👻 Threading Daily — 03.04.2026 👻

🔖Macro
- Gold -3%, silver -5% on rates spike
- Oil rises 7% to $107, futures fall
- Trump: will hit Iran hard in next 2-3 weeks
- Iran warns of total response
- EU diesel futures hit $200 on limited supply
- China: root cause of Hormuz crisis is US policy
- China tech firms: weakest profit growth in 3yrs
- Alphabet eyes OpenRouter at $1.3B valuation
- Google introduces Gemma 4

🔖Crypto News
- “Bitcoin is a buying opportunity”, Lyn Alden on CNBC
- Loracle.hl is selling 450K $HYPE ($15.98M)
- YEET foils exploit
- Australia bans prediction market gambling ads
- Bithumb delays IPO until after 2028
- Circle Wrapped Bitcoin (cirBTC) coming soon
- Perp DEX fees down 82% from peak
- Drift exploited for $213m, N. Korea suspected
- Drift hack involved takeover of admin keys
- Circle slammed for slow response to Drift hack
- Exploiter swapped alts for ETH, Fartcoin affected
- Drift exploit fallout spreads to 20 protocols
- CZ's book "Freedom of Money" is released next week

🔖Alpha/Good Reads
- AI is Effectively Sabotaging You — Eli5
- You Are Living in Plato's Cave: Power, Consciousness, and the Collapse of the Global Financial Order — arndxt
- Stablecoin Issuance Market: Four Business Models Reshaping the Market — Tiger Research

🔖Raises
- Kulipa (Seed) $6.2M, Payment platform for non-custodial wallets < 1kx, Flourish, Fabric, White Star
- PumpCA (Pre-Seed) $1M, Memecoin launchpad platform < PumpFun, Foundation Capital, RadioSolace
- Pixie Chess (Seed) $5.2M, Web3 chess game < Paradigm, Seed Club...

🔖Early Projects
- @icme_xyz, Bio: Tokenizing startup equity. Backed by @yzilabs SFicme.xyz
- @TrySweepFinance, Bio: Flexible multi-asset DEX aggregator that makes managing your portfolio easier than ever before. Swap multiple assets into one with just a few clicks trysweep.finance

✅Follow for alpha → https://twitter.com/arndxt_xo