👻 Threading Daily — 07.04.2026 👻

🔖Macro
- US and Iran discussing terms for a 45-day ceasefire
- Oil gains as Trump sets a new deadline for Iran
- M2 Money Supply has hit a new ATH of $22.7T
- ECB's Panetta: leading indicators show slowdown
- Trump floats replacing AG Bondi
- Gulf states eye new oil routes around Hormuz
- Europe's median woman now aged 46
- Tesla stock slides 2.3% on JPMorgan EPS cut

🔖Crypto News
- $BTC reclaims $69K
- $273M of shorts rekt across crypto markets
- James Wynn got liquidated on HL, from $100M to $900
- Strategy bought 4,871 $BTC for ~$329.9M
- BlackRock to launch the iShares Nasdaq 100 ETF, ticker $IQQ
- $12T Charles Schwab is launching Schwab Crypto
- Grayscale files S-1 amendment for its Bittensor ($TAO) trust
- Circle minted ~3.25B USDC on Solana last week
- Circle announced the quantum-resistant for its L1 Arc
- ETH Fdn is approaching 70,000 ETH staked
- Solana Fnd launches STRIDE & SIRN, 24/7 threat monitoring
- Spot CEX volume hit $986B in March
- Phantom wallet outage affecting balance & token prices
- Aave risk manager Chaos Labs exits amid governance dispute
- Polymarket unveils plans for trading engine overhaul

🔖Alpha/Good Reads
- Why DeFi Insurance Can't Scale?
- Why KakaoPay-x402 is Huge for Korea
- Reflections on the Drift Protocol Exploit

🔖Raises
- GoSats (Series A) $5M, Bitcoin rewards platform < Konvoy, Y Combinator, Taisu

🔖Early Projects
- @TeamOratomic, Bio: Building the world's first fault-tolerant quantum computers oratomic.com
- @deGenAiBase, Bio: Onchain AI art generator. Pennies per image. No subscriptions. Built on Base. degenai.art
- @bettermoney_co, Bio: Stablecoin infrastructure built for the next era of money. bettermoney.com

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