👻 Threading Daily — 09.04.2026 👻

🔖Macro
- US, Iran sign 2-week ceasefire; markets surge
- Lebanon still faces Israel strikes
- Oil falls below $100, Treasury yields fall 10bp
- Asian & European markets surge, S. Korea up 6%
- Gas prices had hit $4+ in 20 US states
- Berkshire in longest losing streak in 7+ years
- Morgan Stanley plans private credit fund
- Memory stocks rise on dampened supply fears

🔖Crypto News
- BTC jumps to $72K on US-Iran ceasefire deal
- $427M in shorts wiped on US-Iran ceasefire
- Top Gainers: ZEC, TAO, SUI, HYPE, ADA
- BTC wallets absorb 4.37M BTC in bull signal
- ETH net taker volume shows bullish reversal sign
- Ethereum stablecoin supply hits $180B ATH
- Morgan Stanley BTC ETF set for captive demand
- FBI: Americans lost $11B to crypto scams in 2025
- SEC: crypto enforcement had no investor benefit
- Coinbase expands to stock trading in Australia

🔖Alpha/Good Reads
- The Next Crypto Cycle is Coming — mert
- Polymarket vs Kalshi vs Hyperliquid HIP-4 — Eli5
- Why HIP-4 Will Take Over Finance — Decentralised Co

🔖Raises
- Pharos (Series A) $44M, Full-stack parallel blockchain < SNZ, Chainlink...

🔖Early Projects
- @m_lighterxyz, Bio: NA
- @ValetTrading, Bio: Valet MM: Your TGE Assistant & Market Manager.
Tailored liquidity, secure contracts & expert market making for token launches. valet.trading
- @LanaAI, Bio: So, Lana lana.ai

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