👻 Threading Daily — 21.04.2026 👻

🔖Macro
- Oil jumps +8% as Strait of Hormuz closes
- Japan's Nikkei up +1% despite oil surge
- S&P 500 ATH while consumer sentiment at ATL
- US Marines seize Iran ship Touska
- Iran launches drone attack on US ships
- 7.4 quake hits Japan; tsunami warning
- UAE asks US for wartime USD swapline
- Retail picks beat funds by +11% in April
- Shiller PE ratio hits 2nd all-time high
- GS, BoA eye near-term market pullback
- US wages gap widest on record, K-shaped
- Smartphone shipments -13% YoY: Kobeissi
- GPT-5.5 drops this week
- Anthropic x Amazon for 5 GW+ of new compute
- Singapore MAS flags Claude Mythos risk

🔖Crypto News
- BTC weekend CME gaps open at $77K
- Top Gainers: RAVE, ASTEROID, PIEVERSE, SPX, 币安人生
- ETH not built for high frequency trading: Vitalik
- ETH going under $1k this year: Ansem
- NFTs rally in rotation away from DeFi
- XRP trading goes live on WhatsApp
- MEGA rallies back near $2B pre-market
- ASTEROID hits $20m after Elon links
- HYPE underperforms after Hayes sells
- Binance BTC reserves at 7-month low
- Coinbase launches USDC-backed UK loans
- BlackRock BTC ETF saw $906M weekly inflow
- Saylor teases another BTC after MSTR rally
- ZachXBT next questions Memecore valuation
- Vercel also exploited, tied to AI tool OAuth
- Kelp hacked for $290M, tied to N Korea Lazarus
- Aave pools affected, TVL down $8.5B over 2 days
- LayerZero blames Kelp 1-of-1 DVN setup
- Kelp DAO blames LayerZero infrastructure
- $15B leaves DeFi since Kelp hack
- Arbitrum freezes 30,766 ETH connected to the exploit
- Arbitrum action sparks Decentralization debate
- Polymarket eyes $400M raise at $15B val

🔖Alpha/Good Reads
- The DeFi Underworld
- Samsung Shares AI Design Thesis
- Arbitrum Security Council Member: All it Takes for Evil to Triumph is for Good Men to Do Nothing

🔖Raises
- JPYC (Series B) $17.6M, Japanese Yen stablecoin < Metaplanet, NCB, Techmira, Canal, SUMISEI...
- KAIO (Strategic) $8M, A protocol purpose-built for RWAs < Tether, Laser, BH...
- Hata (Series A) $8M, Crypto platform < Bybit

🔖Early Projects
- @EkaRobots, Bio: Mastering Physics via Self Learning. The Era of Superhuman Robotics. ekarobotics.com
- @shareinternet, Bio: Everyone’s Internet - We are building the global hyperscale Internet network. share.inc
- @totalistrading, Bio: derivative layer for prediction markets | backed by @ycombinator totalis.trade

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