👻 Threading Daily — 04.05.2026 👻

🔖Macro
- S&P 500 hits ATH, +14.2% since Mar 30 low
- US now exporting over 6m barrels of oil per day
- US rare-earth stocks soar
- Grain prices begin to rise rapidly
- UAE bans citizens going to Iran, Lebanon, Iraq
- Trump says may pull US troops from Spain, Italy
- Trump removes all tariffs on Scottish whiskey
- US national debt tops 100% of GDP, 1st since 1946
- Apple stock +4% on stronger Q1 2026 earnings
- Atlassian jumps ~25% as AI search lifts sales

🔖Crypto News
- BTC bottom in, chop is worst case scenario: DonAlt
- SOL prints 7th straight monthly red candle
- SHIB OG whale sells 800B, still holds $625m
- ARK Invest buys $39m HOOD, sells $6m BTC ETF
- Stablecoins overtake BTC in LatAm purchases: Bitso
- Visa stablecoin pilot hits $7bn across 9 chains
- Visa to launch BTC debit cards in 100 countries
- Circle launches gas-free USDC nanopayments
- Tether mints $4bn USDT in past 30 days
- New ETH wallet exploit drains 7-yr dormant wallets
- Carrot shuts down, first casualty of Drift exploit
- MegaETH launches at $1.5B FDV
- MegaETH DEX charged 50% fees on the first day
- Tokenised RWA market grows 420% since 2025

🔖Alpha/Good Reads
- What is OI? — Eli5
- RWA Report 2026 — Coingecko
- CLOBs Are a Mistake for RWAs — Variational
- April Sees $635M+ in DeFi Exploits Across 28 Incidents

🔖Raises
- XO Market (Seed) $6M, Decentralized prediction market < 20VC, Picus, Coinbase...
- Exponent Finance (Seed) $5M, Solana’s DeFi fixed rate market < Multicoin, Solana...
- Fun (Series A) $72M, Blockchain software development company < Multicoin, SignalFire...
- UnblockPay (Seed) $4.5M, Stablecoin Infrastructure < Wintermute, Reverie...

🔖Early Projects
- @MojoAI_HQ, Bio: Trade by intents. Meet your Mojo.
The agentic trading OS that turns your sentence into live trading agents running 24/7. t.me/mojoaihq
- @obsessedapp, Bio: A net-new agentic web browser. Keep tabs on anything. Join the waitlist → obsessed.ai

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