👻 Threading Daily — 05.05.2026 👻

🔖Macro
- Oil falls below $100 after proposed Iran peace plan
- S. Korea stocks hit another ATH, led by SK Hynix
- Merz: US still Germany’s top ally
- China tells firms to ignore US sanctions
- First-time US homebuyer age now 40
- Spirit Airlines falls into bankruptcy
- GameStop offers $125/share to buy eBay
- Denmark pauses data centres on grid limit
- Anthropic near $1.5B JV with Blackstone, GS
- AI set to drastically cut healthcare costs

🔖Crypto News
- BTC tops 80K, first time since 31 January
- BTC then retreats on confusion about Iran strikes
- ZEC hits $400, strongest altcoin in the bounce
- Buffett warns on crypto speculation
- Tether bought 6 tons of gold in Q1 2026
- Fink: SEC should approve tokenised bonds
- BlackRock: drop 20% cap on tokenised reserves
- NYSE moves to enable tokenised securities
- NY AG fines Uphold $5M for misleading yield
- Binance introduces Withdraw Protection
- WLFI files lawsuit against Sun for defamation
- Justin Sun: Lawsuit is nothing more than a meritless PR stunt
- Telegram to replace the TON Foundation

🔖Alpha/Good Reads
- The "Pendle Effect": Does it actually drive stablecoin demand?
- Stablecoin and LATAM Fintech Remittance — Why Most Fintechs Are Reading It Wrong

🔖Raises
- Ekiden (Seed) $2M, Decentralized hybrid order book exchange < P2, Unicorn
- GSR (Strategic), Crypto trading firm & liquidity provider < SC

🔖Early Projects
- @fun, Bio: Modern Payments fun.xyz
- @lienfiapp, Bio: Onchain yield marketplace backed by property. lienfi.com
- @izuki_fi, Bio: curated access to onchain investing. izuki.fi
- @Outcomexyz, Bio: Prediction Markets on Hyperliquid, Trade outcomes on crypto & more soon. https://discord.com/invite/outcome outcome.xyz

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