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Post #3940 591
👻 Threading Daily — 11.11.2025 👻

🔖Macro
- Futures and gold rally on shutdown optimism
- Consumer sentiment nears record lows
- Trump proposes 50-year mortgages
- Trump plans $2k tariff dividends for US citizens
- Robinhood to allow retail to invest in AI startups
- Michael Burry puts on $1.1b short in AI stocks

🔖Crypto News
- BTC holds key 50w support level
- Crypto surges on stimulus & shutdown optimism
- Tether buys another $97m BTC
- BitMine acquires 110,288 ETH, now holds 3,505,723 ETH
- Hyperliquid team testing lending feature
- Kazakhstan to launch $1b crypto reserve
- Japan mulls crypto custody only for registered firm
- CryptoSpain detained for $300m fraud
- Mistrial declared in $25m MEV lawsuit
- FTX credit rep projects next payout for Dec/Jan
- Uniswap v4 crosses $200B in swap volume
- Uniswap proposes activating fee switch & $UNI burning
- MegaETH removes ICO Beast allo after hedging chat
- Coinbase launches token sale platform

🔖Alpha/Good Reads
- Stablecoin Due Diligence Checklist — stacy_muur
- Public Sales are the New Airdrops — TaikiMaeda2

🔖Raises
- Bluefin ₣2M, Decentralized perpetual contract protocol < Sui Group Holdings

🔖Early Projects
- @orgo, Bio: Computers for agents orgo.ai
- @gradientrobots, Bio: Robots coming soon. Ex-@kscalelabs founding engineering team
- @Funes_World, Bio: Modelling the world. Funes is an online museum that collects, preserves, and curates 3D models of all human constructions. funes.world

✅Follow for alpha → https://twitter.com/arndxt_xo
X (formerly Twitter) arndxt (@arndxt_xo) on X Slumbered into the depths of 🥩 | 🍄 | 🧠 12% more points boost + bronze tier: https://t.co/Wie7T3kzJC TG: https://t.co/LZey0AcSFc
Post #3938 560
i spent the past week at @chainlink smartcon in new york, and it felt less like a conference.

you could tell instantly: this wasn’t the retail-driven defi of 2021 anymore, the room was filled with suits.

met governments, institutions, funds, a16z and great friends.

here are my keytakeaways 👇

tldr -> in smartcon 2025, its the institutional capital markets.

https://x.com/arndxt_xo/status/1988152793543127326
X (formerly Twitter) arndxt (@arndxt_xo) on X i spent the past week at @chainlink smartcon in new york, and it felt less like a conference. you could tell instantly: this wasn’t the retail-driven defi of 2021 anymore, the room was filled wit…
  • ❤ 2
  • 👍 1
Post #3937 546
Post #3936 654
👻 Threading Daily — 10.11.2025 👻

🔖Macro
- Futures higher after key AI stocks dump
- US to cut 10% flights on shutdown
- US new home prices now lower than existing homes
- Pelosi to retire from Congress
- UK rates closer to levelling out: BoE Governor
- EU demands UK as part of bloc’s budget
- US to ban sales of Nvidia’s AI chips to China
- AI: The gap is closing. China is catching up.

🔖Crypto News
- BTC clings on to $100k, market remains shaky
- Top Gainers: AIA, FIL, ICP, ZEC, NEAR
- ZEC continues to lead altcoins, hits $680
- Tether buys $100m BTC
- SOL, Fireblocks, Monad partner on payments
- Coinbase added ASTER to listing roadmap
- Google to integrate Polymarket, Kalshi data in search
- Japan backs joint stablecoin project of 3 banks
- Ireland fines Coinbase $25m for AML breach
- ASIC calls for Australia to act on tokenisation
- MegaETH allocations see some FUD
- Balancer: Rounding error cause of exploit

🔖Alpha/Good Reads
- edgeX: The Liquidity Layer That Came Out of Nowhere — Artemis
- Is China Winning AI Race This Time? — eli5

🔖Raises
- Rift $8M, Peer-to-Peer Bitcoin Trading Protocol < Paradigm
- Kyo Finance (Series A) $5M, Liquidity Hub on Soneium < Castrum, TB, BuzzBridge...

🔖Early Projects
- @riftdex, Bio: the first peer-to-peer bitcoin trading protocol // secured by TEEs // backed by @paradigm app.rift.trade
- @solomon_labs, Bio: Make every dollar earn. Built on Solana. Discord: discord.gg/solomonlabs, linktr.ee/solomonlabs

✅Follow for alpha → https://twitter.com/arndxt_xo
CNBC Nasdaq closes lower, capping its worst week since April Stocks logged a losing week, bogged down by tech, as new economic data added to investors' fears of a slowdown.
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Post #3934 784
i am excited to share that i am now officially a @Mantle_Official scholar along side other legends.

some thoughts on why i decided to fully support $MNT:

- they hold one of the largest treasuries in crypto (go check out their webpage)
- build out an entire stack of probably the most comprehensive verticalized infra and extending that towards Tradfi with @Bybit_Official
- constant Tradfi and RWA development/engagement in the space @UR_global @MantleIndexFour
- the most value accruing token combining CEX utility, trading perks, network flywheel (a combination of token mechanics from winning players like $BNB and $HYPE
- lastly a chad team that always engages and keeping me updated on everything they do.

see you all at @CCCCampus!

https://x.com/arndxt_xo/status/1986780121752027428
X (formerly Twitter) arndxt (@arndxt_xo) on X i am excited to share that i am now officially a @Mantle_Official scholar along side other legends. some thoughts on why i decided to fully support $MNT: - they hold one of the largest treasuri…
  • ❤ 4
Post #3933 575
👻 Threading Daily — 07.11.2025 👻

🔖Macro
- Futures lower after AI trade recovers
- Housing in recession due to Fed: Bessent
- US companies add more than expected jobs in Oct
- UK to spare banks from tax raid
- Milei rejects calls to let Peso float freely
- China will win AI race with US: Nvidia CEO
- Amazon sues Perplexity over AI agent access
- Apple nears $1b/year deal with Google on AI for Siri

🔖Crypto News
- Top Gainers: ICP, ZEC, QNT, TRUMP, FLR
- BTC, ETH ETFs suffer outflow for 6th straight day
- ZEC hits a new local high of $540
- Aster plans privacy chain with zero gas fees
- Metaplanet borrows $100m against BTC to buy the dip
- Switzerland considers issuing stablecoins
- UK to unveil stablecoin regulation Nov 10
- Mastercard, Gemini test card payments on XRP ledger
- Solana Co. plans $100m share buyback
- Ripple raises $500m at $40b valuation
- Monad sets mainnet and airdrop for Nov 24

🔖Alpha/Good Reads
- Ethereum’s Next Major Upgrade, Fusaka, Explained — binji_x
- Will Buybacks Make Others Buy the Token? — Decentralisedco
- The Agentic Internet: ERC-8004 — abruzuc

🔖Raises
- fomo (Series A) $17M, Cross-chain trading app < Benchmark, Coinbase, Archetype...
- Sprinter (Seed) $5.2M, Web3 Development Toolkit < Robot, Atka, Tolology, Uniswap...

🔖Early Projects
- @Jaileddotfun, ███████ Bio: Created by @pndmdotorg
- @thrustdotcom, Bio: Not everyone has what it takes to get listed. Join your favourite celebs on Thrust to power the culture economy. thrust.com
- @the_small_thing, Bio: Small Thing develops intelligent marine robots capable of autonomous navigation, detection, and microplastic collection. small-thing.com

✅Follow for alpha → https://twitter.com/arndxt_xo
CNBC Dow closes lower by nearly 400 points, Nasdaq drops 1.9% as AI stocks resume their decline Companies that have benefited from the artificial intelligence trade came under pressure yet again amid concern about their eye-watering valuations.
  • ❤ 1
Post #3932 514
👻 Threading Daily — 06.11.2025 👻

🔖Macro
- Global stocks lower on US tech led selloff
- Stock market sentiment plunges to Extreme Fear
- US government shutdown now longest ever
- US first time home buyer median age hits 40
- SNAP benefits only when govt reopens: Trump
- China bans foreign AI chips from state-funded centres
- Norway suspends oil fund’s ethical investing rules
- Apple preparing a budget Mac

🔖Crypto News
- BTC drops below $100k before bouncing back
- ZKSync +120% this week, new utility announced
- Monad & MegaETH shorts liquidated on Hyperliquid
- Aave nears $1T loans
- Perp DEXs strong, ASTER & HYPE lead alts
- Metaplanet raises $100m loan to buy BTC
- Adam Back raises CHF 28m for BTC DAT
- Sequan DAT dumps 1/3rd of it BTC to pay debt
- Chainlink launches confidential compute
- Dinari x Chainlink to launch tokenized S&P index
- Kakarot x Zama: FHE and zkVM unite for privacy
- Mastercard x Humanity Protocol to unlocks finance via ID
- Gemini to launch prediction market contracts
- $12.8m fully returned from Balancer v2 exploit
- MegaETH exposes $MEGA allocation criteria

🔖Alpha/Good Reads
- In-Depth Analysis: The Balancer V2 Exploit — BlocSec
- x402 Multichain Dune Dashboard — Dune
- How MegaETH Solved a 28x Oversub with Data — namik
- Stimulating Into a Bubble — Ray Dalio

🔖Raises
- Ripple (Strategic) $500M, International remittance solution < Fortress, Citadel, Pantera, galaxy
- Future (Strategic) ₣28M, Bitcoin treasury company < Fulgur, Nakamoto
- Harmonic (Seed) $6M, Open Solana block builder system < Paradigm

🔖Early Projects
- @cypher_ethereum, Bio: Capital Markets for Ethereum Layer 1. Launching early November. $CYPH token is NOT live.
- @REKrobot, Bio: UFC of ROBOTS - ROBOT KOMBAT - Work with us at rek.com/careers
- @nativelyapp, Bio: Idea to app, fast. Native AI-powered Web3 App Creation. Incubated by @lablabai — partnered with @solana & @circle.

✅Follow for alpha → https://twitter.com/arndxt_xo
Post #3931 522
👻 Threading Daily — 05.11.2025 👻

🔖Macro
- Odds of Dec rate cut fall to 67%
- Silver short interest hits ATH
- Mag 7 surge continues to take stocks higher
- US home sales on track for worst year since 90s
- Famine begins to spread in Sudan
- Starmer signals tax increases in UK
- UK sends Ukraine more storm shadow missiles
- Amazon inks $38b deal with OpenAI for Nvidia chips
- Vote on Elon’s $1T comp plan to conclude Thursday

🔖Crypto News
- Another $1b+ liquidations day
- BTC slips below $100k as crypto dumps
- Crypto sentiment enters Extreme Fear
- Long term holders sold $44b BTC in Oct
- ZEC nears $500 before pullback, ICP up 30%
- Strategy buys $46m BTC, offering Euro STRE shares
- Tether reports $10bn of profits in 2025
- Ripple to launch crypto prime brokerage in US
- Chainlink, Russell to bring global indices onchain
- ETH Foundation launches new grants program
- Animoca to go public through merger with AI firm
- Wintermute denies plans to sue Binance
- Stream halts withdrawals after $93m loss
- SUI plunges 9% amid $116M DeFi hack panic
- MegaETH to return $1.3b unallocated funds today

🔖Alpha/Good Reads
- Why Has Zcash Suddenly Soared? — Galaxy Research
- CaaS = SaaS: Crypto Becomes Invisible — veradiverdict
- Robotics x Blockchain Eco Map (updated) — eli5

🔖Raises
- Liquid (Seed) $7.6M, Decentralized Trading Protocol < Paradigm, General Catalyst...
- Canaan (Post IPO) $72M, Bitcoin mining hardware makers (NASDAQ: CAN) < Galaxy Digital, BH...
- Tharimmune (Post IPO) $540M, Biotechnology company (THAR) < Liberty City, DRW, Kraken, Polychain, ARK
- lava $200M, Bitcoin-secured loans platform < Anthony Pompliano, Founders fund...
- Zynk (Seed) $5M, Global Instant Payment Infrastructure < Hivemind, Coinbase, Alliance...

🔖Early Projects
- @sharedotxyz, Bio: A fast, fun, and easy way to share your transactions, follow any wallet, and trade on Solana, Base, and Ethereum. share.xyz
- @DuelTrade, Bio: Building a social layer for prediction markets. Powered by @Base and @Kalshi
- @StandardMoney_, Bio: The New Standard for Onchain Wealth Creation. standardmoney.com

✅Follow for alpha → https://twitter.com/arndxt_xo
X (formerly Twitter) Barchart (@Barchart) on X The odds of a December rate cut have fallen to 67% 🚨 One week ago, the odds were above 90% 👀
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Post #3930 570
👻 Threading Daily — 04.11.2025 👻

🔖Macro
- This week: PMI, Consumer sentiment, Jobs data
- Gold sees ATH weekly outflow of $7.5b
- Fed pumps $29b into banks through overnight repo
- Opec+ pauses oil output hikes beyond Dec
- % of US tech jobs in California below 2008 crash

🔖Crypto News
- Bitcoin tanks below $105K
- DEX volume hits ATH in Oct
- SOL ETFs see $197m inflows in first week
- ETH stablecoin monthly volume hit ATH in Oct
- ASTER pumps, after CZ discloses purchase
- Etherfi proposes $50m ETHFI buyback
- Coinbase targets $2b BVNK acquisition
- Global regulators reviewing bank stablecoin rules
- CZ refutes bank creation proposal for Kyrgyzstan
- Malaysia launches RWA tokenisation initiative
- Balancer and forked protocols exploited for $120m
- Berachain performs hard fork to protect exploit
- Thodex CEO found dead in Turkish jail
- StarkWare deploys S-two: World's fastest proofs?
- $MON added to Coinbase's listing roadmap
- Polymarket hits record active traders

🔖Alpha/Good Reads
- Neobanks Ecosystem Review — stacy_muur
- x402 Ecosystem Market Map — Decentralisedco
- Crypto x AI: The Future of The Industry — milesdeutscher
- Crypto underperforms other asset classes despite supportive macro backdrop — Wintermute

🔖Raises
- Kapkap $10M, Web3 Attention Economy and Value Distribution Platform < Animoca, Unicorn
- Standard Money (Strategic) $8M, Algorithmic Stablecoin Developer < YZi, Animoca

🔖Early Projects
- @JanusFreight, Bio: janusflex.com
- @harmonicprtc, Bio: First human-validated x402 trading protocol on @base
- @vend_money, Bio: The boring stablecoin for autonomous commerce. Built on @base. Powered by x402.
- @fairscalexyz, Bio: Reputation, quantified. On-chain behaviour, social signals, community proofs: powering a better Web3.

✅Follow for alpha → https://twitter.com/arndxt_xo
X (formerly Twitter) arndxt (@arndxt_xo) on X Slumbered into the depths of 🥩 | 🍄 | 🧠 12% more points boost + bronze tier: https://t.co/Wie7T3kzJC TG: https://t.co/LZey0AcSFc
  • ❤ 4
Post #3929 627
👻 Threading Daily — 03.11.2025 👻

🔖Macro
- BoJ leaves rates unchanged, signals hike soon
- US cancels Trump-Putin meeting
- China manufacturing slumps to 6 month low
- Russian fuel exports plunge on outages, sanctions
- Obesity rates finally declining in US
- Tech leads stocks lower on mixed Mag 7 earnings
- Amazon rallies as AI powers cloud growth

🔖Crypto News
- $1.1b liquidated in 24 hours on crypto pullback
- TAO leads AI coins, halving just over 40 days away
- ZEC leads rebound, nears $400
- ETH’s Fusaka upgrade scheduled for Dec 3
- BCH breaks above $550 on massive volume spike
- BitMine still buys $166m ETH
- Strategy guidance predicts $150k BTC at year-end
- Indonesia plans digital rupiah stablecoin
- Revolut rolls out USD stablecoin swaps, no fees
- Coinbase revenue up 54% in strong earnings
- SBF again claims FTX was never insolvent
- Jamie Dimon admits ‘crypto is real’
- Western Union files WUUSD trademark
- ASTER plans staking & burn model after token plunge
- Armstrong says all prediction markets words in call

🔖Alpha/Good Reads
- RWA 2025 Driving Adoption Tokenization — Tiger Research
- OCCAs: The New Gold Rush in DeFi — chaoslabs
- Five Metrics That Mattered in Crypto 2025 — a16z

🔖Raises
- dare market $2M, A social platform based on the Solana blockchain < Karatage, Paper
- HEALTH (Seed) $2.5M, Artificial Intelligence Health Technology Company < Castrum, Gemhead
- Semantic Layer (Series A) $2M, Aligned incentives for Ethereum dApp < Greenfield, Figment, Hack VC, Robot...

🔖Early Projects
- @PayWithLocus, Bio: Make agents pay. paywithlocus.com
- @overdrivedotwin, Bio: coming soon by @predictionindex
- @useCash, Bio: A stablecoin built for real-world utility. Designed by Phantom using Open Issuance by Bridge and Stripe, and launching first on Solana. usecash.xyz

✅Follow for alpha → https://twitter.com/arndxt_xo
X (formerly Twitter) arndxt (@arndxt_xo) on X Slumbered into the depths of 🥩 | 🍄 | 🧠 12% more points boost + bronze tier: https://t.co/Wie7T3kzJC TG: https://t.co/LZey0AcSFc
  • ❤ 3
Post #3928 677
Post #3927 718
been hearing the same themes across circles lately: AI, robotics, DePIN getting major bids, and $SOL privacy turning into a monster narrative. 👀

some coins i am looking at:
$TAO is beast in this market
$ALEO @AleoHQ privacy L1.
$NIL @nillion humanity first blind computer.
$GHOST @GhostWareOS ZK proofs + AI routing = wallet/msg/tx wiped instantly
looking into $UMBRA @UmbraPrivacy too, also on the privacy play incubated by @Arcium
$RADR @radrdotfun fully anonymous SOL transfers using zk-SNARKs
$ZERA @ZeraLabs holding this level and consolidating for weeks now
$CIPHER @CipherLabsx built by @orithellama, SOL first security layer & anti-drain shield.
$ZEKTA @zektaio combines x402 + ZKID for anonymous AI payments/social
$YARA @yara_system voice-driven intelligence on solana
$OBEX @TheObexProtocol L1 blockchain engineered to eliminate forks, neutralize MEV, and deter Sybil attacks.
$NOX @nonossystems a privacy-first OS where no data is ever stored.

potential ones to look into
@brevis_zk
@cloaklabz
@SeismicSys
@yo_ur_network
@EllisiumLabs
@humidifi_

i am staying positioned
feels like we’re in that pre-run chop…
bullish monthly close ✅
govt reopening in ~3 weeks ✅

NFA, i dont endorse any of these coins or projects mentioned here

https://x.com/arndxt_xo/status/1984486997709492569
X (formerly Twitter) arndxt (@arndxt_xo) on X been hearing the same themes across circles lately: AI, robotics, DePIN getting major bids, and $SOL privacy turning into a monster narrative. 👀 some coins i am looking at: $TAO is beast in this market $ALEO @AleoHQ privacy L1. $NIL @nillion humanity first…
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Post #3925 680
👻 Threading Daily — 31.10.2025 👻

🔖Macro
- Fed cuts rates by 25bps, QT to end Dec 1
- FOMC divided on Dec rate cut
- US announces China tariff reductions
- Xi agreed to one year trade deal: Trump
- Xi to visit US and Trump will visit China
- Bank of Canada cuts rates amid US tariffs
- Trump orders resumption of nuclear weapon testing
- S. Korea can build nuclear submarine: Trump
- Alphabet surges on strong earnings
- OpenAI plans IPO with $1T valuation
- Meta dumps 12% on increasing AI spend

🔖Crypto News
- Crypto dumps after FOMC slightly hawkish
- HK’s top regulator flags DAT risks
- Germany’s AfD wants BTC to be a strategic asset
- Bitchat becomes top app in Jamaica
- Securitize, BNY Mellon launch tokenised fund
- Mastercard to buy Zerohash for $2b
- 21Shares files for HYPE ETF
- Fidelity close to getting SOL ETF
- Bitwise SOL ETF does $70m+ volume in 2nd day
- Consensys plans IPO
- Durov launches compute open network Cocoon
- Ondo expands tokenised securities to BNB Chain
- Kalshi expands to SUI deposits
- MegaETH sale 27.8x oversubscribed: $1.39B poured in

🔖Alpha/Good Reads
- x402’s Cryptographic Authorizations — yq_acc
- Building DeFi’s Investment Bank — Shoal
- Coinbase Releases Q3 2025 Financial Results

🔖Raises
- DeepSafe (Seed) $3M, Cryptographic Random AI Verification Network < Gate, Congitent...
- Capybobo $8M, GameFi project < Pluto, Animoca, Mirana, HashKey

🔖Early Projects
- @VideoTutor_io, Bio: Instantly generate educational videos from any question you ask, powered by AI videotutor.ioJoined
- @notanohmfork, Bio: soon on @megaeth
- @bondoncredit, Bio: The credit layer for the agentic economy. bond.credit
- @Thirdfy_, Bio: Thirdfy is a next-generation Agentic protocol on Base powered by the o(3,3) incentives and integrated with AI Agents ▪️ Automated DeFi ▪️Launching soon
- @Thea_FND, Bio: AI that amplifies human performance thea.ai

✅Follow for alpha → https://twitter.com/arndxt_xo
Board of Governors of the Federal Reserve System Federal Reserve issues FOMC statement For release at 2:00 p.m. EDT
Post #3924 578
i am seeing the explosion of neobanks but they aren’t profitable because of their margins, they’re powerful because of their funnels.

so i have this "fat app" thesis, where the next decade of apps will be thin-margin fintechs becoming full-stack finance by vertically integrating deposits, yield, and distribution.

neobanks by themselves live on thin unit economics, interchange and nim.

they do what traditional defi and token ecosystems haven’t yet mastered: capture attention, lock behavior, and own user flow.

effectively, they are running a similar playbook/objectives as chains like @suifoundation
$SUI @monad @megaeth and maybe @cantonnetwork $CC could be a bit far-fetched for now, but essentially, neobanks themselves are like ecosystems or chains.

they are likely the strongest customer acquisition and retention systems, here’s the neobank flywheel that makes them successful:

acquisition → retention → monetization → trust loop

https://x.com/arndxt_xo/status/1984128958670237752
X (formerly Twitter) arndxt (@arndxt_xo) on X i am seeing the explosion of neobanks but they aren’t profitable because of their margins, they’re powerful because of their funnels. so i have this "fat app" thesis, where the next decade of apps will be thin-margin fintechs becoming full-stack finance…
  • ❤ 3
Post #3923 532
👻 Threading Daily — 30.10.2025 👻

🔖Macro
- Stocks hit another ATH as Nvidia soars
- Options market skewing extremely bullish
- Trump to cut fentanyl tariffs on China
- Israel & Hamas flares up again
- States sue Trump admin over food-aid
- Apple hit $4T market cap before pullback
- Nvidia hit $5T in overnight trading
- Nvidia plans AI deals with Samsung, Hyundai
- OpenAI completes for-profit restructuring

🔖Crypto News
- Top NFT collections down 10-15% this week
- Huge volumes on day 1 of SOL ETF
- Hype & BNB dominate weekly L1 fees
- ICO participant moves $6m ETH after 8 years
- France considers accumulating 2% of BTC supply
- Western Union stablecoin planned on SOL
- Visa adds support for four stablecoins
- Mastercard buys Zerohash in up-to-$2B deal
- Securitize to go public via $1.25b SPAC deal
- Consensys hires JPMorgan, Goldman for IPO
- Sharplink to stake $200m ETH on Linea
- Evernorth has accumulated $1b XRP
- ETH Fusaka upgrade now on final testnet
- Stable to launch Phase 2 of pre-deposit campaign
- Truth Social launches prediction markets
- World Liberty plans 8.4m WLFI airdrop
- Monad allows users to reveal MON allocations
- Myriad goes live on BNBChain
- Polymarket may return to US in Nov
- Metamask launches Season 1 of rewards

🔖Alpha/Good Reads
- AI infrastructure sprint: Are We Running Out of Power? — a16z
- Polymarket vs Kalshi: Is Their Reign About to End? — daftaryneel

🔖Raises
- Accountable $7.5M, The trust layer for digital finance < Pantera, OKX...

🔖Early Projects
- @zo_computer, Bio: The world's 1st AI computer. Create and automate anything.
- @synthdataco, Bio: Bittensor SN50 | Succeed in Financial Markets with Predictive Intelligence. Built by @modenetwork.
- @onchainpayment, Bio: Onchain is x402's Intelligent Intermediary Layer

✅Follow for alpha → https://twitter.com/arndxt_xo
Yahoo Finance Stock market today: Dow, S&P 500, Nasdaq notch fresh records as Nvidia soars ahead of Fed rate decision Wall Street is sifting through the latest earnings as the Fed meeting kicks off.
Post #3922 457
👻 Threading Daily — 30.10.2025 👻

🔖Macro
- Stocks hit another ATH as Nvidia soars
- Options market skewing extremely bullish
- Trump to cut fentanyl tariffs on China
- Israel & Hamas flares up again
- States sue Trump admin over food-aid
- Apple hit $4T market cap before pullback
- Nvidia hit $5T in overnight trading
- Nvidia plans AI deals with Samsung, Hyundai
- OpenAI completes for-profit restructuring

🔖Crypto News
- Top NFT collections down 10-15% this week
- Huge volumes on day 1 of SOL ETF
- Hype & BNB dominate weekly L1 fees
- ICO participant moves $6m ETH after 8 years
- France considers accumulating 2% of BTC supply
- Western Union stablecoin planned on SOL
- Visa adds support for four stablecoins
- Mastercard buys Zerohash in up-to-$2B deal
- Securitize to go public via $1.25b SPAC deal
- Consensys hires JPMorgan, Goldman for IPO
- Sharplink to stake $200m ETH on Linea
- Evernorth has accumulated $1b XRP
- ETH Fusaka upgrade now on final testnet
- Stable to launch Phase 2 of pre-deposit campaign
- Truth Social launches prediction markets
- World Liberty plans 8.4m WLFI airdrop
- Monad allows users to reveal MON allocations
- Myriad goes live on BNBChain
- Polymarket may return to US in Nov
- Metamask launches Season 1 of rewards

🔖Alpha/Good Reads
- AI infrastructure sprint: Are We Running Out of Power? — a16z
- Polymarket vs Kalshi: Is Their Reign About to End? — daftaryneel

🔖Raises
- Accountable $7.5M, The trust layer for digital finance < Pantera, OKX...

🔖Early Projects
- @zo_computer, Bio: The world's 1st AI computer. Create and automate anything.
- @synthdataco, Bio: Bittensor SN50 | Succeed in Financial Markets with Predictive Intelligence. Built by @modenetwork.
- @onchainpayment, Bio: Onchain is x402's Intelligent Intermediary Layer

✅Follow for alpha → https://twitter.com/arndxt_xo
Yahoo Finance Stock market today: Dow, S&P 500, Nasdaq notch fresh records as Nvidia soars ahead of Fed rate decision Wall Street is sifting through the latest earnings as the Fed meeting kicks off.
Post #3921 543
Capital in crypto is rotating faster than ever.

If you want to stay ahead of the curve, you need to know which narratives will continue to thrive over the next 6 months.

Here’s a breakdown of the 11 crypto narratives to watch.

https://x.com/PinkBrains_io/status/1983474577624985721
X (formerly Twitter) Pink Brains (@PinkBrains_io) on X Capital in crypto is rotating faster than ever. If you want to stay ahead of the curve, you need to know which narratives will continue to thrive over the next 6 months. Here’s a breakdown of the 11 crypto narratives to watch. 🧠🧵
  • ❤ 1
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