Threading on the Edge

study metadao launches, this is exactly how the best asymmetry trades look before they rerate

$AVICI did a 10x and on hindsight, this would have been the best trade for the year all while BTC dumps.

the next trade would be $SOLO and its the $ENA of solana so i am pretty bullish because it finally completes the missing defi stack

meme trading on solana makes up only 5% of all volume, very heartening to see that we are maturing and this aligns exactly with solana becoming very close to a 24/7 wall street.

https://x.com/arndxt_xo/status/1994479459685339449

👻 Threading Daily — 28.11.2025 👻

🔖Macro
- Gold: 4,187 (+0.53%), Silver: 53 (+1.71%)
- A rough and historically November for U.S. stocks
- Asia-Pacific stocks trade mixed as Tokyo inflation runs
- India’s tricky labor code reset
- Alphabet is surging on winning AI race over OpenAI

🔖Crypto News
- ENA now live on Hyperliquid Spot
- Tether & Circle issued fresh 17.25B since Oct 11 crash
- Grayscale filed S-3 form to convert Zcash Trust
- Amundi, EU's largest asset mgr launches first tokenized share
- Bitcoiners accuse JPMorgan of rigging the game
- Coinbase's ongoing delays in onchain receive txs
- Trust Wallet integrates Apple Pay and Google Pay
- Solana now dominates tokenized-stocks trading
- Hyperliquid leads top net flows with $53.2M in 24h
- Vitalik donates 128 ETH each to Session and SimpleX
- Upbit discloses 54B KRW ($36M) hack on Solana network

🔖Alpha/Good Reads
- Why Prediction Markets Are Still in Beta — Nick Ruzicka
- Crypto and Blockchain Venture Capital – Q3 2025 — Galaxy
- Pricing the Internet — Decentralised Co

🔖Raises
- Nexton (Strategic) $4M, Restaking hub for TON Ecosystem < Amber, Kaia, TON...
- Gonka (Strategic) $12M, Decentralized computing network < BitFury

🔖Early Projects
- @tare_io, Bio: tare.io
- @SupernovaLabs_, Bio: Rate Swaps. Waitlist Live. Backed by @yzilabs
- @x402monopoly, Bio: Fully autonomous agentic economy with meaningful financial decisions and transactions, powered by @t54ai. Beta season live now.
- @megayieldfi_, Bio: Actively-priced AMM. Organic yield. Old account: @megayieldfi - Join Testnet: app.megayield.fi

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

👻 Threading Daily —27.11.2025 👻

🔖Macro
- US Sep PPI came in-line with expectations
- Fomo feeding US tech bubble: ECB
- China releases action plan to boost consumption
- US consumer confidence falls by most in 6 months
- FBI now probing veteran Democrats
- White House announces support for AI industry
- Nvidia falls, Google rises after Meta chip headline

🔖Crypto News
- Crypto stable, BTC dominance continues to fall
- BTC steadies ~$87K as ETFs post $129M inflows
- 8% of all BTC moved over the last week
- ETH ETFs see three days of inflows
- XRP ETFs get $60m+ in inflows
- REKT $120m, fully recovers from Morpho liquidation
- MON rallies to 2x since the bottom post ICO
- UAE adds DeFi, web3 to regulatory scope
- Spain considers increasing crypto taxes
- Sweden’s Klarna launches stablecoin
- Texas kicks off BTC reserve with $5m IBIT buy
- USDT0 reached $50B in cumulative omnichain transfers
- Yield compression triggers 50% TVL drop in USDe
- Binance wallet now supports onchain stocks
- Robinhood to launch prediction market
- Lighter launches equity perps
- Kalshi blocked for sports betting in Nevada
- Polymarket receives CFTC approval in US

🔖Alpha/Good Reads
- Aave Will Be The Biggest Neobank In The World — The Rollup
- Prediction Market Supercycle — 0xTulipKing
- The Collapse of Stablecoin Yields — justinalick
- EIP-7928 - The Missing Link for Ethereum Parallel Execution — Eli5

🔖Raises
- Pruv Finance (Pre-A) $3M, RWA infrastructure < UOB, Saison, Taisu...
- SpaceComputer (Seed) $10M, Blockchain verification layer based on satellite technology < Maven 11, Lattice, Arbitrum, Superscrypt, Nascent, HashKey...

🔖Early Projects
- @surfcashx, Bio: Borderless crypto bank account for nomads. Backed by @circle | Dec 5th, @stardotfun
- @coplane, Bio: The Intelligent Operations Layer for the enterprise coplane.com
- @petra_graph, Bio: AI Social Graph for Crypto askpetra.co

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

Ethval.com

Eth valuation at 4.8k

Higher we go

UPBIT DISCLOSES 54B KRW ($36M) HACK ON SOLANA NETWORK, WILL COVER ALL CUSTOMER LOSSES: BLOG

SOURCE

👻 Threading Daily — 26.11.2025 👻

🔖Macro
- PPI to be released today
- Powell allies indicate December rate cut likely
- Stocks have strong day led by Tesla & Google
- Short bets against UK GBP grow ahead of budget
- US holding secret Russia-Ukraine talks in UAE
- Xi raises future of Taiwan on call with Trump
- Michael Burry launches newsletter, calls AI a bubble
- Meta may shift chip spending to Google from Nvidia
- Amazon plans to invest $50b in US data centres

🔖Crypto News
- BTC hits $89k before dipping, dominance falls
- BTC Sharpe Ratio nears 0 in reversal sign
- Monad up 50% from ICO price
- HYPE volatile as short seller squeezed
- BitMine owns 3% of ETH supply, aiming for 5%
- Metaplanet draws $130m from facility to buy BTC
- Japan to require exchanges to keep reserves for hacks
- Binance sued for facilitating payments to Hamas
- Upbit seeking Nasdaq IPO
- Berachain denies investor is asking for $25m back
- MegaETH pre-deposit encountered 'minor tech issues'
- Pumpfun announces community grants
- Myriad hits $100m volume

🔖Alpha/Good Reads
- "Ideas We Are Excited for in 2026" — Coinbase Ventures
- Pre-Deposit Bridge Retro — MegaETH
- Crypto x AI Needs New Benchmarks — Archetype

🔖Raises
- CreatorFi (Strategic) $2M, Stable coin lending platform < Aptos

🔖Early Projects
- @tare_io, Bio: tare.io
- @Rain__Protocol, Bio: A decentralized prediction markets protocol where anyone can create markets. Built on @arbitrum, with cross-chain support.
- @FlexionRobotics, Bio: Complex intelligence for simple human tasks. flexion.ai
- @Sorla_io, Bio: Your gateway to global data. linktr.ee/Sorla_io

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

👻 Threading Daily — 25.11.2025 👻

🔖Macro
- China sees unprecedented investment slump
- Japan approves $135b stimulus to help cost of living
- Trump considers selling Nvidia H200 chips to China
- Alibaba AI app strong start, aims to rival ChatGPT
- X doxes location country of users
- Elon’s DOGE has been disbanded
- Anthropic introduces Claude Opus 4.5

🔖Crypto News
- BTC now 2 weeks below 50w MA, bear market signal
- BTC ETFs see record volumes, net inflows on Friday
- HYPE briefly dips below $30, team supply set to vest
- SOL intros proposal to double deflation rate
- Grayscale DOGE, XRP ETF to launch today
- China has 14% of global mining share
- BitMine buys more ETH, to offer small dividend
- Strategy become the crypto market hedge: Tom Lee
- Korea set to crack down on crypto exchanges
- US probes China’s Bitmain
- Monad: USDC, CCTP, wallets, contracts now live
- Base txs hit a new daily ATH of 18.2M
- trade.xyz fees reduced 90% for equity perps
- Aerodrome, Velodrome hit with front end compromise
- Aerodrome executes 609K AERO buyback
- Cardano forks chain after ‘vibe coding’ leads bug

🔖Alpha/Good Reads
- Inside x402 - Mapping the First Wave of Agent Payments — Memento Research
- My Life Is a Lie: How a Broken Benchmark Quietly Broke America — Michael W. Green
- Monad Mainnet Now Live: Explore The Eco

🔖Raises
- Nad.fun (Seed) $1.1M, Social Memecoin Playground
- Monad (Public sale) $188M, High-performance layer 1 blockchain

🔖Early Projects
- @arcwtf, Bio: Building the universal trading layer for all markets. Powered by @Solana and @Kalshi
- @oneshotbid, Bio: 24/7 crypto & equities perps trading. Take your shot now app.oneshot.bid
- @naddotfun, Bio: You can just launch things on @monad nad.fun
- @bonadfun, Bio: Launch your tokens permissionless on Monad with bonad.fun
- @Sunrise_DeFi, Bio: Sunrise brings newly listed assets to Solana, from wherever they launch. sunrisebridge.xyz

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

here's one ICO that i am pretty excited for👇

https://x.com/arndxt_xo/status/1993184259310486011

👻 Threading Daily — 24.11.2025 👻

🔖Macro
- US jobs data better than expected
- Nvidia gains reverse, stocks resume slide
- Fed’s Barr signals inflation concern
- US decides not to boycott G20
- EU to issue warning to Italy on golden power rules

🔖Crypto News
- BTC RSI hits lowest level in 3 years
- BTC ETFs suffer second largest outflow ever
- Jesse Pollak’s JESSE sitting at $15m
- Tom Lee’s Bitmine has $3.5b unrealised loss
- Sell-off due to software glitch: Tom Lee
- Gunden sells $1.4b BTC holding after 14 years
- FG Nexus sells 10k ETH to fund share buyback
- Metaplanet plans to buy $95m BTC
- MSCI may remove DAT companies from index
- India to launch ARC stablecoin
- Securitize collabs with Plume to expand RWA
- Coinbase adds ETH backed loans via Morpho
- Coinbase to list BOB
- Solana: $MON may open to trade before exchanges
- Kalshi raises $1b at $11b valuation

🔖Alpha/Good Reads
- Vitalik Shares Prediction on X’s New Country-Disclosure Feature
- On Whether DATs Should Trade At, Above, or Below Their mNAV — Matt_Hougan
- Redeeming the Internet’s Original Sin: x402 & Autonomous Economies — abbaquant

🔖Raises
- Numerai (Series C) $30M, A new kind of hedge fund < USV, Shine
- RateX $7M, Leveraged Synthetic Yield exchange < GSR, crypto.com, gate, echo, Animoca
- Mu Digital (Pre-Seed) $1.5M, RWA platform for Asian companies < CMS, Signum, UOB, Monad, echo, YGG...

🔖Early Projects
- @reflowxyz, Bio: All markets, one flow
- @ArcherExchange_, Bio: MEV-Resistant Batch Auctions Exchange on @solana archer.exchange
- @tangiblerobots, Bio: Making robots commonplace
- @biptapofficial, Bio: Bank in Privacy.

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

Bearish structures confirmed last week on Equities and havent been able to quite recover yet. Thought maybe we'd get a bigger rally back at least but Friday we got slammed with lotta sells. Market looking quite scary for bulls. Expecting initial reaction of more deadcat bounces here then a bottom. Need to see those dbl bottom structures again as we now have Weekly dbl tops confirmed here. Feeling the bearish tones.

BTC still within its RLZ. Nice tag of the 88.6 level there and support stepped up. Now trying form a base along that 78.6 level as well. This is where we need to see the bulls step up. Potential bull div still building and we were oversold on momentum. Deadcat bounce or not we should at least expect to see some fight here. Ideally need to wait for those dbl bottoms again.. ETH finally in its RLZ range tagging the 61.8 level. Same thing on momentum with potential bull divs getting closer to confirming and hitting oversold conditions. All were missing is a dbl bottom here as well to confirm. Looking better today then it was on Friday haha. Still early and waiting on structure here.

ALTs got nuked again and sadly all our recent positions (ENA, Pendle, LINK, AAVE, HYPE) all got washed and stopped. Only Manta survived the reckoning haha. Still waiting for those dbl bottoms in the index's. Atm we got a V bottom coming in, deadcat bounce most likely from all the sell pressure this weekend. Tough market as most are just slowly grinding lower. Seems like we need to really clean up those big tails left behind. Waiting for new setups now and for those bullish structures in price to show. We are at extreme fear so eventually something should pop. Just a matter of when and how strong 🙈🙏. Show me them dbl bottoms!

a few days back, cloudflare goes down → all of the internet evaporates.

honestly, moments like these make the thesis even clearer to me.

so, i’ve dug up the drawers for some spare phones and made this little "phonefarm" setup…. 😂

i started with two iphone, now even an old android phone has joined the crew and it works lol

tiny setup, but it’s cool knowing these little devices are part of a network trying to break the cloud monopoly.

there wont be a case where "our server died so your entire stack is gone.”

this is exactly why i’m so bullish on depin and why i’m proud to see $11m raised.

some @Acurast numbers:
- 149k+ phones connected (i have contributed some of it here)
- 87k+ deployments
- 492m+ on-chain txs
- $11m raised from @CoinList @peaq, @gavofyork, @MNCapital_vc, @scytaledigital, @Web3foundation

and we’re still early. tge coming.

the machine economy is forming. acurast is one of the few actually pushing it forward.

onward ☁️

https://x.com/arndxt_xo/status/1992529794651803793

i may not be 100% right but i stand by my thoughts about the macro situation and i wanted to reiterate some salient points.

i think that framework of a “late-cycle slowdown” is already obsolete.

so we’re not dealing with a standard macro cycle anymore but within it is a familiar narrative.

here’s my 6 points 👇

https://x.com/arndxt_xo/status/1992265545794920694

Gm,

The market is very ugly.

This time, I decided not to watch my portfolio go to zero in the case of a Bear Market.

Having a portfolio down 80% last cycle & no dry powder to buy the generational entries was painful.

So I derisked, and sold my $ETH at $4k, $3.6k, and $3.3k.

https://x.com/CryptoShiro_/status/1991830364105445526

Ngl this is a bad bad sign in my mind.
DATs > ETFs is not consistent with long term investor alignment.

ETF holders tend to be institutional or long term allocations to pension funds etc. DAT holders are retail looking for leverage.

Don’t know when; but this won’t end well.

https://x.com/crypto_condom/status/1991873340659867893

i still remain very positive that @apriori keeps building

despite the fud around $APR, price is still holding up

crime always pumps and like to share my 2 cents here 👇

https://x.com/arndxt_xo/status/1992138279622467892