Threading on the Edge

as much as i agree, that base is forcing narratives, I’d like to present an alternative take.

tbh if we noticed that base never took the lead in any winning narratives.

memes - Solana, BNB chain
rwa - Plume
defi - Arbitrum seeing more defi now on Solana, BNB chain too.
bitcoin - Lighting network

ai launches - base? but was short lived, only support with cb listing way after, and then zora came but didnt last too long.

recently they are onto tokenization, prediction markets, creator coins, and their launch of @baseapp (all in one app, trade anything) mentioned in an ama with @justinsuntron @Punk9277 yesterday

my guess is that base can do everything but excels at none because of strict ties with cb and under regulatory watcheye. they are trying to be early but it comes with risks and to front run each narrative but someone just does it better.

they have the huge runway to be early and last through a marathon, so probably they can afford to just grind through some really dry narratives

still very little interest on base. i wonder what can be the 100x growth for base?

https://x.com/arndxt_xo/status/2002239290034761796

👻 Threading Daily — 19.12.2025 👻

🔖Macro
- Platinum hits 17 year high, Silver hits ATH
- Margin debt as % of M2 highest since GFC
- Trump: We want our oil back from Venezuela
- US threatens to retaliate against EU on digital tax
- Amazon to invest $10b in OpenAI in circular deal
- OpenAI still in talks for funding at $750b valuation
- AI revolution not happening fast enough: Reuters

🔖Crypto News
- Crypto volatile as stocks fall, BTC dominance rises
- XMR approaching May 2021 ATH
- HYPE down 10%, may remove $1b from circulation
- SOL pilots quantum-resistant transactions
- Whales bought $23b BTC over last month
- $300b dormant BTC entered circulation in 2025
- Coinbase launches stock trading & prediction markets
- Binance exploring US relaunch
- AAVE founder announces 2026 roadmap
- Tether launches P2P password manager PearPass
- Fuse Energy, Solana based DePIN, raises $70M
- Football.Fun ICO hits hard cap in 30 hours
- Bonk partners with dYdX for DEX

🔖Alpha/Good Reads
- Hyperliquid at the Crossroads: Robinhood or Nasdaq Economics — shaundadevens
- Lighter vs Hyperliquid: Fees, Fairness, and ADLs — The Chopping Block
- HyperEVM’s “Deadly Sins” — FourPillarsFP

🔖Raises
- DAWN (Series B) $13M, Decentralized wireless network < Polychain
- Fuse (Series B) $70M, Decentralised Renewable Energy Network < Balderton

🔖Early Projects
- @BONK_trade, Bio: BONK.Trade
- @predictdotfun, Bio: The BNB-native prediction market, backed by @yzilabs 🤝 🔮discord.gg/predictdotfun
- @predexon, Bio: The Unified API to connect all Prediction Markets Backed by @alliance predexon.com
- @tnkrdotai, Bio: GitHub for robots tnkr.ai
- @UltraLayer, Bio: ███████ , ████ , █████ the web.

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

我终于发布了第一条YT视频啦哈 ⁽⁽ ◟(∗ ˊωˋ ∗)◞ ⁾⁾

一直想着熊市能干点什么，写挖矿内容怕没人玩，最后还是决定先做个自我介绍，分享一下自己的工作经验，怎么从一个非技术导向的小伙子慢慢建立经验，运营自己的社区和运营推特，希望为想要入行的小伙伴带来有用的资讯。

希望大家多多支持哈（晚点加上英文字幕）：https://www.youtube.com/watch?v=2R73CiU89gM

https://x.com/0xshinchannn/status/2001137533321928829

A very solid @Polymarket strategy that I’m currently coding.

I tested it manually and it’s extremely effective already, but it will be even more powerful once fully automated in a bot.

Everything happens on the “Bitcoin Up or Down” 15-minute market.
> A YES share pays $1 if BTC is above its reference price, $0 otherwise.
> A NO share pays $1 if BTC is below its reference price, $0 otherwise.

https://x.com/the_smart_ape/status/2001615794111656132

👻 Threading Daily — 18.12.2025 👻

🔖Macro
- Silver continues hitting ATHs
- Trump: Tariffs have cut US trade deficit by 50%+
- Trump orders ‘complete blockade’ of Venezuela
- US carries out attacks on 3 boats in Pacific
- Germany to approve EUR 50b in military purchases
- EU to abandon combustion engine ban
- Amazon in talks to invest $10b+ in OpenAI
- Tesla hits another ATH

🔖Crypto News
- Memecoin volume down 90% in a year
- HYPE price target $200: Cantor
- Spot XRP ETF surpass $1b inflows
- BitMine buys $141m more ETH
- Crypto ownership falls to 8% in UK: FCA
- Securitize to launch ‘real’ stocks onchain
- OKX rolls out spot margin trading in Europe
- SEC concludes Aave probe
- Visa intros stablecoin settlement via USDC on SOL
- Exodus, MoonPay to launch USD stablecoin
- Kraken launches SportFun token sale
- Worldcoin ID now on Tinder
- Prediction market Probable to launch on BNB chain

🔖Alpha/Good Reads
- The State of DeFi in 2025 — DL Research
- Crypto Predictions for 2026 — VeradiVerdict
- The Prediction Market Duopoly - An Analysis of Kalshi and Polymarket — Foresight Ventures

🔖Raises
- ETHGAS (Seed) $12M, Infrastructure layer for programmable gas < Polychain, Amber, Stake, BlueYard
- worm.wtf (Pre-Seed) $4.5M, Prediction market built on Solana < 6MV, Alliance, Solana, Borderless...

🔖Early Projects
- @ETHGasOfficial, Bio: Pioneering Ethereum blockspace markets, unlocking profound capital efficiency and precision for builders to power an instant and gasless Ethereum for everyone.
- @Pears_p2p, Bio: Empowering developers to build the future of 🍐 P2P apps with zero infrastructure cost. Revolutionize how we connect, share, and create with Pear Runtime.

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

etherfi is starting to look less more like a consumer-fintech distribution machine.

@ether_fi strategy is being a distribution rail, acquiring users through spending, then upsell them into staking/vaults when they’re already living inside the app.

what changed
- still sits at ~$7.75B TVL (today), but the more interesting signal is where usage is compounding: cash.
- cash is positioned as a non-custodial Visa card + app (Apple Pay / Google Pay), meaning spend is no longer an “offchain side quest”
- on the data side, cash has printed multiple $2M+ daily spend milestones (incl. ~$2.2M ATH with $2.74M/day implying $1B annualized volume).
- cumulative card volume is already >$120M

some thoughts on the trend we are seeing
- we’re rotating to cash-flow driven businesses. protocols with recurring revenue (interchange/FX/spread) may get closer to fintech-style multiples.
- this also lines up with the stablecoin payments supercycle narrative: forecasting stablecoin payments into the $1T+ direction this decade, and card rails are one of the easiest.
- plus: as token markets mature, revenue becomes the cleanest way to fund buybacks, incentives, and product expansion

interesting metrics i would watch next
- cash revenue mix vs staking/vaults (and net margin after cashback)
- conversion: spend users → depositors

https://x.com/arndxt_xo/status/2001468688013377978

一图看清币安公布的首个黑名单机构什么来头？🖼

https://x.com/punk2898/status/2001189479181349121

been seeing a lot of new prediction markets lately, so I took a quick look
2 on bnb yzilabs side, 3 on sol (predictfun, probable, factmach, wormwtf, space)

https://x.com/jeg6322/status/2001142714252034413

👻 Threading Daily — 17.12.2025 👻

🔖Macro
- Platinum hits 14 year high
- Fed injected $5.2b into US banking
- Asset managers extremely bullish on US stocks
- BoJ likely to start selling ETF holdings from Jan
- Trump admin launches ‘Tech Force’ for AI
- Trump sues BBC for $10b
- Ford to write down $19.5b EV investments
- Tesla hits ATH, Elon’s net worth hits $600b

🔖Crypto News
- Crypto falls amid renewed macro jitters
- Strategy buys $980m BTC, BitMine buys $321m ETH
- Japan’s SBI Holdings to launch stablecoin
- Russia’s Sberbank testing DeFi products
- CME launches spot-quoted XRP, SOL futures
- PayPal intros PYUSD savings vault on Spark
- Ripple taps Wormhole to expand RLUSD to L2s
- Aster launches Shield Mode for private trades
- MetaMask rolls out BTC support
- SOL has faced sustained DDoS attacks this week
- Ondo announces tokenised stocks on SOL
- Sportdotfun ICO goes live today, $60m FDV
- Kalshi launches parlays

🔖Alpha/Good Reads
- Aave Will Win: 2026 Master Plan — Stani Kulechov
- Crypto is Dead — DougieDeLuca
- Crypto Outlook 2026 — Bitcoin Suisse

🔖Raises
- Space (Strategic) $3M, Leveraged prediction markets < Morningstar, Arctic
- Speed $8M, Bitcoin and Stablecoin payment processor < Tether, Ego Death
- RedotPay (Series B) $107M, Crypto wallet and payment solutions < Goodwater, Pantera...
- Strata (Seed) $3M, Perpetual yield tranching protocol < Maven 11, Faction

🔖Early Projects
- @limoraprotocol, Bio: Decentralized trading (~50x) and lending, via concentrated liquidity (~7x traditional APY), on @base @districtxyz @dydx linktr.ee/limora_protocol
- @MirrorAI_, Bio: Autonomous capital layer. Always-on. Powered by MAI. Multi-strategy vaults across chains. Earn relentlessly.
- @SunbeamMoney, Bio: The Bitcoin Savings Account. Real Yield in BTC by @asymmetryfin x @yearnfi Coming very soon.

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

List of startups accelerators you can apply for web3 projects:

https://x.com/DeRonin_/status/2000912480730591626

seeing $META winning the ownership arc, i believe this is a winning model that many projects will emerge winners and I am seeing it win in casino: be the casino owners

i was looking up projects with this model and my DMs picked up something interesting called Bluff

@official_bluff is an on-chain casino ecosystem built by the team behind @Stake, @bet365
- generated $4B in about 5 weeks during the pre-launch.
- already seeing 400k sign ups
- over 100k DaU
- onchain transparency + provable fairness baked in
- you get $1K credit every 24hrs to gamble

“ownership only means something when there is already something worth owning”

$SOSO @SoSoValueCrypto is the perfect example where users got airdrops with up to $50k to some of their most loyal users and Bluff looks like a similar playbook

but i believe this is worth some time to interact, its ZERO risk so interact/gamblefarm the underfarmed,

i am stacking blinkpoints and if i everything checks out 10K BP could equal $1–2K+ depending on multipliers.

be the casino owners, just keep winning

https://x.com/arndxt_xo/status/2000912294122021045

👻 Threading Daily — 16.12.2025 👻

🔖Macro
- This week: Inflation, Jobs, Retail sales data
- Stocks slip as Broadcom drives tech stocks lower
- Trump signs EO for a national AI standard
- BoE set to cut rates this week
- US has earned $18T in tariffs: Trump
- China to pump $70b into semiconductor industry
- Land strikes in Venezuela are starting: Trump
- Ukraine offers to drop NATO membership demand
- EU leaders split on US strategy on Ukraine
- 15 killed in Sydney terrorist attack

🔖Crypto News
- Crypto weak, Bitcoin bounces at $85k
- UAE’s largest retailer accepts stablecoins
- S Korea’s FSC delays stablecoin bill
- Spain busts crypto kidnapping ring
- UK treasury drafting new crypto rules
- Tether considers tokenising stock at $500b value
- Coinbase adds LIGHTER to roadmap
- Coinbase prediction market to be powered by Kalshi
- Moodys intros stablecoin ratings
- Kamino unveils new RWA platform
- Jupiter unveils product, infra upgrades
- Talus token debuts at $230m FDV
- Pyth commits 33% of treasury for token buyback

🔖Alpha/Good Reads
- 2026 Digital Asset Outlook - Dawn of the Institutional Era — Grayscale
- Who Owns 'Aave': Aave Labs vs Aave DAO — DefiIgnas
- Solana is #1 in Usage KPIs in 2025 — Artemis

🔖Raises
- N/A

🔖Early Projects
- @yolo_markets, Bio: First Ever Oracleless Opinion Markets | No token, do not fall for scams
- @arcnovaai, Bio: Building the first AI terminal on Lighter. NOVA: an intelligence growing in the dark. Early signals detected.
- @anvylai, Bio: building the foundation of physical intelligence for industry

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

GM from Abu Dhabi, Why I’m Betting Everything 2026 on Solana

Breakpoint 2025 is the moment where everything I’ve been saying about Solana for the past few months years gets validated.

And honestly, I can’t wait to watch everyone else scramble to figure out what took them so long, its not SLOW-lana era anymore.

Welcome Breakpoint and Goodbye Breakpoint, see you in London 2026.

My key takeaways from Breakpoint this year 👇

Twitter: https://x.com/arndxt_xo/status/2000595613197713667

FULL Article: https://threadingontheedge.substack.com/p/gm-from-abu-dhabi-why-im-betting

Crypto Watchlist for the week ahead

$LIGHTER - Lighter is rumored to launch its token this month, as Coinbase added it to its listing roadmap

$FOLKS - Folks teased the upcoming launch of xChain V2, which will introduce cross-chain vault-based DeFi loans

$JUP - Jupiter will launch its new stablecoin built in collaboration with Ethena next week

Base - Base will make a big announcement on Dec. 18 (maybe about its upcoming $BASE token?)

$IN - INFINIT will launch Prompt-to-DeFi, an AI-powered way to create DeFi strategies, on Dec. 18 for early users

$COIN - Coinbase is set to launch prediction markets and tokenized stocks on Dec. 17

$ARB - $19M worth of ARB will be unlocked on Dec. 16

Macro events - Bank of Japan is expected to hike rates next week for the first time in 11 months

$MNT - mETH Protocol, the liquid staking & restaking ETH protocol built by Mantle, will undergo a big upgrade on Dec. 15

MegaETH - MegaETH will open its mainnet to app builders next week

$BTC - Trump is expected to start interviewing candidates for the next FED chair next week

$SNX - Synthetix will launch its perps DEX on Ethereum on Dec. 17

If you enjoyed reading this, a like and a repost would be appreciated🫡

https://x.com/TheDeFinvestor/status/2000132122875474044

Crypto + Macro Stuff I'm Looking At Right Now

https://x.com/rektdiomedes/status/2000351445950906453

👻 Threading Daily — 15.12.2025 👻

🔖Macro
- Silver new ATH, most overbought in 45 years
- Trump considers ending taxes on gambling winnings
- China signals modest 2026 stimulus
- Chinese property giant loses state support
- OpenAI reveals more advanced model

🔖Crypto News
- 10/10 profitable whale puts on $500b crypto longs
- Belarus bans citizens from foreign crypto exchanges
- UK’s FCA prioritizing stablecoins in 2026
- Congress asks SEC to allow crypto in 401ks
- SEC allows DTCC to offer tokenisation service
- CFTC rolls back 2020 guidance on crypto
- JP Morgan creates SOL token for Galaxy debt
- Coinbase-incubated x402 V2 launched
- Coinbase to launch prediction market & stock trading
- Binance API update hints at stock perp contracts
- Binance launches private IOI features
- Klarna taps Privy to add crypto wallet
- YouTube integrates PayPal stablecoin
- Do Kwon sentenced to 15 years prison

🔖Alpha/Good Reads
- Aave V4: The End of Fragmented Liquidity — Stablewatch
- Top 14 Staking Pools on Solana — Blocmates

🔖Raises
- Testmachine $6.5M, AI-powered Blockchain Security < Blockchange, New Form, Generative, Contango, Delphi
- YO (Series A) $10M, Multi-chain yield optimizer < Foundation, Coinbase...
- HolmesAI (Strategic) $5M, AI agent service platform < CatcherVC, Generative...

🔖Early Projects
- @SectorOneDEX, Bio: Native DLMM DEX launching on @MegaETH The most efficient liquidity layer for traders & LPs.
- @LoraFinance, Bio: Access upside without holding the full asset — on-chain, continuous, flexible.
- @SupernovaDex, Bio: N/A
- @zerohashx, Bio: Where transactions move at the speed of ideas. zerohash.com

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

OI of @Polymarket is pushing past 300m in december, i believe this will only get higher.

prediction markets will see massive through collateralizing their bets: open interest → collateral value → borrow capacity → more open interest.

once outcome tokens can plug into lending curves, liquidations, and yield, prediction markets stop being a side app and start behaving like a composable rates product.

i expect to see more developments and innovation around predictions markets

i think @gondorfi will be the defi moment for prediction markets: it allows users to take loans on their poly market positions while traders hold onto their bets.

the mechanic is simple:
- yes/no shares (erc-1155, $1 at resolution) become collateral
- you can borrow usdc up to ~50% ltv
- loop to ~2x via borrow→buy→repeat
- lenders get a market-cleared rate (capped ~10–30%)
- liquidations kick around ~77% ltv
- pricing leans conservative (bid + twap)
- for high-vol markets, thresholds decay into expiry to reduce tail risk.

this directly attacks the core bottleneck in prediction markets.

duration kills liquidity.

long-dated “correct” trades used to be capital inefficient and now they can be defi composable to earn yields.

https://x.com/arndxt_xo/status/2000365707809391037

7 GUD READS 📚 (Edition No. 68)

1️⃣ Make Revenue , Not Crime | My 2026 Crypto Plan by
@poopmandefi


2️⃣ 11 Themes of 2025: The Year It Changed for Everyone by
@stacy_muur


3️⃣ Here’s the dark-side of altcoins that no altcoin founder wants you to know about by @cryptodan19

4️⃣ AI, ZK, and the New +$1T Market for Truth by
@jmrphy


5️⃣ A World of 1000 Stablecoin Neobanks by
@proofofnathan


6️⃣ I do not regret spending 8 years of my life in crypto by
@nic_carter


7️⃣ How to set KPIs that work for both bear and bull markets by
@thenouxnoux


Dig into the alpha here 👇

https://x.com/thelearningpill/status/1999841768272203909

Stablecoin 101 Resources

https://x.com/chuk_xyz/status/1912500261404237875

i picked up $EDEL here as i believe this will go higher, rotate to base

most people are distracted because the market feels bad. that’s usually when these setups form.

$EDEL is probably the only play that make sense in this market on base with huge catalysts: coinbase, testnet, tokenization, team background.

coinbase has been vocal about tokenized equities and base is their distribution layer. that value will overflow to tokenized projects on base.

@edeldotfinance is effectively the only pure-play on onchain lending + borrowing for tokenized stocks, and it’s already built on @base.

@game_for_one shared two near-term catalysts making this a clean setup:

• ~6h: testnet goes live
• ~3 days: coinbase tokenization event, with the spotlight on tokenized assets

https://x.com/arndxt_xo/status/2000192889675214910