Threading on the Edge

the only cheatsheet for all FREE and PAID AI tools that you will ever need

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https://x.com/arndxt_xo/status/2046541292428271994

👻 Threading Daily — 21.04.2026 👻

🔖Macro
- Oil jumps +8% as Strait of Hormuz closes
- Japan's Nikkei up +1% despite oil surge
- S&P 500 ATH while consumer sentiment at ATL
- US Marines seize Iran ship Touska
- Iran launches drone attack on US ships
- 7.4 quake hits Japan; tsunami warning
- UAE asks US for wartime USD swapline
- Retail picks beat funds by +11% in April
- Shiller PE ratio hits 2nd all-time high
- GS, BoA eye near-term market pullback
- US wages gap widest on record, K-shaped
- Smartphone shipments -13% YoY: Kobeissi
- GPT-5.5 drops this week
- Anthropic x Amazon for 5 GW+ of new compute
- Singapore MAS flags Claude Mythos risk

🔖Crypto News
- BTC weekend CME gaps open at $77K
- Top Gainers: RAVE, ASTEROID, PIEVERSE, SPX, 币安人生
- ETH not built for high frequency trading: Vitalik
- ETH going under $1k this year: Ansem
- NFTs rally in rotation away from DeFi
- XRP trading goes live on WhatsApp
- MEGA rallies back near $2B pre-market
- ASTEROID hits $20m after Elon links
- HYPE underperforms after Hayes sells
- Binance BTC reserves at 7-month low
- Coinbase launches USDC-backed UK loans
- BlackRock BTC ETF saw $906M weekly inflow
- Saylor teases another BTC after MSTR rally
- ZachXBT next questions Memecore valuation
- Vercel also exploited, tied to AI tool OAuth
- Kelp hacked for $290M, tied to N Korea Lazarus
- Aave pools affected, TVL down $8.5B over 2 days
- LayerZero blames Kelp 1-of-1 DVN setup
- Kelp DAO blames LayerZero infrastructure
- $15B leaves DeFi since Kelp hack
- Arbitrum freezes 30,766 ETH connected to the exploit
- Arbitrum action sparks Decentralization debate
- Polymarket eyes $400M raise at $15B val

🔖Alpha/Good Reads
- The DeFi Underworld
- Samsung Shares AI Design Thesis
- Arbitrum Security Council Member: All it Takes for Evil to Triumph is for Good Men to Do Nothing

🔖Raises
- JPYC (Series B) $17.6M, Japanese Yen stablecoin < Metaplanet, NCB, Techmira, Canal, SUMISEI...
- KAIO (Strategic) $8M, A protocol purpose-built for RWAs < Tether, Laser, BH...
- Hata (Series A) $8M, Crypto platform < Bybit

🔖Early Projects
- @EkaRobots, Bio: Mastering Physics via Self Learning. The Era of Superhuman Robotics. ekarobotics.com
- @shareinternet, Bio: Everyone’s Internet - We are building the global hyperscale Internet network. share.inc
- @totalistrading, Bio: derivative layer for prediction markets | backed by @ycombinator totalis.trade

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

⚠️🌎 A global recession could be on the horizon if the Strait of Hormuz remains closed for an additional three months, according to Gunvor. The closure could severely impact oil supplies and global markets, raising concerns among economists and investors alike. For more information, visit mt в max.

TIL you can pull the backlinks to any domain for free (instead of using a service that charges hundreds a month) using Common Crawl's web graph. Wrote a tiny bash script:

https://x.com/retlehs/status/2045169132748877992?s=46&t=hr2fbvcHJGpvp_SbDstdzg

👻 Threading Daily — 20.04.2026 👻

🔖Macro
- Trump: ANYONE SICK OF WINNING YET?
- Perplexity releases Personal Computer
- OpenAI introduces GPT-Rosalind
- Anthropic launches Claude Design

🔖Crypto News
- Bitcoin ETFs saw $996M weekly net inflows
- Everything gained on Friday was lost on Saturday
- XRP is now live on Solana
- $ASTEROID x10 after Elon Musk tweet
- $RAVE down to the ground after big wallets' dump
- Lobstercash x Mastercard for AI agent payments
- Nevermined integrates Visa Intelligent Commerce, x404, VGS
- Circle introduces USDC bridge
- Pumpcade launches ACE round
- Tempo introduces privacy solution 'Zones'
- ether.fi is officially live on OP mainnet
- Canva x Claude integration
- Drift Protocol incident recovery update
- KelpDAO LST rsETH exploited for $280M
- Aave freezes rsETH markets on Aave V3 & V4
- Aave shaken by the hack: $5.4B flees the system
- Polymarket seeks $400M raise at $15B valuation

🔖Alpha/Good Reads
- Tokenization 101
- The Convergence of DeFi, TradFi and CeFi
- Project Darkbloom: Turning Idle Macs into an AI Powerhouse

🔖Raises
- BlockInvest (Strategic) $4M, Financial management platform < UniCredit
- Mindra (Strategic), A Decentralized LLM Infrastructure Network < LandScape, Harbor, Candaq

🔖Early Projects
- @forgecodehq, Bio: Code • Refactor • Debug • Test • Document
- @Tulpea_org, Bio: Decentralized risk management, built for real-world finance. Rebuilding neo-banking on @MegaETH. tulpea.org
- @TaurusFinance_, Bio: N/A
- @tastemarketsxyz, Bio: trade what you care about

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

How will Kelp socialize the losses?

Option 1: Holders of bridged rsETH on alt chains get burnt
- minimize the number of people affected
- can't tap into Umbrella on Aave Core
- No losses for aWETH holders
- establish the precedent of bridged assets being 2nd-class citizens

Option 2: All holders of rsETH take the same haircut
- more people are unhappy
- mass liquidations on Aave
- Umbrella covers the remaining bad debt
- aWETH is made whole eventually

Option 3: Take a pre-exploit snapshot
- most people holding rsETH are happy-ish
- loss is socialized among aWETH holders after the Umbrella backstop
- Kelp is forever banned from DeFi
- Kelp may get sued by Aave (scarier than being sued by individual rsETH holders)

https://x.com/0xedenau/status/2045769191513629155

episodes like $RAVE should make us question whether parts of crypto are actually markets in any meaningful sense

$RAVE does not look interesting to me because it was extreme,

it looks interesting because it reveals the true logic underneath many alt perp markets and i take joy analysing into their modus operandi

the lesson here is that price is not the output of broad conviction

ugliest part is that retail paid most of the bill:
- 15mil trades analyzed
- $28mil in liquidations
- users lost $17mil

however coins like $HYPE accruing true value for token holders and have held through the entire 2026 much stronger than any other alt and have outperformed $BTC

even though $EDGE @edgeX_exchange is probably another case of low float, high supply control by the team, i have to give it its due recognition that its probably the next strongest perp dex to @HyperliquidX in terms of token performance post TGE. i dont think the team will pull a stunt like what @RaveDAO did because they cant afford to do that so i believe long term upside is the way that it will go.

my only longs that are probably in the green are only $HYPE and $EDGE

so look for the strong coins in the weak market and that strategy always play out.

https://x.com/arndxt_xo/status/2045763086142075017

How to Connect Claude to TradingView (FULL GUIDE)

https://x.com/milesdeutscher/status/2044536031991763414

THIS GUY JUST DROPPED A 16 MIN TUTORIAL ON USING GEMINI 3.1 + SEEDANCE 2.0 TO BUILD CINEMATIC $10K WEBSITES

https://x.com/roundtablespace/status/2045030749598810280?s=46&t=hr2fbvcHJGpvp_SbDstdzg

Trading just changed forever..

@claudeai is connected directly to a live brokerage through @public API. Research, analysis, and execution now lives inside one conversation. Equities, options, crypto, bonds.

Short demo/setup ~10min. Docs link in comments 🦾

https://x.com/buildwithpublic/status/2044790902019727863?s=46&t=hr2fbvcHJGpvp_SbDstdzg

10 repos blowing up on GitHub this week that replace $1,500/month in AI tools

https://x.com/seelffff/status/2044868944830644317?s=46&t=hr2fbvcHJGpvp_SbDstdzg

i built a trading journal with Claude.

https://x.com/rags2tendies/status/2044955185437696446?s=46&t=hr2fbvcHJGpvp_SbDstdzg

👻 Threading Daily — 17.04.2026 👻

🔖Macro
- S&P 500 closes above $7k for first time ever
- Stock market out of Fear for first time in 2 months
- China Q1 GDP grows 5%, beats expectations
- US sets oil export record at 5M+ bbl/day
- Israel-Lebanon leaders set to speak for first time
- Russia: Ready to supply India with unlimited oil
- CFTC probes oil trades timed to Trump posts
- FDA set to ease restrictions on peptides
- Europe could run out of jet fuel soon
- Spirit Airlines facing liquidation this week
- Anthropic to expand UK office
- Snap lays off 16% of its workforce
- Allbirds stock does 9x, rebrands as AI company

🔖Crypto News
- BTC reclaims $1.5T market cap
- Top Gainers: SIREN, ORDI, M, RAVE, IP
- BTC funding rates negative 46 days straight
- Whales buy 270K BTC in 30 days, most in 13 years
- Kalshi traders forecast BTC at $95K this year
- Tether buys 951 BTC, now holds 97K BTC
- RAVE continues to lead supply controlled coins
- Justin Sun calls World Liberty vote a ‘sham’
- Proj Jiang calls Bitcoin a ‘CIA operation’
- JPM: Clarity Act nearly complete
- CME plans SUI futures for May 4
- Telegram launches agentic bots
- Drift Protocol incident recovery update
- RHEA Finance exploited for $7.6M
- Mother, son freed from French crypto kidnapping

🔖Alpha/Good Reads
- Youtube Is the Next Neobank
- Jensen Huang Interview Summary
- Stanford AI Index 2026 Report
- Jupiter - A Gassed Up Giant

🔖Raises
- KieDex $3.5M, Crypto futures exchange < CSP, Hiden Street...

🔖Early Projects
- @FileCityAI, Bio: The fastest way to understand any codebase. Interactive. Visual. Narrated step by step. Part of
@Principal_AI_ app.principal-ade.com
- @enhanced_defi, Bio: Earn more on your favorite assets with derivatives strategies onchain. linktr.ee/EnhancedFinance
- @AstariaTrade, Bio: Trade world events with 100x leverage

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

Claude Code x TradingView is one of the most powerful AI trading setups I've ever used.

You can literally turn Claude into your personal trading assistant in minutes.

Vibe-code custom indicators, conduct deep technical analysis, and more.

This cheatsheet teaches you how:

https://x.com/milesdeutscher/status/2044856117801685333?s=46&t=hr2fbvcHJGpvp_SbDstdzg

we won’t get an answer

so let’s run through some speculative analysis through 3 angles:
- how would this benefit tether
- has it been aligned with what tether past business activities
- how will others view this as: positive or negative to the space

here’s my analysis:

1) tether absorbs drift, or some part of drift
- tether has been known to acquire several companies in the past few months
- not only tether but many major companies have been acquiring others that complements their business
- in the past months from q4 of 2025 till now 9 companies have been acquired by tether
- they include sectors like ai, particularly gold, compute, creator marketplace

2) better optics/narrative to be framed as a aiding the “community”
- why I think this move is brilliant, purely coming from the optics and positioning pov
- they get buy in from ALL affected users and the Solana community a big W for tether imo
- they show dominance and generosity and speed to market vs USDC, their competitor
- they turned the table after years of being compared to USDC and FUD around USDT is now onto USDC
- tether now have shown dominance as the leader in the stablecoin space
- framing it as a funding aid helps to bring back confidence of users towards the protocol
- drift loyal community and Solana members would have preferred it be Solana native

3) it’s the perfect distribution avenue for tether an use cases
- this creates more use cases on drift and even more so on Solana
- Solana is known to home to many meme traders and imagine the usage if USDT becomes a more favored option
- this is always the end goal for any stablecoin, more use cases, more volume, and many other stablecoin have struggled with this

just a brainstorm exercise, in no way i have access or able to validate any info

i believe tether is out there aggressively looking for opportunities to acquire especially in distressed situations, it creates the perfect PR an branding and better, use cases for their stablecoins

https://x.com/arndxt_xo/status/2044982752689488308?s=46&t=hr2fbvcHJGpvp_SbDstdzg

How to Automate TikTok Slideshow Content Creation with Claude Opus 4.7 (Step-by-Step Guide)

https://x.com/alexcooldev/status/2044820024695947654

👻 Threading Daily — 16.04.2026 👻

🔖Macro
- US halts all Iran sea trade for 36 hours
- Trump: NATO won’t be there for us in the future
- Iran used China spy satellite to hit US bases: FT
- Saudi Arabia gives Pakistan $3B as UAE loan due
- China: US distorting Taiwan narrative
- Germany faces massive layoff wave
- Turkey loses 69.1 tonnes of gold in one week
- UK approves 3 new nuclear power stations
- Trump tells UK to utilise North Sea oil
- Spain PM Sanchez's wife charged with corruption
- JPMorgan raises 2026 IPO forecast to $60-70B
- OpenAI investors questioning valuation: FT
- Novartis CEO joins Anthropic board
- Amazon buys Globalstar for $11.6B

🔖Crypto News
- BTC ‘Risk Index’ hits 0
- 30% chance BTC hits $80K in April
- RAVE hits $15B, 90% controlled by insiders
- Hyperliquid unlocks set to double
- Etherfi commits $3B ETH to ETHGas as validator
- Visa joins Stripe's Tempo as anchor validator
- Chainlink brings SIX equities data on-chain
- Ripple tokenises Korean bonds with Kyobo Life
- CLARITY Act would unlock crypto: Bybit CEO
- SocGen launches MiCA-compliant USDCV
- Kraken co-CEO confirms confidential IPO filing
- Apple pulls fake Ledger app that stole $9.5M
- CowSwap front-end exploited
- X launches live trading cashtags in US, Canada
- ether.fi is officially live on OP Mainnet
- WLFI proposes strict vesting, lockups, token burns

🔖Alpha/Good Reads
- This Is World Tyranny, Not World Liberty Financial: Justin Sun
- Squads Warns of Address Poisoning Attack Using Fake Multisig Accounts with Lookalike Addresses
- Crypto Hiring Insights: Dragonfly

🔖Raises
- Brix $5,5M, Decentralized yield engine < ConsenSys, Borderless, Circle...
- Mirage (Seed), Privacy Protocol < Seed Club...

🔖Early Projects
- @hevn_finance, Bio: Stablecoin banking for startups 🚀🏦. Run payroll, invoices, loans, taxes, and cards. Open US, EU & UAE bank accounts. Backed by @YCombinator
- @carte_gg, Bio: Private beta. Produced by
@manifoldxyz carte.gg

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

just right after, i have posted about those crimed coins

a new one as emerged less than 16hrs old

https://x.com/arndxt_xo/status/2044672428639760445

story of @JHyperliquid

> don’t let anyone tell you the only way to win is to join a big firm, raise VC, and play nice
> get elite enough to beat the smartest people in the room
> go to Harvard
> work at HRT
> realize being highly paid inside a great machine is still just being a cog
> quit
> build a crypto startup too early
> fail
> move to Puerto Rico with $10k
> trade so well from a living room TV that you become one of the biggest anonymous players in crypto
> get rich
> realize the entire industry is still rebuilding the same broken middlemen crypto was supposed to kill
> watch FTX implode
> shut down your cash machine
> tell your team you are done trading
> build your own chain because every existing one is too slow
> launch a derivatives exchange with no VC, no insiders, no paid market makers, no dev fees
> let users keep custody instead of handing their money to an exchange
bootstrap liquidity by giving normal people access to your market-making engine
> turn down a $100 million VC check
> refuse to sell the cap table
> airdrop billions to users instead of investors
> make early users millionaires overnight
> burn nearly all protocol profits back into the token instead of extracting them to the company
> let outsiders launch markets for oil, gold, stocks, forex, and soon any event with an outcome
> turn an exchange into financial infrastructure
> do $900 million profit with 11 people
> become one of the most profitable startups per employee on earth
> get so successful you need a bodyguard to go outside
> end up looking less like a crypto founder and more like the guy rebuilding Nasdaq, CME, and Robinhood

https://x.com/arndxt_xo/status/2044651336797683925

how to create a tiktok pipeline you can monetize in 1 week with claude. STEP BY STEP GUIDE.

https://x.com/the_smart_ape/status/2044326151619785095