Threading on the Edge

hot take:

pumpfun's just a money laundering scheme

- they get $100m+ volume every single day even when onchain's super dead

- imo they run some kind of bots, that spam launches everyday bundle them and "lose" 1% on fees. Do that repeatedly and all the dirty money turns into a clean money earned by pump

- (optional) tell your clients to ape the pumpcoin before you inject liq in it and make them "win" on trades so the clients can cash out

- all their updates were focused on not losing any money to third parties, so they can launder money efficiently

- and this explains the reason they don't give a flying fuck about their userbase, because "users" are not their main source of income

We are just speculating and theorizing though 🤓🤓🤓

https://x.com/mephxbt/status/2049245832055279865?s=46&t=hr2fbvcHJGpvp_SbDstdzg

you can now track every polymarket KOL with one click

parity has a TRADERS tab where the leaderboard only shows traders with a public twitter

- PnL
- win rate
- volume
- active positions
- account age

all in one row - building your own KOL list used to be a full day job

now - 1 click

https://x.com/dankoweb3/status/2049165198750101725?s=46&t=hr2fbvcHJGpvp_SbDstdzg

The only sites you need for branding inspiration 👇

1. rebrand.gallery
2. visualjournal.it
3. bpando.org
4. cosmos.so
5. brandarchive.xyz
6. are.na
7. abduzeedo.com
8. worldbranddesign.com
9. the-brandidentity.com
10. mindsparklemag.com

https://x.com/aecyydesign/status/2049174840867983638?s=46&t=hr2fbvcHJGpvp_SbDstdzg

We just shipped the most powerful Google Maps scraper out there..

For any business that’s on Google Maps (restaurants, plumbers, essential services, etc.)

You can access any information with just a prompt:
• Reviews
• Owners who aren’t on Linkedin
• Franchise/Independent status (verified)
• Email/Phone number (person + business level)
• if they run Google/Meta ads, etc.

https://x.com/origamichat/status/2049170729112146284?s=46&t=hr2fbvcHJGpvp_SbDstdzg

What you will need to build your first polymarket bot

http://github.com/Jon-Becker

👻 Threading Daily — 29.04.2026 👻

🔖Macro
- S&P 500 hits another record close
- Oil inches higher: WTI $97.5, Brent $109.5
- BP profits double on Iran war oil volatility
- EV demand gains on fuel shock: Goldman
- 30% of US car buyers in negative equity now
- China property hits 20-year low
- Philippine peso hits all-time low 61.04/USD
- Nvidia hits new ATH, laptop CPU seen as new driver
- Amazon & Google hit ATH on in-house chip narrative
- Micron, Sandisk pop on memory demand to 2030
- Google signs classified Pentagon AI deal

🔖Crypto News
- ETH shows signs of a triple top at $2.4K
- PENGU leads memes, flips TRUMP MC
- Crypto will rocket after CLARITY Act: Witt
- Saylor adds $255M BTC, 4th buy this month
- BitMine adds $236M ETH, holdings top 5M
- CLARITY Act hits wall over Senate ethics demand
- Solana introduces Falcon post-quantum signing
- DeFi United fund hits $300M, Lubin adds 30K ETH
- Galaxy whales dump $100M+ ETH to exchanges
- EU sanctions target Russian crypto, stablecoins
- Canada advances bill banning crypto donations
- Israel approves shekel stablecoin
- Aven launches $1M BTC-backed Visa credit card
- ZetaChain halts transfers after $300K exploit

🔖Alpha/Good Reads
- 9 Charts on What Stablecoins are Becoming
- The Hitchhiker's Guide to Onchain Credit

🔖Raises
- Liquid (Series A) $18M, Decentralized Trading Protocol < Neo, Left Lane, Haun...
- NUVA Digital (Seed) $5.2M, Software technology companies < Morgan Creek, Ulu

🔖Early Projects
- @CoreAutoAI, Bio: Building systems to automate and optimize coreauto.com
- @eDMTProtocol, Bio: A deterministic asset protocol over Ethereum calldata. Spec, indexer, API, and apps. eNAT is the first live asset. edmt.io

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

I shared 6 major themes and amongst these here are most bullish tickers around.

My thesis for some of the coins the past few days and I have also mentioned them yesterday👇

https://x.com/arndxt_xo/status/2049362237610176549?s=46&t=hr2fbvcHJGpvp_SbDstdzg

long $BTC and $HYPE while shorting $SOL.

https://x.com/diegoxyz/status/2049117397991538974?s=46&t=hr2fbvcHJGpvp_SbDstdzg

Remove any kind of paywall.

https://github.com/everywall/ladder

Someone built a free, open-source studio with 200+ AI models. No filters. No subscriptions. No one telling you what you can create.

It's called Open-Generative-AI. 9,400+ stars on GitHub.

You open the app. You type a prompt. You pick a model. Flux. Kling. Sora. Veo. Wan Video. You generate. The output is yours. No moderation queue. No "this content violates our guidelines." No waiting for a human reviewer.

Here's what it does:

→ Text-to-image generation across 200+ models including Flux and Midjourney-class alternatives.
→ Text-to-video with Kling, Sora, Veo, Wan Video, and Happy Horse 1.0 - Alibaba's #1 ranked video model.
→ Image-to-video. Upload a still. Animate it.
→ Lip Sync studio. Drop a face. Drop audio. Sync them.
→ Cinema studio for cinematic video generation pipelines.
→ Native 1080p video output with jointly generated audio via Happy Horse 1.0.
→ AI coding agent integration. Claude Code, Codex, and other agents can drive all 200+ models end-to-end from your terminal. Prompt, generate, edit, stitch. No UI required.
→ REST API for every model. Build automated media pipelines.
→ Desktop app for Mac (Apple Silicon and Intel), Windows, and Linux. One-click installer. No Node.js required.
→ Hosted version available in your browser. No install at all.
→ Zero content filters. Zero restrictions. Your prompts. Your outputs.

https://github.com/Anil-matcha/Open-Generative-AI

Introducing the /browser-trace skill,

Give your agent 100% observability into its browser: dump network requests, DOM content, screenshots, and CDP logs into a searchable filesystem.

Great for reverse engineering, autoresearch loops, and monitoring the situation ™️.

https://x.com/derekmeegan/status/2049218109807198331?s=46&t=hr2fbvcHJGpvp_SbDstdzg

6 Major Themes Smart Money Is Watching Now

6 major themes:

1. Memecoin attention rotated back to Solana and ETH simultaneously
Solana has $SCAM, $BELKA, $HENRY, $BURNIE, $EITHER, $CLUTCH, $BUTTCOIN.
ETH has $UPEG, $KLIK, $LIFE, $STONK, $PEPETIDE, $ELIEN, $ASTEROID.

2. Korean exchange listings became a major PvP / scandal theme
$PRL dominated Korean channels because of suspected ecosystem/team-linked selling into Upbit/Bithumb listing. $XCN also appeared due to a surprising Upbit listing despite historical exploit baggage.

3. AAVE / rsETH recovery became the “DeFi social bailout” narrative
Kelp / LayerZero / Aave contagion pushed DeFi United, Consensys, Joseph Lubin, Circle Ventures, Babylon, Justin Sun, Renzo, Compound, Avalanche, etc. into the same recovery story.

4. BTC treasury + macro liquidity remains the institutional narrative
Strategy buying BTC, BitMine accumulating ETH, Western Union stablecoin, ETF inflows, CLARITY Act, SEC RWA exemption, war spending, oil shock, and stablecoins all form one larger institutional adoption/macro liquidity cluster.

5. AI x trading / agents is becoming actionable
Gemini Agentic Trading, Fraction AI Index, Telegram AI agents, OpenAI realtime API, Vivian Balakrishnan’s “second brain,” AI coding agents, and DeFi security automation all appeared repeatedly.

6. PerpDEX remains one of the highest-quality sectors
The view is more skeptical now, but the sector remains one of the best pmf in crypto.
Hyperliquid: @HyperliquidX
Lighter: @Lighter_xyz
GRVT: @grvt_io
Variational: @variational_io
Hibachi: @hibachi_xyz
RISE/RISEx (the trading DEX): @risextrade (powered by the RISE chain)
StandX: @StandX_Official
edgeX: @edgeX_exchange
NADO: @nadoHQ
Hotstuff: @tradehotstuff
Evedex: @EVEDEX
Phoenix: @PhoenixTrade
Pacifica: @pacifica_fi

Other coins mentioned:
$CHIP governance token of @USDai_Official
$EITHER is an AI-native platform that turns natural language prompts into fully deployed Web2/Web3 apps, shopify for anything
$AAVE (Aave token – DeFi recovery / “DeFi United” narrative)
$ASTEROID is an asteroid-themed meme with active versions on multiple chains (strong ETH run, Solana copycats).
$LIFE is an Elon Musk philosophy/life-themed memecoin (ETH/SOL versions).
$ELIEN an Elon + alien/space meme (Elien Musk branding).
$PEPETIDE is an early weird “peptide” memecoin theme (biohacking/science peptides + Pepe).
$SCAM (Scam Altman / Elon vs Sam lawsuit meme – Solana)
$BELKA (Dancing Squirrel / Solana squirrel meme)
$UPEG / $uPEG (Unipeg – Uniswap v4 hook + on-chain generative art)
$OPG, $BASED, $STABLE, $AERO, $RAY, $GIGGLE (altcoin rotation plays)

https://x.com/arndxt_xo/status/2049063357907681693

https://threadingontheedge.substack.com/p/6-major-themes-smart-money-is-watching

👻 Threading Daily — 28.04.2026 👻

🔖Macro
- S&P 500 hits another ATH
- NVDA hits $5T mkt cap
- Intel hits ATH on AI revenue beat
- Trump fires entire National Science Board
- Trump faces assassination attempt at WHCD
- 43% of US college grads "underemployed"
- Desire to move to US drops to all-time low
- Germany's AfD hits record 28% in INSA poll
- China blocks Meta's $2B Manus acquisition
- SaaS head-counts continue to rise despite AI threat
- Musk-OpenAI trial begins this week
- GPT 5.5 Pro scores 145 on Mensa test
- Anthropic tests agent-to-agent marketplace

🔖Crypto News
- BTC nears $80k before crashing to $77k
- BTC $189K bull case for 2026: Citi
- NFTs continue to rally, market cap tops $2B
- Ethereum Foundation unstakes $48.9M ETH
- USDT MC hits ATH at $189.7B
- Western Union to launch USDPT on Solana
- AWS adds Chainlink data on Marketplace
- Hyperliquid to add priority fees on perps
- Litecoin rolls back 3h after reorg attempt
- AAVE raises $160M to plug Kelp DAO hole
- Solana Foundation lends USDT to AAVE
- Justin Sun sets 2026 TRON quantum upgrade
- France charges 88 in crypto wrench attacks
- Brazil blocks Polymarket
- CFTC sues NY over prediction market crackdown
- Polymarket smart money is just 3% of users

🔖Alpha/Good Reads
- Why Bridges Keeps Getting Hacked?
- Cathie Wood On Digital Assets, Stablecoins, and The Innovation Convergence

🔖Raises
- N/A

🔖Early Projects
- @FliteGrid, Bio: World's first DePIN drone tracking network, built by @SkySafe. Hardware pre-sales now live!
- @benchdotgames, Bio: Opportunity Markets. Powered by @Arcium
- @sophialabs_, Bio: sophialabs.io

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

👻 Threading Daily — 27.04.2026 👻

🔖Macro
- EU's €90B loan for Ukraine passes
- Italy ready to deploy ships to clear Hormuz
- Panama Canal fees spike on Hormuz crisis
- Trump Media CEO exits after 90% drop
- Intel surges 15% on Q1 earnings beat
- Meta laying off 10% of workforce
- Nike to cut 1,400 jobs, mostly in tech
- TSMC shares jump to record high
- Tesla to deploy $50B across 6 factories
- DeepSeek V4 Preview goes live
- Alibaba Qwen AI coming to cars

🔖Crypto News
- Saylor: 'Winter is over'
- Metaplanet raises $50m to buy BTC
- Strive raises $20M to buy BTC
- USDC transaction volume tops $80T
- Tether mints $3B USDT in past week
- Tether freezes $344M USDT on Tron
- Coinbase activates XRP futures May 1
- Robinhood lists ZEC
- Trump: world has become a casino
- ASTEROID falls amid PvP fight
- Belarus legalises crypto banks, 26 coins
- Chainlink earns Deloitte top security rating
- Eric Trump ABTC adds 11,298 ASIC miners
- Durov: Toncoin fees to drop 6x
- Aave leads $101M rsETH rescue effort

🔖Alpha/Good Reads
- When RWA yield > DeFi yield
- Stablecoin Payments Concentrated in Asia
- Pavel Durov Accuses French Tax Officials of Selling Crypto Data, Fueling Kidnapping Spike

🔖Raises
- Voran (Seed) $3M, Decentralized Computing Platform < Cryptogram, IBC, Harbor...
- Fere AI $1.3M, AI-driven cryptocurrencies strategies platform < Ethereal, Kosmos
- Four Pillars (Series A), Web3 Research Institute < Pantera, Further

🔖Early Projects
- @novadotmarkets, Bio: The next billion-dollar market starts here. Powered by @HyperliquidX nova.markets
- @peptai_, Bio: An autonomous AI agent for peptide drug discovery.
- @AbliterateAI, Bio: N/A

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

👻 Threading Daily — 24.04.2026 👻

🔖Macro
- Stocks hits ATH, futures fall on oil rise
- Iran FM: reopening Hormuz is impossible
- Pentagon: 6mo to clear Hormuz of mines
- Arnault: world is facing catastrophe from US-Iran
- Spirit Airlines still flying during bankruptcy
- Taiwan stocks hit $4.14T, surpass UK
- Trump approval rating hits lowest ever
- Beehiiv adds webinars, paywall tools
- WBD vote on Paramount $81B takeover
- Netflix authorizes new $25B buyback
- Xpeng to mass produce flying cars in 2027
- OpenAI pre-IPO valuation hits $1T
- OpenAI launches AI agents at $20/mo
- OpenAI in talks on $1.5B PE JV

🔖Crypto News
- BTC nears $80k before market falls
- Top Gainers: LUNC, SKYAI, STABLE, RAVE, PYTH
- BAYC continues to lead NFT rally
- Tom Lee calls for $250K ETH target
- 3 whales buy 100K ETH ($234M) from BitGo
- Coinbase lists GBP stablecoin tGBP
- 100+ crypto firms urge for Clarity Act
- MetaMask co-founder exits Consensys
- Xeet moves to MegaETH, TGE set for next month
- MegaETH TGE set for April 30
- Flying Tulip trials circuit breaker for DeFi
- Paris weather glitch causes $37K Polymarket win
- Kalshi fines 3 Congress candidates

🔖Alpha/Good Reads
- K-Shape Crypto by Cobie
- The Internet is Real Life
- Tokenized RWAs: Decatrillions by 2030

🔖Raises
- RealGo $3.5M, Web3 IP game < Animoca, Cogitent, X21
- Cluster Protocol $5M, Proof of compute protocol for decentralized AI models < dao5, Paper
- ILITY $2M, ZK Data Interoperability Framework < Animoca, Duckdao
- 3F (Seed) $4M, One-click leverage solution for RWAs < Maven 11, GSR, Gate...

🔖Early Projects
- @PulsarMoneyApp, Bio: The neobank built for humans and AI agents. Backed by @Astrarizon & @AccVentures. pulsar.money
- @Cyclops_inc, Bio: The stablecoin platform focused exclusively on payments companies, built by former payments executives. Backed by @CastleIslandVC, @FPrimeCapital, and @Shift4

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

👻 Threading Daily — 23.04.2026 👻

🔖Macro
- US stock market sheds over $400B in a day
- Trump extends US-Iran ceasefire indefinitely
- Iran: ceasefire extension buys time for strike
- Trump praises Tim Cook’s tenure at Apple
- China buying US chip tools via SE Asia
- GPT Image-2 opens big gap in image models
- BlackBerry soars on new Nvidia deal
- Claude Mythos finds 271 Firefox bugs
- Meta to record employee keystrokes for AI
- X launches customised timelines

🔖Crypto News
- Tether mints $1B USDT on Ethereum
- IBIT buys $900M of BTC in a week
- HYPE underperforms on competition fears
- XRP ETFs net assets now $1.43B
- Still bullish on the future of crypto: Cobie
- Alt speculation has moved to stocks: Sisyphus
- Justin Sun sues WLFI over token freeze
- Sui-based Volo Protocol exploited
- Crypto hacks top $17B over past decade
- US admiral calls BTC a tool for US power
- Crypto now part of US finance system: Warsh
- NY AG sues Coinbase, Gemini over predictions
- Japan clearinghouse JSCC tests bonds on-chain
- Gensyn activates mainnet
- Family of 5 held hostage in crypto-related home invasion
- Polymarket & Kalshi roll out perpetual futures

🔖Alpha/Good Reads
- The Internet is Real Life
- Interview with Cobie: The Future of Crypto, Capitalism & Society

🔖Raises
- N/A

🔖Early Projects
- @PillarHQ, Bio: AI-native hedging for commodities pillarhq.com
- @ethrex_client, Bio: A modular, Ethereum L1 & L2 execution client in Rust. Built by @class_lambda. ethrex.xyz
- @unipegv4, Bio: on-chain objects. built on @Uniswap v4 // t.me/unipeglive unipeg.art

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

The $4T Great Migration to Energy, Gold & Bitcoin Has Begun (Part 2 of 2)

In the first part, I wanted to show why I think the market is still underestimating the macro setup. In this second part, I want to push that argument further and talk about where I think the real breakpoints are.

https://x.com/arndxt_xo/status/2046920650552733984

👻 Threading Daily — 22.04.2026 👻

🔖Macro
- S Korea stocks hit all-time high
- Russian FM visits North Korea
- Schiff accuses Trump of market manipulation
- Starlink rev up 842% in 2 years to $4.42B
- Amazon invests up to $25B in Anthropic
- Bezos to raise $10B for Project Prometheus
- Claude Cowork now aims to disrupt Bloomberg
- AI gives problematic health advice 50% of time
- Apple's MCap up 1,000% under Cook's tenure

🔖Crypto News
- Tron more decentralised than ETH: Justin Sun
- XRP flips BNB to 3rd largest crypto
- Strategy buys 34,164 BTC for $2.54B
- Strategy flips BlackRock as 3rd BTC holder
- Bitmine adds 101K ETH, now holds 4.98M ETH
- HK RedotPay integrates SUI, USDC-Sui
- Singapore’s CBC launches tokenized gold
- EU banks pick Fireblocks for stablecoin infra
- SBI Remit expands Ripple payments in Japan
- Canton Network pilots Japan gov bonds
- Coinbase expands crypto-backed loans to UK
- Coinbase launches agent-to-agent marketplace
- ZachXBT questions Kraken M token listing
- Arbitrum freezes 30,766 ETH from KelpDAO hack
- USDai launches $CHIP token
- Polymarket introduces Perpetuals trading

🔖Alpha/Good Reads
- The Rise of Composable RWAs — Dune
- Current State of Prediction Markets — stacy_muur

🔖Raises
- N/A

🔖Early Projects
- @JurassicFi, Bio: Tokenizing the world's rarest portfolio asset. @colosseum jurassic.finance
- @openacti, Bio: In stealth, launching soon.
- @navaai, Bio: Guardrails for the agentic economy || Join our waitlist for private testnet navalabs.ai

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