👻 Threading Daily — 20.08.2025 👻

🔖Macro
- S&P holds US rating at AA+/stable
- China stocks jump to decade highs
- Trump plans Putin-Zelensky meeting
- Hamas agrees to Gaza truce deal
- Trump admin in talks to take ~10% stake in Intel
- Softbank invests $2b in Intel for 2% stake
- Meta falls on AI restructuring report

🔖Crypto News
- Crypto weak, ETH ETF sees 2nd largest outflow ever
- $3.9b ETH stuck in staking exit queue
- ETH futures have ATH short position
- Aave surpasses $6B in USDC deposits
- Strategy buys $51m BTC, relaxes financing rule
- BMNR flips MARA to claim 2nd largest DAT spot
- BTCS issues a one-time ‘Bividend’ in ETH
- KindlyMD raises $200m debt to buy BTC
- Dutch firm Amdax to launch BTC treasury
- Google’s stake in TeraWulf grows to 14%
- Robinhood lists SUI for trading in the US
- Gemini taps Ripple for credit line ahead of IPO
- Circle acquires consensus engine Malachite
- MetaMask expands with TRON integration
- 1inch launches native cross‑chain swaps Solana-EVM
- OpenSea to allow buying of ETH NFTs using SOL
- Proof of Play to sunset Pirate Nation, focus on vRNG
- Boundless unveils ZKC tokenomics

🔖Alpha/Good Reads
- Case Study: xStocks: Tokenizing Equities on Solana — Solana
- 6 Myths About Privacy on Blockchains — a16z
- The Liquidity Pyramid: Why This Bull Market Still Has Legs - AI Gains and Crypto TCos Fuel the Rally — arndxt
- Next Bull Phase Will Broaden Beyond Bitcoin to ETH, SOL and DeFi Tokens — Bernstein

🔖Raises
- o1.exchange $4.2M, AI-powered DEX trading < Coinbase, Alliance DAO
- LYS Labs $4M, Liquidity staking optimization protocol < Alchemy...

🔖Early Projects
- @hypiq_fi, Bio: First CLOB-based Prediction Market Protocol on
@HyperliquidX Discord: discord.gg/7gkZDasMAr hypiq.finance
- @ProphetArena, Bio: The AI benchmark for predictive intelligence, advancing collective foresight via human–AI collaboration, from SIGMA Lab @UChicagoCS @DSI_UChicago prophetarena.co
- @Polarysland, Bio: The first tokenized Earth on @Solana. Own a piece. polarysland.xyz
- @Surf_Liquid, Bio: Unlock your own fully autonomous, high-yield DeFAI agent in under a minute. linktr.ee/SurfLiquid
- @v0idai, Bio: multi-chain liquidity protocol enabling interoperability for biττensor powered by SN106 and @chainlink | (ττ) join us: t.me/v0idai voidai.com

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

🌐 Прилетело из @threadingontheedge