👻 Threading Daily — 13.05.2025 👻

🔖Macro
- This week: CPI, PPI, retail sales
- Gold falls during risk-on sentiment
- Japan 40-year yield at 2 decades high
- Trump to sign EO to reduce pharma drug prices
- OpenAI considering IPO

🔖Crypto News
- BTC reaction to US-China deal muted
- ETH up 40% in 5 days, leads majors
- SOL rockets 85% in four weeks
- Meme lead gains, back to $80bn total market cap
- MOODENG, GOAT, PNUT up 3-4x in a week
- BlackRock meets SEC on future plans for crypto
- Strategy acquires 13,390 BTC for $1.34B at $99.8K
- ByBit surpasses 70 million users
- Tidal to launch ETF with paired BTC & Gold
- HyperLiquid got ATH inflow last week
- Vance to speak at Bitcoin 2025 conference in May
- Lido successfully defends itself against exploit
- Sonic teases major ann. on May 15th
- Sonic Labs x Galaxy in $10M token sale to boost DeFi
- Amber's $100M reserve to boost institutional adoption
- Ondo USDY lands in Latin America
- Plume launches Plume Alpha, close to mainnet
- Frank leaves CEO of DeGods position
- Moni Checker Bot launches on Telegram: X check in 1 min.

🔖Alpha/Good Reads
- Why I'm Going All In on Kaito AI — Jack
- The American Dream is Dead — Paul
- Solana Overview — Blockworks
- How Modern Leverage is Transforming Entrepreneurship — Naval

🔖Raises
- Turtle Club (Seed) $6.2M, Phantom Liquidity Protocol < THEIA, ConsenSys...
- Openverse Global (Strategic) $11M, Layer0 hub network < Duckdao...
- Nirvana Labs (Seed +) $6M, Web3 infrastructure solution < RW3, Castle, Jump, BitGo, Lattice

🔖Early Projects
- @yield, Bio: YO is your secure multi-chain yield optimizer, continuously rebalancing to deliver the best risk-adjusted yield in DeFi.
- @vantixmarket, Bio: NA
- @StructuredFi, Bio: NA
- @DeployFinance, Bio: The future of banking is self-custodial. Grow, invest, and spend your crypto — all in one place. Fully yours.
- @dawnfdn, Bio: The composable agent network

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

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Rev Sharing is Dead. Long Live (HYPE) Buyback & Burns

https://x.com/13300RPM/status/1922081281074201031

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BEST BITCOIN OPPORTUNITIES ISSUE #2

BTC is at $102K and there's so much to do with it.

Let's make your orange coin grow🧵👇

https://x.com/phtevenstrong/status/1921975886691144159

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@HyperliquidX S2 Airdrop Farming:

• Delta Neutral.
• Capital Efficient
• 3-in-1 Airdrop Play.

https://x.com/zerototom/status/1921163113904128240

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8 Big Bets for Crypto’s Next Billion Users

Why I’ve Stopped Telling Friends to “Learn Crypto” First

Last month I tried (again) to onboard a non-crypto friend.

Ten minutes in, her eyes glazed over somewhere between “pick a wallet” and “now pay gas in another token.”

It hit me: we don’t have a knowledge gap, we have a design gap.

One thing that is painfully clear is that speculation brought the first wave, but it won’t bring the next billion. Real adoption starts when crypto products feel invisible, where people benefit from them without even realizing they’re using crypto.

From the rise of stablecoins and institutional staking to AI’s growing role in shaping digital economies, the foundations for mass adoption are already being laid. But to unlock that future, we must stop expecting users to learn crypto and start building products where they won’t even realize they’re using it.

Here’s my take on the 8 big narratives + projects to watch 🧵👇

(read till the end for the link to the 85 page report)

Twitter: https://x.com/arndxt_xo/status/1921874103604252869

FULL article: https://threadingontheedge.substack.com/p/8-big-bets-for-cryptos-next-billion

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Upcoming Stablecoin super thread
on @levelusd @Perena__ @ResolvLabs @OpenEden_X @superformxyz

Covering
• Yield Source
• Farming strategy, (Points details and yield)

https://x.com/2lambro/status/1921820283431952840

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👻 Threading Daily — 12.05.2025 👻

🔖Macro
- Gold could hit $6k by 2029: JP Morgan
- BoE cuts rates by 25bps
- 3-year inflation view highest since 2022
- Fed buys another $8.8bn treasuries
- US layoffs rise the most since 2020
- Stocks rally as Trump says ‘buy now’
- Trump to raise taxes for >$2.5m/yr earners
- China exports to US fell 17.6% in Apr
- Russia, China deals being settled in native currencies
- Vance: India-Pakistan conflict is not our business
- Prevost first American to be elected Popes

🔖Crypto News
- BTC 103-104k$
- BTC $120k target may be too low: StanChart
- BTC could reach $1.5M by 2030: Cathie Wood
- Uniswap crosses $3T in All-Time Swap volume
- Strategy to release ‘Bitcoin Standard Model’
- ETH pumps 25%+ after Pectra upgrade
- ETH turned deflationary again with Pectra
- Hyperliquid hits record Open Interest of $4.9b+
- Punks hit $100k floor after ETH rally
- Kaito Genesis NFTs up over 100% on the week
- VIRTUAL pumps 50%+, AI agents hit $11b
- PEPE up 30% to $4.7b, ETH memes surge
- Superstate to bring tokenised stocks to Solana
- Meta in talks to create & deploy stablecoins
- Coinbase to acquire Deribit for $2.9bn
- Ripple-SEC case is now finally closed
- SNS.sol announces SNS token airdrop on May 13
- Coinbase didn’t follow Michael Saylor’s Bitcoin Strategy
- Pi Network's popularity declines
- Whale added 2m USDC to Hyperliquid to short ETH, SOL, BTC
- Teens kidnap crypto event attendee, steal digital assets
- Celsius founder given 12 years in prison for fraud

🔖Alpha/Good Reads
- BlackRock promotes tokenization, highlighting 4 major tokens
- Key Problems in Today’s Blockchain Systems
- zkVerify: Making ZK Proofs Practical for Blockchain Scaling
- "It May Just Be The Beginning"

🔖Raises
- Sonic (OTC) $10M, Layer-1 platform < Galaxy, Bitscale, Signum, UOB, Aave, SoftBank, Alameda...

🔖Early Projects
- @nagisafi, Bio: One Yield, Many Chains.
- @noicedotso, Bio: attention as currency. 12.05.25.
- @xsy_fi, Bio: Unlocking capital efficient systems through blockchain technology
- @AuraProtocol_, Bio: Aura is the first restaking native protocol built on @solana sustainable with @solayer_labs - Stake, Restake, Earn. t.me/PortalAURA

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

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a user has earned over $130k in 6 weeks on @etherlink 🍏

that makes them the biggest farmer on apple farm so far.

here’s how they likely did it 🧵

1. bridge your $USDC to Etherlink
2. Swap USDC for $XTZ on @iguanadex
3. Supply $XTZ on @SuperlendHQ for 22%+ APY
4. Borrow $USDC against it (watch your Health Factor!)
5. Buy uranium using $USDC on @uranium_io
for 77%+ APY
6. claim rewards for supplying $XTZ + holding Uranium

→ high yield, and you’re compounding on both sides.

refer a friend: whenever you’re both farming the same opportunity, you pocket a 5 % bonus on the Apples they earn and they collect up to an extra 5 % on their own rewards

https://x.com/arndxt_xo/status/1921389068442837250

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For months, we watched USDT market cap steadily rise while altcoins kept bleeding out.

Liquidity wasn’t leaving the system as it was simply sitting on the sidelines, waiting for the right moment.

Liquidity is now rotating back into alts and this signals that capital is deploying, not exiting.

At the same time, the bear market rally thesis is quickly losing ground. Bears argued this was nothing more than a temporary bounce before new lows. But the price action isn’t following that script. Historically, when Bitcoin forms a macro top, we see a clear pattern:

Why does this matter for alts? Because when BTC shows strength and confidence returns to the market, altcoins thrive. We’re now entering that phase:

✅ Bitcoin is holding strong
✅ Liquidity is rotating into alts
✅ Macro uncertainty is easing

If history is any guide, the real altcoin rally hasn’t even started yet.

Position accordingly.👇🧵

Twitter: https://x.com/arndxt_xo/status/1921255219239022916

FULL Article: https://threadingontheedge.substack.com/p/why-the-real-rally-may-just-be-starting

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Quickly walk through what each party gets out of Pectra

For each party 🧵👇

https://x.com/VceGoRGHP/status/1920705005352325513

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