HORYONCrypto Market Intelligence
PRIME by Hastra (HELOC-backed RWA) now earns yield in Morpho vaults curated by Sentora, expanding Ethereum's RWA utility.
Osero, a stablecoin yield startup, has raised $13.5 million in a funding round led by Sky Ecosystem and Plasma, with the goal of providing stablecoin holders with one-click, non-custodial access to the Sky Savings Rate (SSR).
Elliptic, a blockchain analytics firm, has completed a $120 million Series D funding round at a valuation of about $670 million, led by One Peak Partners and joined by Deutsche Bank, Nasdaq Ventures, and existing investors including JPMorgan.
First tranche of rsETH transferred into LayerZero OFT adapter, bridging between mainnet and L2s reopens after recovery plan execution.
Flowdesk vault begins allocating to Pendle’s PT-USDat market (27 Aug 2026 maturity) in Morpho, addressing STRC-linked refinancing demand.
MoonPay has acquired Dawn, an AI company that transforms simple trading ideas into autonomous market forecasting agents.
AurumX has acquired PayWithMana, a low-trust infrastructure for data verification, AI coordination, and settlement.
New Feb 2027 maturity pools for sUSDai and USDai live, targeting AI-driven yield strategies.
The episode breaks down a newly launched AI‑memory ETF that has surged over 100% and attracted $5‑6 billion, highlighting severe supply constraints for HBM from Samsung, SK Hynix and Micron through 2027‑28 and the ultra‑low forward P/E multiples that make the sector a potentially undervalued play amid exploding AI demand.
The episode argues that recent rate hikes are driven more by Middle‑East oil shocks and persistent inflation than by core CPI, while AI‑fuelled data‑center spending is the only bright spot. With Kevin Warsh confirmed as Fed chair, the panel expects a continued hawkish stance and limited room for rate cuts despite equity‑wealth tailwinds.
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