HORYONCrypto Market Intelligence
A suspected exploit involving Polymarket's UMA adapter contract on Polygon has resulted in losses exceeding $520k. The incident is being investigated, with user funds and market resolution reportedly safe.
Aave Horizon surpasses $520M in market size and $170M in borrows, positioning itself as a top destination for RWA collateral.
Ethereum transactions hit an all-time high while fees remain at all-time lows, with the Glamsterdam upgrade cutting fees by 78%.
Sky Protocol hits a new record high of $123M in quarterly revenue in Q1, marking it as one of the most underrated on-chain stablecoin businesses.
Spiko_finance's EUTBL product surpasses $1 billion in onchain AUM, invested in Treasury Bills from core Eurozone countries.
TownSquare, a cross-chain DeFi protocol, has raised $16.25M in a Pre-Series A round from investors including OKX Ventures, Amber Group, and Animoca Brands.
Flowmark, a Risk Curator, has launched on Morpho, operating on-chain credit vaults backed by real-world assets and aiming to fill the gap in underwriting RWA collateral.
PopDEX, a perpetual DEX, has completed a $30M funding round led by Foresight Ventures to build a trader-first platform focused on capital efficiency and trading experience.
Kevin Warsh says the Fed should stick to pure monetary policy, push for new inflation metrics, and scale back forward guidance, but market forces and political pressure limit his ability to shrink the balance sheet or shift rates dramatically.
The episode argues that a new long‑term “bliss trade” of massive, government‑backed stimulus is replacing the short‑lived “taco trade” of Trump‑era fiscal pushes, and that this structural funding fuels AI investments and heightened market fragility.
The episode links rising global bond yields and stubborn core inflation to the need for a structural “bliss trade” stimulus, while dissecting the AI IPO wave, the incoming Fed chair Kevin Warsh’s policy outlook, and evolving regulatory clarity for crypto.
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