HORYONCrypto Market Intelligence
Reentrancy guard and rewards mapping overlap drained 14.41 ETH. Solady’s fixed slot `0x022...` collides with `ATOHook.rewards`.
Chainlink integration routed $163M in liquidations via SVR in one week, netting Aave DAO ~$2.5M. Proves MEV recapture as a sustainable revenue model for lending.
IPO Express offers tokenized SpaceX subscriptions via xStocks. Spot trading expected June 12, fully backed 1:1.
Fixed-rate, fixed-term lending with pooled liquidity. Solves floating-rate volatility for treasuries, no idle capital.
USDG and FraxUSD (Frax) lead new-gen stablecoins in sharing rewards with users. Stani calls it net positive for users.
15% NAV drawdown after volatility and negative funding rates. USDC vault hit hardest, JitoSOL least.
MicroStrategy sold Bitcoin in May but disclosed it in June, sparking a Polymarket dispute over contract resolution timing. The episode explores oracle mechanics, prediction market pitfalls, and the role of market makers in such disputes.
Haseeb Qureshi analyzes the resilience of perpetual DEXs like Hyperliquid and Lighter amid macro headwinds, regulatory pressures on US perps, and the long-term value of Bitcoin, Ethereum, and exchange tokens. The episode contrasts fee-dependent protocols with diversified revenue models and discusses generational adoption of crypto.
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