HORYONCrypto Market Intelligence
Lending protocol secures one of DeFi’s largest rounds, co-led by Paradigm, a16z crypto, Ribbit Capital, valuing it at $2B.
Bitmine acquired 126,971 ETH for approximately $213 million, bringing its total holdings to 5,543,872 ETH, or 4.59% of the Ethereum supply. This purchase increases Bitmine's ETH holdings, which are now valued at around $9.3 billion.
Compromised multisig key on a team laptop led to $30M+ loss, 300M tokens minted, 17 wallets drained.
Strategy bought 1,550 BTC for $101.3 million, increasing its total BTC holdings to 845,256 BTC. This purchase brings Strategy's total BTC holdings to over $53 billion, with an average cost per coin of $75,680.
Over 200 crypto organizations, including Coinbase and Ripple, have signed a joint letter urging Senate leaders to bring the Clarity Act to a floor vote. The bill aims to provide regulatory clarity and establish a federal market framework for digital assets, potentially benefiting the crypto industry.
New LlamaRisk proposal tightens standards, mandates off-boarding for assets failing four-layer criteria.
Coinbase is now the official deployer of Hyperliquid's USDC treasury wallet, expanding its support for the platform. This move allows for the activation of AQAv2 from specified addresses and increases Coinbase's involvement in the Hyperliquid ecosystem.
First venue allowing tokenized equities (SPYx, QQQx) as perp collateral under portfolio-margin system.
ZK privacy framework for shielded ERC-20 balances and transfers launches, with L2Beat verification.
Crypto market maker GSR secures FINRA approval to complete acquisition of broker-dealer Equilibrium Capital.
JAAA CLO strategy added as first non-T-Bill RWA collateral for USDe, diversifying backing.
Frax founder discusses the future of stablecoins under the Genius Act, detailing Frax USD's compliance timeline (Q1 2027), DeFi integrations, and revenue model. The episode covers institutional adoption, token buyback strategies, and predicts a step-function growth in stablecoin supply to $600-750B within six months.
The episode covers institutional crypto adoption, AI-decentralization intersections, and market dynamics, with deep dives into decentralized AI training/inference economics, privacy protocols (Zcash, Zama), and Michael Saylor’s Bitcoin accumulation via STRC. It also highlights regulatory pushes (Crypto Clarity Act) and recent DeFi/AI project milestones (Macrocosmos, Bittensor).
The episode explores Ethereum's resilience and long-term vision, focusing on decentralization, institutional adoption, and the role of key stakeholders like Vitalik Buterin and the Ethereum Foundation in future-proofing the network.
Apple's WWDC 2025 revealed a major AI push, integrating Google's Gemini and proprietary models into Siri AI, with on-device and private cloud inference, new iOS 27 features, and hardware-software synergy for future devices like foldables and AR glasses. The episode analyzes Apple's strategy, technical implementation, and market positioning amid leadership transition.
The episode explores Hyperliquid's fee-driven tokenomics, comparing its programmatic HYPE buy-and-burn mechanism to S&P 500 stock buybacks, while framing Bitcoin as digital gold and questioning valuation models for other crypto assets.
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