HORYONCrypto Market Intelligence
Ethena has partnered with Janus Henderson, a $480 billion asset manager, to allocate and support the distribution of their liquid high-quality CLO tokenized funds, with Janus Henderson making a strategic investment into Ethena's governance token.
Bitcoin L2 winding down due to insufficient demand for Bitcoin-native DeFi. Users have until July 9 to withdraw.
U.S. equities, oil, metals, and thematic baskets (AI10, Defense10, China10, Tech100) now live, co-developed with MarketVector. Coinbase, Kraken, Nado, dYdX as launch partners.
Aave has proposed a new standardized Risk Framework that governs all assets on Aave V3, V4, and Aave Horizon, establishing standards for evaluating asset, bridge, and chain-level risk criteria, and for monitoring and automated risk management systems.
Largest enterprise DeFi vault integration, 60K users, strategies by Veda and SentoraHQ.
veFunder vote to compensate borrowers affected by sDOLA vault inflation attack.
Seed round led by Framework for onchain structured products and Chain Traded Products (CTPs).
USDC Vault for Solana’s PayFi yield primitive now live on Ethereum, curated by RockawayX.
Deprecated AMM V3 drained of $1.34M, treasury to compensate users. Funds traced through KuCoin, Tornado Cash, and cross-chain bridges.
Slipstream positions now accepted as loan collateral on Base, enabling borrowing against AERO LP tokens while continuing to earn emissions.
CoinFund CEO outlines a decentralized AI investment thesis, arguing that decentralized training and inference networks (e.g., Bittensor, Macrocosmos) can capture a share of the projected $500B–$1T AI inference market by 2031 through cost advantages, user-owned data, and novel monetization models like merge mining and agent swarms.
The episode covers macro liquidity impacts from upcoming SpaceX/Anthropic/OpenAI IPOs, deep dives into Zcash’s privacy thesis and upgrades (Ironwood, Tachyon), Hyperliquid’s HYPE buyback mechanics, Relay’s cross-chain liquidity model, Chainlink’s oracle dominance in prediction markets, and broader themes like protocol-owned liquidity and AI-driven DeFi risks.
Anthropic released Claude Fable 5 (restricted) and Mythos 5 (unrestricted, vetted access) with unprecedented coding, spatial reasoning, and long-horizon task capabilities, while imposing strict restrictions on biology/cybersecurity queries. The models outperform competitors like GPT-5.5 on benchmarks, but access and pricing shifts are imminent.
Select a story to view
project data & analysis