HORYONCrypto Market Intelligence
Attackers drained ~$1.7M via a proof verification compromise, prompting urgent user withdrawals.
Governance revoked admin control over the rollup contract, achieving L2Beat’s Stage 2 decentralization standard with an immutable escape hatch.
Franklin Templeton closes 250 Digital acquisition and launches its dedicated institutional crypto division, Franklin Crypto.
Ethereum’s most active MEV sandwich bot lost $7.5M in a counter-MEV honeypot exploit.
MoonPay expands into back-office financial operations with the acquisition of AI accounting startup Entendre, its fifth buy of the year.
Onchain pricing for Samsung, Toyota, Sony, and other Asian equities is now live, enabling equity perps, prediction markets, and structured products.
$GNO holders can redeem their share of a ~$156M treasury at ~$114.67 per token during a 14-day window, with each redeemed token leaving circulation.
Former Ethereum Foundation researchers launch a nonprofit R&D lab for Ethereum, backed by Bitmine, SharpLink, and Joe Lubin. Focus: protocol efficiency, scalability, and institutional adoption.
The episode explores Ethereum's issuance thesis, focusing on the debate around ETH staking rewards, their impact on supply dynamics, and Ethereum's role as the DeFi hub with ~60%+ of activity. It contrasts the 'ultra sound money' narrative with the idea of staking yield as a native T-bill rate.
The episode covers the growing institutional presence in crypto, the rise of revenue-generating tokens like Aerodrome and RE Protocol, and the expansion of stablecoins into payments and tokenized deposits. It also discusses Hyperliquid's market position, the launch of ETH Labs, and the maturation of onchain insurance and tokenized assets.
The episode explores the intersection of Bitcoin's institutional credit challenges, the burgeoning AI compute derivatives market, and the role of tokenized indices and futures in addressing hedging and price discovery for GPU and AI infrastructure. It also highlights regulatory dynamics (CFTC, CME) and the pivot of Bitcoin miners toward AI/HPC compute.
This episode explores the intersection of crypto and traditional finance, focusing on tokenization of assets (stocks, money market funds), regulatory battles (CME vs. CFTC over perpetual futures), and the impact of AI regulation. It argues that tokenized money market funds may replace stablecoins for US users, while non-US users still prefer stablecoins for FX stability, and highlights structural shifts in capital markets via real-time settlement and direct listings.
Sandy Kory, founder of Horizon pre-seed fund, shares his founder-centric investment thesis, early bets in Palantir and BillionToOne, and operational lessons from M&A advisory that shaped his approach to venture. He emphasizes intellectual honesty, execution over hype, and founder-driven outcomes rather than market or traction signals.
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