HORYONCrypto Market Intelligence
Built on Uniswap v4, initial $150M liquidity across USDS/PYUSD and USDS/USDT pools. Shared infra for fragmented stablecoin markets.
Kraken in discussions to acquire 15% of Aave Group at $385M valuation, 250K AAVE + equity. Stani denies discount, says revenue accrues to DAO.
Omnichain USDT version crosses $100B in transaction volume in under 530 days.
$289M deal to create Japan’s largest crypto exchange, pending regulatory approval.
First fully onchain warehouse facility for digital asset loans, letting institutional borrowers tap USDC liquidity against crypto collateral.
Sports betting app Onyx Odds raised $20 million in a round led by Kraken parent Payward, valuing the company at $220 million post-money.
Consensus bug halted block production for over 2 hours, sequencer and nodes partially recovered. Full post-mortem incoming.
First public stablecoin infrastructure company focused on Ethena ecosystem, trading under $USDE.
Cambrian, a startup building blockchain data infrastructure for institutions and AI agents, raised $6 million in a seed funding round led by a16z CSX.
The new NEAR Protocol upgrade, called SPICE, is built specifically for agents and involves a total of 3 upgrades, including 3x faster blocks and more transactions processed at once.
Pantera-led seed for agentic payments/discovery layer. 80+ endpoints from 40+ vendors onboarded.
$60M-raised ZK chain winding down, pivoting to Base for consumer apps. Cites infra costs vs. value mismatch.
Arc Transaction Memos are now available on Arc Testnet, allowing for structured context to be added to contract execution and preserving sender attribution.
Tokenized stocks (SPYon, QQQon, NVDAon, TSLAon, GOOGLon) now mint/redeemable anytime on Ethereum and BNB Chain. Solana next.
SEC Commissioner Hester Peirce discusses the evolving landscape of digital assets, emphasizing regulatory clarity for novel products like perpetuals, the role of pre-IPO markets, and principles like self-custody and permissionless development. She advocates for industry-led solutions to combat bad actors and highlights SEC-CFTC harmonization efforts.
Leslie Lamport discusses the evolution of distributed systems theory, from the Byzantine Generals Problem and state machine replication to the development of Paxos and TLA+, emphasizing safety, formal proofs, and practical engineering over pure mathematics.
The episode covers institutional crypto adoption (MiCA, JP Morgan, BlackRock), Ethereum infrastructure upgrades (prop AMMs, PBS delays), and AI/data marketplaces (Kled, Trace, Data Foundation). It also discusses market sentiment (Bitcoin at $58K, MicroStrategy pressure) and DeFi innovations (Hyperliquid, Uniswap v4, Spark FX layer).
SEC Commissioner Hester Peirce discusses the evolving regulatory landscape for digital assets, emphasizing principles like self-custody and permissionless development while highlighting ongoing SEC-CFTC efforts to clarify jurisdiction over new products like perpetual markets.
The episode explores the rapid advancement of quantum computing, its implications for cryptography and industries like drug discovery, and the US government's aggressive push (funding, executive orders) to accelerate development and quantum-resistant security by 2028–2031. It draws parallels to early AI, highlighting key players (Google, IBM, Rigetti) and the investment thesis for the next decade.
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