HORYONCrypto Market Intelligence
Non-EVM architecture and weak adoption cited, relayer offline immediately, assets to be returned to L1 with gas covered.
$20M+ AERO acquired on open market and locked as veAERO ahead of Aerodrome’s July 2 mainnet launch.
South Korean securities firm in talks to acquire stake in the country’s second-largest crypto exchange.
🚨 $120K in WBNB drained from Pancake V2 AIDC/WBNB pair on BSC, flawed burn mechanism manipulated by attacker.
On Monad in 10 days, $22M trading volume, fifth largest protocol on the chain.
Paradigm and a16z crypto lead at $2B valuation, Coinbase routing 63.5% of USD deposits ($2.3B) into Morpho markets on Base.
Joseph Chalom argues Ethereum is oversold, with upcoming mainnet upgrades (3x throughput, lower gas) and catalysts like tokenization, RWAs, and agentic payments poised to drive 10x–50x transaction growth, increasing ETH burn and demand. Compares ETH’s long-term strategy to Amazon’s volume-over-margin playbook.
The episode covers institutional crypto adoption (MicroStrategy, BlackRock, JP Morgan), market predictions (Bitcoin >$60K, ETH to $2K), and deep dives with MoneyGram CEO on stablecoin MGUSD and Infinifi CEO on tokenized RWAs. Hyperliquid, HYPE, and LIT are highlighted as high-momentum plays.
The episode explores near-term Bitcoin catalysts and risks (ETF flows, MSTR pressure, regulatory shifts) alongside rising crypto security threats (AI scams, social engineering) and long-term opportunities in decentralized finance and community banking.
Bob Sheehan of Lighthouse Macro argues the 'Fed put' is dead under a hawkish new Fed regime, forcing a shift to defensive positioning and splitting market trades into short-end volatility and long-end supply-driven moves, with fiscal pressures compounding uncertainty.
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