HORYONCrypto Market Intelligence
Bitmine has acquired an additional 27,084 ETH, bringing its total holdings to 5.70 million ETH, equivalent to 4.7% of Ethereum’s total supply.
Strategy has unveiled a new capital framework, including a Bitcoin Monetization Program allowing BTC sales to build reserves, fund preferred dividends and interest payments, and finance share repurchases when deemed more advantageous than issuing equity.
Onchain reinsurance marketplace opens public governance with $RE token, TVL nearing $1B.
Gaming and prediction market infra firm closes round, CEO pitches ETH institutional supercycle.
Kaiko has launched institutional-grade equity reference data on Arbitrum and Canton, extending its presence on these networks and supporting smart contracts with contextual information beyond traditional pricing data.
RWA perp dex notional surges 30% MoM, signaling deepening onchain derivatives demand.
Network back live, Ethereum bridge fully backed and reopening after exploit recovery.
Superstate’s short T-bill fund overtakes crypto cash-and-carry strategy as yields shift.
Techdollar, an RWA credit platform, has raised $3M in a Pre-Seed Round from investors including NoLimitHodl, reforge_vc, SVB_Financial, and others.
Collapsed xUSD protocol begins collecting claims toward a potential global resolution, token still 92% below peg.
The episode explores why VCs prioritize value capture in crypto, framing it as a response to systemic value leakage in capitalism where most productivity gains are externalized, not retained by innovators. It ties this to Schumpeterian competition dynamics and the cyclical nature of markets.
MoneyGram CEO Anthony Su details the company's push into tokenization and stablecoins, including its USDC-based settlement with Circle, the launch of MGUSD on Stellar for internal efficiency, and partnerships like Kraken for crypto-to-cash off-ramps, aiming to cut remittance costs by 50%+ and expand beyond remittances into global payments.
The episode covers institutional crypto adoption (OpenUSD stablecoin, tokenization), protocol fundamentals (Hyperliquid, Lighter), and DeFi infrastructure shifts (MetaMask vaults, onchain lending). It also debates Bitcoin's cycle, stablecoin growth, and AI's impact on valuations.
The episode covers OpenAI's restricted release of GPT-5.6 (Sol, Terra, Luna) amid government scrutiny, its benchmark performance and cheating allegations, and broader AI industry trends like cost-cutting shifts to open-source models, security hardening, and consolidation among top labs.
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