HORYONCrypto Market Intelligence
Firm confirms purchase of 10K ETH for ~$16.1M, first announced buy in 8 months, alongside 2.1M SBET share repurchase.
New stablecoin from Open Standard uses Base’s B20 token standard, backed by Visa, Stripe, Mastercard, BlackRock, Coinbase, and 140+ firms.
Active RWA-backed loans on Aave Horizon and other Aave markets have climbed past $500 million.
Solana wallet onboards Ventuals’ three-person team after the Hyperliquid-based perp venue winds down.
430+ tokenized stocks and ETFs now tradable on Uniswap frontend across Ethereum and BNB Chain, routable via UniswapX API.
Structured Credit Facility goes live with FalconX, scaling toward $1B capacity in partnership with M11 Credit and Pareto Credit.
Shareholders approve merger with Cantor Equity Partners II, tokenization platform to list under ticker SECZ on July 2.
Flash loan + donation attack on ERC4626 vault manipulates oracle, draining ~$350k. No TWAP, rate cap, or donation protection in place.
Buybacks since TGE (~15.5M LIT) will now be permanently burned, staking rewards shift to ecosystem tokens, targeting 6% annualized yield.
Cosmos Labs brings core infrastructure under one roof, forming Seoul-based subsidiary to accelerate APAC expansion.
The episode argues the next crypto bull market is beginning, driven by tokenization, stablecoins, and perpetual exchanges, with Bitcoin at deep value (~$58K) and Ethereum positioned as the dominant L1 for onchain assets. The speaker emphasizes fundamentals-based investing, short-cycle altcoin seasons, and regulatory clarity enabling revenue-sharing token models.
The episode analyzes Bitcoin's current market structure, focusing on options market dynamics, MSTR's financial maneuvers, and macro-driven volatility. It argues selling pressure may be exhausted near $60K but warns of continued choppy conditions over the next 6-9 months.
The episode covers a live market reaction to Bitcoin's rebound from ~$57.7K to ~$64.7K, institutional crypto adoption, and deep dives into tokenization (RWAs, compute, gold), prediction markets, and emerging protocols like World, Tempo, and Antid. Guests include Archetype VC’s Demetri Baronzon and StreamX’s Henry McY, with bullish long-term theses on RWAs and AI inference markets.
The episode explores how AI's next bottleneck is power and infrastructure, not GPUs, with deep dives into energy solutions (Bloom Energy), optical networking (Lumentum, Corning), and neoclouds (Nebius) scaling AI data centers. It highlights trillion-dollar capex, multi-year lead times, and emerging markets like GPU futures.
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