HORYONCrypto Market Intelligence
Aave V3 launched on Monad mainnet with 12 day-one assets (USDT0, USDC, GHO, USDe, WETH, cbBTC, wstETH, syrupUSDC, sUSDe, more) backed by $15M in first-year chain incentives, plus first deployment with Chainlink SVR MEV recapture.
Anchorage Digital now offers institutional clients compliant access to Lido’s wstETH, expanding liquid staking services.
Perpetuals exchange Extended closed a $12.5 M funding round led by eToro, tying into its Zengo wallet acquisition.
Founder Terence Kwok confirmed the project is repositioning toward enterprise AI after a $36M exploit, with fund recovery odds described as low and international law enforcement engaged.
Full operations resumed after the $1.7 M June exploit; all affected users made whole.
The tokenization firm listed its own SECZ shares on NYSE and deployed them on Solana and Avalanche, marking a first for a newly public company.
Maple joined the Global Dollar Network and launched syrupUSDG, a yield-bearing Syrup asset for USDG, with Steakhouse Financial approving it as collateral for the vault behind Robinhood Earn.
Binance is set to spearhead a new financing round for Mesh, valuing the crypto‑payments infrastructure at up to $2 B.
Arcus, a fee‑free perpetuals DEX, went live on Robinhood Chain, adding 95 tokenized stocks to its order book.
Amos Miri of AntSeed discusses the emerging decentralized AI inference market, detailing AntSeed's P2P marketplace on Base, its ANC token economics, and the projected surge in inference demand across industries like robotics and national AI models.
The episode covers Anthropic's Fable 5 relaunch after a US government ban, AI advancements in scientific research and hardware (e.g., Etched's chips), and broader industry trends like inference cost reductions, memory supply constraints, and robotics viability. It also touches on OpenAI's rumored equity offer to the US government and Meta's pivot to cloud compute.
Momentum factor seeing ~4 standard deviation unwind Yen intervention by Japan's Ministry of Finance occurred (timed around NFP) Meta considering selling AI compute capacity, sparking demand concerns Anonymous account tweeted breakthrough in AI memory efficiency architecture (spun out of OpenAI) AI/semiconductor trade cracks spreading from MG7 to semis, Korea, Taiwan Peak growth and peak inflation for the economy cited Record yen shorts and dollar length noted as risk factors Liquidity showing signs of deterioration despite marginal Fed rate expectations shifts Real yields appear to be peaking
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