HORYONCrypto Market Intelligence
Hyperliquid now holds 8.7% of all perpetuals OI across CEXs/DEXs, with $4.3B+ OI and $1.3B annualized fees fully distributed to HYPE stakers.
ETH bridged to Robinhood Chain surged ~10x in days, as the L2 uses ETH for gas. Sustained adoption could make it a meaningful new demand source.
Jito routes 60%+ of Solana’s priority fees, with annualized flow at ~$561M. Tokenized equity volume ATHs drive MEV, reinforcing its picks-and-shovels role.
Blockaid detected an ongoing exploit on Summer.fi, with ~$6M drained so far. The yield aggregation platform targets institutional-grade DeFi vault infrastructure.
Ethereum Foundation transferred 2,469 stETH ($4.34M) to Argot Collective as the fourth-year installment of a five-year funding commitment.
OKX Ventures acquired a 20% stake in South Korean exchange Coinone, becoming its joint third-largest shareholder to bolster trading infrastructure and compliance.
Morpho’s confidential USDC vault using Zama’s FHE stack reached $19M TVL, with GSR as a depositor. Positions are fully encrypted, addressing DeFi’s transparency hurdles for institutional adoption.
The episode centers on Securitize's NYSE listing via SPAC, its $400M raise for tokenization M&A, and the broader institutional push for RWA tokenization. It also covers Ethereum's long-term roadmap, stablecoin adoption, and macro/crypto convergence with Bitcoin at $60K+ and a $70K target.
UnchainedCrypto episode analyzes institutional crypto adoption barriers, Strategy's $216M Bitcoin sale to fund dividends, stablecoin dynamics under MiCA, and tokenization's long-term viability. Focuses on regulatory risks, market mechanics, and the role of traditional finance in shaping crypto infrastructure.
Hester Peirce discusses the SEC's Crypto Task Force priorities, including the Clarity Act, innovation exemptions, and token fundraising in the US. She outlines focus areas like transfer agents, custody, clearing agencies, and coordination with the CFTC, while noting DTCC's no-action letter for blockchain experimentation.
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