HORYONCrypto Market Intelligence
Strategy sold 4.82 million MSTR shares for $466.7 million in net proceeds between July 6 and July 12, but made no Bitcoin purchases during the week, leaving its holdings unchanged at 843,775 BTC, while its USD reserve rose to $3 billion.
Robinhood Chain pulled $3.1B in DEX volume in its first week live, ranking among the top five chains, with more than 65K users now holding $300M in stablecoins and $13M in tokenized stocks on the chain following its July 1 launch.
Bitmine acquired another 27,801 ETH, bringing its total holdings to 5.77M ETH, or about 4.8% of Ethereum’s supply.
Japan’s Progmat migrated $2.7B in tokenized securities to Avalanche, cutting rights-transfer processing time by 3-5x.
HIP-3 markets now account for ~50% of Hyperliquid’s perp volume, up from 2% at the start of the year, driven by onchain stock trading demand.
Upbit, South Korea’s largest exchange, will list Derive (DRV) with KRW, BTC, and USDT pairs on July 14. Formerly Lyra Finance, DRV focuses on onchain options and perps.
Cap reduced its stabledrop airdrop from $12M to $4.2M, with the founder apologizing for overcommitting without secured funding.
Gondor will launch v1 in September, enabling users to borrow against their entire Polymarket portfolio for leveraged bets.
Aave selected Chainlink CCIP for cross-chain vault rebalancing, deposits, and transfers in its new mobile app, citing security and no new trust assumptions.
Kaiko appointed Sari Granat as Independent Board Member, effective immediately, bringing a rare combination of experience in institutional financial data infrastructure and blockchain data.
Sablier Labs entered maintenance mode, halting new development for its token-streaming protocol while existing contracts remain live.
SBI Holdings announced a strategic investment in Gauntlet, marking continued institutional interest in DeFi risk management tooling.
Hyperdash co-founder Hansen Binger outlines Hyperliquid's bull thesis for 2026, centering on its dominance in RWA and commodity/equity perps, USDC-backed revenue sharing (90% to HYPE buybacks), and institutional adoption via Grayscale’s ETF and Hyper Holdings’ ecosystem plays.
The episode explores alleged Chinese-linked opposition to US AI data centers via groups like PSL, ties to Neville Singham, and $2B in foreign funding, while also analyzing US crypto legislation (Clarity Act) odds, bank earnings, and stablecoin adoption barriers.
The episode covers a bullish crypto market reaction to CPI data, deep dives into Hyperliquid's liquidity dominance and RWA expansion, Maple Finance's institutional lending growth, Robinhood Chain's tokenization push, and Arcus' DEX launch. Focuses on infrastructure plays (Hyperliquid, Hyperdash, Maple) and the intersection of traditional finance and onchain markets.
The episode examines the irreversible global fertility decline and its macroeconomic consequences, highlighting shrinking workforces, strained pension systems, and falling GDP growth across developed nations, with South Korea’s fertility rate of 0.8 (2024) as a stark example.
Bankless covers Apple's lawsuit against OpenAI for alleged trade secret theft by ex-employees, including hardware specs and supplier lists, and the implications for OpenAI's rumored 2027 AI hardware launch (100M units) amid poaching of ~400 Apple staff. The episode also contrasts Apple's upcoming device pipeline with OpenAI's manufacturing challenges.
Delphi Digital episode with Jordan Nel explores generational venture managers, emphasizing contrarian pre-seed strategies, GP archetypes, and crypto as a regime-shift opportunity. Focuses on edge in sourcing, decision-making, and cultural calibration in global markets like Africa and India.
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