HORYONCrypto Market Intelligence
The U.S. government has moved over $288 million in seized bitcoin and ether to Coinbase Prime, according to Arkham Intelligence data. This move has revived questions about the government's handling of seized cryptocurrencies and their potential sale.
Stablecoin treasury infra startup closed a Series A led by Dragonfly and FirstMark, with Coinbase Ventures and Capital One participating.
Deposits on Aave’s Monad deployment crossed $300M, up 41.5% in a week.
Tether has led a $7 million Series A financing round in Pact Labs, a protocol providing stablecoin infrastructure for asset-based lending, venture debt, and payroll payments. The investment aims to drive adoption of Tether's American stablecoin, $USAT.
Stablecoin supply on Robinhood Chain has reached $327 million in just 12 days, marking the fastest growth trajectory seen so far. This growth indicates a strong demand for stablecoin-based financial services on the platform.
Managed borrowing product aggregates rates from Aave, Morpho, Spark, Kamino and others into one optimized rate.
ConfirmoPay launched recurring billing onchain with USDC, enabling merchants to set USD-denominated subscription plans.
Ethereum Foundation privacy team spun out as a for-profit to build confidential systems for institutional Ethereum use.
Integer type conversion flaw in `DaiDripsHub`’s `give()` function let an attacker drain 24,882.99 DAI by flipping the transfer direction.
Ether.fi’s weETH earned the first independent A+ risk rating in liquid restaking from Credora.
V2 feature automates the supply-borrow-swap loop for yield strategies, launching in beta soon.
The episode discusses Near’s "sharpening" phase with live Confidential Intents for DeFi privacy, 23B+ USD volume, and Zcash integration, while exploring NEAR’s inflationary tokenomics, regulatory alignment, and privacy as a moat. Zcash’s regulatory compliance and hardware wallet challenges are also covered, with bullish but tempered price targets.
The episode covers a mid-2024 market rally led by NEAR, Hype (HE), and Zcash (ZEC), with Bitcoin targeting $68K–$69K and a focus on privacy, AI, and tokenized assets. It dives into pre-IPO perpetuals (e.g., CXMT on Hyperliquid), tokenized equities, and institutional tokenization trends, alongside regulatory updates like the US Cryptoclarity Act.
China launched a gold-backed clearing system in Hong Kong on July 7, 2026, with major banks and vault capacity expansion plans, aiming to create a parallel trade settlement system anchored by gold and the yuan. Central banks now hold more gold than US Treasuries by value, signaling potential long-term dollar decline.
OpenAI released GPT 5.6 publicly despite an initial ban, positioning it as a cheaper, high-token alternative to Fable 5 with strong agentic and visual capabilities but noted data loss risks and code quality trade-offs. Sam Altman hinted at GPT 6 within a month, accelerating model iteration.
Select a story to view
project data & analysis