HORYONCrypto Market Intelligence
Attacker drained 23.75M USDC by compromising a signer key, printing a fake BTC oracle close. All six audits explicitly scoped out offchain key management.
First production trades of tokenized U.S. securities executed with Chainlink, involving JPMorgan, BlackRock, Goldman and 30+ institutions. Full Collateral AppChain launch slated for later this year.
First multi-chain expansion for Aave V4, powered by Chainlink. Active loans approaching $100M.
Jesse Pollak hands Base App leadership to Cobie, admits social bets failed, and refocuses on trading, stablecoin payments, and AI agents.
Slipstream captured 75% of Base DEX volume, flipping every other DEX combined with $400B+ total volume.
Public Hyperliquid treasury firm deploys 500K HYPE to Skew via HAUS agreement for equity and revenue share.
Crypto clearinghouse Glacis Labs raises $6.8 million seed to expand ZeroDelta platform, a multichain clearing platform for stablecoins, with plans to expand into tokenized securities and foreign exchange.
First tokenized stock representations based on DTCC’s DTC tokenized entitlements, starting with CRCL and SPY.
After 7 years, the Lazy Summer Protocol exploit forces the team to sunset the UI.
Celestia has acquired Sovereign, an infrastructure platform building a modular, high-performance SDK to simplify the deployment of zero-knowledge rollups.
Leaked data exposed Peter Thiel's elite 'Dialogue' network, detailing attendee dossiers, controversial sessions, and ties to Palantir's lucrative government contracts, leading to a grassroots campaign that ousted the group from an Irish venue in 2026.
The episode explores structural flaws in crypto token models, contrasting them with equity, and dives into AI-driven value accrual, with case studies like Grass, Venice, and Hyperliquid. It also covers market dynamics, including Zcash's recovery, Solana's on-chain trading, and AI infrastructure tailwinds.
The episode analyzes Bitcoin's rally above $65K amid macroeconomic shifts (CPI cooling, Fed rate expectations) and crypto-specific dynamics, including governance vulnerabilities, ETH outperformance, DeFi rate signals, and the potential market impact of the Clarity Act.
The episode analyzes a shift in AI towards cost-efficient models (e.g., Grok 4.5, Meta’s MuseSpark 1.1) over pure intelligence, with pricing drops (e.g., $2/$6 per M tokens for Grok 4.5) driving adoption. It highlights enterprise cost sensitivity, routing layers, and infrastructure builds (Meta’s 14 GW, SpaceX’s 20T-parameter roadmap).
The episode explores NEAR's ecosystem growth, intent-based cross-chain infrastructure (NEAR Intents, $23B+ volume), and the intersection of AI agents, privacy (Zcash, Starknet, Dash), and institutional adoption (Circle, JP Morgan, BlackRock). Focuses on agentic commerce, chain abstraction, and privacy-preserving AI/DeFi.
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