HORYONCrypto Market Intelligence
Zilliqa confirmed a cold wallet theft at an unnamed exchange partner and asked exchanges to pause ZIL transfers while investigating.
Wanchain’s Cardano bridge reportedly drained 515M NIGHT (~$9M) via a signature-reuse bug; NIGHT down 30% intraday.
Grayscale filed a registration statement for a Worldcoin ETF tracking WLD on NASDAQ, the first of its kind in the U.S.
Circle secured final OCC approval to launch Circle National Trust, a federally chartered national trust bank, strengthening USDC custody and institutional rails.
Largest RWA pool on Robinhood Chain is a NVDA/USDG Uniswap v4 pool with $3.5M in daily trading volume.
The episode dissects the $53B Stripe–Advent bid for PayPal amid stablecoin disruption, Visa’s OpenUSD launch, and Oracle’s 50% YTD decline tied to AI competition. It also explores AI’s structural impact on equities, open-weight model risks, and the urgency around the U.S. Clarity Act for crypto regulation.
The episode discussed the current crypto market rally, regulatory developments, and the growing trend of tokenization, with guests from WisdomTree and Alpaca sharing insights on their involvement in the space.
A silent $8T outflow from U.S. banks into money market funds is underway, driven by rational yield chasing from near-zero savings rates to 3.7% Treasuries, while small banks face structural funding gaps and $4T in CRE maturities risk amplifying credit tightening.
Kimi K3, Moonshot Labs' open-source AI model with 2.8T parameters, is disrupting the AI landscape with 30–100x lower costs than U.S. models, driving enterprise adoption despite GPU shortages. Chinese open-source models are gaining U.S. user traction and challenging U.S. frontier labs' premium valuations, while Nvidia benefits from surging GPU demand.
The episode covers the fast-approaching Senate deadline for crypto legislation, focusing on the CLARITY Act’s ethics hurdles, funding caps, and DeFi/AML provisions. Key risks include meme coin bans for politicians, vertical integration restrictions, and uncertain Democratic support. Legislative windows are tight, with outcomes hinging on a pivotal vote around August 10.
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