HORYONCrypto Market Intelligence
Michael Saylor hinted at a potential Bitcoin purchase this Monday following a five-week pause in disclosed acquisitions.
Combined monthly volume for Polymarket and Kalshi hit an all-time high of $50.6 billion in July.
Trump Media transferred 2,628 BTC (~$165M) to Crypto.com, which the company claims was part of a broader trading strategy rather than a sale.
Stablecoin outflows from South Korean exchanges hit a 18-month streak in June, with $367 million moving to foreign platforms.
Pendle PT looping now supports Euler Finance, allowing users to leverage and loop PT positions with a single click.
Lighter is scaling RWA access on Robinhood Chain and remains committed to Ethereum as its primary settlement layer.
This episode covers the Coldcard hardware wallet hack (1,600+ BTC stolen via a firmware RNG bug), the blowup of the Situational Awareness AI fund due to leverage and poor risk management, and the broader interplay between AI and crypto. It also discusses Bitcoin custody trade-offs, regulatory signals from the SEC, and the current macro rate environment.
Sam Kazemian discusses Frax's strategic expansion through the OpenUSD consortium and the pursuit of direct Visa BIN relationships for hybrid credit products. He outlines a vision for stablecoin dominance and the integration of FRAUSD into traditional finance via FDIC-insured bank deposits and credit creation.
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