HORYONCrypto Market Intelligence
A firmware bug in Coldcard wallets has cost Bitcoin holders over $100 million, with Galaxy's Alex Thorn tracking a fourth wave and 14 more attacker patterns not yet public. The bug, introduced in 2021, weakened wallet seeds created by several Coldcard models and firmware versions for nearly five years.
A new Ethereum proposal, EIP-8361, would burn a growing share of validator rewards, reducing issuance-based yields to 0% at 50% staking participation to curb ETH dilution and centralization.
Dragonfly, Accel, and Anthropic led the round for the AI agent management platform.
Circle has confirmed September 16 as the public mainnet launch date for Arc, with BlackRock, Visa, Mastercard, and eight other institutions as founding validators, and USDC as the network's native gas asset.
World Chain becomes the first production L2 to ship streaming Block Access Lists via Flashblocks, activating the feature on mainnet on August 17 ahead of Ethereum's Glamsterdam upgrade.
The exchange adopted Chainlink Data Streams to power high-speed BTC and ETH prediction markets.
Sophisticated cyberattacks were reported targeting major hedge funds including Citadel and Two Sigma.
The tokenized US Treasury fund reached a $3B market cap, with 97% of supply issued on BNB Chain.
Pyth reported $7.5M in monthly recurring revenue for July, driven by increased enterprise deployment.
President Putin signed a framework regulating exchanges and digital asset custody, though retail payments remain banned.
The podcast episode discusses the Clarity Act, its potential impact on the crypto market, and the involvement of institutions such as JP Morgan and Fidelity in the industry. Guests including Jesse Pollak, Haseeb, Santiago Santos, and Olivia Vande Woude share their insights on the current state of crypto, tokenization, and DeFi. The episode also touches on the growth of stable coins, their potential disruption of traditional payment networks, and the importance of regulatory clarity for the industry's development.
The episode argues OpenAI's $750B compute spending and hyperscaler off-balance-sheet debt create systemic credit risks, with parallels to South Korea's AI-driven Kospi crash in mid-2026. It frames AI as a leveraged bubble with broader economic exposure than dot-com, citing Nvidia's $600B potential exposure and Moody's $1T+ capex projections.
Shafi Goldwasser recounts the co-invention of zero-knowledge proofs, their evolution from interactive to non-interactive systems, and their foundational role in modern cryptography and blockchains, while discussing adoption challenges and future privacy-driven demand.
Bankless episode analyzes SpaceX's rapid growth, Elon Musk's $1T annual revenue projection by 2030, and its AI/GPU infrastructure plans, including a 10-20 GW capacity target by 2027-2030, with deep ties to Nvidia hardware and Starlink expansion.
Cody Carbone discusses the urgent push for a U.S. crypto market structure bill, currently stalled by ethics provisions, with a critical August 7 Senate deadline. The bill, seen as foundational for long-term crypto policy, faces a 30% chance of passage by 2026 according to prediction markets.
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