HORYONCrypto Market Intelligence
BitMine acquired 9,926 ETH over the past week, bringing total holdings to 5,815,164 ETH, or about 4.8% of Ethereum’s supply. The company has staked 5,067,309 ETH, roughly 87% of its holdings, with projected annualized staking revenue of about $250 million.
Strategy, a Bitcoin treasury firm, raised $334 million selling MSTR shares last week and spent all of it on preferred dividends, preferred buybacks, and its dollar reserve, leaving its 840,447 bitcoin untouched.
Capital B has acquired 5 BTC for roughly €280,000 ($325,000), bringing its total holdings to 3,145 BTC. Its bitcoin yield stands at 2.14% year-to-date.
SafePal disclosed a data breach exposing personal information tied to 39,798 customers, but that no crypto funds, seed phrases, or private keys were affected.
Compound Foundation announced a new leadership team and a $52 million development program to focus on bringing institutional credit onchain. The new team includes Aaron Schnarch as Executive Director, Christopher Donovan as COO, Steven Liu as CPO, and Leo Eikelman as CTO.
The episode discusses the investment strategies of top AI investors, including Leopold Ashenbrenner and Gavin Baker, and their focus on companies like Google, Amazon, and NVIDIA, with a strong emphasis on the AI theme and infrastructure investments. The hosts also touch on the potential for memory and power investments, as well as payments and cloud infrastructure. Notable investors like Warren Buffett and Bill Ackman are also mentioned, with their respective investments in Google and payments companies.
The hosts and guests discuss the effectiveness of token buybacks, exploring alternative value accrual mechanisms and the optimal timing for buybacks.
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