HORYONCrypto Intelligence Feed
Morpho and Steakhouse launched the first confidential USDC yield vault using Zama’s FHE, keeping balances and positions encrypted on Ethereum. Deposits batch into Morpho’s USDC Prime strategy, with vault shares reshielded to users.
Ondo Global Markets added 173 new tokenized stocks and ETFs, bringing its total to 430+ assets across Ethereum, Solana, and BNB Chain. New listings cover AI, robotics, quantum, and defense tech.
Joseph Wang analyzes the implications of a hawkish but communication-light Fed under new Chair Kevin Warsh, arguing disinflation and market fragility make 2025 rate hikes unlikely despite market pricing. He explores structural limits of monetary policy, balance sheet mechanics, and late-cycle risk asset signals.
Sam Boboev argues AI agents will autonomously execute financial transactions by 2026, with stablecoins as the native programmable currency, while incumbents like Revolut, Visa, and Mastercard leverage data and infrastructure to dominate the agentic economy.
The episode analyzes macro forces (Fed policy, Iran-driven oil shocks) and their impact on risk assets, while arguing Bitcoin and select crypto protocols are undervalued amid a speculative shift toward AI, pre-IPO equities, and perpetual futures. It also contrasts crypto market dynamics with traditional finance, highlighting tokenized equities and DeFi revenue models.
Leopold Aschenbrenner's fund Situational Awareness has grown to over $20B notional, largely via a massive short position against NVIDIA and long bets on AI infrastructure bottlenecks like power and memory. The episode dissects his thesis that the AI trade is rotating from semiconductors to physical constraints, and highlights specific plays like Marvel and Bloom Energy.
62,934 $24h▲0.7%7d▼1.1%30d▼18.6%
1,695.9 $24h▲0.8%7d▲2.1%30d▼20.5%Select a story to view
project data & analysis
