Share this page!

Messari Profile picture
Twitter logo
2 Dec, 6 tweets, 4 min read
1/ It’s time. It’s here. The long wait is over.

150+ pages. 121 topics. 22 NFTs. (👀)

Messari’s Theses for 2022 has arrived, and here’s why it’s the greatest holiday gift you could receive 👇
2/ What does the #theses2022 report cover?

Everything.

+ Investment themes & core narratives
+ Top 10 movers, shakers, and anons
+ bitcoin and crypto monies
+ regulation
+ infrastructure
+ NFTs and Web3
+ DeFi 2.0
+ ETH, Layers, and Bridges
+ DAOs

and much, much more!
3/ Explore key trends, people, companies, and projects to watch across the crypto landscape, as well as projections for the upcoming year.

Additionally, downloading the Theses will provide you with a discount code for 15% off Messari Pro & Enterprise, good until 2/15/2022!
4/ Alongside our 5th annual Crypto Theses for 2022, we will be launching our first collection of NFTs - created by @jaendotart!

22 NFTs will be minted on @OpenSea, featuring 15 crypto heroes and 7 battle scenes.

Check out the #theses2022 collection: opensea.io/collection/mes…
5/ We’d also like to highlight the mind behind the design for our #theses2022 collection, @jaendotart!

Jaen is a crypto artist & art director who is changing the game by literally launching art to space. His creativity and eye for design are unmatched.

More info on his profile!
6/ Go get it! Check out @twobitidiot’s #theses2022 today!

Download the full report today and receive 15% off Messari Pro and Enterprise, plus the opportunity to bid on 1-of-1 NFTs on @OpenSea.

messari.io/crypto-theses-…

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Messari

Messari Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @MessariCrypto

Messari Profile picture
3 Dec
Messari Hero Series

Crypto has improved leaps and bounds throughout 2021.

A lot of credit is owed to the community and the anon builders that make up the ecosystem, but along with the release of #theses2022 we wanted to highlight 15 Crypto Heroes that have led the way.

🦸🏾‍♂️🦸🏻‍♀️👇
Messari Hero Series 1/15

@twobitidiot

Who else to start with but our Fearless Leader?

2021 has been a massive year for Ryan, nearly tripling the size of Messari while leading the charge of crypto advocacy in DC.

opensea.io/assets/0xf526e… Image
Messari Hero Series 2/15

@dfinzer

@opensea has been the talk of the town since 2021 began. NFTs have reshaped crypto and in turn, OpenSea has reshaped the way we trade and view art.

opensea.io/assets/0xf526e… Image
Read 7 tweets
Messari Profile picture
3 Dec
1/ While NFTs have existed for a long time, the market historically has been very small.

Early marketplaces like @opensea and @SuperRare grinded through a market that was mostly dominated by @ethereum until new blockchains began appearing. The Market History of NFTs
2/ 2021 will go down perhaps most significantly as the year of the digital renaissance.

As new business models and monetization strategies were born, platforms like @niftygateway and @SuperRare dominated, offering artists a new format for monetizing their work. while the total market cont...
3/ The NFT market has officially surpassed $15B in secondary sales combined across a variety of categories including gaming, PFPs (profile pics), virtual worlds, sports, and collectibles.

More importantly, while @ethereum leads, the future is growing more multichain by the day. Total NFT secondary sales s...
Read 4 tweets
Messari Profile picture
1 Dec
1/ @NotionalFinance is an @ethereum-based protocol which enables users to lend and borrow cryptoassets at a fixed rate via on-chain liquidity pools.

Notional recently launched its V2, and as a result protocol activity has exploded over the past week as it nears $1B in total TVL. Notional Finance Historic TVL
2/ Users can interact with the protocol as a borrower, lender, or liquidity provider (LP).

LPs are the most important as they capitalize liquidity pools with cTokens to act as the counterparty to all other lenders and borrowers.

In turn, they are rewarded with liquidity fees. Diagram for interactions through Notional Finance
3/ The $NOTE token is used for operations within the protocol.

The total 100M token supply was allocated:
+ 50% to liquidity incentives
+ 23.6% to the team w/ 3-year vesting schedule
+ 19.78% to early investors w/ 3-year vesting
+ 6.62% to development grants & community building liquid supply curve for NOTE tokens
Read 4 tweets
Messari Profile picture
30 Nov
1/ It took 6 months for @dydxprotocol's L2 offering to eclipse @coinbase in daily trading volumes.

dYdX recently shut down its L1 offering and is doubling down on perpetuals by expanding beyond its current 28 markets.

It is also one of the most liquid exchanges in crypto. Image
2/ Powered by @StarkWareLtd's StarkEx platform, @dydxprotocol is an app-specific rollup.

The code is customized to the needs of dYdX, and optimized to the extent that is possible.

What does this performance give you?

Everything you expect from the best CEXs, yet non-custodial. features dydx can offer non...
3/ In the last few weeks, daily volumes on @dydxprotocol alone are almost reaching $5B.

dYdX is quickly climbing the leaderboard in terms of open interest and is the only DEX to do so.

The relative open interest compared to other exchanges is indicative of its rising position. cumulative and daily volume...
Read 4 tweets
Messari Profile picture
24 Nov
1/ Available now on @duneanalytics:

The Messari Compound Financial Statements Dashboard!

This dashboard is updated in real-time and allows users to dive deeper into the key metrics and data that were used to create our recent quarterly report - the State of Compound Q3 2021.
2/ This dashboard was created by Messari Analyst(s) and commissioned by @compoundfinance, a member of Messari Hub.

It was created to provide deeper insight into the data and visualizations used to assess the micro/macro statuses of the protocol, as well as token parameters.
3/ The dashboard presents key metrics such as:

+ Outstanding Deposits/Loans
+ Liquidations
+ Aggregate Deposits/Loans
+ Utilization
+ Daily Interests Accrued
+ Revenue
+ Incentives
+ Borrows
+ Reserve Factor
+ Speed Factor
+ Collateral Factor
Read 4 tweets
Messari Profile picture
23 Nov
1/ Liquid tokens have thousands of buyers and sellers, but NFT transactions requires a single buyer/seller––pointing to lower liquidity.

To solve this issue, projects focused on the financialization of NFTs are attempting to make NFTs as fungible (and liquid) as possible. NFT Financialization Stack
2/ The top four NFT liquidity protocols - @NFTX_, @NiftyMuseum, @uniclyNFT, and @fractional_art hold nearly $80M in combined TVL.

Unicly currently possesses the greatest market share with 43% of the total value locked.

NFTX leads NFT20 among liquidity pool protocols. The NFT Market Liquidity In...
3/ While both protocols have been live for over a year, @NFTX_'s V2 upgrade has already shown to be quite successful in accruing NFTs.

Conversely, @NiftyMuseum possesses more NFTs in its liquidity pools, however, these NFTs on average tend to be less valuable. NFTX Continues to gain more...
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @MessariCrypto has new unrolls!

Check out other threads from @MessariCrypto!

Read all threads by @MessariCrypto

:(