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Messari

@MessariCrypto

Dec 4, 2021 • 7 tweets • 6 min read • Read on X

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Messari Hero Series #2

Crypto has improved leaps and bounds throughout 2021.

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

@KyleSamani

Messari Hero Series 6/15

@KyleSamani

The man behind @multicoincap - the investment team who bet big on @solana and won. While devs were busy building the ecosystem, Samani was busy spreading the word to anyone who would listen. And boy, did they listen.

opensea.io/assets/0xf526e…

@zhusu

Messari Hero Series 7/15

@zhusu

The voice behind Uncommon Core. Zhu has had quite the year, educating thousands through his podcast, Twitter, and more. With his massive following and 3AC team behind him, 2022 could be his biggest year yet.

opensea.io/assets/0xf526e…

@danrobinson

Messari Hero Series 8/15

@danrobinson

Dan was the force behind the @Uniswap v3 automated market maker, among other innovations, and helped to develop the research team behind multi-billion dollar investment fund @paradigm.

opensea.io/assets/0xf526e…

@paradigm

Messari Hero Series 9/15

@_Dave_White

Dave joined @paradigm in January and since then has authored/co-authored six impressive papers that could bring larger and more sophisticated investors to DeFi markets. Definitely one to watch for 2022.

opensea.io/assets/0xf526e…

@Jihoz_Axie

Messari Hero Series 10/15

@Jihoz_Axie

@AxieInfinity's success has catapulted an entire new genre (crypto gaming) and subgenre (P2E games) into relevance, and has given millions of bankless users an opportunity to earn a living.

opensea.io/assets/0xf526e…

Keep your eyes out - the final 5 Messari Heroes will be highlighted tomorrow!

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More from @MessariCrypto

Messari

@MessariCrypto

Jan 6

State of DePIN 2024 🧵

(You can read the full report here for free)
messari.co/3WacKam

DePIN is in its earliest innings with < 0.1% market share of $1T+ end-markets

Read 19 tweets

Messari

@MessariCrypto

Dec 31, 2024

6 hot takes for 2025 🧵

Hyperliquid's Outperformance May Be Over - @AvgJoesCrypto

On Dec. 30, 2023: 1 BTC = 396 SOL. A year later, 1 BTC = 493 SOL. Despite the 2024 buzz, SOL lagged BTC.

At $27B FDV, HYPE is:
- 1/4 of SOL's FDV.
- 1/2 of $COIN's MC.
- Equal to $FTT's peak FDV.

Hyperliquid will be a dominant narrative in 2025, but the market might have anticipated it in Q4.

VIRTUAL FDV to flip TAO FDV within three months - @0xSynthesis1

TAO has ~ $3.3M in emissions daily and will probably stay flattish in USD until dTAO fixes constant supply pressure.

Meanwhile more and more VIRTUAL continues to be locked in agent LPs and spent on inference.

The market has identified a new AI proxy and will re-rate accordingly.

Read 8 tweets

Messari

@MessariCrypto

Nov 26, 2024

$21T is needed to transition the grid to clean energy by 2050 due to CO2 goals & rising demand.

Challenges:
1️⃣ Rapid, cost-effective capacity scaling.
2️⃣ Integrating decentralized energy resources into an outdated grid.

Navigate the DePIN Energy Sector with @dylangbane🧵

Solar is now the world's cheapest energy source.

But, the fossil fuel-based grid isn't ideal for clean, decentralized energy sources like solar, wind, and batteries.

DePIN protocols can help:

⚡ Incentivize DER deployment

⚡ Enhance grid coordination via VPPs/DRPs

⚡ Tokenize DERs/carbon credits for better liquidity and transparency

Global spending on solar now exceeds $500 billion annually, yet it's insufficient.

By 2030:
- Energy capacity spending must double.
- Electrification spending must triple.

We're running out of time, and DePIN is the fastest way to deploy the clean energy infrastructure needed.

Read 11 tweets

Messari

@MessariCrypto

Nov 20, 2024

x.com/aeyakovenko/st…

Bear or Bull, Solana is accelerating.

But keeping up can feel "impossible", even for Toly or Raj.

Introducing solana.messari.io

All the answers you need - all in one link - no login required ⬇️ x.com/aeyakovenko/st…

Let's start with the table stakes - key network metrics:

- Transaction Fees
- Daily Transactions
- Active Addresses
- TVL, etc.

Those are must-haves. But alone they don't tell the whole story.

To make better decisions, the best analysts go beyond the numbers ⬇️

https://twitter.com/rajgokal/status/1765927089260376481

The Solana Portal's key updates offer a vetted and expertly curated history of Solana, along with ongoing developments, all in one place.

To help @rajgokal study Solana's history

https://twitter.com/rajgokal/status/1765927089260376481

Read 13 tweets

Messari

@MessariCrypto

Oct 21, 2024

Liquidity fragmentation across blockchains is one of DeFi's largest challenges, leading to high costs and low capital utilization.

@EverclearOrg introduces the first Clearing Layer to solve liquidity fragmentation. Let's explore what Everclear is and why it matters 🧵

The Problem 🔎

Fragmented liquidity between chains leads to high costs & low capital utilization for solvers, market makers, & CEXs. Rebalancing is complex, costly, and often slow.

As the number of chains grows, so do rebalancing requirements. A better solution is needed.

What is Everclear? 🤔

Everclear (prev. Connext) is the first Clearing Layer - a decentralized network coordinating global liquidity settlement between chains. Through netting, Everclear reduces the cost and complexity of rebalancing liquidity between chains.

Read 9 tweets

Messari

@MessariCrypto

Oct 3, 2024

Copilot wasn't the only product announcement we made this week.

Introducing Community Centers from Messari - the next evolution of community relations.

More than just a dashboard. Coming first to @Solana and @avax

Director of Product, Ken Yip walks us through
🧵⬇️

Crypto moves fast 🏃‍♂️

"The frameworks and methods of yesterday won't work for the needs of tomorrow."

"Investors are just one persona in a community of many.

We’ve spoken to hundreds of these community members, and while they all have unique roles, they do share a common set of problems."