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Messari

@MessariCrypto

Dec 5, 2021 • 7 tweets • 6 min read • Read on X

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Messari Hero Series #3

Crypto has improved leaps and bounds throughout 2021.

A lot of that credit is due 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.

@katie_haun

Messari Hero Series 11/15

@katie_haun

Being a former federal prosecutor, @Coinbase board member, and now General Partner at @a16z’s mammoth crypto fund, Katie Haun is a powerful individual who may be key to a breakthrough to DC in crypto regulation.

opensea.io/assets/0xf526e…

@KMSmithDC

Messari Hero Series 12/15

@KMSmithDC

Kristin runs the @BlockchainAssn and is regarded as the most credible corporate-member effort in DC. Kristin’s team was one of the driving forces amending the crypto broker language this summer.

opensea.io/assets/0xf526e…

@HesterPierce

Messari Hero Series 13/15

@HesterPierce

Commander of Crypto’s Night’s Watch. Her voice is a welcome source of self-awareness, competence, and restraint emanating from DC. It’s the voice of someone who’s done her homework, and works to find solutions.

opensea.io/assets/0xf526e…

@_tessr

Messari Hero Series 14/15

@_tessr

After leading the engineering team at @Interchain_io, Tess recently switched over to @Twitter to lead their newly formed crypto team. There are few in this space with more innovative and creative minds.

opensea.io/assets/0xf526e…

@arcalinea

Messari Hero Series 15/15

@arcalinea

Decentralization is the future, and that includes social media. With the brain power that @twitter has assembled with Jay leading BlueSky, we expect a big shift in social media in 2022.

opensea.io/assets/0xf526e…

A big thank you to all of our Heroes for making this year as great as it was, and we're excited to see what you all do in 2022!

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Messari

@MessariCrypto

Jan 6

State of DePIN 2024 🧵

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

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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:
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- 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.

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@MessariCrypto

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

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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:

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⚡ 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.

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Bear or Bull, Solana is accelerating.

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

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Messari

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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 🧵

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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.

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@MessariCrypto

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