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Jul 28 • 6 tweets • 4 min read
1/ We’re excited to announce our first #Mainnet2022 speakers!

Get ready, because we have some big names joining us on stage, discussing even bigger topics.
2/ First up, we have @bgarlinghouse, CEO of @ripple, joining @twobitidiot on stage for a fireside chat.

This is a meeting of the minds, who have often been on different sides, joining together to discuss the most pressing topics in crypto on-stage.
3/ Second, we’ll have @novogratz, CEO of @galaxyhq, joining @KeithGrossman, President of @TIME, for a fireside chat.
4/ Other featured sessions will be led by:
+ @balajis, angel investor and author of The Network State
+ @dfinzer, co-founder and CEO of @OpenSea
+ @cmoyall, GP, and Head of Digital Assets at @ApolloGlobal
5/ Learn more in our recent press release: prnewswire.com/news-releases/…
6/ And get your Mainnet 2022 tickets today at mainnet.events!

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More from @MessariCrypto

Messari Profile picture
Jul 28
1/ Since we first outlined the DeFi Sector Map 3 months ago, DeFi has been caught in the crossfire of both crypto-specific chaos and macroeconomic turbulence.

Following Terra, 3AC, and more, the average DeFi protocol's market cap has declined a ~60% over the last 90 days. Image
2/ But hope is not lost — price is not the only performance metric for this nascent industry.

2 notable trends have emerged in the recent downturn:
+ the relative stability of DEX performance
+ the significant increase in synthetics adoption thanks to upgrades from @synthetix_io
3/ DEXs offer more predictability than other sectors because of their relationship with stablecoins.

The growth of DeFi’s stablecoin supply provides DEXs with a buffer against market downturns — when traders flee to these stable assets, DEXs facilitate the trades.
Read 5 tweets
Messari Profile picture
Jul 27
While the bear market has caused some crypto-native companies to dia back their workforce, many companies are still looking to draw in talent from web2.

But how do you get a job in web3? Find out below ⬇️
Check out this archived report from @masonnystrom.

messari.io/article/web3-j…
Take a look at our open positions!

messari.io/careers#opport…
Read 4 tweets
Messari Profile picture
Jul 27
1/ Falling asset prices took a toll on @MakerDAO's TVL in Q2, which dropped 56% from Q1.

Outstanding debt, measured by $DAI outstanding, was more resilient, falling 32%.

The largest change in TVL came from excess collateral on the network, which fell 85% from $8B to $1.2B. Image
2/ The breakdown of yield-bearing collateral (YBC) reveals enormous shifts for @MakerDAO.

A year ago, $ETH was 71% of Maker’s YBC. It closed Q2’22 at 20%.

The biggest share taker was G-UNI LP tokens, accounting for $1.2B in collateral at quarter end. Image
3/ @MakerDAO's market share in $ETH and $stETH combined lending (measured by TVL) stayed at 40% between Q1 & Q2.

@AaveAave's share grew rapidly in stETH, but Maker’s grew in ETH, allowing it to maintain its total share.

Maker saw similar gains in $wBTC, growing 24% - 45% in Q2. Image
Read 4 tweets
Messari Profile picture
Jul 27
1/ @solana experienced declines in network usage (except for unique fee payers) and financial performance for the first time in over a year.

The average number of daily transactions decreased by 17.6%, while revenue decreased by 44.4% due to degraded network performance.
2/ Following a breakout end to 2021 and beginning of 2022, @solana NFT activity accelerated amidst the network's decline in usage and DeFi activity during Q2.

Daily new NFTs dramatically increased to over 7 million newly minted NFTs, representing 46.4% growth.
3/ The average engaged stake on @solana has held strong at ~75% over the last year.

This stability mitigates network value volatility to some extent.

The stability has also allowed network infrastructure to expand with the number of validators and delegators.
Read 4 tweets
Messari Profile picture
Jul 26
1/ There is a finite amount of LAND in @TheSandboxGame — 166,464 parcels.

The proportion of LAND parcels that have been distributed has increased to 67% of the maximum supply in Q2 2022, up 2% QoQ.

This gradual ~2% pace has remained relatively stable since Q3 ‘21. Image
2/ @TheSandboxGame recorded $2.1M in primary LAND sales volume on 3,554 parcels minted in Q2‘22 – though not all mints resulted in immediate sales.

Using LAND mints as an imperfect proxy for LAND parcels sold, average sales price during the latest quarter fell to ~$2,157/unit. Image
3/ The majority of USD volumes are attributable to secondary sales of LAND parcels.

Through H1'22, @TheSandboxGame secondary sales dipped -90%, down to $28M in Q2 (~80% decline from Q1).

Despite the significant pullback, Q2 secondary sales still tripled in just a 12-month span. Image
Read 4 tweets
Messari Profile picture
Jul 26
Can "digital land" be successful without the persistent value produced by something like physical real estate? Image
Take a look at this @DuneAnalytics dashboard created by @MetaMetriks for insights on the overall health of digital land.

dune.com/metaland/Metav…
And while you're at it, read @masonnystrom's archived report on The Digital Land Debate.

messari.io/article/the-di…
Read 4 tweets

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