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Messari Profile picture
@MessariCrypto
Aug 4, 2022 • 6 tweets • 4 min read • Read on X
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1/ Another speaker drop for #Mainnet2022!

Let's dive into these crypto rockstars 🧵 but first, why are you waiting to secure your pass?

The event is happening Sept 21-23 in NYC. mainnet.events
2/ Stoked to hear from @KyleSamani, the Co-Founder and Managing Partner @multicoincap on composability🏗️ and his investment thesis for the bear.
3/ Then we'll get the rundown of all things @solana, including the new Saga phone📱, from @aeyakovenko, the Co-Founder of Solana Labs.
4/ Arts and culture were key to the crypto bull run over the past couple years, so we've added Lisa Liang (@BreadBreaker22), the Co-Founder and CMO of @asyncart to the lineup.
5/ The focus is really on Zero Knowledge or ZK technology right now, so we're bringing @0xPolygon Co-Founder @MihailoBjelic to the stage to discuss the project's latest release.
6/ #Mainnet2022 will be the agenda-setting event of the year! Grab your pass now 👉 mainnet.events

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More from @MessariCrypto

Messari Profile picture
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.Image
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.Image
Read 8 tweets
Messari Profile picture
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2️⃣ Integrating decentralized energy resources into an outdated grid.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🧵 Image
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 transparencyImage
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. Image
Read 11 tweets
Messari Profile picture
Nov 20, 2024
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 ⬇️
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 Image
Image
Read 13 tweets
Messari Profile picture
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 🧵 Image
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 Profile picture
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."
Read 9 tweets
Messari Profile picture
Sep 30, 2024
✨ Introducing Messari Copilot – All of Crypto. One Assistant.

Messari Copilot taps into 30+ TB of crypto data from our own vault of:
✍️ Research
💰 Fundraising
⛓️ Onchain metrics
📊 Market and social data
📰 News/Podcasts

Built for Trust. Built for Speed.
Let’s dive in 🧵⬇️
1/ Deep 360° Coverage

Get the most comprehensive view of the crypto landscape:
📊 Real-time market and onchain data
🏦 Institutional-grade asset monitoring
✍️ Advanced Research
💰 Fundraising events
🎧 AND curated third-party sources (news, social, podcasts)

All in one place 🔍 Image
2/ AI-Enhance Speed to Insight

Powered by our advanced AI engine, Copilot is always up-to-speed on developing events in the industry.

With fresh data every 15 minutes, you now get faster insights into key events.
Read 8 tweets

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