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Aug 26, 2022 6 tweets 4 min read Read on X
1/ “Crypto Moves Pretty Fast. If You Don't Stop And Look Around Once In A While, You Could Miss It.”

Luckily we have you covered! What recent trends shaped the past couple of weeks? 🧵 Image
2/ Is there any hope for the decoupling thesis?

Following the @terra_money collapse and #3AC liquidation, the crypto market has remained closely correlated to equities. Image
3/ On the optimistic rollup front, @optimismFND and @arbitrum have been nearly equal both in daily transactions and TVL. Image
4/ With eyes on The Merge, @coinbase has entered the chat as the largest centralized staking provider, offering its own staked $ETH derivative, $cbETH. Image
5/ Does @opensea finally have some competition?

@sudoswap's SudoAMM has started to cut into OpenSea's stranglehold on the NFT space. Image
6/ Stay up to date with context on the events and trends that shaped the recent weeks in crypto.

Explore the full Bi-Weekly Recap: August 12 - August 25
from @chasedevens.

messari.io/article/bi-wee…

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More from @MessariCrypto

Nov 26
$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2️⃣ Integrating decentralized energy resources into an outdated grid.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
Oct 21
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
Oct 3
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
Sep 30
✨ 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
Aug 7
DePIN continues to grow 🌐

With fundraising volume up 296% year over year, the total market cap grew 400% to $20 billion.

It’s Time for a #DePIN Sector Update 🧵⬇️
1/ Since our last Sector Map, we’ve added four DePIN sub-sectors:

• Decentralized Gaming Infrastructure (DeGIN) - Compute Network
• AI Data Layer - Bandwidth Network
• Robotics - Mobility Network
• Manufacturing - Mobility Network Image
2/ Seven of the top eight DePIN protocols by market cap are Digital Resources Networks (DRNs), worth a combined $12.2 billion.

@Helium is the only Physical Resource Network (PRN) that made the top 8. Image
Read 8 tweets
Aug 1
Exploring AI x Crypto 🤖

This sector has seen explosive growth, with numerous projects now valued over a billion dollars with $230M invested in July 2024 alone.

Let's dive into the intersection of decentralized AI and blockchain technology.
🧵⬇️
First, let's break down some key components in AI x Crypto:

1. Decentralized Compute Networks: Networks of GPUs for model training and inference.
2. Model Coordination Platforms: Incentivizing model development and specialized inference settings.
(continued)

3. AI Tools and Services: Marketplaces for AI models and services.
4. Apps: Consumer and enterprise products leveraging AI models.

Now that we understand the various components, the question remains: what is really going on at the intersection of AI and Crypto?
Read 8 tweets

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