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Sep 2, 2022 β€’ 7 tweets β€’ 4 min read β€’ Read on X
1/ Our analysts were busy last month!

Let's run through some August 22' report highlights and see if we can find any alpha. πŸ“° Image
2/ You're probably sick of hearing about it at this point but the Merge is just days away.

For all of our speculatoooors out there, $ETC price has typically been driven by major upgrade news in the past. Image
3/ Centralization came into focus after the @TornadoCash sanctions.

While chokepoints still exist across the infrastructure stack, the Proof of Physical Work token distribution method provided by Web3 infra could be the next catalyst to spark a bull. ImageImage
4/ Things have been tough across both EVM and non-EVM chains.

However, @solana has remained the clear leader across non-EVM chains in usage metrics. Image
5/ For some hopium...

@synthetix_io and @GMX_IO saw positive growth trends. ImageImage
6/ We didn't forget about NFTs.

@sudoswap's AMM jumped from 1% of @opensea's volume to 10% before seeing its first slowdown since launch. Image
7/ If you're still here it's a perfect time to play catch up on any reports you missed.

September is looking like a huge month with the Merge and #Mainnet2022 landing just days apart 😬

Come see what you're missing ⬇️
messari.io

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More from @MessariCrypto

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
πŸ§΅β¬‡οΈ
Crypto moves fast πŸƒβ€β™‚οΈ

"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
πŸ’° Fundraising
⛓️ Onchain metrics
πŸ“Š Market and social data
πŸ“° News/Podcasts

Built for Trust. Built for Speed.
Let’s dive in πŸ§΅β¬‡οΈ
1/ Deep 360Β° Coverage

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

All in one place πŸ” 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 πŸ§΅β¬‡οΈ
1/ Since our last Sector Map, we’ve added four DePIN sub-sectors:

β€’ Decentralized Gaming Infrastructure (DeGIN) - Compute Network
β€’ AI Data Layer - Bandwidth Network
β€’ Robotics - Mobility Network
β€’ 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 πŸ€–

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.
πŸ§΅β¬‡οΈ
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
Jun 26, 2023
1/ The crypto space's evolution has necessitated stronger server infrastructure to meet the increasing performance requirements of blockchains and their applications.

@Old_Samster dives into why advanced physical infrastructure is crucial.πŸ‘‡πŸ§΅
@Old_Samster @Filecoin @sphere_labs @akashnet_ 2/ Newer chains like @avax and @Solana demand significantly higher processing power compared to @Ethereum.

This has driven validators towards being hosted in data centers, given their increased demand for processing power, low latency, and high uptime.
3/ Decentralized storage networks (DSNs) and compute networks face similar challenges.

Ordinary people contributing idle storage space isn't enough for commercializing DSNs. Data centers become indispensable for low latency and exceptional uptime.
Read 7 tweets
Jun 6, 2023
1/ Scalability is a key factor in the crypto space, with the modular approach gaining popularity. However, @Solana has taken a contrarian stance.

@kelxyz_ explains how @jump_firedancer, a validator client developed by @jump_ aims to enhance Solana's monolithic approach.🧡 Image
2/ @jump_firedancer's first milestone, "fd_quic," demonstrated impressive transaction propagation throughput of 1M transactions per second (TPS) in initial performance tests.

But there's more work to be done to achieve the full potential of Firedancer.
3/ If successful, @jump_firedancer could unlock blue ocean markets for the @Solana ecosystem by offering unprecedented throughput, composability, and low costs.

However, challenges in execution, timing, and competition pose risks to its adoption and success. Image
Read 14 tweets

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