Messari Profile picture
Sep 2, 2022 7 tweets 4 min read 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. 📰 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

Jan 6
State of DePIN 2024 🧵
(You can read the full report here for free)
messari.co/3WacKam
DePIN is in its earliest innings with < 0.1% market share of $1T+ end-markets Image
Read 19 tweets
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
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
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
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
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

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