Florent Moulin Profile picture
VP, Product @MessariCrypto
Sep 25, 2022 16 tweets 13 min read
We get told a lot that @MessariCrypto is known for its research reports. This is true, our research is top-notch and we’ve scaled quarterly reports for 40 protocols in less than a year. But did you know that you can get all of this data, in real-time, on Messari?

A thread 🧵 Our quarterly reports looks at 5 main things:

- Primer on the project
- Governance Updates
- Notable Events
- Financial Performance
- Operational Performance

All standardized, accessible & published quarterly.
Jul 15, 2021 19 tweets 9 min read
1/ Messari New Asset Pages are live 👀. Crypto may be hard to grasp at first, but it shouldn't be hard to find and consume information on these multi-billion dollar assets.

Here is a thread that will help you get the most out of it 👇 2/ You can see the new asset pages as a one-stop shop for all information on a crypto asset.

Instead of keeping dozens of tabs open to keep track of a given asset, Messari centralize all information in a single, clean and powerful asset page. And it starts with the overview tab
Feb 9, 2021 11 tweets 6 min read
1/ $RGT is undervalued and could be one of the next DeFi blue chips. The current mcap ($45M fully diluted), does not reflect the potential of:

- A yield aggregator platform
- An unstoppable custom money market deployer
- A L2 innovator building on @optimismPBC & @StarkWareLtd 2/ On the yield aggregator side, the team has already proved that it can move fast, having already integrated with @AaveAave, @compoundfinance, @saffronfinance_, @dydxprotocol, @mstable_
Jul 23, 2019 36 tweets 20 min read
1) Since @nic__carter analyzed and classified cryptoassets launch styles & funding in his master's thesis, the pace of innovation has been staggering. Buckle up, here is a detailed thread on cryptoassets’ launch styles & funding experimentations since 2009.messari.io/c/research/mes… @nic__carter 2) First of all, I want to link to @nic__carter’s amazing master’s thesis, coinmetrics.io/papers/dissert…. Even though many things have evolved since he published it in 2017, it stays one of the most detailed, structured and broad report on cryptoassets I’ve read to date.
Jul 17, 2019 11 tweets 4 min read
Three months ago I wrote a deep dive on $XRP circulating supply that was only sent to @MessariCrypto subscribers. As the Q2 2019 Transparency Report is due next week, I am happy to release the full study publicly and discuss some estimations for Q2 Sales. messari.io/c/research/mes… One of the key findings was that the real 6-months inflation (from October 2018 to March 2019), based on on-chain analysis, was likely to be 11.6%, compared to 4.5% reported by Ripple’s API.
Jul 13, 2019 24 tweets 10 min read
[Thread]: Staking yields do not allow to correctly evaluate staking incentive structures. They provide an incomplete view that can be misleading. Here is why: Staking yields are usually calculated by taking into account network issuance and staking participation. Network issuance itself may take many different forms in the case of staked-based protocols. Let’s first take a look at 6 models currently used for issuance:
Jul 10, 2019 10 tweets 2 min read
A thread on some crypto monetary policies insights and distinctions after a few months working on supply research for @MessariCrypto. "Supply" by itself doesn't mean much. One needs to look at circulating, liquid, outstanding and diluted supply to understand the supply of a given asset. The difference between liquid and circulating shows how much of the outstanding supply could hit the market for example.