messari (@messari) • Hey
messari (@messari) • Hey
Publications
- Before Future Primitive's ERC-6551 proposal, there was no distinction made between NFTs and their associated assets.
ERC-6551 alters this dynamic by shifting the accumulated value from on-chain interactions from the account that signs transactions for an #NFT to the NFT itself. https://t.co/q3GPOCfkjV
- In the lending sector, LSTs are replacing $ETH as prime collateral in #Ethereum DeFi.
They offer passive staking yield, mitigating depegging risks. On @AaveAave, LSTs have surpassed ETH as the largest collateral asset. https://t.co/INaz7QQiME
- Dive into Helium's asset page for real in-depth research and coverage to make an informed decision.
We provide info through curated project events, news aggregation, and dedicated project profiles. https://t.co/x1Qbdq1rpQ
- In the lending sector, LSTs are replacing $ETH as prime collateral in @Ethereum DeFi.
They offer passive staking yield, mitigating depegging risks. On @AaveAave, LSTs have surpassed ETH as the largest collateral asset. https://t.co/F9CSeSw0rP
- In the lending sector, LSTs are replacing $ETH as prime collateral in @Ethereum DeFi.
They offer passive staking yield, mitigating depegging risks. On @AaveAave, LSTs have surpassed ETH as the largest collateral asset. https://t.co/ONkgtfyFsO
- In the lending sector, LSTs are replacing $ETH as prime collateral in @Ethereum DeFi.
They offer passive staking yield, mitigating depegging risks. On @AaveAave, LSTs have surpassed ETH as the largest collateral asset. https://t.co/MdxOnRpWmo
- Dive into the world of crypto with our Unqualified Opinions newsletter.
Get exclusive insights and unfiltered perspectives to elevate your understanding of the game.
Stay up-to-date with expert analysis, market trends, project updates, and more in your inbox.
Subscribe now! https://t.co/H8YOebjOlo
- One of the key challenges in #AI is the shortage of GPUs, which are essential for training and querying ML models.
Decentralized compute networks offer a promising solution by connecting entities with idle computing power, mitigating the GPU shortage. https://t.co/vQpYD8glvY
- 1/ Get ready for the start of our #Mainnet2023 teaser series, starting with "Mainnet: Monolithic vs Modularity"!
Our analysts are diving into polarizing topics, taking sides like never before. Set your reminder below 👇
🔗 https://t.co/ZodORhwh4i https://t.co/X2lkMgKyGB
- Looking for a deeper dive into Synthetix data?
Check out its dedicated Asset Page for key metrics and advanced on-chain data like; price, live markets, volume, market cap, supply, fees, and more.
https://t.co/y7O8nsH611
- Introducing our fully integrated Diligence Report library, providing targeted asset research to meet all your compliance and research needs.
Browse over 100+ unique Diligence Reports, and explore our purchase options. https://t.co/WAQVI8azqh
- .@jump_firedancer's success can unlock several significant benefits for the @Solana ecosystem.
Firstly, it can enhance #DeFi maturity by reducing latency times, bringing decentralized exchanges closer to centralized exchange parity. https://t.co/r8e76rs5iy
- Get a comprehensive view of Livepeer on its Asset Page.
Then, filter through our dedicated tabs for an even deeper dive into the data! https://t.co/jJlmYeZd1e
- Come BUIDL with us! Our Engineering team is hiring for a number of roles. Apply in the next tweet👇
+Analytics Engineer
+Data Engineer
+Front-End Engineer
+Senior Front-End Engineer - Data Visualization
+Sr. Backend Engineer
+Sr. Backend Engineer, API
+Sr. Data Engineer https://t.co/XlJNYDGgeK
- 1/ In a rapidly evolving #DeFi landscape, a new wave of builders is challenging the status quo by reimagining lending and derivatives protocols.
@chasedevens explores the protocols facilitating this reimagining with their departure from traditional reliance on oracles.🧵 https://t.co/XGlErmB5VB
- #NFT lending platform Blend has outperformed competitors, doing $365M in volume in May alone.
Its appeal lies in the rewarding airdrop mechanism. Users can earn points for listing, bidding, and lending on @blur_io's platform. https://t.co/M3ln7anuzP
- Over the past month, @Ethereum has witnessed a significant decline in #NFT transactions, with a staggering drop of 80%.
This decline in activity highlights a notable shift in the NFT landscape, as users and investors explore alternative platforms and ecosystems. https://t.co/SrUqvNhiUs
- .@jump_firedancer opens up new application possibilities for @solana by enabling Web2 applications on-chain with 1+M TPS.
This scalability would benefit high-throughput financial apps and consumer apps like social media. https://t.co/E9jc3iLKig
- Dive into the world of decentralized governance with Governance BreakDAOwn newsletter by Messari! Stay updated on the latest discussions, proposals, and votes in the DAO space.
Unlock the power of decentralized decision-making. https://t.co/3AXWX74B1P
- While #NFT trading activity has declined recently, @blur_io's Blend lending platform has experienced significant growth.
With daily loan originations matching trading volume, Blend is becoming a force to reckon with. https://t.co/B59Mg8xCSx
- Within a short span of time, @blur_io managed to secure more than 50% of the #NFT trading volume and a significant share of the overall user base.
To capitalize on its momentum, Blur has strategically introduced Blend , its new NFT lending platform. https://t.co/GHWRbkMH8D
- Compute networks remain at the forefront of sector growth rates within the #DePIN space, with the sensor network sector closely following as the runner-up.
This upward trajectory is primarily driven by the notable contributions of
@DIMO_Network and @Hivemapper. https://t.co/pg7M89Ja3J
- Make the most out of your crypto investments with Governance Alerts - our powerful new feature that provides real-time push notifications on your favorite protocols tracked proposals, votes, and discussions.
Stay informed and stay ahead of the curve ⬇️ https://t.co/Boi0Vkrchc
- .@Solana has experienced a notable increase in daily #NFT transactions, doubling over the past month.
This growth can be attributed to heightened activity with consumer apps, leading to Solana surpassing both @Ethereum and @0xPolygon in terms of NFT transaction volume. https://t.co/2bvUPiNxWf
- #Bitcoin inscriptions are following a classic boom-bust cycle of crypto meme coins.
Inscriptions hit a daily high of 400,000 on May 7, 2023 but by May 24, have fallen 73% to just 146,000. https://t.co/kuMydqMF1J
- Get a comprehensive view of dYdX on its Asset Page.
Then, filter through our dedicated tabs for an even deeper dive into the data! https://t.co/g87QglwHnU
- Decentralized social graph protocol, @LensProtocol, introduced its parallel scaling solution, Momoka, with the objective of decreasing transaction cost and increasing stability.
With just over a month of results, Momoka now handles 25-50% of total Lens transactions. https://t.co/hH9BvdzPYQ
- The crypto market rebounded in Q1'23, with the market cap of featured Layer-1 (L1) smart-contract platforms increasing by an average of 83% QoQ, but still down 58% YoY.
@Ethereum had the highest market cap, over 2x the other networks combined. https://t.co/9b6cZ8aaAW
- 1/ This week in crypto was met with mixed sentiment following a hostile week from a regulatory standpoint.
@chasedevens, @kunalgoel, and @bloomberg_seth touch on the @BlackRock ETF Filing, @Tether_to Peg, and new developments around @Uniswap, @eigenlayer, and @Bitcoin. 👇🧵 https://t.co/UnW6XFAjXf
- Ready to join the best research team in crypto? We are hiring for a number of roles, including:
+Diligence Research Analyst
+Enterprise Research Analyst (Consumer Sector)
+Intel Specialist
+Research Analyst, Tokenomics
+Technical Research Analyst
Apply 👇 https://t.co/6GiRku4pLJ
- .@Ethereum generated the highest revenue in Q1, driven by its high usage and gas fees. Its revenue was $457M, almost 2.8x the combined revenue of all other featured L1s.
@Hedera had the most significant revenue growth, up 489% QoQ, driven by its Consensus Service. https://t.co/ybTQJhIq7I
- Concerning validator concentration, #Ethereum's dominance of @go_ethereum and @prylabs caused network instability at times.
@Solana experienced downtime due to reliance on a single client but is developing new clients like @jito_labs and @jump_firedancer. https://t.co/g3R0YM84ck
- Explore SKALE's Asset Page for an in-depth look at the qualitative coverage you need to make an informed decision.
Our tabs provide information through in-depth research, curated project events and updates, news aggregation, & dedicated project profiles.
https://t.co/1OkvOyh7Le
- 1/ #Ethereum underwent transformative upgrades (The Merge, Shapella) in the past year.
This led to remarkable economic developments and a skyrocketing growth of new liquid staking protocols and liquid staking tokens (LSTs).
@kunalgoel dives in. 🧵 https://t.co/9pqdEEtqpU
- Geographic distribution plays a vital role in network resilience.
Networks should be well-distributed across regions to mitigate localized issues and avoid censorship risks.
However, Europe and North America dominate, with limited representation in other regions. https://t.co/hhJyHKXp0d
- Explore Litecoin's quantitative data discovered within the asset pages.
Each tab displays in-depth data and metrics like; price, live markets, volume, market cap, supply, network activity, fees, revenue, and more advanced on-chain data. https://t.co/s8bT2s6juG
- While @Solana's TVL has depreciated since the beginning of 2022, it's important to note that TVL is primarily a measure for #DeFi protocols.
Solana's focus on consumer applications has led to a shift in user activity away from DeFi and toward consumer protocols. https://t.co/eyzK44b2G5
- 1/ In the past, #NFTs lacked the ability to develop their own identities, remaining static and stateless.
@bloomberg_seth delves into the potential impact of Future Primitive's ERC-6551 proposal, which aims to enhance NFTs by transforming them into token-bound accounts. 🧵 https://t.co/1scqZCqrC2
- Each quarter our Protocol Services team creates over 35 reports that include uniform financial statements, key events, and qualitative analyses for major crypto protocols across various segments.
Select 'Quarterly Reports' in the Protocol Reporting section of our research tab👇 https://t.co/lePucRQlzL
- The @Solana landscape continues to evolve, with a transition from DEXs and #NFT markets to emerging consumer applications.
The rise of gateway interactions from gaming applications and the introduction of new consumer platforms indicate a changing user preference. https://t.co/afwua5KLP3
- Dig into Tezos' quantitative data with our asset pages.
Tabs include Price, Volume & Market Cap, Supply, Network Activity, Fees, Revenue, and more!
Get an in-depth view of the project - a must for any crypto native. https://t.co/EFuM9sPUSg
- Ready to unlock exclusive insights and uncensored takes on the world of crypto?
Subscribe to Messari's Unqualified Opinions newsletter today and stay ahead of the game.
Get expert analysis, market trends, project updates, and more delivered straight to your inbox. https://t.co/em011Zt0eS
- Gone are the days when developers were stuck choosing between limited options for building DePINs.
In today's ecosystem, developers now have access to a plethora of chains. These chains range from general-purpose platforms, app-specific platforms, and #DePIN-specific platforms. https://t.co/sTmkGWVPfI
- Introducing our fully integrated Diligence Report library, providing targeted asset research to meet all your compliance and research needs.
With over 100+ unique Diligence Reports available, you can browse and purchase directly through the Diligence Report dashboard. https://t.co/VI5HMnMpYL
- During the past month, the market capitalization of the #DePIN sector witnessed a 9.8% decline, reaching $11.9B.
In contrast, the compute sector demonstrated resilience by experiencing a marginal decline of 0.6%, resulting in a relative increase in its share of the DePIN market. https://t.co/FL2nM3LiVH
- Get a comprehensive view of Hedera on its Asset Page.
Then, filter through our dedicated tabs for an even deeper dive into the data! https://t.co/i4UWz11psI
- 1/ To optimize for their use case, it has been a long-standing belief that app protocols would eventually split off to operate their own chain.
However, a new design approach has emerged: sector-specific chains.
@Saypien_ explores this trend in a thread. 🧵 https://t.co/PXKEDR9q8Z
- Stake concentration across dominant hosting providers like @awscloud is a concern.
@Cardano has a notable amount of self-hosted validators, while @Solana relies less on dominant providers.
Understanding hosting distribution helps mitigate risks of infrastructure failures. https://t.co/yBshsCVvww
- .@Solana has successfully attracted new users, but long-term user retention remains a challenge.
To sustain growth, Solana needs more compelling and distinctive applications that provide a captivating user experience. https://t.co/mfXLEVVv0m
- .@trondao had the highest P/S ratio among featured L1s at 16x, followed by @Ethereum at 188x.
@WAX_io, a network outside the top 20 in market cap, stood out with a high P/S ratio due to revenue generated from a tax on #NFT marketplaces. https://t.co/4TcMXNoKEM