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Messari· 2025-12-23 20:07
RT Jay Yu 🐟 (@0xfishylosopher)i read + annotated the entire 300+ page Messari 2026 thesis on a long-haul flight so you didn’t have to…my thoughts + takeaways:> the entire thing took me about 3hrs to cover back to back (better than expected). My 3 fav essays were “crypto money”, “tradfi x crypto”, and “decentralized Internet finance”. Covers 80% of the trends that happened this year. Honorable mentions on the crypto x AI and DePIN pieces. there’s an entire encyclopedia of the top50 chains that you can skim, ...
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Messari· 2025-12-23 18:58
Read the full reporthttps://t.co/mzlLvqGC2M ...
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Messari· 2025-12-23 18:58
Stablecoin yield doesn’t have to rely on emissions or leverage.This thread explains how @Neutrl separates stability from yield and scales with reserves > supply, using OTC and derivatives market structure 👇faustiancreek (@faustiancreek):Neutrl is a synthetic dollar protocol turning structural inefficiencies into market-neutral yield ⚖️❌ Emissions❌ Leverage❌ Directional bets✅ Pure spread capture ...
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Messari· 2025-12-23 18:13
The Week in Stablecoins according to @ahbeaudry and @oztxn👇• Stablecoin transaction volume jumps 27% WoW• Visa enables USDC settlement for U.S. banks on Solana• Intuit partners with Circle to integrate USDC across platforms• Klarna pilots USDC-based institutional funding via CoinbaseAlexander (@ahbeaudry):https://t.co/WRKT99VbX7 ...
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Messari· 2025-12-23 17:02
Explore Messari today 👇https://t.co/ZKEND4GzTI ...
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Messari· 2025-12-23 17:02
Messari is SOC 2 Type II compliant for the third year, ensuring top-tier data protection.Whether analyzing markets or using our APIs, your data is safeguarded by our industry-leading security measures. https://t.co/I6oKiFcN5a ...
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Messari· 2025-12-23 16:32
RT Sami Kassab (@Old_Samster)Had a great chat with the Messari lads to wrap up 2025 and reflect on the state of crypto-AI and Bittensor! ...
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Messari· 2025-12-23 15:48
Available on all platforms:📺 YouTube: https://t.co/uK89GBYN7B🎧 Spotify: https://t.co/aRePgiaLYv🎧 Apple: https://t.co/sXRjtuf6mA https://t.co/3PcW0w6qA6 ...
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Messari· 2025-12-23 15:48
🚨2026 Messari Theses Podcast Drop (4/5)In this episode, Messari Research Analysts @0xCryptoSam and @Degenerate_DeFi are joined by Messari alumni @defi_monk and @kunalgoel to unpack 2025’s biggest DeFi themes.They dive into:• Hyperliquid’s rapid rise• The inflection point for equity perps• Prediction markets• Political markets• Yield & Stablecoins ...
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Messari· 2025-12-23 15:37
RT Chris Davis (@capradavis)I had the pleasure of connecting with two gigabrain ex-messari analysts turned Bittensor stans for our EOY AI & DePIN Thesis pod. Every time I listen to these guys, I become one step closer to giving it all up and dedicating my life to TAOism. Well worth the watch 👌 ...