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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
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
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
DeFi Themes - Messari 分析师讨论了 2025 年最大的 DeFi 主题 [1] - 讨论内容包括 Hyperliquid 的快速崛起 [1] - 讨论内容包括股权永续合约的拐点 [1] - 讨论内容包括预测市场和政治市场 [1] - 讨论内容包括收益和稳定币 [1]
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Messari· 2025-12-23 15:37
Industry Trends - The AI and DePIN sectors are attracting significant attention, potentially leading individuals to dedicate their focus to related projects [1] - Bittensor is gaining traction, with former Messari analysts becoming proponents [1]