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Messari· 2026-02-05 16:10
.@trondao is redefining the financial landscape.Their mission?Make crypto accessible to everyone and transform cross-border payments.Check out this edition of Fully Diluted and see what major changes Tron has in store. https://t.co/NPbuxKimPK ...
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Messari· 2026-02-05 15:06
.@SaiDotFun approaches perp execution differently, anchoring trades and liquidations to oracle pricing rather than local liquidity.@CryptoRick98 dives into the design and implications of this model in Messari’s latest report.Rick (@CryptoRick98):Perp DEXs are now the dominant venue for crypto leverage.As of Dec 2025, cumulative perpDEX volume reached $11.3 trillion, up over 653% on the year.@SaiDotFun is entering this market with a different approach to pricing, liquidity, and risk. https://t.co/707D4s44DN ...
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Messari· 2026-02-04 19:18
New Enterprise Research: A Valuation of @Lighter_xyz@degenerate_defi models the bull, base, and bear case for $LITStablecoin Intern (@Degenerate_DeFi):1/ A Valuation of Lighter (LIT)Key insights from my latest Messari reportUnder our base case, $LIT currently trades at a 33% discount, but with favorable tailwinds, it could rerate to a $26 billion FDV.Let’s break it down 🧵 https://t.co/mQ4VlRKgCk ...
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Messari· 2026-02-04 17:06
Q4 showed stable network usage after earlier growth, with AI inference continuing to account for the majority of protocol revenue.Staking participation moved back above the 50% target, and the network published a vision update and phased 2026 roadmap focused on real-time AI video execution.Full Q4 breakdown and management commentary in the latest report👇Livepeer (@Livepeer):https://t.co/DZ4Ap6sYZz ...
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Messari· 2026-02-04 16:12
The future of connectivity in India is decentralized🇮🇳@dylangbane sat down with @DabbaNetwork at Breakpoint to learn how their team built over 75k DePIN WiFi hotspots in only 18 months!Discover more in this episode of Fully Diluted. https://t.co/iDgFiaASQE ...
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Messari· 2026-02-04 15:09
State of @0xPolygon Q4Key Insight: Polygon scaled into a payments-first settlement layer, accelerating card and enterprise adoption, expanding Polymarket-led DeFi activity, and shipping the Rio and Madhugiri hardforks to deliver near-instant finality and a clear path toward ~5,000 TPS.QoQ/YoY Metrics• Payment Apps Transfer Volume ⬆️ 97% QoQ and 399% YoY to $3.57B• DeFi TVL ⬆️ 2% QoQ and 34% YoY to $1.16B• Stablecoin Supply ⬆️ 1% QoQ and 80% YoY to $2.96B• Polymarket average daily open interest ⬆️ 88% QoQ an ...