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Messari· 2026-01-30 18:47
State of @siafoundation Q4 2025Key Update: The Sia Storage app advanced through internal alpha as core activity indicators declined, raising the question of whether lower-friction onboarding can translate into new renter budgets in 2026.Jonnytoshi (@jonnytoshi):Network activity on @SiaFoundation cooled alongside the market in Q4'25. SC fell 43.7% QoQ to $0.0015 while circulating market cap declined to $81.4M.Average daily transactions declined 20.2% QoQ to 1,770, and new storage contracts fell 11.6% QoQ to ...
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Messari· 2026-01-30 00:10
Since @usddio's 2.0 launch in 2025, the protocol expanded collateral to sTRX, grew total supply to $1.1B, and built sUSDD into its primary savings product with $314M TVL earning 8% APY on Ethereum.Jake (@immutablejacob):USDD 2.0 launched in Jan. 2025 with a 20% APY incentive program, which helped drive TVL past $200M within one month.In April 2025, @usddio introduced vault support for $sTRX (staked $TRX), extending issuance beyond stablecoin-only collateral and anchoring supply formation more https://t.co/P ...
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Messari· 2026-01-29 20:45
RT Dylan Bane (@dylangbane)Introducing the DePIN Leaders Index.Much of the fate of DePIN lies with these 16 leading protocols.We make the bull and bear cases for each of them in this year’s no nonsense State of DePIN. https://t.co/Pfjd1VFzTV ...
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Messari· 2026-01-29 19:41
State of @avax Q4Key Update: Avalanche saw a breakout quarter for RWAs, with TVL surging 68.6% QoQ as BlackRock’s BUIDL fund deployed $500M to the network.Growth was further bolstered by FIS’ tokenized loan pools and the launch of the S&P Digital Markets 50 Index via @DinariGlobal and @SPDJIndices.QoQ Metrics 📊• RWA TVL ⬆️ 68.6% to $950M+• Avg. daily transactions ⬆️ 63.0% to 2.1M• Active L1s ⬆️ 10.3% to 75Youssef (@0xYoussef_):The RWA ecosystem on @avax experienced a breakout Q4 2025, up 68.6% QoQ and 949.3 ...
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Messari· 2026-01-29 18:20
RT Matt Kreiser (@KreiserMatt)Despite DePIN sector market cap being down 90%+ from all-time high, DePIN raised an ATH $1 billion in 2025, primarily at Seed and Series A.Sophisticated investors are primed to profit from this dislocation that won't last forever. Check out the report so you don't either. ...
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Messari· 2026-01-29 18:04
State of @flock_io Q4:Key Insight: FLock strengthened incentive alignment in Q4 with the AI Arena v2.1 upgrade, removing delegation-driven reward dilution for operators and smoothing reward unlocks via a 30-day vesting schedule.The quarter also expanded FLock’s external credibility through UNDP SDG Accelerator Cohort 2 and continued progress toward agentic commerce with planned x402 integration.QoQ Metrics 📊• Training nodes ⬆️6.1% QoQ to 208• Validators ⬆️6.2% QoQ to 276• Delegators ⬆️2.1% QoQ to 1,460miser ...