Industry Overview - The report covers the state of crypto [3] - Explores the convergence of TradFi (Traditional Finance) and Crypto [3] - Discusses the expansion of the Multichain World [3] Emerging Trends - Focuses on Decentralized Internet Finance (DeFi) [3] - Highlights Decentralized AI [3] - Examines DePIN (Decentralized Physical Infrastructure Networks) as the Frontier [3] - Suggests that now is the time for Consumer Crypto [3] Analytical Framework - Introduces a Disruption Factor: A Proof-of-Concept Framework [3] Additional Content - Includes Alumni Theses [3] - Features Messari Analyst Picks [3] - Presents Messari Awards [3]

Overview - Messari 的 2026 年投资研究报告已发布并免费提供 [1] Report Availability - 完整报告链接已提供 [1]

The Week in Stablecoins according to @ahbeaudry 👇• YouTube enables U.S. creator payouts in PayPal’s PYUSD• Moody’s proposes a reserve-based rating framework for stablecoins• Ripple pilots RLUSD across multiple Ethereum L2s• Visa expands USDC settlement to U.S. banks and launches a stablecoins advisory practiceAlexander (@ahbeaudry):https://t.co/QnqwNyw7Ub ...

Available on all platforms:📺 YouTube: https://t.co/jr9pwKDDsz🎧 Spotify: https://t.co/ywASmlhwE0🎧 Apple: https://t.co/bV0tgj3g1r https://t.co/5fCxjjfZiK ...

🚨2026 Messari Theses Podcast Drop (1/5)In this episode our research team covers the state of crypto: recapping the wild year that was 2025 and laying out their highest-conviction bets for 2026.• 2025 Winners & Losers• L1, L2 & Multichain• Institutions & Stablecoins• Yield & DeFi Banks• 2026 Narratives• Regulation & Tokens• Equity Perps & TradFi• 2026 Market OutlookTune in before the massive report drops tomorrow ...

Sneak peek excerpt from the 2026 Annual Theses 🚨Prediction Markets: 2024 was Politics, 2025 was Sports, 2026 will be CultureTune in TOMORROW for the full report!0xWeiler (@0xWeiler):https://t.co/YHxKWx6yrx ...

Dive into the OP Portal 👇https://t.co/LeK2BsdSmk ...

Transparency isn’t the hard part. Interpretation is.Tools like the @Optimism Portal are how onchain data becomes useful.cereal_killer (@FBitach):I can save you 100+ hours researching the @Optimism Superchain ecosystem.Onchain data is a blessing and a curse: everything’s public… but verifying + aggregating it into something usable takes forever.Data that doesn’t tell a story is like a library with no labels — https://t.co/1IkYaGfx9M ...

RT Eric Turner (@eric_turner)The industry needs more than “investor relations” (which we still do better than anyone else) with data, research, and tools for builders, ecosystem teams, allocators, and everyone elseeverything @Optimismall in one placeavailable todayLFG 🔥 ...

Market Outlook - DePIN (Decentralized Physical Infrastructure Networks) is anticipated to experience a turning point in 2025 [1] - Some DePIN networks are demonstrating genuine demand, revenue, and fundamental strength, indicating market progress [1] - The DePIN sector is only just beginning its growth trajectory [1]