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Messari· 2025-11-21 20:36
What would it take for $MSTR to become a forced seller of its $BTC stack?In our new report, “Global Games: The Prospect of a Speculative Attack on MSTR,” @Degenerate_DeFi maps out the fixed obligations, ATM dependence, and game-theoretic dynamics behind that question.Stablecoin Intern (@Degenerate_DeFi):$MSTR is down 51% since launching their first preferred series in FebruaryNow the market is asking whether $MSTR will eventually be forced to liquidate part of its $BTC stack.Full global games breakdown in o ...
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Messari· 2025-11-21 19:38
@Kalshi @Polymarket @Kaleb0x Full research here: https://t.co/pmcqYYR44V ...
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Messari· 2025-11-21 19:37
Leverage on prediction markets like @Kalshi and @Polymarket is hard because one jump can nuke a lender's capital@Kaleb0x recommends that lenders pass that risk back to traders by charging them a fair, upfront feeBookmark this one for a weekend read ⬇️Kaleb (@Kaleb0x):Leverage on prediction markets is hard because one jump can nuke a lender's capitalLenders must pass that risk back to traders by charging them a fair, upfront feeIn my latest @MessariCrypto piece I break down how to price that risk and compute ...
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Messari· 2025-11-21 17:57
Join @zcb_spec to deep dive on all things @ConcordiumNet!Concordium (@ConcordiumNet):📢 Tomorrow at 6 PM UTC.Join @MessariCrypto analyst @zcb_spec, Concordium CGO @KabraVarunkabra, and CTO @PeterMarirosansFor a focused discussion on how identity and trust are reshaping on-chain finance.🔗 https://t.co/0sSH6b0MUl ...
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Messari· 2025-11-21 17:12
@animecoin introduces ANIME as a culture coin that connects fan engagement, collectibles, and emerging anime-native applications across a unified ecosystem.@ItsEzak has the details ⬇️Ezak (@ItsEzak):Animecoin has established the consumer base layer for a culturally driven anime ecosystem.Its scope spans infrastructure, distribution, and consumer applications that together bring anime engagement onchain 🧵 https://t.co/yI2mrfdT7d ...
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Messari· 2025-11-20 18:04
Available on every platform:📺 YouTube: https://t.co/LHhTy0DqzW🎧 Spotify: https://t.co/yosPqh9kDe🎧 Apple Pods: https://t.co/gH110OySRK https://t.co/HG1y7CBxfz ...
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Messari· 2025-11-20 18:04
New Fully Diluted pod!Dylan and Matt chat with @doublezero cofounder @Austin_Federa- Why web2 giants don’t rely on the public internet - and why blockchains shouldn’t either- How DoubleZero's contributors provide fiber that can be used alongside the public internet https://t.co/HsrzCPYUYd ...
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Messari· 2025-11-20 16:10
Market Volume & Trends - For the first time, a protocol other than Polymarket or Kalshi led prediction markets in 7-day volume, indicating a shift in market leadership [1] - Opinion Labs (opinionlabsxyz) led the prediction markets with $148 billion in volume [1] Competitive Landscape - Opinion Labs (opinionlabsxyz) recorded $148 billion in prediction market volume [1] - Kalshi's prediction market volume was $120 billion [1] - Polymarket's prediction market volume was $102 billion [1]
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Messari· 2025-11-20 15:27
@Somnia_Network @ahbeaudry Full Report here: https://t.co/x39VS3harE ...