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Messari· 2025-10-03 20:00
State of @akashnet_ Q2Key Update: Akash Network pivots to high-value AI deployments, solidifying its position in decentralized cloud computing and the emerging "Agentic Age" of AI.QoQ Metrics 📊• Fee revenue in AKT terms ⬆️ 13%• CPU usage ⬆️ 14%• Storage usage ⬆️ 41%Read the full report: https://t.co/ZaR4jzpAaWArmita (@AJalooli):State of @akashnet_ Q2 2025Despite fewer new leases, Akash’s revenue and utilization trends reflected continued demand for decentralized compute. Here's the breakdown 👇 https://t.co/ ...
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Messari· 2025-10-03 19:10
RT Jonnytoshi (@jonnytoshi)AI infrastructure remains highly centralized. 0G’s token and mainnet launched on Sept 22, 2025 to change that with a modular DeAI network.1/4https://t.co/Uf0DRvbwtc https://t.co/jTiBxfaIlh ...
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Messari· 2025-10-03 18:18
Valuation Analysis - Plasma 的估值最初基于其与 Tether 的关联性 [1] - 市场可能高估了 Plasma 将这种关联性货币化的能力,目前估值已达 100 亿美元 [1] - 评估 Plasma 的合理方式是参考可比协议,例如 TRX、ENA 和 ETHFI [1] Strategic Direction - Plasma 的未来成功,不依赖于与 Tether 的紧密关系,甚至不依赖于区块链 [1] - Plasma 最佳的发展路径是构建一家新型银行 (neobank) [1]
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Messari· 2025-10-03 16:00
Limited-time free access to Signals expires on October 8th.Upgrade to Enterprise now—it's 50% off for a limited time—to maintain access!Upgrade here: https://t.co/pK8xHo7J8l https://t.co/ExiTiqQbji ...
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Messari· 2025-10-03 15:00
Market Trends - ETH and SOL mNAVs are converging around a declining BTC mNAV [1] - BTC mNAV is down 31.2% over the past 3 months [1] Potential Risks and Opportunities - Onchain and DeFi yield deployment may keep mNAVs above 1 [1] - The ETH treasury bid is growing [1] Investment Analysis - Premiums are compressing for ETH and SOL [1]
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Messari· 2025-10-03 14:00
Upgrade for more mindshare data: https://t.co/pK8xHo7J8l ...
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Messari· 2025-10-03 14:00
Market Trends - Zcash 的每周关注度大幅领先,增长了 1000% [1] - Zcash 的价格上涨了 162.55% [1]
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Messari· 2025-10-03 13:00
Overview - Numerai 正在测试加密代币是否可以与机构对冲基金经济学相结合 [1] - $NMR 是去中心化金融领域最有趣的实验之一,具有众包模型、摩根大通的支持和独特的代币设计 [1] Valuation & Potential - 一份模型显示,$NMR 可能重估上涨 xx%,在适当的条件下有 xxx% 的上涨空间 [1] - MessariCrypto 发布了一份关于 Numerai 的估值报告 [2]
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Messari· 2025-10-02 21:00
The reported @Tether_to funding round ($15-20B at a $500B valuation) would make it the fourth-largest financial services firm in the world, surpassing Bank of America, ICBC, and Wells Fargo.Youssef (@0xYoussef_):Stablecoin issuers are establishing themselves as key players in the financial services industry.The reported @Tether_to funding round ($15-20B at a $500B valuation) would make it the fourth-largest financial services firm in the world, surpassing Bank of America, ICBC, and https://t.co/ZDKvq4TXUf ...
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Messari· 2025-10-02 19:45
JP Morgan targets $165K for $BTCIshraq Alim (@ishraq8):JP Morgan suggests Bitcoin is undervalued & could hit $165k. Want to know the reasoning behind their predictions & why $BTC is on a recent run-up?Read the report from Messari CoPilot: https://t.co/j9BpD05uhM ...