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Messari· 2026-02-11 13:29
$BNB closed 2025 at $118.9B in market cap, up 17.8% YoY, and making it the 3rd-largest crypto asset.Today, @ahbeaudry published our State of BNB Chain Q4 2025 report.Here are the highlights 🧵 https://t.co/lvlIoyWDJ6 ...
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Messari· 2026-02-11 01:46
RT LayerZero (@LayerZero_Core)Two and a half years ago, after watching every chain hit the same wall, we bet everything on an idea most people told us was impossible.Zero, the last blockchain. ...
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Messari· 2026-02-10 22:08
RT The Rollup (@therollupco)Sam Ruskin uses the Aave-to-Morpho evolution to explain what's next for private credit. https://t.co/LdUgBMzkfB ...
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Messari· 2026-02-10 22:07
RT The Rollup (@therollupco)Sam Ruskin laid out his crypto neobank vs traditional bank framework.Traditional bank business model:- Custody customer deposits- Lend deposits to financial institutions/borrowers- Profit on net interest margin (NIM)- Centuries-old proven economics- Regulatory framework built around thisCrypto neobank structural differences:- Don't custody deposits (users hold stables onchain)- Can't lend user funds- Can't profit on net interest margin- Value accrual fundamentally different- Econ ...
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Messari· 2026-02-10 20:42
RT 0xWeiler (@0xWeiler)Called this a month ago in my @MessariCrypto report: Culture is @Polymarket's highest-leverage growth vertical.Culture was Polymarket's fastest-growing sector from June to Dec. 2025 ➡️687% volume growth ($264M Dec. 2025)"Culture should sit at the top of the incentive stack for Polymarket...zero substitutes...no TradFi product, no sportsbook allows users to trade on entertainment trends."@Kaito_AI gets it. Attention markets = culture markets, and culture is where prediction markets hav ...
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Messari· 2026-02-10 20:02
Dropping this Thursday 🪂@NaytheForceBwU dives DEEP into @fuseenergy and their upcoming TGE!Matthew Nay (@NaytheForceBwU):█████████▒98%Stay tuned for a deep dive into @fuseenergy's Energy Network and TGE dropping this Thursday! https://t.co/Tw4JUgyoQb ...
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Messari· 2026-02-10 19:07
State of Sei Q4Key Update: Sei advanced the path to Giga in Q4 with SIP-3 wallet upgrades, enabling Cosmos-only wallet users to migrate funds to EVM addresses as the network transitions to an EVM-only architecture ahead of the Giga mainnet launch.QoQ Metrics:-TVL (USD) ↓ 63.5% QoQ to $157.2M-Avg daily active addresses ↑ 25.8% QoQ to 1M-Avg daily transactions by active addresses ↑ 16.6% QoQ to 2.3M-Avg daily DEX volume ↓ 33.9% QoQ to $28.8M-Stablecoin market cap ↓ 33.4% QoQ to $98.6MCheck out the full report ...
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Messari· 2026-02-10 19:04
AI agents are emerging as the next class of onchain users. Identity, reputation, and payments are becoming machine-native primitives.@CryptoRick98 breaks down in our latest Enterprise report why ERC-8004 matters, how agent-native economies form, and what early signals are already emerging. ⬇️Rick (@CryptoRick98):The next billion crypto users won’t be humans. They’ll be AI agents.Agents can’t pass KYC, don’t sleep, and operate at machine speed. Traditional financial rails break under those constraints, which ...