X @Messari

🚨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 ...