Messari

Messari

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Messari is the leading provider of crypto market intelligence products that help professionals navigate crypto with confidence.

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You should check out @MessariCrypto's 2026 Theses, I wrote a whole section exploring these concepts and what it means for crypto:

.@RamsesExchange extends its x(3,3) incentive model through Sarcophagus and AutoVaults. Sarcophagus links RAM supply reduction directly to trading volume through an activity-based burn mechanism, while AutoVaults automate participation in the weekly governance voting process for xRAM holders.

State of @akashnet Q4 2025 Key Update: Akash executed Mainnet 14, migrating to Cosmos SDK v0.53, and launched AkashML, a managed inference layer simplifying AI deployment on decentralized GPUs. QoQ Metrics: - New leases ↑ 28% QoQ to 34.3K - Network revenue (AKT) ↑ 16% QoQ to 831.5K AKT - Network revenue (USD) ↓ 46% QoQ to $463.2K - GPU usage ↓ 46% QoQ to 198 avg GPUs

State of @akashnet Q4 2025 Key Update: Akash executed Mainnet 14, migrating to Cosmos SDK v0.53, and launched AkashML, a managed inference layer simplifying AI deployment on decentralized GPUs. QoQ Metrics: New leases ↑ 28% QoQ to 34.3K Network revenue (AKT) ↑ 16% QoQ to 831.5K AKT Network revenue (USD) ↓ 46% QoQ to $463.2K GPU usage ↓ 46% QoQ to 198 avg GPUs

New Enterprise Research: A Valuation of @Polymarket @0xWeiler models the bull, base, and bear case for Polymarket and the future $POLY token messari.io/report/a-valuation-...… twitter.com/MessariCrypto/stat...

1/ A Valuation of Polymarket (POLY) March 7: @Polymarket was reportedly seeking a $20 billion valuation March 19: @Kalshi raised at $22 billion valuation A $POLY token and airdrop are confirmed. The central question is whether the $20 billion reflects reasonable expectations for future fee generation, or whether the market is mispricing the opportunity. My latest @MessariCrypto report builds a ground-up valuation to find out. Let's break it down 🧵

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