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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Sam Ruskin uses the Aave-to-Morpho evolution to explain what's next for private credit.

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. twitter.com/LayerZero_Core/sta...

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 this Crypto 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 - Economics still being discovered

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 have an actual moat. Polymarket competes on pricing in sports. In culture? They ARE the market. This Kaito partnership could be massive. Report link: messari.io/report/polymarkets-...… twitter.com/0xWeiler/status/20...

Dropping this Thursday 🪂 @NaytheForceBwU dives DEEP into @fuseenergy and their upcoming TGE! twitter.com/MessariCrypto/stat...

State of Sei Q4 Key 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 $98.6M Check out the full report by @jonnytoshi twitter.com/MessariCrypto/stat...

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. ⬇️ twitter.com/MessariCrypto/stat...

State of @PythNetwork Q4 Key Update: On Dec. 12, Pyth introduced the Pyth Reserve, a token buyback initiative to allocate 33% of monthly protocol revenue to open-market PYTH purchases➡️on Jan. 5, the DAO executed its first purchase, acquiring 2.16 million PYTH QoQ Metrics -Pyth Pro hit 54 active subscribers,⬆️ 92.9% QoQ -Pyth Pro generated $352.6K in Q4 revenue💰 -Pyth price feed listings⬆️ 27.0% QoQ to 2,850 -Pyth’s average daily price updates⬆️ 31.4% QoQ to 886.7K Check out the full report by @0xWeiler twitter.com/MessariCrypto/stat...

I took a deep dive into how you can track crypto market data on @wardenprotocol using @MessariCrypto's AI Deep Research Agent Knowing where the crypto market is heading isn't an easy task. One second you're in the green...then next a breaking news story hits and... BOOM! Hello red bars. The trick is knowing what the market is "planning" to do. Now in the AI age, Messari has developed a tool to help you do just that. twitter.com/Ninjasurprise_/sta...

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