CoinMetrics.io

CoinMetrics.io

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Cryptoasset market and network data APIs, analytics, and research. Services status updates: @CM__Status

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In our latest Special Insights report, Research Analyst @HCDuschang deep dives into @Aave, dissecting its lending architecture, interest rate design, governance model and the role of GHO to understand how on-chain liquidity is transformed into yield. From utilization curves and reserve factors to modular liquidity in v4, the report breaks down the mechanics driving protocol revenue and long-term value capture. ➡️ Read more: ow.ly/LiCf50Yp6EF

In the latest issue of State of the Network, Tanay Ved observes from @CoinMetrics data that #crypto capital is concentrating in larger assets and liquidity pools as the investment universe expands, with #Bitcoin dominance rising and the #altcoin segment narrowing, highlighting structural shifts in market composition. Key Takeaways: 🔹 As the crypto investment universe expands, capital is becoming more selective across a smaller set of assets: Bitcoin dominance is in a sustained uptrend, while growth in stablecoins and onchain derivatives compresses the space for the altcoin segment. 🔹 The altcoin segment is narrowing and becoming more top‑heavy, with the top 10 altcoins now representing about 82% of its value, up from roughly 70% over the prior five years. 🔹 Large caps have decisively outperformed mid and small caps since 2023, and post‑shock behavior has reinforced a preference for more liquid, established assets. ➡️ Read the full issue: ow.ly/ref750Y0ify

📣 New State of the Network - Moments of Market Stress: What They Reveal Heading into 2026 In @coinmetrics' latest State of the Network, @TanayVed breaks down the moments of market stress that defined crypto in 2025, from record onchain demand to exchange and stablecoin stress

📣 New State of the Network: Tokenized Equities and the Rise of xStocks on Solana In @coinmetrics' latest State of the Network, @TanayVed breaks down the tokenized equities landscape and the adoption of Backed xStocks on @solana Key takeaways: - Tokenized equities remain nascent (<$1B) but represent a massive opportunity relative to the ~$145T global equities market. - High-throughput, low-cost blockchain infrastructure, clearer securities guidance and growing participation from fintechs, exchanges and DeFi protocols are enabling compliant issuance and utility. - Multiple models are emerging across the equities tokenization spectrum, from native issuance and custodial structures, to synthetic or derivative-based exposure. - xStocks on Solana remain early but show meaningful traction, with AUM rising roughly 9x since launch to ~$186M and on-chain activity expanding across active wallets and transactions. Read the full report (Link in replies)

📣 New State of the Network - Reaching New Scale: Ethereum Fusaka Upgrade In @coinmetrics latest State of the Network, @TanayVed breaks down Ethereum's Fusaka upgrade and its impacts Key takeaways: - Fusaka expands Ethereum’s scalability with higher blob capacity and a more efficient data-availability system through PeerDAS. - L1 throughput increases meaningfully with the higher 60M gas limit and execution-layer optimizations. - Improved fee mechanics and UX upgrades lay the groundwork for a more unified and cost-efficient L1–L2 ecosystem. Read the full report (Link in replies)

New @coinmetrics Weekly State of the Market Report | October 17-23, 2025 This week in crypto markets: - Crypto markets remained volatile but in recovery mode, with BTC trading near $110K and sentiment improving on anticipation of easing U.S.–China tensions and softer inflation

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