Messari Crypto Theses 2026 is live
We just dropped our annual Crypto Theses report—our biggest, most opinionated look at what mattered in 2025 and what we think will define 2026.
Inside, we cover:
• State of Crypto + the macro setup heading into 2026
•L1 / L2 / Multichain (incl. Ethereum outlook, scaling, Base, Robinhood Chain)
•Institutions & •Stablecoins (market structure + adoption)
•Yield & DeFi Banks (where sustainable yield may come from next)
•Regulation & Token design (rights, disclosures, what needs to change)
•Equity perps & TradFi x Crypto (what’s real vs hype)
Plus: Analyst picks, awards, and frameworks like Disruption Factor
📖 Read the report (free): https://messari.co/44Bie1Z
💡 Want the deeper workflows + data behind the calls?
Use code THESES26 for 26% off your first year of Messari Enterprise: https://messari.co/3MHQm6g
🚨 Messari Daily Crypto Update
🗓️ October 26, 2025
1. 📰 Top Stories:
• Fed proposes limited master account access for crypto firms, potentially benefiting stablecoin issuers. [CoinDesk]
• Trump nominates SEC's Mike Selig to lead CFTC, potentially shaping US crypto policies. [CoinDesk]
• Rumble to launch crypto tipping for creators using Bitcoin, USDT, and Tether Gold in December. [The Block]
• Unveiling GoDark: Crypto’s new institutional dark pool backed by Copper, GSR, Others. [CoinDesk]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Mike Selig's CFTC nomination impact US crypto regulation?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Crypto Regulatory Leadership: The headlines highlight the ongoing efforts to shape the future of cryptocurrency regulation in the United States, focusing on the nomination of industry-friendly leaders like Mike Selig to key regulatory positions such as the CFTC chair. These developments reflect a strategic move toward more crypto-friendly policies and increased oversight, aiming to position the U.S. as a global crypto hub. The nominations are met with industry support and are seen as pivotal in balancing regulation with innovation. As legislative and political dynamics unfold, the leadership of agencies like the CFTC will play a crucial role in defining the regulatory landscape for digital assets.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Aleo Q3 2025: Aleo, a privacy-focused Layer-1 blockchain, saw significant growth in Q3 2025 with its market cap rising 50.5% to $117.6 million and private transactions reaching a record 20% of all activity. The network implemented major upgrades including prover staking, program upgradability, and fee reductions, while also expanding its ecosystem through partnerships with Request Finance, Binance Alpha, and Revolut.
🔗 Read Full Report
State of Fuel Q3 2025: Fuel Network made significant infrastructure upgrades in Q3 2025, including migrating to EigenDA for data availability and enhancing its native liquid staking protocol. While the FUEL token price and market cap declined, the network saw a substantial increase in daily transactions, driven by new protocol launches. Ecosystem growth initiatives like Fuel Forge I have led to the development of various dApps, positioning Fuel as a promising blockchain for high-throughput applications.
🔗 Read Full Report
🚨 Messari Daily Crypto Update
🗓️ October 28, 2025
1. 📰 Top Stories:
• Mt. Gox delays bitcoin repayments again, extending deadline to October 2026 for creditors. [Protos]
• MegaETH's $50 million token sale oversubscribed, with $300 million pledged from 11,534 wallets. [DL News]
• Trump's official memecoin surges 30% after president's optimistic comments on China trade deal. [The Block]
• Ledn achieves $1 billion in bitcoin-backed loans for 2025, with record Q3 lending volume. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Mt. Gox's delayed repayments impact Bitcoin's price and market sentiment?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• MegaETH Token Sale and Ecosystem: MegaETH is conducting a highly anticipated public token sale with a low implied valuation, aiming to reward early community members and build long-term value. The project emphasizes regulatory compliance through its MiCA whitepaper, outlining strict KYC and tokenomics details, including a significant team allocation and innovative features like a rotating sequencer infrastructure. The sale's unique approach to allocation, which considers social media activity and engagement, has led to overwhelming demand, raising $50 million in minutes and surpassing initial expectations. These developments reflect a broader trend of strong investor interest in innovative crypto projects and the strategic use of tokenomics to foster community growth and compliance.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Polygon Q3 2025: Polygon made significant progress in Q3 2025, with its POL token outperforming the broader crypto market and key metrics like Chain GDP, network activity, and stablecoin supply showing strong growth. The network advanced its Gigagas scaling roadmap through upgrades like the Bhilai Hardfork and Heimdall v2, while also seeing increased adoption in payments, DeFi, and real-world asset tokenization. These developments reinforce Polygon's position as a leading infrastructure layer for global onchain finance.
🔗 Read Full Report
State of Aleo Q3 2025: Aleo, a privacy-focused Layer-1 blockchain, saw significant growth in Q3 2025 with its market cap rising 50.5% to $117.6 million and private transactions reaching a record 20% of all activity. The network implemented major upgrades including prover staking, program upgradability, and fee reductions, while also expanding its ecosystem through partnerships with Request Finance, Binance Alpha, and Revolut.
🔗 Read Full Report
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👉 Explore Deep Research
🚨 Messari Daily Crypto Update
🗓️ October 22, 2025
1. 📰 Top Stories:
• Ethereum Foundation faces criticism as key developer leaves for VC-backed competitor Tempo. [Protos]
• Railgun privacy protocol hits $4B in transactions, gains Ethereum toolkit integration amid privacy surge. [DL News]
• Coinbase acquires blockchain fundraising platform Echo for $375 million to expand token offerings. [The Defiant]
• Galaxy Digital reports record profits, driven by crypto trading and AI infrastructure expansion. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Coinbase's acquisition of Echo impact early-stage crypto investing?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Kadena Network Shutdown: The Kadena blockchain ecosystem is experiencing a significant decline as the organization behind it announces the immediate shutdown of operations, leading to a sharp drop in the KDA token's value and raising concerns about the future stability and governance of the network. Multiple reports highlight the company's decision to cease active support and development, despite the blockchain remaining technically operational through miners and community efforts. This situation underscores the challenges faced by blockchain projects in maintaining sustainability amid unfavorable market conditions and organizational changes. The event marks a notable moment of transition and uncertainty for Kadena's community and stakeholders.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of TRON Q3 2025: TRON experienced strong growth in Q3 2025, with revenue hitting an all-time high of $1.2 billion and market cap increasing to $31.6 billion. The network maintained its deflationary trend and saw continued ecosystem expansion through strategic partnerships and integrations, including with MetaMask, Chainlink, and Graph Protocol. Despite a slight cooling in stablecoin market activity, TRON's DeFi performance remained strong, maintaining its position as the fifth-largest network by TVL globally.
🔗 Read Full Report
State of Chromia Q2 2025: Chromia's Q2 2025 saw mixed results, with declining token prices but improving network fundamentals like daily active addresses. The launch of the Token Chain for multichain asset management, integration of zero-knowledge proofs and AI capabilities, and strategic partnerships, particularly with TAC for Telegram Mini Apps, highlighted Chromia's technical progress. Despite market challenges, Chromia reinforced its position as an innovative Layer-1 platform focused on scalability, AI integration, and consumer applications.
🔗 Read Full Report
🚨 Messari Daily Crypto Update
🗓️ October 17, 2025
1. 📰 Top Stories:
• Paxos accidentally minted $300 trillion of PayPal's stablecoin due to a technical error. [DL News]
• A16z Crypto invests $50 million in Solana infrastructure provider Jito through token sale. [The Block]
• Bitcoin falls below $109,000 amid geopolitical tensions and Fed rate cut speculation. [The Defiant]
• Ripple acquires treasury software firm GTreasury for $1 billion, expanding into corporate finance. [Blockworks]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Ripple's GTreasury acquisition impact corporate stablecoin adoption?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Ripple's Security and Institutional Expansion: Ripple is actively working to enhance the security of its XRP Ledger through bug bounty programs and attackathons aimed at identifying vulnerabilities in its upcoming lending protocol, which is crucial for ensuring safe deployment of decentralized finance features. Simultaneously, Ripple is expanding its institutional finance capabilities by introducing compliance tools, native lending protocols, and privacy enhancements to position XRPL as a leading platform for regulated and secure enterprise use. These efforts reflect Ripple's focus on building a robust, secure, and compliant ecosystem that supports institutional adoption and trust in its blockchain solutions.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Chromia Q2 2025: Chromia's Q2 2025 saw mixed results, with declining token prices but improving network fundamentals like daily active addresses. The launch of the Token Chain for multichain asset management, integration of zero-knowledge proofs and AI capabilities, and strategic partnerships highlight Chromia's technical progress. Despite market challenges, Chromia reinforced its position as an innovative Layer-1 platform focused on scalability, AI integration, and consumer applications.
🔗 Read Full Report
State of Stacks H1 2025: Stacks experienced mixed results in H1 2025, with market cap and price declines offset by growth in DeFi TVL, total transactions, and STX staking. Despite usage metrics showing uneven trends, institutional adoption advanced with major players integrating sBTC support. The launch of Stacks' 2025+ roadmap outlined upcoming technical upgrades aimed at scaling Bitcoin-native DeFi and strengthening Stacks' position as a leading Bitcoin Layer-2 solution.
🔗 Read Full Report
🚨 Messari Daily Crypto Update
🗓️ September 30, 2025
1. 📰 Top Stories:
• Swift to integrate blockchain ledger into global financial messaging system for faster settlements. [Blockworks]
• NYDFS Superintendent Adrienne Harris to step down in October after four-year tenure. [CoinDesk]
• SEC's new listing standards make approval of various crypto ETFs virtually certain, says analyst. [The Block]
• XLM surges 3.7% to $0.37, driven by high trading volume and bullish momentum. [CoinDesk]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Swift's blockchain integration impact global financial transactions?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Crypto Regulatory Leadership Changes: The crypto regulatory landscape is experiencing significant shifts as key leaders like Adrienne Harris step down from influential positions such as the NYDFS. Harris's tenure was marked by the development of comprehensive frameworks for stablecoins, enforcement actions, and efforts to position New York as a global leader in digital asset regulation. Her departure signals a potential transition in policy direction and regulatory priorities within the industry. The appointment of new leadership, with experience from federal institutions, underscores the ongoing evolution and importance of regulatory oversight in shaping the future of crypto markets.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of VeChain Q2 2025: VeChain experienced a transitional quarter in Q2 2025, with declining market metrics but significant progress on protocol upgrades and ecosystem development. The Renaissance Upgrade advanced with Galactica and StarGate announcements, introducing new tokenomics and staking models, while partnerships and regulatory compliance strengthened VeChain's position. Despite mixed DeFi performance, consumer-facing apps showed strong growth, and strategic initiatives laid groundwork for future expansion.
🔗 Read Full Report
State of Babylon Q2 2025: Babylon launched its Genesis network in Q2 2025, marking the start of Phase-2 with stake slashing and the BABY token debut. Despite a 12.6% decline in total value locked to 45,600 BTC, Babylon remained the fourth-largest holder of Bitcoin after major ETF issuers. The ecosystem expanded through integrations with key players like Osmosis, Sui, and Kraken, positioning Babylon for broader adoption as it prepares for Phase-3 and the scaling of its security-sharing protocol to additional Bitcoin Supercharged Networks.
🔗 Read Full Report
🚨 Messari Daily Crypto Update
🗓️ September 23, 2025
1. 📰 Top Stories:
• CleanSpark obtains $100 million financing from Coinbase Prime, backed by Bitcoin assets. [The Block]
• AgriFORCE rebrands as AVAX One, plans $550M raise for Avalanche-focused strategy. [CoinDesk]
• Rainbow wallet announces Q4 2025 launch of $RNBW token alongside major app upgrades. [Blockworks]
• Strive acquires Semler Scientific in Bitcoin-focused merger, adding over 10,900 BTC to treasury. [Blockworks]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Bitcoin-backed financing from Coinbase Prime impact CleanSpark’s mining strategy and risk profile?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• AI Hardware and Infrastructure Collaborations: The headlines highlight significant investments and partnerships between major technology companies like Nvidia and Intel to develop advanced AI hardware, data centers, and cloud infrastructure. These collaborations aim to enhance high-performance computing capabilities, improve AI processing efficiency, and expand the global AI ecosystem. The strategic deals involve substantial financial commitments and resource sharing, reflecting the critical importance of robust infrastructure in powering AI innovation. However, they also raise concerns about energy consumption, environmental impact, and geopolitical tensions affecting the supply chain and technological leadership in AI development.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of FLock Q2 2025: FLock.io saw significant growth in Q2 2025, with its circulating market cap rising 235% to $30 million and node participation increasing across categories. The platform launched key updates including gmFLOCK staking, AI Arena v2, and new partnerships, while gaining industry recognition through awards and inclusion in CB Insights' AI 100 list. Despite a decline in training and validation submissions, FLock's ecosystem expansion and strategic developments position it for continued growth in decentralized AI.
🔗 Read Full Report
State of Velo Q2 2025: Velo experienced mixed results in Q2, with modest growth in market cap and transactions but declines in active addresses and TVL. The project made notable ecosystem developments, including partnering with Paxos to integrate USDL as reserve collateral for USDV and releasing a new PayFAi litepaper outlining an updated tokenomics model. Despite challenges, Velo continues to expand its partnerships and refine its infrastructure to bridge traditional finance with Web3 applications.
🔗 Read Full Report
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• AI Toolkit + API suite
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🚨 Messari Daily Crypto Update
🗓️ September 19, 2025
1. 📰 Top Stories:
• Dogecoin and XRP ETFs debut in US, but crypto market remains unimpressed. [CoinDesk]
• ARK Invest buys $162M in Solmate shares, a Solana-focused digital asset treasury company. [CoinDesk]
• Plasma to launch stablecoin-focused blockchain with $2 billion in liquidity next week. [CoinDesk]
• Kraken partners with Legion to offer token sales, expanding compliant crypto offerings globally. [Blockworks]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Plasma's launch impact the stablecoin ecosystem and existing blockchains?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Institutional Investment in Solana Ecosystem: Major institutional investors, including ARK Invest and the Solana Foundation, are making significant investments to support the growth and development of the Solana blockchain ecosystem. These investments are aimed at expanding Solana's DeFi infrastructure, staking capabilities, and overall ecosystem infrastructure, reflecting increasing confidence and interest from traditional finance and blockchain entities. The funding rounds also highlight strategic efforts to bridge traditional financial markets with blockchain technology, particularly in regions like the Middle East. This influx of capital is poised to accelerate Solana's ecosystem expansion and solidify its position in the competitive blockchain landscape.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
Time Will Tell: What’s Next for Prediction Markets, Volume Growth Strategies, Continuous Information Perps, and Capitalizing on Momentum: Prediction markets have proven their viability, with platforms like Polymarket and Kalshi sustaining high trading volumes beyond the 2024 U.S. Presidential Election. Future growth will depend on attracting retail speculators through accessible, fun, and high-reward markets, particularly in popular categories like politics and sports. While incumbents dominate backend infrastructure, startups have opportunities in user-facing innovations like social integrations and new trading formats, especially continuous information stream markets.
🔗 Read Full Report
State of Aleo Q2 2025: Aleo's Q2 2025 saw mixed results, with declining token price but increased staking activity and private transactions. The network made significant technical progress, upgrading its developer stack and forming key partnerships to enhance infrastructure and interoperability. Despite market challenges, Aleo maintained its focus on advancing privacy-preserving blockchain technology and expanding real-world applications.
🔗 Read Full Report
4. Limited Time Only – 50% Off Messari Enterprise
For a limited time, upgrade to Messari Enterprise at half the cost.
Unlock the most complete intelligence platform in crypto with:
• Full research library + 250+ diligence reports
• Intel: real-time event + protocol monitoring
• Unlimited access to Copilot (AI research assistant)
• Direct analyst access via Enterprise Telegram
• AI Toolkit + API suite
👉 Redeem 50% off Enterprise
🚨 Messari Daily Crypto Update
🗓️ September 17, 2025
1. 📰 Top Stories:
• CleanCore, Dogecoin's treasury firm, increases holdings by 100 million DOGE, surpassing 600 million total. [The Block]
• Gemini's stock plummets over 20% since Nasdaq debut, erasing initial post-IPO gains. [CoinDesk]
• Bitcoin treasury firms face declining premiums, slowing corporate BTC purchases amid market shifts. [The Block]
• Google launches AI payments protocol supporting stablecoins, developed with Coinbase and Salesforce. [Blockworks]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Google's AI payments protocol impact stablecoin adoption and usage?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• AI-Driven Crypto Payment Ecosystem: The crypto industry is witnessing a significant push towards integrating artificial intelligence with blockchain-based payment systems, focusing on enhancing transaction efficiency, security, and user engagement. Major players like Coinbase, Google, and the Ethereum Foundation are developing protocols and standards to facilitate seamless AI-powered financial transactions involving stablecoins and digital assets. These advancements aim to create a more interconnected and automated financial ecosystem where AI agents can securely handle payments across traditional and crypto rails. The ongoing collaborations and innovations reflect a broader industry trend of leveraging AI to expand the utility and adoption of cryptocurrencies in everyday transactions and enterprise solutions.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Sei Q2 2025: Sei Network experienced strong growth in Q2 2025, with increases across key metrics including daily active addresses, DeFi TVL, and DEX volumes. The price of SEI rose 63.5% to $0.28, while the network made technical progress on its Giga upgrade and introduced governance improvements. Looking ahead, Sei is positioned for continued momentum with upcoming catalysts like reduced token vesting, a potential ETF, and the launch of Giga.
🔗 Read Full Report
State of ApeCoin Q2 2025: ApeCoin saw a 30.1% increase in market cap and token price in Q2 2025, with DEX volume reaching $16.6 million and staking rewards growing 7.5% QoQ. The quarter was marked by a significant governance shift as AIP-596 was approved, dissolving the ApeCoin DAO and transferring control to ApeCo, a new entity under Yuga Labs, aimed at improving operational efficiency and strategic alignment.
🔗 Read Full Report
4. 🎧 [New Release] Botanix: The Bitcoin L2 Paying Native BTC Yield
This week on Fully Diluted, Botanix co-founders Willem Schroé and Alisia Painter join Messari's Dylan Bane to unpack a Bitcoin Layer-2 built for real finance. Botanix is a proof-of-stake Bitcoin L2 where 50% of gas fees flow to stakers via STBTC—a liquid, up-only, native Bitcoin yield backed by on-chain economic activity (not points or new tokens). We cover how users bridge BTC → Botanix → stake → earn, instant peg-outs, and why the team’s Spiderchain design prioritizes decentralization and censorship resistance (federation today, dynafed next, more than 1,000 nodes over time).
📺 YouTube
🎧 Spotify
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🚨 Messari Daily Crypto Update
🗓️ September 15, 2025
1. 📰 Top Stories:
• Tether launches USAT stablecoin, CleanCore buys DOGE, and Bitcoin's market conditions improve. [The Block]
• Monero blockchain suffers 18-block reorganization, raising concerns about network reliability and centralization. [CoinDesk]
• CFTC Chair nominee shares private messages with Winklevoss, raising questions about nomination process. [CoinDesk]
• Shiba Inu's layer-2 network hacked for $2.4M, causing meme tokens to drop. [CoinDesk]
🔗 Today's Top News
🤖 Ask Copilot:
• "What impact might Tether's new USAT stablecoin have on the market?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Linea Token Launch and Ecosystem Growth: Linea, an Ethereum-compatible zkEVM scaling solution developed by Consensys, is preparing for its token launch with a comprehensive airdrop and incentive program aimed at fostering long-term ecosystem growth and community engagement. The project emphasizes a deflationary model through transaction fee burns and plans to reward early users and long-term holders with potential future perks, including additional token rewards. Despite recent volatility and a decline in token value, Linea's strategic backing by industry leaders and its integration with major DeFi platforms position it as a significant development in Ethereum layer 2 scaling solutions. The ongoing efforts to incentivize participation and stabilize the token price highlight its importance in the broader Ethereum ecosystem expansion.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of ApeCoin Q2 2025: ApeCoin saw a 30.1% increase in market cap and token price in Q2 2025, with DEX volume reaching $16.6 million and staking rewards growing 7.5% QoQ. The quarter was marked by a significant governance shift as AIP-596 was approved, dissolving the ApeCoin DAO and transferring control to ApeCo, a new entity under Yuga Labs, aimed at streamlining operations and strategic development.
🔗 Read Full Report
State of Pyth Q2 2025: Pyth Network demonstrated growth in Q2 2025, with Total Value Secured rising 4.8% to $5.31 billion and price update activity increasing 10.8%. The network expanded its coverage of traditional assets, particularly in FX and equities, while forming key partnerships with institutions like Sygnum Bank and Integral to enhance its data publishing capabilities across multiple blockchain environments.
🔗 Read Full Report
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For a limited time, upgrade to Messari Enterprise at half the cost.
Unlock the most complete intelligence platform in crypto with:
• Full research library + 250+ diligence reports
• Intel: real-time event + protocol monitoring
• Unlimited access to Copilot (AI research assistant)
• Direct analyst access via Enterprise Telegram
• AI Toolkit + API suite
👉 Redeem 50% off Enterprise
🚨 Messari Daily Crypto Update
🗓️ September 09, 2025
1. 📰 Top Stories:
• Stripe and Paradigm announce Tempo, a new L1 blockchain challenging Ethereum's speed and finality. [Blockworks]
• Dogecoin price swings between $0.231-$0.244, with whales buying dips amid institutional selling. [CoinDesk]
• Kalshi and Polymarket compete in prediction markets, differing in regulatory approach and accessibility. [The Block]
• Ripple extends partnership with BBVA, providing crypto custody tech for bank's digital asset services. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Tempo's launch impact Ethereum's development and adoption?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Ethereum Market Dynamics: The Ethereum market is currently characterized by significant whale activity, including large-scale accumulation and rotation between Bitcoin and ETH, which signals strong institutional interest and strategic positioning. Early ICO holders continue to move substantial holdings, potentially impacting supply and sentiment, while price levels and technical indicators suggest ongoing volatility and opportunities for breakout moves. Overall, these developments highlight Ethereum's evolving role in the broader crypto ecosystem, driven by investor behavior, macro trends, and technical factors.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of GoPlus Q2 2025: GoPlus experienced mixed performance in Q2 2025, with modest market cap growth and increased ecosystem profits, but declining API query volume. The company expanded its security coverage to new blockchains, launched GoPlus-MCP for LLM integration, and completed a token buyback program. Despite challenges, GoPlus continued to innovate and form strategic partnerships to enhance Web3 security across multiple platforms.
🔗 Read Full Report
State of Mantle Q2 2025: Mantle Network advanced its "Blockchain for Banking" vision in Q2 2025, launching UR for unified fiat-crypto accounts and MI4 as a $200 million tokenized fund. Despite declines in market cap and network usage, Mantle progressed technologically with EigenDA integration and OP-Succinct development, while core products like mETH Protocol and Function maintained significant TVL, positioning Mantle as a bridge between traditional and decentralized finance.
🔗 Read Full Report
4. Limited Time Only – 50% Off Messari Enterprise
For a limited time, upgrade to Messari Enterprise at half the cost.
Unlock the most complete intelligence platform in crypto with:
• Full research library + 250+ diligence reports
• Intel: real-time event + protocol monitoring
• Unlimited access to Copilot (AI research assistant)
• Direct analyst access via Enterprise Telegram
• AI Toolkit + API suite
👉 Redeem 50% off Enterprise
🚨 Messari Daily Crypto Update
🗓️ September 05, 2025
1. 📰 Top Stories:
• Stripe and Paradigm unveil Tempo, a high-throughput blockchain for stablecoin payments with major partners. [CoinDesk]
• Arbitrum launches $40M DeFi incentive program, distributing 24 million ARB to boost lending protocols. [Blockworks]
• Ethereum's price surge driven by staking, tokenization, and generational wealth transfer, analyst predicts. [DL News]
• Soft U.S. jobs data likely cements Fed rate cut, bitcoin reacts modestly. [CoinDesk]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Tempo impact the stablecoin market and cross-border payments?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Trump-Linked Bitcoin Industry: The headlines highlight the growing involvement of the Trump family and affiliated entities in the Bitcoin and crypto mining sectors, with multiple companies backed by the Trumps planning to go public through mergers and capital raises. These developments demonstrate a strategic effort to leverage political connections and expand Bitcoin holdings, while also reflecting broader trends of crypto companies seeking public market access to fund growth and operational scaling. The involvement of high-profile investors like the Winklevoss brothers further underscores the significance of this trend within the industry. Overall, this topic encapsulates the intersection of political influence, corporate strategy, and the expanding role of Bitcoin in the financial landscape.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
Messari Monthly: September 2025: Hyperliquid's ecosystem is experiencing significant growth, with its Unit protocol surpassing $1 billion in TVL and briefly outpacing major centralized exchanges in spot trading volume. The report also highlights the emergence of onchain Gacha marketplaces for tokenized trading cards as a leading use case for exotic real-world assets, processing $124.5 million in volume in August. Additionally, it examines the recent trend of ETH-focused digital asset treasuries trading below their net asset value, analyzing the factors behind this phenomenon and its implications for investors.
🔗 Read Full Report
State of Mantle Q2 2025: Mantle Network advanced its "Blockchain for Banking" vision in Q2 2025, launching UR for unified fiat-crypto accounts and MI4 as a $200 million tokenized fund. Despite declines in market cap and network usage, Mantle progressed technologically with EigenDA integration and OP-Succinct development, while core products like mETH Protocol and Function maintained significant TVL, positioning Mantle as a bridge between traditional and decentralized finance.
🔗 Read Full Report
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• Intel: real-time event + protocol monitoring
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• Direct analyst access via Enterprise Telegram
• AI Toolkit + API suite
👉 Redeem 50% off Enterprise
🚨 Messari Daily Crypto Update
🗓️ August 28, 2025
1. 📰 Top Stories:
• Canary Capital seeks SEC approval for first spot TRUMP coin ETF in the US. [The Defiant]
• Commerce Secretary plans to put GDP data on blockchain, raising questions about feasibility and purpose. [Protos]
• Standard Chartered analyst favors Ethereum treasury firms over U.S. spot ETFs as investment options. [The Defiant]
• Ark Invest purchases $15.6M in BitMine shares despite stock's decline. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might putting GDP data on blockchain impact economic transparency?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Binance and Plasma Stablecoin Yield Initiatives: Binance is actively expanding its stablecoin yield offerings through partnerships with Plasma, a high-performance blockchain backed by Bitfinex, launching large-scale USDT yield products and locked staking programs that quickly fill due to high investor demand. These initiatives aim to combine stablecoin liquidity with token incentives, including airdrops of Plasma’s XPL token, and are part of a broader effort to enhance onchain finance and stablecoin transfer efficiency. The rapid subscription rates and the launch of zero-fee blockchain solutions like Plasma indicate a competitive push to capture stablecoin transaction volume and yield generation in the crypto ecosystem. These developments reflect a significant trend toward innovative onchain financial products designed to attract both retail and institutional investors while challenging existing market leaders.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of XRP Ledger Q2 2025: The XRP Ledger saw significant developments in Q2 2025, including the launch of multiple stablecoins and real-world assets, as well as the XRPL EVM Sidechain. XRP's market cap grew to $132 billion, maintaining its position as the fourth-largest cryptocurrency, while regulatory clarity paved the way for potential US spot ETF approval. The network continued to enhance its compliance features and institutional appeal, setting the stage for increased adoption in the latter half of 2025.
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State of Open Campus Q2 2025: Open Campus saw mixed results in Q2 2025, with EDU token price and market cap rising 15.8% despite declining chain activity. Key developments included launching OC Kickstart for rapid app deployment, expanding the Validator Program to over 35 members, and granting $10 million to Pencil Finance for student lending. While transaction volumes and user activity decreased post-launch, the ecosystem continued to grow through partnerships, hackathons, and infrastructure improvements.
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🚨 Messari Daily Crypto Update
🗓️ August 26, 2025
1. 📰 Top Stories:
• Pantera Capital aims to raise $1.25 billion for a U.S.-listed Solana treasury company. [The Block]
• Blockchain analyst claims Hayden Davis made $12M sniping Kanye West's new cryptocurrency token. [The Block]
• SBI Group partners with Chainlink to boost institutional adoption of digital assets globally. [The Defiant]
• Former Bitmain execs form B Strategy to create Nasdaq-listed BNB Treasury Co, raising $1B. [The Defiant]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Pantera's Solana treasury initiative impact SOL's market dynamics?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Crypto Memecoin Market Manipulation: The headlines highlight ongoing concerns over market manipulation, insider trading, and the use of automated sniping bots in the launch and trading of high-profile memecoins. Notable figures and entities are allegedly profiting millions through early trades and coordinated activities, raising questions about legitimacy and regulatory oversight. The involvement of prominent personalities like Kanye West and the connections to controversial tokens such as LIBRA and YZY underscore the volatile and speculative nature of the memecoin ecosystem. These developments reflect broader issues of transparency, insider influence, and the potential for market abuse within the crypto space.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Open Campus Q2 2025: Open Campus saw mixed results in Q2 2025, with EDU token price and market cap rising 15.8% despite declining chain activity. Key developments included launching OC Kickstart for rapid app deployment, expanding the Validator Program to over 35 members, and granting $10 million to Pencil Finance for student lending. While transaction volumes and user activity decreased post-launch, the ecosystem continued to grow through partnerships, hackathons, and infrastructure improvements.
🔗 Read Full Report
Raydium Q2 2025: LaunchLab Emerges: Raydium, the leading DEX on Solana, saw a 69.2% decline in daily trading volume in Q2 but maintained its market leadership with 28.9% share of Solana DEX volume. The launch of LaunchLab, Raydium's token launchpad, generated significant revenue and volume, while the protocol's TVL grew 54.7% QoQ to $1.8 billion. Despite lower trading activity, Raydium remains one of the highest-yielding crypto protocols with a 9.7% annualized yield based on Q2 buybacks.
🔗 Read Full Report
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🚨 Messari Daily Crypto Update
🗓️ August 20, 2025
1. 📰 Top Stories:
• BTCS to pay ETH dividend and loyalty reward to shareholders, aiming to counter short sellers. [The Defiant]
• Former Trump crypto policy lead Bo Hines joins Tether as US strategic advisor. [DL News]
• Robinhood partners with Kalshi to offer NFL and NCAA football prediction markets on its app. [The Defiant]
• Ark Invest buys Bullish and Robinhood shares amid crypto stock downturn on Tuesday. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might BTCS's dividend strategy impact short sellers and share value?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Crypto Lending and IPO Trends: The crypto space is witnessing a significant shift as blockchain-based lenders like Figure Technologies prepare for public listings on Nasdaq, reflecting growing institutional interest and mainstream acceptance of tokenized assets. These companies are leveraging blockchain technology to expand their lending services and access capital markets, with multiple firms filing confidential IPO documents amid a favorable regulatory environment. The trend indicates an increasing integration of traditional financial markets with blockchain and crypto services, signaling maturation and broader adoption within the industry. As these firms aim to raise substantial capital and grow their market share, the crypto lending sector is poised for further expansion and innovation.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Ronin Q2 2025: Ronin experienced declines across financial and network metrics in Q2 2025, with market cap falling 32.3% and daily active users dropping 47.6%. Despite these challenges, the network saw growth in NFT marketplace volumes and continued ecosystem expansion through new DeFi offerings, gaming partnerships, and infrastructure upgrades like Chainlink CCIP integration. Ronin maintains its position as a leading gaming-focused blockchain by balancing community growth with ecosystem diversification.
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State of Sui Q2 2025: Sui demonstrated strong growth in Q2 2025, with average daily DEX volume reaching $367.9 million and DeFi TVL rising 44.3% to $1.76 billion. The network saw increased institutional interest, infrastructure maturation, and consumer adoption across gaming and NFTs. Key developments included the launch of Seal and Nautilus, sold-out SuiPlay0X1 preorders, and expanded wallet and exchange support, positioning Sui for continued ecosystem expansion.
🔗 Read Full Report
4. 🎧 [New Release] Chainlink’s Future: Tokenization & Institutional Adoption
In this episode of Unqualified Opinions, Messari’s Whynonah sits down with Johann Eid , Chief Business Officer at Chainlink, to explore the evolution of Chainlink from solving the oracle problem to becoming a cornerstone of institutional blockchain adoption.
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🚨 Messari Daily Crypto Update
🗓️ October 27, 2025
1. 📰 Top Stories:
• Fed proposes limited master account access for crypto firms, potentially benefiting stablecoin issuers. [CoinDesk]
• Trump nominates SEC's Mike Selig to lead CFTC, potentially shaping US crypto policies. [CoinDesk]
• JPMorgan to accept Bitcoin and Ethereum as loan collateral by 2025, signaling institutional demand. [DL News]
• Rumble to launch crypto tipping for creators using Bitcoin, USDT, and Tether Gold. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Waller's "skinny master account" proposal impact stablecoin issuers?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• WazirX Crypto Recovery and Legal Challenges: WazirX, a major Indian cryptocurrency exchange, is navigating a complex recovery process following a $230 million hack by North Korea’s Lazarus Group, which led to a 16-month suspension of trading. The platform has resumed operations with enhanced security measures, but faces ongoing legal hurdles, including court rulings that classify cryptocurrencies as property and prevent the redistribution of assets like XRP to cover losses. These legal decisions reinforce the recognition of crypto assets as protected property under Indian law and highlight the regulatory challenges exchanges face in asset management and user protection. The situation underscores the importance of security, legal clarity, and trust rebuilding in the evolving Indian crypto landscape.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Polygon Q3 2025: Polygon made significant progress in Q3 2025, with its POL token outperforming the broader crypto market and key metrics like Chain GDP, DeFi TVL, and stablecoin supply showing strong growth. The network implemented major technical upgrades to boost throughput and reduce finality times, while also seeing increased adoption in payments, real-world asset tokenization, and institutional finance. These developments reinforce Polygon's position as a leading infrastructure layer for global onchain finance and set the stage for further scaling.
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State of Aleo Q3 2025: Aleo, a privacy-focused Layer-1 blockchain, saw significant growth in Q3 2025 with its market cap rising 50.5% to $117.6 million and private transactions reaching a record 20% of all activity. The network implemented key upgrades including prover staking, program upgradability, and reduced execution fees, while also expanding its ecosystem through partnerships with Request Finance, Binance Alpha, and Revolut.
🔗 Read Full Report
4. 🎧 [New Release] Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via DePIN
Messari CTO Diran Li sits down with Karam Lakshman, CEO & co-founder of Dabba, to unpack how a DePIN marketplace, local cable operators, and crypto incentives could build a new Telco in the world’s toughest market—India. We cover broadband vs. mobile realities, Dabba’s business model and token system, the choice of Solana & BONK, incentives, and the growth roadmap.
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🚨 Messari Daily Crypto Update
🗓️ October 23, 2025
1. 📰 Top Stories:
• DraftKings enters prediction markets, partnering with Polymarket Clearing as its official clearinghouse. [The Defiant]
• Ledger unveils new crypto hardware wallet and services for digital identity in AI era. [CoinDesk]
• Senators host separate crypto industry roundtables amid stalled bipartisan negotiations on market structure legislation. [Blockworks]
• Polymarket to serve as clearinghouse for DraftKings' upcoming predictions market following Railbird acquisition. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might DraftKings' entry impact the prediction market landscape?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Federal Reserve and Crypto Integration: The Federal Reserve is exploring innovative approaches to modernize the U.S. payment system by proposing 'skinny' master accounts that could grant crypto banks and payment providers direct access to Fed payment rails. This shift indicates a more accepting stance toward cryptocurrencies and digital assets, aiming to facilitate faster, more efficient transactions while managing systemic risks. The proposals also revive the concept of narrow banking, potentially allowing stablecoin issuers to hold reserves directly at the Fed and integrating digital assets into the broader financial infrastructure. These developments could significantly influence future regulation, banking operations, and the role of crypto in mainstream finance.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Rango Q3 2025: Rango, a cross-chain DEX and bridge aggregator, saw significant growth in Q3 2025 with an 84.9% increase in trading volume to $942.5 million and a 57.1% rise in transactions to 1.8 million. The platform expanded its ecosystem through new integrations, launched user-centric features like Rango Refuel, and upgraded its infrastructure, resulting in increased user engagement across supported chains and solidifying its position as a key player in cross-chain interoperability.
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State of Livepeer Q3 2025: Livepeer experienced significant growth in Q3 2025, with video processing volume increasing 94% and demand-side fees rising 76% quarter-over-quarter. The network's expansion into AI-powered video processing continued to drive adoption, accounting for over 70% of total protocol revenue. Despite a slight decline in token price, total staking rewards increased by 30% due to higher usage and supply expansion, while governance initiatives focused on infrastructure upgrades and ecosystem coordination.
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4. 🎧 [New Release] Helius on Privacy’s Next Wave: Zcash, Solana, & Future of Onchain Markets
In this episode of Fully Diluted, Messari’s Dylan Bane and the Messari Research team sit down with Mert Mumtaz, Co-founder and CEO of Helius, to unpack the evolving privacy landscape in crypto. They dive deep into Zcash’s resurgence, Solana’s growing DeFi ecosystem, and the regulatory and technical hurdles shaping the next generation of privacy-preserving systems.
Mert discusses why privacy is fundamental to crypto’s future, how advancements in ZK proofs, FHE, and MPC are transforming usability, and why regulation may finally be catching up to innovation. The group also explores Solana’s momentum in trading infrastructure, perps, and DeFi market structure—and what it means for a truly decentralized financial internet.
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🚨 Messari Daily Crypto Update
🗓️ October 21, 2025
1. 📰 Top Stories:
• Crypto firms raise $1 billion to create XRP-focused public treasury company Evernorth. [The Block]
• OpenSea plans to launch SEA token in 2026, allocating 50% to community and users. [Blockworks]
• BlackRock launches bitcoin ETP on London Stock Exchange, offering UK retail investors regulated exposure. [Blockworks]
• Coinbase acquires onchain investment platform Echo for $375 million in cash and stock deal. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might OpenSea's SEA token launch impact the NFT marketplace ecosystem?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Solana Crypto Rewards: Gemini has introduced a Solana-themed credit card that offers up to 4% crypto rewards on purchases, with an auto-staking feature that allows users to passively earn additional SOL rewards at yields of up to 6.77%. This initiative aims to deepen user engagement with the Solana network by integrating rewards and staking directly into a traditional financial product. The move highlights the growing trend of combining crypto rewards with everyday spending, leveraging Solana's high throughput and active developer community. As Solana's ecosystem continues to expand, such innovative financial products are positioning itself as a bridge between traditional finance and decentralized networks.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of TRON Q3 2025: TRON experienced strong growth in Q3 2025, with revenue hitting an all-time high of $1.2 billion and market cap increasing to $31.6 billion. The network maintained its deflationary trend and saw continued ecosystem expansion through strategic partnerships and integrations, including with MetaMask, Chainlink, and Graph Protocol. Despite a slight cooling in stablecoin market activity, TRON's DeFi performance remained strong, maintaining its position as the fifth-largest network by TVL globally.
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State of Chromia Q2 2025: Chromia's Q2 2025 saw mixed results, with declining token prices but improving network fundamentals like daily active addresses. The launch of the Token Chain for multichain asset management, integration of zero-knowledge proofs and AI capabilities, and strategic partnerships, particularly with TAC for Telegram Mini Apps, highlighted Chromia's technical progress. Despite market challenges, Chromia reinforced its position as an innovative Layer-1 platform focused on scalability, AI integration, and consumer applications.
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🚨 Messari Daily Crypto Update
🗓️ October 16, 2025
1. 📰 Top Stories:
• WazirX crypto exchange to reopen within 10 days after filing restructuring plan in Singapore. [CoinDesk]
• PayPal accidentally minted $300 trillion PYUSD, briefly becoming the largest stablecoin before Paxos burned it. [The Defiant]
• Kraken acquires Small Exchange for $100M, expanding into regulated US derivatives trading. [Blockworks]
• Thiel-backed Erebor Bank gets preliminary approval to serve crypto and AI sectors. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Erebor Bank's approval impact crypto adoption and regulation?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Stablecoin Market Growth: The recent developments in the stablecoin sector highlight significant growth and increasing adoption within the crypto ecosystem, driven by strategic partnerships, large-scale liquidity initiatives, and innovative use cases. PayPal's PYUSD stablecoin has reached new valuation heights, supported by collaborations with Spark and substantial liquidity injections, reflecting confidence in stablecoins as a foundation for mainstream finance. Incidents like the accidental minting of $300 trillion underscore operational risks but also demonstrate the scale and complexity of stablecoin management on blockchain platforms. Overall, the stablecoin market continues to expand rapidly, emphasizing its vital role in DeFi and digital asset infrastructure.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Crypto Fundraising: Q3 2025: Crypto fundraising activity rebounded in Q3 2025, with total capital raised increasing 47% to $8.21 billion despite a 16% decline in deal count. M&A activity remained strong with 80 deals, while investor participation rose 13% to 1,200 unique investors. The quarter saw notable IPOs from Bullish and Figure, as well as significant fundraising in sectors like Payments, Gaming, and DEX.
🔗 Read Full Report
State of Chromia Q2 2025: Chromia's Q2 2025 saw mixed results, with declining token prices but improving network fundamentals like daily active addresses. The launch of the Token Chain for multichain asset management, integration of zero-knowledge proofs and AI capabilities, and strategic partnerships, particularly with TAC for Telegram Mini Apps, highlighted Chromia's technical progress. Despite market challenges, Chromia reinforced its position as an innovative Layer-1 platform focused on scalability, AI integration, and consumer applications.
🔗 Read Full Report
4. 🎧 [New Release] Robots With Wallets: OpenMind’s Vision for Physical AI & On-Chain Coordination
This week on Fully Diluted, we talk with Yan, founder of OpenMind, about the rise of physical AI—robots powered by LLMs that move, perceive, and coordinate autonomously. We cover why OpenMind is starting with quadrupeds, key home use cases, privacy-by-design, and why crypto rails are essential for machine-to-machine economies.
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🚨 Messari Daily Crypto Update
🗓️ September 29, 2025
1. 📰 Top Stories:
• Perpetuals platform Aster tops DeFi fee rankings, gaining traction after token launch and CZ endorsement. [The Block]
• Tether seeks $20B funding at $500B valuation, with SoftBank and Ark Invest interested. [CoinDesk]
• SWIFT chooses Linea blockchain over XRP for bank messaging, disappointing Ripple supporters. [Protos]
• Justin Sun owns 63% of TRX tokens, raising concerns about Tron's decentralization and security. [Protos]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Aster's hidden orders feature impact decentralized perpetuals trading?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Cloudflare and Coinbase Payment Initiatives: Cloudflare and Coinbase are collaborating to develop innovative blockchain-based payment protocols and stablecoins aimed at transforming the internet economy. Their efforts focus on enabling seamless, real-time agent-to-agent and user transactions through protocols like x402, which revives the HTTP 402 status for micropayments. The launch of stablecoins such as the U.S. dollar and NET Dollar aims to support faster, secure, and cross-border payments tailored for AI-powered applications and the evolving digital commerce landscape. These developments reflect a broader trend of integrating blockchain infrastructure into internet services to facilitate new monetization models and enhance transaction efficiency in the digital age.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Babylon Q2 2025: Babylon launched its Genesis network in Q2 2025, marking the start of Phase-2 with stake slashing and the BABY token debut. Despite a 12.6% decline in total value locked to 45,600 BTC, Babylon remained the fourth-largest holder of Bitcoin after major ETF issuers. The ecosystem expanded through integrations with key players like Osmosis, Sui, and Kraken, positioning Babylon for broader adoption as it prepares for Phase-3 and the scaling of its security-sharing protocol to additional Bitcoin Supercharged Networks.
🔗 Read Full Report
State of Sia Q2 2025: Sia's Q2 2025 saw mixed results, with declining network activity but improved revenue. The successful v2 hard fork upgrade and brand refresh positioned Sia for future growth, introducing key technical enhancements and emphasizing security. Despite short-term challenges, partnerships like HackerNoon demonstrated Sia's potential for real-world adoption in decentralized cloud storage.
🔗 Read Full Report
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🚨 Messari Daily Crypto Update
🗓️ September 22, 2025
1. 📰 Top Stories:
• MASK token launch imminent, XRP and Dogecoin ETFs debut successfully in crypto market. [The Block]
• SEC approves generic listing standards for crypto ETPs, paving way for new products. [CoinDesk]
• Kraken partners with Legion to offer compliant, merit-based crypto token sales to global users. [Chainwire]
• FTX to distribute $1.6 billion to creditors in third bankruptcy payout starting September 30. [The Block]
🔗 Today's Top News
_🤖 Ask Copilot:
• "How might the new SEC rules impact crypto ETF launches?" See Copilot's Response
All users now get 5 free Copilot questions per day. Try Copilot for FREE!
2. 📈 Emerging Topic Deep-Dive:
• Institutional Investment in Solana Ecosystem: Major institutional investors, including ARK Invest and the Solana Foundation, are making significant investments to support the growth and development of the Solana blockchain ecosystem. These investments are aimed at expanding Solana's DeFi infrastructure, staking capabilities, and overall ecosystem infrastructure, reflecting increasing confidence and interest from traditional finance and blockchain entities. The funding rounds also highlight strategic efforts to bridge traditional financial markets with blockchain technology, particularly in regions like the Middle East. This influx of capital is poised to accelerate Solana's ecosystem expansion and solidify its position in the competitive blockchain landscape.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of FLock Q2 2025: FLock.io saw significant growth in Q2 2025, with its circulating market cap rising 235% to $30 million and node participation increasing across categories. The platform launched key updates including gmFLOCK staking, AI Arena v2, and new partnerships, while gaining industry recognition through awards and inclusion in CB Insights' AI 100 list. Despite some moderation in submission activity, FLock's ecosystem expansion and strategic developments position it for continued growth in decentralized AI.
🔗 Read Full Report
State of Velo Q2 2025: Velo experienced mixed results in Q2, with modest growth in market cap and transactions but declines in active addresses and TVL. The project made notable ecosystem developments, including partnering with Paxos to integrate USDL as reserve collateral for USDV and releasing a new PayFAi litepaper outlining an updated tokenomics model. Despite challenges, Velo continues to expand its partnerships and refine its infrastructure to bridge traditional finance with Web3 applications.
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🚨 Messari Daily Crypto Update
🗓️ September 18, 2025
1. 📰 Top Stories:
• Ethereum Foundation launches dAI Team to make Ethereum the preferred layer for AI agents. [The Defiant]
• XRP gains attention with new ETFs and futures options launching in September and October. [CoinDesk]
• SEC eases crypto ETF rules, analysts predict doubling of listings within a year. [Protos]
• Prediction platform Kalshi partners with Solana and Base, launches ecosystem hub amid rising trading volumes. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Ethereum's dAI Team impact the future of decentralized AI?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Prediction Markets and Onchain Innovation: Prediction markets are rapidly evolving as a significant interface for crypto, AI, news, and macro insights, with major platforms like Polymarket, Kalshi, Robinhood, and Coinbase leading the expansion. These platforms are experiencing increased trading volumes and are gaining regulatory clarity, which is enabling mainstream adoption and global growth. Partnerships with blockchain ecosystems such as Solana and Base are fostering onchain innovation, while new entrants backed by prominent investors are intensifying competition. As the legal landscape remains complex, prediction markets are poised to become a key component of financial and informational ecosystems, supported by institutional interest and technological advancements.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Aleo Q2 2025: Aleo's Q2 2025 saw mixed results, with declining token price but increased staking activity and private transactions. The network made significant technical progress, upgrading its developer stack and forming key partnerships to enhance infrastructure and interoperability. Despite market challenges, Aleo maintained its focus on advancing privacy-preserving blockchain technology and expanding real-world applications.
🔗 Read Full Report
Moonbeam Q2 2025 Brief: Moonbeam's Q2 2025 saw significant growth in gaming activity, with transactions up 154.8% and unique active wallets increasing 76.1%, driven by new game launches and the Moonbeam Gaming Hub. While financial metrics declined, including an 11.3% drop in GLMR market cap and a 27.7% fall in DeFi TVL, ecosystem development continued with DataHaven's StageNet launch and expanded governance initiatives. The network's future success hinges on maintaining gaming momentum while advancing protocol upgrades and community participation.
🔗 Read Full Report
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🚨 Messari Daily Crypto Update
🗓️ September 16, 2025
1. 📰 Top Stories:
• Ethereum Foundation launches AI initiative to make Ethereum the preferred layer for AI agents. [Blockworks]
• Strive announces board and Bitcoin strategy after merger, including $450M offering and stock buyback. [The Block]
• REX-Osprey launches first XRP ETF in US, debuting this week under ticker XRPR. [The Block]
• PayPal expands peer-to-peer service to include cryptocurrency transfers across multiple platforms. [CoinDesk]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Ethereum's AI initiative impact its role in decentralized technology?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Ethereum's AI Integration: The Ethereum Foundation is actively developing a dedicated AI team to embed artificial intelligence capabilities into the blockchain, aiming to position Ethereum as a leading platform for decentralized AI applications and the emerging AI economy. This initiative focuses on creating standards for AI identity, interoperability, and autonomous transactions, with long-term goals of building a censorship-resistant, open AI infrastructure. By fostering AI development within its ecosystem, Ethereum seeks to prevent monopolization by large corporations and support a decentralized, machine-driven economy. These efforts highlight Ethereum’s strategic move to become a foundational layer for AI-powered services and autonomous digital agents in the future.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of Sei Q2 2025: Sei Network experienced strong growth in Q2 2025, with increases across key metrics including daily active addresses, DeFi TVL, and DEX volumes. The SEI token price rose 63.5% to $0.28, while the network made progress on technical developments like the Giga upgrade and introduced governance improvements. Looking ahead, Sei is positioned for continued momentum with upcoming catalysts like reduced token vesting, a potential ETF, and the launch of Giga.
🔗 Read Full Report
State of ApeCoin Q2 2025: ApeCoin saw a 30.1% increase in market cap and token price in Q2 2025, with DEX volume reaching $16.6 million and staking rewards growing 7.5% QoQ. The quarter was marked by a significant governance shift as AIP-596 was approved, dissolving the ApeCoin DAO and transferring control to ApeCo, a new entity under Yuga Labs, aimed at streamlining operations and strategic development.
🔗 Read Full Report
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• AI Toolkit + API suite
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🚨 Messari Daily Crypto Update
🗓️ September 11, 2025
1. 📰 Top Stories:
• Dogecoin ETF launches, Solana gains momentum, and Ethereum sees validator exits in crypto news. [The Block]
• Figure Technology Solutions prices IPO at $25 per share ahead of Nasdaq listing Thursday. [The Block]
• Crypto market cap stays above $4T as economic data fuels rate cut speculation. [The Defiant]
• SEC chair signals major shift, stating most crypto tokens are not securities. [Blockworks]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Dogecoin's ETF launch impact its market performance?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Tokenized Stock Trading: The financial industry is witnessing a significant shift towards the tokenization of traditional stocks and securities, with major exchanges like NASDAQ and Coinbase seeking regulatory approval to enable blockchain-based trading. While these innovations promise faster settlement, lower costs, and 24/7 trading, they also raise concerns among global regulators about investor protection and market stability, especially given that tokenized equities often lack the legal rights associated with traditional shares. The movement reflects a broader trend of integrating blockchain technology into mainstream finance, aiming to transform securities issuance, ownership, and transfer processes. As institutional support grows and regulatory frameworks evolve, tokenized stock trading is poised to reshape the future landscape of equity markets.
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3. 📚 Must-Read:
State of Rootstock Q2 2025: Rootstock saw significant growth in Q2 2025, with daily active addresses up 65.3% and new user onboarding reaching record highs. DeFi TVL rose 9.8% to $235.9 million, driven by new protocol integrations and ecosystem campaigns. Technical developments included proposals for network upgrades, improved Bitcoin bridging, and the launch of an attestation service, positioning Rootstock for continued expansion of its Bitcoin-secured smart contract capabilities.
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State of Nervos Q2 2025: Nervos Network implemented significant upgrades in Q2 2025, including the Meepo hard fork which improved smart contract capabilities and efficiency. The project shifted focus away from EVM compatibility and cross-chain bridges, instead prioritizing Bitcoin integration and Lightning Network-compatible scaling solutions like the Fiber Network. Despite declining onchain activity and token price, Nervos launched new community initiatives and continued development of its UTXO-based infrastructure.
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🚨 Messari Daily Crypto Update
🗓️ September 08, 2025
1. 📰 Top Stories:
• New exploit targets AI coding tools, potentially compromising Coinbase and other companies using them. [CoinDesk]
• Trump Media acquires $105M in Cronos tokens, partnering with Crypto.com for platform integration. [Blockworks]
• Altcoins rally as DOGE and SUI lead gains, while broader crypto market shows mixed signals. [CoinDesk]
• SEC and CFTC plan joint roundtable to align approaches on DeFi and perpetual contracts. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Trump Media's CRO acquisition impact Cronos token price?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Trump-Backed WLFI Token and Industry Impact: The WLFI token, backed by Donald Trump and his family, has garnered significant attention due to its high valuation, large token supply, and potential influence on retail investors. Its launch and subsequent trading have raised concerns about market manipulation, insider holdings, and the risks associated with meme-inspired tokens. The project exemplifies the growing intersection of political figures and cryptocurrency, highlighting both opportunities and regulatory challenges. As WLFI's market activity unfolds, industry observers remain cautious about its long-term stability and impact on the broader crypto ecosystem.
🔗 Explore all Emerging Topics
3. 📚 Must-Read:
State of GoPlus Q2 2025: GoPlus experienced mixed performance in Q2 2025, with modest market cap growth and increased ecosystem profits, but declining API query volume. The platform expanded its security coverage to new blockchains, launched GoPlus-MCP for LLM integration, and completed a token buyback program. Despite challenges, GoPlus continued to innovate and form strategic partnerships to enhance Web3 security across multiple ecosystems.
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State of Mantle Q2 2025: Mantle Network advanced its "Blockchain for Banking" vision in Q2 2025, launching UR for unified fiat-crypto accounts and MI4 as a $200 million tokenized fund. Despite declines in market cap and network usage, Mantle progressed technologically with EigenDA integration and OP-Succinct development, while core products like mETH Protocol and Function maintained significant TVL, positioning Mantle as a bridge between traditional and decentralized finance.
🔗 Read Full Report
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🚨 Messari Daily Crypto Update
🗓️ September 03, 2025
1. 📰 Top Stories:
• SEC and CFTC announce joint initiative to clarify crypto regulations and promote innovation. [Blockworks]
• Gold hits record $3,500 as investors rotate from Bitcoin to Ethereum amid market shifts. [CoinDesk]
• CleanCore Solutions announces $175M deal to establish Dogecoin treasury; shares tumble 60%. [CoinDesk]
• House of Doge partners with CleanCore to create $175 million Dogecoin digital asset treasury. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might SEC-CFTC collaboration impact crypto regulation and market development?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• US Crypto Regulatory Developments: Recent actions by the CFTC indicate a shift towards clearer and more flexible regulation of crypto exchanges and trading activities in the United States. These developments include allowing offshore and foreign firms to serve US customers under specific registration pathways, reducing barriers for crypto platforms to operate legally within the country. The move aims to promote transparency, responsible innovation, and market access while balancing regulatory oversight. As the regulatory environment evolves, it reflects a broader effort to integrate digital assets into the US financial system with clearer guidelines and pathways for compliance.
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3. 📚 Must-Read:
State of Filecoin Q2 2025: Filecoin's Q2 2025 saw mixed results, with a 13% decline in market cap but strengthening network activity. Daily new storage deals rose 25% to 3.5 PiB and utilization increased to 32%, while key upgrades like Proof of Data Possession (PoDP) and Fast Finality (F3) were implemented. The ecosystem expanded through cross-chain integrations, new developer initiatives, and growing DeFi adoption, positioning Filecoin for further growth in diverse use cases.
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State of XRP Ledger Q2 2025: The XRP Ledger saw significant developments in Q2 2025, including the launch of the XRPL EVM Sidechain and multiple new stablecoins and real-world assets. XRP's market cap grew to $132 billion, maintaining its position as the fourth-largest cryptocurrency, while Ripple's RLUSD stablecoin reached $65.9 million in market cap on the XRPL. With new compliance features and the potential for US spot ETF approval, the XRPL is poised for increased institutional adoption in the latter half of 2025.
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🚨 Messari Daily Crypto Update
🗓️ August 27, 2025
1. 📰 Top Stories:
• Donald Trump Jr. invests in and joins advisory board of prediction markets platform Polymarket. [The Block]
• Bitwise files for first US spot Chainlink ETF, expanding regulated crypto investment options. [Blockworks]
• Stargate community approves $110M token swap with LayerZero amid voting concentration concerns. [The Defiant]
• French chip firm Sequans seeks $200M to expand Bitcoin holdings, aiming for 100,000 coins. [The Defiant]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might Trump Jr.'s involvement impact Polymarket's future growth and regulation?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Prediction Markets Expansion: The crypto space is witnessing a significant push to expand prediction markets, with prominent platforms like Kalshi, Polymarket, and others attracting high-profile investments and strategic partnerships. These platforms aim to leverage blockchain technology and regulatory clarity to grow their onchain presence and develop new markets, including political, sports, and societal events. Influencers and institutional investors are increasingly involved, signaling confidence in prediction markets as a valuable and scalable sector within crypto. As competition intensifies, the focus remains on regulatory compliance, user engagement, and the potential for prediction markets to become a major component of decentralized finance and mainstream betting.
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3. 📚 Must-Read:
State of XRP Ledger Q2 2025: The XRP Ledger saw significant developments in Q2 2025, including the launch of multiple stablecoins and real-world assets, as well as the XRPL EVM Sidechain. XRP's market cap grew to $132 billion, maintaining its position as the fourth-largest cryptocurrency, while regulatory clarity paved the way for potential US spot ETF approval. The network continued to enhance its compliance features and institutional appeal, setting the stage for increased adoption in the latter half of 2025.
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State of Open Campus Q2 2025: Open Campus saw mixed results in Q2 2025, with EDU token price and market cap rising 15.8% despite declining chain activity. Key developments included launching OC Kickstart for rapid app deployment, expanding the Validator Program to over 35 members, and granting $10 million to Pencil Finance for student lending. While transaction volumes and user activity decreased post-launch, the ecosystem continued to grow through partnerships, hackathons, and infrastructure improvements.
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4. 🎧 [New Release] Helium Revenue Burn, Fed Pivot, and Prediction Markets
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🚨 Messari Daily Crypto Update
🗓️ August 21, 2025
1. 📰 Top Stories:
• UK sanctions Russian-linked crypto exchanges and individuals to combat sanctions evasion efforts. [Protos]
• Bipartisan support for a crypto market structure bill faces challenges, senators and SEC chair say. [Blockworks]
• Hyperbeat raises $5.2M to develop yield infrastructure for Hyperliquid decentralized exchange ecosystem. [CoinDesk]
• DBS Bank issues tokenized structured notes on Ethereum, available through licensed digital exchanges. [The Defiant]
🔗 Today's Top News
🤖 Ask Copilot:
• "How might these UK sanctions impact Russia's use of crypto networks?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Crypto Political Influence and Industry Movements: The headlines highlight significant political and financial activities involving prominent crypto figures, including investments in mining firms linked to political families and substantial donations to partisan PACs supporting specific candidates and policies. These actions reflect a strategic effort by industry leaders to shape regulatory environments and influence legislation in favor of crypto interests. The involvement of high-profile entrepreneurs like the Winklevoss twins underscores the growing intersection between crypto finance, politics, and policy advocacy. Overall, these developments demonstrate how political alignment and industry investments are increasingly intertwined within the crypto space.
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3. 📚 Must-Read:
State of Ethereum Q2 2025: Ethereum showed signs of recovery in Q2 2025, with ETH price rebounding 37% and institutional interest growing through ETF inflows and corporate treasury strategies. The network implemented the Pectra upgrade, enhancing scalability and user experience, while Layer 2 solutions continued to gain traction. Despite challenges in fee sustainability and competition from other chains, Ethereum reinforced its position as the central hub for DeFi, stablecoins, and modular scaling.
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State of Fuel Q2 2025: Fuel Network made significant progress in Q2 2025, launching its first liquid staking protocol The Rig and implementing major sequencer upgrades to improve efficiency and developer flexibility. Despite a decline in market cap and onchain activity, the network expanded its ecosystem through partnerships, infrastructure integrations, and developer programs like Fuel Forge I, positioning itself for future growth in high-performance blockchain applications.
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🚨 Messari Daily Crypto Update
🗓️ August 19, 2025
1. 📰 Top Stories:
• ETH nears all-time high after $1B ETF inflows, while BTC hits new record. [Chainwire]
• Qubic's claimed 51% attack on Monero exaggerated, now targeting Dogecoin for mining dominance. [Protos]
• Former biotech firm rebrands as ETHZilla, pivots to Ethereum accumulation with $419M ETH holdings. [The Defiant]
• South Korea halts crypto lending services on exchanges pending regulatory guidelines. [The Block]
🔗 Today's Top News
🤖 Ask Copilot:
• "What are the implications of Qubic's mining dominance for Monero's security?" See Copilot's Response
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2. 📈 Emerging Topic Deep-Dive:
• Ethereum Price Outlook: The headlines reflect a cautious yet optimistic outlook on Ethereum's future, highlighting strong institutional demand, ETF interest, and ecosystem expansion that could drive significant price increases by 2028. However, they also point to challenges such as revenue loss from Layer 2 solutions, profit-taking by major players like Coinbase, and structural declines that have led to lowered price targets. The ongoing impact of Layer 2 adoption and network upgrades are central themes influencing Ethereum's market trajectory. Overall, the narrative balances potential growth with concerns over revenue erosion and market share decline, shaping a complex outlook for Ethereum's valuation in the coming years.
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3. 📚 Must-Read:
State of Marinade Q2 2025: Marinade Finance expanded its staking offerings in Q2 2025, with Marinade Native becoming its largest product by TVL and the launch of Marinade Select for institutional clients. While protocol revenue declined due to lower validator bidding activity, the Marinade DAO remained active in governance, advancing proposals for MNDE buybacks, migration incentives, and staking rewards tied to governance participation. These efforts, along with ongoing upgrades to the Stake Auction Marketplace and validator accountability measures, aim to strengthen Marinade's position in both DeFi and institutional staking markets.
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State of Solana Q2 2025: Solana's ecosystem saw mixed results in Q2 2025, with DeFi TVL growing 30.4% to $8.6 billion despite declines in Chain GDP and DEX volumes. Infrastructure improvements continued, including progress on the Firedancer client and the announcement of Alpenglow, a new consensus protocol aiming for sub-second finality. SOL's market cap increased 29.8% to $82.8 billion, bolstered by the launch of the first U.S.-approved SOL staking ETF.
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