Neobanks are turning from a meta into a narrative, and Plasma is at the forefront of it. The second-order effects of the neobank narrative is the expansive ecosystem of DeFi that will put your capital to work and offer higher yields compared to traditional High-Yield Savings

There’s a lot going on in the market and Q4 is about to be glorious. But don’t forget to take the time and touch some grass my dear anon. Beautiful round of golf to cap off a great weekend. Back to it now.

messari mafia a tribute to those who reason, believe and coordinate to see what the rest of u can't

I think the incredible early success of Plasma is ironically the best case study for why L2 architectures are superior. I know this seems awfully counterintuitive (and self-serving) so let me explain. Plasma has done a historic job in go-to-market and launch work. I don’t

Attention Defi Enjoyers! Maple is ending Q3 with a record $4.17B in AUM! This represents +23.26% growth on the monthly and a staggering +1000% growth this year! Here's why these numbers are exploding and why Q4 looks insanely bullish... (cont)...

Check out my Two Bits on USDai in our Unqualified Opinions Newsletter! messari.io/newsletter/unq… via Messari

Good game everyone

Q3 is officially wrapped, and Maple once again delivered || Maple Over the quarter, Maple achieved: ▫️$4B TVL, hitting the target one quarter ahead of schedule ▫️Consecutive ATH revenue, closing Q3 at $1.5M (+265% YTD) ▫️$200M filled with Plasma’s integration

I gave Messari alpha chat $weed at $1.8m mcap for a 44x. I gave you $weed at $3m mcap, for a 27x in 14 hours. Don't fade the Messari Mafia.

I don’t think people realize how bullish $AVAX is. I’ve been accumulating since April and I believe an institutional run is coming. Here’s why:🔺 1. Institutions and HNWI individuals that missed $ETH or $SOL are looking for the next play. $AVAX checks the boxes with strong

.Numerai's $NMR spiked 190% after J.P. Morgan Asset Management's $500M commitment. within 24 hours: > $NMR market cap rose from $60M to $174M > trading volume spiked to $1.24B, up from $5-10M daily in prior weeks but, is $NMR's current price justified by the fund’s trajectory or has price run

x.com/i/article/1973…

Perps were the first “trillions”

.RAILGUN - Private & Anonymous DeFi ( $RAIL ) has emerged as one of Ethereum’s leading privacy solutions. In 2025, Railgun's monthly volume averaged $151.4M, with TVL climbing to $87.8M, approaching ATHs. As the Ethereum Foundation makes privacy a core priority, it’ll be worth watching how they

ETH DATs have flipped BTC DATs in terms of percent of total supply held. Tom Lee's Bitmine (NYSE-BMNR) $ETH stacked an impressive 1.5 million ETH during September, reaching 44% of its target of 5% of the ETH supply. ETH has been desperately looking for marginal buyers, and now it has a number

1) A Valuation of Numerai Key takeaways from my latest Messari report I built a model that shows $NMR could rerate xx% higher, with upside of xxx% in the right conditions. Here’s how the decentralized hedge fund stacks up 🧵👇

Van Eck registers Lido staked Ethereum ETF shortly after my tweet. You are not prepared for ETH szn my dear anon.

Blessed to be featured on this mornings Daily Degen by the goated rektdiomedes. Hands down, my favorite daily read in the morning to keep me up to date with the crypto markets. Very cool to see my own work on display within it!

Fuck it, Tulip Mode