# ![@0xCryptoSam Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1466127492176044035.png) @0xCryptoSam Sam

Sam posts on X about crypto, hyperliquid, defi, the most the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1466127492176044035/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1466127492176044035/c:line/m:interactions.svg)

- [--] Week [-------] -10%
- [--] Month [-------] +19%
- [--] Months [----------] +450%
- [--] Year [----------] +1,358%

### Mentions: [--] [#](/creator/twitter::1466127492176044035/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1466127492176044035/c:line/m:posts_active.svg)

- [--] Week [--] +17%
- [--] Month [---] +11%
- [--] Months [---] +126%
- [--] Year [---] +217%

### Followers: [-----] [#](/creator/twitter::1466127492176044035/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1466127492176044035/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +2.90%
- [--] Months [-----] +101%
- [--] Year [-----] +353%

### CreatorRank: [-------] [#](/creator/twitter::1466127492176044035/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1466127492176044035/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  45.19% [cryptocurrencies](/list/cryptocurrencies)  29.63% [exchanges](/list/exchanges)  #6259 [technology brands](/list/technology-brands)  13.33% [stocks](/list/stocks)  6.67% [social networks](/list/social-networks)  3.7% [events](/list/events)  0.74% [automotive brands](/list/automotive-brands)  0.74%

**Social topic influence**
[crypto](/topic/crypto) #2599, [hyperliquid](/topic/hyperliquid) #351, [defi](/topic/defi) #2687, [the most](/topic/the-most) 10.37%, [perps](/topic/perps) 8.89%, [the only](/topic/the-only) 8.15%, [bitcoin](/topic/bitcoin) 6.67%, [xpl](/topic/xpl) 6.67%, [staking](/topic/staking) 6.67%, [future](/topic/future) 5.93%

**Top accounts mentioned or mentioned by**
[@messaricrypto](/creator/undefined) [@coredaoorg](/creator/undefined) [@therollupco](/creator/undefined) [@etherfi](/creator/undefined) [@heyanonai](/creator/undefined) [@multiversx](/creator/undefined) [@aiwayfinder](/creator/undefined) [@0xfishylosopher](/creator/undefined) [@kunalgoel](/creator/undefined) [@charliemmonger](/creator/undefined) [@kelxyz](/creator/undefined) [@nanitheheck](/creator/undefined) [@inversebrah](/creator/undefined) [@bobajeanjacques](/creator/undefined) [@x256xx](/creator/undefined) [@capradavis](/creator/undefined) [@lucaskozinski](/creator/undefined) [@danielesesta](/creator/undefined) [@archntwrk](/creator/undefined) [@murrlincoln](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Plasma (XPL)](/topic/$xpl) [Pump.fun (PUMP)](/topic/pumpfun) [Hyperliquid (HYPE)](/topic/$hype)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Excellent breakdown of crypto neobanks by @0xfishylosopher. There are 20+ crypto neobanks all essentially building the same product - differentiation is more critical than ever. The clearest opportunities: (1) small geographic monopolies through stablecoin banking or (2) novel credit primitives such as undercollateralized lending models or unique private credit opportunities. https://t.co/CUVPOihevV https://t.co/CUVPOihevV"  
[X Link](https://x.com/0xCryptoSam/status/2021691049668714684)  2026-02-11T21:01Z [----] followers, 67.8K engagements


"the most recognizable chart in crypto history"  
[X Link](https://x.com/0xCryptoSam/status/1910806256308150572)  2025-04-11T21:24Z [----] followers, 201.5K engagements


"Absolutely no one is pricing in this scenario rn btw. JUST IN: President Trump says he is considering $1000 - $2000 stimulus checks for all taxpayers using tariff revenue. JUST IN: President Trump says he is considering $1000 - $2000 stimulus checks for all taxpayers using tariff revenue"  
[X Link](https://x.com/0xCryptoSam/status/1973863326217273598)  2025-10-02T21:31Z [----] followers, 10.2K engagements


"DePIN tokens had a shit year. The sector is down 80% and leading tokens trade at single-digit multiples. And yet in 2025: DePIN revenue hit ATHs in [----] ($72m) DePIN fundraising hit an ATH ($1b) New sub-sectors such as InfraFi (e.g. USDai DayFi) emerged The leading DePINs are now real profitable and growing onchain businesses. The market is not reflecting that. Check out State of DePIN just dropped today. Good alpha to start your year. State of DePIN [----] is out now. No fluff this year - we dig into whats working what clearly isnt and why DePIN is not dead but just getting started. Full"  
[X Link](https://x.com/0xCryptoSam/status/2016555508698656985)  2026-01-28T16:54Z [----] followers, [----] engagements


"@ThinkingUSD"  
[X Link](https://x.com/0xCryptoSam/status/2017715346669519218)  2026-01-31T21:43Z [----] followers, [---] engagements


"@loraclexyz Easy to say today. If 90% of gamblers left tomorrow crypto would still come back stronger next cycle just like it has Every. Single. Time. Do not confuse what today looks like vs the future. I have no opinion on whether Bitcoin is entering a bear phase or not but here are some things people say in every bear market that have been proven wrong every time: 0/ I have no opinion on whether Bitcoin is entering a bear phase or not but here are some things people say in every bear market that have been proven wrong every time: 0/"  
[X Link](https://x.com/0xCryptoSam/status/2017716198943646039)  2026-01-31T21:46Z [----] followers, 16.1K engagements


"This could be very bullish for pre-IPO trading on Hyperliquid. Were about to see the most news-driven IPO cycle ever (OpenAI SpaceX Anthropic). They'll become some of the largest most important companies of all time. There will undoubtedly be demand to bet on those markets but the fundamental flaw for pre-IPO perps is that they rely on sketchy unverified private data. Its too risky for both makers and takers to get involved at scale. Prediction markets solve the oracle problem entirely. No oracles no liquidation risk less incentive for toxic flow. I could even see a world where pre-IPO perps"  
[X Link](https://x.com/0xCryptoSam/status/2018367375553232995)  2026-02-02T16:54Z [----] followers, 20.9K engagements


"@smyyguy This + Morpho RWA collateral approaching $1b + Kamino TVL at ATHs + Securitize IPO soon. RWA szn is upon us"  
[X Link](https://x.com/0xCryptoSam/status/2018421635217309996)  2026-02-02T20:29Z [----] followers, [---] engagements


"@TraderNoah Whats the case for it being overvalued It trades around the same multiple as HOOD with arguably more upside bc of the regulatory obstacles for trad exchanges to launch perps on crypto and RWAs"  
[X Link](https://x.com/0xCryptoSam/status/2018499830650167594)  2026-02-03T01:40Z [----] followers, [----] engagements


"@ether_fi Bullish"  
[X Link](https://x.com/0xCryptoSam/status/2019252890020487523)  2026-02-05T03:32Z [----] followers, [---] engagements


"ETH at $250 billion is insane. It's worth at least $100 billion"  
[X Link](https://x.com/0xCryptoSam/status/2019478075969294656)  2026-02-05T18:27Z [----] followers, [----] engagements


"Gotta be some of the most disrespectful price action I've ever seen"  
[X Link](https://x.com/0xCryptoSam/status/2019508470647779832)  2026-02-05T20:28Z [----] followers, [----] engagements


"Why would I ever want to hold ENA if its primary purpose is to be dumped to incentivize people to hold USDe Unless a significant portion of yield or revenue is driven to programmatically and perpetually buyback the token its fundamentally the lowest tranche asset in the ecosystem and should trade at a significant discount (it doesnt). https://twitter.com/i/web/status/2019650110087401728 https://twitter.com/i/web/status/2019650110087401728"  
[X Link](https://x.com/0xCryptoSam/status/2019650110087401728)  2026-02-06T05:51Z [----] followers, [---] engagements


"@dcfgod I like Ethereum. I like that its sufficiently decentralized and decently performant with rollups. I also recognize ETH is insanely overvalued and a weak SoV propped up on lindyness and unsophisticated investor alignment. Would love to hear a convincing argument otherwise"  
[X Link](https://x.com/0xCryptoSam/status/2019653978808615317)  2026-02-06T06:06Z [----] followers, [----] engagements


"@Artem_Oak imo Ethena has a responsibility to cater towards ENA holders which should be a form of pseudo-equity and devaluing it for USDe is essentially a rug pull"  
[X Link](https://x.com/0xCryptoSam/status/2019792504409801104)  2026-02-06T15:17Z [----] followers, [--] engagements


"Hyperliquids HIP3 silver perp cleared the most volatile silver regime in DECADES without halting and with tight topofbook pricing for the dominant retail and midsized flow Still the HIP-3 constraint is capacity; the venue handles smalltomid clips well but largeclip execution remains materially limited relative to COMEX depth. Fantastic coverage by @shaundadevens on HL's silver market. An incredible accomplishment barely a month after listing. https://t.co/ymM9sKTGsx https://t.co/ymM9sKTGsx"  
[X Link](https://x.com/0xCryptoSam/status/2019826089477177407)  2026-02-06T17:30Z [----] followers, 13.9K engagements


"Messari has published [--] consecutive quarterly reports for @Helium all expertly authored by @NaytheForceBwU (who also handles our Solana coverage). We started trailblazing crypto investor relations [--] years ago when no one else cared. While its great to see others in the space now taking IR seriously in [----] I want to acknowledge the massive effort our team has put in across multiple cycles to make financial reporting a standard in this industry. JR is right - it's time to hold projects to a much higher standard. Hold projects accountable request regular financial reporting ask for webinars and"  
[X Link](https://x.com/0xCryptoSam/status/2019951742331302026)  2026-02-07T01:49Z [----] followers, [----] engagements


"1) HL perps - We dont give enough credit to perps for being significantly less convoluted than futures. no contract size no minimum tick size no trading hours (gap risk) much cleaner UIUX. atp you can trade the most popular retail stocks and commodities. 2) fomo - fun to trade with friends even more fun to track users at the top of the leaderboard. best chain abstracted experience in crypto. 3) DefiLlama revenue dashboard - this is anecdotal but for whatever reason the first assumption everyone outside of crypto makes is that these companies dont generate significant revenue. I think they"  
[X Link](https://x.com/0xCryptoSam/status/2020520643758813201)  2026-02-08T15:30Z [----] followers, [----] engagements


"Total failure across the board stablecoin issuance and transfer volume hitting ATHs [--] yr ago app revenue hitting ATHs [--] yr ago RWA preps doing $3b [--] hr vol less than 30d after listing crypto apps generating revenue at unprecedented velocity (HL axiom pumpfun Jupiter) prediction market volume up 2x Ethereum TVL at ATHs The only failure is token price and most deserve to trade like shit tbh. The underlying protocols themselves have never looked healthier and the products never more ready for retail. https://twitter.com/i/web/status/2020540935189197074"  
[X Link](https://x.com/0xCryptoSam/status/2020540935189197074)  2026-02-08T16:51Z [----] followers, [----] engagements


"This is why I find the Hourglass soft-fork proposal (BIP360) so interesting. It limits how many Satoshi-era coins can be sold in a given day meaning quantum computers will have to compete every day to hack a small amount of coins. It creates a unique opportunity to make quantum productive and release Satoshis coins in a distributed way. Thats the best proposal Ive seen yet (Im no quantum expert just smooth brain). https://twitter.com/i/web/status/2020874074931524072 https://twitter.com/i/web/status/2020874074931524072"  
[X Link](https://x.com/0xCryptoSam/status/2020874074931524072)  2026-02-09T14:55Z [----] followers, [---] engagements


"@kunalgoel should founders/a project be beholden to speculators on a market they did launch and/or authorize if anything i think there should be backlash on HL for listing the market in the first place (like Polymarket + MetaDAO) just a vehicle for insider trading"  
[X Link](https://x.com/0xCryptoSam/status/2020887513812930836)  2026-02-09T15:48Z [----] followers, [---] engagements


"Hyperliquids Silver market is the most demand weve ever seen for RWAs onchain. Check out the recent @MessariCrypto podcast for my thoughts on HIP-3 HIP-4 HYPEs uncorrelated price action and where we go from here"  
[X Link](https://x.com/0xCryptoSam/status/2020961062384975879)  2026-02-09T20:40Z [----] followers, [----] engagements


"@CharlieMMonger @frankdegods Agents are fundamentally different than people though. They dont operate on instinct they operate on code. Which is why I would think the risk profile is completely different"  
[X Link](https://x.com/0xCryptoSam/status/2021012588713165163)  2026-02-10T00:05Z [----] followers, [--] engagements


"@neuralunlock 100% agreed. Id assume most people write this off bc Mr. Beastms audience is primarily Gen Z but theyre underestimating the sheer size of his distribution the consumer behavior of those users and his business saavy. @kelxyz_ @mtndrew Some napkin math: Mr Beast has [---] million subscribers. Say 30% of them are 18-35. Thats [---] million users. Lets say the average liquid net worth for this range is $50k. Say 0.1% of them use Beast Bank (Im imagining the Disney adult archetype here lol). Thats $6.8 billion. @kelxyz_ @mtndrew Some napkin math: Mr Beast has [---] million subscribers. Say"  
[X Link](https://x.com/0xCryptoSam/status/2021076200136053137)  2026-02-10T04:18Z [----] followers, [----] engagements


"@NaniTheHeck quantum not so threatening anymore"  
[X Link](https://x.com/0xCryptoSam/status/2021215173206331846)  2026-02-10T13:30Z [----] followers, [---] engagements


"@beaverd @bubblemaps @inversebrah"  
[X Link](https://x.com/0xCryptoSam/status/2021228998802526400)  2026-02-10T14:25Z [----] followers, [---] engagements


"Maple**** not Morpho"  
[X Link](https://x.com/0xCryptoSam/status/2021401604424073459)  2026-02-11T01:51Z [----] followers, [---] engagements


"@bobajeanjacques you occupy a bit too much mindshare 😭😂 Maple**** not Morpho Maple**** not Morpho"  
[X Link](https://x.com/0xCryptoSam/status/2021585528588472520)  2026-02-11T14:02Z [----] followers, [--] engagements


"@x256xx @0xfishylosopher "grow" exists on a spectrum from t-bill yield to casino. that's all he's claiming - it's not in support of pushing pumpfun as a way to grow your money just an acknowledgement of where users are today"  
[X Link](https://x.com/0xCryptoSam/status/2021692762395959398)  2026-02-11T21:08Z [----] followers, [---] engagements


"@kelxyz_ i have fomo (im going to eth denver)"  
[X Link](https://x.com/0xCryptoSam/status/2021779319295545709)  2026-02-12T02:52Z [----] followers, [--] engagements


"@Melt_Dem Whats the incentive for Trump to pardon"  
[X Link](https://x.com/0xCryptoSam/status/2022103327648198794)  2026-02-13T00:19Z [----] followers, [--] engagements


"@Marczeller do you have a counterproposal that leaves the DAO with 100% of future protocol revenue and the Labs feeling properly incentivized the existing proposal still seems like a good long-term outcome for tokenholders"  
[X Link](https://x.com/0xCryptoSam/status/2022044214331351488)  2026-02-12T20:24Z [----] followers, [---] engagements


"Soon Hyperliquid will have a wide selection of spot and perpetual RWAs to complement their crypto listings. And then theyll have crypto and equity options. And then theyll have prediction markets and sports betting. And then theyll have native borrowing and lending on HyperCore. Theyll have a wider selection of assets with deep liquidity than any other traditional or crypto exchange in the world. Seems CT is finally coming to the conclusion that Hyperliquid truly can house all of finance. https://twitter.com/i/web/status/2018498904124174392 https://twitter.com/i/web/status/2018498904124174392"  
[X Link](https://x.com/0xCryptoSam/status/2018498904124174392)  2026-02-03T01:36Z [----] followers, 18.2K engagements


"Restaking was always just tokenized private credit under a different name. The concept is directionally correct but we were providing poorly underwritten loans to the wrong parties (high-risk AVSs). Very bullish on crypto-backed mortgages and @ether_fi Crypto-backed mortgages are finally a reality. Ownership is why crypto started. Historically using DeFi to solve a real-world need was risky. The OWN +@Aave +@ether_fi +@Safe integration changes that Welcome to DeFis real-world transition endgame: DeFi mortgages 1/5 🧵 👇 https://t.co/l3wULAhxKD Crypto-backed mortgages are finally a reality."  
[X Link](https://x.com/0xCryptoSam/status/2019254145488711933)  2026-02-05T03:37Z [----] followers, [----] engagements


"@Defi_Warhol @ether_fi The replies to this tweet tell me there are 20+ companies actively pursuing or who already have built this product. The question is what makes one stand out"  
[X Link](https://x.com/0xCryptoSam/status/2021680407821820001)  2026-02-11T20:19Z [----] followers, [---] engagements


"Great to see Aave Labs reach the right conclusion: redirecting revenue back to the Aave DAO. @capradavis and I recommended this approach in our Messari report a few months ago. The next step is for the DAO to build a sustainable framework that keeps Labs incentivized as a core service provider. If this proposal passes $AAVE tokenholders finally get a much clearer view of value accrual and the economic relationship between DAO and Labs. Today we are proposing the Aave Will Win Framework a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a"  
[X Link](https://x.com/0xCryptoSam/status/2022034621056032902)  2026-02-12T19:46Z [----] followers, [----] engagements


"@dwr @inversebrah"  
[X Link](https://x.com/0xCryptoSam/status/2022451947912204464)  2026-02-13T23:24Z [----] followers, [---] engagements


"Lighter perp volume is falling off a cliff right now. It shouldn't be a surprise given that the $LIT airdrop is expected any day now so the initial farming period is almost over. So what happens next Whether volume returns to Hyperliquid or goes off to farm the next project I'm unsure. But if I had to guess what happens next I'd say: $LIT airdrop gets dumped token settles between $1-2B FDV. $HYPE relative outperformance once people realize Lighter doesn't pose an actual threat to their market dominance + HL doesn't need to cut fees anytime soon. Vanilla perp DEX meta dies down once people"  
[X Link](https://x.com/0xCryptoSam/status/2005720852344578211)  2025-12-29T19:21Z [----] followers, 69.7K engagements


"If you're betting on $ENA the bet is that TradFi will want to move further out on the risk curve for stablecoins and they'll express that with onchain stables over DeFi. But there's a lot to consider here. We can largely assume $ENA's $3.5B market cap (an $8B val) is from liquid funds and CT so the hope in a pump from here is: 1) TradFi does move out on the risk curve for stablecoins (reasonable IMO) 2) TradFi bids stable tokens over DeFi (reasonable IMO) 3) Stable-related tokens can carry a similar premium to CRCL based on expected growth (reasonable IMO) 4) ENA is the bid and not SKY XPL"  
[X Link](https://x.com/anyuser/status/1948760516031078625)  2025-07-25T15:01Z [----] followers, 71.5K engagements


"My refresher thesis on XPL: $2 (20b fdv) looks likely on a short time frame. May extend my targets a little higher but def a major TP point for many. The longer major PA stays depressed the more attention on XPL so hoping for more sideways in the near future. I no longer believe XPL is just the trade of the week. I expect a new sector (Neobank) to emerge as key trend which will continue through Q4 into [----]. The timing of Plasma and other Tether chains like Stable launching interest rates coming down meaning HYSAs lose their HY and the stablechain wars heating up (including Tempo Arc and"  
[X Link](https://x.com/anyuser/status/1972000697773142440)  2025-09-27T18:09Z [----] followers, 151.6K engagements


"You could probably create a very successful small fund based on mispriced DeFi alternative investments (i.e. Pendle Markets Prediction Markets trading perps funding rates). Anything that's too complicated for the average user to understand but still has significant retail flow. Who's doing this https://twitter.com/i/web/status/1986256652048163235 https://twitter.com/i/web/status/1986256652048163235"  
[X Link](https://x.com/anyuser/status/1986256652048163235)  2025-11-06T02:17Z [----] followers, 15.2K engagements


"The Anatomy of a Crypto Neobank Neobanks disrupted the financial sector by removing physical branches and prioritizing a superior mobile-first user experience. Their rise was fueled by consumer demand for lower fees instant access http://x.com/i/article/1998394762567507968 http://x.com/i/article/1998394762567507968"  
[X Link](https://x.com/anyuser/status/1998421011352498535)  2025-12-09T15:54Z [----] followers, 137.4K engagements


"Silver did $3B in volume on Hyperliquid today. Meanwhile the CME traded 275k contracts ($130B notional). Hyperliquid just captured 2% of the world's primary silver market for an asset it listed [--] days ago. Insanity"  
[X Link](https://x.com/0xCryptoSam/status/2017319218874913060)  2026-01-30T19:29Z [----] followers, 291K engagements


"Some thoughts on tokenized private credit. Morpho has done an outstanding job proving demand for private credit. But they're model is monolithic and underwriting is currently done by the team. Imagine a world where the rails to launch tokenized private credit opportunities existed AND curators can underwrite unique risk profiles in a modular manner (similar to the Morpho model). Sam Ruskin uses the Aave-to-Morpho evolution to explain what's next for private credit. https://t.co/LdUgBMzkfB Sam Ruskin uses the Aave-to-Morpho evolution to explain what's next for private credit."  
[X Link](https://x.com/0xCryptoSam/status/2021345082897727987)  2026-02-10T22:06Z [----] followers, [----] engagements


"@coinbase chat how cooked am i if i prefer subway surfer brainrot earnings calls"  
[X Link](https://x.com/0xCryptoSam/status/2022165488588272118)  2026-02-13T04:26Z [----] followers, [----] engagements


""The budget asked is for future developments at both the protocol and product level. These funds are needed to try to compete at a higher scale than the current defi landscape." The DAO should consistently be funding Labs not just via a single lump sum. And the decision should be made by the DAO not Labs"  
[X Link](https://x.com/0xCryptoSam/status/2022312668753740116)  2026-02-13T14:11Z [----] followers, [---] engagements


"Dropping a valuation on ETHFI next week. It will be a sum-of-parts style valuation assessing etherfi's [--] core business lines: Stake Liquid and Cash (the card). This report also aims to evaluate how crypto neobanks can accrue value and what strategies are worth pursuing"  
[X Link](https://x.com/0xCryptoSam/status/2022730492102185188)  2026-02-14T17:51Z [----] followers, [----] engagements


"@DougieDeLuca @pear_protocol isn't taking a pair trade on pear more or less the same as just going long and short on HL i get that its simpler with pear but what's to stop HL from just integrating this feature themselves rendering pear irrelevant"  
[X Link](https://x.com/0xCryptoSam/status/2022844841479278659)  2026-02-15T01:26Z [----] followers, [---] engagements


"@LucasKozinski Its an unpaid report and I dont hold any ETHFI right now"  
[X Link](https://x.com/0xCryptoSam/status/2022854659136716843)  2026-02-15T02:05Z [----] followers, [--] engagements


"BTCFi is heating up 🔥 @Coredao_Org marks a record quarter for DeFi on Bitcoin in Q2. Highlights: - TVL 1032% - Revenue 185% - Non-custodial BTC staking launched in April along with the first native yield-bearing BTC ETP - Sparks Incentives launched in May"  
[X Link](https://x.com/anyuser/status/1836471980637249972)  2024-09-18T18:26Z [----] followers, 21.6K engagements


"1/ 🧵I recently covered @MultiversX in the latest @MessariCrypto report. Here's a thread breaking down why you should pay attention to their network. MultiversX is an L1 designed to improve scalability security and interoperability through a few key technological differences"  
[X Link](https://x.com/anyuser/status/1853879313214357638)  2024-11-05T19:17Z [----] followers, 26.5K engagements


"1/ 🧵 I recently covered @Coredao_org for @MessariCrypto. Here's a thread covering some of the highlights from Q3. Key Metrics: - TVL 509% - CORE and BTC Staked 56% - Avg Daily Active Addresses 49% - Core announced Dual Staking and LstBTC which will go live in Q4"  
[X Link](https://x.com/anyuser/status/1859285332618834287)  2024-11-20T17:19Z [----] followers, [----] engagements


"1/ 🧵 I recently covered @MultiversX for @MessariCrypto. Here's a thread covering some important metrics from Q3. Key Updates: - DeFi TVL 23% - Total Staked EGLD 0.4% - First Sovereign Chain goes live on testnet (@OneFinityChain) - Spica Upgrade passed with 99% approval"  
[X Link](https://x.com/anyuser/status/1864759197037985845)  2024-12-05T19:50Z [----] followers, [----] engagements


"DeFAI's market cap is under $1 billion but I anticipate it could reach $25$50 billion by the end of [----]. Here's why: In his DeFAI manifesto @danielesesta highlighted how AI can drive a DeFi renaissance by tackling challenges like cross-chain fragmentation liquidity and user experience. Even before "DeFAI" was coined projects like @griffaindotcom @neur_sh @AIWayfinder and @HeyAnonai have been racing to launch usable products"  
[X Link](https://x.com/anyuser/status/1876654799355048153)  2025-01-07T15:39Z [----] followers, 144.2K engagements


"The fact that there's even a chance @AIWayfinder and DeFAI could be responsible for producing the Google of crypto is unbelievably bullish and the entire sector market cap is $1b. Consider what search engines did for the internet economy. Before search engines only a very small portion of the internet was readily accessible. Today you can access the entire internet anytime in seconds and by proxy pretty much any person/business/information. In [----] total e-commerce sales were estimated at $26 billion equivalent to less than 1% of retail sales. In [----] e-commerce sales are expected to total $6"  
[X Link](https://x.com/anyuser/status/1878662307330318340)  2025-01-13T04:36Z [----] followers, 10.4K engagements


"1/ The DeFAI protocol @orbitcryptoai (GRIFT) bridges key crypto sectors like interoperability and intents but is valued solely as a DeFAI platform. Its agent-solver network built by @sphereone_ could be a major competitive moat. Now valued at $70M up 63% this week Orbit and SphereOne fit DeFAI intents and interoperability categories yet only DeFAI seems priced into GRIFT"  
[X Link](https://x.com/anyuser/status/1878814351626240024)  2025-01-13T14:40Z [----] followers, 40K engagements


".@danielesesta just announced the most consequential update for @HeyAnonai to date and it's the first major sign they're going to compete with @AIWayfinder on agent infrastructure. The future of DeFAI rests on being able to access any DeFi protocol on any chain in seconds. Just like I can Google any website and get there in seconds. This is a big step towards achieving that vision. https://t.co/R4Z4InR2DB https://t.co/R4Z4InR2DB"  
[X Link](https://x.com/anyuser/status/1878837450157478051)  2025-01-13T16:12Z [----] followers, 17.1K engagements


"The goal of @HeyAnonai is to be able to find any project and transact on any blockchain in seconds. People are so caught up in debating natural language interfaces that they're missing the bigger picture. The first search engine released [--] years after the Internet was invented. Do you think anyone then imagined how pivotal search engines would become in [----] Take a step back and realize how early we are not just in DeFAI but in crypto as well. There's still so much to improve on so invest in protocols like @HeyAnonai tackling the biggest challenges with novel solutions"  
[X Link](https://x.com/anyuser/status/1879287495575146950)  2025-01-14T22:00Z [----] followers, [----] engagements


"I am more bullish on $FARTCOIN than I am any other coin in crypto right now. When memes are up Fartcoin pumps. When AI is up Fartcoin pumps. We are in a narrative-driven alt season and the only two narratives with any real bones right now are AI and memes. On top of that no other narrative has nearly as much blind morale (@DipWheeler @tflo__ @__bleeker @chumbawamba22 etc.). Beyond PA: Fartcoin has way more global appeal than any other blue-chip memecoin. You don't need to be chronically online to get the joke. It's been discussed on mainstream media and by TradFi on multiple occasions. No T1"  
[X Link](https://x.com/anyuser/status/1881755248517337121)  2025-01-21T17:26Z [----] followers, 16.2K engagements


"There are three parts to a crypto "super-app": [--]. Abstraction [--]. Interoperability [--]. Productivity It is not enough to mash everything together on one website and call it "seamless" when I still need to understand how USDT on Solana differs from USDT on Ethereum. It needs to just be USDTanything more complicated than that is immediately disqualified as an abstraction solution. @HeyAnonai understands the vision: [--]. Abstraction is achievable through a natural language interface. [--]. Interoperability is achievable through the Automate Framework. [--]. Productivity is achievable through superior"  
[X Link](https://x.com/anyuser/status/1881806869528027244)  2025-01-21T20:51Z [----] followers, 19.8K engagements


"1/ 🧵@Coredao_org capped off a record [----] with some ATHs in Q4. I covered everything you need to know in the new @MessariCrypto report Key Insights: - DeFi TVL90% QoQ to $812m. - CORE and BTC Staked31% QoQ to $730.5m. - Fees97% QoQ to $235k. - Fusion Upgrade went live with the launch of Dual Staking and (soon) LstBTC"  
[X Link](https://x.com/anyuser/status/1882494280079454242)  2025-01-23T18:23Z [----] followers, 49.3K engagements


"1/ Improved reasoning from @AskVenice and @deepseek_ai has yet to be priced into DeFAI protocols and it may be the highest-impact upgrade we've seen yet. Heres a breakdown of the DeFAI stack and how it fits into DeFAIs broader vision:"  
[X Link](https://x.com/anyuser/status/1885056728615604720)  2025-01-30T20:05Z [----] followers, 104.8K engagements


"DeFAI: Achieving The Efficiency Frontier A reflection on my and @SteimetzKinji's latest Messari Report: DeFAI: The Efficiency Frontier Amid the recent AI agent frenzy DeFAI distinguishes itself by offering a refined (and familiar) http://x.com/i/article/1887156994689077248 http://x.com/i/article/1887156994689077248"  
[X Link](https://x.com/anyuser/status/1887181735768559775)  2025-02-05T16:49Z [----] followers, 46.5K engagements


"1/ 🧵 I recently covered @MultiversX for @MessariCrypto. Here's a thread covering some important metrics from Q4. Key Updates: - Fees 85% QoQ. - DEX volume 90% QoQ. - Average daily txs 65% QoQ. - The MultiversX Foundation announced the Growth Games initiative with a $1.5m grant for builders on the MultiversX network"  
[X Link](https://x.com/anyuser/status/1894051531722211460)  2025-02-24T15:47Z [----] followers, 48.7K engagements


"Two things can be true: (1) Hyperliquid isn't fully decentralized. If this surprises you here's some alpha: the only fully decentralized token in crypto is BTC. (2) Binance/OKX are scared of Hyperliquid and they know more about Perps than anyone else in crypto. If I were Jeff I'd consider today a compliment. If anything it's clear that most CEX are really worried about Perp DEX taking away their market share going forward even though DEX to CEX ratio for perps only stands at 5% globally. If anything it's clear that most CEX are really worried about Perp DEX taking away their market share"  
[X Link](https://x.com/anyuser/status/1904968078443852120)  2025-03-26T18:45Z [----] followers, 93.9K engagements


"BTC's market cap is $1.8T but 99% of BTC sits idle unused in DeFi for yield due to programmability and custody limits. BTC seeking yield goes to alt L1s at the cost of trust and decentralization. But the tide might be shifting as DeFi on the Bitcoin grew 2K% in [----]. Below is my data-driven opinion on where BTCFi might be headed and what type of user it will attract"  
[X Link](https://x.com/anyuser/status/1905652493989683251)  2025-03-28T16:05Z [----] followers, 21.3K engagements


"In less than a year @Coredao_Org unlocked $410 million through non-custodial BTC staking. Despite the fact Bitcoin doesnt natively support DeFi protocols there is ample liquidity on Bitcoin seeking yield. Cores Ecosystem is the best way to deploy BTC on DeFi protocols in a trusted manner. 🧵"  
[X Link](https://x.com/anyuser/status/1912834867366076908)  2025-04-17T11:45Z [----] followers, 29.4K engagements


"Following a successful airdrop @initia leads on attention efficiency (Mindshare/FDV ratio) suggesting the L1 premium is alive and well"  
[X Link](https://x.com/anyuser/status/1915792156628787228)  2025-04-25T15:36Z [----] followers, 18.2K engagements


"Main Highlights from Token2049 Week: - BTCFi is a high-conviction bet with Bitcoins TVL soaring 15x in [----]. Protocols like @ArchNtwrk (Bitcoin-native bridgeless smart contract platform) and @Coredao_Org are highly anticipated to lead the pack in adoption (more details in upcoming BTCFi posts). - Lots of interesting DeAI plays but most opportunities are still limited to private markets. AI agents drove a lot of hype and capital markets interest but the most promising field is distributed training (@NousResearch @PrimeIntellect ) and swarm inference (@fortytwo @PluralisHQ @gensynai). - Didn't"  
[X Link](https://x.com/anyuser/status/1918559452598354201)  2025-05-03T06:53Z [----] followers, 16.6K engagements


"can say with pretty high confidence btcfi will be a consensus bet in 12-18 months. currently watching: @AlpenLabs @ArchNtwrk @LiquityProtocol @Coredao_Org lmk if there's anything i'm missing"  
[X Link](https://x.com/anyuser/status/1920510862109933940)  2025-05-08T16:07Z [----] followers, 17.1K engagements


"1/ @MultiversX's first native stable coin ($USH) launched in Q1. Within [--] hours of launching $7 million in $USH was minted. $USH marks another major win for @HatomProtocol as the protocol continues to dominate liquid staking lending and borrowing and now stablecoins on MultiversX. https://messari.io/report/state-of-multiversx-q1-2025 https://messari.io/report/state-of-multiversx-q1-2025"  
[X Link](https://x.com/anyuser/status/1920852529769816395)  2025-05-09T14:45Z [----] followers, 30.3K engagements


"1/ BTCFi momentum is building and sidechains are capturing the value. @Coredao_Org s DeFi TVL rose 40% to 1.1B CORE in Q1. @colend_xyz @Pell_Network and @BitFluxFi led inflows signaling early traction across BTC lending and staking. https://messari.co/45pQ7E3 https://messari.co/45pQ7E3"  
[X Link](https://x.com/anyuser/status/1927379864765517864)  2025-05-27T15:02Z [----] followers, 23.8K engagements


"Plasma: More Than a Stablecoin Play ALPHA FIRST: Plasma is more than just stablecoin exposure; it's a Bitcoin sidechain and a privacy play as well. Tether will likely bootstrap native USDT on Plasma enabling low-spread BTC swaps and http://x.com/i/article/1932126036528893952 http://x.com/i/article/1932126036528893952"  
[X Link](https://x.com/anyuser/status/1932163261849309504)  2025-06-09T19:49Z [----] followers, 232.8K engagements


"HYPE vs boomer coins over the past [--] months"  
[X Link](https://x.com/anyuser/status/1934609546351137067)  2025-06-16T13:50Z [----] followers, 27.7K engagements


"I've got a feeling we're going to see a builder code gold rush. Between this and HyperEVM eco giving utility to HYPE we could see a genuine Hyperliquid wealth effect a la DeFi Summer. We're beyond stoked to announce the addition of @HyperliquidX Spot Markets to Bullpen. Not everyone can handle 40x leverage and Bullpen is for everyone even your girl. Hyperliquid. https://t.co/7sa1dm0h7Q We're beyond stoked to announce the addition of @HyperliquidX Spot Markets to Bullpen. Not everyone can handle 40x leverage and Bullpen is for everyone even your girl. Hyperliquid. https://t.co/7sa1dm0h7Q"  
[X Link](https://x.com/anyuser/status/1942983676066959635)  2025-07-09T16:26Z [----] followers, 48.8K engagements


"My bull market takes: If @PlasmaFDN gets native USDT + Paolo/Tether marketing (Paolo on the cap table) it will be the next onchain runner. Expect it to hit $5b on a LTF ETHBTC bottomed we're gonna cut through $3k-4k with haste PUMP hits $10b in [--] wks The euphoria stage has arrived"  
[X Link](https://x.com/anyuser/status/1943440082184151085)  2025-07-10T22:39Z [----] followers, 14.7K engagements


"Let's get the facts straight on PUMP: $1.3B already in profit at unlock very likely an enormous amount of sell pressure off the bat. Funding is 1000% annualized degens WANT to be long here. The token already did 25%+ in price discovery on Hyperliquid. $510m in 24-hour volume. PUMP is showing a lot of strength here and the timeline is so quick to fade because the price did not moon. Be patient the real action will come after we weed out the sellers"  
[X Link](https://x.com/anyuser/status/1944826096354255172)  2025-07-14T18:27Z [----] followers, 15.4K engagements


"Those chasing ETH beta via DeFi tokens will be let down this bull run. DeFi summer taught us that value accrues from ETH - DeFi projects. It's a logical conclusion given that DeFi is the most popular sector on Ethereum. But what's become evident is the real ETH beta is actually boomer coins (i.e. XRP HBAR XLM ADA TRX ALGO etc.) These are the B-tier majors tokens with 11-figure market caps yet no fundamentals to back it up. The primary tailwind here is the lindy effect + CEX exposure which makes these tokens an easy buy for non-crypto natives. What were seeing instead is that ETH beta now"  
[X Link](https://x.com/anyuser/status/1946036082069393449)  2025-07-18T02:35Z [----] followers, 49.2K engagements


"Hyperliquid's SWPE (supply weighted P/E) ratio just cratered from [--] - [---] over the past week. This is one of the best buy signals for Hyperliquid. For context Hyperliquid allocates 97% of protocol earnings to buying back HYPE through its Assistance Fund (AF) creating sustained demand while reducing circulating supply. These buybacks are tracked via SWPE. Lower SWPE levels indicate stronger relative demand against float while higher SWPE signals the opposite. @0xPicasso mapped out four occasions YTD where SWPE (coined by @skewga_hyper) intersected with HYPE price. At the time SWPE was between"  
[X Link](https://x.com/anyuser/status/1947672927609983338)  2025-07-22T14:59Z [----] followers, 37.9K engagements


"HYPE's SWPE (supply weighted P/E) ratio is now [---]. Revenue on a 30d MA is $3m. An interesting note the taker imbalance (measures the balance between aggressive buyers and sellers as a share of total volume) has flipped negative indicating a bearish divergence. People seem to be using the assistance fund for exit liquidity. My interpretation: HYPE looks way oversold especially after yesterday's news about native USDC. At this time consider this dip a gift. Hyperliquid's SWPE (supply weighted P/E) ratio just cratered from [--] - [---] over the past week. This is one of the best buy signals for"  
[X Link](https://x.com/anyuser/status/1951361622208835958)  2025-08-01T19:17Z [----] followers, 21.3K engagements


"In my very humble opinion tokenize everything has been one of the most damaging mindsets to ever exist in crypto. Im not even referring to memecoins; those are more or less gambling and are still cryptos most profitable use case. But the idea that every company and founder is encouraged to launch a token and give away equity as early as they do is crazy. The only way to move past this mindset is: A) End the launchpad meta (inevitable). B) Go through a [--] year cycle without a throw a dart style alt season so people realize coins are not valuable because they are coins. I fully expect the next"  
[X Link](https://x.com/anyuser/status/1952206242463539318)  2025-08-04T03:13Z [----] followers, 54.2K engagements


"1/ @Coredao_Org dual staking continues to grow with $706M staked in BTC + CORE at the end of Q2 up 30% QoQ. Over half of BTC stakers now also stake CORE with most of that in the top-yield Satoshi tier. https://messari.co/4m5l3ix https://messari.co/4m5l3ix"  
[X Link](https://x.com/anyuser/status/1954921682831044664)  2025-08-11T15:03Z [----] followers, 24.1K engagements


"The original Internet protocols (e.g. HTTP TCP/IP) were built for communication not value transfer. No such protocol exists for internet payments today leaving them fragmented and tied to individual platforms. @MurrLincoln and I believe stablecoins offer the flexibility and programmability to support internet-native payments. The available infrastructure is materializing into a four-layer stack: application coordination routing and settlement. https://messari.co/4lo25T2 https://messari.co/4lo25T2"  
[X Link](https://x.com/anyuser/status/1955637011240435994)  2025-08-13T14:26Z [----] followers, 24.1K engagements


"Lots of FUD on ETH unstaking queue. Seeing a lot of people post this chart without showing the entry queue (300k ETH) which is approaching yearly highs. Total ETH staking outflows - inflows = 600k ETH. This is still a big number relative to the past year but approximately the same amount was in the queue on July 26th before ETH printed a 20% gain in two weeks. The case for ETH (the asset) remains strong. ETF inflows are increasing BMNR has $20b to deploy and retail still seems to be sidelined. Wall Street still has yet to experience its "ETH is the world computer moment". There has never been"  
[X Link](https://x.com/anyuser/status/1957165266015830278)  2025-08-17T19:38Z [----] followers, 79.9K engagements


"Of the existing DATs for altcoins a HYPE DAT (Hyperliquid Strategies and Sonnet) makes the most sense: - Hyperliquid is more difficult to buy than other blue chip altcoins because competitors (Coinbase and Binance) refuse to list it. - Hyperliquid is exposure to one of crypto's most profitable and unique use cases: perps. - The treasury could be used to support HIP-3 projects and generate real yield. https://t.co/BleEQwq6vD https://t.co/BleEQwq6vD"  
[X Link](https://x.com/anyuser/status/1958272323171254751)  2025-08-20T20:57Z [----] followers, 10.7K engagements


"Had you subscribed to Messari Enterprise: - you would've caught BIO (up 200% in a week) - you would've caught Plasma (800% gain from ICO val if XPL launches at perps price) - you would've caught HYPE at $4 - you would've caught ETHSOL at the bottom - you would've caught AERO at [--] cents The list goes on. btw Messari Enterprise is half off rn 🤪 $BIO up 98% over the past week while the rest of the market bled. As always @MessariCrypto enterprise users had the alpha first thanks to @capradavis https://t.co/ylhXQkfx0X $BIO up 98% over the past week while the rest of the market bled. As always"  
[X Link](https://x.com/anyuser/status/1958897848616964201)  2025-08-22T14:23Z [----] followers, 60.7K engagements


"This tweet lacks a lot of context (call it cope but this is my analysis of where the market is at today). 1) [----] differs from prior cycles. In past cycles cycle over meant deep retracements (2017: 17k-3.5k 2021: 67k-16k). This cycle is structurally different due to the amount of institutional capital invested. 2) Clearly alt season (also a dumb comparison) was driven by the DAT bid. As the DATs slow/unwind and I'm not even convinced that will last long with rates dropping ETH and related assets may retrace. Still think we see a similar rotation into SOL once those DATs begin deploying. 3)"  
[X Link](https://x.com/anyuser/status/1961616603230937395)  2025-08-30T02:26Z [----] followers, 22.5K engagements


".@Collector_Crypt ($CARDS) a Pokmon TCG marketplace on Solana is up 600% over the past week. More about what I talked about in this month's Messari Monthly 👇 During the month of August TCG platforms (including @Collector_Crypt @Courtyard_io @phygitals and @TCG_Emporium) did a combined $125 million in volume up 66% MoM driven primarily by onchain Gacha machines. Unlike traditional Gacha where secondary markets are slow and illiquid the onchain implementations offer instant buybacks at 80%-90% of a cards value immediately. Since January investors have spent $88 million on @Collector_Crypt's"  
[X Link](https://x.com/anyuser/status/1963976870518575133)  2025-09-05T14:45Z [----] followers, 64.6K engagements


"@CL207 This dude is probably so fuckin confused lmeow"  
[X Link](https://x.com/anyuser/status/1965236600885182631)  2025-09-09T02:11Z [----] followers, [----] engagements


"Ethena just dropped the best USDH proposal. The number one priority for USDH is a long-term synergistic partner. We've gotten too wrapped up in meaningless terms like "community-aligned" -- the only alignment is revenue potential and the price of $HYPE (one in the same for Hyperliquid). The table stakes are: - GENIUS-compliant - 90%+ in HYPE buybacks - Diversified collateral (not majority USDC) - Deep liquidity But buybacks will lose value if/when interest rates are cut. And if the partner managing USDH doesn't even earn any revenue from the partnership why should they care about synergy The"  
[X Link](https://x.com/anyuser/status/1965454376106881050)  2025-09-09T16:36Z [----] followers, 42.6K engagements


"The @Paxos V2 proposal to issue USDH is the strongest so far and appears the most closely aligned with Hyperliquids roadmap. - PayPal/Venmo partnerships with free USDH offramp (similar to Coinbase + USDC which has been a wildly successful partnership). - Plans to scale in Europe which is currently exclusive to Paxos. - Builder code expansion to their enterprise partners. - Plans to bring asset issuers to HIP-3. 50% of revenue from HIP-3 mkts goes back to Hyperliquid (imo this is the most interesting perk in the new proposal imo). - Good incentive strategy that prioritizes the ecosystem then"  
[X Link](https://x.com/anyuser/status/1965621174810865858)  2025-09-10T03:39Z [----] followers, 28.5K engagements


"I expect XPL to exceed everyone's expectations. Looking for an entry around $5b although I expect this to trade anywhere from $10-20b in the near future. TLDR: - Tether is one of the few crypto projects to permeate TradFi mindshare given that they print money. They likely don't know or care what Plasma is; they just want Tether exposure. - Plasma is the only pureplay stablechain. - Float is lower than anticipated (probably 10% since US investors are locked for a year). Why I'm Bullish: General consensus (TradFi + crypto) is that networks and stablecoins are the best products in crypto. The"  
[X Link](https://x.com/anyuser/status/1970955119907701237)  2025-09-24T20:54Z [----] followers, 229.1K engagements


"57% of XPL ICO tokens have moved already. And we're at $9b FDV. Supply overhang is looking much less scary here. 57%. Only [--] of the top [---] wallets haven't moved tokens yet. https://t.co/BgNnN1IPAG 57%. Only [--] of the top [---] wallets haven't moved tokens yet. https://t.co/BgNnN1IPAG"  
[X Link](https://x.com/anyuser/status/1971235735324983339)  2025-09-25T15:29Z [----] followers, 18.4K engagements


"$20b is in sight for the Tether Neobank XPL looks ready for the next leg. I expect XPL to exceed everyone's expectations. Looking for an entry around $5b although I expect this to trade anywhere from $10-20b in the near future. TLDR: - Tether is one of the few crypto projects to permeate TradFi mindshare given that they print money. They likely https://t.co/V6jCia6mwV I expect XPL to exceed everyone's expectations. Looking for an entry around $5b although I expect this to trade anywhere from $10-20b in the near future. TLDR: - Tether is one of the few crypto projects to permeate TradFi"  
[X Link](https://x.com/anyuser/status/1971616672856559686)  2025-09-26T16:43Z [----] followers, 14.1K engagements


""The perps dex meta looks exhausted" well that's because the perp's dex meta was just CZ shilling his bags. Zero disruption occurred. I'm open to a perps dex building a better product than Hyperliquid in the future but beyond farming and wash volume the meta feels vapid like L2s or LRTs"  
[X Link](https://x.com/anyuser/status/1972152898864779409)  2025-09-28T04:14Z [----] followers, [----] engagements


"From just my inital research on Plasma I can tell that building on/offramps in emerging markets is: An incredibly difficult effort that requires on-the-ground BD and a deep understanding of compliance and behavior by region The key unlock to bring users in emerging markets onchain Tron transaction fees regularly cost anywhere form $0.70-$1.50 which is uncompetitive in today's market. I can only imagine that fees matter even more to emerging markets than in the US where they're already a top priority when choosing where to transact and hold funds. The goal for Plasma is clear. Undercut Tron on"  
[X Link](https://x.com/anyuser/status/1972339322494861590)  2025-09-28T16:35Z [----] followers, 24.9K engagements


"Dropping my long-term XPL thesis this week stay tuned 😘"  
[X Link](https://x.com/anyuser/status/1972762498177868043)  2025-09-29T20:36Z [----] followers, [----] engagements


"listen im not the guy to take trading advice from i'm just a dude who reads and writes about crypto. but when BTC is hitting ATHs altcoins are trading at a historically low premium and trump is talking about new stimmys there's no reason to long the worst looking chart in the market right now. be patient and reevaluate XPL once there's more details on Plasma One. Anybody else retarded enough to gamble on $XPL at this level https://t.co/CyQYtkYPod Anybody else retarded enough to gamble on $XPL at this level https://t.co/CyQYtkYPod"  
[X Link](https://x.com/anyuser/status/1974157256926413220)  2025-10-03T16:59Z [----] followers, 43.7K engagements


"$XPL is caught in a tricky spot. Investors were eager to treat @Plasma as a proxy to Tether but at a $10 billion valuation the market appears to be overpricing its ability to monetize that alignment. Ultimately Plasmas success depends less on Tether proximity or even chain fees but rather on delivering new value to USDT users through its emerging market-focused neobank. We believe the market will eventually correct based on Plasma's execution of Plasma One (their custom-built neobank). https://twitter.com/i/web/status/1974163759318040641 https://twitter.com/i/web/status/1974163759318040641"  
[X Link](https://x.com/anyuser/status/1974163759318040641)  2025-10-03T17:24Z [----] followers, 60.5K engagements


"safe vault (their equivalent of a savings account) is by far the most competitive crypto neobank on the market. It's non-custodial meaning you don't have to deposit into a larger pool with counterparty risk. The vault itself is managed by Turnkey so you don't have to manage the keys yourself but neither nor Turnkey can access your keys (look at Turnkey docs for more info on how this works). It's composable meaning if you'd like to take on counterparty/smart contract risk for higher DeFi yield you can leave and do so (think of the vault like it's a wallet with an address). has created an"  
[X Link](https://x.com/anyuser/status/1974571876749021600)  2025-10-04T20:26Z [----] followers, 16.8K engagements


"Long response but I think this is an oversimplification and we need to think beyond existing coins. 1) Im assuming by onboarding to crypto you mean loading a wallet and doing things with it onchain. But who does that actually onboard All those UXs are completely tailored to trading which for retail is more or less gambling since crypto is unbelievably complicated to the avg joe. Also low quality capital since theyll just lose it to mercenary capital which is even lower quality lol. 2) Saying theres no new retail is false we can onboard the same person twenty times to twenty different apps. I"  
[X Link](https://x.com/anyuser/status/1975017522299576327)  2025-10-06T01:57Z [----] followers, 28.4K engagements


"Sorry that the $XPL trade didn't work out week one. If you continue to follow my advice/research it might lead you in a similar direction given I think neobanks could be the catalyst for crypto's "dotcom-bubble" moment. I could be wrong but in any case we need to invest more time in apps that don't just cater to gambling. People get so jacked up about XRP because they think it's going to transform the world's financial backend. There's a lot of signal in that.focus on what users want and what we need to get there. @tulipking Long response but I think this is an oversimplification and we need"  
[X Link](https://x.com/anyuser/status/1975023840469102843)  2025-10-06T02:22Z [----] followers, 22.8K engagements


"Neobank meta GalaxyOne is here. Backed by @galaxyhq (Nasdaq: GLXY) GalaxyOne is built for individual investors who expect more: ✔8% Premium Yield on cash (U.S.-accredited investors only) ✔4% Annual Percentage Yield (APY) high-yield cash account ✔Crypto + US equities trading https://t.co/nLEbwQOS6g GalaxyOne is here. Backed by @galaxyhq (Nasdaq: GLXY) GalaxyOne is built for individual investors who expect more: ✔8% Premium Yield on cash (U.S.-accredited investors only) ✔4% Annual Percentage Yield (APY) high-yield cash account ✔Crypto + US equities trading https://t.co/nLEbwQOS6g"  
[X Link](https://x.com/anyuser/status/1975178265498116265)  2025-10-06T12:36Z [----] followers, 11.1K engagements


"I'm incredibly excited to share my deeper thoughts on the neobank meta. I've spent days thinking about this and plan to release an article very soon. There's so much more to this than Plasma; it's a restructuring of capital velocity custody and how users come onchain"  
[X Link](https://x.com/anyuser/status/1975399362709598720)  2025-10-07T03:14Z [----] followers, 21.7K engagements


"ethena and mantle launched a neobank for USDe btw. so. much. higher. oh look a combination of a coin I wrote a pitch about and the probably next biggest narrative other stablecoins so much fucking higher https://t.co/ROPF1f5Jbk oh look a combination of a coin I wrote a pitch about and the probably next biggest narrative other stablecoins so much fucking higher https://t.co/ROPF1f5Jbk"  
[X Link](https://x.com/anyuser/status/1975549591836840324)  2025-10-07T13:11Z [----] followers, 15.1K engagements


"The Neobank Whiteboard: - Fiat On/Offramps will be commoditized by infra like @Stablecoin - The best directional long has been going onchain (Banks - Wallets) - Stablecoins are the first viable accelerant to bringing non-crypto native users onchain Users will inevitably be pushed deeper onchain. Take a guess who wins in our territory"  
[X Link](https://x.com/anyuser/status/1975736778242785720)  2025-10-08T01:35Z [----] followers, 116.5K engagements


"i'm very excited to buy all these new low-float-high-fdv tokens with great tech when they're even-lower-float-lower-fdv tokens study ETHFI and ENA altho i think we're on an accelerated timeline kinda front-running the [--] months of down only"  
[X Link](https://x.com/anyuser/status/1975922901615354111)  2025-10-08T13:55Z [----] followers, 13.2K engagements


"In March @MetaDAOProject pivoted from futarchy-based governance design to a launchpad offering DAO creation and management support. Since the launchpads release META has risen 300% and new projects like @omnipair and @mtndao have surpassed major Solana protocols like Marinade and Drift in transaction volume on proposals"  
[X Link](https://x.com/anyuser/status/1975977773026918550)  2025-10-08T17:33Z [----] followers, 54.8K engagements


"oh my god this dude won't stop talking about neobanks (im the dude) In this Episode Messari's Enterprise team digs into three hot threads: - Stablecoins as an onramp for mainstream users - On-chain neobanks vs custodial fintech - The latest in the Perp Wars https://t.co/JbcfgPv0qK In this Episode Messari's Enterprise team digs into three hot threads: - Stablecoins as an onramp for mainstream users - On-chain neobanks vs custodial fintech - The latest in the Perp Wars https://t.co/JbcfgPv0qK"  
[X Link](https://x.com/anyuser/status/1976332787641876642)  2025-10-09T17:03Z [----] followers, 10.4K engagements


"Pls ignore this post everything this dude said is wrong (look at next tweet for a response to his accusations). Speculate all you want on whether Pre-IPO perps will have demand or how the oracle will run but @ventuals is not a rug pull and @alvinhsia is a good operator. Im glad hes taking a chance on HIP-3 and launching this on HyperCore"  
[X Link](https://x.com/anyuser/status/1976399353666281767)  2025-10-09T21:28Z [----] followers, 23K engagements


"Today I learned market makers still had GOAT and ZEREBRO on their books"  
[X Link](https://x.com/anyuser/status/1976810251153555537)  2025-10-11T00:41Z [----] followers, 21.9K engagements


"The problem with this space is were so prone to massive liquidation events like this bc: so many illiquid shitty alts everyones way over-levered on those alts market makers keep the space tg by providing liquidity for those alts that keep most of you interested in crypto someone w more market making knowledge pls correct me if im wrong but is this not just an inevitable end to every cycle stale longs + books get picked off and end in a brutal liq cascade because liquidity in this space is unbelievably thin and spread out against bad alts. if this is the case how do we fix it ppl will always"  
[X Link](https://x.com/anyuser/status/1976858802814435737)  2025-10-11T03:54Z [----] followers, 25.9K engagements


"I recommend thinking about flows when considering the next meta: Traders got hit the hardest. The next meta wont be something small and solely onchain (e.g. PUMP or SOL eco Perp DEXs) The next meta will probably have more focus on safety and utility (e.g. Privacy Neobanks BTC.D) Theres no bid left for a lot of the dino coins in the Top 50; just dusty capital from retail and MMs and heavily controlled team supply. This is an opportunity to redirect attention to more interesting projects listed on CEXs and RH (e.g. Zora). Consider what assets are listed on CEXs currently and what could be"  
[X Link](https://x.com/anyuser/status/1977062554552652138)  2025-10-11T17:23Z [----] followers, 75.5K engagements


"The only reason were pumping and the market feels healthy again is bc Trump allowed it too and alts are at a discount (for now). I wouldnt be surprised if we see another Oct [--] style liquidation sometime in [----]. People have very short term memories will probably be quick to lever up on illiquid alts again after recent feelings start to fade (long HYPE). We were very quick to forget about TACO and we will probably forget again. The playbook is exactly what its been and it wont change until something upstream changes first. IMO you shouldnt mistake this for a healthy market; were in the same"  
[X Link](https://x.com/anyuser/status/1977454948427206950)  2025-10-12T19:22Z [----] followers, 25.2K engagements


"Hyperliquid did $11b in perps volume today. Consider the market unphased. Same market same playbook. https://x.com/0xCryptoSam/status/1977454948427206950 The only reason were pumping and the market feels healthy again is bc Trump allowed it too and alts are at a discount (for now). I wouldnt be surprised if we see another Oct [--] style liquidation sometime in [----]. People have very short term memories will probably be quick https://x.com/0xCryptoSam/status/1977454948427206950 The only reason were pumping and the market feels healthy again is bc Trump allowed it too and alts are at a discount"  
[X Link](https://x.com/anyuser/status/1977825828009574624)  2025-10-13T19:56Z [----] followers, 10.9K engagements


"The way to think about @MetaDAOProject is through the quality of their deal flow (i.e. the launchpad projects). Since MetaDAOs pivot to the launchpad model theyve seen significantly more attention and proposal transaction volume. IMO the futarchy/ownership token model fails if projects dont use it objectively for every proposal. This model doesnt work for every crypto company (e.g. Hyperliquid) but it could be very beneficial for core infrastructure (e.g. Uniswap). Luckily @metaproph3t has proven hes a reliable operator and their investors (@mert @toly and @paradigm) should supply more than"  
[X Link](https://x.com/anyuser/status/1978238924167249942)  2025-10-14T23:18Z [----] followers, 33.5K engagements


"Daylight raised $75M to launch a yield fund (stablecoin) backed by electricity revenues from their growing portfolio of solar and storage systems. We have entered a new era of Stablecoins with liquid spendable stablecoins backed by funds with exposure to emerging industries (Daylight backed by energy infra USDai backed by GPU financing Falcon Finance backed by crypto etc.) I fully expect to see more unique yield fund projects like this launch over the next couple of years. At the center of scaling the Daylight network is DayFi: a defi protocol that connects capital to energy infrastructure."  
[X Link](https://x.com/anyuser/status/1978829212606767279)  2025-10-16T14:23Z [----] followers, 68K engagements


"If this "fat finger" issue happened to Tether or Cicrle BTC would plummet 50% in a single day. A "proof of reserves" issuance cap should be required under the GENIUS bill (if it is already) Paxos accidentally minted *300 trillion* in unbacked $PYUSD tokens Funds are safe just an operational error excess supply has been burned 1:1 peg strong But this is a good example of a situation where Chainlink Proof of Reserve would have prevented this entire PR nightmare https://t.co/W2F8SczhVa Paxos accidentally minted *300 trillion* in unbacked $PYUSD tokens Funds are safe just an operational error"  
[X Link](https://x.com/anyuser/status/1978876169425420470)  2025-10-16T17:30Z [----] followers, 25.1K engagements


"Did anyone ask for an extended analysis on the $ZORA dog coin opportunity No. Am I going to do it anyway Yes. Some casual empiricism but people love to post pictures of their pets on Instagram. People love it so much they dedicate entire accounts to it. "As of [----] there are an estimated [--] million pet influencer accounts on Instagram alone with a combined following of over [--] billion (not unique users)." - from an unreliable marketing site so I'd ascribe a low probability to this being on the nose but the figures are a good estimate. All Zora needs to do is steal some of the newly launched"  
[X Link](https://x.com/anyuser/status/1979757805625024801)  2025-10-19T03:53Z [----] followers, 17.3K engagements


"Equity perps have been around all year while stocks ripped and they did insignificant volume compared to majors. So Im assuming your catalyst is HIP3 (correct me if Im wrong though). You think Hyperliquid whales are more interested in trading equity perps than they are long-tail coins"  
[X Link](https://x.com/anyuser/status/1979975468393939449)  2025-10-19T18:18Z [----] followers, 34.8K engagements


"Hyperliquid is at an inflection point. Today Hyperliquid faces more competition than ever received criticism for their handling of ADL on October [--] and just dropped their most impactful upgrade to date: HIP-3. I'll be sharing my long-term thesis on HIP-3 this week on @MessariCrypto how it changes Hyperliquid's trajectory and a projection of its success (and challenges) in Year [--]. @RyanWatkins_ Equity perps have been around all year while stocks ripped and they did insignificant volume compared to majors. So Im assuming your catalyst is HIP3 (correct me if Im wrong though). You think"  
[X Link](https://x.com/anyuser/status/1980114121673580802)  2025-10-20T03:29Z [----] followers, 31.8K engagements


"Kinetiq is easily the most interesting HyperEVM project today. - $1.7B in staked HYPE equivalent to 14% of circulating supply (compared to Lido with 7% of circ. supply or Jito with 2.5%). - Kinetiq has 95% of LST market share on Hyperliquid eclipsing competitors. - Kinetiq will likely earn a share of HIP-3 market revenue through Launch markets (unconfirmed). It's unclear how that value would accrue back to KNTQ vs kHYPE holders but there is clear upside. Of the projects to launch on HyperEVM so far Kinetiq has the least competition and serves the most important role. Liquid staking is core"  
[X Link](https://x.com/anyuser/status/1981012389140336938)  2025-10-22T14:58Z [----] followers, 40.4K engagements


"Robinhood either doesn't see HYPE as a competitor (you're early) or wants to undercut CEXs on flows bc they think HYPE could have a large retail bid (you're early). Just be grateful your parents your siblings and your normie friends can easily buy one of the most investable liquid assets in crypto. BREAKING: ROBINHOOD LISTS $HYPE https://t.co/ggYm6b69NU BREAKING: ROBINHOOD LISTS $HYPE https://t.co/ggYm6b69NU"  
[X Link](https://x.com/anyuser/status/1981365316283142384)  2025-10-23T14:21Z [----] followers, 59.7K engagements


"The HIP-3 Ecosystem Map: Full report and projection of year one HIP-3 volumes dropping tomorrow on @MessariCrypto"  
[X Link](https://x.com/anyuser/status/1981416227210768579)  2025-10-23T17:43Z [----] followers, 95.4K engagements


"Wrote about this a few months ago with @MurrLincoln (Product Manager for x402 at @CoinbaseDev). The internet was designed for communication not value transfer which is why the [---] Payment Required code was never implemented. As a result payments online have always depended on intermediaries rather than native network logic Agentic commerce (autonomous transactions between digital agents) cannot emerge from fragmented APIs or isolated frontends. It requires deterministic coordination and verifiable messaging standards that allow agents to express and settle intent natively across the network."  
[X Link](https://x.com/anyuser/status/1981587291450544480)  2025-10-24T05:03Z [----] followers, 23.6K engagements


"Equity Perps: Tall Orders and Slow Beginnings Key Insights: Equity perps remain a high-upside but unproven category with limited traction onchain due to audience mismatch weak demand and more popular alternatives such as 0DTE options. http://x.com/i/article/1981752233650704384 http://x.com/i/article/1981752233650704384"  
[X Link](https://x.com/anyuser/status/1981773431839273081)  2025-10-24T17:23Z [----] followers, 37.5K engagements


"Equity perps could be a defining moment for Hyperliquid. But the path to adoption is murky and today's expectations are much higher than reality. This article is an excerpt from my full thesis on HIP-3 with year-one revenue projections. Check it out on @MessariCrypto (link in the next tweet). https://t.co/egEXhNZQ4F https://t.co/egEXhNZQ4F"  
[X Link](https://x.com/anyuser/status/1981777385981690324)  2025-10-24T17:38Z [----] followers, 21.6K engagements


"Some additional thoughts on equity perps (inspired by a convo with @maybeltr): Seems like were finally getting onchain equity perps on good infra (@tradexyz). Havent heard much discussion on how insider trading will become a massive issue for equity perps. While the frequency of insider trading may be higher in crypto I'd argue the magnitude of it is higher in equities given how liquid markets are. There's more impactful material in deeper capital markets: earnings M&A gov policy etc. Even if insider info is more concentrated the depth of capital in these small circles is different than in"  
[X Link](https://x.com/anyuser/status/1982222803371012346)  2025-10-25T23:08Z [----] followers, 19.4K engagements


"Never forget"  
[X Link](https://x.com/anyuser/status/1982896568505380936)  2025-10-27T19:45Z [----] followers, 16.3K engagements


"This + when you set HYPE as a benchmark to a Store of Value token like ZEC youre succumbing to recency bias. The only comp for HYPE is a revenue generating business and the only comp for ZEC is a SoV (i.e. could this become money like Bitcoin or attract mindshare like a memecoin). If the second sounds like a ponzithats bc it is. Only ponzi Ill buy is the OG Internet money. at the risk of stating the obvious the reason why the HYPE token flywheel works is because they generate revenue it's hard to replicate the success of hyperliquid because it's underpinned by an actual business not some"  
[X Link](https://x.com/anyuser/status/1985731100853866965)  2025-11-04T15:29Z [----] followers, 19.8K engagements


"Career update: Proud to announce that I'm the new head of blocks at @Blockworks_. I'm here to ensure that all the blocks work properly and pegs are placed in the appropriate position. This will be a monumental shift in the Blockworks strategy but I'm sure we will come out of it a more square company. Joking I'm never leaving Messari but I had you for a bit there I'm sure"  
[X Link](https://x.com/anyuser/status/1985784261069455372)  2025-11-04T19:00Z [----] followers, 20.7K engagements


"If it isn't abundantly clear by now Bitcoin OGs do not care for crypto at all. They like stores of value i.e. money. Look at ZEC -- this token is up 7x in a month. The only other token we've pushed that far up is HYPE and that's because it generates nearly as much profit as Starbucks with 0.003% of the employees. The line between money and memecoin is getting scarily thin. But those who can distinguish between the two at an early valuation will become very rich. bitcoin is not crypto bitcoin is not crypto"  
[X Link](https://x.com/anyuser/status/1986818956070473971)  2025-11-07T15:32Z [----] followers, 56.4K engagements


"My long term case for ZEC is that privacy is a new concept on the internet. Before [----] peer to peer value transfer on the internet couldnt be accomplished without a 3rd party. Bitcoin changed that. You can make a very similar case for ZEC and other privacy technology. If you told me [--] months ago that Zcash would start absorbing Bitcoins original use-case Id have laughed. Today Im not so sure. In fact I believe a strong case can be made that BTC's original cypherpunk vision has been hijacked. Not just because it has underperformed https://t.co/fiOLWXMOmQ If you told me [--] months ago that Zcash"  
[X Link](https://x.com/anyuser/status/1989145023674478894)  2025-11-14T01:35Z [----] followers, 27.9K engagements


"Does ZEC invalidate the BTC thesis Short answer: no TLDR it doesn't have nearly enough social consensus. ZEC mirrors Ethereum in that it's an addendum to the original Bitcoin thesis. Ethereum = enshrining complex application and transaction logic on the blockchain. ZEC = enshrining privacy logic on the blockchain. Both are still fundamentally Bitcoin forks though. Bitcoin's moat is not its technology but its social consensus. If you're concerned today that Bitcoin's social consensus is threatened because people rallied around gold due to debasement fears I think that's a valid concern. But if"  
[X Link](https://x.com/anyuser/status/1989414341985329567)  2025-11-14T19:25Z [----] followers, 14.5K engagements

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