Director of Research @serotonin_hq • Prev: @MessariCrypto • Nomad 🌎
This series expands on our State of Onchain Credit report by exploring key players in the onchain credit ecosystem. @infiniFi emerged in February 2025, announcing a $3 million seed round led by
When we set out to write a report on the State of Onchain Credit, we knew we’d need to map the stack. We aimed to answer: Who are the players that make up the onchain credit ecosystem, and which
I've been researching onchain credit every day for the past month, mapping 115 protocols, startups, and institutions at the intersection of credit and DeFi. This is a first edition curation of all
Rollups dominate Ethereum’s execution layer, yet L2 tokens have underperformed, exposing the disconnect between growth and value capture as revenues fail to justify P/E ratios. L2s are pivoting toward
Last week, @stayloudio by @0x_ultra took over. The timeline was split. Is it righteous to yap? Some say the experiment has failed. I say it has succeeded. Loud amassed over 20% of crypto Twitter
Key Insights Phase-1 attracted cumulative deposits totaling 57,290 BTC, or 0.29% of Bitcoin’s circulating supply. Compared to Bitcoin ETFs, Babylon's protocol had accumulated the third-highest amount
Key Insights Sei Labs announced Giga, an in-development upgrade that plans to include a new EVM client that offers a 50x improvement in throughput over other EVM-compatible networks. Average daily DEX
Earlier this month at @MessariCrypto Mainnet I moderated a stacked panel with @nikil of @AlchemyPlatform, @gluk64 of @zksync, @ItsAlwaysZonny of @initia, and @hilmarxo of @gelatonetwork. Here are my
What's the State of @Optimism? There were many insights to draw from our @MessariCrypto Mainnet panel with @binji_x from Optimism Foundation, @kelvinfichter from @OPLabsPBC, and myself. Here are my
