research @blockworks | crypto venture + ai maxi | prev. @messaricrypto
Alpha first Over the past three months, four discrete data sets have reversed the bearish $ETH thesis: $130B in stablecoins secured (~50% share) $7.2B in tokenized RWAs (~56% share) 169 enterprises
Key Insights Sui integrated Circle’s USDC and Cross-Chain Transfer Protocol, VanEck launched a Sui ETN, and Phantom announced plans to integrate Sui. These developments contributed to a 153.6% QoQ
In the past three years: $BTC is up ~126% $ETH is down ~6% However, price alone doesn’t tell the full story. A deeper look into Ethereum’s institutional adoption, fee revenue, and ecosystem growth
Key Insights Chronicle’s TVS increased 35.5% QoQ to $11.4 billion in Q4 2024, primarily due to the 56.4% increase in Spark’s TVL. Chronicle Protocol recorded 222,600 oracle price updates in Q4,
Key Insights Polygon launched the Agglayer v0.2 testnet in December 2024, setting the stage for a mainnet release in February 2025 and integrations with Okto and Agora. Polymarket facilitated nearly
