capradavis
@capradavis
Research @MessariCrypto | Buying tops, selling bottoms since ‘21 | NFA
To most market participants, @ether_fi is known as the restaking market leader. With over 2.5 million ETH (~$7.7 billion) in deposits, it currently captures roughly 70% of the sector’s market share. However, Ether.fi is steadily evolving into a crypto native…
DePIN vals are the frontier.
HNT is up 64% since we called the bottom on June 23rd based on fundamentals growth and downstream effects of the August 1st Halving. In that same period: BTC: +13.4% ETH: +53.5% SOL: +20.7% AAVE: +37.2% To all the liquid funds - yes @MessariCrypto does have alpha.
Picked up a few songcoins for the culture. Music x crypto is an incredibly challenging intersection to work at. @Cooopahtroopa has been putting his heart and soul into it for years, gradually shifting the crypto narrative within the music community and iterating to find PMF.…
A new chapter for Coop Recs is here. Today - we’re proud to debut songcoins with @sanholobeats and @blond_ish Be early to new music dropping on @base every Friday on cooprecords.xyz 👀
Most conversations around stablecoins miss their impact on cross-border creator payments. At my last company, our international growth strategy was easily 100x improved thanks to cross-border stablecoin payments. When you're running fast and iterating every day, there's no time…
Even with today’s frictions, cross-border payment volume is projected to surpass $320 trillion by 2032. Reducing costs by even a single basis point presents a multi-billion-dollar opportunity.
Messari Enterprise subscribers will always be early. @tigfoundation
the forever bid has entered the lobby
*TRUMP SET TO OPEN US RETIREMENT MARKET TO CRYPTO INVESTMENTS:FT
1/ Is Plasma the onchain stablecoin beta? Key takeaways from my latest @MessariCrypto report: With Plasma’s XPL public sale tomorrow, here’s how we’re thinking about the product. Thread 🧵
There is no "playbook," just find product-market fit.
HYPE did well with a huge airdrop & no funds raised PUMP is doing well with no airdrop & a huge ICO CT vastly over-indexed on the importance of Hyperliquid’s airdrop to its success Just build great products people will pay for Both do that - that’s the simple takeaway
Digital Gold Onchain Binance DeFi Neobank Vibe coding dot fun DAO Algorithm markets Relaxed abode Tiny decision making mf IRL GenAI The Terrorizer of Abstract Predictions on X Welcome to the port
pumpfun with a multibillion usd treasury and a multibillion dollar token launch is wonderful news for apps that account for social nature of the industry and start with ct in a way that can scale beyond it
Congratulations to @pumpdotfun on the token launch and @HyperliquidX on the flawless execution My main mental model update is that Hyperliquid has 80%+ chance to flip Bybit and can give Binance a run for #1 long term I had the orderbooks up on my flight home and it spoke…
thinking that pump is gonna intentionally slow rug on a mid to long-term time horizon is insane to me. imagine having a business that found PMF in months generating mid 9 figs in annualized revenue and being like yeah it's been a few years, let's shut down shop.
Tokenized equities don’t aim to replace Wall Street. They provide a functional alternative for users in broken or exclusionary systems. The goal is not to dominate, it’s to participate. It's a natural next step for EM, bypassing broken monetary systems to access yield-bearing…
x.com/i/article/1943…
Weekly Research Roundup: - Enterprise Note: Thoughts on PUMP's ICO by @defi_monk - Messari Monthly: July 2025 by @SteimetzKinji, @capradavis, @AvgJoesCrypto, & @0xTulipKing - State of Crypto Fundraising: Q2 2025 by @immutablejacob - Humanity Protocol: Bringing Identity…
Streamers are devs, devs are streamers. New media paradigm. 🧘
buidl is the @pumpdotfun streaming play you'll see soon buidl/acc
As W. David Marx defines status symbols, they need three characteristics: - Cachet: The association with a high-status group. - Signaling Costs: A barrier that prevents easy acquisition. - Alibi: An alternative reason for the purchase to disguise the motive for status. Imo,…
a further nuance, internet life just has totally different status barometers than physical life on internet, rolex flexing is obviously cringe. but irl, its still largely true that luxury watches start conversations, convey status, elicit respect etc.
. @OfflineProtocol is one of the most interesting products I've encountered this year. Still need to do more research on it. Congrats to the team!
good work here: fernweh.chat