Jake
@immutablejacob
research @messaricrypto | crypto venture + ai maxi | deep dives & alfa
Total capital raised in Q2 fell 20% QoQ to $5B. However, the 6 largest M&As totaled $5.4B, exceeding the total capital raised across all funding rounds. Let’s take a look at crypto fundraising in Q2 2025 🧵👇
The most comprehensive report on stablecoins is live. @0xSynthesis1, @Degenerate_DeFi, and I wrote 100+ pages. Contributions from 18 partners (such as @circle, @Tether_to, & @dragonfly_xyz). Free and open to all. Go read:
State of Stablecoins 2025 🧵
The GENIUS Act just made crypto history. Messari's State of Stablecoins report drops tomorrow, covering: > A timeline of global stablecoin events > GENIUS's impact on yield-bearing stablecoins > A breakdown of EU's MiCA, Singapore's MAS, and UK's FSMA > and more Don't miss it.
Don't miss this. It’s a monster & probably the most comprehensive, alpha-driving piece on stablecoins out there.
🚨STATE OF STABLECOINS REPORT TOMORROW🚨 When it comes to industry-defining reports, no one does it better than @MessariCrypto. Tomorrow, we drop the most expansive report on stablecoins yet: State of Stablecoins. The best part? The report is FREE! Keep reading for a preview…
The Roundtable heats up with @MessariCrypto! Tune in as we go live with @immutablejacob to dive into privacy and all things Nillion. Set your reminder below 👇
zoom out
The craziest part about the Ethereum rally: While Ethereum is now up +147% in 3 months, take a look at the Ethereum to Bitcoin ratio. Relative to Bitcoin, Ethereum was nearly 3 TIMES larger in September 2023. In September 2022, 1 Bitcoin would buy 11 Ethereum; now it buys 33…
Ethereum secures $224B in total capital (167% more than TRON's $84B). 164 entities (e.g., Robinhood, Deutsche Bank, Visa, BlackRock, and BNY Mellon) are actively building on it. It's just a matter of time.
We have a *record* daily inflow total for spot eth ETFs… Nearly $720mil. Obliterates previous mark of $430mil. Spot eth ETFs w/ $1.8bil new $$$ over past 5 trading days. Clear acceleration.
ETH's mindshare is up 74% in the last day. ETH sentiment is very bullish - fueled by institutional buying (whales, ETFs, treasuries), tightening supply, and favorable regulatory momentum.
Good past 3 months for ETH (up 80%) compared to BTC (up 36%) and SOL (up 24%)
We’ve had the highest number of sales calls with large financial institutions since 2022 Do with this what you will