Mihai Grigore 🚀
@tech_metrics
Techie on valuable metrics. Doer. To the point
High valuations in digital assets? Where to look for value? Turns out the only sector in digital assets where 𝐏𝐫𝐢𝐜𝐞-𝐭𝐨-𝐒𝐚𝐥𝐞𝐬 (𝐏/𝐒) 𝐫𝐚𝐭𝐢𝐨𝐬 𝐡𝐚𝐯𝐞 𝐛𝐞𝐜𝐨𝐦𝐞 𝐦𝐨𝐫𝐞 𝐚𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 lately is Decentralized Physical Infrastructure Networks (DePINs).…
How profitable is it to run decentralized infrastructure? Looked at profit margins for Decentralized Physical Infrastructure Networks (DePINs): For 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝘀 (𝗗𝗥𝗡𝘀), reward based profit margins range from 0% to 200%. 𝗗𝗥𝗡𝘀 𝘁𝗵𝗮𝘁…
Today, we @1kxnetwork release Part 2 of our DePIN Tokenomics Series with @dylangbane and @tech_metrics from @MessariCrypto. We analyzed the reward mechanisms of 27 DePINs - here's what the data reveals 🧵
Most DePINs require "skin-in-the-game": - Digital Resource Networks primarily use a Stake for Access token incentive model; - Physical Resource Networks primarily use a Node-Purchase model. Check my research w/ @KoschigRobert (@1kxnetwork) & @dylangbane (@MessariCrypto) below:
We @1kxnetwork just published our first report on DePIN tokenomics with @dylangbane and @tech_metrics from @MessariCrypto, starting with an analysis of incentive mechanisms on 100+ DePINs 🧵
We @1kxnetwork just published our first report on DePIN tokenomics with @dylangbane and @tech_metrics from @MessariCrypto, starting with an analysis of incentive mechanisms on 100+ DePINs 🧵
𝐋𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐢𝐬 𝐤𝐢𝐧𝐠 — it drives valuations of digital assets. So is the case for decentralized networks. 𝐖𝐡𝐚𝐭 𝐝𝐨𝐞𝐬 𝐭𝐡𝐚𝐭 𝐦𝐞𝐚𝐧? Despite similar revenues, certain decentralized networks have higher fully diluted valuations (FDVs) and price-to-sales…
🚀 VC Panel @ETHBucharest_ 🇷🇴 “Let’s get ugly quickly & make mistakes early.” 🧠 AI x Blockchain = coordination power 👩🚀 Founders: obsession > code. Being technical isn’t a must anymore! 🎮 GameFi: big potential, but we’re early. Gamers resist switching games or adopting…
After a full day with @ethereumJoseph l, glad to meet those 2 legends @StefanDGeorge from @GnosisDAO @GnosisVC and @tech_metrics from @MessariCrypto at @cfcstmoritz, always learning a ton 👏
gm gm ☀️🇨🇭 seems that there’s quite a small world after all, even here at @cfcstmoritz 😎😎🤓
Published research has a problem: if experiments cannot be reproduced, the results cannot be truly verified. DeSci aims to solve for transparency of data sets & methodologies. Bullish DeSci 🚀
PHDegens 🤝 DeSci Season. A list to follow along: x.com/i/lists/187521…
Can‘t keep up with the latest on agents? You’re not alone. Here’s a great overview of agent frameworks h/t @0xSynthesis1 of @MessariCrypto
Frameworks for deploying agents have surged in the past few months. LangChain reports that 78% of developers and PMs have active plans to implement AI agents in the near future. Compare frameworks like REI, Eliza, RIG, and more in our latest report.
2024 marked a resurgence in players' onchain DAAs to an ATH of ~7m DAAs in Dec'24. 2024’s most notable trends: - Telegram mini-games - adoption from Web2 gaming - play-to-airdrop campaigns as a GTM strategy. h/t @capradavis More in consumer section of the @MessariCrypto Theses
We are so back! The Messari Theses for 2025 is live and available for free. Jump into the full report now ⬇️