Michal Moneta
It looks like the future of real-world crypto is in the hands of DePIN & AI (combined?). And I definitely won't complain about it! Source: Messari's Crypto Theses 2025
AI
DePIN
finance
2
Christopher Braithwaite
What’s Working in DePIN?
According to Milkroad, the DePIN market cap climbed by 400% to $20 billion YoY, with fundraising volumes up 296%. It has undoubtedly been a strong year for DePIN.
DePIN
use cases
DePIN4
Leon Waidmann
Ethereum L2s are breaking records! 🚀 Total Value Locked is not only reaching new all-time highs in USD but has also hit unprecedented levels in ETH terms. A testament to the growing adoption and scalability of Layer 2…
Ethereum
1
Could AI Transform Crypto Trading Platforms? WOO X's head of AI innovation, Alex Lee, envisions AI as the bridge between Web2 and Web3. Lee plans to leverage AI agents to reshape crypto trading and create hyper-personalized experiences…
AI
blockchain advantages
crypto agents
finance
2
Kade Garrett
“The financial system had been so closed, like an intranet, no one could access it. No one could build on it. It’s not how the world works today. And the last vestiges of the pre-internet world are falling away here…
stablecoins
tokenization
2
Kade Garrett
“Tokenized US Treasurys are projected to reach $3 billion in assets under management by the end of 2024. Data from Dune Analytics shows that there are currently $2.64 billion in tokenized government securities. The vast majority of these government…
enterprise adoption
tokenization
0
Kade Garrett
“Polygon DAO Weighs $1.3B Stablecoin Deployment to Generate $70M Annual Yield” A good example of how a DAO earns yield on its stablecoin treasury. I wouldn’t be surprised to see these types of stablecoin yield strategies migrating to more…
The plan uses Morpho Labs' vaults to manage USDC and USDT, targeting a conservative 7% annual return using various strategies.
business models
DAO
decentralization
stablecoins
0
Kade Garrett
“‘Our thesis is that we’re going to see incredible stablecoin growth,’ Arun said. ‘The new chain wars will be fought around providing the most utility for stablecoins as possible.’” An interesting read on a new yield-bearing version of USDC. With…
Superform, backed by Circle and VanEck, has launched a product that automatically finds yield opportunities for USDC holders in DeFi.
blockchain implementation
network effects
stablecoins
1
Kade Garrett
“Coinbase Europe decided to delist multiple stablecoins, including Tether’s market-leading USDT, to comply with the European Union’s rules.” It looks like they will also delist the stablecoins PAX, PYUSD, GUSD, DAI, and GYEN. It will be interesting to see…
Coinbase Europe is delisting Tether's USDT and other stablecoins because they're not yet compliant with MiCA regulations.
crypto regulations
stablecoins
0
ct35000
Will 2025 Mark a Paradigm Shift in Decentralized Identity? The future of Web3 lies in empowering users with self-owned, decentralized identities. Imagine IDs, biometrics, and social graphs secured in your pocket, forming a safe, interference-free, on-chain network. As trends…
blockchain advantages
decentralization
security
transparency
3
Michal Moneta
It looks like the future of real-world crypto is in the hands of DePIN & AI (combined?). And I definitely won't complain about it! Source: Messari's Crypto Theses 2025
AI
DePIN
finance
2
Leon Waidmann
Ethereum L2s are breaking records! 🚀 Total Value Locked is not only reaching new all-time highs in USD but has also hit unprecedented levels in ETH terms. A testament to the growing adoption and scalability of Layer 2…
Ethereum
1
Kade Garrett
“The financial system had been so closed, like an intranet, no one could access it. No one could build on it. It’s not how the world works today. And the last vestiges of the pre-internet world are falling away here…
stablecoins
tokenization
2
Kade Garrett
“Polygon DAO Weighs $1.3B Stablecoin Deployment to Generate $70M Annual Yield” A good example of how a DAO earns yield on its stablecoin treasury. I wouldn’t be surprised to see these types of stablecoin yield strategies migrating to more…
The plan uses Morpho Labs' vaults to manage USDC and USDT, targeting a conservative 7% annual return using various strategies.
business models
DAO
decentralization
stablecoins
0
Kade Garrett
“Coinbase Europe decided to delist multiple stablecoins, including Tether’s market-leading USDT, to comply with the European Union’s rules.” It looks like they will also delist the stablecoins PAX, PYUSD, GUSD, DAI, and GYEN. It will be interesting to see…
Coinbase Europe is delisting Tether's USDT and other stablecoins because they're not yet compliant with MiCA regulations.
crypto regulations
stablecoins
0
Christopher Braithwaite
What’s Working in DePIN?
According to Milkroad, the DePIN market cap climbed by 400% to $20 billion YoY, with fundraising volumes up 296%. It has undoubtedly been a strong year for DePIN.
DePIN
use cases
DePIN4
Could AI Transform Crypto Trading Platforms? WOO X's head of AI innovation, Alex Lee, envisions AI as the bridge between Web2 and Web3. Lee plans to leverage AI agents to reshape crypto trading and create hyper-personalized experiences…
AI
blockchain advantages
crypto agents
finance
2
Kade Garrett
“Tokenized US Treasurys are projected to reach $3 billion in assets under management by the end of 2024. Data from Dune Analytics shows that there are currently $2.64 billion in tokenized government securities. The vast majority of these government…
enterprise adoption
tokenization
0
Kade Garrett
“‘Our thesis is that we’re going to see incredible stablecoin growth,’ Arun said. ‘The new chain wars will be fought around providing the most utility for stablecoins as possible.’” An interesting read on a new yield-bearing version of USDC. With…
Superform, backed by Circle and VanEck, has launched a product that automatically finds yield opportunities for USDC holders in DeFi.
blockchain implementation
network effects
stablecoins
1
ct35000
Will 2025 Mark a Paradigm Shift in Decentralized Identity? The future of Web3 lies in empowering users with self-owned, decentralized identities. Imagine IDs, biometrics, and social graphs secured in your pocket, forming a safe, interference-free, on-chain network. As trends…
blockchain advantages
decentralization
security
transparency
3
Onchain Research Team
Stablecoins: The Most Lucrative Business Onchain
Do stablecoins truly open remarkable conditions to enable business onchain? The answer is yes! But where lies their massive potential? And what differentiates them from other blockchain ventures? We went out to get answers and came back with this report, including practical insights for entrepreneurs. Follow us through the landscape as we explore the business opportunities. Get data to support decisions related to stablecoin integration or protocol building.
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