Messari's Unqualified Opinions
Cooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified Opinions
Apr 10, 2025
Dylan Bane and Sunny Shi, analysts at Messari, dive into intriguing discussions about decentralized physical infrastructure networks (DePIN) and scaling challenges. They tackle the recent Circle IPO delay and its implications for stablecoins, while exploring macroeconomic factors affecting the crypto market. The duo also examines the evolution of the Solana ecosystem and the ongoing turbulence in crypto gaming, particularly regarding tokenomics and consolidation. Get ready for insights on blockchain infrastructure and on-chain activities amidst market volatility!
54:13
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Quick takeaways
- Deepin's potential profitability hinges on scaling technical frameworks to enhance market supply and demand amidst ongoing challenges.
- Market volatility from tariff announcements raises questions about Bitcoin's potential decoupling from traditional markets and its future asset perception.
Deep dives
Revenue Growth in Deepin Protocols
Last year, the Deepin sector generated approximately $50 million in total revenue, with notable contributions from several protocols achieving seven-figure revenues. Key players included Helium, Makash, GeoNet, and Glow, highlighting potential profitability within the industry. The challenge now lies in scaling these revenues amid various technical difficulties such as verification and preventing double dealing. To address these issues, there is an ongoing effort to create a conceptual framework that will support the understanding and growth of Deepin while enhancing both supply and demand sides of the market.
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