Messari Chief DePIN Research Analyst Dylan Bane and Escape Velocity Ventures co-founder Salvador Gala co-authored the “2024 DePIN Status”. This 104-page report provides an in-depth analysis and review of the DePIN industry in 2024, and a forward-looking outlook for the development prospects of DePIN in 2025. The report covers macro trends in DePIN, AI x DePIN, Distributed Wireless Network (DeWi), Distributed Generation (DeGEN), Computing Network, Sensor Network, Identity Network, Logistics Network, etc. Click to read
On a clear and sunny morning in January 2026, you found a newspaper at your doorstep - yes, a newspaper printed on real paper, somehow surviving the AI revolution. As you flip through it, you come across a headline news about AI agents coordinating the global supply chain on the blockchain, and the newly launched Crypto AI protocol vying for dominance. A half-page article tells the story of a digital ‘worker’ being hired as a project manager - something that has become commonplace nowadays, hardly catching people’s attention. Click to read.
On the morning of January 9th, amidst the downturn in the market, major cryptocurrency media outlets all reported a piece of bearish news, namely, ‘the US Department of Justice approved the sale of the seized $6.5 billion Silk Road bitcoins on the dark web.’ As soon as this news came out, Bitcoin plummeted, breaking below $94,000. Click to read
At a time when L1 and L2 are expanding beyond what we can count on two hands, liquidity fragmentation has been a challenge in the last year. Subsequently, the addition of Bitcoin L2 further complicated the situation. In countless ecosystems, mobility, attention, and user experience have become fragmented. Many L2 and DApps in these ecosystems lack meaningful “grippers”, and capital only flows to a few top-tier ecosystems with outstanding communities, excellent products, high-quality teams, and strong funds. Click here to read
For most investors who cannot keep up with the PvP pace and can only earn Beta, focusing on these three things in the United States in 2025 should be able to yield great returns. Click to read.