GROWGAMI

Stop chasing the same 20k people on CT. Steal the Ultimate Crypto Tiktok Playbook: → 2.2m views & 100k engagements from crypto creators → another 1.5m views from 500+ UGCs in 14d → 100+ in-house vids for 20 accs weekly RT+Comment "grow" for playbook in DMs. (must be following)

@jonnytoshi audits and contracts won’t fix what math already can. that’s why these projects exist

Every AI company asks you to trust that they won't look at your data while they process it. That's the entire security model. The moment a model touches it, that data is decrypted and fully exposed to whoever's running the infrastructure. Nearly 30 projects and ~$1B in funding are building the alternative.

@AvgJoesCrypto the game that cracks this won't market itself as a crypto game. it'll just be a better TCG that happens to use tokenization

Kinda crazy to me that everyone is writing off NFTs & blockchain gaming when arguably the biggest consumer trend over the past year has been the rise of Pokémon and other TCGs. Especially when TCGs are the functional equivalent of “offchain” NFTs. It wouldn’t surprise me if somebody is finally able to crack this nutshell and deliver a new TCG game that leverages tokenization and NFTs to deliver a better gaming/collecting experience.

@NaytheForceBwU most privacy projects stop at transactions. arcium is going after the computation layer itself. that's a harder problem and a bigger moat

For more on Arcium and its Mainnet Alpha release, read the full report here 👇messari.io/report/arcium-…

Solana has finally achieved <encrypted> status! Yesterday, @Arcium released Mainnet Alpha, what does that mean 👇

@oztxn compute access is the new bandwidth. whoever decentralizes it first owns a critical layer of the AI stack

6/ Check out the comprehensive Messari report here: messari.io/report/underst… Feel free to dm me with any questions!

1/ AI demand for compute continues to rise, but access is controlled by a few centralized companies. This dependence leaves AI development constrained by a narrow set of gatekeepers. Here’s how @spheron is changing that...🧵

@FBitach @Optimism value accruing at the app layer over infra is the same story that played out in web2. apps were always going to win, H2 just confirmed the timeline

🔴 The @Optimism Superchain quietly became one of the most used execution layers in crypto. Here’s what actually happened in H2 2025 👇 🔴 The Optimism Superchain scaled faster than most people realized. In H2 alone • 3.6B transactions • 12.7% of all onchain activity • More than 50% L2 market share by transactions • 415M in app revenue This growth did not come from a single chain but from a network of OP Stack chains operating as a shared ecosystem. 🔴 The value capture story also shifted. Apps across the Superchain generated roughly 10x more revenue than sequencers, showing that value is increasingly accruing at the application layer rather than solely at the infrastructure level. 🔴 Adoption also expanded beyond crypto native teams. Major exchanges and institutions (Upbit, OKX) began launching their own chains using the OP Stack, turning it into a default toolkit for customizable L2s tied to real distribution and user bases. This creates shared standards, interoperability across chains, and stronger network effects across the ecosystem. In the H2 report, I broke down • Chain level growth • App revenue leaders • Transaction and usage trends • Institutional OP Stack adoption • Where Superchain network effects are forming next Full H2 2025 report 👇 messari.io/report/state-o…

@whynonah @MessariCrypto @PythNetwork fee flow to the reserve is the part worth watching. that's where adoption stops being a narrative and starts being a number

Pyth started as a crypto-native oracle and has evolved into providing institutional-grade market data spanning crypto, equities, FX, commodities, and rates. Just covered them in @MessariCrypto's latest report; here’s how their product adoption now flows into the PYTH Reserve and directly impacts tokenholders.

@0xBoomz This is exactly why $TAO hits different. It’s not just a race to have the biggest rig anymore, it’s actually about being useful. Proof of intelligence > proof of work.

$BTC has one game. Who has the most hash power. Bittensor has 128. > Quant trading models > AI inference > Drug discovery > Coding agents > Data scraping > Lead gen > etc. 128 subnets. 128 competitions. 128 ways to earn $TAO. You don't need to out-hash everyone on the planet. You just need to do what you're good at. 128 chances to find out what that is.

@ahbeaudry Nearly $313B in weekly volume? That’s a monster week for stables. 🤯 Between Meta eyeing payments and Visa/Stripe going global, the 'global payment rail' dream is actually happening in 2026. Interesting to see USDS and PYUSD leading the charge—real competition is finally here!

New In The Stables just dropped! Read the full newsletter: messari.io/report/in-the-… This week’s edition covers: >> Stablecoin market cap up 0.63% WoW to $293.7B, led by USDS/PYUSD gains >> Transaction volume +6.3% WoW to $312.5B; daily tx +9.5% signaling retail return >> Net inflows surge 414% WoW to $1.7B amid rebounding issuance demand >> AllUnity launches MiCA CHF stablecoin; Meta eyes payments; Qivalis euro plans; Visa/Stripe cards go global By @ahbeaudry & @oztxn

Fewer deals, bigger checks, real revenue. 📈 The 2025 data shows a total flight to quality. Seeing fundraising jump 60% YoY while we’re still being selective on deal count is exactly what a healthy market looks like. The 'fly-by-night' projects are getting weeded out, and the infrastructure is finally getting the capital it needs.

Total crypto fundraising in 2025 increased 60% YoY to $28.6B. This is the highest annual fundraising total since 2022. Let’s take a deeper look at @MessariCrypto's State of Fundraising 2025 report 🧵👇

Solana isn't just a blockchain anymore; it's a global utility. 🔌 Seeing state-issued stablecoins and Western Union on the same infrastructure is the definitive 'Proof of Usage' for 2026. This is what happens when you build tech that’s actually faster and cheaper than the banks. The era of 'idle capital' is finally over.

Most payments are held hostage by outdated infrastructure that predates the internet itself. High fees, limited banking hours, and settlement delays have kept trillions of dollars in capital idle due to inefficiencies in legacy systems such as SWIFT and ACH. @Solana is emerging as a next-generation payment rail for the world’s largest financial institutions and startups, enabling fast, 24/7/365 internet-native settlement with near-zero fees. The ecosystem includes legacy giants such as @Visa and @WesternUnion, as well as fintech leaders such as @Stripe, @Revolut, and @PayPal.

Stellar is officially in its DeFi era. 🌟 Nearly $80M TVL just for Blend Capital in a year is insane growth. This is what happens when you combine institutional-grade speed with actually attractive yields. If you're still thinking of $XLM as just a way to move money between exchanges, you’re missing the 284% growth story. Great breakdown, Matt! 🫡

.@StellarOrg Q4 2025: DeFi DeFi total-value locked (TVL) on Stellar increased 284% in 2025 from $44.9 million to $172.5 million. The majority of growth came from overcollateralized lending and borrowing protocol @blend_capital, which grew 7.8x YoY from $10.2 million to $79.9 million. USDC APY on Blend has ranged between 12-18% in recent months, a very attractive rate compared to established overcollateralized lending and borrowing protocols like Aave V3 and SparkLend, which have ranged between 2-7% APY. Other notable protocols that had outstanding TVL growth in 2025 include the DEX Aquarius (+451% YoY to $36.3 million), overcollateralized XLM lending and stablecoin borrowing protocol FxDAO (+97% YoY to $11.6 million), and DEX Soroswap (+86.6% YoY to $4.8 million).

Stablecoins are the 'killer app' of crypto, and Solana just took the crown. 👑 $15B+ in supply and flipping ETH in volume isn't an accident—it's what happens when you make transactions instant and basically free. From Circle minting billions to Western Union remittances, the network is finally handling the load it was built for.

Solana flipped Ethereum in terms of stablecoin volume. Some of the core qualitative drivers over the past two months: January 2026: - Jupiter launched its own stablecoin - Circle minted $1B USDC in 9 hours on Dec 31 (flowing into Jan activity) - Solana stablecoin supply spiked $900M in 24 hours - Cash App rolled out Solana USDC transfers February 2026: - Western Union launched USDPT stablecoin - Solana Foundation launched payments[dot]org - Stablecoin market cap hit ~$15.4B - Fiserv FIUSD integrated with thousands of banks/merchants h/t @eltoniselton at Allium Labs

The 'index everything' thesis is finally printing. 💸 Even with new project creation slowing down, the 6.08M GRT in Substream revenue proves that the projects that are here are scaling like crazy. Between Base queries hitting 1.23B and Substreams going vertical, the 'modular data' era for $GRT is officially here. 🫡

Active Subgraphs hit a new all-time high: 15.5K (+3% QoQ). Developer engagement remains durable, even as new Subgraph creation slowed.

The @graphprotocol Q4 2025: While $GRT pulled back, the network quietly strengthened across usage, revenue diversification, and long-term positioning. Full report below 👇

Lobbying is the ultimate 'pay-to-win' mechanic. 🎮 Watching Meta and Amazon's spend go vertical shows just how much they fear new competition. If you want to know why certain regulations feel like they were written by Big Tech, this chart is your answer. 1646% growth in a decade says it all.

$735M in JUST federal lobbying. This is the easily accessible data that's available thanks to the Lobby Disclosure Act. Now use your imagination and scale this growth with state lobbying and political donations. If Meta alone is $2B...

@PlagueObserver @MessariCrypto Messari really is the 'Harvard of Crypto,' so Coinbase is definitely lucky to have you on the team. Congrats on leading the DEX side of things—can't wait to see how you shape the future of on-chain trading there!

A few weeks late, but I recently wrapped up my time at @MessariCrypto. It was the most transformative experience I’ve had in crypto. Messari is hands down the best place to work and learn everything about this space. Our alumni have gone on to retire from trading, build hedge funds, and join top projects as leaders. I’m really honored to have worked there and learned from such an incredible group of people. If you’re not following everyone at Messari for alpha idk what you’re doing on CT. That being said I’ve since joined @coinbase, where I’ll be leading DEX research and monitoring and parts of CEX monitoring as well. Excited to take on such a new product and work with @zosegal, @tokenkiwidotcom, and @WillComyns (another cracked team of crypto natives). If you have feedback, questions, or think there’s something that should be on Coinbase DEX but isn’t, my DMs are open 🟦

Spot on. Hyperliquid has the best 'engine' in the game right now, but the 'Robinhood-ification' of perps is the final boss. Short term, the tech lead is a huge moat, but long term it’s hard to out-muscle the distribution and liquidity of the CME/Citadel giants once they get the green light. The pie gets bigger, but the slices get thinner.

Short-term bullish, long-term bearish Hyperliquid: The bull argument: - regulation = awareness - regulation =/ permissionless trading (regarb, the real moat, is still in effect) - most traders have no idea that perpetual futures even exist. this will undoubtedly introduce Hyperliquid to more users - regulation is really just a dial that drives roadmap, but Hyperliquid needs to drive the dial, not Robinhood/CME. them investing in the Hyperliquid Policy center (run by ex-Variant CLO @jchervinsky, very bullish on this initative) - Jeff and co. are still the preeminent system architects of good perps infrastructure, which is valuable even if existing products become commoditized The bear argument: - perp legalization without stablecoin clarity means the margin/collateral layer is still murky for compliant institutions - Hyperliquid's core user (onchain degen) is a small TAM, and the users that legislation unlocks (e.g., options + future traders, institutions) will likely route through regulated wrappers before it reaches HL - Robinhood + CME can build a comprable retail trading product to Hyperliquid. they could easily have similar/greater depth of liquidity if Citadel were involved. this will likely force Hyperliquid fees to compress - traders + investors still don't care about custody and censorship. maybe eventually, but not today If I had to guess how this plays out on a 5 year time horizon, I'd say the pie for perps grows, Hyperliquid overall OI and volume increases but as a % of total perps volume shrinks signficantly, and margins compress due to offchain competition.

This is what people mean when they talk about DePIN (Decentralized Physical Infrastructure). Glow isn't just a token; it's funding real solar farms and booking real earnings from electricity. Seeing a $9M market cap for a project with these kinds of fundamentals is the definition of a 'diamond in the rough.

I say this truly - Glow is one of the only authentic crypto native protocols pushing the frontier left and also has fundamentals with growing revenue. It’s a diamond in the rough that refuses to give in to the gimmicks that plague crypto and it stays true to its principles.

Base leaving the Superchain was the ultimate 'I'm doing my own thing' moment. ✌️ Most L2 tokens have been a disaster lately, so seeing a framework that actually helps $COIN shareholders instead of just diluting them is the big brain move we need for 2026. The $BASE countdown is officially on.

The question surrounding a BASE token is now when, not if. > The Base team openly stated they are exploring a native token at BaseCamp 2025. > Base exited the OP Superchain for full economic sovereignty earlier this year. > The regulatory environment has never been clearer for exploring a token. Most other L2 tokens have failed to accrue value. I researched and built five tokenomics frameworks and recommended one that makes BASE additive to COIN without diluting its shareholders.

24/7 implies routine. Emergency implies irreplaceable. If crypto is the only venue that functions when a crisis hits on a weekend, it becomes price discovery when traditional markets can’t function. That's a structural role that gets harder to displace the more it's demonstrated.

Crypto's weekend trading volume peaked in 2019 and has yet to recover. BTC weekend share fell from 26% in 2019 to 20% in 2026. When the Iran strikes hit on a Saturday, @HyperliquidX did $13.6B in a single day, 6.9x the prior weekend. @Polymarket hit record volume and users. Crypto isn't becoming the 24/7 market we expected. Instead, it's becoming the emergency market, the only venue open when a crisis lands on a weekend. When enough demand shows up, crypto's weekend price discovery actually works. Hyperliquid's gold perps priced within 22-31 bps of Monday's COMEX open, and directional accuracy across 35 instruments hit 100% on the Iran strikes weekend, per @0xmattegoat.