messari

ChainCatcher 消息，theo báo Wall Street Journal đưa tin, nhà cung cấp dữ liệu tiền điện tử Blockworks đã thông báo rằng họ đã mua lại Messari.Được biết, Blockworks sẽ trả hơn 10 triệu USD, trong khi Messari được định giá khoảng 300 triệu USD vào năm 2022, giao dịch này rõ ràng là được giảm giá.

Tin tức từ ChainCatcher, Messari đã phát hành "Báo cáo quý 1 năm 2026 của TON" cho thấy, mặc dù giá TON giảm 26.4% trong quý này, nhưng nhờ vào cơ sở người dùng lớn của Telegram, toàn bộ hệ sinh thái TON vẫn duy trì được tính bền bỉ. Trong đó, doanh thu từ sản phẩm Telegram được thanh toán qua Fragment giảm 20.3% so với quý trước, xuống còn 88.5 triệu USD, doanh thu định kỳ từ các dịch vụ như đăng ký Premium và quảng cáo chỉ giảm 10.5%, thể hiện tốt hơn so với các hoạt động không thường xuyên như Stars.Dữ liệu cho thấy, nhờ vào nhu cầu đối với các sản phẩm trên chuỗi như tên người dùng Telegram, số điện thoại và Gifts, thị phần thị trường NFT của TON đã tăng 130.4% so với quý trước, đạt 35.5%. Về DeFi, tổng giá trị khóa (TVL) tính bằng USD giảm 34.9% so với quý trước, nhưng tính bằng TON chỉ giảm 11.6%. Giá trị chuyển khoản trung bình hàng ngày của USDT giảm 32.5% xuống còn 77 triệu USD, tuy nhiên số lượng giao dịch hàng ngày duy trì ở khoảng 73.600 giao dịch, cho thấy việc chuyển khoản điểm-điểm qua Telegram và thanh toán qua Mini App đang thay thế các giao dịch DeFi lớn.Về mức độ hoạt động của người dùng, số lượng địa chỉ hoạt động hàng ngày của TON giảm 8.8% so với quý trước, xuống còn 90.800 địa chỉ, cho thấy không có sự tăng trưởng người dùng mới đáng kể trong quý này. Tuy nhiên, số lần giao dịch trên mỗi địa chỉ đã tăng từ 19.2 lần lên 21 lần, phản ánh sự tham gia của người dùng hiện tại đã tăng lên.Sau khi kết thúc quý 1, kế hoạch "Make TON Great Again (MTONGA)" mà TON triển khai đã hoàn thành bốn trong bảy biện pháp, bao gồm việc ra mắt Catchain 2 để đạt được xác nhận cuối cùng trong vòng mili giây, giảm phí giao dịch khoảng sáu lần, và biến Telegram thành xác thực viên lớn nhất của TON, hiện quy mô staking đã đạt 2.2 triệu TON. Messari cho biết, quý 2 sẽ là giai đoạn quan trọng để kiểm tra xem việc nâng cấp cơ sở hạ tầng có thể thúc đẩy sự chuyển đổi quy mô lớn của nhóm người dùng rộng lớn hơn của Telegram thành người dùng hoạt động trên chuỗi TON hay không.

Messari's latest Pulse report provides an in-depth analysis of the early implementation progress of the Bitget AI trading system. The report points out that Bitget has built a four-layer AI product architecture that includes GetAgent (market analysis), GetClaw (autonomous execution), Agent Hub (developer access), and Gracy AI (strategy interaction). Data shows that Gracy AI attracted over 460,000 users just 11 days after its launch, generating more than 2.6 million replies and achieving an exposure of 390 million; GetAgent has surpassed 450,000 registered users, achieving over 100 million exposures during its early invitation testing phase and accumulating more than 25,000 waiting users.Messari emphasizes the infrastructure capabilities of Agent Hub in the report, noting that Bitget is currently the only trading platform that supports a complete calling system for MCP Server, REST/WebSocket API, Skills, and CLI. Currently, Agent Hub has integrated 5 analytical AI Skills and over 15 data tools, covering macro, technical, sentiment, and intelligence analysis comprehensively. The execution layer, GetClaw, builds a risk control defense line through sub-account isolation, sandbox drills, and funding limits, and has now integrated with Telegram, with plans to expand to Discord and app platforms in the future.Bitget CEO Gracy Chen stated that AI is becoming a core component of modern trading infrastructure, and early data indicates that users increasingly expect a complete integration of analysis, execution, and strategy within a single platform. Bitget is committed to lowering the professional trading threshold through AI technology, providing institutional-level trading experiences and decision support for 150 million users worldwide.

Eric Turner has stepped down as CEO of Messari, with former CTO Diran Li taking over. Eric Turner stated that this is the right choice for the future development of the company and that he will fully support Diran Li. He will continue to support the team as an advisor and looks forward to the company's future development.Diran Li also stated that he will increase investment in Messari to make it an AI-driven company, providing services to institutions through research and AI products.

Messari released the BNB Chain Q4 2025 report, stating that the year-end market capitalization of BNB reached $118.9 billion, a year-on-year increase of 17.8%, making it the third largest cryptocurrency asset; the average daily trading volume in Q4 increased by 30.4% to 17.3 million transactions, and the number of active addresses rose to 2.6 million.RWA has become the main growth engine, with an on-chain scale of $2 billion, a quarter-on-quarter increase of 228% and a year-on-year increase of 555%, second only to Ethereum; the market capitalization of stablecoins increased by 9.2% to $15.2 billion, and the DeFi TVL was $6.6 billion, with PancakeSwap accounting for 33.5%.

According to Decrypt, the AI agent infrastructure protocol Warden has completed a $4 million strategic funding round at a valuation of $200 million, with participation from 0G, Messari, Venice.AI, and others. The funds raised will be used to accelerate product development and support the expansion of its agent capabilities in scenarios such as trading, automation, and programmable wealth.

Messari recently released a research report that provides an in-depth analysis of the market structure evolution of Bitget, pointing out that its Universal Exchange (UEX) model has entered a stage of scalable growth driven by tokenized assets and institutional business. According to the report, as of December 2025, the total trading volume related to U.S. stocks on the Bitget platform has surpassed $18 billion.In terms of segmented business performance, tokenized stocks have become one of the most significant growth areas for Bitget. The report mentions that this business has rapidly expanded since its launch in July 2025, with related futures trading volume reaching $17.1 billion and spot trading volume in December amounting to approximately $1 billion. Notably, Bitget holds nearly 90% of the market share in the overall trading activity of Ondo tokenized stocks.Additionally, the report also discusses the overall expansion of the Bitget Universal Exchange (UEX) architecture. Since its launch in April 2025, the on-chain trading segment of Bitget has accumulated a trading volume of over $2.4 billion. Messari believes that as institutional participation continues to rise, the UEX model reflects not only an expansion at the product level but also indicates that trading infrastructure is evolving from a relatively decentralized model to a more unified and integrated system.

According to Messari's latest report, the market capitalization of BNB Chain in Q3 2025 increased by 51.6% to $140.4 billion, ranking fifth in the crypto market; the total value locked (TVL) in DeFi grew by 30.7% to $7.8 billion, surpassing Tron to rise to third.The market capitalization of stablecoins increased by 32.3% to $13.9 billion, with USDT accounting for 57.4%. USDe surged over 10 times to $430 million, while USDF increased to $360 million.

According to the Filecoin Q3 status report released by Messari, the network utilization of Filecoin rose to 36% in the third quarter, total capacity decreased to 3.0 EiB, and network fees increased by 14% month-on-month to approximately $793,000, of which penalties accounted for about 99.5%. The v27 "Golden Week" upgrade removed the old sector method, with base and batch fees nearly zero. Active storage slightly decreased by 1% to 1,110 PiB, and the daily average new transaction volume dropped by 19%. The number of live datasets increased to 2,491, of which 925 exceeded 1,000 TiB. FVM token activity remained stable in FIL; DeFi TVL decreased by 8.4% to approximately $27 million; and USDFC circulation dropped by 8.5% to about $275,000. The Filecoin Foundation and GSR Foundation are promoting collaboration in cultural and scientific data storage.In addition, according to the official Filecoin announcement, Filecoin Onchain Cloud will officially launch at 0:00 Beijing time on November 19, with a live broadcast on YouTube. The platform aims to build a decentralized, developer-owned cloud infrastructure, covering modules such as storage, computing, retrieval, and access control, serving the new era of data, AI, and applications.

ChainCatcher news, Messari's enterprise research manager posted on platform X that despite Bitcoin's price hitting new highs this year, its network activity has plummeted. Currently, Bitcoin's daily average transaction fee revenue is less than $500,000 (annualized at $179 million), the lowest level since the emergence of Ordinals and Runes.

ChainCatcher news, Messari's latest report on BNB Chain for Q2 2025 shows that BNB Chain continued to maintain strong growth in the second quarter, with user activity and on-chain transactions reaching all-time highs.Daily active addresses and transaction volume saw significant increases, DeFi activity remained robust, and DEX transaction volume, as well as stablecoin transaction counts and active users, ranked first across the entire chain, solidifying its leading position in the Web3 ecosystem.Key highlights: Market capitalization and investor confidence: BNB's market capitalization increased by 7.5% quarter-over-quarter, reaching $92.6 billion.On-chain transactions and activity: Average daily transaction volume increased by 101.9% quarter-over-quarter to 9.9 million transactions, and average daily active addresses grew by 33.2% to 1.6 million; 17 million new addresses were added in May.DEX performance: DEX transaction volume ranked first across the entire chain, with an average daily transaction volume of $3.3 billion in Q2, PancakeSwap's market share at 85.1%, and Uniswap increasing by 755.4% quarter-over-quarter to $297 million.Network fees decreased by 90% to 0.1 gwei.Stablecoins: Stablecoin market capitalization increased by 49.6% quarter-over-quarter to $10.5 billion, with USD1 reaching $2.2 billion at launch, and USDT dominating with a market capitalization of $6.3 billion; BSC stablecoin transaction counts and active users ranked first across the entire chain.DeFi TVL: Increased by 14% quarter-over-quarter to $9.9 billion, maintaining fourth place.Technical upgrades: The Lorentz and Maxwell hard forks reduced block time to 0.75 seconds, and the opBNB and Volta upgrades increased cross-chain TVL to $64.9 million; Volta's block interval was shortened to 500 milliseconds, achieving sub-second finality.Ecosystem support: MVB Season 9 supported 16 early-stage projects; the stablecoin zero-fee carnival subsidized $4 million in Gas fees, accelerating user adoption.

ChainCatcher news, Messari released a research report on the decentralized AI infrastructure Mira. Mira optimizes the reliability of AI outputs through a distributed model consensus mechanism, with its verification layer improving the accuracy of AI facts in scenarios such as finance and education from 70% to 96%. The protocol breaks down AI outputs into independent factual statements, which are cross-verified by heterogeneous models provided by node operators such as Io.Net and Aethir, requiring consensus from over 2/3 of the nodes to pass.Mira currently processes over 3 billion text tokens daily, covering 4.5 million users across chatbots, educational platforms, and more. The protocol employs an economic incentive model, where verification nodes receive rewards based on their contributions, while anomalous nodes face penalties. Partners include decentralized GPU computing providers like Hyperbolic and Exabits, achieving computing power expansion through a node delegation mechanism.According to team data, the protocol has reduced the AI hallucination rate by 90%, with each verification taking less than 30 seconds. Users can trace the verification process through on-chain proof, with each output accompanied by an encrypted certificate recording model voting details. Currently, integrated applications like Klok have utilized this technology to optimize educational content generation, with plans to expand into high-risk areas such as medical diagnosis in the future.

ChainCatcher news, Messari released the BNB Chain Q1 2025 ecosystem report, with the following network data for BNB Chain Q1:Network revenue reached $70.8 million (quarterly increase of 58.1%), daily transaction volume reached 4.9 million (quarterly increase of 20.9%), and daily active addresses reached 1.2 million (quarterly increase of 26.4%). Gas fees for wallet-to-wallet transfers surged by 122.6%.In addition, the TVL priced in BNB grew by 14.7% this quarter, with BSC DeFi TVL (in BNB) rising from 7.6 million BNB to 8.7 billion BNB (quarterly increase of 14.7%); in terms of security, the BNB Good Will Alliance was launched, reducing sandwich attacks by over 90%.Technically, the Pascal hard fork was introduced, along with EIP-7702 smart contract wallets, BLS12-381 cryptography, gas abstraction + batch transactions, improved EVM compatibility, stronger scalability, and a smoother user experience.

ChainCatcher news, according to Messari's latest in-depth report, the energy DePIN project Starpower, supported by Solana Ventures, Alliance DAO, Framework Ventures, and others, has recently made significant progress.The report indicates that the number of devices connected to the Starpower network has surpassed one million. Its co-founder Dr. Jia and the team have had their research paper on nanostructured new energy accepted by the international top journal Nature Nanotechnology in March 2025, marking a substantial advancement in its technology development in the field of decentralized science (DeSci).It is reported that the three-phase "Proof" incentive mechanism proposed by Starpower is the core highlight of its system design. In the first phase, "Connection Proof," users only need to connect their devices to the network and stay online to receive rewards, aiming to rapidly expand the network scale. In the second phase, "Capacity Proof," the system begins to require devices to provide data on energy storage or generation capabilities, forming a real energy contribution curve. Finally, in the "Response Proof" phase, user devices must respond to real-time scheduling signals to earn STAR rewards. This mechanism design, which transitions from shallow participation to deep collaboration, makes Starpower one of the most sustainably incentivized representatives among current Web3 energy projects.

ChainCatcher news, the encryption research institution Messari recently released an in-depth research report on CESS Network, highlighting the necessity of data value infrastructure for the development of industries such as AI and Web3. Messari systematically analyzes the groundbreaking technological architecture and strategic layout of CESS Network in the field of Web3 data infrastructure in the report.The report points out that the data value infrastructure network built by CESS based on DePIN achieves data valorization, sovereignty return, and privacy protection, addressing three core contradictions in the AI era: the lack of data sovereignty, storage efficiency bottlenecks, and the allocation of computing and storage resources. It drives the integration of Web3 with the real economy and RWA, using compliant data circulation protocols to connect the closed loop of "storage and distribution - rights confirmation and privacy - sharing and circulation," and builds the next-generation infrastructure that supports AI training, DeSci collaboration, and enterprise-level data markets.