Messari

Messari is the leading provider of crypto market intelligence products that help professionals navigate crypto with confidence.

[Messari @MessariCrypto]

Why is getting the crypto market news you need so difficult?

Crypto alerts are more noisy than useful. Manually monitoring the market eats up time.

There needs to be a way to cut back weekly noise to only the alerts you care about.

Agentic monitoring brings power to control the crypto market news you consume.

All it takes is a simple prompt about the assets and news related to them you want to monitor.

Setting agentic rules enables you to place your own targets without needing to handle complex setups.

Agentic Monitoring brings critical events in crypto into your workflow.

From Mobile Push to Monitoring across latest regulator and security updates, watch how @diran_li uses Messari Monitoring to power his day.

[Messari @MessariCrypto]

Thank you to our customers, partners, community, and team for supporting Messari tirelessly over the last 8 years.
We’re excited for this next chapter.

[Messari @MessariCrypto]

Messari has been acquired by Blockworks.

This brings together the two largest crypto data and market intelligence platforms to build the trusted information infrastructure onchain markets need as they mature.

[Messari @MessariCrypto]

For our users and customers, nothing changes today. Your Enterprise and API access will continue uninterrupted.

This only means more of what you rely on Messari for: Deeper data, stronger APIs, better monitoring and compliance workflows, more useful ratings and research, and more complete IR tooling.

[Messari @MessariCrypto]

Read the full report here:

https://t.co/5wc9i9a0KV

[Messari @MessariCrypto]

State of Cardano Q1 2026

Key Update: Cardano delivered Q1 data behind its institutional infrastructure thesis, including the buildout of a regulated dollar rail, compliance, audit, and tokenization stack, with USDCx capturing 36.0% of the network's stablecoin market at $17.5M, Midnight launching mainnet, and 80.1M ADA deployed under a newly ratified 350M ADA Net Change Limit, even as ADA fell 27.4% to $0.24.

@Cardano
@InputOutputHK

QoQ Metrics 📊
-Stablecoin market cap ↑ 27.1% to $48.6M as USDCx launched Feb. 27 and displaced USDM as the network's largest stablecoin, while every other major stablecoin supply declined

-DeFi TVL ↓ 23.5% to $133.1M vs an 18.9% industry-wide decline, with SundaeSwap ↑ 45.0% and Danogo ↑ 31.7% as the only top-six protocols growing on USDCx liquidity

-Daily active addresses ↓ 28.1% to 13,400 daily average, while average daily transactions ↑ 2.2% to 26,550 as DeFi and the USDCx and NIGHT launches drove activity

-Total staked ADA ↑ 1.5% to 21.7B, raising the staking rate to 58.3%, even as USD-denominated stake ↓ 26.4% to $5.2B

-Average daily DEX volume ↓ 44.3% to $2.5M, with Danogo ↑ 48.6% as the only top-five DEX posting growth

Post-quarter, an SPO call confirmed the June 2026 launch of the Van Rossem hard fork (Protocol V11), following Q1 node releases that cut SPO RAM requirements from 24GB to 8GB and CME's Feb. 9 ADA futures launch starting the six-month clock toward Aug. 9, 2026, spot ETP eligibility.

Despite the DAA decline, transactions per address rose 16.5% QoQ to 1.98, pointing to existing users transacting more intensively as USDCx and NIGHT activity concentrated flows.

Q2 will test whether the Critical Integrations cadence holds and whether USDCx liquidity converts into organic DeFi rotation beyond its day-one venues.

[Jonnytoshi @jonnytoshi]

In Q1 2026, @Cardano shipped Circle's $USDCx, a @LayerZero_Fndn integration, a privacy-enhancing partner chain mainnet (@MidnightNtwrk), a compliance standard, and the first global onchain financial audit in a single quarter.

No peer L1 has put together that institutional infrastructure in a single window.

[Messari @MessariCrypto]

@GravityChain @Galxe Amazing work on this team. Excited to see how you continue to build the agent era😊

[Gravity @GravityChain]

The world computer for the agent era. Built by @Galxe.

Read the @MessariCrypto breakdown on Gravity L1.

[Messari @MessariCrypto]

Read the full report here

https://t.co/KttUwyd8dv

[Messari @MessariCrypto]

Engineered for agents with blockspace as a public good:

.@GravityChain is now live.

- 12,000+ TPS for ERC-20 transfers at 200-millisecond block times, with substantial modifications to Reth, including a more pipelined architecture and optimizations to Reth’s merklization and storage.
- Nonzero fees low enough to scale agent workloads while still preventing sybil attacks.
- A Native Oracle allowing external-world state to be observed onto Gravity without adding an extra trust assumption.
- An installable Skill that lets any compatible coding agent operate or build on the chain directly.
- G, the network’s native gas, staking, payment, and governance token.

@KreiserMatt breaks down what you need to know 👇

[Matt Kreiser @KreiserMatt]

First launched in August 2024 to bring Web3 growth and distribution platform @Galxe onchain, @GravityChain is now live as its own fully EVM-equivalent Layer-1 (L1), engineered for agents with blockspace as a public good.

What you need to know:

> technical architecture
> native oracle
> engineered for agents with blockspace as a public good
> G tokenomics
> roadmap

Report by @CryptoRick98: https://t.co/rNJVOc8EY3

[0xWeiler @0xWeiler]

1/ Everyone talks about Prediction Market Vol, but investors care about fees. I pulled the last 10 weeks of take rates across the major prediction markets to analyze which platforms have been earning the most fees per $ traded, and what that reveals about user fee sensitivity

(since Polymarket launched platform-wide taker fees on Mar. 30):

1. @Kalshi - 2.55% ($340.4M fees)
2. Polymarket (US) - 1.84% ($26.2M fees)
3. @Polymarket - 1.12% ($68.1M fees)
4. @trylimitless - 1.11% ($7.5M fees)

[Messari @MessariCrypto]

Get your seat before they’re gone!

https://t.co/btw1mOcgvA

[Messari @MessariCrypto]

This is your FINAL CHANCE.

Seats are nearly gone for our CRCL vs ARC webinar. This is your opportunity to position for the future of stablecoins.

@immutablejacob & @AvgJoesCrypto breaks down the differences in valuation between the $CRCL stock and their upcoming token, ARC.

Join us to get a deeper picture of Circle’s growth potential.

[Messari @MessariCrypto]

Read the full report here

https://t.co/nLWM2uW0bJ

[Messari @MessariCrypto]

State of TON Q1 2026

Key Update: TON delivered Q1 data behind Telegram's distribution thesis (the conversion of Telegram's 950M+ MAU into TON users), with $88.5M in Fragment-settled Telegram-product revenue holding through a 26.4% spot price drop and cross-chain NFT share rising to 35.5% on Telegram-issued product demand.

@ton_blockchain @telegram

QoQ Metrics📊

-NFT cross-chain market share ↑ 130.4% to 35.5% as Telegram-issued Numbers, Usernames, and Gifts drove utility-based demand

-Fragment-settled Telegram-product revenue ↓ 20.3% to $88.5M, with recurring revenue (Premium + Ads) ↓ only 10.5% vs discretionary Stars ↓ 30.7%

-DeFi TVL ↓ 34.9% in USD vs only 11.6% in native TON-denominated terms

-USDT transfer volume ↓ 32.5% to $77.0M daily average, with transfer count holding flat at 73,600/day as P2P Telegram transfers and Mini App flows replaced higher-value DeFi routing

-Daily active addresses ↓ 8.8% to 90,790 daily average, signaling Q1 lacked a meaningful user-acquisition surge

Post-quarter, MTONGA (Make TON Great Again) shipped four of seven announced steps, bringing sub-second finality via Catchain 2.0, a 6x transaction fee reduction, and Telegram becoming TON's largest validator with 2.2M TON staked.

Despite the DAA decline, transactions per address rose from 19.2 to 21.0 QoQ, pointing to existing users engaging more intensively as Telegram's product economy converted.

Q2 will test whether MTONGA's post-period infrastructure converts Telegram's broader user base into TON activity at scale.

[Jonnytoshi @jonnytoshi]

the-open-network:native captured 35% of cross-chain NFT volume in Q1'26, up from 15% in Q4, second only to ethereum:native.

Every other major chain's NFT volume fell at least 58%.
ethereum:native -63%, $SOL -58%, $Base -89%, $MATIC -73%.

[Messari @MessariCrypto]

Here's your Messari weekly wrap!

New research out now:

New Enterprise Research Report: State of Blockchains
https://t.co/7mSBUw0zHa

@octra
Building the Encrypted Web for Programmable Privacy
https://t.co/seUuGmYcig

@Mantle_Official
State of Mantle
https://t.co/7QT4XvLXRO

------------------------------

New Media:

@StellarOrg
State of Stellar Q1 2026 & Beyond
https://t.co/qwP2dv1q5H

Fully Diluted
Interview with Octra: Private DeFi, Encrypted AI & Onchain Privacy's Future
https://t.co/EhhJ8l2R9z

---------------------------------

Webinar:
$CRCL vs ARC: Understanding Circle and ARC
Hosted by @immutablejacob & @AvgJoesCrypto

Happening Jun 10th. Sign up via the link below.

https://t.co/k9GKFlVMBv

---------------------------------

Products & Tutorials:

Mindshare and sentiment are easier than ever to track with Messari Signals. See how to measure mindshare in a glance.

https://t.co/2IoloLG4rF

Create your own crypto monitoring bot with Messari monitoring, n8n, Hermes, and Telegram.

https://t.co/GN2FIwX0x8

That's all for this week! We'll see you next time for another wrap-up.

[Messari @MessariCrypto]

Create your own crypto monitoring bot with Messari monitoring, @NousResearch, @n8n_io, & @telegram.

Pass your monitoring alerts to Hermes and receive summarized messages providing more nuance right in your Telegram.

Watch the overview video and read through our X article tutorial below.

[Messari @MessariCrypto]

In this edition of Fully Diluted, @AvgJoesCrypto sits down with the co-founder of @octra, @octralex.

Octra is an FHE-based L1 that computes on encrypted data without any decryption.

They discuss private DeFi, encrypted AI, the launch of a zero-min Uniswap auction, and more.

Watch the full episode here 👇

[Messari @MessariCrypto]

Follow this tutorial to start creating your crypto monitoring bot.

https://t.co/OJ7MXX2Rjt

[JS Low @lowjiansheng]

https://t.co/cxNqP83bZj

[Messari @MessariCrypto]

Create your own crypto monitoring bot with Messari monitoring, @NousResearch, @n8n_io, & @telegram.

Pass your monitoring alerts to Hermes and receive summarized messages providing more nuance right in your Telegram.

Watch the overview video and read through our X article tutorial below.

[Messari @MessariCrypto]

Read the full Canton Network report here.

https://t.co/sbP5DyGkdA

[Messari @MessariCrypto]

Most blockchains weren't built for regulated markets. @CantonNetwork is building one that is.

Their infrastructure has even pulled in the likes of DTCC, J.P. Morgan, Visa, and other major institutions.

If you haven't read up about Canton yet, make sure to check out our report on them.

[Messari @MessariCrypto]

Most blockchains were never designed for regulated financial markets.

@CantonNetwork is attempting to build shared financial infrastructure with synchronized settlement, atomic interoperability, and institutional-grade privacy, without relying on a globally replicated public state.

That design is already attracting participants like DTCC, J.P. Morgan, Broadridge, HSBC, Visa, and Franklin Templeton.

@immutablejacob breaks down Canton’s architecture, sub-transaction privacy model, institutional adoption, CC tokenomics, and the role of the Global Synchronizer in this new report 👇