Lucas Lima’s Post

Don't miss out on this insightful report from a16z crypto about the crypto market in 2024—it's a must-read! I’ve attached the link for your convenience. A lot of thanks Daren Matsuoka, Robert Hackett and Eddy Lazzarin https://lnkd.in/dyA-KYXY

Why is Bitcoin and the broader crypto market flirting with an all time high? Personally I don’t think it’s any one thing. Here’s my take on a number of factors: 1. Political Environment We’re closing in on a very uncertain election in the US, and while promises have been made by both candidates, ultimately how crypto is treated is mostly about Congress. Neither candidate really seems to understand it well, and so I think the hype from that is the smokescreen. The underlying force is uncertainty. Right now it seems like whatever happens in this country, we are in for a very bumpy ride, and crypto is the most anti-fragile thing we have right now. I’m not sure anyone who understands crypto can sit this critical period out, even if for whatever reason you’re not a big fan, it’s a risk management strategy. 2. True mainstream adoption is underway. It doesn’t look like Satoshi’s vision for Bitcoin, but some of the largest financial services entities on the planet are planning, launching, or scaling crypto-enabled business lines and products. They’re going on national television and telling people about it routinely. The more this happens, the faster the flywheel goes. 3. Crypto and AI have finally reached a nexus. I’ve spoken before about these being convergent technologies and that AI and machines will need a secure, digitally native currency in order to behave autonomously, and that’s exactly what has started happening this past week in particular. AI agents are now being equipped with wallets so that they might independently perform work, and settle up with any respective party directly without halting their workflow to consult a human. The market for this is going to be bigger than anything we’ve ever seen. The remittances between parties will also wind up happening so frequently that no legacy infrastructure could even hope to keep up. There are other price drivers, but these are the ones that really stand out to me as generating new demand outside of the routine crypto use case of hedging against inflation as a store of value. Anyway, my crypto friends, am I missing anything?

It's exciting to see Messari’s 2025 Crypto Outlook Report, which highlights the extraordinary growth trajectory of Solana in the blockchain ecosystem. Congratulations to Ryan Selkis and Matthew Markewicz for their visionary theses and the hard work of the entire Messari team. Their 2023 prediction that Solana would become a major player has proven remarkably accurate! 🔍 Key Highlights from the Report on Solana: 1. Solana’s Resurgence: Last year, Messari identified Solana as the "comeback player of the year." This resurgence wasn’t just a rebound from the FTX collapse but a strategic foundation for Solana’s breakout in 2024, positioning it firmly among the top three blockchains alongside Bitcoin and Ethereum. 2. Technological Advancements: Firedancer Client: The introduction of the Firedancer client by Jump Trading Group has enhanced Solana’s transaction processing speeds and scalability, setting the stage for even greater performance in 2025. Token Extensions: Released in Q1, Token Extensions have brought unprecedented configurability to Solana-based tokens, with significant adoption from major players like PayPal PYUSD. 3. Ecosystem Expansion: DeFi & DePIN Growth: Solana saw a surge in DeFi participation, with TVL skyrocketing from $1.5 billion to over $9 billion. Additionally, Solana leads in DePIN applications, hosting 78 projects compared to Ethereum’s 74. AI Integration: Solana is pioneering the integration of AI into the crypto ecosystem, with notable projects like ai16z leading the charge. 4. Institutional Interest: The momentum doesn’t stop at DeFi and AI. Solana attracts significant institutional interest, evidenced by multiple SOL spot ETF filings from major financial firms. This trend is set to drive Solana’s adoption and investment in the coming years. 5. On-Chain Fees Leadership: One of the standout visuals from the report showcases how Solana now leads Ethereum in on-chain fees, underscoring its growing adoption and transactional volume.

Messari’s Crypto Theses 2025 puts PayFi in the spotlight 🚀 Proud to see Arf featured alongside Huma Finance as key players transforming cross-border payments. PayFi is reshaping global finance, and stablecoin-powered solutions are at the heart of this shift. Read more in Messari’s latest report 👇

Last week we released our latest State of Crypto report. It shared insights on key trends around the space from stablecoins to policy issues. The part I found most interesting was the increase in crypto activity and usage hitting all time highs! Check out the full report: https://lnkd.in/gdeJMuyJ This is an excerpt of a16z crypto’s State of Crypto. The full report should be read in its entirety for important disclosures and context. None of the above should be taken as investment advice or an advertisement for investment services; see a16z.com/disclosures for further information.

After reading this report the biggest takeaway is that the future is most definitely looking bright ⚡ Loved the Daylight callout in the section discussing how the most transformative advancements in DePIN are happening in energy, with Messari writing: "Daylight Energy: experiencing explosive growth at 400% month-over-month, with an average of four successful referrals per user, validating its DER coordination network (a decentralized network that aggregated DERs for the use of VPPs and DRPs) as it scales rapidly through local DER installations and electrification." This is just the beginning. 2025 will be even bigger. #depin #crypto

Report Messari Crypto Theses 2025 #Crypto2025

Messari's Crypto Theses 2025 shines a light on PayFi – a game-changing approach to payment financing. Traditional payment solutions are slow (days to settle), expensive (7% global remittance fees), and often inaccessible. Blockchain and stablecoins are changing this paradigm. As part of the Arf team, I'm excited to see how, together with Huma Finance, we're helping create more efficient, global financial networks that can unlock working capital for businesses across continents. The future of finance is being rewritten – faster, more inclusive, and truly global. 🌐💡 📖 Read the Report: https://messari.co/3ZZAWgP

📢 Messari's Crypto Theses 2025 is Here! Dive into the definitive guide to the crypto industry's key trends, narratives, and predictions for the year ahead. From macro insights to sector highlights on Bitcoin, Ethereum, DePINs, and AI x Crypto, this year’s report is packed with everything you need to stay ahead in 2025. 🌐 State of Crypto: macro trends, policy updates, and capital flows shaping the crypto landscape. 🗂️ The Sector Theses: Deep dives into key crypto sectors, including Bitcoin, Ethereum, Solana, DeFi, AI x Crypto, and emerging infrastructure trends. 🫶 Messari Analyst Picks: Analysts’ curated insights on standout winners, losers, and top assets for 2025, alongside key trends like DePIN, AI agents, and Hyperliquid ecosystems. 🏆 The 2024 Messari Awards: A celebration of the best protocols, teams, and innovations in crypto, as voted on by the Messari team. 📖 Read the Report: https://messari.co/3ZZAWgP To celebrate the launch, we’re offering 30% off an annual Messari Pro subscription—unlock advanced analytics, premium research, and exclusive insights to power your crypto journey. Use code THESES25 at checkout! 🎉 Upgrade to Pro for 30% off: https://messari.co/3ZUybhE

🧑🎓 𝐇𝐎𝐖 𝐁𝐈𝐆 𝐈𝐒 #𝐂𝐑𝐘𝐏𝐓𝐎 𝐓𝐎𝐃𝐀𝐘? 𝐒𝐓𝐀𝐓𝐄 𝐎𝐅 𝐂𝐑𝐘𝐏𝐓𝐎 𝐀𝐍𝐍𝐔𝐀𝐋 𝐑𝐄𝐏𝐎𝐑𝐓 𝐀𝐙𝟏𝟔 (October 2024) Andreessen Horowitz (best known as a16z) is a venture capital firm that backs bold entrepreneurs building the future through technology. Every year they release an annual "State fo Crypto Report". This is their 3rd edition and worth a read. Some important key takeaways are: 1️⃣𝐂𝐫𝐲𝐩𝐭𝐨 𝐮𝐬𝐚𝐠𝐞 𝐡𝐚𝐬 𝐫𝐞𝐚𝐜𝐡𝐞𝐝 𝐫𝐞𝐜𝐨𝐫𝐝 𝐥𝐞𝐯𝐞𝐥𝐬, showing sustained interest despite market volatility. 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐫 𝐞𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 is also at an all-time high, reflecting innovation and new applications. 2️⃣ 𝐔.𝐒. 𝐞𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝟐𝟎𝟐𝟒 𝐰𝐢𝐥𝐥 𝐬𝐞𝐞 𝐜𝐫𝐲𝐩𝐭𝐨 𝐚𝐬 𝐚 𝐦𝐚𝐣𝐨𝐫 𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥 𝐢𝐬𝐬𝐮𝐞. As the technology matures, regulation becomes more pressing, and candidates are increasingly discussing how they will address blockchain and digital assets. 3️⃣ #Stablecoins, cryptocurrencies tied to stable assets like the U.S. dollar, are becoming more popular. Their price stability and usefulness in everyday transactions are driving this adoption, making them a preferred choice over more volatile assets. 4️⃣ 𝐁𝐥𝐨𝐜𝐤𝐜𝐡𝐚𝐢𝐧 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐡𝐚𝐬 𝐬𝐞𝐞𝐧 𝐢𝐦𝐩𝐫𝐨𝐯𝐞𝐦𝐞𝐧𝐭𝐬 that make it cheaper and faster to use. These upgrades reduce transaction fees and processing times, making crypto more accessible to users and increasing the likelihood of widespread adoption. 5️⃣ 𝐃𝐞𝐜𝐞𝐧𝐭𝐫𝐚𝐥𝐢𝐳𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 (#DeFi) is growing rapidly. By cutting out traditional financial intermediaries, DeFi platforms offer users new ways to borrow, lend, trade, and earn interest. This expansion represents a shift toward more decentralized control over financial services. 6️⃣ The 𝐢𝐧𝐭𝐞𝐫𝐬𝐞𝐜𝐭𝐢𝐨𝐧 𝐨𝐟 𝐚𝐫𝐭𝐢𝐟𝐢𝐜𝐢𝐚𝐥 𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 (𝐀𝐈) 𝐚𝐧𝐝 𝐜𝐫𝐲𝐩𝐭𝐨 is an emerging trend. Crypto technologies are helping solve some challenges faced by AI, such as managing vast amounts of data and distributing computing power more efficiently. This overlap is opening up new frontiers for both fields. So, public networks, better user interfaces, more adoption... what are you waiting for? See the complete report in the link down below these lines. #consultancy Shareyourworld