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Patryk Profile
Patryk

@Solofunk30

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Research Networks @MessariCrypto • Nomading the world 🌎

Chicago
Joined August 2015
Don't wanna be here? Send us removal request.
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@Solofunk30
Patryk
3 months
State of Sei (Q2 2024) ​​🔴 • TVL (SEI) ⬆️ 221.9% • SEI price ⬇️ 58.7% • NFT Volume (SEI) ⬇️ 91% How did @SeiNetwork perform and what was Sei V2’s impact? DeFi surged as the NFT sector cooled. Check the metrics 🧵
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@Solofunk30
Patryk
2 months
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@Solofunk30
Patryk
3 months
@FOXSoccer Mexico at #17 is crazy Spain should be #2
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@Solofunk30
Patryk
2 months
State of Cardano (Q2 2024) ​​🔵 • ADA Price ⬇️ 39.7% to $0.39 • TVL (USD) ⬇️ 41.2% to $219M • Revenue (USD) ⬇️ 44.3% to $0.74M What's going on with @Cardano ? Check the metrics 🧵
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@Solofunk30
Patryk
5 months
State of Sei (Q1 2024) ​​🔴 DeFi TVL ⬆️ 714% NFT metrics ⬆️ over 2,000% SEI price ⬆️ 37% How else did @SeiNetwork perform? Check the metrics 🧵
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@Solofunk30
Patryk
4 months
@USMNTOtaku @esVictorRomero What about the guy who swiped Pulisic..
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@Solofunk30
Patryk
3 months
Sei TVL is Skyrocketing 🚀 Since the launch of @SeiNetwork V2, TVL has increased 229% to $95.3 million. What catalyzes TVL growth? • New product launches • Points programs • Capital infusion due to airdrop(s) Sei has seen TVL explode due to the above. Growth started with a
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@Solofunk30
Patryk
4 months
@FOXSoccer So dirty.
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@Solofunk30
Patryk
4 months
@Deor Now that's a pretty book I would buy and never read
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@Solofunk30
Patryk
2 years
1/ Spent the day researching Coinbase's @BuildOnBase Layer-2 build atop the @optimismFND OP Stack. @coinbase considered creating a chain in 2018 and 2020 but decided not to. So why now? And what's a #Superchain ? Peep the thread to learn 🧵
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@Solofunk30
Patryk
7 months
@Ondo_Finance = TradFi meets Crypto Since raising $24 million in rounds led by @PanteraCapital , Ondo has trailblazed RWA tokenization and developed @FluxDeFi , which uses $ONDO. Blackrock's $BUIDL launch led to a re-pricing of the RWA sector, and Ondo has taken center stage 🧵
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@Solofunk30
Patryk
6 months
@SeiNetwork is a Layer-1 aiming to become the fastest network for exchanging digital assets. Already a highly performant network, the Sei V2 upgrade and Parallel Stack will further differentiate Sei and could catalyze growth. Get up to speed on Sei and its ecosystem🧵
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@Solofunk30
Patryk
1 year
$OP just flipped $ARB in market cap for the first time.
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@Solofunk30
Patryk
8 months
With so much new blockchain infrastructure launching nowadays, there’s been confusion as to what @Dymension really is. Here's a rundown on what value the network provides, how the $DYM token is used, and the project's roadmap 🧵
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@Solofunk30
Patryk
4 months
@BrettKollmann Sure, if it's a main factor. But it can be a nice boost I'm sure. You think 18 year olds like Lamar Jackson, Patrick Mahomes, Rome Odunze, wouldn't think it's a nice bonus for them to get something like this?
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@Solofunk30
Patryk
7 months
@alt_layer is to @ethereum as @dymension is to @cosmos . Infrastructure to easily launch modular blockchains is all the rage, as is restaking. AltLayer is an emerging player in both. Here's a rundown on the value AltLayer plans to provide and how the $ALT token will be used 🧵
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@Solofunk30
Patryk
5 months
@FOXSoccer Argentina, Brazil, and Bolivia.
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@Solofunk30
Patryk
2 months
@UsingCigarette Buying magazines at the airport is NPC activity fs
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@Solofunk30
Patryk
5 months
Crypto Fundraising is Up Only. Deal volume increased 3.8% to $1.36 billion in April 2024, continuing an eight-month uptrend since lows of $372 million in August 2023. Networks dominated, with three of the top five deals being Layer-1s 🧵
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@Solofunk30
Patryk
2 years
1/ @JunoFinanceHQ is a crypto Fintech that converts direct deposits to your chosen crypto allocation and lets you spend USDC, both for free! They recently introduced their own rewards token called $JCOIN. Here's a quick rundown of everything Juno and JCOIN: #GetJuno 🧵
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@Solofunk30
Patryk
2 months
Cardano Ecosystem Analysis (Q2 2024) ​🔵 • Average Daily Dapp Transactions ⬇️ 35.7% to 34,300 • Average Daily DEX Volume (USD) ⬇️ 42.5% to $4.2M Cardano's top Dapps stayed consistent, with @MinswapDEX , @jpgstoreNFT , and @liqwidfinance holding the top spots once again.
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@Solofunk30
Patryk
8 months
It's funny @blknoiz06 is one of the few people who could comfortably take this cultural artifact because everyone would feel it's only right.
@blknoiz06
Ansem 🐂🀄️
8 months
should i put it back lol i still have the hat
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@Solofunk30
Patryk
4 months
@WHOOP @Cristiano That's actually sick
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@Solofunk30
Patryk
2 months
Risk-free NFT mints? See LST-NFTs on Solana Both you and I have minted an NFT that became worthless. @Pathfinders__ is innovating to solve that with its attempt at an “unruggable,” Studio Ghibli-inspired NFT mint happening today via @LilypadLaunch . Here's what's innovative 🧵
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@Solofunk30
Patryk
8 months
After raising $20 million from investors like @paradigm and @standardcrypto , @Blast_L2 just ended its Early Access Period and went live on mainnet! Here's a rundown of what we know about the network and its differentiating features 🧵
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@Solofunk30
Patryk
2 months
Overall, Cardano experienced declines in various key metrics. However, new stablecoins emerged and the Chang Hard Fork is coming in H2. For a deeper dive into Cardano's Q2 2024 performance, check out the full @MessariCrypto report below!
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@Solofunk30
Patryk
4 months
@StevenCheah Dude has this joke loaded for weeks
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@Solofunk30
Patryk
4 months
I'm still bullish Parcl. Unique real estate/RWA use case without any direct competitors. On the most active network. Only $28M market cap and $238M FDV. Feel it's a solid opportunity. The biggest risk imo is that it's simply too early for PMF. Great for institutions hedging
@Parcl
Parcl
4 months
$PRCL staking is coming ⌛️ The $PRCL token is at the core of Parcl's intention to become the premier global venue for liquid real estate exposure and the global standard for real-time real estate pricing and analytics. 🔒 Staking is foundational to this vision, unlocking the
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@Solofunk30
Patryk
2 months
Cardano Stablecoin Analysis (Q2 2024) 🔵 • Total Stablecoin Market Cap (USD) ⬇️ 12.4% to $19.6M The incumbents, @Indigo_protocol and @DjedStablecoin , are being challenged as: • @USDMOfficial 's $USDM ⬆️ 2,558% to $3.2M • @_mynth_ 's $MyUSD ⬆️ 695% to $2.1M
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@Solofunk30
Patryk
6 months
@nonstopbutterc1 @BlockClubCHI There are never any boats anywhere near the people, and finding a million of dollars to host a free event is extremely difficult.
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@Solofunk30
Patryk
8 months
WOAH! - Me checking my screener this morning. Time to break ATH this week.
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@Solofunk30
Patryk
1 year
$XMR is a privacy coin that's shown its resilience over the past 10 years by sticking around the top 25 coins by market cap. The technology behind its privacy-preserving features is fascinating. How do they work on a technical level, and what upgrades are planned for the future?
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@Solofunk30
Patryk
3 months
@DefiIgnas They probably lean conservative in terms of saying exactly what happened when things aren't fully confirmed.
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@Solofunk30
Patryk
1 year
A week in Santa Fe with so many Messarians = A great time! A company offsite can be so valuable in a fully remote environment. Has me feeling energized and grateful to be a part of this team that's filled with super smart, passionate, and adventurous people!
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@Solofunk30
Patryk
5 months
The $KMNO token went live last week. After a quick selloff, it has doubled off its lows. Bootstrapped by Hubble Protocol nearly two years ago, @KaminoFinance has become Solana's largest protocol by DeFi TVL. A deep dive into Kamino's features and the new KMNO token 🧵
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@Solofunk30
Patryk
1 year
@raholloway @BuildOnBase @coinbase @CoinbaseSupport @CoinbaseSupport froze my account for 30 days recently and won't review it again until after those days. Beyond annoying.
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@Solofunk30
Patryk
7 months
@CC2Ventures @LineaBuild PREACH! I got my Linea Voyage NFT. I participated in the @Galxe campaigns, in the @IntractCampaign , in Linea Park. I got Linea XP. And now, I need to have provided a large $ value of assets to end up getting any reward worth while? C'mon man. Better not be the case.
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@Solofunk30
Patryk
6 months
USDe is this cycle’s attempt at a decentralized stablecoin alternative. Internet Bond? Structured derivatives product? Synthetic dollar? $USDe has exploded to a market cap of over $2 billion while bootstrapping reserves due to $ENA token incentives from @ethena_labs 🧵
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@Solofunk30
Patryk
1 month
@Zack_Pearson 1. Oline 2. Play calling 3. Coaching 4. QB
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@Solofunk30
Patryk
4 months
@TayDoll1010xl K'leanin Allen
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@Solofunk30
Patryk
6 months
@MessariCrypto Diligence continues to crush. New, hot assets like TNSR, W, ENA, DEGEN? ✅ Older, top assets like RNDR, AKT, OSMO, SUSHI? ✅
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@Solofunk30
Patryk
4 months
Crypto Fundraising is Not Up Only Deal volume and deal count stagnated in May, with volume falling 8.8% to $1.28 billion. An interesting cast of characters led the month, with @farcaster_xyz , @babylon_chain , and @Polymarket garnering the top three rounds 🧵
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@Solofunk30
Patryk
6 months
@chudnovglavniy @eigenlayer I don't really see this as an issue. If/when Eigen drops a token, the market will reach a better equilibrium for LRT supply/Eigen yields. If it's less than the current restaked ETH, then cool. If yields are marginal due to your points, but still slightly higher, leading to
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@Solofunk30
Patryk
2 months
Cardano NFT Analysis (Q2 2024) ​​​🔵 • Avg Daily NFT Trading Volume (ADA) ⬇️ 55.3% to 150,000 @jpgstoreNFT remained Cardano's top NFT marketplace in terms of transactions and volume (ADA) and was even Cardano’s second-most-used Dapp in Q2.
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@Solofunk30
Patryk
1 year
@CelsiansNetwork @arrington I don't know much about the situation, or anything about Arrington. But, to bail after some "observers" joined to have some representation of all the people who actually have major skin in the game with this bankruptcy and NewCo, seems ridiculous.
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@Solofunk30
Patryk
2 months
Cardano DeFi Analysis (Q2 2024) ​​​🔵 • TVL (USD) ⬇️ 41.2% to $219M • TVL (ADA) ⬇️ 2.4% to 558.6M @SundaeSwap outperformed after the launch of its V2 upgrade, managing a 16.3% increase in TVL (USD) to $12.7M while other protocols saw TVL fall.
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@Solofunk30
Patryk
13 days
Had a blast of a week in NYC and at @MessariCrypto Mainnet!
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@Solofunk30
Patryk
1 year
Such a fascinating chart. USDC price vs supply. When do we see a reversal?
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@Solofunk30
Patryk
2 months
Cardano Network Analysis (Q2 2024) 🔵 In April, Cardano unveiled the Chang Hard Fork, a two-phase network upgrade coming in H2 2024. Chang will take the final steps toward Cardano’s governance via onchain voting and offchain mechanisms and institutions like @IntersectMBO .
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@Solofunk30
Patryk
6 months
@MessariCrypto Diligence is crushing. No one has anywhere close to as comprehensive of a library with the most in-depth reports on networks/protocols/tokens. If I'm curious what a project or token does, there's no better option than to look at the respective Diligence Report.
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@Solofunk30
Patryk
6 months
@freedomfiles_ Would be curious to compare non-homicide violent crimes though
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@Solofunk30
Patryk
2 months
Any crypto-specific data courses out there? Something like a SQL course, but specific to sourcing data and using tools like @DuneAnalytics , @flipsidecrypto , etc?
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@Solofunk30
Patryk
2 months
Cardano Financial Analysis (Q2 2024) 🔵 • ADA Price ⬇️ 39.7% to $0.39 • Circulating Market Cap ⬇️ 39.4% to $14B • Quarterly Revenue (USD) ⬇️ 44.3% to $0.74M ADA's market cap rank fell from 9th to 10th.
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@Solofunk30
Patryk
1 year
Unibot's success has led to the creation of a new crypto sub-sector, Telegram bot tokens. Everything about the $UNIBOT token and Unibot’s plans to transcend its Telegram bot status 🧵
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@Solofunk30
Patryk
2 months
Cardano Network Analysis (Q2 2024) 🔵 • DAAs ⬇️ 33.2% to 31,800 • Daily Transactions ⬇️ 27.5% to 51,400 The ratio of transactions to active addresses (txs/DAAs) increased 8.4% QoQ to 1.62, suggesting an increase in “power users” on Cardano.
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@Solofunk30
Patryk
7 months
I'd be over the moon if I saw this as a student interested in crypto. Internship at the top crypto research company. Pays well. You get to go to Messari Mainnet. No brainer. Hyped to meet our interns this summer!
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@Solofunk30
Patryk
6 months
@nonstopbutterc1 @BlockClubCHI I have been 20+ times and there have never been any boats anywhere close to people.
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@Solofunk30
Patryk
7 months
@freedomfiles_ Spent half a year studying there. The most walkable and socially active city in the world! Walk around at any time of the day, and you will find people and packed establishments. Absolutely love the energy.
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@Solofunk30
Patryk
1 year
Optimism's Superchain era has begun! So... what's on the horizon for the network in the next 6-12 months? An in-depth recap on Optimism's Summer and what the future holds 🧵
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@Solofunk30
Patryk
11 months
Crypto in Argentina: I paid for my stay in USDT to prevent PayPal's worse exchange rates. I can pay for my concert tickets in crypto I can enter my address in-app to mint an NFT for free on Polygon that is a memento of the concert. Crypto in Latin America is sick.
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@Solofunk30
Patryk
1 year
1/ It's been two weeks since @optimismFND 's Bedrock upgrade. Having worked on Messari's $OP Diligence Report, here's a thread on Optimism, OP incentive mechanisms, future OP dilution, and the state of @OptimismGov as Season 4 kicks off with #Bedrock live." Let's dive in.
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@Solofunk30
Patryk
1 year
@CFBONFOX This guy gonna cry every time he loses a big game this year? Starting to hope the Bears don't take him...
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@Solofunk30
Patryk
5 months
@CFCBears MEDIOCRE?? This one of the best WRs in Bears history!
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@Solofunk30
Patryk
1 month
Hyped to be speaking at @MessariCrypto 's Mainnet Conference in NYC this year! I'll discuss the State of Rollups and join a panel on the State of @Optimism . Sign up with this link for 30% off your ticket + a year of Messari Lite:
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@Solofunk30
Patryk
6 months
@nonstopbutterc1 @BlockClubCHI I don't think a boat would care to be getting within 10 meters of concrete walls. Go to Montrose Beach at 7 AM and check how many boats you see anywhere nearby. Post a photo!
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@Solofunk30
Patryk
1 year
How will PayPal's new stablecoin, $PYUSD, fare in the stablecoins sector upon its launch to PayPal users? @MessariCrypto 's Stablecoins Screener shows that the top five stablecoins by market cap are deployed on many networks and have over $700 million market caps.
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@Solofunk30
Patryk
6 months
@nim_network I can't see the tokens
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@Solofunk30
Patryk
2 years
Checked out @solanaspaces in Miami today. I dug it! Some cool merch and tons of tutorials on different crypto projects/topics. Free @phantom ghost hat too. Also, Wynwood is such cool area with all the shops, colors, and graffiti!
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@Solofunk30
Patryk
23 days
HUGE product announcement coming at Messari Mainnet next week! 👀
@MessariCrypto
Messari
23 days
What’s smart, fast, and about to change the game? Something BIG is about to drop at #Mainnet2024 !
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@Solofunk30
Patryk
3 months
Sei Liquid Staking Analysis (Q2 2024) ​​​🔴 Liquid staking TVL (SEI) ⬆️ 5.1% to 23.M Liquid staking saw steady growth in Q2, with @Silo_Stake (iSEI) eating more of @Kryptonite_fi ’s (stSEI) market share. A new liquid staking competitor, @StaFi_Protocol launched its $rSEI token.
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@Solofunk30
Patryk
5 months
I'm in a place called Nosara and any time I see the name I immediately think @nosana_ai ...
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@Solofunk30
Patryk
16 days
Enjoyed moderating this panel at @MessariCrypto Mainnet with some killer teams and founders today! Video recordings coming soon.
@gelatonetwork
Gelato 🟠
16 days
Find Gelato at @MessariCrypto Mainnet NYC this week! 🇺🇸 Gelato founder @hilmarxo will be on stage today to discuss Blockchain Architectures on a GOATed panel w/ → Zk-Sync Founder @gluk64 → Initia Founder @ItsAlwaysZonny → Alchemy Founder @nikil 📍Macro Stage 🗓️ 1:40 PM EDT
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@Solofunk30
Patryk
11 months
Vote for the OP man @raholloway (Raho) to be elected one of three members for @optimismFND 's new Milestones and Metrics sub-committee. Or delegate your OP with me and it will be done 🔴
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@Solofunk30
Patryk
16 days
I love New York City. High activity anywhere, any time. Interesting things happening all over. High energy. People of all backgrounds. Different languages spoken. People do whatever they want. This is America.
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@Solofunk30
Patryk
2 months
Chain abstraction feels magical when it works at cheap prices. Nice examples here. Gotta imagine all these flows are the norm 1-2 years from now.
@ayyyeandy
Andy
2 months
One of the biggest criticisms of chain abstraction is the intangibility of the idea. "Wen?" "Are there any live products I can use?" "Lots of promises of solving UX, but nothing's changed" Here's a list of project demos that you can see for yourself right now 🧵
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@Solofunk30
Patryk
3 months
@FOXSoccer Venezuela vs Canada
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@Solofunk30
Patryk
4 months
@SeiNetwork 's Q2 report coming soon 👀
@Antvale_
AntVale
4 months
SEI V2 launched just 1 month ago and its TVL almost doubled surpassing blockchains that have had DeFi for much longer!! just leaving this here... @SeiNetwork
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@Solofunk30
Patryk
17 days
Messari x AI
@MessariCrypto
Messari
17 days
✨ Introducing Messari Copilot – All of Crypto. One Assistant. Messari Copilot taps into 30+ TB of crypto data from our own vault of: ✍️ Research 💰 Fundraising ⛓️ Onchain metrics 📊 Market and social data 📰 News/Podcasts Built for Trust. Built for Speed. Let’s dive in 🧵⬇️
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@Solofunk30
Patryk
4 months
@layer3xyz Linea Park V2 LFGGGG /s
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@Solofunk30
Patryk
23 days
My previous role as a financial crimes consultant 🤝 My current role as a research analyst covering projects like Circle/USDC Pretty cool for me to see these worlds continually merging!
@jerallaire
Jeremy Allaire - jda.eth / jdallaire.sol
23 days
CIRCLE NEWS: Today, we announced the initial availability of a completely new suite of product, @circle Compliance Engine, a new service that helps companies build onchain while meeting rigorous demands for compliance. We’ve built up tremendous capabilities in this area over
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@Solofunk30
Patryk
3 months
@SadeekNextWave Hold up, his last return was versus LOVIE!? Wow
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@Solofunk30
Patryk
2 months
Incredible piece. It felt like I was reading course material for a 400/500-level blockchain infrastructure course. Very well laid out, organized, and with concrete examples. Two years ago, I would have read this piece and my brain would probably have ceased to function. Today,
@mvyletel_jr
Marshall Vyletel Jr.
2 months
TRUSTLESS ROLLUP INTEROPERABILITY This article, co-authored with @_weidai , is meant to serve as a source of truth for builders and users interested in exploring trustless rollup interoperability. 1/10
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@Solofunk30
Patryk
9 months
Such a fun event! Great mix of locals and foreigners working in the space. Describing what Messari does in Spanish was a fun challenge 😄
@TrustlessState
DavidHoffman.eth 🦇🔊
9 months
Más de 150 personas llegó a la meetup de Bankless in Buenos Aires!! Se bebió muchas vino🍷
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@Solofunk30
Patryk
3 months
Sei DeFi Analysis (Q2 2024) ​​​🔴 The composition of DeFi activity was altered post-Sei V2. @YeiFinance became Sei’s first borrowing and lending protocol and @dragonswap_dex became Sei’s first EVM-compatible DEX. Both introduced points programs at the end of June.
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@Solofunk30
Patryk
7 months
How does $BODEN have under 20 daily candles. Feels like this thing has been around for months 😂
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@Solofunk30
Patryk
1 year
Diligence Reports from our Diligence Team just went live! The reports are amazing. We get DEEP during our research to make sure they contain the most accurate information out there on an asset/project.
@MessariCrypto
Messari
1 year
1/ Exciting news for our Enterprise Customers! We are thrilled to announce the availability of our fully integrated Diligence Report library, offering targeted asset research to meet all compliance and research needs.🧵
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@Solofunk30
Patryk
4 months
@nic__carter Yeah I'm surprised with the quality of the debate amongst that panel. Sober takes.
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@Solofunk30
Patryk
2 months
Why does everyone say they cringe/avoid saying they work in crypto? I work in an industry that's more fun, fast-paced, and intellectually stimulating than most. I'll proudly say I work in crypto and happily express that when asked. I feel others should too.
I cringed every time I told someone I worked in crypto at a wedding this weekend. Sideways chop/down is almost done
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@Solofunk30
Patryk
15 days
Sick shot Meghan! Great to have @gluk64 and @zksync on yesterday’s @MessariCrypto panel.
@Meg_Hughes
MEGHAN ZK 💫 🍅 🔥
16 days
Power panel on L2s and roll ups, it's not just about scale anymore it's about customization and interoperability across chains.
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@Solofunk30
Patryk
5 months
Overall, Sei experienced significant growth across active addresses, DeFi, and NFTs in its second full quarter since going live in August 2023. For a deeper dive into Sei's Q1’24 performance, anyone can read the full @MessariCrypto report below!
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@Solofunk30
Patryk
5 months
@cryptorecruitr What new projects/developments have you excited about the Cardano ecosystem over the rest of 2024?
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@Solofunk30
Patryk
1 year
Another @0xEthChicago mirror post is up! This one highlights the Chicago crypto community and why we deserve a spot amongst the "crypto hubs" in the United States.
@0xEthChicago
ETHChicago
1 year
Meet @Solofunk30 , a passionate #ETHChicago member shining a light on Chicago's burgeoning crypto scene. In his latest piece, he makes a compelling case for why the Windy City is poised to become America's next crypto hub.
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@Solofunk30
Patryk
1 month
Plans fell through so here I am drinking an old fashioned, listening to interop podcasts, and playing onchain
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@Solofunk30
Patryk
3 months
Sei DeFi Analysis (Q2 2024) ​​​🔴 TVL (USD) ⬆️ 32.9% to $60.9M TVL (SEI) ⬆️ 221.9% to 179M TVL composition changed after Sei V2’s launch on May 27. EVM-compatible protocols launched: @YeiFinance , @dragonswap_dex , @jlyvrs , @CarbonDeFixyz , @symbiosis_fi , and @okutrade (Uniswap).
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@Solofunk30
Patryk
11 months
2024 is shaping up to be the year we see @optimismFND morph from centralized to decentralized. With Optimism focusing on technical decentralization more than ever before, here's how the road looks 🧵
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@Solofunk30
Patryk
7 months
There are over $400 trillion in real-world assets. Just over $1 billion is represented onchain today. Ondo aims to change this paradigm and make institutional-grade financial products and services available to everyone. Today, they offer three tokens collateralized by RWAs:
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@Solofunk30
Patryk
9 months
@hydro_fi Will you be able to convert staked INJ or we should unstake and make it liquid now?
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@Solofunk30
Patryk
28 days
I L L pride! @ILL_Blockchain >>>
@MBC_Conference
Midwest Blockchain Conference
28 days
Illini Blockchain is a student-run Web3 club at the University of Illinois, dedicated to cultivating the next generation of technology. We provide educational, professional, and hands-on project opportunities in both Business and Technical fields to empower students in this
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@Solofunk30
Patryk
5 months
Sei Financial Analysis (Q1 2024 ) ​​​🔴 SEI price ⬆️37% to $0.82 Circulating market cap ⬆️59% to $2.18B The discrepancy is due to a 16% increase in circulating supply. Despite the QoQ increase, SEI’s market cap rank remained at 59th from Q4'23 to Q1'24.
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