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Dylan Bane

@dylangbane

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Research Analyst @MessariCrypto | Previously: @Princeton , @TrowePrice , @Bloccelerate | Co-Founder @pton_blockchain

https://t.co/4l6IQCSweF
Joined February 2022
Don't wanna be here? Send us removal request.
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@dylangbane
Dylan Bane
@dylangbane
17 days
The total market cap for DePIN now sits at $20 billion, growing over 400% YoY. With DePIN fundraising up 296% YoY, new acronyms are here including DeGEN, DeGIN, zk-TLS, and AI x DePIN. Much has changed and much needs explaining. It's time for an @MessariCrypto DePIN Update🧵
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@dylangbane
Dylan Bane
@dylangbane
15 days
The @MessariCrypto DePIN Market Map makes its debut at #DePINSummit courtesy of @multicoincap
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@dylangbane
Dylan Bane
@dylangbane
2 months
The Glow Protocol ☀️ deploys nearly 10 new solar farms a week from Nevada to Florida, replacing 40% of global CO2 emissions with clean solar energy. It has a token and it (actually) needs a blockchain.  Highlights from my first Messari Enterprise Research report. Link ⬇️
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@dylangbane
Dylan Bane
@dylangbane
13 days
On August 10th, the top DePIN builders and investors from around the world gathered in NYC for the 2nd annual #DePINSummit . With the DePIN Sector MCap up 400% YoY to $20 billion, the excitement for the future of DePIN was palpable. @MessariCrypto Analyst Takeaways. 🧵
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@dylangbane
Dylan Bane
@dylangbane
10 days
Looks like the first @helium Subnet not associated with Nova Labs is coming soon. If Virtual Power Plants scale faster by leveraging Helium, the result will inform the GTM of all other emerging DePINs and help validate the network-of-networks thesis.
@srcful
SRCFUL (Sourceful) ENERGY ⚡️🎈
@srcful
10 days
We're super excited to see these results! Less than 15M left for a passing vote - let's make it happen, and take the next big step on this journey! 🚀 #Helium
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@dylangbane
Dylan Bane
@dylangbane
14 days
An electric summit bringing together the smartest people in DePIN to build the future of the industry. Stay tuned for @MessariCrypto Analyst Takeaways on DePIN Summit 2024 next week.
@MoneroMahesh
MoneroMahesh @EV3
@MoneroMahesh
14 days
We were blown away by the quality of attendance for DePIN summit 2024. Massive thank you for the participants, who showed up and showed out. In classic VC fashion, wanted to share some simple takeaways I got from the event 👇🏻
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@dylangbane
Dylan Bane
@dylangbane
12 days
A friend describes UOPod as “basically like the @joerogan Experience but it’s just you rambling for 20 minutes and Jamie doesn’t pull anything up.”
@MessariCrypto
Messari
@MessariCrypto
12 days
Tune into the #UOPod on your favorite platforms and receive an exclusive discount to #Mainnet2024 . Apple 🎧:  Spotify 🎧:  YouTube 📹:
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@dylangbane
Dylan Bane
@dylangbane
16 days
If you’re attending the #DePINSummit today in NYC you won’t want to miss exclusive insights into the proposed @helium Energy Subnet from @HeliumFndn COO @ScottSigel and @srcful CEO @frahlg . Red Stage 3:40 - 4. Moderated by yours truly.
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@dylangbane
Dylan Bane
@dylangbane
1 month
Q2 saw crypto fundraising volume rise 22.5% to $3.65 billion QoQ, driven by mega deals in @monad_xyz ($225 million), @farcaster_xyz ($150 million), @berachain ($100 million), and others. Key insights from the @MessariCrypto Q2 Fundraising report. 🔽 The Networks sector saw the
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@dylangbane
Dylan Bane
@dylangbane
11 days
Awesome job by the inaugural @MessariCrypto Summer Analyst class! Shoutout to my mentees @elliotsternber1 and @assadjuan for brilliant work evaluating Stablecoin Adoption in Latin America.
@MessariCrypto
Messari
@MessariCrypto
11 days
Messari hired twelve crypto-native intern analysts from elite schools over the summer. Now, they've come together to cover the most exciting upcoming narratives for 2024. The first of this two-part report covers AI, gaming, and stablecoin adoption. 🔗
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@dylangbane
Dylan Bane
@dylangbane
13 days
1/ Diversity of real-world problems solved by DePIN. From updating electric grids built in 1898 to making at-home internet virtually free to increasing driver compensation with a decentralized Uber, DePIN is solving real problems that even your grandma could understand.
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@dylangbane
Dylan Bane
@dylangbane
12 days
Great thread by Symbiote distilling the key points from my recent @MessariCrypto UOPodcast on the State of DePIN.
@SymbioteSync
Symbiote ✈️ CoinfestAsia2024 ☀️
@SymbioteSync
12 days
DePIN is on fire! 🔥 Sector mktcap skyrocketed 5x in a year, hitting $20 billion. Fundraising shot up 4x. Time to take notice. @dylangbane of Messari nails it in a recent podcast, cutting through the hype to reveal the truth. Key takeaways 🚀👇
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@dylangbane
Dylan Bane
@dylangbane
1 month
Infra vs. Apps? From Friday's @MessariCrypto Analyst Discussion 🔽 Once again, the crypto world is debating whether the industry should focus on investing in blockchain infrastructure or applications for end-users. This debate has persisted in various forms for well over a
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@dylangbane
Dylan Bane
@dylangbane
12 days
Study Andrena and Dawn.
@SamLew_89
Sam Lewis
@SamLew_89
13 days
DePIN founders had startups that needed crypto to scale. They didn’t start with crypto and try and back into a problem. That says something about the probability of success.
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@dylangbane
Dylan Bane
@dylangbane
17 days
@Filecoin led DePINs by Market Cap at $2.4 B, followed by @rendernetwork in 2nd at $2.2 B and @opentensor in 3rd at $2.1 B. Seven of the top eight DePIN protocols by market cap are DRNs, worth a combined $12.2 billion. @helium is the only Physical Resource Network (PRN) that
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@dylangbane
Dylan Bane
@dylangbane
1 month
Crypto x AI fundraising volume is up 380% in July MoM, with over $225 million raised this month. - $85 million mega Seed round in @sentient_agi . - Polygon's @sandeepnailwal investing intensely in AI. - The L2 AI Wars have begun. @MessariCrypto Fundraising Friday Spotlight
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@dylangbane
Dylan Bane
@dylangbane
11 months
@pton_blockchain @arbitrum @CarlZielinski Excited!
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@dylangbane
Dylan Bane
@dylangbane
13 days
2/ Lack of competition between DePIN projects. There are too many opportunities in DePIN to bother with competing, and projects in the same vertical are tackling massive markets ripe for disruption. Forming partnerships over ping pong was the vibe. Keeping secrets was not.
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@dylangbane
Dylan Bane
@dylangbane
2 months
This is what high school admins meant by “preparing you for jobs that don’t exist yet”
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@dylangbane
Dylan Bane
@dylangbane
13 days
6/ Special thanks to @EV3ventures , @MoneroMahesh , @DAnconia_Crypto , and everyone else who put this together. Attendance was 3x from last year, and Messari is excited to see what's in store for next year. Full Analyst Report in next tweet👇
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@dylangbane
Dylan Bane
@dylangbane
13 days
5/ The DeGEN and DeWi Sectors are seeing tons of excitement. Fixing the energy grid and reducing CO2 emissions on the DeGEN side. Making internet access free globally on the DeWi side. These are massive problems that DePIN might be best suited to tackle.
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@dylangbane
Dylan Bane
@dylangbane
13 days
7/ @bloomberg_seth , @dylangbane , @MessariCrypto .
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DePIN Summit 2024

Messari analysts provide the big takeaways from the 2024 DePIN Summit.

messari.io
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@dylangbane
Dylan Bane
@dylangbane
13 days
3/ Early-stage projects are ushering in a new generation of DePIN. The conference steered towards protocols solving new problems. Conversations were less about storage and more about energy, wireless, and AI. DePIN is in an era of innovation.
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@dylangbane
Dylan Bane
@dylangbane
29 days
"On day 1 I will fire Gary Gensler"
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@dylangbane
Dylan Bane
@dylangbane
1 month
Some KamALPHA just dropped from the coconut tree
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@dylangbane
Dylan Bane
@dylangbane
17 days
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It’s Time for a DePIN Sector Update - DeGEN, DeGIN, AI x DePIN, zk-TLS, and More

DePIN Sector Update for August 2024 - New DePIN Market Map, DeGEN, DeGIN, AI x DePIN, Zk-TLS, Big Picture Trends, Chains with most DePIN Adoption, and More.

messari.io
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@dylangbane
Dylan Bane
@dylangbane
30 days
Interesting times indeed. YoY: - BTC up 129% (Benchmark). - SOL up 613% (Outperformed). - ETH up 75% (Underperformed). Who saw this coming 5 years ago? - Trump and RFK Jr. speaking at Bitcoin Nashville. - Talk of US Gov Bitcoin reserves. - BRICS leaving SWIFT.
@MessariCrypto
Messari
@MessariCrypto
1 month
It's been a remarkable year for crypto with the listing of Bitcoin and Ethereum ETFs, the halving, Dencun, and Solana's overall outperformance. Our team of analysts investigates what's next for the industry after a series of landmark events. Read now ⬇️
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@dylangbane
Dylan Bane
@dylangbane
13 days
4/ The hard questions are being addressed in DePIN. Do we solve demand-side constraints through sales and BD? Can Medallions solve tokenomic and governance issues? What should even count as a DePIN project? Serious debates and new ideas dominated the summit.
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@dylangbane
Dylan Bane
@dylangbane
12 days
@SymbioteSync Awesome thread!!! We’re in the 1st inning for DePIN
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@dylangbane
Dylan Bane
@dylangbane
1 month
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State of Crypto Fundraising Q2 2024

A detailed analysis of Q2 crypto fundraising reveals an uptick in investor interest in the industry with a 22.5% increase in deal volume and notable fundraising rounds in the networks, finance, and...

messari.io
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@dylangbane
Dylan Bane
@dylangbane
2 months
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@dylangbane
Dylan Bane
@dylangbane
1 month
@NaytheForceBwU Does this boost @getgrass_io rewards?
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@dylangbane
Dylan Bane
@dylangbane
2 months
(8/11) Glow has generated 83,864 kWh of power. This is enough energy to power over 90 homes and offset the CO2 emissions of 19,714 trees.
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@dylangbane
Dylan Bane
@dylangbane
1 month
@messarixinterns @JDVance1 You mean if
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@dylangbane
Dylan Bane
@dylangbane
6 months
(1/14) Institutions will tokenize RWAs primarily on Ethereum L2s and will use DeFi to trade the majority of existing RWAs within 10 years. As a result, RWAs will drive the majority of on-chain activity by 2030. 🧵
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@dylangbane
Dylan Bane
@dylangbane
2 months
Full link: 🔗 Special thanks to @DavidVorick and @Old_Samster for lively conversations, detailed insights, and feedback.
DePIN's Glow Up: Incentivizing the Deployment of Solar Farms

Can Glow, a new DePIN protocol, help tackle climate challenges?

messari.io
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@dylangbane
Dylan Bane
@dylangbane
6 months
(13/14) Asset managers will initiate the tokenization of RWA revolution, but the end result will enable self-custody of stocks, bonds, real estate, and other assets on-chain, reflecting the original values of crypto.
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@dylangbane
Dylan Bane
@dylangbane
3 months
@CarlZielinski @pton_blockchain Exciting times for Arbitrum! Let’s continue to innovate
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@dylangbane
Dylan Bane
@dylangbane
1 month
Learn more about @sentient_agi , @prodialabs , @Mira_Network , @OpenledgerHQ , @Compute_Labs .
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Unqualified Opinions Newsletter | Messari

Daily industry takes from @twobitidiot, research from the Messari team, and the top crypto news of the day in your inbox each morning

messari.io
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@dylangbane
Dylan Bane
@dylangbane
6 months
(5/14) As a result of tokenization, the cost of operating funds and trading assets will reduce, compliance will be increasingly automated, settlement time will be instantaneous, and internal processes will be automated through smart contracts.
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@dylangbane
Dylan Bane
@dylangbane
2 months
(6/11) Glow solves these problems using game theory, DePIN, and blockchain infrastructure. At a high level, Glow: 1. Incentivizes the creation of solar farms with its native token. 2. Certifies the creation of high additionality carbon credits produced from these solar farms
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@dylangbane
Dylan Bane
@dylangbane
2 months
(5/11) At the same time, the market for carbon credits is growing astronomically. The compliance market is projected to grow to $2-3 trillion annually by 2030. The voluntary market, which has a dire need for reliable high additionality carbon credits, is projected to reach $30
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@dylangbane
Dylan Bane
@dylangbane
6 months
(9/14) Cross chain interoperability through protocols like CCIP may render where tokenization happens redundant, however, institutions will still require that the majority of ultimate settlement occurs on Ethereum. The interoperability debate is beyond the scope of this thread,
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@dylangbane
Dylan Bane
@dylangbane
2 months
(2/11) As called for in the Paris Agreement, global CO2 emissions must decrease by 45% by 2030 and reach net zero by 2050 to avoid irreversible climate damage. In response, a system of carbon credits has been introduced to incentivize the reduction of CO2 emissions.
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@dylangbane
Dylan Bane
@dylangbane
2 months
@NaytheForceBwU Crypto analyst is def exactly what they were hoping for
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