Peter Horton
892 posts
Peter Horton
@ph0rt0n
Joined July 2021
- .@solana had an eventful Q2 to say the least: - blinks - PYUSD - @pumpdotfun - zk compression - network congestion & SWQoS patch - scheduler upgrade - @ore mining - @sanctumso growth - @TipLinkOfficial Wallet Adapter - @magicblock Engine - @fusewallet beta - @ColosseumOrg
- During the ICO boom 100s of projects raised over $18B. Many were abandoned. A few became sector leaders. The rest fall in the middle - active projects still searching for market fit. @helloiconworld sits in the last group, hoping to reinvent itself as a xchain interop protocol
- Replying to @ph0rt0n@Cardano led featured L1s in QoQ growth rates of DeFi TVL, DEX volume, and stablecoin market cap. Growth was driven by newer protocols @Indigo_protocol @liqwidfinance @VyFiOfficial.
- #EOS was one of the most hyped projects, raising $4.1b in its ICO, but has so far failed to live up to expectations. The community credits this to a lack of development and re-investment from the founding team and is undertaking a grassroots effort to revive the project.
- State of L1s Q2 2023 key trends from the 16 networks featured: - $ETH outperformed alt-L1 tokens - LSTfi - @Cardano DeFi growth - @avax c-chain network activity surge, tied to @LayerZero_Labs usage
- 14 L1s, 21 metrics. Comparing the financial, network, and ecosystem activity of the smart-contract platforms covered by @MessariCrypto on a quarterly basis. State of L1s Q1'23:
- State of #EOS Q2'23: - EOS EVM launched! - QoQ decrease across several EOS native usage metrics - Virtual property game @UplandMe drove most address activity - @EOSnFoundation + ENV deployed ~$5.7m across various growth initiatives, targeting EVM and GameFi projects
- deeply unserious workQ1 ‘24 income statements for Base (L2) and Solana (L1).
- life update: tmrw is my first day at @MessariCrypto!! excited to be working with @maartjebus @bloomberg_seth @jerrysun_ @0xArchytas and the rest of the protocol services team. looking forward to meeting everyone and adding to the BC Messari contingent @kelxyz_ @twobitidiot 🦅🦅
