Mihai Grigore (tech-metrics)

Crypto investing in 2024: - Infra & L1s most attractive for VCs to allocate to; Monad Labs led the way w/ $225m fundraise - While deals up +16% YoY to 3k deals, the amount raised was down 20% YoY to $16b - AI & DePIN fundraising up ~100% YoY and ~300% YoY, resp h/t Andrew Dyer of Messari Curious about the main themes from 2024 crypto fundraising? Read the fundraising section in the 2025 Messari Theses: https://messari.io/report/the-crypto-theses-2025

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gm

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New research on Pocket Network: 👉 Relays serviced grew 2% QoQ and 41% YoY Why relevant❓ 👉Relay requests (API calls) to #RPC nodes are done by apps, exchanges, or wallets to e.g., retrieve balances or interact w/ #DeFi liquidity pools https://messari.io/report/state-of-pocket-q2-2023

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Main takeaways from EthCC by Bankless, incl: - Compute and storage are becoming commodities - Protocol convergence and verticalization: L2s all have their SDKs for scaling out new chains - Focus on consumer: it’s time to ind product-market fit Here’s the video version: https://www.youtube.com/watch?v=G3Y1-SGz9kE

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gm

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Many Web3 protocols struggle with adoption. Not the case for storage protocols. Used storage — the key metric for storage protocols — Filecoin, Arweave, and Storj grew 82%, 20%, and 18% in Q3, respectively. Filecoin usage in a nutshell 👇 https://i.imgur.com/ya0wXqg.jpg

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138 clients onboarded large datasets (> 100TiB in storage size), eg New York City, the USC Shoah Foundation, OpenSea

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