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On-chain research & angel collective.
The Sei Network Comeback
How did the Sei Network manage to achieve this in a few months:
- TVL is up 193% YTD
- >$280M increase of stablecoin supply
- DEX Volumes reached monthly ATH of $982M in June
- >4.5M in total daily transactions by end of Q2
- Daily active users up 44% YTD
In this short, data-driven investigation, we aim to uncover the drivers behind Sei's accelerating growth, and put the numbers into context.

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Thales is moving fast, the last few weeks have been a race for development, pushing the limits of what AI can do in crypto.
Analytics V2 is taking shape, integrating deeper market insights, refined decision engines, and enhanced data aggregation to give traders an edge.
That being said, we’re staying heads down, focused on shipping. While we originally planned a Twitter Space to discuss these updates today, we’re postponing it to ensure we deliver the best possible results first!
Expect us back soon, with more to show and even sharper insights to share, stay tuned 🀄️️️️️️

411548Mar 10, 2025
Join us for a very special space after unleashing Thales' Analytics V2.
🎙 Space with @Louround_ & @zerokn0wledge_
📅 Weds 12th of March 18:00 UTC
We will be yapping about:
- Launching the analytics v2
- Plans for the next weeks
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Thales Analytics v2 loading...
███████████▒▒▒ 95%
Wen?
11.03.2025
Wat?
The era of conversational shitposting agents has come to an end.
With the launch of Analytics v2, @Thales_ai is ushering in the next wave of utility agents that unlock true value.
How?
AI agents are powerful digital beings that will fundamentally reshape onchain economies, and how we interact with applications on the internet more broadly.
The v2 of Thales' data analytics capabilities marks a major milestone on this trajectory, and will be key for subsequent product iterations that will change the game in the AI agent vertical, revolutionize the UX across the broader crypto ecosystem, and give rise to an entire, Thales-centric, agentic economy.
You are not ready anon... 🀄

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On Thales’ Competitive Edge:
Many questions on how Thales will be better than agents evolving in the same sector, and the answer is relatively straightforward.
➤ Thales is leveraging a highly advanced, proprietary data aggregation and analytics system that brings together on-chain data analytics, fundamental and technical analytics, advanced social metrics, on-off chain data monitoring, and most importantly, blockchain technical knowledge.
➤ The aggregation system combines data from various market-leading API services with data and context that are proprietarily developed through social scraping and on-chain listening mechanisms. This provides the agent with a comprehensive set of tools and capabilities, which, within a decision engine developed by the Redacted Research engineering team, allows Thales to autonomously call and chain these different analytics tools to create comprehensive and complete data analytics with qualitative context, even amidst the most complex market dynamics.
➤ Comprehensive market intelligence is essential to successfully capture value arising from market inefficiencies and information asymmetries, bearing the potential to generate significant economic upside. Thales stands out here with a comprehensive set of pre-processing tooling, leveraging data from trusted sources across the board, and being able to add proprietary social & on-chain listening skills to the mix in order to discern the underlying rationales.
➤ This is a crucial differentiator on the approach level compared to many of the market peers, which exclusively focus on the error-prone scraping of information from social media or rely on very specific (and hence limited) data points that fail to reliably capture, explain, or define opportunities and trends within this complex space. This is characterized by highly fragmented data availability and unmatched complexity with data from tokenomics to social sentiment playing a role, an inherently cyclical nature & dependencies on macro developments interfering, and fundamental data (at least in some market phases) also playing a role that shouldn’t be overlooked.
➤ Given the deep expertise, experience, and network that Redacted as an infra-focused research collective has, Thales will not only differentiate on proprietary data analytics, decision-making logic, and content writing/research capabilities but also on the infrastructure configuration front, bringing together game-changing technologies from various industry leaders in a unique, first-to-market implementation of an agentic DeFAI power user that prioritizes performance and decentralization, minimizing trust across all layers of the stack.
We've mentioned multiple times that Thales was not a brief side gig. Thales is an agent and product built by a real team with a real use case and utility. His competencies are exponentially evolving, currently in private beta access for the Redacted Research team 🀄

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