Messari's Unqualified Opinions – Details, episodes & analysis

Ask Messari Copilot "Please explain how Glow incentivizes the build out of solar energy farms."

David Vorick, Founder of Glow joins the Messari Research team to talk about decentralized solar energy.

Glow is on a mission to power the planet with 100% renewable energy. Every individual, no matter how small, can participate meaningfully in the mission. Every contribution to Glow fuels and motivates solar farms to slash CO2 emissions, and earns you Impact Points to measure the positive change.

The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto.

00:00 Intros & Origins

05:24 Demand Side

08:15 Where are Glow Farms Deploying?

12:55 How Value Flows Through The System

16:38 The Challenge of How TradFi Underwrites DePIN Assets

24:46 David's Take on the Rest of DePIN

32:07 The Challenge of Teaching Glow

Hosted by Dylan Bane & Kinji Steimetz of Messari

Follow Messari on Twitter: https://twitter.com/MessariCrypto

Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e

Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979

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This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Ask Messari Copilot "Please explain Aerodrome's recent growth." https://messari.io/copilot/share/aerodrome-s-growth-analysis-b1f4da98-e4d1-412f-9b5a-fbcf61bf1e2b

Alex Cutler, Co-Founder of Aerodrome joins the Messari Research team to talk about DEX's, Metadex's, Aerodrome and Velodrome.

Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2. Aerodrome NFTs vote to distribute token emissions and receive incentives and fees generated by the protocol.

The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto.

00:00 Intros & Origins

03:27 The Role of Each Stakeholder in Metadex's

08:58 Voting in the Aerodrome & Velodrome Ecosystem

16:59 Zero-Sum vs. Positive Sum

24:30 LVR Toxic Flow - Is this actually a big issue?

27:48 Token Utility

Hosted by Sunny Shi & Kinji Steimetz of Messari

Follow Messari on Twitter: https://twitter.com/MessariCrypto

Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e

Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979

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This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Ask Messari Copilot: "What services does Gauntlet provide?"

Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need.

Today's guest is Matt Dobel from Gauntlet.

Learn more about Messari Protocol Services at https://messari.io/protocol-services

This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Ryan interviews Itamar Lesuisse, the Co-Founder & CEO of Argent. -----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account. -----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io

Ryan interviews Bob Summerwill, the Executive Director of ETC Cooperative. -----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account. -----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io

Ryan interviews Sam Bankman-Fried, the CEO of FTX. -----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account. -----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io

Ryan interviews Monica Quaintance, the Head of Research and Networks at Kadena. -----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account. -----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io

Ryan interviews Nathaniel Wittemore, an indepedent content curator. -----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account. -----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io

Ryan interviews Gregory Di Prisco, Head of Business Development at MakerDAO. -----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account. -----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io

Ryan Selkis interviews Aaron Wright, Law Professor at Cardozo & Co-Founder of OpenLaw. -----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account. -----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io