Explore every episode of the podcast Messari's Unqualified Opinions
| Title | Pub. Date | Duration | |
|---|---|---|---|
| How The Innovation Game Is Crowdsourcing Better Algorithms | Fully Diluted with Messari Research | 16 Apr 2025 | 00:55:00 | |
Ask Messari Copilot: How can decentralized protocols change the economics of R&D in science and AI? See Copilot's Response: https://messari.io/copilot/share/decentralizing-r-d-economics-069debfe-3e9a-4281-8c5c-442e829d94b5 How do we incentivize the next great algorithm? Why does open-source AI matter more than ever in a world of geopolitical tension and centralized power? In this episode, we dive deep with John Fletcher—physicist, mathematician, and creator of The Innovation Game—to explore a decentralized protocol for algorithm development, the future of AI scaling, and how crypto can align incentives for global innovation. From AI arms races to source separation in music production, this conversation spans the spectrum of science, strategy, and society. Read Their Recent Blog To Learn More: https://medium.com/@tigfoundation/the-innovation-game-how-a-market-for-open-algorithms-sets-science-free-b2eb6abcaa1e 00:50 Introductions 2:20 Protocol Basics 8:23 Algorithmic Use Cases 12:46 Historical Context 18:27 Open Source Challenges 24:47 Predictability 29:25 Scaling and Global Talent 36:08 Licensing 42:36 Geopolitics 50:42 Inspiration 53:37 Conclusion Hosted by Chris Davis 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 ____ 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. | |||
| Cooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified Opinions | 10 Apr 2025 | 00:54:13 | |
Ask Messari Copilot: What are the most promising models for scaling DePIN infrastructure? See Copilot's Response: https://messari.io/copilot/share/scaling-deepin-infrastructure-models-ffbd3d95-53c1-4cdc-98cd-58d36f43250a In this week’s episode, the Messari Research team breaks down the latest market narratives—from DePIN’s growing pains to macro risks and app consolidation on Solana. We’re talking tariff chaos, Circle’s IPO delay, gaming tokenomics, and what we’re actually doing onchain during all the volatility. The Analysts Discuss: 📡 DePIN Revenue: Can protocols like Helium, GEODNET, and Glowe scale? 📉 Macro: Tariffs, market uncertainty, and crypto relative strength 🏦 Circle IPO: Why it got delayed and what that means for stablecoins 🧬 Solana: Super apps, vertical integration, and the memecoin washout 🎮 Gaming: Token design, GUN launch fallout, and consolidation 🔬 Infra: MegaETH testnet and why infra still matters 🧪 Onchain Life: What the team’s farming, testing, and feeding (yes, Mega E-fluffs) 00:00 Introductions 1:06 Tariff Fallout 12:16 Circle IPO Delay 19:30 Superapp Thesis 28:07 State of Gaming 32:03 Cycle Analysis 38:22 DePIN Tokenomics 44:30 Current Interests 53:28 Conclusion Hosted by Matthew Nay 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 ____ 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. | |||
| The Meta Got Too Smart: Now What? | Fully Diluted with Messari Research | Unqualified Opinions | 24 Mar 2025 | 00:57:13 | |
Ask Messari Copilot "Which protocols have shown the strongest fundamentals this cycle despite underperforming in price?" https://messari.io/copilot/share/evaluating-protocol-fundamentals-9ada2e1c-b1e5-4cd7-be67-dc24f483a0dc In this episode, the Messari Enterprise team sits down for a candid conversation on where we are in the crypto market cycle—and where we might be headed. We dive into: 🧠 How the market became too self-aware and what that means for future participation 📉 Why ETH and altcoins are underperforming—even with a strong BTC ETF backdrop 🏦 The real role of Bitcoin: risk-on asset or digital gold? 🧪 Narrative fatigue, ETF skepticism, and the memecoin-to-perps trading migration 🚀 What we're still bullish on: DPIN, Hyperliquid, product-led chains, and the long arc of self-custodyFrom macro outlooks and market structure to the memes that move markets, this is one of our most wide-ranging (and honest) conversations yet. 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 01:12 Crypto Market Narratives & Trends 10:55 Bitcoin & Ethereum Investment 22:16 Blockchain & Infrastructure 30:55 AI & Crypto Integration 36:07 DeFi, Liquidity & Trading Strategies 46:26 Future Predictions & Closing Thoughts Hosted by Dylan Bane 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 ____ 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. | |||
| Reinventing Online Privacy | Fully Diluted with Messari Research | Unqualified Opinions | 13 Mar 2025 | 00:25:35 | |
Join Anyone and Messari's Dylan Bane as they explore the future of decentralized online privacy. Anyone is building the largest internet-routing DePIN in the world: a modular privacy layer for any application to use seamlessly. 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. Hosted by Dylan Bane 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 ____ | |||
| Revolutionizing EV Charging | Fully Diluted with Messari Research | Unqualified Opinions | 12 Mar 2025 | 00:49:13 | |
Join DeCharge Founder and CEO, Mohan Kuldeep Ponnada, Co-founder Dr. Prakash Kamaraj and Messari's Dylan Bane as they explore the future of energy: decentralized, autonomous, and on-chain. DeCharge is leading the charge—literally—by building a global network of smart, autonomous EV chargers. With deployments already active in the U.S., Europe, and Asia, DeCharge is creating the infrastructure needed to support the rise of autonomous vehicles, drones, and decentralized physical AI (DePAI). 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. Hosted by Dylan Bane 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 ____ 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. | |||
| Building Decentralized Physical AI | Fully Diluted with Messari Research | Unqualified Opinions | 27 Feb 2025 | 00:50:43 | |
Join FrodoBots Lab's Co-Founder Michael Cho and Messari's Dylan Bane and Kinji Steimetz as they explore how crypto-powered robotics and decentralized networks are unlocking real-world AI applications, from urban navigation to autonomous agents. Learn how decentralized physical AI is solving bottlenecks in data collection, model validation, and hardware scalability—and why this space could be the next big wave in crypto.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 02:20 About Frodo and DePIN 04:28 Understanding Robotics & AI 19:18 Reward Incentives 24:21 Future of Robotics & AI 36:33 Challenges & Adoption 44:11 Data Collection & Validation Hosted by Dylan Bane and Kinji Steimetz of Messari Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ 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. | |||
| The Evolution of Proof of Location and Decentralized Data With XYO | Fully Diluted with Messari Research | Unqualified Opinions | 13 Feb 2025 | 00:24:47 | |
Join Markus Levin (Co-Founder of XYO) and Messari's Dylan Bane as they explore the evolution of proof of location and decentralized data verification. Discover how XYO is bridging real-world data with blockchain through its proof-of-origin technology and vast global node network. Learn how the protocol is tackling challenges in location spoofing, tokenomics, and user adoption while scaling to new use cases like AI, gaming, and physical systems. 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 01:13 Protocol and Background 08:05 Data & Technology Trends 09:40 Tokenomics & Governance 17:19 User Experience (UX) & Adoption 20:19 Building on L1s and Future Plans 23:13 AI & Physical Systems Hosted by Dylan Bane 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 ____ 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. | |||
| PayFi Deep Dive With Huma and Solana | Fully Diluted with Messari Research | Unqualified Opinions | 12 Feb 2025 | 00:42:42 | |
Join Messari's CEO, Eric Turner, alongside Richard Liu (Co-Founder & Co-CEO of Huma Finance) and Lily Liu (President of Solana Foundation) as they explore the transformative potential of PayFi in crypto and traditional finance. Discover how decentralized finance is reshaping cross-border payments, payment financing, and real-world financial applications. Learn why PayFi is more than just fast and cheap transactions—it's the future of a global, decentralized financial ecosystem. Read the full PayFi report: 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. 00:30 Intros 09:35 PayFi 17:33 Solana 26:23 Arf 34:39 Future Hosted by Eric Turner 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 ____ 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. | |||
| Disrupting Cloud Computing: Meet io.net | 29 Jan 2025 | 00:29:18 | |
Ask Messari Copilot "How could io.net's model impact cloud computing costs for businesses?" https://messari.co/4jBFZgo Tory Green, io.net's Co-Founder and CEO, join Messari Enterprise Analyst, Dylan Bane to discuss io.net and cloud computing. io.net is revolutionizing the $2.5 trillion cloud computing industry by creating a decentralized network of underutilized GPUs. Think "Airbnb for compute power." Their innovative approach offers virtually unlimited scalability, lower costs (up to 10x cheaper), and improved performance. Backed by an impressive network of 300,000 GPUs and partnerships across 130 countries, io.net is making waves in AI, decentralized infrastructure, and beyond. 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. 00:52 Introduction to io.net & Its Purpose 05:29 Advantages of Decentralized Compute 13:15 io.net Token System 12:20 Partnerships & Collaborations 19:03 AI Agents & Compute Demand 21:50 Future Goals & Vision Hosted by Dylan Bane 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 ____ 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. | |||
| TRON's 2025 Vision with Justin Sun: Stablecoins, AI, and Growth | 28 Jan 2025 | 00:19:15 | |
Ask Messari Copilot "How will the adoption of USDD V2 and other innovations on Tron shape the network’s role in 2025?" https://messari.io/copilot/share/future-of-tron-in-2025-e672ab43-3f6c-4309-b1c3-1b95f6842df8 Tron Founder Justin Sun joins Messari CEO Eric Turner to discuss Tron's Q4 achievements, including its 35% revenue growth and the burn of 415 million TRX making it deflationary. Check out Messari's TRON Portal at tron.messari.io Justin shares exciting updates on the launch of USDD V2, the role of AI agents in blockchain, and how Tron is positioning itself for long-term growth amidst a shifting regulatory landscape. They also discuss the importance of stablecoins, meme coins, and how innovation continues to drive adoption in the crypto space. 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. 00:37 Introduction 03:22 Stablecoin 06:50 Memecoin 10:38 U.S. Election 15:40 Future Hosted by Eric Turner 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 ____ 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. | |||
| Inside the PayFi Ecosystem Driving $2.8 Billion in Transactions with Huma Finance | 23 Jan 2025 | 00:46:11 | |
Ask Messari Copilot "What are the most promising opportunities in PayFi's future?" https://messari.io/copilot/share/exploring-payfi-s-future-opportunities-7240fa12-317e-4f2a-b764-d1787fe3e59a Erbil Karaman, Huma Finance's Co-Founder and Tomer Weller, Stellar's CPO, join Messari CEO, Eric Turner, to discuss the PayFi Ecosystem and recently published Messari report. Discover the PayFi ecosystem and its potential to revolutionize global payments, financing, and cross-border transactions. This conversation delves into real-world use cases, the PayFi stack, and the role of stablecoins and DeFi in shaping financial innovation. Tune in to hear more about the potential of blockchain to create seamless, efficient, and scalable payment systems. 00:00 Intros 02:53 What is Stellar? 04:17 What is PayFi? 06:42 Cross-border Payments and Stablecoins 11:54 Stablecoin & RWA Adoption 23:34 DeFi & PayFi Relationship 28:00 Most Exciting PayFi Use Case 33:56 Challenges and Headwinds 36:02 What is Arf? 39:20 Future 43:33 Ecosystem announcements Hosted by Eric Turner 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 ____ 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. | |||
| The Future of Stablecoins with Anna Yuan (Perena) | Fully Diluted with Messari Research | 15 Jan 2025 | 00:35:08 | |
Ask Messari Copilot "How will new stablecoin issuers shape global liquidity and adoption?" https://messari.co/4jbR8nP Anna Yuan, Perena's Founder and former Stablecoin Lead at Solana Labs, joins the Messari Research team to discuss the future of stablecoins. From the challenges of liquidity fragmentation to the role of agentic payments and real-world applications of stablecoins, Anna shares her expertise on the innovations shaping decentralized finance (DeFi). Discover how stablecoins are transforming global markets, what’s driving their adoption, and the exciting new opportunities emerging in the space. Don’t miss this deep dive into the intersection of fintech, crypto, and stablecoins. 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 03:22 Crypto Trends and Surprises 08:33 Stablecoins & Adoption 11:52 User Growth & Market Strategies 23:19 Market Consolidation & Fungibility 24:52 CDP Systems & Development 28:58 Future Winners & Risks Hosted by Andrew Dyer & 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 ____ 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. | |||
| Mapping & Autonomous Vehicles with Alireza Ghods & Ulrik Lages (Natix) | Fully Diluted with Messari Research | 10 Jan 2025 | 00:46:06 | |
Ask Messari Copilot "How could AI-powered camera networks reshape industries beyond autonomous driving?" https://messari.io/copilot/share/transforming-industries-with-ai-camera-networks-f5a4a538-2ce6-4c1d-bdcb-c163adacd3a2 Alireza Ghods & Ulrik Lages, Natix's Core Contributors, join the Messari Research team to discuss mapping and autonomous vehicles. Learn about the potential applications of their data for autonomous driving, smart cities, and beyond, as well as how Natix is leveraging blockchain technology and decentralized infrastructure to drive innovation. 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 01:12 Origins 09:03 Client? 15:25 Centralized Model Advantages? 19:56 Lessons on Natix Incentives 30:13 Autonomous Vehicle Service 41:41 Multichain Challenges? 45:24 Future 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 ____ 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. | |||
| The State of DePIN 2024 with Sal Gala (EV3) & Connor Lovely (Building in Public) | Fully Diluted with Messari Research | 09 Jan 2025 | 00:49:10 | |
Ask Messari Copilot "What were the top trends in the State of DePIN 2024?" https://messari.io/copilot/share/depin-trends-2024-6bb67c3b-1d3d-4b39-8fc2-e95c585f0a4c EV3's Sal Gala and BiP's Connor Lovely join the Messari Research team to take a deep dive into Messari's latest State of DePIN report.Join us as we explore predictions for 2025, groundbreaking AI-agent integrations, revenue growth in decentralized sectors, and the global impact of DePIN networks. From the rise of compute and energy protocols to visionary insights on AI-driven innovation, this conversation highlights how decentralized physical infrastructure is shaping our world. 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 Introductions 00:24 Origins 02:43 Growth 14:59 Agent vs Vitrualize 22:51 Partnership 28:09 Prediction 38:22 Decentralized Networks 44:28 Future Hosted by Dylan Bane of Messari Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____ 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. | |||
| Unlocking the Future of Connected Mobility With Rob Solomon, co-founder of DIMO | Fully Diluted with Messari Research | 08 Jan 2025 | 00:32:32 | |
Ask Messari Copilot: "How is DIMO scaling its vehicle network and attracting developers in 2025?" https://messari.io/copilot/share/scaling-dimo-s-vehicle-network-in-2025-f96147fb-d495-4975-b7d8-c99ab6e7cd2b Join Dylan and Kinji as they sit down with Rob Solomon, co-founder of DIMO, to discuss how DIMO is revolutionizing vehicle connectivity through decentralized technology. From enabling seamless car data sharing to exploring use cases like usage-based insurance, EV charging insights, and even Pokémon Go-style apps, Rob breaks down DIMO's vision of creating an open, interoperable platform for mobility. Learn how DIMO is tackling challenges like scaling globally, empowering developers, and integrating blockchain for seamless transactions. Don't miss insights into the massive potential of the mobility data market and what’s ahead for DIMO in 2025! 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 Introductions 00:55 Dimo Overview 06:30 Value Flow in Dimo 10:49 Growth Constraints 15:35 Blockchain 19:57 Autonomous Vehicles 25:26 Car Data 30:24 Roadmap 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 ____ 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. | |||
| Revolutionizing Decentralized Wireless Networks with Rich DeVaul, co-founder and CEO of XNet | Fully Diluted with Messari Research | 07 Jan 2025 | 00:55:24 | |
Ask Messari Copilot: "How does XNet's D-WIN approach differ from Helium's?" https://messari.io/copilot/share/comparing-d-win-and-helium-0d52047b-1db4-42e1-bc39-9a7a6da027d8 Join Dylan Bane and Kinji Steimetz as they dive into the future of decentralized wireless with Rich DeVaul, co-founder and CEO of XNet, on this episode of Fully Diluted. Rich shares XNet’s groundbreaking approach to decentralized wireless (D-WIN), how they’re solving mobile coverage challenges with enterprise-grade solutions, and their mission to connect millions through innovative tokenomics and blockchain integration. Highlights include: 🔹 The difference between XNet and Helium’s business models 🔹 How XNet is transforming mobile networks with cost-effective 5G deployment 🔹The shift to Solana and its impact on XNet’s operations 🔹Insights on tokenomics, governance, and decentralization in telecom 🔹The roadmap for 2025 and beyond Discover how XNet is bridging the gap between legacy telecom and cutting-edge blockchain technology. Don’t miss this exciting discussion packed with insights on the future of decentralized wireless networks. 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 Introductions 00:57 Origins 08:24 Reducing Cost 20:42 Commercial Strategy 28:23 Why Solana? 32:20 Token Model 37:27 Integrating With Tech 51:22 Future 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 ____ 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. | |||
| "WTF is Peaq and Why Is It Worth $2B?" with Leo Dorlochter & Max Thake (Co-Founders of Peaq) | Fully Diluted with Messari Research | 06 Jan 2025 | 00:46:41 | |
Ask Messari Copilot "WTF is Peaq and Why Is It Worth $2B?" https://messari.io/copilot/share/understanding-peaq-s-valuation-f4abf889-1882-4d1d-a7d0-718f9db04bd7 Leonard Dorlochter & Max Thake, Co-Founders of Peaq join the Messari Research team. Peaq is the layer-1 blockchain powering the Machine Economy, made up of real-world Web3 apps (DePINs) and the millions of devices that run on them. 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 00:51 What Is Peaq 05:10 Machine Economy 15:32 Current State of Peaq 19:38 Peaq Token 28:52 Most exciting area in DePIN 32:35 AI Agents 44:30 Roadmap 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 ____ 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. | |||
| Callen Van Den Elst (Wintermute) | The Protocol Services Podcast with Jack Purdy | 27 Dec 2024 | 00:37:25 | |
Ask Messari Copilot: "What is Wintermute?" https://messari.io/copilot/share/understanding-wintermute-90b0f9d2-a259-4682-92e0-4dda8802946b 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 Cllen Van Den Elst from Wintermute. 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. | |||
| Annual Crypto Theses 2025 Audiobook | All Chapters | 23 Dec 2024 | 04:35:44 | |
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. 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 ____ 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. | |||
| Consumer Crypto & Gaming Year in Review | Kel, Mason Nystrom, Chris Davis | Messari Theses 2025 | 20 Dec 2024 | 00:54:28 | |
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Intro & 2024 Review 06:52 AI Agents 16:12 Launching Fungible Tokens 23:33 Blinks 33:42 Gaming 42:08 Hot Takes for 2025 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 ____ 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. | |||
| DeFi & Stablecoins Year In Review | Kinji Steimetz, Sunny Shi & Andrew Dyer | Messari Theses 2025 | 19 Dec 2024 | 00:55:54 | |
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Pendle, Maker, RWA's and...Fartcoin? 12:42 How Successful Can DAOs Be? 17:46 The Star of H2 2024: DEXs 26:42 Hyperliquid 36:09 Centralized Exchanges 51:27 DeFi Renaissance Continues in 2025? 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 ____ 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. | |||
| DePIN Year in Review | Sami Kassab, Dylan Bane & Maartje Bus | Messari Annual Theses 2025 | 18 Dec 2024 | 00:56:49 | |
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Intro & Summary of Dylan's DePIN 2025 Theses 13:59 Helium 27:06 DePIN x AI 32:39 Grass 36:07 Bittensor 48:31 Predictions for 2025 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 ____ 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. | |||
| Solana Year in Review | Ryan Watkins, Wilson Withiam, Kinji Steimetz | Messari Annual Theses 2025 | 17 Dec 2024 | 00:38:41 | |
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Intro & How Investors Think About L1 Valuations 09:16 Solana's Year in Review 17:55 Memecoins 24:17 Competitors to Solana 34:14 Solana Predictions for 2025 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 ____ 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. | |||
| Messari Annual Theses 2025 Are Here! | Intro Episode - State of Crypto | Maartje Bus, Dylan Bane, Sunny Shi & Andrew Dyer | 16 Dec 2024 | 00:58:10 | |
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. 00:00 Intro & Macro Policy Backdrop 13:46 2025 Policy Expectations 24:15 User Adoption 34:00 Role of DePIN 40:04 The Year in Fundraising 43:41 Memecoins 51:29 Hot Takes for 2025 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 ____ 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. | |||
| Messari Annual Theses 2025 | AI x Crypto | Seth Bloomberg, Dustin Teander & Sunny Shi | 16 Dec 2024 | 01:05:37 | |
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. 00:00 Intro & Summary of AI Section of Theses 13:48 Why Does AI Benefit From Crypto Infrastructure? 22:31 AI Agents 36:21 Bittensor 46:06 Dynamic TAO 53:38 Most Interesting Subnets 56:40 Predictions for 2025 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 ____ 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. | |||
| Todd Ruoff (CEO, Autonomys) on AI 3.0 | Fully Diluted with Messari Research | 11 Dec 2024 | 00:27:18 | |
Ask Messari Copilot "Please explain how Autonomys enables the builds of AI agents." Todd Ruoff, CEO of Autonomys joins the Messari Research team to talk about AI agents, modular blockchain architecture, and the future of AI. Autonomys' AI3.0 ecosystem stack is designed to provide all the necessary components to build and deploy AI-powered dApps (super dApps) and agents. 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 02:00 Journey from Subspace to Autonomys 06:42 New Consensus Mechanism 11:43 Purpose of Domains in Autonomys Network 16:34 Long-Term Vision 20:31 Macro + Regulatory Environment 24:49 For Builders Hosted by Jeremy Koch 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 ____ 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. | |||
| David Vorick (Founder, Glow) on Incentivized Solar Energy | Fully Diluted with Messari Research | 10 Dec 2024 | 00:34:32 | |
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 ____ 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. | |||
| Alex Cutler (Co-Founder, Aerodrome) | Fully Diluted with Messari Research | 05 Dec 2024 | 00:33:10 | |
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 ____ 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. | |||
| Joseph Axisa (Axis Advisory) on 2025's Legal Crypto Challenges | The Protocol Services Podcast with Jack Purdy | 03 Dec 2024 | 00:28:30 | |
Ask Messari Copilot: "What are the most common legal challenges facing crypto in 2025?" 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 Joseph Axisa from Axis Advisory. 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. | |||
| How DePIN Energy Can Save The Planet with Dylan Bane | The Story | 27 Nov 2024 | 00:12:51 | |
Ask Messari Copilot "How do energy projects use DePIN tokenomics?" Currently, the world is not on track to limit global temperature increases by 1.5C, which risks irreversible climate change. Two major infrastructure challenges are delaying progress - a grid not designed for distributed energy sources, and lack of incentives. DePIN can help solve both of those problems, and Dylan Bane is here to explain. Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "Navigating DePINs Energy Sector, by Dylan Bane Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqualified Opinions on Apple Podcasts ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. ____ 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. | |||
| A Web3 Game that Feels Like a Web2 Game with Chris Davis | The Story | 20 Nov 2024 | 00:20:10 | |
Ask Messari Copilot "How does Pirate Nation use crypto incentives?" Web3 gaming hit new heights in October 2024, recording nearly 8 million daily onchain active addresses. But most games are still only partially onchain, due to scalability challenges. Pirate Nation, a fully-onchain game, seems have solved some of these problems, processing over 350M transations across more than 300k active addresses. Will this be the first fully-onchain game to break out? Chris Davis has the answer. Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "X Marks The Spot", by Chris Davis Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqualified Opinions on Apple Podcasts ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. ____ 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. | |||
| "You Can Automate A Huge Chunk of Telecom If It's Onchain" - Neil Chatterjee (Andrena) | Fully Diluted with Messari Research | 14 Nov 2024 | 00:40:07 | |
Ask Messari Copilot "Please give me an overview of Andrena and DAWN" Neil Chatterjee, CEO of Andrena joins the Messari Research team to talk about DAWN, which stands for "Decentralized Autonomous Wireless Network". DAWN is a decentralized protocol designed to bootstrap and orchestrate multi-gigabit, user-powered mesh networks, initially powering fixed wireless home internet. This approach allows anyone to contribute wireless coverage and bandwidth to a city-wide network, democratizing Internet access in a manner similar to how solar panels democratize energy production. 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 & Approach 11:05 Infrastructure & Integration 17:11 Market Opportunity 22:08 Medallions & Economic Model 31:56 Future of Fiber Optics 35:10 Crypto Speed Round Hosted by Dylan Bane & Kinji Steimetz of Messari Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqualified Opinions on Apple Podcasts ____ 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. | |||
| Ani Pai (Dragonfly) and Mahesh Ramakrishnan (EV3) on Investing in DePIN | Fully Diluted with Messari Research | 07 Nov 2024 | 00:39:14 | |
Ask Messari Copilot "Please list the investments that Escape Velocity and Dragonfly have made together." 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 & DePIN Trends 09:22 Strongest Progress So Far 18:09 Assessment of DePIN's Talent Pool 26:00 Innovation vs. Hype 32:37 The Future of DePIN Hosted by Dylan Bane of Messari Follow Messari on Twitter: Follow Unqualified Opinions on Spotify: Follow Unqualified Opinions on Apple Podcasts: ____ 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. | |||
| Omer Goldberg (Chaos Labs) on Risk Management | The Protocol Services Podcast with Jack Purdy | 05 Nov 2024 | 00:38:38 | |
Ask Messari Copilot: "What services does Chaos Labs 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 Omer Goldberg from Chaos Labs. 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. | |||
| Jim Hiltner (Superstate) on RWA's | Fully Diluted with Messari Research | 01 Nov 2024 | 00:32:07 | |
Ask Messari Copilot "Give me a summary of Superstate's offerings." 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 03:53 Recent Growth of Tokenized Treasuries 09:41 Short-Term Use Cases 15:12 Winner-Take-Most? 21:07 Privacy Hosted by Kinji Steimetz and Seth Bloomberg of Messari Follow Messari on Twitter: Follow Unqualified Opinions on Spotify: Follow Unqualified Opinions on Apple Podcasts: ____ 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. | |||
| GEODNET Deep Dive with Dylan Bane | The Story | 30 Oct 2024 | 00:16:41 | |
Ask Messari Copilot "What is GEODNET's fundraising history?" GEODNET has over $1m in annualized revenue, 2x as many supply-side nodes as its incumbent competitor, and the lowest device payback period in DePIN - and gets very little attention in crypto discourse. Dylan Bane is here to change that.
Written and Produced by Steve Bichimer Based on "DePIN for TradFi: A GEODNET Valuation and Breakdown", by Dylan Bane Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqualified Opinions on Apple Podcasts ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. ____ 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. | |||
| Matt Dobel (Gauntlet) | The Protocol Services Podcast with Jack Purdy | 28 Oct 2024 | 00:38:49 | |
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. | |||
| All Things Fundraising (AI, DePIN, APAC) with Andrew Dyer | The Story | 23 Oct 2024 | 00:15:34 | |
Ask Messari Copilot "What were the largest AI fundraises in Q3 2024?" Crypto fundraising in Q3 2024 was something of a mixed bag. But there were important developments in AI, DePIN and the APAC region. Andrew Dyer is here to break it all down - and hand out some awards. Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "Q3 224 Fundraising Report", by Andrew Dyer (https://messari.io/report/q3-2024-fundraising) Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqualified Opinions on Apple Podcasts ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. ____ 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. | |||
| Abhay Kumar (CEO, Helium Foundation) and Mario Di Dio (GM of Network, Nova Labs) on Carrier Offload | 22 Oct 2024 | 00:32:45 | |
Ask Messari Copilot "Explain Helium's Carrier Offload offering." 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 05:05 Opportunities 09:40 Transitions 13:12 Services 19:22 Successes 26:14 Future Hosted by Dylan Bane and Seth Bloomberg of Messari Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqualified Opinions on Apple Podcasts ____ 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. | |||
| Luca Netz (Pudgy Penguins) and Julian Holguin (Doodles) on Consumer Crypto | Fully Diluted Podcast | 17 Oct 2024 | 00:39:16 | |
Ask Messari Copilot "Explain how Doodles and Pudgy Penguins use crypto to grow their brands." 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 04:49 Community 10:04 Global Audience 11:29 Web3 21:47 Financial Alignment & Ownership Culture 30:04 Mainstream Adoption 37:07 Future Hosted by Chris Davis and Seth Bloomberg of Messari Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqualified Opinions on Apple Podcasts ____ 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. | |||
| The State of DeFi Q3 2024 with Kinji Steimetz | The Story | 16 Oct 2024 | 00:13:37 | |
The headline numbers for DeFi weren't pretty in Q3 - and Kinji Steimetz isn't here to deny that. But there were some bright spots - and an honest take on Unichain. Ask Messari Copilot "What is Unichain?" Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "State of DeFi Q3 2024", by Kinji Steimetz 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 ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. 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. | |||
| Ronin's Rebirth with Chris Davis | The Story | 09 Oct 2024 | 00:16:03 | |
Ask Messari Copilot "What are the most popular games on the Ronin chain in 2024?" In 2021, Ronin’s flagship game, Axie Infinity, propelled Web3 gaming into the global spotlight. But when the broader crypto market crashed in 2022, Axie’s highly inflationary token design was exposed, and users abandoned Axie Infinity, and to a large extent, Ronin itself. But recently, Ronin has made something of a comeback. 3 New games - Pixels, Apeiron and Wild Forest have each shown strong growth in the past several months - reminiscent of the early days of Axie Infinity. So the question is - what has Ronin learned from the Axie experience? And what outside factors may contribute to the success - or plateau - of Ronin’s rebirth? Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "$RON It Back", by Chris Davis (https://x.com/capradavis) 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 ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. ____ 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. | |||
| Anil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack Purdy | 02 Oct 2024 | 00:39:06 | |
Ask Messari Copilot: "What services does Dephi Digital provide?" https://messari.co/4gOkure 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 Anil Lulla from Delphi Digital. Learn more about Messari Protocol Services at https://messari.io/protocol-services 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 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. | |||
| Tether is More Profitable than Goldman Sachs with Andrew Dyer | The Story | 25 Sep 2024 | 00:19:46 | |
Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 In Q2 of 2024, Tether reported a Net Income larger than Visa, MasterCard and Goldman Sachs - and with only 125 employees. Stablecoins are one of the primary crypto use cases that have ascended the realm of mere speculation. And as you’d expect, there are a number of challengers - and they’ve had a good year too. So Andrew Dyer dove deep into the year stables have had - and can now give an update on the major categories of stablecoins, the protocols rising within them, their design choices, and the tradeoffs they face in attempting to breach Tether’s moat. Declutter Your Browser. Use Messari Lite as your customized crypto news feed. Hosted by Maartje Bus (https://x.com/maartjebus) Follow Messari on Twitter: https://twitter.com/MessariCrypto | |||
| Adrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack Purdy | 23 Sep 2024 | 00:37:20 | |
Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 Introducing The Protocol Services Podcast with Jack Purdy! 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 Adrian CV from Steakhouse Financial. ADCV tells stories about
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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| Base and Aerodrome with Sunny Shi | The Story | 18 Sep 2024 | 00:13:37 | |
Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 Like much of crypto, it’s been hard to paint a clear picture of Base this year. The Coinbase-developed layer 2 launched with high expectations, and by many metrics has certainly met them. But if you listen to Crypto Twitter, you may hear a much different story. You’ll often hear things like “the apps are dead!”, and “all of its volume is driven by memecoins”. Sunny Shi thinks Base is doing just fine - and can tell you how its leading exchange, Aerodrome, is driving some huge progress. Declutter Your Browser. Use Messari Lite as your customized crypto news feed.
Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "A Valuation of Aerodrome", by Sunny Shi (https://x.com/defi_monk) Follow Messari on Twitter: https://twitter.com/MessariCrypto ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. 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. | |||
| The Impact of Token Unlocks on Markets with Andrew Dyer | The Story | 11 Sep 2024 | 00:13:21 | |
One of the fundamentally unique pieces about crypto business models is the concept of token unlocks - or, the idea that rewards for contributions to the project, while fixed in total number, become available in large unlocks of sections over time. But there’s still a fair amount of inconsistency in how these unlock schedules are designed - and therefore what behavior surrounds unlock events. So, with several large token unlocks coming up in the rest of 2024, Andrew Dyer dove deep into the historical performance of token prices around unlocks - both large and small - and can now tell you, at least historically, the impact of markets around token unlock events.
Declutter Your Browser. Use Messari Lite as your customized crypto news feed.
Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "Don't Look Down: Navigating Markets Around Token Unlocks", by Andrew Dyer (https://x.com/0xSynthesis1) Follow Messari on Twitter: https://twitter.com/MessariCrypto ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. 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. | |||
| DePIN for Home Internet with Dylan Bane | The Story | 04 Sep 2024 | 00:13:47 | |
Home internet ISP's like Comcast, Verizon and AT&T typically charge about 100x more for home internet access than what they buy it for wholesale. But due to a number of incumbent advantages, no competitor has been able to undercut them significantly on price in a material way. But as Dylan Bane explains, a new protocol called DAWN is using DePIN principles to try. Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 Declutter Your Browser. Use Messari Lite as your customized crypto news feed.
Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "The DAWN of DePIN", by Dylan Bane (https://x.com/dylangbane) Follow Messari on Twitter: https://twitter.com/MessariCrypto ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. 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. | |||
| What Happens To RWAs When The Fed Rate Falls? with Kinji Steimetz | The Story | 28 Aug 2024 | 00:14:16 | |
Last week in Jackson Hole, US Fed Chair Jerome Powell gave the clearest indication yet that the Fed would decrease rates at its upcoming meeting in September. Crypto has seen a lot of development since the last decreasing rate environment, and many hope that a new rate direction will usher in crypto's next bull market. But as Kinji Steimetz explains, it may not be that simple for RWA's - fundamentally RWA's are likely to look less attractive in a lower Fed rate environment, but there are still 3 key paths to growth. Get a 20% discount to Messari Mainnet by using the promo code "messaripod" at checkout: https://events.messari.io/mainnet2024
Hosted by Maartje Bus (https://x.com/maartjebus) Produced by Steve Bichimer Based on "Onchain Spreads' Impact on Tokenization", by Kinji Steimetz (https://x.com/SteimetzKinji) Follow Messari on Twitter: https://twitter.com/MessariCrypto ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. 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. | |||
| Why Nate Silver Joined Polymarket (Probably) with Sunny Shi | The Story | 21 Aug 2024 | 00:13:09 | |
Polymarket has been growing at a breakneck pace ever since coverage of the US election heated up - but that’s not a surprise. Traffic, search engineer interest, volumes, will almost certainly drop after the election is over. But by how much? Sunny Shi dove deep into Polymarket and can now tell you how strong their non-politics volumes are performing, where volumes might settle after the election, and what the risks are that might wipe away all of this summer’s success. Declutter Your Browser. Use Messari Lite as your customized crypto news feed.
Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "YES or NO on Polymarket", by Sunny Shi (https://x.com/defi_monk) Follow Messari on Twitter: https://twitter.com/MessariCrypto ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. 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. | |||