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Explore every episode of the podcast Messari's Unqualified Opinions

Dive into the complete episode list for Messari's Unqualified Opinions. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
How The Innovation Game Is Crowdsourcing Better Algorithms | Fully Diluted with Messari Research16 Apr 202500:55:00

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


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

Cooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified Opinions10 Apr 202500:54:13

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


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

The Meta Got Too Smart: Now What? | Fully Diluted with Messari Research | Unqualified Opinions24 Mar 202500:57:13

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


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

Reinventing Online Privacy | Fully Diluted with Messari Research | Unqualified Opinions13 Mar 202500:25:35

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


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Revolutionizing EV Charging | Fully Diluted with Messari Research | Unqualified Opinions12 Mar 202500:49:13

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 Opinions27 Feb 202500:50:43

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


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

The Evolution of Proof of Location and Decentralized Data With XYO | Fully Diluted with Messari Research | Unqualified Opinions13 Feb 202500:24:47

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



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

PayFi Deep Dive With Huma and Solana | Fully Diluted with Messari Research | Unqualified Opinions12 Feb 202500:42:42

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


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

Disrupting Cloud Computing: Meet io.net29 Jan 202500:29:18

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


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

TRON's 2025 Vision with Justin Sun: Stablecoins, AI, and Growth28 Jan 202500:19:15

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 Finance23 Jan 202500:46:11

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 Research15 Jan 202500:35:08

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


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

Mapping & Autonomous Vehicles with Alireza Ghods & Ulrik Lages (Natix) | Fully Diluted with Messari Research10 Jan 202500:46:06

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 Research09 Jan 202500:49:10

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 Research08 Jan 202500:32:32

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

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____


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

Revolutionizing Decentralized Wireless Networks with Rich DeVaul, co-founder and CEO of XNet | Fully Diluted with Messari Research07 Jan 202500:55:24

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


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____


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

"WTF is Peaq and Why Is It Worth $2B?" with Leo Dorlochter & Max Thake (Co-Founders of Peaq) | Fully Diluted with Messari Research06 Jan 202500:46:41

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 Purdy27 Dec 202400:37:25

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 Chapters23 Dec 202404:35:44

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

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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 202520 Dec 202400:54:28

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

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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 202519 Dec 202400:55:54

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

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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 202518 Dec 202400:56:49

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

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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 202517 Dec 202400:38:41

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 Dyer16 Dec 202400:58:10

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 Shi16 Dec 202401:05:37

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 Research11 Dec 202400:27:18

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 202400:34:32

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 Research05 Dec 202400:33:10

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

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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 Purdy03 Dec 202400:28:30

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 Story27 Nov 202400:12:51

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 Story20 Nov 202400:20:10

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

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____


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 Research14 Nov 202400:40:07

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

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____


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

Ani Pai (Dragonfly) and Mahesh Ramakrishnan (EV3) on Investing in DePIN | Fully Diluted with Messari Research 07 Nov 202400:39:14

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


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____


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

Omer Goldberg (Chaos Labs) on Risk Management | The Protocol Services Podcast with Jack Purdy05 Nov 202400:38:38

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 Research01 Nov 202400:32:07

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


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____

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

GEODNET Deep Dive with Dylan Bane | The Story30 Oct 202400:16:41

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.


Hosted by Maartje Bus (https://x.com/maartjebus)

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 Purdy28 Oct 202400:38:49

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 Story23 Oct 202400:15:34

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 Offload22 Oct 202400:32:45

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 Podcast17 Oct 202400:39:16

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

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____

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

The State of DeFi Q3 2024 with Kinji Steimetz | The Story16 Oct 202400:13:37

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 Story09 Oct 202400:16:03

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 Purdy02 Oct 202400:39:06

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 Story25 Sep 202400:19:46

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)
Written and Produced by Steve Bichimer
Based on "Experiments in Stablecoins", by Andrew Dyer (https://x.com/0xSynthesis1)

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.

Adrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack Purdy23 Sep 202400:37:20

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

  • Steakhouse's approach to financial advisory,
  • the practical applications that show why it makes more sense to run financial infrastructure on chain, and
  • his view on the future of financial advisory.


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.

Base and Aerodrome with Sunny Shi | The Story18 Sep 202400:13:37

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.

  • (00:00) - Hire with Hirechain
  • (00:40) - Intro
  • (01:58) - Mainnet is Coming!
  • (02:38) - Base and Aerodrome

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
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.

The Impact of Token Unlocks on Markets with Andrew Dyer | The Story11 Sep 202400:13:21

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.


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.

  • (00:00) - Hire with Hirechain
  • (00:40) - Intro
  • (02:07) - Mainnet is Coming!
  • (02:47) - Token Unlocks and the Markets

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
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.

DePIN for Home Internet with Dylan Bane | The Story04 Sep 202400:13:47

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.

  • (00:00) - Hire with Hirechain
  • (00:40) - Intro
  • (02:04) - Mainnet is Coming
  • (02:43) - DePIN for Home Internet

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
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.

What Happens To RWAs When The Fed Rate Falls? with Kinji Steimetz | The Story28 Aug 202400:14:16

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

  • (00:00) - Hire with Hirechain
  • (00:40) - Intro
  • (01:57) - Mainnet is Coming!
  • (02:37) - RWA's and Fed Rates

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
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.

Why Nate Silver Joined Polymarket (Probably) with Sunny Shi | The Story21 Aug 202400:13:09

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.

  • (00:00) - Hire with Hirechain
  • (00:40) - Intro
  • (01:56) - Mainnet is Coming!
  • (02:36) - Polymarket's Explosive Growth

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
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.

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