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Sharpen your crypto knowledge with Unqualified Opinions, featuring insights from crypto's leading team of analysts
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The 2024 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2024. Learn more and view the report at https://messari.io/crypto-theses-for-2024
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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 performin…
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DePIN has been one of the fastest growing narratives in crypto over the last 12 months. Fundraising volumes so far this year are nearly 4x what they were for all of 2023, and total market cap is up 5x compared to last year. But details on key data points like revenue and DePIN ecosystem growth can be hard to consolidate, so it can be hard to know w…
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The idea of Crypto x AI (or, decentralized AI) is great - build the infrastructure of AI tool in public, and incentivize its coordination via tokens. But the reality is the Crypto x AI ecosystem as a whole is competing - directly - against Google,, Microsoft, OpenAI, Amazon at every step of the AI value chain. However, as Seth Bloomberg explains, t…
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We’re now more than halfway through 2024 - and on a macro level, to be honest, most of us at Messari research aren’t really sure what to make of crypto this year. Bitcoin, Ethereum and Solana all have reasons for optimism - and reasons for concern. So as Seth Bloomberg explains, we stepped back and took stock of where each of the 3 crypto “majors” …
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Over the past year, Solana has been growing at a breakneck pace by any measure. But one vertical may be underperforming - liquid staking. As Kinji explains, one project, Sanctum, is setting out to change that - by trying to help the cold start liquidity problem for new liquid staked tokens. If they're successful, they could dramatically change how …
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For the past year, Messari's Kunal Goel has been consistently more accurate than most analysts at predicting Coinbase's Quarterly Earnings. Listen in as he discusses how he does it, and what his latest expected earnings tell him about the future of Coinbase. Declutter Your Inbox. Use Messari Lite as your Daily News Feed (00:00) - Hire with Hirechai…
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Since signing the Paris Agreement almost 10 years ago, carbon credit systems have emerged as the go-to method for reducing global CO2 emissions - but their adoption as been slowed by coordination challenges. As Dylan Bane explains, new crypto projects using DePIN principles are trying to more efficiently coordinate distributed resources - and may j…
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Stablecoins have proven to be one of crypto's strongest early killer apps. But as Kinji Steimitz explains, this utility has led to a massive number of new ways to earn yield on stablecoins - making it difficult to know what all the options are to do so, let alone compare them against each other. Join Kinji for his guide to finding stablecoin yield …
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The Importance of Cryptoeconomic Security: A Debate with Kunal Goel & Peter Horton | The Story
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Historically, blockchain validators have been rewarded for their work with native tokens of the blockchain in question. But the ongoing revolution in smart contracts has created opportunities for blockchain validators to generate revenue outside of the protocol - which as Kunal Goel and Peter Horton explain has prompted a large-scale discssion on h…
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When the crypto world turns its hype machine on one particular topic, like modularity, it can be rare to come across a truly unique approach. But as Seth Bloomberg explains, AO and Arweave have done just that, laying out an architecture that may inform the modular crypto infrastructure economy for many cycles to come. (00:00) - Hire with Hirechain …
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What Polymarket's Growth Reveals about the Future of Prediction Markets with Kunal Goel | The Story
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Prediction markets always see an increase in activity in an election year - and this year is no different. But as Kunal Goel explains, for crypto-based prediction markets like Polymarket this increase in growth is an opportunity to explore what other uses besides betting these markets can serve. (00:00) - Hire with Hirechain (00:40) - Intro (02:49)…
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In this Special Episode, Ryan Selkis and Marvin Ammori of Uniswap Labs debate the best approach to advance crypto in today's political climate. This debate happened at Consensus 2024, and was moderated by Zack Seward of Coindesk. Credit: Coindesk Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: ht…
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What OpenAI's Spring Updates Reveal About the Future of Crypto x AI with Seth Bloomberg | The Story
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OpenAI's spring product updates may have underwhelmed those who were hoping for a GPT-5. But as Seth Bloomberg explains, the updates show OpenAI's commitment to the rapidly growing Consumer AI sector - and give a potential preview into how open-source projects in the crypto x AI space may respond. (00:00) - Hire with Hirechain (00:40) - Intro (02:5…
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Industry fundraising data isn't a guarantee of future innovation - but as Patryk Krasnicki explains, an examination of the data can give some indication of what founders and investors think is most critical to build in the volatile crypto industry. (00:00) - Hire with Hirechain (00:40) - Intro (03:26) - Mainnet is Coming! (04:26) - The Hidden Insig…
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Many "innovations" in social media turn out to be short-term fads. But as Toe Bautista explains, builders in the "SocialFi" industry are coming forward with products that change how apps are built and creators make money - changes to the underlying economics of the industry which historically, tend to be much more reliable indicators of long-term a…
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Real World Assets, or putting the core pieces of the world's existing financial system like cash, treasuries, and real estate on-chain, have long been touted as a use case that would make these assets significantly more useful. But so far, stablecoins and cash substitutes have been the only RWA with any mass adoption. But as Kinji Steimetz explains…
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Four years ago, Ethereum co-founder Vitalik Buterin laid out his vision for the network's scalability driven by rollups, and that vision has largely come to fruition. But as Seth Bloomberg explains, those rollups are now running into scalability problems of their own - and the Ethereum ecosystem once again finds itself at an inflection point. (00:0…
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Decentralized lending protocols like Aave and Compound drove explosive growth in DeFi. But as Kinji Steimetz explains, new entrants are ready to take the next step. (00:00) - Hire with Hirechain (00:40) - Intro (03:01) - Messari Mainnet is Coming! (04:01) - The Next Wave of DeFi Hosted by Ryan Selkis (https://twitter.com/twobitidiot) Written and Pr…
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Chapter 11: Bonus - Whatever I Want 11.1 Why You Must Write 11.2 No Idols 11.3 Must Read 11.4 Tips & Productivity Tricks 11.5 Life Advice (End: Disclaimers)Messari
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Chapter 10: Top 10 Trends in Peer-to-Peer Infrastructure Wallet-Centric Future: MPC Upgrades Wallet-Centric Future: Smart Contract Accounts Wallet-Centric Future: Embedded “Wallets-as-a-Service” vs. SuperApps The Ledger Recover Debacle DePIN Storage Wars Decentralized Databases Decentralized Wireless Networks DePIN’s AI Machines Select DAO Dysfunct…
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Chapter 9: Top 10 Trends in Consumer Crypto 9.1 Decentralized Social 9.2 Identity & pfp’s 9.3 NFT Marketplaces 9.4 pfp Project Updates 9.5 Bitcoin & Inscriptions 9.6 The The Institutions are Here 9.7 Co-Creation & UGX 9.8 Bet-To-Play Gaming & Information Markets 9.9 Network States 9.10 Token Curated Info Markets…
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Chapter 8: Top 10 Trends in DeFi 8.1 DEX Platform Updates 8.2 Trading Aggregators & Front-Ends 8.3. Payments! 8.4. On-Chain Perps 8.5 DeFi Lending 8.6 LSTs 8.7 Bridges & Messengers 8.8 Oracles 8.9 RWA Diversification 8.10 Stacks & BRC-20sMessari
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Messari
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Chapter 5: Top 10 Crypto Policy Trends for 2024
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Chapter 4: Top 10 Crypto Monies of 2024 4.1 Bitcoin is the Godzilla of Finance 4.2 Bitcoin Security Model & Assumptions 4.3 Bitcoin Mining More Important Than Ever 4.4 Private Transactions: Protocols, Coins, or Pools? 4.5 The New TINA Trade: Stablecoins 4.6 USDT 4.7 USDC 4.8 Paxos, Binance & PayPal Dollars 4.9 Crypto-Collateralized Stablecoins 4.10…
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Chapter 3: Top 10 Products of 2024 3.1 USDT on Tron 3.2 Base from Coinbase 3.3 Celestia 3.4 Firedancer 3.5 Farcaster 3.6 GBTC 3.7 Lido 3.8 CCIP 3.9 Blur 3.10 Project GuardianMessari
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Chapter 2: Top 10 People to Watch in 2024 2.1 Larry Fink (BlackRock) & Cathie Wood (ARK Invest) 2.2 Jeremy Allaire & Dante Disparte (Circle) 2.3 Kristin Smith (The Blockchain Association) & Michael Carcaise (Fair Shake PAC) 2.4 Senator Elizabeth Warren (and her Minions) 2.5 Elon Musk (and his Stans) 2.6 Michael Sonnenshein & Craig Salm (Grayscale) …
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Chapter 1: Top 10 Investment Trends for 2024 1.0 Investment Trends 1.1 BTC & Digital Gold 1.2 ETH & The World Computer(s) 1.3 The (Liquid) Field 1.4 The Resurgence of Private Crypto Markets? 1.5 IPOs and M&A 1.6 Policy Meta 2 1.7 Can Devs Do Something?! 21 1.8 AI & Crypto: Money for the Machines 22 1.9 Three New De’s: DePIN, DeSoc, DeSci 23 1.10 Me…
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Messari
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Nischal clears up misconceptions about India's regulatory landscape and shares what he's seeing that has him excited about the future of crypto in India. --- Special thanks to our sponsors: Lukka - Crypto taxes made simple. Use the promo code "MESSARITAX" and get $5 off the normal price of $19.95 Crypto.com - The best place to Buy, Earn, Pay with C…
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