Messari's Unqualified Opinions podcast

1:01:43

💡 Ask Messari Copilot: How are tokenized stocks on Arbitrum expected to impact on-chain liquidity and adoption among retail investors? 👉 See Copilot's Response: https://messari.io/copilot/share/tokenized-stock-liquidity-on-arbitrum-f15fd4cb-239d-4d36-bff6-808488df441b This episode of STSP dives deep into the evolving intersection of traditional finance and crypto. The team discusses the rising excitement around stablecoins, Robinhood's move into tokenized U.S. equities on Arbitrum, Hyperliquid’s edge over centralized exchanges, and the broader implications of ETFs and on-chain trading infrastructure. Tune in for insights on how new financial rails are forming—from Solana staking ETFs to the emergence of crypto-powered super apps. 00:29 Introductions 1:00 Market Overview 9:49 IPO & Markets 11:35 Stocks via Stablecoins 12:48 Robinhood & Coinbase Impact 29:16 L2 & Altcoins 40:41 Staking ETFs & Solana Growth 50:28 Circle IPO & Stablecoin Yields 51:50 Launchpads & Onchain News 1:01:24 Conclusion Hosted by Matthew Nay of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Is Bitcoin Gold 2.0? + CLOB Wars, Stablecoin Frenzy, and More | Fully Diluted with Messari Research 55:54

15 днів тому55:54

55:54

💡 Ask Messari Copilot: What are the tradeoffs between valuing a Layer 1 blockchain using revenue vs. monetary premium? ✨ See Copilot's Response: https://messari.io/copilot/share/layer-1-valuation-tradeoffs-a9a432a8-41bc-4281-963b-f836318a6502 Bitcoin barely flinched during recent geopolitical chaos. Is BTC becoming more resilient—dare we say… gold-like? In this episode of STSP, we explore Bitcoin’s price action in the face of macro stress, the rise of on-chain order books (CLOBs), and the growing stablecoin wars between TradFi giants and crypto natives. We also dive into valuation models, memecoin exposure for institutions, and whether your favorite L1s deserve trillion-dollar dreams. Featuring spicy takes, galaxy brain theories, and just the right amount of terminally online behavior. 00:37 Introductions 1:01 CLOB Basics 11:40 Stablecoin Talk 17:40 Market Outlook 30:49 L1 Valuation 45:16 Pump.fun Valuation 50:32 Onchain Activity 55:41 Conclusion Hosted by Dylan Bane of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Inside 1inch's 30-Day Solana Expansion: Their DeFi Masterplan | Fully Diluted with Messari Research 1:03:53

22 дні тому1:03:53

1:03:53

In this exclusive interview, 1inch Co-Founder Sergej Kunz breaks down how the team expanded to Solana in just 30 days — and why intent-based architecture is the future of DeFi. From overcoming technical challenges, embracing open-source standards, and integrating MEV protection by design, Sergey shares deep insights on liquidity fragmentation, protocol design, and 1inch’s vision to unite DeFi across chains like Solana, Aptos, Sui, and even Bitcoin. 👉 Why Solana's architecture created a huge growth opportunity 👉 How 1inch delivered a production-ready Solana MVP in 30 days 👉 Intent-based swaps vs. AMMs vs. CowSwap vs. Uniswap X 👉 Cross-chain liquidity aggregation & MEV protection 👉 The long-term roadmap for DeFi, Bitcoin integration, and TradFi adoption Whether you're a builder, trader, or protocol researcher — this is a masterclass on DeFi scaling and infrastructure. 00:41 Introductions 6:38 Expand to Solana 10:32 Fusion Protocol 20:10 Communication 27:10 Volume 39:08 Accomplishment 44:19 Liquidity Layer 46:55 Interface Fees? 56:58 The Future 1:03:27 Conclusion Hosted by Troy Harris 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.…

Messari's Unqualified Opinions

1
The First Real Internet Capital Market? | Fully Diluted with Messari Research 51:49

29 днів тому51:49

51:49

💡 Ask Messari Copilot: Could tokenized equities will actually drive onchain adoption — or are onchain traders still too focused on memes and perps? ✨ See Copilot's Response: https://messari.io/copilot/share/tokenized-equities-and-onchain-adoption-fc4adda4-549d-4657-a411-6272aea037ed In episode 6 of Shoot Sh*t the Pod, the Messari Enterprise team dives into: - Bitcoin Vegas highlights & growing political support for crypto - The evolution of Bitcoin scalability: OPCAT, BitVM, and BitcoinFi experiments - Hyperliquid’s transparency debate and the future of onchain perps - Real-world assets and tokenized equities coming to Solana - Dripster’s unique model merging AI, real-world manufacturing, and internet capital markets - Helium Mobile’s explosive growth and the Deepin sector heating up Stay tuned for in-depth takes, healthy debates, and some hot alpha along the way. Don’t forget to like and subscribe! 00:38 Introductions 1:13 Market Update 6:10 Hyperliquid Hype 17:27 RWAs & Equities 25:24 Bitcoin Vegas & Scaling 34:48 Dripster & New Markets 45:40 NFT Derivatives 48:52 Helium Growth 51:03 Conclusion Hosted by Matthew Nay of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Building the Binance of Onchain: Inside Infinex’s Bold UX Bet | Fully Diluted with Messari Research 42:41

5 weeks тому42:41

42:41

Ask Messari Copilot: Can a full-stack, centralized-style experience coexist with crypto’s ethos of decentralization? See Copilot's Response: https://messari.io/copilot/share/centralization-vs-decentralization-5b85d971-6184-4512-9110-1598a3900bb8 Kain Warwick breaks down how Infinex is rewriting the rules of crypto UX. From building its own wallet and signing infrastructure to full-stack app architecture, Infinex is ditching the dApp playbook to offer users a seamless, centralized-like experience—without sacrificing custody. If you're curious about the future of crypto applications and the battle to onboard the next wave of users, this one’s for you. 00:42 Introductions 1:05 Infinex Vision 4:13 UX in Crypto 5:45 User Growth 8:12 How Infinex Works 19:05 Scaling Infinex 23:15 Competition 31:42 Updates & Perception 38:46 Kaito Plans 42:15 Conclusion Hosted by Kinji Steimetz and Dylan Bane of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Tokenizing Everything: Are Internet Capital Markets Crypto’s Next Frontier? | Fully Diluted with Messari Research 1:12:14

6 weeks тому1:12:14

1:12:14

What does it really take to launch a token in 2025? The Enterprise team dives into the rise of Launchcoin and the emergence of Internet Capital Markets—an onchain movement redefining how tokens are created, distributed, and valued. From memecoin mechanics to institutional implications, this episode dissects the thesis and traction behind tokenized everything on Solana. 💥 We also debate how to value L1s: → Is REV (Revenue) the most grounded valuation metric? → How do monetary premiums, economic security, and execution narratives shape prices? → Are current valuations justifiable—or wildly overblown?Plus, we touch on: - The Coinbase S&P 500 inclusion - BTC breaking 6 figures - Hyperliquid’s growth dilemma - Dylan’s DePIN Valuations report (featuring DRNs vs. PRNs) - What we’re doing onchain—from Tama.fun to HyperEVM farming 💡 Ask Messari Copilot: How might tokenization tools like Launchcoin evolve to enable real equity, revenue sharing, or governance rights—and what regulatory or technical hurdles stand in the way? ✨ See Copilot's Response: https://messari.io/copilot/share/tokenization-s-future-equity-revenue-and-governance-d63e860a-1b2e-49da-8f64-f6ea5ecd3fe6 00:39 Introductions 1:13 Market Update 7:12 Coinbase in S&P 11:55 Analyst Forecast 13:27 How to Value L1s 36:09 IPO Multiples 38:24 Internet Capital Markets 46:19 Hyperliquid & Bear Case 59:52 On-Chain Stuff 1:11:44 Conclusion Hosted by Matthew Nay of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Are We Really Back? AI Subnets, BTC Surge & Stablecoin Wars | Fully Diluted with Messari Research 1:12:31

8 weeks тому1:12:31

1:12:31

We're back with Episode 4 of Shoot the Sh*t Fully Diluted Podcast, where the Messari Enterprise team dives deep into what’s fueling crypto’s recent momentum. Join Matthew Nay and the Enterprise team (Sunny Shi, Kinji Steimetz, Andrew Dyer, Chris Davis & Dylan Bane) as they shoot the sh*t about: 🔹 Macro trends: BTC’s outperformance, S&P's rally, and tariff drama between the US and China. 🔹 AI subnets & decentralized training: BitTensor’s shoots, gradients, and more. 🔹 Ethereum’s L1 scaling push: Is this the turnaround moment for ETH? 🔹 Stablecoin meta: Mastercard x Circle, Ripple’s rumored bid for Circle, and more. 🔹 Hyperliquid flywheel: HIP3, staking incentives, and why it might be the next top-10 protocol. 🔹 Onchain activity check-in: Launchpad wars, NFT grinds, and Treeverse MMOs. This one’s jam-packed. Whether you’re macro-curious, AI-obsessed, or just tracking new alt metas—there’s alpha for everyone. 💡 Ask Messari Copilot: What would it take for Ethereum L1 to recapture DeFi mindshare from L2s and alt L1s—performance, incentives, or something entirely different? ✨ See Copilot's Response: https://messari.io/copilot/share/ethereum-l1-defi-comeback-bebd6c1a-a97f-49d2-98c4-136ca02b558c 00:44 Introductions 1:10 Market Sentiment 15:48 Ethereum Foundation 25:11 AI Adoption 36:57 DePIN Projects 39:45 Energy & Crypto 41:31 Crypto Payments 56:15 EVM Innovations 1:05:10 On-Chain Projects 1:12:08 Conclusion Hosted by Matthew Nay of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Building Real-World Utility: DePIN, AI, and Crypto’s Future | Fully Diluted with Messari Research 46:34

9 weeks тому46:34

46:34

What’s really holding crypto back? It’s not infrastructure—it’s product. In this episode of Fully Diluted, Hivemapper CEO Ariel Seidman joins Messari’s Dylan Bane to unpack the deep infrastructure powering Hivemapper’s decentralized global map—and why real utility, not hype, is the key to crypto’s next chapter. 0:50 Introductions 4:02 HiveMapper Intro 12:13 Market Demand 18:55 Token Model 29:20 Regulation & Adoptio 36:05 Crypto Culture 38:56 App Layer & Roadmap 46:04 Conclusion Hosted by Dylan Bane of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Crypto Built the Casino — Can It Build Infrastructure Too? | Fully Diluted with Messari Research 51:33

9 weeks тому51:33

51:33

In this episode of Fully Diluted, Pranav Kanade and Wyatt Lonergan from VanEck Digital Assets are joined by Kinji Steimetz and Dylan Bane from Messari to explore the evolution of crypto beyond speculation. They dive deep into tokenization, stablecoins, the rise of real-world assets (RWA), and how stablecoin-powered infrastructure could reshape global payments and financial access. The conversation spans market structure reforms, the future of tokenized equities, the critical path for Deepin networks, and the competitive dynamics among base layers like Solana and MegaETH. Learn why the industry's future success depends not on better casinos—but on rewarding real, productive innovation. 0:46 Introductions 5:41 Stablecoin Use 15:53 Tokenized Assets 23:33 On-Chain Limits 28:15 DePIN Infrastructure 44:53 Base Layers 51:24 Conclusion Hosted by Kinji Steimetz and Dylan Bane of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
MegaETH Breaks Through, Mantra Breaks Down | STS Ep. 3 | Fully Diluted with Messari Research 52:19

10 weeks тому52:19

52:19

We're back with Episode 3 of Shoot the Sh*t Pod — and this one’s stacked. Join Matthew Nay and the Enterprise team (Sunny Shi, Kinji Steimetz, Andrew Dyer, Chris Davis & Dylan Bane) as they dive into: 🔹 Real-time blockchains: MegaETH is setting a new bar. 🔹 AI Roasting & CT Drama: AIXBT is back on its BS, targeting Sunny in a wild Twitter roast. 🔹 Macro madness: Talking stagflation risks, Fed policy, and market sentiment. 🔹 Token volatility: What happened with Mantra? 🔹 Content coins vs. memecoins: The Base/Zora launch sparked a frenzy. 🔹 Gaming onchain: MegaETH’s Crossy Road-style demo shows what fast infra can unlock. 🔹 Decentralization vs. performance: Where are devs and users really drawing the line in 2025? 00:00 Introductions 1:05 AI Roasting 4:23 Macro Environment 20:20 Token Volatility 30:46 Tokenization & Utility 48:54 Decentralization 51:51 Conclusion Hosted by Matthew Nay of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
How The Innovation Game Is Crowdsourcing Better Algorithms | Fully Diluted with Messari Research 55:00

11 weeks тому55:00

55:00

Ask Messari Copilot: How can decentralized protocols change the economics of R&D in science and AI? See Copilot's Response: https://messari.io/copilot/share/decentralizing-r-d-economics-069debfe-3e9a-4281-8c5c-442e829d94b5 How do we incentivize the next great algorithm? Why does open-source AI matter more than ever in a world of geopolitical tension and centralized power? In this episode, we dive deep with John Fletcher—physicist, mathematician, and creator of The Innovation Game—to explore a decentralized protocol for algorithm development, the future of AI scaling, and how crypto can align incentives for global innovation. From AI arms races to source separation in music production, this conversation spans the spectrum of science, strategy, and society. Read Their Recent Blog To Learn More: https://medium.com/@tigfoundation/the-innovation-game-how-a-market-for-open-algorithms-sets-science-free-b2eb6abcaa1e 00:50 Introductions 2:20 Protocol Basics 8:23 Algorithmic Use Cases 12:46 Historical Context 18:27 Open Source Challenges 24:47 Predictability 29:25 Scaling and Global Talent 36:08 Licensing 42:36 Geopolitics 50:42 Inspiration 53:37 Conclusion Hosted by Chris Davis of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Cooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified Opinions 54:13

12 weeks тому54:13

54:13

Ask Messari Copilot: What are the most promising models for scaling DePIN infrastructure? See Copilot's Response: https://messari.io/copilot/share/scaling-deepin-infrastructure-models-ffbd3d95-53c1-4cdc-98cd-58d36f43250a In this week’s episode, the Messari Research team breaks down the latest market narratives—from DePIN’s growing pains to macro risks and app consolidation on Solana. We’re talking tariff chaos, Circle’s IPO delay, gaming tokenomics, and what we’re actually doing onchain during all the volatility. The Analysts Discuss: 📡 DePIN Revenue: Can protocols like Helium, GEODNET, and Glowe scale? 📉 Macro: Tariffs, market uncertainty, and crypto relative strength 🏦 Circle IPO: Why it got delayed and what that means for stablecoins 🧬 Solana: Super apps, vertical integration, and the memecoin washout 🎮 Gaming: Token design, GUN launch fallout, and consolidation 🔬 Infra: MegaETH testnet and why infra still matters 🧪 Onchain Life: What the team’s farming, testing, and feeding (yes, Mega E-fluffs) 00:00 Introductions 1:06 Tariff Fallout 12:16 Circle IPO Delay 19:30 Superapp Thesis 28:07 State of Gaming 32:03 Cycle Analysis 38:22 DePIN Tokenomics 44:30 Current Interests 53:28 Conclusion Hosted by Matthew Nay of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
The Meta Got Too Smart: Now What? | Fully Diluted with Messari Research | Unqualified Opinions 57:13

14 weeks тому57:13

57:13

Ask Messari Copilot "Which protocols have shown the strongest fundamentals this cycle despite underperforming in price?" https://messari.io/copilot/share/evaluating-protocol-fundamentals-9ada2e1c-b1e5-4cd7-be67-dc24f483a0dc In this episode, the Messari Enterprise team sits down for a candid conversation on where we are in the crypto market cycle—and where we might be headed. We dive into: 🧠 How the market became too self-aware and what that means for future participation 📉 Why ETH and altcoins are underperforming—even with a strong BTC ETF backdrop 🏦 The real role of Bitcoin: risk-on asset or digital gold? 🧪 Narrative fatigue, ETF skepticism, and the memecoin-to-perps trading migration 🚀 What we're still bullish on: DPIN, Hyperliquid, product-led chains, and the long arc of self-custodyFrom macro outlooks and market structure to the memes that move markets, this is one of our most wide-ranging (and honest) conversations yet. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Intros 01:12 Crypto Market Narratives & Trends 10:55 Bitcoin & Ethereum Investment 22:16 Blockchain & Infrastructure 30:55 AI & Crypto Integration 36:07 DeFi, Liquidity & Trading Strategies 46:26 Future Predictions & Closing Thoughts Hosted by Dylan Bane of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Reinventing Online Privacy | Fully Diluted with Messari Research | Unqualified Opinions 25:35

16 weeks тому25:35

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 ____…

Messari's Unqualified Opinions

1
Revolutionizing EV Charging | Fully Diluted with Messari Research | Unqualified Opinions 49:13

16 weeks тому49:13

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.…

Messari's Unqualified Opinions

1
Building Decentralized Physical AI | Fully Diluted with Messari Research | Unqualified Opinions 50:43

18 weeks тому50:43

50:43

Join FrodoBots Lab's Co-Founder Michael Cho and Messari's Dylan Bane and Kinji Steimetz as they explore how crypto-powered robotics and decentralized networks are unlocking real-world AI applications, from urban navigation to autonomous agents. Learn how decentralized physical AI is solving bottlenecks in data collection, model validation, and hardware scalability—and why this space could be the next big wave in crypto.The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Intros 02:20 About Frodo and DePIN 04:28 Understanding Robotics & AI 19:18 Reward Incentives 24:21 Future of Robotics & AI 36:33 Challenges & Adoption 44:11 Data Collection & Validation Hosted by Dylan Bane and Kinji Steimetz of Messari Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
The Evolution of Proof of Location and Decentralized Data With XYO | Fully Diluted with Messari Research | Unqualified Opinions 24:47

20 weeks тому24:47

24:47

Join Markus Levin (Co-Founder of XYO) and Messari's Dylan Bane as they explore the evolution of proof of location and decentralized data verification. Discover how XYO is bridging real-world data with blockchain through its proof-of-origin technology and vast global node network. Learn how the protocol is tackling challenges in location spoofing, tokenomics, and user adoption while scaling to new use cases like AI, gaming, and physical systems. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Intros 01:13 Protocol and Background 08:05 Data & Technology Trends 09:40 Tokenomics & Governance 17:19 User Experience (UX) & Adoption 20:19 Building on L1s and Future Plans 23:13 AI & Physical Systems Hosted by Dylan Bane of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
PayFi Deep Dive With Huma and Solana | Fully Diluted with Messari Research | Unqualified Opinions 42:42

20 weeks тому42:42

42:42

Join Messari's CEO, Eric Turner, alongside Richard Liu (Co-Founder & Co-CEO of Huma Finance) and Lily Liu (President of Solana Foundation) as they explore the transformative potential of PayFi in crypto and traditional finance. Discover how decentralized finance is reshaping cross-border payments, payment financing, and real-world financial applications. Learn why PayFi is more than just fast and cheap transactions—it's the future of a global, decentralized financial ecosystem. Read the full PayFi report: The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:30 Intros 09:35 PayFi 17:33 Solana 26:23 Arf 34:39 Future Hosted by Eric Turner of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

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Disrupting Cloud Computing: Meet io.net 29:18

22 weeks тому29:18

29:18

Ask Messari Copilot "How could io.net's model impact cloud computing costs for businesses?" https://messari.co/4jBFZgo Tory Green, io.net's Co-Founder and CEO, join Messari Enterprise Analyst, Dylan Bane to discuss io.net and cloud computing. io.net is revolutionizing the $2.5 trillion cloud computing industry by creating a decentralized network of underutilized GPUs. Think "Airbnb for compute power." Their innovative approach offers virtually unlimited scalability, lower costs (up to 10x cheaper), and improved performance. Backed by an impressive network of 300,000 GPUs and partnerships across 130 countries, io.net is making waves in AI, decentralized infrastructure, and beyond. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:52 Introduction to io.net & Its Purpose 05:29 Advantages of Decentralized Compute 13:15 io.net Token System 12:20 Partnerships & Collaborations 19:03 AI Agents & Compute Demand 21:50 Future Goals & Vision Hosted by Dylan Bane of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

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TRON's 2025 Vision with Justin Sun: Stablecoins, AI, and Growth 19:15

22 weeks тому19:15

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.…

Messari's Unqualified Opinions

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Inside the PayFi Ecosystem Driving $2.8 Billion in Transactions with Huma Finance 46:11

23 weeks тому46:11

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.…

Messari's Unqualified Opinions

1
The Future of Stablecoins with Anna Yuan (Perena) | Fully Diluted with Messari Research 35:08

24 weeks тому35:08

35:08

Ask Messari Copilot "How will new stablecoin issuers shape global liquidity and adoption?" https://messari.co/4jbR8nP Anna Yuan, Perena's Founder and former Stablecoin Lead at Solana Labs, joins the Messari Research team to discuss the future of stablecoins. From the challenges of liquidity fragmentation to the role of agentic payments and real-world applications of stablecoins, Anna shares her expertise on the innovations shaping decentralized finance (DeFi). Discover how stablecoins are transforming global markets, what’s driving their adoption, and the exciting new opportunities emerging in the space. Don’t miss this deep dive into the intersection of fintech, crypto, and stablecoins. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Intros 03:22 Crypto Trends and Surprises 08:33 Stablecoins & Adoption 11:52 User Growth & Market Strategies 23:19 Market Consolidation & Fungibility 24:52 CDP Systems & Development 28:58 Future Winners & Risks Hosted by Andrew Dyer & Kinji Steimetz of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Mapping & Autonomous Vehicles with Alireza Ghods & Ulrik Lages (Natix) | Fully Diluted with Messari Research 46:06

25 weeks тому46:06

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.…

Messari's Unqualified Opinions

1
The State of DePIN 2024 with Sal Gala (EV3) & Connor Lovely (Building in Public) | Fully Diluted with Messari Research 49:10

25 weeks тому49:10

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.…

Messari's Unqualified Opinions

1
Unlocking the Future of Connected Mobility With Rob Solomon, co-founder of DIMO | Fully Diluted with Messari Research 32:32

25 weeks тому32:32

32:32

Ask Messari Copilot: "How is DIMO scaling its vehicle network and attracting developers in 2025?" https://messari.io/copilot/share/scaling-dimo-s-vehicle-network-in-2025-f96147fb-d495-4975-b7d8-c99ab6e7cd2b Join Dylan and Kinji as they sit down with Rob Solomon, co-founder of DIMO, to discuss how DIMO is revolutionizing vehicle connectivity through decentralized technology. From enabling seamless car data sharing to exploring use cases like usage-based insurance, EV charging insights, and even Pokémon Go-style apps, Rob breaks down DIMO's vision of creating an open, interoperable platform for mobility. Learn how DIMO is tackling challenges like scaling globally, empowering developers, and integrating blockchain for seamless transactions. Don't miss insights into the massive potential of the mobility data market and what’s ahead for DIMO in 2025! The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Introductions 00:55 Dimo Overview 06:30 Value Flow in Dimo 10:49 Growth Constraints 15:35 Blockchain 19:57 Autonomous Vehicles 25:26 Car Data 30:24 Roadmap Hosted by Dylan Bane & Kinji Steimetz of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Revolutionizing Decentralized Wireless Networks with Rich DeVaul, co-founder and CEO of XNet | Fully Diluted with Messari Research 55:24

25 weeks тому55:24

55:24

Ask Messari Copilot: "How does XNet's D-WIN approach differ from Helium's?" https://messari.io/copilot/share/comparing-d-win-and-helium-0d52047b-1db4-42e1-bc39-9a7a6da027d8 Join Dylan Bane and Kinji Steimetz as they dive into the future of decentralized wireless with Rich DeVaul, co-founder and CEO of XNet, on this episode of Fully Diluted. Rich shares XNet’s groundbreaking approach to decentralized wireless (D-WIN), how they’re solving mobile coverage challenges with enterprise-grade solutions, and their mission to connect millions through innovative tokenomics and blockchain integration. Highlights include: 🔹 The difference between XNet and Helium’s business models 🔹 How XNet is transforming mobile networks with cost-effective 5G deployment 🔹The shift to Solana and its impact on XNet’s operations 🔹Insights on tokenomics, governance, and decentralization in telecom 🔹The roadmap for 2025 and beyond Discover how XNet is bridging the gap between legacy telecom and cutting-edge blockchain technology. Don’t miss this exciting discussion packed with insights on the future of decentralized wireless networks. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Introductions 00:57 Origins 08:24 Reducing Cost 20:42 Commercial Strategy 28:23 Why Solana? 32:20 Token Model 37:27 Integrating With Tech 51:22 Future Hosted by Dylan Bane & Kinji Steimetz of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
"WTF is Peaq and Why Is It Worth $2B?" with Leo Dorlochter & Max Thake (Co-Founders of Peaq) | Fully Diluted with Messari Research 46:41

25 weeks тому46:41

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.…

Messari's Unqualified Opinions

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Callen Van Den Elst (Wintermute) | The Protocol Services Podcast with Jack Purdy 37:25

27 weeks тому37:25

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.…

Messari's Unqualified Opinions

1
Annual Crypto Theses 2025 Audiobook | All Chapters 4:35:44

27 weeks тому4:35:44

4:35:44

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.…

Messari's Unqualified Opinions

1
Consumer Crypto & Gaming Year in Review | Kel, Mason Nystrom, Chris Davis | Messari Theses 2025 54:28

28 weeks тому54:28