Messari's Unqualified Opinions
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Messari's Unqualified Opinions
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Nedávné epizody
224 epizod
How EdgeX Survived the $18B Liquidation Cascade & Came Out #1 | Messari Fully Diluted
Research Analyst @CryptoRick98 sits down with KF, co-founder of edgeX, to break down the State of edgeX Q4 2025 report. The conversation covers edgeX'...
Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference
In episode 21 of Messari's Fully Diluted, Alex Beaudry is joined by analysts Hayden Booms, Dillon Shirley, and Qorban Ferrell to break down the most i...
How USD.AI Disrupts Private Credit with On-Chain GPU Financing
Conor Moore, co-founder and COO of USD.AI, joins Messari's Fully Diluted podcast to discuss the emerging on-chain credit market for GPU-backed loans....
Will Prediction Market Volumes Continue to Grow? Bull vs Bear Case | Messari Fully Diluted
The Messari team analyzes prediction markets after the Super Bowl drove record volumes across Kalshi and Polymarket. With $6.2 billion in weekly volum...
The Electric Dollar: How Stablecoins Will Finance AI's Future
Dylan Bane sits down with Anirudh from Robot Ventures to discuss a provocative thesis: stablecoin issuers could become the marginal buyers of US debt,...
DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted
The Shoot the Sh*t Podcast #19 dives deep into DePIN's real state in 2026. While token prices are down dramatically, revenue is surging and networks a...
The Secret to Tron’s Rapid Adoption in Emerging Markets
Sam Elfarra, Community Spokesperson at TronDAO, reveals how Tron’s first-mover advantage on USDT has created a liquidity revolution in emerging market...
How Dabba Scaled from 1K to 75K WiFi Hotspots in 18 Months | Messari Fully Diluted
Dabba is building the future of connectivity in India through decentralized physical infrastructure on the Solana blockchain. This episode of Fully Di...
State of DePIN 2025 | Fully Diluted
In this episode of Fully Diluted, Messari’s Dylan Bane sits down with Sal Gala, co-founder and managing partner at Escape Velocity Ventures, and Conno...
Drones x DePIN: Spexi and LayerDrone Are Building a Global Spatial Data Network | Fully Diluted
Drones, not satellites, might power the next generation of maps and spatial AI. In this episode of Fully Diluted, Messari’s Dylan Bane sits down with...
Exploring Railgun: The Future of Crypto Privacy | with Messari Research
Join us for another episode of Fully Diluted with Messari Analysts Matthew Nay, Sam Ruskin, Qorban Ferrell, and Jake Koch-Gallup.This week, we explore...
Consumer Crypto 2026: Prediction Markets, Wallet Wars & the Next Speculative Cycle | Fully Diluted
Prediction markets may be the first real breakout product for consumer crypto—and they’re only getting started.
In this episode of...
Theses 2026 on DeFi: Perps & Equity Perps, Prediction Markets, Stablecoin Yield w/ Messari Alumni
Perps are leveling up from a crypto-native niche into a global trading primitive—and equity perps may be the breakout narrative of 2026.
...
Theses 2026: Crypto x AI – Why BitTensor Could Be the “Bitcoin of Open AI Competition” | Fully Diluted with Messari Research
In this episode, Dylan, Sami and Seth break down why crypto + AI isn’t just a moral counterweight to Big Tech—it’s a faster innovation engine. They ex...
Theses 2026: Crypto x AI – Why BitTensor Could Be the “Bitcoin of Open AI Competition” | Fully Diluted with Messari Research
In this episode, Sami and Seth break down why crypto + AI isn’t just a moral counterweight to Big Tech—it’s a faster innovation engine. They explain h...
Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange | Messari's Fully Diluted
Messari’s Theses 2026 multi-chain roundtable breaks down who’s really winning the L1 / L2 wars and what that means for the next cycle.
State of Crypto 2026: Winners, Losers, and Big Bets for the Next Cycle | Messari's Fully Diluted
In this episode of the Messari Thesis Podcast, the Enterprise research team recaps the wild year that was 2025 and lays out their highest-conviction b...
State of Crypto AI, Monad & L1s: Where We Really Are in the Cycle | Messari's Fully Diluted
How much of “crypto AI” is still just narrative—and how much is finally real?
In this episode, Messari’s Enterprise team unpacks f...
Swarm Intelligence & Crypto AI: Inside Fortytwo’s Decentralized Inference Network | Fully Diluted
What if the smartest AI didn’t live in a hyperscale data center—but across millions of everyday devices?
In this episode, Chris Da...
Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Messari's Fully Diluted
In this episode, Messari's Chris Davis sits down with Shayon Sengupta, Partner at Multicoin Capital, to unpack how crypto-native markets are reshaping...
Rewiring Crypto: How DoubleZero Builds a High-Speed Network for Solana & Beyond | Fully Diluted w/ Messari Research
The public internet wasn’t built for high-performance blockchains.In this episode of Fully Diluted, Messari’s Dylan Bane and Matthew Nay sit down with...
Drones x DePIN: Spexi and LayerDrone Are Building a Global Spatial Data Network | Fully Diluted
Drones, not satellites, might power the next generation of maps and spatial AI.
In this episode of Fully Diluted, Messari’s Dylan...
Monad Mainnet Is Here: The Fastest EVM Chain Goes Live | Fully Diluted with Messari Research
Monad is gearing up for one of crypto’s most anticipated launches — a high-speed, censorship-resistant L1 built to merge scalability with true decentr...
Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via DePIN | Messari Podcast
Messari CTO Diran Lee sits down with Karam Lakshman, CEO & co-founder of Dabba, to unpack how a DePIN marketplace, local cable operators, and crypto i...
ETH’s Q3 Surge: DATs Grab 3.8% of Supply, ETH ETFs Outpace BTC | Fully Diluted with Messari Research
Q3 was ETH’s quarter. Messari Research digs into why ETH ETFs saw more inflows than BTC, how ETH-focused DATs amassed ~3.8% of ETH supply in one quart...
Helius on Privacy’s Next Wave: Zcash, Solana, & Future of Onchain Markets | Fully Diluted with Messari Research
In this episode of Fully Diluted, Messari’s Dylan Bane and the Messari Research team sit down with Mert Mumtaz, Co-founder and CEO of Helius, to unpac...
Robots With Wallets: OpenMind’s Vision for Physical AI & On-Chain Coordination | Fully Diluted with Messari Research
On this episode of Fully Diluted, Messari’s Dylan Bane and Chris Davis sit down with Yan, founder/CEO of OpenMind (and Stanford engineering professor...
Stablecoin Neobanks, Perp Wars & Double Zero | Fully Diluted with Messari Research
In this Episode, Messari's Enterprise team digs into three hot threads: why stablecoins are the best onramp for mainstream users, whether on-chain neo...
Injective: The Finance L1 — MEV-Resistant, Pre-IPO Perps, EVM | Fully Diluted with Messari Research
Injective CEO Eric Chen joins Messari’s Dylan Bane on Fully Diluted to unpack a finance-first Layer-1 built for performance and markets. Injective is...
Botanix: The Bitcoin L2 Paying Native BTC Yield | Fully Diluted with Messari Research
Botanix co-founders Willem Schroé and Alisia Painter join Messari's Dylan Bane on Fully Diluted to unpack a Bitcoin Layer-2 built for real finance. Bo...
Exotic RWAs & the New Crypto Frontier | Fully Diluted with Messari Research
This week, the Messari Enterprise team digs into the next big unlocks and headwinds across crypto:
🔹 Exotic RWAs (Pokémon cards,...
Still Early: Crypto Venture After Hype With Framework | Fully Diluted with Messari Research
VC Brandon Potts (Framework Ventures) joins Fully Diluted to cut through the noise on crypto venture right now. We cover why “let the token rip” is a...
Helium Revenue Burn, Fed Pivot, and Prediction Markets | Fully Diluted with Messari Research
In this week's episode, the Messari Enterprise team covers a loaded agenda:
🔹 Helium Mobile’s move to burn 100% of revenue in HNT
🔹 Fed...
Chainlink’s Future: Tokenization & Institutional Adoption | Unqualified Opinions by Messari Research
In this episode of Unqualified Opinions, Messari’s Whynonah sits down with Johann Eid , Chief Business Officer at Chainlink, to explore the evolution...
Ethereum’s Surge, Institutional Buying & DeFi Impact | Fully Diluted with Messari Research
Ethereum is up over 45% this month, outpacing every major asset — but what’s fueling this explosive move? In this episode, Matthew Nay and the Messari...
$3.7T Stablecoins? Treasury’s Bet & Pump.Fun’s Fall | Fully Diluted with Messari Research
💡 Ask Messari Copilot: How will stablecoins reshape global finance if Treasury demand and TradFi adoption continue accelerating?
...
Stablecoins Are Changing Global Payments – Artemis' Anthony Yim| Fully Diluted with Messari Research
Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners?
📥 Downl...
The Future of Global Payments with Sphere Labs' Arnold Lee | Fully Diluted with Messari Research
Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners?
📥 Downl...
Pump Token Launch, Bonk Takeover & Phantom’s Big UX Play | Fully Diluted with Messari Research
💡 Ask Messari Copilot: How is Phantom’s integration with Hyperliquid reshaping the future of on-chain perps and trading UX?
👉 Se...
Humanity Protocol: Solving Identity in a Deepfake World | Fully Diluted with Messari Research
In this Fully Diluted episode from ETHCC, we sit down with Terrence Kwok, founder of Humanity Protocol, to explore how palm biometrics, zero-knowledge...