Shows
Messari's Unqualified OpinionsAre We Really Back? AI Subnets, BTC Surge & Stablecoin Wars | Fully Diluted with Messari ResearchWe'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 f...2025-05-071h 12Messari's Unqualified OpinionsBuilding Real-World Utility: DePIN, AI, and Crypto’s Future | Fully Diluted with Messari ResearchWhat’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 Introductions4:02 HiveMapper Intro12:13 Market Demand18:55 Token Model29:20 Regulation & Adoptio36:05 Crypto Culture38:56 App Layer & Roadmap46:04 ConclusionHosted by Dylan Bane of Me...2025-05-0146 minMessari's Unqualified OpinionsCrypto Built the Casino — Can It Build Infrastructure Too? | Fully Diluted with Messari ResearchIn 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. ...2025-04-3051 minMessari's Unqualified OpinionsMegaETH Breaks Through, Mantra Breaks Down | STS Ep. 3 | Fully Diluted with Messari ResearchWe'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. 🔹 Ga...2025-04-2352 minMessari's Unqualified OpinionsHow The Innovation Game Is Crowdsourcing Better Algorithms | Fully Diluted with Messari ResearchAsk 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-442e829d94b5How 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 deve...2025-04-1655 minMessari's Unqualified OpinionsCooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified OpinionsAsk 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-58d36f43250aIn 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 pr...2025-04-1054 minMessari's Unqualified OpinionsThe Meta Got Too Smart: Now What? | Fully Diluted with Messari Research | Unqualified OpinionsAsk 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-dc24f483a0dcIn 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...2025-03-2457 minMessari's Unqualified OpinionsReinventing Online Privacy | Fully Diluted with Messari Research | Unqualified OpinionsJoin 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 BaneFollow Messari on Twitter: https://twitter.com/MessariCrypto2025-03-1325 minMessari's Unqualified OpinionsRevolutionizing EV Charging | Fully Diluted with Messari Research | Unqualified OpinionsJoin 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 valu...2025-03-1249 minMessari's Unqualified OpinionsBuilding Decentralized Physical AI | Fully Diluted with Messari Research | Unqualified OpinionsJoin 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....2025-02-2750 minMessari's Unqualified OpinionsThe Evolution of Proof of Location and Decentralized Data With XYO | Fully Diluted with Messari Research | Unqualified OpinionsJoin 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...2025-02-1324 minMessari's Unqualified OpinionsPayFi Deep Dive With Huma and Solana | Fully Diluted with Messari Research | Unqualified OpinionsJoin 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...2025-02-1242 minMessari's Unqualified OpinionsDisrupting Cloud Computing: Meet io.netAsk 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...2025-01-2929 minMessari's Unqualified OpinionsTRON's 2025 Vision with Justin Sun: Stablecoins, AI, and GrowthAsk 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 US...2025-01-2819 minMessari's Unqualified OpinionsInside the PayFi Ecosystem Driving $2.8 Billion in Transactions with Huma FinanceAsk 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...2025-01-2346 min
Messari's Unqualified OpinionsThe Future of Stablecoins with Anna Yuan (Perena) | Fully Diluted with Messari ResearchAsk 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 th...2025-01-1535 min
Messari's Unqualified OpinionsMapping & Autonomous Vehicles with Alireza Ghods & Ulrik Lages (Natix) | Fully Diluted with Messari ResearchAsk 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...2025-01-1046 min
Messari's Unqualified OpinionsThe State of DePIN 2024 with Sal Gala (EV3) & Connor Lovely (Building in Public) | Fully Diluted with Messari ResearchAsk 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...2025-01-0949 min
Messari's Unqualified OpinionsUnlocking the Future of Connected Mobility With Rob Solomon, co-founder of DIMO | Fully Diluted with Messari ResearchAsk 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.
2025-01-0832 min
Messari's Unqualified OpinionsRevolutionizing Decentralized Wireless Networks with Rich DeVaul, co-founder and CEO of XNet | Fully Diluted with Messari ResearchAsk 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 inno...2025-01-0755 min
Messari's Unqualified Opinions"WTF is Peaq and Why Is It Worth $2B?" with Leo Dorlochter & Max Thake (Co-Founders of Peaq) | Fully Diluted with Messari ResearchAsk Messari Copilot "WTF is Peaq and Why Is It Worth $2B?" https://messari.io/copilot/share/understanding-peaq-s-valuation-f4abf889-1882-4d1d-a7d0-718f9db04bd7Leonard 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...2025-01-0646 minMessari's Unqualified OpinionsCallen Van Den Elst (Wintermute) | The Protocol Services Podcast with Jack PurdyAsk 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...2024-12-2737 minMessari's Unqualified OpinionsAnnual Crypto Theses 2025 Audiobook | All ChaptersRead 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
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This episode and its contents do not necessarily reflect the opinions of Messari...2024-12-234h 35Messari's Unqualified OpinionsConsumer Crypto & Gaming Year in Review | Kel, Mason Nystrom, Chris Davis | Messari Theses 2025Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025
Over 100 pages of everything you need to know in crypto for 2025.
Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024)
00:00 Intro & 2024 Review
06:52 AI Agents
16:12 Launching Fungible Tokens
23:33 Blinks
33:42 Gaming
42:08 Hot Takes for 2025
Follow Messari on Twitter: https://twitter.com/MessariCrypto
Follow Unqualified Opinions on Spotify: https://open.spotify...2024-12-2054 minMessari's Unqualified OpinionsDeFi & Stablecoins Year In Review | Kinji Steimetz, Sunny Shi & Andrew Dyer | Messari Theses 2025Read 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/MessariCrypto2024-12-1955 minMessari's Unqualified OpinionsDePIN Year in Review | Sami Kassab, Dylan Bane & Maartje Bus | Messari Annual Theses 2025Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025
Over 100 pages of everything you need to know in crypto for 2025.
Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024)
00:00 Intro & Summary of Dylan's DePIN 2025 Theses
13:59 Helium
27:06 DePIN x AI
32:39 Grass
36:07 Bittensor
48:31 Predictions for 2025
Follow Messari on Twitter: https://twitter.com/MessariCrypto
Follow Unqualified Opinions on Spotify: https...2024-12-1856 minMessari's Unqualified OpinionsSolana Year in Review | Ryan Watkins, Wilson Withiam, Kinji Steimetz | Messari Annual Theses 2025Read 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...2024-12-1738 minMessari's Unqualified OpinionsMessari Annual Theses 2025 Are Here! | Intro Episode - State of Crypto | Maartje Bus, Dylan Bane, Sunny Shi & Andrew DyerRead 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...2024-12-1658 minMessari's Unqualified OpinionsMessari Annual Theses 2025 | AI x Crypto | Seth Bloomberg, Dustin Teander & Sunny ShiRead 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=13163...2024-12-161h 05
Messari's Unqualified OpinionsTodd Ruoff (CEO, Autonomys) on AI 3.0 | Fully Diluted with Messari ResearchAsk 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...2024-12-1127 min
Messari's Unqualified OpinionsDavid Vorick (Founder, Glow) on Incentivized Solar Energy | Fully Diluted with Messari ResearchAsk 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...2024-12-1034 min
Messari's Unqualified OpinionsAlex Cutler (Co-Founder, Aerodrome) | Fully Diluted with Messari ResearchAsk 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...2024-12-0533 min
Messari's Unqualified OpinionsJoseph Axisa (Axis Advisory) on 2025's Legal Crypto Challenges | The Protocol Services Podcast with Jack PurdyAsk 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...2024-12-0328 min
Messari's Unqualified OpinionsHow DePIN Energy Can Save The Planet with Dylan Bane | The StoryAsk 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 Bichim...2024-11-2712 min
Messari's Unqualified OpinionsA Web3 Game that Feels Like a Web2 Game with Chris Davis | The StoryAsk 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...2024-11-2020 min
Messari's Unqualified Opinions"You Can Automate A Huge Chunk of Telecom If It's Onchain" - Neil Chatterjee (Andrena) | Fully Diluted with Messari ResearchAsk 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...2024-11-1440 min
Messari's Unqualified OpinionsAni Pai (Dragonfly) and Mahesh Ramakrishnan (EV3) on Investing in DePIN | Fully Diluted with Messari ResearchAsk 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
2024-11-0739 min
Messari's Unqualified OpinionsOmer Goldberg (Chaos Labs) on Risk Management | The Protocol Services Podcast with Jack PurdyAsk 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...2024-11-0538 min
Messari's Unqualified OpinionsJim Hiltner (Superstate) on RWA's | Fully Diluted with Messari ResearchAsk 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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Messari's Unqualified OpinionsGEODNET Deep Dive with Dylan Bane | The StoryAsk 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 Un...2024-10-3016 min
Messari's Unqualified OpinionsMatt Dobel (Gauntlet) | The Protocol Services Podcast with Jack PurdyAsk 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...2024-10-2838 min
Messari's Unqualified OpinionsAll Things Fundraising (AI, DePIN, APAC) with Andrew Dyer | The StoryAsk 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...2024-10-2315 min
Messari's Unqualified OpinionsAbhay Kumar (CEO, Helium Foundation) and Mario Di Dio (GM of Network, Nova Labs) on Carrier OffloadAsk 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
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Messari's Unqualified OpinionsLuca Netz (Pudgy Penguins) and Julian Holguin (Doodles) on Consumer Crypto | Fully Diluted PodcastAsk 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...2024-10-1739 min
Messari's Unqualified OpinionsThe State of DeFi Q3 2024 with Kinji Steimetz | The StoryThe 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...2024-10-1613 min
Messari's Unqualified OpinionsRonin's Rebirth with Chris Davis | The StoryAsk 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 - remini...2024-10-0916 min
Messari's Unqualified OpinionsAnil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack PurdyAsk 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...2024-10-0239 min
Messari's Unqualified OpinionsTether is More Profitable than Goldman Sachs with Andrew Dyer | The StoryGet 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...2024-09-2519 min
Messari's Unqualified OpinionsAdrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack PurdyGet 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 t...2024-09-2337 min
Messari's Unqualified OpinionsBase and Aerodrome with Sunny Shi | The StoryGet 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024Like 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 - an...2024-09-1813 min
Messari's Unqualified OpinionsThe Impact of Token Unlocks on Markets with Andrew Dyer | The StoryOne 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 un...2024-09-1113 min
Messari's Unqualified OpinionsDePIN for Home Internet with Dylan Bane | The StoryHome 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/mainnet2024Declutter Your Browser. Use Messari Lite as your customized crypto news feed.(00:00...2024-09-0413 min
Messari's Unqualified OpinionsWhat Happens To RWAs When The Fed Rate Falls? with Kinji Steimetz | The StoryLast 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...2024-08-2814 min
Messari's Unqualified OpinionsWhy Nate Silver Joined Polymarket (Probably) with Sunny Shi | The StoryPolymarket 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...2024-08-2113 min
Messari's Unqualified OpinionsDePIN Update + DePIN Summit Reactions with Dylan Bane | The StoryDePIN 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 what is real progress vs. what is hype. So Dylan Bane dove deep and now can give an update on revenue, Layer 1 traction, and what's next for DePIN.Declutter Your Browser. Use...2024-08-1424 min
Messari's Unqualified OpinionsHow Crypto x AI Can Win with Seth Bloomberg | The StoryThe 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, there are a few fundamental features of Crypto x AI that gives some insight into how, and where, Crypto x AI can succeed.(00:00) - Hire with H...2024-08-0733 min
Messari's Unqualified OpinionsCrypto 2024's Mixed Bag with Seth Bloomberg | The StoryWe’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” are - and what narratives we think might drive crypto for the rest of 2024.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:03) - Mainnet is Coming!
(03:03) - Crypto's Mixed Bag
Hosted by Maartje...2024-07-3123 min
Messari's Unqualified OpinionsSolana's Next Growth Driver with Kinji SteimetzOver 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 quickly these new LST's can scale.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:04) - Mainnet is Coming
(03:04) - Solana's Next Growth Driver
Hosted by Maartje Bus (https://x.com/maartjebus)Produced by Steve BichimerBased...2024-07-2416 min
Messari's Unqualified OpinionsCoinbase's Latest Earnings Spoiler with Kunal Goel | The StoryFor 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 Hirechain
(00:40) - Intro
(01:49) - Mainnet is Coming!
(02:48) - Coinbase's Latest Earnings Spoiler
Hosted by Ryan Selkis (https://x.com/twobitidiot)Produced by Steve BichimerBased on "Spoiler Alert - Coinbase Q2 2024 Revenue Estimates", by Kunal...2024-07-1719 min
Messari's Unqualified OpinionsHow DePIN Can Help Fight Climate Change with Dylan Bane | The StorySince 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 just be the catalyst the energy industry needs to reach the Paris Agreement's goals.Declutter Your Browser. Use Messari Lite as your personalized crypto news feed.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:52) - Mainnet is Coming!
(03:51) - How DePIN Can Help...2024-07-1020 min
Messari's Unqualified OpinionsA Guide to Stablecoin Yield in Summer 2024 with Kinji Steimetz | The StoryStablecoins 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 in Summer 2024.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:04) - Mainnet is Coming!
(03:04) - Kinji's Guide to Stablecoin Yield
Hosted by Ryan Selkis (https://twitter.com/twobitidiot)Written and Produced by Steve...2024-06-2616 min
Messari's Unqualified OpinionsThe Importance of Cryptoeconomic Security: A Debate with Kunal Goel & Peter Horton | The StoryHistorically, 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 how to measure a chain's security, and what role economic security plays in that measurement. (00:00) - Hire with Hirechain
(00:40) - Intro
(02:24) - Mainnet is Coming!
(03:24) - Cryptoeconomic Security: A Debate
Hosted by Ryan Selkis (https://x.com/twobitidiot)Produced by Steve Bichimer2024-06-1922 min
Messari's Unqualified OpinionsAO and Arweave's Unique Approach to Modularity with Seth Bloomberg | The StoryWhen 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
(00:40) - Intro
(02:58) - Mainnet is Coming!
(03:58) - AO, Arweave, and Modularity
Hosted by Ryan Selkis (https://x.com/twobitidiot)Written and Produced by Steve BichimerBased on "Arweave, AO and AI-Modular Framework with Flexible Security"...2024-06-1220 min
Messari's Unqualified OpinionsWhat Polymarket's Growth Reveals about the Future of Prediction Markets with Kunal Goel | The StoryPrediction 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) - Mainnet is Coming!
(03:49) - The Future of Prediction Markets
Hosted by Ryan Selkis (https://x.com/twobitidiot)Written and Produced by Steve BichimerBased on "Going Poly-market", by Kunal Goel (https://twitter.com/kunalgoel), Kinji Steimetz (https://twitter...2024-06-0510 min
Messari's Unqualified OpinionsRyan Selkis and Marvin Ammori of Uniswap Labs Debate Politics and CryptoIn 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: CoindeskFollow 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/id1455666979This episode and its contents do not necessarily reflect the opinions of Messari...2024-06-0326 min
Messari's Unqualified OpinionsWhat OpenAI's Spring Updates Reveal About the Future of Crypto x AI with Seth Bloomberg | The StoryOpenAI'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
(02:56) - Mainnet is Coming!
(03:55) - Crypto x AI
Hosted by Ryan Selkis (https://x.com/twobitidiot)Written and Produced by Steve BichimerBased on "OpenAI's GPT-4o & AI Companies", by Seth Bloomberg (https://x.com/bloomberg_seth)...2024-05-2913 min
Messari's Unqualified OpinionsThe Hidden Insights in Crypto's Latest Fundraising Data with Patryk Krasnicki | The StoryIndustry 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 Insights in Crytpo Fundraising Data
Hosted by Ryan Selkis (https://twitter.com/twobitidiot)Written and Produced by Steve BichimerBased on "April 2024 Fundraising Report", by Patryk Krasnicki (https://x.com/Solofunk30)Powered by Eleven Labs Voice AIFollow...2024-05-2215 min
Messari's Unqualified OpinionsThe Story | A Better Business Model for Social Media with Toe BautistaMany "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 adoption.(00:00) - Hire with Hirechain
(00:40) - Intro
(03:31) - Mainnet is Coming!
(04:30) - A Better Business Model for Social Media
Hosted by Ryan Selkis (https://twitter.com/twobitidiot)Written and Produced by Steve BichimerBased on "Social Fi...2024-05-1515 min
Messari's Unqualified OpinionsThe Story | The Boring Assets Making RWA's ExcitingReal 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, the category has seen rapid growth in the last 18 months - growth that might point towards an unlock in a few key subsectors.(00:00) - Hire with Hirechain
(00:40) - Intro
(03:33) - Mainnet is Coming!
(04:33) - What's driving the growth...2024-05-0811 min
Messari's Unqualified OpinionsThe Story | Ethereum's Inflection Point with Seth BloombergFour 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.(00:00) - Hire with Hirechain
(00:40) - Intro
(04:15) - Messari Mainnet 2024 is coming!
(05:15) - Ethereum's Inflection Point
Hosted by Ryan Selkis (https://twitter.com/twobitidiot)Written and Produced by Steve BichimerBased on "A Deep Dive into Proof Marketplaces", by...2024-05-0115 min
Messari's Unqualified OpinionsThe Story | A Lending Renaissance with Kinji SteimetzDecentralized 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 Produced by Steve BichimerBased on "A Lending Renaissance" (Messari Enterprise, 2024), by Kinji Steimetz (https://twitter.com/SteimetzKinji)Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67...2024-04-2412 min
Messari AudioMessari Happy Hour Ep11Greg Osuri, Founder of Akash Network, joins Messari Research Analyst Sami Kassab to discuss decentralizing crypto's tech stack. 2022-10-0545 minMessari AudioMessari Happy Hour Ep10Joel Miyazawa, Traver Normandi, and John TotalValue Locke discuss Uniswap's recent proposal and the Fei Protocol unwind.2022-09-0340 minMessari AudioMessari Happy Hour Ep9Tom Dunleavy, Mike Kremer, Dustin Teander, and Chase Devens discuss implications from the Tornado Cash fallout (practical/enforcement), prepping for The Merge, and macro outlook post-CPI update.2022-08-2359 minMessari AudioMessari Happy Hour Ep8Tom Dunleavy, Eshita Nandini, Jerry Sun, Ally Zach, and Matt Markewicz discuss rollups, modularity, Cosmos and more.2022-08-1540 minMessari AudioMessari Happy Hour Ep6Mike Kremer, Tom Dunleavy, and Dustin Teander discuss innovations that will be born out of the bear market.2022-08-151h 02Messari AudioMessari Happy Hour Ep5Traver Normandi, Elem Oghenekaro, and Mike Kremer discuss governance and DAOs.2022-08-151h 05Messari AudioMessari Happy Hour Ep4Kel Eleje, Cole Muench, socrypt, Justin Baba, Justin Hernandez and Andrew Silva discussed the bull/bear case for GameFi, the current state of PFPs, and VCs role in Web3.2022-08-151h 06Messari AudioMessari Happy Hour Ep3Tom Dunleavy, Mike Kremer, Dustin Teander, and Chase Devens discuss web3 social and social graphs, moats in crypto, and more. 2022-08-1559 minMessari AudioMessari Happy Hour Ep2Tom Dunleavy, Mike Kremer, Dustin Teander, Yule Andrade, Chase Devens, and John TotalValue Locke discuss the $UST depeg, the fallout of Terra and its impact on crypto, and competing stablecoins.2022-08-151h 00Messari AudioMessari Happy Hour Ep1Kunal Goel, Mason Nystrom, Tom Dunleavy, Mikey Kremer, James Gannon, and Dustin Teander discuss the Optimism Airdrop, Ethereum Merge, and Stablecoin Wars.2022-08-151h 01
Messari’s Crypto Theses For 2022Section 9. The DAO of DAOsSection 9. The DAO of DAOs9.1 Enabling Tools: Wallets & Staking [2:43]9.2 Down the Rabbithole: Learning & Earning [4:28]9.3 Working in Web3 [6:47]9.4 Hierarchies, Pods, and Fluid Organisms [09:47]9.5 DAO Treasury Management [13:19] 9.6 DAO Investor Relations [16:23] 9.7 Messari: Tying it All Together [19:21] 9.8 Legal Framework for DAOS [20:17] 9.9 The New Capital Allocators [22:35] 9.10 The New Information Curators [24:53] 2022-01-1128 minMessari's Unqualified OpinionsIndia's Burgeoning Crypto Scene with WazirX CEO Nischal ShettyNischal 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.
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Special thanks to our sponsors:
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Bitstamp is the original global cryptocurrency exchange. Since 2011, we’ve been a cornerstone of the industry, earning the trust of over...2020-06-3040 minMessari's Unqualified OpinionsLedger CEO Pascal Gauthier on the Business of Being Your Own BankLedger CEO Pascal Gauthier joins The Unqualified Opinions podcast to discuss self custody, and the user experience of being your own bank.
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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 Crypto.
Choice by Kingdom Trust: Bitcoin, Stocks, ETFs, Gold and more. All in one retirement account. https://www.retirewithchoice.com/messari
Bitstamp is the original global cryptocurrency exchange. Since 2011, we’ve been a cornerstone of the industry, earning the trust of over four milli...2020-06-2550 minMessari's Unqualified OpinionsCharles Hoskinson on Cardano & Network EffectsWith the next major phase of Cardano's mainnet (Shelley) fast approaching, IOHK CEO Charles Hoskinson provides a full project update as well his thoughts on the competitive outlook of the smart contracting landscape.
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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 Crypto.
Choice by Kingdom Trust: Bitcoin, Stocks, ETFs, Gold and more. All in one retirement account. https://www.retirewithchoice.com/messari
Bitstamp is the original global cryptocurrency exchange. Since 2011, we’ve been a co...2020-06-171h 08Messari's Unqualified OpinionsChris McCann, Founding Partner at Proof of CapitalQiao Wang, Director of Product at Messari, interviews Chris McCann, Founding Partner at Proof of Capital.
If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-11-1447 minMessari's Unqualified OpinionsDovey Wan, Founding Partner of Primitive VenturesQiao Wang, Director of Product at Messari, interviews Dovey Wan, Founding Partner of Primitive Ventures.
If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-11-1243 minMessari's Unqualified OpinionsMo Dong, CEO of CelerQiao Wang, Director of Product at Messari, interviews Mo Dong, CEO of Celer.
This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-11-0734 minMessari's Unqualified OpinionsDawn Song, CEO of Oasis LabsQiao Wang, Director of Product at Messari, interviews Dawn Song, the CEO of Oasis Labs. This episode of Unqualified Opinions was recorded live during SF Blockchain week.
This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the...2019-11-0540 minMessari's Unqualified OpinionsRyan Sean Adams, Creator of BanklessRyan interviews Ryan Sean Adams, the creator of Bankless.
-----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-10-3142 minMessari's Unqualified OpinionsMatt Luongo, the Founder & CEO of Keep & FoldRyan interviews Matt Luongo, the Founder & CEO of Keep & Fold.
-----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-10-2938 minMessari's Unqualified OpinionsItamar Lesuisse, Co-Founder & CEO of ArgentRyan interviews Itamar Lesuisse, the Co-Founder & CEO of Argent.
-----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-10-2845 minMessari's Unqualified OpinionsBob Summerwill, Executive Director of ETC CooperativeRyan interviews Bob Summerwill, the Executive Director of ETC Cooperative.
-----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-10-2552 minMessari's Unqualified OpinionsSam Bankman-Fried, CEO of FTXRyan interviews Sam Bankman-Fried, the CEO of FTX.
-----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-10-2454 minMessari's Unqualified OpinionsMonica Quaintance, Head of Research and Networks at KadenaRyan interviews Monica Quaintance, the Head of Research and Networks at Kadena.
-----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-10-1137 minMessari's Unqualified OpinionsNathaniel Wittemore, Indepedent Content CuratorRyan interviews Nathaniel Wittemore, an indepedent content curator.
-----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-10-091h 04Messari's Unqualified OpinionsGregory Di Prisco, Head of Business Development at MakerDAORyan interviews Gregory Di Prisco, Head of Business Development at MakerDAO.
-----This episode is sponsored by Voyager, a fast and 100% commission-free app that lets you trade more than 20 top cryptocurrencies. Sign up at investvoyager.com/messari to earn $25 in free Bitcoin when you download the Voyager iOS app and create an account.
-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe.This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworksgroup.io2019-10-031h 00