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Messari"s Unqualified Opinions

Messari

Crypto has real use cases - now. Learn about them here.

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00:25:35

Reinventing Online Privacy | Fully Diluted with...

Messari"s Unqualified Opinions ·

2025/03/13

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 BaneFollow Messari on Twitter:

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00:49:13

Revolutionizing EV Charging | Fully Diluted with...

Messari"s Unqualified Opinions ·

2025/03/12

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

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00:50:43

Building Decentralized Physical AI | Fully Diluted...

Messari"s Unqualified Opinions ·

2025/02/27

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

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00:24:47

The Evolution of Proof of Location and Decentralized...

Messari"s Unqualified Opinions ·

2025/02/13

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

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00:42:42

PayFi Deep Dive With Huma and Solana | Fully Diluted...

Messari"s Unqualified Opinions ·

2025/02/12

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

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00:29:18

Disrupting Cloud Computing: Meet io.net

Messari"s Unqualified Opinions ·

2025/01/29

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

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00:19:15

TRON's 2025 Vision with Justin Sun: Stablecoins, AI,...

Messari"s Unqualified Opinions ·

2025/01/28

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

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00:46:11

Inside the PayFi Ecosystem Driving $2.8 Billion in...

Messari"s Unqualified Opinions ·

2025/01/23

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

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00:35:08

The Future of Stablecoins with Anna Yuan (Perena) |...

Messari"s Unqualified Opinions ·

2025/01/15

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

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00:46:06

Mapping & Autonomous Vehicles with Alireza Ghods &...

Messari"s Unqualified Opinions ·

2025/01/10

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

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00:49:10

The State of DePIN 2024 with Sal Gala (EV3) & Connor...

Messari"s Unqualified Opinions ·

2025/01/09

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

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00:32:32

Unlocking the Future of Connected Mobility With Rob...

Messari"s Unqualified Opinions ·

2025/01/08

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

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00:55:24

Revolutionizing Decentralized Wireless Networks with...

Messari"s Unqualified Opinions ·

2025/01/07

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,

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00:46:41

"WTF is Peaq and Why Is It Worth $2B?" with Leo...

Messari"s Unqualified Opinions ·

2025/01/06

Ask Messari Copilot "WTF is Peaq and Why Is It Worth $2B?" https://messari.io/copilot/share/understanding-peaq-s-valuation-f4abf889-1882-4d1d-a7d0-718f9db04bd7Leonard 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

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00:37:25

Callen Van Den Elst (Wintermute) | The Protocol...

Messari"s Unqualified Opinions ·

2024/12/27

Ask Messari Copilot: "What is Wintermute?" https://messari.io/copilot/share/understanding-wintermute-90b0f9d2-a259-4682-92e0-4dda8802946bBringing 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

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05:30:20

Annual Crypto Theses 2025 Audiobook | All Chapters

Messari"s Unqualified Opinions ·

2024/12/23

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025Over 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 03:41 Disclaimer 05:15 State of Crypto 10:42 Policy 27:43 The Institutions Are Here 32:38 Rise of Solana 42:17 Fundraising 54:52 DePIN's Breakthrough 01:03:59 Bitcoin 01:20:37 Ethereum 01:32:27 Solana 01:45:43 Other L1's

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00:54:28

Consumer Crypto & Gaming Year in Review | Kel, Mason...

Messari"s Unqualified Opinions ·

2024/12/20

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Intro & 2024 Review 06:52 AI Agents 16:12 Launching Fungible Tokens 23:33 Blinks 33:42 Gaming 42:08 Hot Takes for 2025 Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify:

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00:55:54

DeFi & Stablecoins Year In Review | Kinji Steimetz,...

Messari"s Unqualified Opinions ·

2024/12/19

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Pendle, Maker, RWA's and...Fartcoin? 12:42 How Successful Can DAOs Be? 17:46 The Star of H2 2024: DEXs 26:42 Hyperliquid 36:09 Centralized Exchanges 51:27 DeFi Renaissance Continues in 2025? Follow Messari on Twitter:

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00:56:49

DePIN Year in Review | Sami Kassab, Dylan Bane &...

Messari"s Unqualified Opinions ·

2024/12/18

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Intro & Summary of Dylan's DePIN 2025 Theses 13:59 Helium 27:06 DePIN x AI 32:39 Grass 36:07 Bittensor 48:31 Predictions for 2025 Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on

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00:38:41

Solana Year in Review | Ryan Watkins, Wilson Withiam,...

Messari"s Unqualified Opinions ·

2024/12/17

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025Over 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:

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Messari"s Unqualified Opinions

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