PODCAST

Messari"s Unqualified Opinions

Messari

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

technology

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00:55:54

Is Bitcoin Gold 2.0? + CLOB Wars, Stablecoin Frenzy,...

Messari"s Unqualified Opinions ·

2025/06/18

💡 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-f836318a6502Bitcoin 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

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01:03:53

Inside 1inch's 30-Day Solana Expansion: Their DeFi...

Messari"s Unqualified Opinions ·

2025/06/11

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

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00:51:49

The First Real Internet Capital Market? | Fully...

Messari"s Unqualified Opinions ·

2025/06/04

💡 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-a411-6272aea037edIn 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

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00:42:41

Building the Binance of Onchain: Inside Infinex’s...

Messari"s Unqualified Opinions ·

2025/05/28

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-5b85d971-6184-4512-9110-1598a3900bb8Kain 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

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01:12:14

Tokenizing Everything: Are Internet Capital Markets...

Messari"s Unqualified Opinions ·

2025/05/21

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

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01:12:31

Are We Really Back? AI Subnets, BTC Surge &...

Messari"s Unqualified Opinions ·

2025/05/07

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

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00:46:34

Building Real-World Utility: DePIN, AI, and Crypto’s...

Messari"s Unqualified Opinions ·

2025/05/01

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 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

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00:51:33

Crypto Built the Casino — Can It Build Infrastructure...

Messari"s Unqualified Opinions ·

2025/04/30

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

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00:52:19

MegaETH Breaks Through, Mantra Breaks Down | STS Ep....

Messari"s Unqualified Opinions ·

2025/04/23

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

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00:55:00

How The Innovation Game Is Crowdsourcing Better...

Messari"s Unqualified Opinions ·

2025/04/16

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-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

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00:54:13

Cooked or Still Cooking? | Fully Diluted with Messari...

Messari"s Unqualified Opinions ·

2025/04/10

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-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

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00:57:13

The Meta Got Too Smart: Now What? | Fully Diluted...

Messari"s Unqualified Opinions ·

2025/03/24

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-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

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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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