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Messari"s Unqualified Opinions

Messari

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

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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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00:58:10

Messari Annual Theses 2025 Are Here! | Intro Episode...

Messari"s Unqualified Opinions ·

2024/12/16

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. 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:

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01:05:37

Messari Annual Theses 2025 | AI x Crypto | Seth...

Messari"s Unqualified Opinions ·

2024/12/16

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. 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:

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00:27:18

Todd Ruoff (CEO, Autonomys) on AI 3.0 | Fully Diluted...

Messari"s Unqualified Opinions ·

2024/12/11

Ask 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

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00:34:32

David Vorick (Founder, Glow) on Incentivized Solar...

Messari"s Unqualified Opinions ·

2024/12/10

Ask 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

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00:33:10

Alex Cutler (Co-Founder, Aerodrome) | Fully Diluted...

Messari"s Unqualified Opinions ·

2024/12/05

Ask Messari Copilot "Please explain Aerodrome's recent growth." https://messari.io/copilot/share/aerodrome-s-growth-analysis-b1f4da98-e4d1-412f-9b5a-fbcf61bf1e2bAlex 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

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00:28:30

Joseph Axisa (Axis Advisory) on 2025's Legal Crypto...

Messari"s Unqualified Opinions ·

2024/12/03

Ask 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

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00:12:51

How DePIN Energy Can Save The Planet with Dylan Bane...

Messari"s Unqualified Opinions ·

2024/11/27

Ask 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

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00:20:10

A Web3 Game that Feels Like a Web2 Game with Chris...

Messari"s Unqualified Opinions ·

2024/11/20

Ask 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

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00:40:07

"You Can Automate A Huge Chunk of Telecom If It's...

Messari"s Unqualified Opinions ·

2024/11/14

Ask 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

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00:39:14

Ani Pai (Dragonfly) and Mahesh Ramakrishnan (EV3) on...

Messari"s Unqualified Opinions ·

2024/11/07

Ask 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

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00:38:38

Omer Goldberg (Chaos Labs) on Risk Management | The...

Messari"s Unqualified Opinions ·

2024/11/05

Ask 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

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00:32:07

Jim Hiltner (Superstate) on RWA's | Fully Diluted...

Messari"s Unqualified Opinions ·

2024/11/01

Ask 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 Follow Messari on Twitter: Follow Unqualified

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00:16:41

GEODNET Deep Dive with Dylan Bane | The Story

Messari"s Unqualified Opinions ·

2024/10/30

Ask 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

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00:38:49

Matt Dobel (Gauntlet) | The Protocol Services Podcast...

Messari"s Unqualified Opinions ·

2024/10/28

Ask 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

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00:15:34

All Things Fundraising (AI, DePIN, APAC) with Andrew...

Messari"s Unqualified Opinions ·

2024/10/23

Ask 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 Twitter Follow

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00:32:45

Abhay Kumar (CEO, Helium Foundation) and Mario Di Dio...

Messari"s Unqualified Opinions ·

2024/10/22

Ask 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 Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow

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00:39:16

Luca Netz (Pudgy Penguins) and Julian Holguin...

Messari"s Unqualified Opinions ·

2024/10/17

Ask 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

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00:13:37

The State of DeFi Q3 2024 with Kinji Steimetz | The...

Messari"s Unqualified Opinions ·

2024/10/16

The 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:

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00:16:03

Ronin's Rebirth with Chris Davis | The Story

Messari"s Unqualified Opinions ·

2024/10/09

Ask 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

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Messari"s Unqualified Opinions

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