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Messari"s Unqualified Opinions

Messari

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

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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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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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