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Messari"s Unqualified Opinions

Messari

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

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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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00:39:06

Anil Lulla (Delphi Digital) | The Protocol Services...

Messari"s Unqualified Opinions ·

2024/10/02

Ask Messari Copilot: "What services does Dephi Digital provide?" https://messari.co/4gOkureBringing 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:

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00:19:46

Tether is More Profitable than Goldman Sachs with...

Messari"s Unqualified Opinions ·

2024/09/25

Get 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 - and can now

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00:37:20

Adrian CV (Steakhouse Financial) | The Protocol...

Messari"s Unqualified Opinions ·

2024/09/23

Get 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

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00:13:37

Base and Aerodrome with Sunny Shi | The Story

Messari"s Unqualified Opinions ·

2024/09/18

Get 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

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13:22

The Impact of Token Unlocks on Markets with Andrew...

Messari"s Unqualified Opinions ·

2024/09/11

One 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

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13:48

DePIN for Home Internet with Dylan Bane | The Story

Messari"s Unqualified Opinions ·

2024/09/04

Home 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

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14:17

What Happens To RWAs When The Fed Rate Falls? with...

Messari"s Unqualified Opinions ·

2024/08/28

Last 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

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13:10

Why Nate Silver Joined Polymarket (Probably) with...

Messari"s Unqualified Opinions ·

2024/08/21

Polymarket 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

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24:18

DePIN Update + DePIN Summit Reactions with Dylan Bane...

Messari"s Unqualified Opinions ·

2024/08/14

DePIN 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

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Messari"s Unqualified Opinions

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