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Messari"s Unqualified Opinions

Messari

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

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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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33:01

How Crypto x AI Can Win with Seth Bloomberg | The Story

Messari"s Unqualified Opinions ·

2024/08/07

The idea of Crypto x AI (or, decentralized AI) is great - build the infrastructure of AI tool in public, and incentivize its coordination via tokens. But the reality is the Crypto x AI ecosystem as a whole is competing - directly - against Google,, Microsoft, OpenAI, Amazon at every step of the AI value chain.However, as Seth Bloomberg explains, there are a few fundamental features of Crypto x AI that gives some insight into how, and where, Crypto x AI can succeed.(00:00) - Hire with

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23:38

Crypto 2024's Mixed Bag with Seth Bloomberg | The Story

Messari"s Unqualified Opinions ·

2024/07/31

We’re now more than halfway through 2024 - and on a macro level, to be honest, most of us at Messari research aren’t really sure what to make of crypto this year. Bitcoin, Ethereum and Solana all have reasons for optimism - and reasons for concern. So as Seth Bloomberg explains, we stepped back and took stock of where each of the 3 crypto “majors” are - and what narratives we think might drive crypto for the rest of 2024.(00:00) - Hire with Hirechain(00:40) - Intro (02:03) - Mainnet is

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16:04

Solana's Next Growth Driver with Kinji Steimetz

Messari"s Unqualified Opinions ·

2024/07/24

Over the past year, Solana has been growing at a breakneck pace by any measure. But one vertical may be underperforming - liquid staking. As Kinji explains, one project, Sanctum, is setting out to change that - by trying to help the cold start liquidity problem for new liquid staked tokens. If they're successful, they could dramatically change how quickly these new LST's can scale.(00:00) - Hire with Hirechain(00:40) - Intro (02:04) - Mainnet is Coming (03:04) - Solana's Next Growth

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19:33

Coinbase's Latest Earnings Spoiler with Kunal Goel |...

Messari"s Unqualified Opinions ·

2024/07/17

For the past year, Messari's Kunal Goel has been consistently more accurate than most analysts at predicting Coinbase's Quarterly Earnings. Listen in as he discusses how he does it, and what his latest expected earnings tell him about the future of Coinbase.Declutter Your Inbox. Use Messari Lite as your Daily News Feed(00:00) - Hire with Hirechain(00:40) - Intro (01:49) - Mainnet is Coming! (02:48) - Coinbase's Latest Earnings Spoiler Hosted by Ryan Selkis

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21:00

How DePIN Can Help Fight Climate Change with Dylan...

Messari"s Unqualified Opinions ·

2024/07/10

Since signing the Paris Agreement almost 10 years ago, carbon credit systems have emerged as the go-to method for reducing global CO2 emissions - but their adoption as been slowed by coordination challenges. As Dylan Bane explains, new crypto projects using DePIN principles are trying to more efficiently coordinate distributed resources - and may just be the catalyst the energy industry needs to reach the Paris Agreement's goals.Declutter Your Browser. Use Messari Lite as your personalized

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16:45

A Guide to Stablecoin Yield in Summer 2024 with Kinji...

Messari"s Unqualified Opinions ·

2024/06/26

Stablecoins have proven to be one of crypto's strongest early killer apps. But as Kinji Steimitz explains, this utility has led to a massive number of new ways to earn yield on stablecoins - making it difficult to know what all the options are to do so, let alone compare them against each other. Join Kinji for his guide to finding stablecoin yield in Summer 2024.(00:00) - Hire with Hirechain(00:40) - Intro (02:04) - Mainnet is Coming! (03:04) - Kinji's Guide to Stablecoin Yield Hosted

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22:36

The Importance of Cryptoeconomic Security: A Debate...

Messari"s Unqualified Opinions ·

2024/06/19

Historically, blockchain validators have been rewarded for their work with native tokens of the blockchain in question. But the ongoing revolution in smart contracts has created opportunities for blockchain validators to generate revenue outside of the protocol - which as Kunal Goel and Peter Horton explain has prompted a large-scale discssion on how to measure a chain's security, and what role economic security plays in that measurement. (00:00) - Hire with Hirechain (00:40) -

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20:35

AO and Arweave's Unique Approach to Modularity with...

Messari"s Unqualified Opinions ·

2024/06/12

When the crypto world turns its hype machine on one particular topic, like modularity, it can be rare to come across a truly unique approach. But as Seth Bloomberg explains, AO and Arweave have done just that, laying out an architecture that may inform the modular crypto infrastructure economy for many cycles to come.(00:00) - Hire with Hirechain(00:40) - Intro (02:58) - Mainnet is Coming! (03:58) - AO, Arweave, and Modularity Hosted by Ryan Selkis (https://x.com/twobitidiot)Written and

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10:41

What Polymarket's Growth Reveals about the Future of...

Messari"s Unqualified Opinions ·

2024/06/05

Prediction markets always see an increase in activity in an election year - and this year is no different. But as Kunal Goel explains, for crypto-based prediction markets like Polymarket this increase in growth is an opportunity to explore what other uses besides betting these markets can serve. (00:00) - Hire with Hirechain(00:40) - Intro (02:49) - Mainnet is Coming! (03:49) - The Future of Prediction Markets Hosted by Ryan Selkis (https://x.com/twobitidiot)Written and Produced by

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26:33

Ryan Selkis and Marvin Ammori of Uniswap Labs Debate...

Messari"s Unqualified Opinions ·

2024/06/03

In this Special Episode, Ryan Selkis and Marvin Ammori of Uniswap Labs debate the best approach to advance crypto in today's political climate. This debate happened at Consensus 2024, and was moderated by Zack Seward of Coindesk.Credit: CoindeskFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts:

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13:07

What OpenAI's Spring Updates Reveal About the Future...

Messari"s Unqualified Opinions ·

2024/05/29

OpenAI's spring product updates may have underwhelmed those who were hoping for a GPT-5. But as Seth Bloomberg explains, the updates show OpenAI's commitment to the rapidly growing Consumer AI sector - and give a potential preview into how open-source projects in the crypto x AI space may respond.(00:00) - Hire with Hirechain(00:40) - Intro (02:56) - Mainnet is Coming! (03:55) - Crypto x AI Hosted by Ryan Selkis (https://x.com/twobitidiot)Written and Produced by Steve BichimerBased on

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Messari"s Unqualified Opinions

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