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Messari"s Unqualified Opinions

Messari

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00:43:03

Botanix: The Bitcoin L2 Paying Native BTC Yield |...

Messari"s Unqualified Opinions ·

2025/09/17

Botanix co-founders Willem Schroé and Alisia Painter join Messari's Dylan Bane on Fully Diluted to unpack a Bitcoin Layer-2 built for real finance. Botanix is a proof-of-stake Bitcoin L2 where 50% of gas fees flow to stakers via STBTC—a liquid, up-only, native Bitcoin yield backed by on-chain economic activity (not points or new tokens). We cover how users bridge BTC → Botanix → stake → earn, instant peg-outs, and why the team’s Spiderchain design prioritizes decentralization and censorship

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01:10:24

Exotic RWAs & the New Crypto Frontier | Fully Diluted...

Messari"s Unqualified Opinions ·

2025/09/12

This week, the Messari Enterprise team digs into the next big unlocks and headwinds across crypto:🔹 Exotic RWAs (Pokémon cards, watches, wine): why tokenizing non-financial collectibles finally improves UX (instant settlement, lower trust frictions) and could onboard normies.🔹 Macro setup: weak jobs, CPI/PPI ahead, gold ripping, and why a surprise 50 bps cut isn’t crazy — plus what that means for BTC, SOL, and funding conditions.🔹 Solana DATs & flows: Galaxy/Jump/Multicoin’s $1.65B vehicle,

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00:51:27

Still Early: Crypto Venture After Hype With Framework...

Messari"s Unqualified Opinions ·

2025/09/03

VC Brandon Potts (Framework Ventures) joins Fully Diluted to cut through the noise on crypto venture right now. We cover why “let the token rip” is a dead-end playbook, where real demand and distribution come from, and why the next wave looks like application-specific infrastructure, stablecoins at scale, and energy/DePIN feeding AI—not generic infra or meme “vibe-coded” apps.What we cover🔹 Why most CT hot takes are wrong & why we’re still early🔹 The new bar for founders: demand, distribution,

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00:54:33

Helium Revenue Burn, Fed Pivot, and Prediction...

Messari"s Unqualified Opinions ·

2025/08/27

In this week's episode, the Messari Enterprise team covers a loaded agenda:🔹 Helium Mobile’s move to burn 100% of revenue in HNT🔹 Fed pivot sparks a rally in ETH and TradFi equities🔹 Capital rotation across majors, altcoins, and onchain flows🔹 Hyperliquid smashes volume records and cements its spot as a top onchain venue🔹 Prediction markets (Flipper, Polymarket, KHI) gaining new traction🔹 Bio Protocol’s flywheel and the future of DeSci funding00:53 Introductions1:53 Market Outlook3:34

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00:26:55

Chainlink’s Future: Tokenization & Institutional...

Messari"s Unqualified Opinions ·

2025/08/20

In this episode of Unqualified Opinions, Messari’s Whynonah sits down with Johann Eid , Chief Business Officer at Chainlink, to explore the evolution of Chainlink from solving the oracle problem to becoming a cornerstone of institutional blockchain adoption.Johann shares personal insights on the importance of focus in building within crypto, lessons from Aave’s journey to product-market fit, and why tokenization and interoperability are the key drivers of the next wave of adoption.Key topics

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00:55:13

Ethereum’s Surge, Institutional Buying & DeFi Impact...

Messari"s Unqualified Opinions ·

2025/08/13

Ethereum is up over 45% this month, outpacing every major asset — but what’s fueling this explosive move? In this episode, Matthew Nay and the Messari Enterprise team break down the drivers behind ETH’s outperformance, the institutional treasury race between Bitmine and ESB, and how these moves could reshape DeFi markets.We also dive into macro market conditions, CPI expectations, the surprising reception to GPT-5, ETH DeFi fundamentals, the Solana vs ETH narrative battle, and the breakout

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01:12:00

$3.7T Stablecoins? Treasury’s Bet & Pump.Fun’s Fall |...

Messari"s Unqualified Opinions ·

2025/07/30

💡 Ask Messari Copilot: How will stablecoins reshape global finance if Treasury demand and TradFi adoption continue accelerating?👉 See Copilot's Response: https://messari.io/copilot/share/stablecoin-future-79313968-8b6e-4ae5-b1cf-2fa779c6f098In Episode 10 of Shoot the Pod, the Messari Enterprise team breaks down a jam-packed week across crypto markets, TradFi trends, and frontier tech. We dive into Scott Bessant's bold prediction of a $3.7 trillion stablecoin market, the U.S. Treasury's

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00:40:01

Stablecoins Are Changing Global Payments – Artemis'...

Messari"s Unqualified Opinions ·

2025/07/24

Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners? 📥 Download the FREE State of Stablecoins 2025 report live now: https://messari.io/report/state-of-stablecoins💡 Ask Messari Copilot: What do you think is the biggest untold story behind stablecoin adoption — enterprise growth, geopolitical implications, or DeFi-native FX innovation?👉 See Copilot's Response:

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01:08:52

The Future of Global Payments with Sphere Labs'...

Messari"s Unqualified Opinions ·

2025/07/23

Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners? 📥 Download the FREE State of Stablecoins 2025 report live now: https://messari.io/report/state-of-stablecoins💡 Ask Messari Copilot: How should emerging markets balance the benefits of dollar-denominated stablecoin access with the risks to their sovereign monetary policy?👉 See Copilot's Response:

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00:56:48

Pump Token Launch, Bonk Takeover & Phantom’s Big UX...

Messari"s Unqualified Opinions ·

2025/07/16

💡 Ask Messari Copilot: How is Phantom’s integration with Hyperliquid reshaping the future of on-chain perps and trading UX?👉 See Copilot's Response: https://messari.io/copilot/share/phantom-and-hyperliquid-integration-fe7767d4-8f7c-4efc-96d7-76682a2b2c75This episode of STSP covers the major catalysts driving crypto forward in July 2025. The team dives into the massive PUMP ICO, Hyperliquid’s breakout moment with Phantom, and what this means for the future of builder codes, trading infra, and

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00:30:31

Humanity Protocol: Solving Identity in a Deepfake...

Messari"s Unqualified Opinions ·

2025/07/10

In this Fully Diluted episode from ETHCC, we sit down with Terrence Kwok, founder of Humanity Protocol, to explore how palm biometrics, zero-knowledge proofs, and decentralized identity validators are coming together to build a new foundation for trust in the digital age. We cover:- The challenge of verifying human identity in an AI-heavy world- Why palm biometrics are more accurate (and less creepy) than other options- How Humanity Protocol enables privacy-preserving credentials for everything from

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01:01:43

Crypto Onchain? Tokenized Stocks, Stablecoins, &...

Messari"s Unqualified Opinions ·

2025/07/02

💡 Ask Messari Copilot: How are tokenized stocks on Arbitrum expected to impact on-chain liquidity and adoption among retail investors?👉 See Copilot's Response: https://messari.io/copilot/share/tokenized-stock-liquidity-on-arbitrum-f15fd4cb-239d-4d36-bff6-808488df441bThis episode of STSP dives deep into the evolving intersection of traditional finance and crypto. The team discusses the rising excitement around stablecoins, Robinhood's move into tokenized U.S. equities on Arbitrum,

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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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