Messari's Unqualified Opinions

Messari
Messari's Unqualified Opinions

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

  1. -2 J

    Consumer Crypto & Gaming Year in Review | Kel, Mason Nystrom, Chris Davis | Messari Theses 2025

    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: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

    54 min
  2. -3 J

    DeFi & Stablecoins Year In Review | Kinji Steimetz, Sunny Shi & Andrew Dyer | Messari Theses 2025

    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: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

    56 min
  3. -4 J

    DePIN Year in Review | Sami Kassab, Dylan Bane & Maartje Bus | Messari Annual Theses 2025

    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 Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

    57 min
  4. -5 J

    Solana Year in Review | Ryan Watkins, Wilson Withiam, Kinji Steimetz | Messari Annual Theses 2025

    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 & 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: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

    39 min
  5. -6 J

    Messari Annual Theses 2025 Are Here! | Intro Episode - State of Crypto | Maartje Bus, Dylan Bane, Sunny Shi & Andrew Dyer

    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: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

    58 min
  6. -6 J

    Messari Annual Theses 2025 | AI x Crypto | Seth Bloomberg, Dustin Teander & Sunny Shi

    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: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

    1 h 6 min
  7. Todd Ruoff (CEO, Autonomys) on AI 3.0 | Fully Diluted with Messari Research

    11 DÉC.

    Todd Ruoff (CEO, Autonomys) on AI 3.0 | Fully Diluted with Messari Research

    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. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Intros & Origins 02:00 Journey from Subspace to Autonomys 06:42 New Consensus Mechanism 11:43 Purpose of Domains in Autonomys Network 16:34 Long-Term Vision 20:31 Macro + Regulatory Environment 24:49 For Builders Hosted by Jeremy Koch of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

    27 min
  8. David Vorick (Founder, Glow) on Incentivized Solar Energy | Fully Diluted with Messari Research

    10 DÉC.

    David Vorick (Founder, Glow) on Incentivized Solar Energy | Fully Diluted with Messari Research

    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 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 & Origins 05:24 Demand Side 08:15 Where are Glow Farms Deploying? 12:55 How Value Flows Through The System 16:38 The Challenge of How TradFi Underwrites DePIN Assets 24:46 David's Take on the Rest of DePIN 32:07 The Challenge of Teaching Glow Hosted by Dylan Bane & Kinji Steimetz of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

    35 min

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