Messari's Unqualified Opinions

Messari
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  1. HACE 23 H

    Stablecoins Are Changing Global Payments – Artemis' Anthony Yim| Fully Diluted with Messari Research

    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: https://messari.io/copilot/share/stablecoin-adoption-untold-stories-548e40d4-bf68-43c6-b361-0c7a0a7d572f Are stablecoins the future of global payments? In this episode of Unqualified Opinions, Messari’s Andrew Young speaks with Anthony Yim of Artemis to discuss the findings of their new State of Stablecoins report. From B2B cross-border transactions to stablecoin-linked card payments and the dominance of Tron and Tether, this episode dives into the data behind the exponential growth of stablecoin infrastructure. Anthony shares insights on enterprise adoption, regional frictions, the realities of replacing legacy payment rails, and why major networks like Visa and Mastercard may not be going anywhere. We also explore: - How stablecoins are already rivaling legacy rails like PayPal and Visa - Why emerging markets are at the forefront of stablecoin usage - The geopolitical risks of dollar dominance in a tokenized economy - What new opportunities could arise from open, programmable money rails 00:30 Introductions 1:17 Survey & B2B Payment Trends 7:17 Speed & Card Usage 17:17 Stablecoin Behavior & Liquidity 22:09 Regulation & Government Response 31:54 Adoption Challenges 35:51 Stablecoins as Strategy 39:21 Conclusion Hosted by Andrew Dyer of Messari Full list of contributing partners includes: Coinbase Developer Foundation, Tether, Tron, Addressable, Circle, Global Dollar Network, Stellar, Sky, Hyperbeat, Perena, fx Protocol, Bitso, Huma, Ondo Finance, Plasma, Firefly, Dragonfly, Anchorage Digital, and Sphere. 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.

    40 min

  2. HACE 1 DÍA

    The Future of Global Payments with Sphere Labs' Arnold Lee | Fully Diluted with Messari Research

    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: https://messari.io/copilot/share/stablecoins-in-emerging-markets-a-balancing-act-63575aa2-c161-4091-b2b4-166c5cd640a3 In this special Unqualified Opinions episode, Messari’s Andrew dives deep into the cross-border stablecoin economy with Arnold Lee, co-founder of Sphere Labs. They unpack: - What it means to operate without clear money transmitter laws in emerging markets - How “stablecoin sandwiches” are revolutionizing cross-border payments - Why FX inefficiencies still dominate traditional finance rails - The core thesis behind Sphere Pay and the Sphereet private Solana cluster - Why small, agile companies may have an edge over global fintech giants like Wise and Revolut - The looming tension between dollar stablecoin adoption and sovereign monetary policy Whether you're a builder in fintech, a stablecoin researcher, or just crypto-curious, this episode offers a comprehensive look at the real-world implications, frictions, and transformative potential of programmable money. 00:45 Introductions 1:11 What Sphere Is 3:22 User Benefits 15:39 How Liquidity Works 25:33 Role in Routing 34:52 Use Cases 44:39 Competitor Talk 47:27 Future and Risk 1:05:40 What's Next? 1:08:08 Conclusion Hosted by Andrew Dyer of Messari Full list of contributing partners includes: Coinbase Developer Foundation, Tether, Tron, Addressable, Circle, Global Dollar Network, Stellar, Sky, Hyperbeat, Perena, fx Protocol, Bitso, Huma, Ondo Finance, Plasma, Firefly, Dragonfly, Anchorage Digital, and Sphere. Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow 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 y 9 min

  3. 16 JUL

    Pump Token Launch, Bonk Takeover & Phantom’s Big UX Play | Fully Diluted with Messari Research

    💡 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-96d7-76682a2b2c75 This 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 Solana’s role in the evolving on-chain stack.Get insights into token launches, altcoin season indicators, macro momentum, and how Hyperliquid’s tech stack is rivaling CEXs in real time. Plus, a bullish Helium update and the team's on-chain plays. 00:38 Introductions 1:31 Macro & Bitcoin10:10 Crypto Week Impact 11:50 PUMP & Meme Wars 32:19 Urgency & Price Moves 34:19 Hyperliquid vs. Others 46:42 Chain Launch Talk 47:27 Helium Update 52:34 On-Chain Activity 56:11 Conclusion Hosted by Matthew Nay 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.

    57 min

  4. 10 JUL

    Humanity Protocol: Solving Identity in a Deepfake World | Fully Diluted with Messari Research

    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 proof of education to credit scores - The role of ZK-TLS and their recent acquisition of Moongate to scale real-world adoptio - What makes Humanity different from Worldcoin—and why they built their own chain Terrence also shares how they’ve grown to nearly 10M Human IDs globally, and why most future users may never realize they’re interacting with a blockchain at all. 00:07 Introductions 4:00 Tech Breakdown 13:15 Credential Composability 17:12 Why Build Your Own Chain? 18:18 Global Go-To-Market 20:31 Distribution Strategy 23:09 User Incentives 24:57 Roadmap 28:26 AI Deepfakes 30:04 Conclusion Hosted by Dylan Bane 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.

    31 min

  5. 2 JUL

    Crypto Onchain? Tokenized Stocks, Stablecoins, & Neo-Banking | Fully Diluted with Messari Research

    💡 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-bff6-808488df441b This 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, Hyperliquid’s edge over centralized exchanges, and the broader implications of ETFs and on-chain trading infrastructure. Tune in for insights on how new financial rails are forming—from Solana staking ETFs to the emergence of crypto-powered super apps. 00:29 Introductions 1:00 Market Overview 9:49 IPO & Markets 11:35 Stocks via Stablecoins 12:48 Robinhood & Coinbase Impact 29:16 L2 & Altcoins 40:41 Staking ETFs & Solana Growth 50:28 Circle IPO & Stablecoin Yields 51:50 Launchpads & Onchain News 1:01:24 Conclusion Hosted by Matthew Nay 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.

    1 h y 2 min

  6. 18 JUN

    Is Bitcoin Gold 2.0? + CLOB Wars, Stablecoin Frenzy, and More | Fully Diluted with Messari Research

    💡 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-f836318a6502 Bitcoin 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 stablecoin wars between TradFi giants and crypto natives. We also dive into valuation models, memecoin exposure for institutions, and whether your favorite L1s deserve trillion-dollar dreams. Featuring spicy takes, galaxy brain theories, and just the right amount of terminally online behavior. 00:37 Introductions 1:01 CLOB Basics 11:40 Stablecoin Talk 17:40 Market Outlook 30:49 L1 Valuation 45:16 Pump.fun Valuation 50:32 Onchain Activity 55:41 Conclusion Hosted by Dylan Bane 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.

    56 min

  7. 11 JUN

    Inside 1inch's 30-Day Solana Expansion: Their DeFi Masterplan | Fully Diluted with Messari Research

    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 growth opportunity 👉 How 1inch delivered a production-ready Solana MVP in 30 days 👉 Intent-based swaps vs. AMMs vs. CowSwap vs. Uniswap X 👉 Cross-chain liquidity aggregation & MEV protection 👉 The long-term roadmap for DeFi, Bitcoin integration, and TradFi adoption Whether you're a builder, trader, or protocol researcher — this is a masterclass on DeFi scaling and infrastructure. 00:41 Introductions 6:38 Expand to Solana 10:32 Fusion Protocol 20:10 Communication 27:10 Volume 39:08 Accomplishment 44:19 Liquidity Layer 46:55 Interface Fees? 56:58 The Future 1:03:27 Conclusion Hosted by Troy Harris 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.

    1 h y 4 min

  8. 4 JUN

    The First Real Internet Capital Market? | Fully Diluted with Messari Research

    💡 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-a411-6272aea037ed In 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 experiments - Hyperliquid’s transparency debate and the future of onchain perps - Real-world assets and tokenized equities coming to Solana - Dripster’s unique model merging AI, real-world manufacturing, and internet capital markets - Helium Mobile’s explosive growth and the Deepin sector heating up Stay tuned for in-depth takes, healthy debates, and some hot alpha along the way. Don’t forget to like and subscribe! 00:38 Introductions 1:13 Market Update 6:10 Hyperliquid Hype 17:27 RWAs & Equities 25:24 Bitcoin Vegas & Scaling 34:48 Dripster & New Markets 45:40 NFT Derivatives 48:52 Helium Growth 51:03 Conclusion Hosted by Matthew Nay 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.

    52 min
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