Messari's Unqualified Opinions

Messari
  • 4,5 (32)
  • TECNOLOGIA
  • SEMANAL

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

  1. HÁ 2 DIAS

    ETH’s Q3 Surge: DATs Grab 3.8% of Supply, ETH ETFs Outpace BTC | Fully Diluted with Messari Research

    Q3 was ETH’s quarter. Messari Research digs into why ETH ETFs saw more inflows than BTC, how ETH-focused DATs amassed ~3.8% of ETH supply in one quarter, and what MNAV convergence means for future buy pressure. We also cover stablecoin growth (and USDe’s breakout), the slow-but-real maturation of tokenized equities/commodities, the rise of “corporate chains” (Stripe/Tempo, Circle/Arc, JPMorgan/Kinexys, Google Cloud), and the debate around next-gen EVMs (Monad, MegaETH). We wrap with Internet Capital Markets (ICM) / launchpad wars and what we’re doing on-chain. 00:47 — Introductions 02:09 — ETF Market Updates 05:33 — Mining Competition 07:55 — Solana & Ethereum 9:24 — Bitcoin & Stablecoins 16:07 — On-chain Assets 26:26 — New Chains & Launchpads 48:52 — On-chain Activity 52:14 — 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.

    52min

  2. HÁ 3 DIAS

    Helius on Privacy’s Next Wave: Zcash, Solana, & Future of Onchain Markets | Fully Diluted with Messari Research

    In this episode of Fully Diluted, Messari’s Dylan Bane and the Messari Research team sit down with Mert Mumtaz, Co-founder and CEO of Helius, to unpack the evolving privacy landscape in crypto. They dive deep into Zcash’s resurgence, Solana’s growing DeFi ecosystem, and the regulatory and technical hurdles shaping the next generation of privacy-preserving systems. Mert discusses why privacy is fundamental to crypto’s future, how advancements in ZK proofs, FHE, and MPC are transforming usability, and why regulation may finally be catching up to innovation. The group also explores Solana’s momentum in trading infrastructure, perps, and DeFi market structure—and what it means for a truly decentralized financial internet. 00:41 – Introductions 03:54 – Why Privacy Matters 05:15 – Privacy Apps 11:58 – Zcash & Privacy Tech 17:58 – Zcash Updates 29:03 – Solana & Privacy 41:01 – Future & Learning 42:55 – Conclusion Hosted by Dylan Bane of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypt 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.

    43min

  3. 16 DE OUT.

    Robots With Wallets: OpenMind’s Vision for Physical AI & On-Chain Coordination | Fully Diluted with Messari Research

    On this episode of Fully Diluted, Messari’s Dylan Bane and Chris Davis sit down with Yan, founder/CEO of OpenMind (and Stanford engineering professor on sabbatical), to unpack the near-future of physical AI—LLMs embodied in robots that can navigate homes, talk, learn, and even pay for services. 00:00 – Introductions 01:58 – Robotics & AIState of robotics, near-term use cases (security checks, eldercare prompts, math tutoring), why start with quadrupeds vs. humanoids, form-factor tradeoffs and safety/insurance. 19:05 – Data & SecurityReal-world deployment frictions (liability, public perception, unions) and deep dive on privacy: on-device face processing, edge AI, and confidential computing for cloud inference. 26:32 – Crypto in RobotsWhy robots use crypto rails (identity, payments, tasking, proof-of-location), “robots with wallets,” agent payments, and machine-to-machine economies. 35:08 – Manufacturing & PolicyWho can build millions of robots (auto OEMs, Asian supply chains), how the U.S. catches up, and the role of government vs. private sector. 42:48 – Social ImpactJobs, aging populations, productivity tradeoffs, and how rapid AI progress stresses education and labor markets. 51:46 – Business ModelOpen-source core + enterprise SaaS endpoints (healthcare, spatial RAG), rev-share with manufacturers, and data/micropayment services. 56:38 – Future PlansHome pilots of autonomous quadrupeds, target markets/timeline for broader rollouts, building charging/payment networks. 58:44 – 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.

    59min

  4. 9 DE OUT.

    Stablecoin Neobanks, Perp Wars & Double Zero | Fully Diluted with Messari Research

    In this Episode, Messari's Enterprise team digs into three hot threads: why stablecoins are the best onramp for mainstream users, whether on-chain neobanks can beat custodial fintech, and the latest in the Perp Wars (Hyperliquid vs. Aster/Lighter). We close with Double Zero’s launch, token design debates, and what it means for high-speed crypto networks. 0:00 – Introductions 1:24 – Plasma & XPL Launch 3:45 – Self-Custody & Web3 UX 20:27 – Aster & BNB Ecosystem 28:02 – Perp Market Share Outlook 30:48 – Double Zero & Tokenomics 41:15 – On-Chain Activity (What We’re Doing) 44:20 – 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.

    45min

  5. 8 DE OUT.

    Injective: The Finance L1 — MEV-Resistant, Pre-IPO Perps, EVM | Fully Diluted with Messari Research

    Injective CEO Eric Chen joins Messari’s Dylan Bane on Fully Diluted to unpack a finance-first Layer-1 built for performance and markets. Injective is a Cosmos SDK chain with instant finality (~25k TPS) and MEV-resistant orderbook/financial modules that power apps like Helix. We cover permissionless market creation (including pre-IPO perpetuals for OpenAI, SpaceX, Stripe via Theta pricing), the multi-VM roadmap with a new EVM environment and exchange precompiles, wallet abstraction and LayerZero bridging, and how RWAs show up on Injective (Pineapple Financial’s on-chain mortgages and a proposed staked INJ ETF). The theme: breadth of offerings, distribution to non-crypto users, and an “everything finance” app strategy. 0:48 Introductions1:22 About Injective 3:40 Trading & Perp DEX 9:38 Prediction Markets 13:23 On-Chain Adoption 16:59 Institutional Interest 22:22 Developers & EVM 29:47 Crypto Future 34:09 Games & Resources 34:38 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.

    35min

  6. 17 DE SET.

    Botanix: The Bitcoin L2 Paying Native BTC Yield | Fully Diluted with Messari Research

    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 resistance (federation today, dynafed next, more than 1,000 nodes over time).We also dive into catalysts for BitcoinFi adoption (monetary incentives + trusted apps), BTC-backed stablecoins like Palladium (PUSD), perps and tokenized assets, and the 6–12 month roadmap as STBTC becomes base collateral across the Botanix ecosystem. 0:00 – Introductions Meet the hosts and Botanics’ founders, William and Alicia, and hear how the project began. 3:30 – Bitcoin L2 Today State of Bitcoin Layer 2s, scaling challenges, and why Botanics is building for the long term. 6:15 – Bridging & Spider Chain How to bridge Bitcoin to Botanics, plus a deep dive into the Spiderchain security model. 10:45 – Yield & Incentives Understanding STBTC, gas-fee-backed Bitcoin yield, and why it’s a catalyst for adoption. 20:25 – Adoption Drivers Key ingredients for Bitcoin DeFi growth: incentives, builders, and decentralization. 23:50 – StablecoinsExploring Palladium (PUSD) and the opportunity for Bitcoin-backed stablecoins in emerging markets. 30:15 – DEXs & AssetsPerpetual DEXs, tokenized assets, and why Bitcoin collateral changes the game. 36:55 – Roadmap AheadWhat’s next for Botanics: STBTC rollout, new apps, and expanding the federation. 40:55 – Learning MoreWhere to find docs, tutorials, and how to start earning yield with Bitcoin. 42:30 – ConclusionFinal thoughts on Bitcoin yield, self-custody, and building a sustainable Bitcoin DeFi future. Hosted by Dylan Bane of MessariFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow 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.

    43min

  7. 12 DE SET.

    Exotic RWAs & the New Crypto Frontier | Fully Diluted with Messari Research

    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, what’s actually bullish (cash vs. locked), and realistic expectations for SOL vs. ETH. 🔹 Pump.fun buybacks: short-term alignment vs. long-term cash needs to compete with Web2 social — when buybacks help and when they starve growth. 🔹 Stripe’s Tempo L1: distribution monster or Libra 2.0? Permissionless claims, payment fast lanes, and the impact on ETH/Solana liquidity and “corpo chain” UX. 🔹 Hyperliquid’s native stablecoin (USDH): Paxos, Agora, FRA, and Native Markets bids; revenue-share math; what it signals for Circle/USDC and for L1/L2 treasury design. 🔹 MegaETH & new networks: timelines, yield vs. distribution in stablecoin wars, and why “attention + loyalty” may be the next moat. 00:00 Exotic RWAs primer 2:00 Macro & Fed odds (25 vs 50 bps) 6:00 Solana DATs, flows & SOL/ETH 12:40 Pump.fun buybacks debate 23:00 Stripe Tempo L1 & “corpo chains” 40:20 Hyperliquid USDH proposals 56:00 Exotic RWA momentum & UX 1:07:20 What we’re doing on-chain 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.

    1h10min

  8. 3 DE SET.

    Still Early: Crypto Venture After Hype With Framework | Fully Diluted with Messari Research

    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, revenue (not pre-launch tokens) 🔹 Application-specific infra (e.g., Hyperliquid, Plasma) vs. generic chains 🔹 Stablecoins after policy clarity (“Genius”): cost of capital, distribution, yield 🔹 Energy x DePIN: on-chain finance for power, credits, and data centers 🔹 Crypto ↔ AI reality: how miners morphed into the AI backbone; investable angles 🔹 GPU marketplaces: where the thesis works—and where it breaks 🔹 The coming B2B crypto/SaaS moment and why execution beats narratives00:32 Introductions 02:17 Crypto Venture Market 15:09 Stablecoins & Tokenization 30:25 AI & Energy Investments 39:29 GPU Compute & Infra Protocols 43:06 Mapping & Decentralized Data 47:41 Potts’ contrarian take: we’re still early 50:50 Conclusion Hosted by Dylan Bane and 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.

    51min
Ver tudo (200)

4,5
de 5
32 avaliações

Sobre

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

Informações

Mais de BlockWorks Group

Você também pode gostar de