Messari's Unqualified Opinions

Messari
Messari's Unqualified Opinions

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

  1. HÁ 3 DIAS

    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.

    1h2min

  2. 18 DE 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.

    56min

  3. 11 DE 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.

    1h4min

  4. 4 DE 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.

    52min

  5. 28 DE MAI.

    Building the Binance of Onchain: Inside Infinex’s Bold UX Bet | Fully Diluted with Messari Research

    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-5b85d971-6184-4512-9110-1598a3900bb8 Kain 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 experience—without sacrificing custody. If you're curious about the future of crypto applications and the battle to onboard the next wave of users, this one’s for you. 00:42 Introductions 1:05 Infinex Vision 4:13 UX in Crypto 5:45 User Growth 8:12 How Infinex Works 19:05 Scaling Infinex 23:15 Competition 31:42 Updates & Perception 38:46 Kaito Plans 42:15 Conclusion Hosted by Kinji Steimetz and 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.

    43min

  6. 21 DE MAI.

    Tokenizing Everything: Are Internet Capital Markets Crypto’s Next Frontier? | Fully Diluted with Messari Research

    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 security, and execution narratives shape prices? → Are current valuations justifiable—or wildly overblown?Plus, we touch on: - The Coinbase S&P 500 inclusion - BTC breaking 6 figures - Hyperliquid’s growth dilemma - Dylan’s DePIN Valuations report (featuring DRNs vs. PRNs) - What we’re doing onchain—from Tama.fun to HyperEVM farming 💡 Ask Messari Copilot: How might tokenization tools like Launchcoin evolve to enable real equity, revenue sharing, or governance rights—and what regulatory or technical hurdles stand in the way? ✨ See Copilot's Response: https://messari.io/copilot/share/tokenization-s-future-equity-revenue-and-governance-d63e860a-1b2e-49da-8f64-f6ea5ecd3fe6 00:39 Introductions 1:13 Market Update 7:12 Coinbase in S&P 11:55 Analyst Forecast 13:27 How to Value L1s 36:09 IPO Multiples 38:24 Internet Capital Markets 46:19 Hyperliquid & Bear Case 59:52 On-Chain Stuff 1:11:44 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.

    1h12min

  7. 7 DE MAI.

    Are We Really Back? AI Subnets, BTC Surge & Stablecoin Wars | Fully Diluted with Messari Research

    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 scaling push: Is this the turnaround moment for ETH? 🔹 Stablecoin meta: Mastercard x Circle, Ripple’s rumored bid for Circle, and more. 🔹 Hyperliquid flywheel: HIP3, staking incentives, and why it might be the next top-10 protocol. 🔹 Onchain activity check-in: Launchpad wars, NFT grinds, and Treeverse MMOs. This one’s jam-packed. Whether you’re macro-curious, AI-obsessed, or just tracking new alt metas—there’s alpha for everyone. 💡 Ask Messari Copilot: What would it take for Ethereum L1 to recapture DeFi mindshare from L2s and alt L1s—performance, incentives, or something entirely different? ✨ See Copilot's Response: https://messari.io/copilot/share/ethereum-l1-defi-comeback-bebd6c1a-a97f-49d2-98c4-136ca02b558c 00:44 Introductions 1:10 Market Sentiment 15:48 Ethereum Foundation 25:11 AI Adoption 36:57 DePIN Projects 39:45 Energy & Crypto 41:31 Crypto Payments 56:15 EVM Innovations 1:05:10 On-Chain Projects 1:12:08 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.

    1h13min

  8. 1 DE MAI.

    Building Real-World Utility: DePIN, AI, and Crypto’s Future | Fully Diluted with Messari Research

    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 Introductions 4:02 HiveMapper Intro 12:13 Market Demand 18:55 Token Model 29:20 Regulation & Adoptio 36:05 Crypto Culture 38:56 App Layer & Roadmap 46:04 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.

    47min
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Sobre

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

Informações

  • Criado por
    Messari
  • Anos de atividade
    2019 - 2025
  • Episódios
    184
  • Classificação
    Explícito
  • Copyright
    © Messari
  • Site do podcast
    Messari's Unqualified Opinions

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