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    Podcasting

    Messari’s Unqualified Opinions

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

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    Copyright: © 2024 Messari

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    Latest Episodes:
    Ronin's Rebirth with Chris Davis | The Story Oct 09, 2024
    Show notes

    Ask Messari Copilot "What are the most popular games on the Ronin chain in 2024?"


    In 2021, Ronin’s flagship game, Axie Infinity, propelled Web3 gaming into the global spotlight. But when the broader crypto market crashed in 2022, Axie’s highly inflationary token design was exposed, and users abandoned Axie Infinity, and to a large extent, Ronin itself.


    But recently, Ronin has made something of a comeback.


    3 New games - Pixels, Apeiron and Wild Forest have each shown strong growth in the past several months - reminiscent of the early days of Axie Infinity.


    So the question is - what has Ronin learned from the Axie experience? And what outside factors may contribute to the success - or plateau - of Ronin’s rebirth?


    Hosted by Maartje Bus (https://x.com/maartjebus)

    Written and Produced by Steve Bichimer

    Based on "$RON It Back⁠", by Chris Davis (https://x.com/capradavis)


    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

    ____


    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast.

    Visit https://hirechain.io/Messari for prioritized onboarding.

    ____

    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.


    Anil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack Purdy Oct 02, 2024
    Show notes

    Ask Messari Copilot: "What services does Dephi Digital provide?" https://messari.co/4gOkure


    Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need.


    Today's guest is Anil Lulla from Delphi Digital.


    Learn more about Messari Protocol Services at https://messari.io/protocol-services 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.


    Tether is More Profitable than Goldman Sachs with Andrew Dyer | The Story Sep 25, 2024
    Show notes

    Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024


    In Q2 of 2024, Tether reported a Net Income larger than Visa, MasterCard and Goldman Sachs - and with only 125 employees. Stablecoins are one of the primary crypto use cases that have ascended the realm of mere speculation.


    And as you’d expect, there are a number of challengers - and they’ve had a good year too.


    So Andrew Dyer dove deep into the year stables have had - and can now give an update on the major categories of stablecoins, the protocols rising within them, their design choices, and the tradeoffs they face in attempting to breach Tether’s moat.


    Declutter Your Browser. Use Messari Lite as your customized crypto news feed.

    Hosted by Maartje Bus (https://x.com/maartjebus)
    Written and Produced by Steve Bichimer
    Based on "Experiments in Stablecoins", by Andrew Dyer (https://x.com/0xSynthesis1)

    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
    ____
    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.
    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.
    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.
    ____
    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.


    Adrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack Purdy Sep 23, 2024
    Show notes

    Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024


    Introducing The Protocol Services Podcast with Jack Purdy!


    Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need.


    Today's guest is Adrian CV from Steakhouse Financial. ADCV tells stories about

    • Steakhouse's approach to financial advisory,
    • the practical applications that show why it makes more sense to run financial infrastructure on chain, and
    • his view on the future of financial advisory.


    https://messari.io/protocol-services


    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.


    Base and Aerodrome with Sunny Shi | The Story Sep 18, 2024
    Show notes

    Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024

    Like much of crypto, it’s been hard to paint a clear picture of Base this year. The Coinbase-developed layer 2 launched with high expectations, and by many metrics has certainly met them.


    But if you listen to Crypto Twitter, you may hear a much different story. You’ll often hear things like “the apps are dead!”, and “all of its volume is driven by memecoins”.


    Sunny Shi thinks Base is doing just fine - and can tell you how its leading exchange, Aerodrome, is driving some huge progress.

    Declutter Your Browser. Use Messari Lite as your customized crypto news feed.

    • (00:00) - Hire with Hirechain
    • (00:40) - Intro
    • (01:58) - Mainnet is Coming!
    • (02:38) - Base and Aerodrome

    Hosted by Maartje Bus (https://x.com/maartjebus)
    Written and Produced by Steve Bichimer
    Based on "A Valuation of Aerodrome", by Sunny Shi (https://x.com/defi_monk)

    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

    ____

    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.
    ____

    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.


    The Impact of Token Unlocks on Markets with Andrew Dyer | The Story Sep 11, 2024
    Show notes

    One of the fundamentally unique pieces about crypto business models is the concept of token unlocks - or, the idea that rewards for contributions to the project, while fixed in total number, become available in large unlocks of sections over time.


    But there’s still a fair amount of inconsistency in how these unlock schedules are designed - and therefore what behavior surrounds unlock events.


    So, with several large token unlocks coming up in the rest of 2024, Andrew Dyer dove deep into the historical performance of token prices around unlocks - both large and small - and can now tell you, at least historically, the impact of markets around token unlock events.


    Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024

    Declutter Your Browser. Use Messari Lite as your customized crypto news feed.

    • (00:00) - Hire with Hirechain
    • (00:40) - Intro
    • (02:07) - Mainnet is Coming!
    • (02:47) - Token Unlocks and the Markets

    Hosted by Maartje Bus (https://x.com/maartjebus)
    Written and Produced by Steve Bichimer
    Based on "Don't Look Down: Navigating Markets Around Token Unlocks", by Andrew Dyer (https://x.com/0xSynthesis1)

    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

    ____

    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.
    ____

    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.


    DePIN for Home Internet with Dylan Bane | The Story Sep 04, 2024
    Show notes

    Home internet ISP's like Comcast, Verizon and AT&T typically charge about 100x more for home internet access than what they buy it for wholesale. But due to a number of incumbent advantages, no competitor has been able to undercut them significantly on price in a material way. But as Dylan Bane explains, a new protocol called DAWN is using DePIN principles to try.

    Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024

    Declutter Your Browser. Use Messari Lite as your customized crypto news feed.

    • (00:00) - Hire with Hirechain
    • (00:40) - Intro
    • (02:04) - Mainnet is Coming
    • (02:43) - DePIN for Home Internet

    Hosted by Maartje Bus (https://x.com/maartjebus)
    Written and Produced by Steve Bichimer
    Based on "The DAWN of DePIN", by Dylan Bane (https://x.com/dylangbane)

    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

    ____

    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.
    ____

    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.


    What Happens To RWAs When The Fed Rate Falls? with Kinji Steimetz | The Story Aug 28, 2024
    Show notes

    Last week in Jackson Hole, US Fed Chair Jerome Powell gave the clearest indication yet that the Fed would decrease rates at its upcoming meeting in September. Crypto has seen a lot of development since the last decreasing rate environment, and many hope that a new rate direction will usher in crypto's next bull market.

    But as Kinji Steimetz explains, it may not be that simple for RWA's - fundamentally RWA's are likely to look less attractive in a lower Fed rate environment, but there are still 3 key paths to growth.

    Get a 20% discount to Messari Mainnet by using the promo code "messaripod" at checkout: https://events.messari.io/mainnet2024

    • (00:00) - Hire with Hirechain
    • (00:40) - Intro
    • (01:57) - Mainnet is Coming!
    • (02:37) - RWA's and Fed Rates

    Hosted by Maartje Bus (https://x.com/maartjebus)
    Produced by Steve Bichimer
    Based on "Onchain Spreads' Impact on Tokenization", by Kinji Steimetz (https://x.com/SteimetzKinji)

    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

    ____

    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.
    ____

    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.


    Why Nate Silver Joined Polymarket (Probably) with Sunny Shi | The Story Aug 21, 2024
    Show notes

    Polymarket has been growing at a breakneck pace ever since coverage of the US election heated up - but that’s not a surprise.

    Traffic, search engineer interest, volumes, will almost certainly drop after the election is over. But by how much?


    Sunny Shi dove deep into Polymarket and can now tell you how strong their non-politics volumes are performing, where volumes might settle after the election, and what the risks are that might wipe away all of this summer’s success.


    Declutter Your Browser. Use Messari Lite as your customized crypto news feed.

    • (00:00) - Hire with Hirechain
    • (00:40) - Intro
    • (01:56) - Mainnet is Coming!
    • (02:36) - Polymarket's Explosive Growth

    Hosted by Maartje Bus (https://x.com/maartjebus)
    Written and Produced by Steve Bichimer
    Based on "YES or NO on Polymarket", by Sunny Shi (https://x.com/defi_monk)

    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

    ____

    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.
    ____

    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.


    DePIN Update + DePIN Summit Reactions with Dylan Bane | The Story Aug 14, 2024
    Show notes

    DePIN has been one of the fastest growing narratives in crypto over the last 12 months. Fundraising volumes so far this year are nearly 4x what they were for all of 2023, and total market cap is up 5x compared to last year. But details on key data points like revenue and DePIN ecosystem growth can be hard to consolidate, so it can be hard to know what is real progress vs. what is hype. So Dylan Bane dove deep and now can give an update on revenue, Layer 1 traction, and what's next for DePIN.

    Declutter Your Browser. Use Messari Lite as your customized crypto news feed.

    • (00:00) - Hire with Hirechain
    • (00:40) - Intro
    • (01:45) - Mainnet is Coming!
    • (02:25) - A DePIN Update

    Hosted by Maartje Bus (https://x.com/maartjebus)
    Written and Produced by Steve Bichimer
    Based on "It's Time for a DePIN Update", by Dylan Bane (https://x.com/dylangbane)

    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

    ____

    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.
    ____

    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.


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