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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:
    DePIN Year in Review | Sami Kassab, Dylan Bane & Maartje Bus | Messari Annual Theses 2025 Dec 18, 2024
    Show notes

    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.


    Solana Year in Review | Ryan Watkins, Wilson Withiam, Kinji Steimetz | Messari Annual Theses 2025 Dec 17, 2024
    Show notes

    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.


    Messari Annual Theses 2025 Are Here! | Intro Episode - State of Crypto | Maartje Bus, Dylan Bane, Sunny Shi & Andrew Dyer Dec 16, 2024
    Show notes

    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.


    Messari Annual Theses 2025 | AI x Crypto | Seth Bloomberg, Dustin Teander & Sunny Shi Dec 16, 2024
    Show notes

    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.


    Todd Ruoff (CEO, Autonomys) on AI 3.0 | Fully Diluted with Messari Research Dec 11, 2024
    Show notes

    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.


    David Vorick (Founder, Glow) on Incentivized Solar Energy | Fully Diluted with Messari Research Dec 10, 2024
    Show notes

    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.


    Alex Cutler (Co-Founder, Aerodrome) | Fully Diluted with Messari Research Dec 05, 2024
    Show notes

    Ask Messari Copilot "Please explain Aerodrome's recent growth." https://messari.io/copilot/share/aerodrome-s-growth-analysis-b1f4da98-e4d1-412f-9b5a-fbcf61bf1e2b


    Alex Cutler, Co-Founder of Aerodrome joins the Messari Research team to talk about DEX's, Metadex's, Aerodrome and Velodrome.


    Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2. Aerodrome NFTs vote to distribute token emissions and receive incentives and fees generated by the protocol.


    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

    03:27 The Role of Each Stakeholder in Metadex's

    08:58 Voting in the Aerodrome & Velodrome Ecosystem

    16:59 Zero-Sum vs. Positive Sum

    24:30 LVR Toxic Flow - Is this actually a big issue?

    27:48 Token Utility


    Hosted by Sunny Shi & 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.


    Joseph Axisa (Axis Advisory) on 2025's Legal Crypto Challenges | The Protocol Services Podcast with Jack Purdy Dec 03, 2024
    Show notes

    Ask Messari Copilot: "What are the most common legal challenges facing crypto in 2025?"


    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 Joseph Axisa from Axis Advisory.


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


    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.


    How DePIN Energy Can Save The Planet with Dylan Bane | The Story Nov 27, 2024
    Show notes

    Ask Messari Copilot "How do energy projects use DePIN tokenomics?⁠"


    Currently, the world is not on track to limit global temperature increases by 1.5C, which risks irreversible climate change.


    Two major infrastructure challenges are delaying progress - a grid not designed for distributed energy sources, and lack of incentives.


    DePIN can help solve both of those problems, and Dylan Bane is here to explain.


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

    Written and Produced by Steve Bichimer

    Based on "⁠Navigating DePINs Energy Sector, by Dylan Bane


    Follow ⁠Messari on Twitter⁠

    Follow ⁠Unqualified Opinions on Spotify⁠

    Follow ⁠Unqualified Opinions on Apple Podcasts⁠

    ____


    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.


    A Web3 Game that Feels Like a Web2 Game with Chris Davis | The Story Nov 20, 2024
    Show notes

    Ask Messari Copilot "How does Pirate Nation use crypto incentives?"


    Web3 gaming hit new heights in October 2024, recording nearly 8 million daily onchain active addresses. But most games are still only partially onchain, due to scalability challenges.

    Pirate Nation, a fully-onchain game, seems have solved some of these problems, processing over 350M transations across more than 300k active addresses.

    Will this be the first fully-onchain game to break out? Chris Davis has the answer.


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

    Written and Produced by Steve Bichimer

    Based on "X Marks The Spot", by Chris Davis


    Follow Messari on Twitter

    Follow Unqualified Opinions on Spotify

    Follow Unqualified Opinions on Apple Podcasts

    ____


    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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