Messari's Unqualified Opinions
Crypto has real use cases - now. Learn about them here.
Episodes (222)
edgeX's Explosive Q4: RWA Perps, Upcoming TGE & Circle Integration
Messari's Unqualified Opinions
Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference
Messari's Unqualified Opinions
How USD.AI Disrupts Private Credit with On-Chain GPU Financing
Messari's Unqualified Opinions
Will Prediction Market Volumes Continue to Grow? Bull vs Bear Case | Messari Ful...
Messari's Unqualified Opinions
The Electric Dollar: How Stablecoins Will Finance AI's Future
Messari's Unqualified Opinions
DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted
Messari's Unqualified Opinions
The Secret to Tron’s Rapid Adoption in Emerging Markets
Messari's Unqualified Opinions
How Dabba Scaled from 1K to 75K WiFi Hotspots in 18 Months | Messari Fully Dilut...
Messari's Unqualified Opinions
State of DePIN 2025 | Fully Diluted
Messari's Unqualified Opinions
Drones x DePIN: Spexi and LayerDrone Are Building a Global Spatial Data Network...
Messari's Unqualified Opinions
Exploring Railgun: The Future of Crypto Privacy | with Messari Research
Messari's Unqualified Opinions
Consumer Crypto 2026: Prediction Markets, Wallet Wars & the Next Speculative Cyc...
Messari's Unqualified Opinions
Theses 2026 on DeFi: Perps & Equity Perps, Prediction Markets, Stablecoin Yield...
Messari's Unqualified Opinions
Theses 2026: Crypto x AI – Why BitTensor Could Be the “Bitcoin of Open AI Compet...
Messari's Unqualified Opinions
Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange | Messari...
Messari's Unqualified Opinions
State of Crypto 2026: Winners, Losers, and Big Bets for the Next Cycle | Messari...
Messari's Unqualified Opinions
State of Crypto AI, Monad & L1s: Where We Really Are in the Cycle | Messari's Fu...
Messari's Unqualified Opinions
Swarm Intelligence & Crypto AI: Inside Fortytwo’s Decentralized Inference Networ...
Messari's Unqualified Opinions
Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Mes...
Messari's Unqualified Opinions
Rewiring Crypto: How DoubleZero Builds a High-Speed Network for Solana & Beyond...
Messari's Unqualified Opinions
Monad Mainnet Is Here: The Fastest EVM Chain Goes Live | Fully Diluted with Mess...
Messari's Unqualified Opinions
Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via Can You La...
Messari's Unqualified Opinions
ETH’s Q3 Surge: DATs Grab 3.8% of Supply, ETH ETFs Outpace BTC | Fully Diluted w...
Messari's Unqualified Opinions
Helius on Privacy’s Next Wave: Zcash, Solana, & Future of Onchain Markets | Full...
Messari's Unqualified Opinions
Robots With Wallets: OpenMind’s Vision for Physical AI & On-Chain Coordination |...
Messari's Unqualified Opinions
Stablecoin Neobanks, Perp Wars & Double Zero | Fully Diluted with Messari Resear...
Messari's Unqualified Opinions
Injective: The Finance L1 — MEV-Resistant, Pre-IPO Perps, EVM | Fully Diluted wi...
Messari's Unqualified Opinions
Botanix: The Bitcoin L2 Paying Native BTC Yield | Fully Diluted with Messari Res...
Messari's Unqualified Opinions
Exotic RWAs & the New Crypto Frontier | Fully Diluted with Messari Research
Messari's Unqualified Opinions
Still Early: Crypto Venture After Hype With Framework | Fully Diluted with Messa...
Messari's Unqualified Opinions
Helium Revenue Burn, Fed Pivot, and Prediction Markets | Fully Diluted with Mess...
Messari's Unqualified Opinions
Chainlink’s Future: Tokenization & Institutional Adoption | Unqualified Opinions...
Messari's Unqualified Opinions
Ethereum’s Surge, Institutional Buying & DeFi Impact | Fully Diluted with Messar...
Messari's Unqualified Opinions
$3.7T Stablecoins? Treasury’s Bet & Pump.Fun’s Fall | Fully Diluted with Messari...
Messari's Unqualified Opinions
Stablecoins Are Changing Global Payments – Artemis' Anthony Yim| Fully Diluted w...
Messari's Unqualified Opinions
The Future of Global Payments with Sphere Labs' Arnold Lee | Fully Diluted with...
Messari's Unqualified Opinions
Pump Token Launch, Bonk Takeover & Phantom’s Big UX Play | Fully Diluted with Me...
Messari's Unqualified Opinions
Humanity Protocol: Solving Identity in a Deepfake World | Fully Diluted with Mes...
Messari's Unqualified Opinions
Crypto Onchain? Tokenized Stocks, Stablecoins, & Neo-Banking | Fully Diluted wit...
Messari's Unqualified Opinions
Is Bitcoin Gold 2.0? + CLOB Wars, Stablecoin Frenzy, and More | Fully Diluted wi...
Messari's Unqualified Opinions
Inside 1inch's 30-Day Solana Expansion: Their DeFi Masterplan | Fully Diluted wi...
Messari's Unqualified Opinions
The First Real Internet Capital Market? | Fully Diluted with Messari Research
Messari's Unqualified Opinions
Building the Binance of Onchain: Inside Infinex’s Bold UX Bet | Fully Diluted wi...
Messari's Unqualified Opinions
Tokenizing Everything: Are Internet Capital Markets Crypto’s Next Frontier? | Fu...
Messari's Unqualified Opinions
Are We Really Back? AI Subnets, BTC Surge & Stablecoin Wars | Fully Diluted with...
Messari's Unqualified Opinions
Building Real-World Utility: DePIN, AI, and Crypto’s Future | Fully Diluted with...
Messari's Unqualified Opinions
Crypto Built the Casino — Can It Build Infrastructure Too? | Fully Diluted with...
Messari's Unqualified Opinions
MegaETH Breaks Through, Mantra Breaks Down | STS Ep. 3 | Fully Diluted with Mess...
Messari's Unqualified Opinions
How The Innovation Game Is Crowdsourcing Better Algorithms | Fully Diluted with...
Messari's Unqualified Opinions
Cooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified Opi...
Messari's Unqualified Opinions