All Episodes
Messari's Unqualified Opinions — 222 episodes
edgeX's Explosive Q4: RWA Perps, Upcoming TGE & Circle Integration
Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference
How USD.AI Disrupts Private Credit with On-Chain GPU Financing
Will Prediction Market Volumes Continue to Grow? Bull vs Bear Case | Messari Fully Diluted
The Electric Dollar: How Stablecoins Will Finance AI's Future
DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted
The Secret to Tron’s Rapid Adoption in Emerging Markets
How Dabba Scaled from 1K to 75K WiFi Hotspots in 18 Months | Messari Fully Diluted
State of DePIN 2025 | Fully Diluted
Drones x DePIN: Spexi and LayerDrone Are Building a Global Spatial Data Network | Fully Diluted
Exploring Railgun: The Future of Crypto Privacy | with Messari Research
Consumer Crypto 2026: Prediction Markets, Wallet Wars & the Next Speculative Cycle | Fully Diluted
Theses 2026 on DeFi: Perps & Equity Perps, Prediction Markets, Stablecoin Yield w/ Messari Alumni
Theses 2026: Crypto x AI – Why BitTensor Could Be the “Bitcoin of Open AI Competition” | Fully Diluted with Messari Research
Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange | Messari's Fully Diluted
State of Crypto 2026: Winners, Losers, and Big Bets for the Next Cycle | Messari's Fully Diluted
State of Crypto AI, Monad & L1s: Where We Really Are in the Cycle | Messari's Fully Diluted
Swarm Intelligence & Crypto AI: Inside Fortytwo’s Decentralized Inference Network | Fully Diluted
Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Messari's Fully Diluted
Rewiring Crypto: How DoubleZero Builds a High-Speed Network for Solana & Beyond | Fully Diluted w/ Messari Research
Monad Mainnet Is Here: The Fastest EVM Chain Goes Live | Fully Diluted with Messari Research
Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via DePIN | Messari Podcast
ETH’s Q3 Surge: DATs Grab 3.8% of Supply, ETH ETFs Outpace BTC | Fully Diluted with Messari Research
Helius on Privacy’s Next Wave: Zcash, Solana, & Future of Onchain Markets | Fully Diluted with Messari Research
Robots With Wallets: OpenMind’s Vision for Physical AI & On-Chain Coordination | Fully Diluted with Messari Research
Stablecoin Neobanks, Perp Wars & Double Zero | Fully Diluted with Messari Research
Injective: The Finance L1 — MEV-Resistant, Pre-IPO Perps, EVM | Fully Diluted with Messari Research
Botanix: The Bitcoin L2 Paying Native BTC Yield | Fully Diluted with Messari Research
Exotic RWAs & the New Crypto Frontier | Fully Diluted with Messari Research
Still Early: Crypto Venture After Hype With Framework | Fully Diluted with Messari Research
Helium Revenue Burn, Fed Pivot, and Prediction Markets | Fully Diluted with Messari Research
Chainlink’s Future: Tokenization & Institutional Adoption | Unqualified Opinions by Messari Research
Ethereum’s Surge, Institutional Buying & DeFi Impact | Fully Diluted with Messari Research
$3.7T Stablecoins? Treasury’s Bet & Pump.Fun’s Fall | Fully Diluted with Messari Research
Stablecoins Are Changing Global Payments – Artemis' Anthony Yim| Fully Diluted with Messari Research
The Future of Global Payments with Sphere Labs' Arnold Lee | Fully Diluted with Messari Research
Pump Token Launch, Bonk Takeover & Phantom’s Big UX Play | Fully Diluted with Messari Research
Humanity Protocol: Solving Identity in a Deepfake World | Fully Diluted with Messari Research
Crypto Onchain? Tokenized Stocks, Stablecoins, & Neo-Banking | Fully Diluted with Messari Research
Is Bitcoin Gold 2.0? + CLOB Wars, Stablecoin Frenzy, and More | Fully Diluted with Messari Research
Inside 1inch's 30-Day Solana Expansion: Their DeFi Masterplan | Fully Diluted with Messari Research
The First Real Internet Capital Market? | Fully Diluted with Messari Research
Building the Binance of Onchain: Inside Infinex’s Bold UX Bet | Fully Diluted with Messari Research
Tokenizing Everything: Are Internet Capital Markets Crypto’s Next Frontier? | Fully Diluted with Messari Research
Are We Really Back? AI Subnets, BTC Surge & Stablecoin Wars | Fully Diluted with Messari Research
Building Real-World Utility: DePIN, AI, and Crypto’s Future | Fully Diluted with Messari Research
Crypto Built the Casino — Can It Build Infrastructure Too? | Fully Diluted with Messari Research
MegaETH Breaks Through, Mantra Breaks Down | STS Ep. 3 | Fully Diluted with Messari Research
How The Innovation Game Is Crowdsourcing Better Algorithms | Fully Diluted with Messari Research
Cooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified Opinions
The Meta Got Too Smart: Now What? | Fully Diluted with Messari Research | Unqualified Opinions
Reinventing Online Privacy | Fully Diluted with Messari Research | Unqualified Opinions
Revolutionizing EV Charging | Fully Diluted with Messari Research | Unqualified Opinions
Building Decentralized Physical AI | Fully Diluted with Messari Research | Unqualified Opinions
The Evolution of Proof of Location and Decentralized Data With XYO | Fully Diluted with Messari Research | Unqualified Opinions
PayFi Deep Dive With Huma and Solana | Fully Diluted with Messari Research | Unqualified Opinions
Disrupting Cloud Computing: Meet io.net
TRON's 2025 Vision with Justin Sun: Stablecoins, AI, and Growth
Inside the PayFi Ecosystem Driving $2.8 Billion in Transactions with Huma Finance
The Future of Stablecoins with Anna Yuan (Perena) | Fully Diluted with Messari Research
Mapping & Autonomous Vehicles with Alireza Ghods & Ulrik Lages (Natix) | Fully Diluted with Messari Research
The State of DePIN 2024 with Sal Gala (EV3) & Connor Lovely (Building in Public) | Fully Diluted with Messari Research
Unlocking the Future of Connected Mobility With Rob Solomon, co-founder of DIMO | Fully Diluted with Messari Research
Revolutionizing Decentralized Wireless Networks with Rich DeVaul, co-founder and CEO of XNet | Fully Diluted with Messari Research
"WTF is Peaq and Why Is It Worth $2B?" with Leo Dorlochter & Max Thake (Co-Founders of Peaq) | Fully Diluted with Messari Research
Callen Van Den Elst (Wintermute) | The Protocol Services Podcast with Jack Purdy
Annual Crypto Theses 2025 Audiobook | All Chapters
Consumer Crypto & Gaming Year in Review | Kel, Mason Nystrom, Chris Davis | Messari Theses 2025
DeFi & Stablecoins Year In Review | Kinji Steimetz, Sunny Shi & Andrew Dyer | Messari Theses 2025
DePIN Year in Review | Sami Kassab, Dylan Bane & Maartje Bus | Messari Annual Theses 2025
Solana Year in Review | Ryan Watkins, Wilson Withiam, Kinji Steimetz | Messari Annual Theses 2025
Messari Annual Theses 2025 Are Here! | Intro Episode - State of Crypto | Maartje Bus, Dylan Bane, Sunny Shi & Andrew Dyer
Messari Annual Theses 2025 | AI x Crypto | Seth Bloomberg, Dustin Teander & Sunny Shi
Todd Ruoff (CEO, Autonomys) on AI 3.0 | Fully Diluted with Messari Research
David Vorick (Founder, Glow) on Incentivized Solar Energy | Fully Diluted with Messari Research
Alex Cutler (Co-Founder, Aerodrome) | Fully Diluted with Messari Research
Joseph Axisa (Axis Advisory) on 2025's Legal Crypto Challenges | The Protocol Services Podcast with Jack Purdy
How DePIN Energy Can Save The Planet with Dylan Bane | The Story
A Web3 Game that Feels Like a Web2 Game with Chris Davis | The Story
"You Can Automate A Huge Chunk of Telecom If It's Onchain" - Neil Chatterjee (Andrena) | Fully Diluted with Messari Research
Ani Pai (Dragonfly) and Mahesh Ramakrishnan (EV3) on Investing in DePIN | Fully Diluted with Messari Research
Omer Goldberg (Chaos Labs) on Risk Management | The Protocol Services Podcast with Jack Purdy
Jim Hiltner (Superstate) on RWA's | Fully Diluted with Messari Research
GEODNET Deep Dive with Dylan Bane | The Story
Matt Dobel (Gauntlet) | The Protocol Services Podcast with Jack Purdy
All Things Fundraising (AI, DePIN, APAC) with Andrew Dyer | The Story
Abhay Kumar (CEO, Helium Foundation) and Mario Di Dio (GM of Network, Nova Labs) on Carrier Offload
Luca Netz (Pudgy Penguins) and Julian Holguin (Doodles) on Consumer Crypto | Fully Diluted Podcast
The State of DeFi Q3 2024 with Kinji Steimetz | The Story
Ronin's Rebirth with Chris Davis | The Story
Anil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack Purdy
Tether is More Profitable than Goldman Sachs with Andrew Dyer | The Story
Adrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack Purdy
Base and Aerodrome with Sunny Shi | The Story
The Impact of Token Unlocks on Markets with Andrew Dyer | The Story
DePIN for Home Internet with Dylan Bane | The Story
What Happens To RWAs When The Fed Rate Falls? with Kinji Steimetz | The Story
Why Nate Silver Joined Polymarket (Probably) with Sunny Shi | The Story
DePIN Update + DePIN Summit Reactions with Dylan Bane | The Story
How Crypto x AI Can Win with Seth Bloomberg | The Story
Crypto 2024's Mixed Bag with Seth Bloomberg | The Story
Solana's Next Growth Driver with Kinji Steimetz
Coinbase's Latest Earnings Spoiler with Kunal Goel | The Story
How DePIN Can Help Fight Climate Change with Dylan Bane | The Story
A Guide to Stablecoin Yield in Summer 2024 with Kinji Steimetz | The Story
The Importance of Cryptoeconomic Security: A Debate with Kunal Goel & Peter Horton | The Story
AO and Arweave's Unique Approach to Modularity with Seth Bloomberg | The Story
What Polymarket's Growth Reveals about the Future of Prediction Markets with Kunal Goel | The Story
Ryan Selkis and Marvin Ammori of Uniswap Labs Debate Politics and Crypto
What OpenAI's Spring Updates Reveal About the Future of Crypto x AI with Seth Bloomberg | The Story
The Hidden Insights in Crypto's Latest Fundraising Data with Patryk Krasnicki | The Story
The Story | A Better Business Model for Social Media with Toe Bautista
The Story | The Boring Assets Making RWA's Exciting
The Story | Ethereum's Inflection Point with Seth Bloomberg
The Story | A Lending Renaissance with Kinji Steimetz
India's Burgeoning Crypto Scene with WazirX CEO Nischal Shetty
Ledger CEO Pascal Gauthier on the Business of Being Your Own Bank
Charles Hoskinson on Cardano & Network Effects
Skale Labs CEO Jack O'Holleran on Launch & Decentralization
Insuring DeFi with Nexus Mutual Founder Hugh Karp
Tokensoft CEO Mason Borda on Security Token Hurdles & Pathways to Growth
Halving 2020: The Bitcoin Reformation with Tuur Demeester
Halving 2020: Bitcoin Then & Now with Charlie Shrem
Layer 1 CEO Alex Liegl on the Institutionalization of Mining in America
Halving 2020: Bobby Lee on Bitcoin in China & $100K BTC
Fireblocks CEO Michael Shaulov on Institutional Adoption and Stablecoin Disruption
Bison Trails CEO Joe Lallouz on Crypto Infrastructure & Working With Libra
Halving 2020: The History of Bitcoin OTC Markets with Dan Matuszewski
Ontology Co-founder Li Jun on Asia’s crypto ecosystem and the smart contracting landscape
Bitfinex CTO Paolo Ardoino on Tether’s Dominance and Spotting Fake Volume
ErisX CEO Thomas Chippas on Creating Regulated Crypto Markets
Midcap Doubleheader with Zcoin’s Reuben Yap and Zilliqa’s Colin JG Miles
Celo Founder Rene Reinsberg on Stablecoins, Emerging Markets & Financial Inclusion
Chad Cascarilla on the Early Days of Crypto, Regulation and Paxos’ Long Term Ambitions
Paxful CEO Ray Youssef on Bitcoin Usage in Africa and its Emerging Market Future
Anchorage’s Nathan McCauley on Custody, Libra, Bitcoin, XRP & crypto M&A
Ben Hunt on the future of money, crypto, and political power
The Bitcoin Custodian with BitGo CEO Mike Belshe
A Blockchain Future with Overstock CEO Jonathan Johnson
Exchange the US with Binance US CEO Catherine Coley
Digitizing the Dollar with Christopher Giancarlo
Power Laws with Meltem Demirors
Global Public Health with Alex Gladstein
Covering Crypto with Bloomberg’s Joe Weisenthal
Coinbase Law with Coinbase CLO Brian Brooks
Building Cardano with IOHK CEO Charles Hoskinson
Bitcoin Past, Present & Future with Casa CTO Jameson Lopp
Crypto-plumbing with Arwen CEO Sharon Goldberg
The Dudas Abides with The Block CEO Mike Dudas
Virtual Private Networks with Orchid CEO Seven Waterhouse
The Bitcoin Institution with River Financial’s Alex Leishman
Special Edition: COVID-19 with Balaji Srinivasan
Dash’s Strategic Vision with Dash Core Group CEO Ryan Taylor
Enterprise Blockchains & CBDCs with R3 CTO Richard Brown
Crypto’s East-West Divide with Tron Founder Justin Sun
The Lending Machine with Celsius CEO Alex Mashinsky
XRP - The Remittance Standard? with Bitso CEO Daniel Vogel
Building out the DEX Frontier with Radar CEO Alan Curtis
Stablecoins: The Big Picture with Circle CEO Jeremy Allaire
Cosmos & Beyond with Zaki Manian
Building a Crypto Civilization with Balaji Srinivasan
Being a Blockchain CEO in 2020 with Algorand CEO Steve Kokinos
Bitcoin’s Civil War & Toxic Maximalism with Samson Mow
The unintended consequences of platform economies with Matt Spoke
Public Blockchains for Enterprises with Oded Wertheim - CTO of Orbs
Building a store-of-value with Decred’s Jake Yocom-Piatt
Simon Taylor, Co-Founder of 11:FS
Max Pertosovskiy, Head of Growth at Waves
Chris McCann, Founding Partner at Proof of Capital
Dovey Wan, Founding Partner of Primitive Ventures
Mo Dong, CEO of Celer
Dawn Song, CEO of Oasis Labs
Ryan Sean Adams, Creator of Bankless
Matt Luongo, the Founder & CEO of Keep & Fold
Itamar Lesuisse, Co-Founder & CEO of Argent
Bob Summerwill, Executive Director of ETC Cooperative
Sam Bankman-Fried, CEO of FTX
Monica Quaintance, Head of Research and Networks at Kadena
Nathaniel Wittemore, Indepedent Content Curator
Gregory Di Prisco, Head of Business Development at MakerDAO
Aaron Wright, Law Professor at Cardozo & Co-Founder of OpenLaw
Chris Burniske, Partner at Placeholder
Kain Warwick, Founder of Synthetix
Jack O'Holleran, CEO & Founder of Skale Labs
Kris Marszalek, CEO & Co-Founder of Crypto.com
Edan Yago, Founder of CementDAO
Dave Weisberger, Co-Founder & CEO of CoinRoutes
Amir Haleem, Founder & CEO of Helium
Ryan Zurrer, Director of the Web 3.0 Foundation
Zac Prince, Founder and CEO of BlockFi
Mark Burstiner, CEO and Founder of Baeond
Jason Goldberg, Founder and CEO of OST
Dave Balter, CEO and Founder of Flipside
Uri Klarman, CEO of BloXroute
Muneeb Ali, Co-founder of Blockstack
Alex Adelman, Co-founder and CEO of Lolli
Alexander Skidanov and Illia Polosukhin of Near Protocol
She256 Co-Founder Alexis Gauba
Ethereum Core Developer Lane Rettig
Unlock Protocol CEO Julien Genestoux
Coinlist CEO Andy Bromberg
Doug Petkanics, Founder at Livepeer
Anthony Pompliano, Founder at Morgan Creek Digital
Taylor Monahan, Founder & CEO of MyCrypto
Henri Pihkala, CEO & Founder of Streamr
Lily Liu, Co-Founder & CEO of Earn.com
Bill Barhydt, CEO & Founder of Abra
Felix Feng, Founder and CEO of Set Protocol
AMA with Ryan Selkis
Nadav Hollander, Founder of Dharma Labs
Mark Bhargava of Tagomi
Mainframe Founder and CEO, Mick Hagen
SpankChain CEO and Moloch Ventures Founder, Ameen Soleimani
Chainalysis Co-Founder, Jony Levin
COO of Cumberland, Bobby Cho
CEO of TokenSoft, Mason Borda
Founder and CEO at Smartcontract.com, Sergey Nazarov
Yaniv Tal of Graph Protocol
Sam Cassatt of ConsenSys
Coinfund Founder, Jake Brukhman
Wyre Co-Founder, Michael Dunworth
Shapeshift CEO Erik Voorhees