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All episodes

Messari's Unqualified Opinions, 222 episodes. Page 1 of 3.

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1

Interview with Octra: Private DeFi, Encrypted AI & On-Chain Privacy's Future | Messari Fully Diluted

2

edgeX's Explosive Q4: RWA Perps, Upcoming TGE & Circle Integration

3

Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference

4

How USD.AI Disrupts Private Credit with On-Chain GPU Financing

5

Will Prediction Market Volumes Continue to Grow? Bull vs Bear Case | Messari Fully Diluted

6

The Electric Dollar: How Stablecoins Will Finance AI's Future

7

DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted

8

The Secret to Tron’s Rapid Adoption in Emerging Markets

9

How Dabba Scaled from 1K to 75K WiFi Hotspots in 18 Months | Messari Fully Diluted

10

State of DePIN 2025 | Fully Diluted

11

Drones x DePIN: Spexi and LayerDrone Are Building a Global Spatial Data Network | Fully Diluted

12

Exploring Railgun: The Future of Crypto Privacy | with Messari Research

13

Consumer Crypto 2026: Prediction Markets, Wallet Wars & the Next Speculative Cycle | Fully Diluted

14

Theses 2026 on DeFi: Perps & Equity Perps, Prediction Markets, Stablecoin Yield w/ Messari Alumni

15

Theses 2026: Crypto x AI – Why BitTensor Could Be the “Bitcoin of Open AI Competition” | Fully Diluted with Messari Research

16

Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange | Messari's Fully Diluted

17

State of Crypto 2026: Winners, Losers, and Big Bets for the Next Cycle | Messari's Fully Diluted

18

State of Crypto AI, Monad & L1s: Where We Really Are in the Cycle | Messari's Fully Diluted

19

Swarm Intelligence & Crypto AI: Inside Fortytwo’s Decentralized Inference Network | Fully Diluted

20

Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Messari's Fully Diluted

21

Rewiring Crypto: How DoubleZero Builds a High-Speed Network for Solana & Beyond | Fully Diluted w/ Messari Research

22

Monad Mainnet Is Here: The Fastest EVM Chain Goes Live | Fully Diluted with Messari Research

23

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

24

ETH’s Q3 Surge: DATs Grab 3.8% of Supply, ETH ETFs Outpace BTC | Fully Diluted with Messari Research

25

Helius on Privacy’s Next Wave: Zcash, Solana, & Future of Onchain Markets | Fully Diluted with Messari Research

26

Robots With Wallets: OpenMind’s Vision for Physical AI & On-Chain Coordination | Fully Diluted with Messari Research

27

Stablecoin Neobanks, Perp Wars & Double Zero | Fully Diluted with Messari Research

28

Injective: The Finance L1 — MEV-Resistant, Pre-IPO Perps, EVM | Fully Diluted with Messari Research

29

Botanix: The Bitcoin L2 Paying Native BTC Yield | Fully Diluted with Messari Research

30

Exotic RWAs & the New Crypto Frontier | Fully Diluted with Messari Research

31

Still Early: Crypto Venture After Hype With Framework | Fully Diluted with Messari Research

32

Helium Revenue Burn, Fed Pivot, and Prediction Markets | Fully Diluted with Messari Research

33

Chainlink’s Future: Tokenization & Institutional Adoption | Unqualified Opinions by Messari Research

34

Ethereum’s Surge, Institutional Buying & DeFi Impact | Fully Diluted with Messari Research

35

$3.7T Stablecoins? Treasury’s Bet & Pump.Fun’s Fall | Fully Diluted with Messari Research

36

Stablecoins Are Changing Global Payments – Artemis' Anthony Yim| Fully Diluted with Messari Research

37

The Future of Global Payments with Sphere Labs' Arnold Lee | Fully Diluted with Messari Research

38

Pump Token Launch, Bonk Takeover & Phantom’s Big UX Play | Fully Diluted with Messari Research

39

Humanity Protocol: Solving Identity in a Deepfake World | Fully Diluted with Messari Research

40

Crypto Onchain? Tokenized Stocks, Stablecoins, & Neo-Banking | Fully Diluted with Messari Research

41

Is Bitcoin Gold 2.0? + CLOB Wars, Stablecoin Frenzy, and More | Fully Diluted with Messari Research

42

Inside 1inch's 30-Day Solana Expansion: Their DeFi Masterplan | Fully Diluted with Messari Research

43

The First Real Internet Capital Market? | Fully Diluted with Messari Research

44

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

45

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

46

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

47

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

48

Crypto Built the Casino — Can It Build Infrastructure Too? | Fully Diluted with Messari Research

49

MegaETH Breaks Through, Mantra Breaks Down | STS Ep. 3 | Fully Diluted with Messari Research

50

How The Innovation Game Is Crowdsourcing Better Algorithms | Fully Diluted with Messari Research

51

Cooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified Opinions

52

The Meta Got Too Smart: Now What? | Fully Diluted with Messari Research | Unqualified Opinions

53

Reinventing Online Privacy | Fully Diluted with Messari Research | Unqualified Opinions

54

Revolutionizing EV Charging | Fully Diluted with Messari Research | Unqualified Opinions

55

Building Decentralized Physical AI | Fully Diluted with Messari Research | Unqualified Opinions

56

The Evolution of Proof of Location and Decentralized Data With XYO | Fully Diluted with Messari Research | Unqualified Opinions

57

PayFi Deep Dive With Huma and Solana | Fully Diluted with Messari Research | Unqualified Opinions

58

Disrupting Cloud Computing: Meet io.net

59

TRON's 2025 Vision with Justin Sun: Stablecoins, AI, and Growth

60

Inside the PayFi Ecosystem Driving $2.8 Billion in Transactions with Huma Finance

61

The Future of Stablecoins with Anna Yuan (Perena) | Fully Diluted with Messari Research

62

Mapping & Autonomous Vehicles with Alireza Ghods & Ulrik Lages (Natix) | Fully Diluted with Messari Research

63

The State of DePIN 2024 with Sal Gala (EV3) & Connor Lovely (Building in Public) | Fully Diluted with Messari Research

64

Unlocking the Future of Connected Mobility With Rob Solomon, co-founder of DIMO | Fully Diluted with Messari Research

65

Revolutionizing Decentralized Wireless Networks with Rich DeVaul, co-founder and CEO of XNet | Fully Diluted with Messari Research

66

"WTF is Peaq and Why Is It Worth $2B?" with Leo Dorlochter & Max Thake (Co-Founders of Peaq) | Fully Diluted with Messari Research

67

Callen Van Den Elst (Wintermute) | The Protocol Services Podcast with Jack Purdy

68

Annual Crypto Theses 2025 Audiobook | All Chapters

69

Consumer Crypto & Gaming Year in Review | Kel, Mason Nystrom, Chris Davis | Messari Theses 2025

70

DeFi & Stablecoins Year In Review | Kinji Steimetz, Sunny Shi & Andrew Dyer | Messari Theses 2025

71

DePIN Year in Review | Sami Kassab, Dylan Bane & Maartje Bus | Messari Annual Theses 2025

72

Solana Year in Review | Ryan Watkins, Wilson Withiam, Kinji Steimetz | Messari Annual Theses 2025

73

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

74

Messari Annual Theses 2025 | AI x Crypto | Seth Bloomberg, Dustin Teander & Sunny Shi

75

Todd Ruoff (CEO, Autonomys) on AI 3.0 | Fully Diluted with Messari Research

76

David Vorick (Founder, Glow) on Incentivized Solar Energy | Fully Diluted with Messari Research

77

Alex Cutler (Co-Founder, Aerodrome) | Fully Diluted with Messari Research

78

Joseph Axisa (Axis Advisory) on 2025's Legal Crypto Challenges | The Protocol Services Podcast with Jack Purdy

79

How DePIN Energy Can Save The Planet with Dylan Bane | The Story

80

A Web3 Game that Feels Like a Web2 Game with Chris Davis | The Story

81

"You Can Automate A Huge Chunk of Telecom If It's Onchain" - Neil Chatterjee (Andrena) | Fully Diluted with Messari Research

82

Ani Pai (Dragonfly) and Mahesh Ramakrishnan (EV3) on Investing in DePIN | Fully Diluted with Messari Research

83

Omer Goldberg (Chaos Labs) on Risk Management | The Protocol Services Podcast with Jack Purdy

84

Jim Hiltner (Superstate) on RWA's | Fully Diluted with Messari Research

85

GEODNET Deep Dive with Dylan Bane | The Story

86

Matt Dobel (Gauntlet) | The Protocol Services Podcast with Jack Purdy

87

All Things Fundraising (AI, DePIN, APAC) with Andrew Dyer | The Story

88

Abhay Kumar (CEO, Helium Foundation) and Mario Di Dio (GM of Network, Nova Labs) on Carrier Offload

89

Luca Netz (Pudgy Penguins) and Julian Holguin (Doodles) on Consumer Crypto | Fully Diluted Podcast

90

The State of DeFi Q3 2024 with Kinji Steimetz | The Story

91

Ronin's Rebirth with Chris Davis | The Story

92

Anil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack Purdy

93

Tether is More Profitable than Goldman Sachs with Andrew Dyer | The Story

94

Adrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack Purdy

95

Base and Aerodrome with Sunny Shi | The Story

96

The Impact of Token Unlocks on Markets with Andrew Dyer | The Story

97

DePIN for Home Internet with Dylan Bane | The Story

98

What Happens To RWAs When The Fed Rate Falls? with Kinji Steimetz | The Story

99

Why Nate Silver Joined Polymarket (Probably) with Sunny Shi | The Story

100

DePIN Update + DePIN Summit Reactions with Dylan Bane | The Story