Messari's Unqualified Opinions

How EdgeX Survived the $18B Liquidation Cascade & Came Out #1 | Messari Fully Diluted

16 Mar 2026

Contributed by Lukas

In this episode of the Messari Fully Diluted, Research Analyst Eric Minookian sits down with KF, co-founder of EdgeX, to break down the State of EdgeX...

Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference

06 Mar 2026

Contributed by Lukas

In episode 21 of Messari's Shoot the Sh*t Pod, host Alex is joined by analysts Hayden, Dillon, and Qorban to break down the most important moves h...

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

17 Feb 2026

Contributed by Lukas

Conor Moore, co-founder and COO of USD.AI, joins Messari's Fully Diluted podcast to discuss the emerging on-chain credit market for GPU-backed loa...

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

13 Feb 2026

Contributed by Lukas

The Messari team analyzes prediction markets after the Super Bowl drove record volumes across Kalshi and Polymarket. With $6.2 billion in weekly volum...

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

09 Feb 2026

Contributed by Lukas

Dylan Bane sits down with Anirudh from Robot Ventures to discuss a provocative thesis: stablecoin issuers could become the marginal buyers of US debt,...

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

05 Feb 2026

Contributed by Lukas

The Shoot the Sh*t Podcast #19 dives deep into DePIN's real state in 2026. While token prices are down dramatically, revenue is surging and networ...

The Secret to Tron’s Rapid Adoption in Emerging Markets

05 Feb 2026

Contributed by Lukas

Sam Elfarra, Community Spokesperson at TronDAO, reveals how Tron’s first-mover advantage on USDT has created a liquidity revolution in emerging mark...

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

02 Feb 2026

Contributed by Lukas

Dabba is building the future of connectivity in India through decentralized physical infrastructure on the Solana blockchain. This episode of Fully Di...

State of DePIN 2025 | Fully Diluted

28 Jan 2026

Contributed by Lukas

In this episode of Fully Diluted, Messari’s Dylan Bane sits down with Sal Gala, co-founder and managing partner at Escape Velocity Ventures, and Con...

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

22 Jan 2026

Contributed by Lukas

Drones, not satellites, might power the next generation of maps and spatial AI. In this episode of Fully Diluted, Messari’s Dylan Bane sits down wit...

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

15 Jan 2026

Contributed by Lukas

Join us for another episode of Fully Diluted with Messari Analysts Matthew Nay, Sam Ruskin, Qorban Ferrell, and Jake Koch-Gallup.This week, we explore...

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

31 Dec 2025

Contributed by Lukas

Prediction markets may be the first real breakout product for consumer crypto—and they’re only getting started.In this episode of Messari’s 2026...

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

22 Dec 2025

Contributed by Lukas

Perps are leveling up from a crypto-native niche into a global trading primitive—and equity perps may be the breakout narrative of 2026. In this yea...

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

22 Dec 2025

Contributed by Lukas

In this episode, Sami and Seth break down why crypto + AI isn’t just a moral counterweight to Big Tech—it’s a faster innovation engine. They exp...

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

19 Dec 2025

Contributed by Lukas

In this episode, Sami and Seth break down why crypto + AI isn’t just a moral counterweight to Big Tech—it’s a faster innovation engine. They exp...

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

18 Dec 2025

Contributed by Lukas

Messari’s Theses 2026 multi-chain roundtable breaks down who’s really winning the L1 / L2 wars and what that means for the next cycle.The Enterpri...

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

17 Dec 2025

Contributed by Lukas

In this episode of the Messari Thesis Podcast, the Enterprise research team recaps the wild year that was 2025 and lays out their highest-conviction b...

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

08 Dec 2025

Contributed by Lukas

How much of “crypto AI” is still just narrative—and how much is finally real?In this episode, Messari’s Enterprise team unpacks findings from ...

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

05 Dec 2025

Contributed by Lukas

What if the smartest AI didn’t live in a hyperscale data center—but across millions of everyday devices?In this episode, Chris Davis sits down wit...

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

04 Dec 2025

Contributed by Lukas

What if the smartest AI didn’t live in a hyperscale data center—but across millions of everyday devices?In this episode, Chris Davis sits down wit...

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

03 Dec 2025

Contributed by Lukas

In this episode, Messari's Chris Davis sits down with Shayon Sengupta, Partner at Multicoin Capital, to unpack how crypto-native markets are reshaping...

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

20 Nov 2025

Contributed by Lukas

The public internet wasn’t built for high-performance blockchains.In this episode of Fully Diluted, Messari’s Dylan Bane and Matthew Nay sit down ...

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

10 Nov 2025

Contributed by Lukas

Monad is gearing up for one of crypto’s most anticipated launches — a high-speed, censorship-resistant L1 built to merge scalability with true dec...

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

30 Oct 2025

Contributed by Lukas

Messari CTO Diran Lee sits down with Karam Lakshman, CEO & co-founder of Dabba, to unpack how a DePIN marketplace, local cable operators, and cryp...

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

24 Oct 2025

Contributed by Lukas

Q3 was ETH’s quarter. Messari Research digs into why ETH ETFs saw more inflows than BTC, how ETH-focused DATs amassed ~3.8% of ETH supply in one qua...

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

23 Oct 2025

Contributed by Lukas

In this episode of Fully Diluted, Messari’s Dylan Bane and the Messari Research team sit down with Mert Mumtaz, Co-founder and CEO of Helius, to unp...

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

16 Oct 2025

Contributed by Lukas

On this episode of Fully Diluted, Messari’s Dylan Bane and Chris Davis sit down with Yan, founder/CEO of OpenMind (and Stanford engineering professo...

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

09 Oct 2025

Contributed by Lukas

In this Episode, Messari's Enterprise team digs into three hot threads: why stablecoins are the best onramp for mainstream users, whether on-chain neo...

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

08 Oct 2025

Contributed by Lukas

Injective CEO Eric Chen joins Messari’s Dylan Bane on Fully Diluted to unpack a finance-first Layer-1 built for performance and markets. Injective i...

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

17 Sep 2025

Contributed by Lukas

Botanix co-founders Willem Schroé and Alisia Painter join Messari's Dylan Bane on Fully Diluted to unpack a Bitcoin Layer-2 built for real financ...

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

12 Sep 2025

Contributed by Lukas

This week, the Messari Enterprise team digs into the next big unlocks and headwinds across crypto:🔹 Exotic RWAs (Pokémon cards, watches, wine): wh...

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

03 Sep 2025

Contributed by Lukas

VC Brandon Potts (Framework Ventures) joins Fully Diluted to cut through the noise on crypto venture right now. We cover why “let the token rip” i...

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

27 Aug 2025

Contributed by Lukas

In this week's episode, the Messari Enterprise team covers a loaded agenda:🔹 Helium Mobile’s move to burn 100% of revenue in HNT🔹 Fed pivo...

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

20 Aug 2025

Contributed by Lukas

In this episode of Unqualified Opinions, Messari’s Whynonah sits down with Johann Eid , Chief Business Officer at Chainlink, to explore the evolutio...

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

13 Aug 2025

Contributed by Lukas

Ethereum is up over 45% this month, outpacing every major asset — but what’s fueling this explosive move? In this episode, Matthew Nay and the Mes...

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

30 Jul 2025

Contributed by Lukas

💡 Ask Messari Copilot: How will stablecoins reshape global finance if Treasury demand and TradFi adoption continue accelerating?👉 See Copilot&#3...

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

24 Jul 2025

Contributed by Lukas

Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners? 📥 Download the FREE State ...

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

23 Jul 2025

Contributed by Lukas

Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners? 📥 Download the FREE State ...

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

16 Jul 2025

Contributed by Lukas

💡 Ask Messari Copilot: How is Phantom’s integration with Hyperliquid reshaping the future of on-chain perps and trading UX?👉 See Copilot's...

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

10 Jul 2025

Contributed by Lukas

In this Fully Diluted episode from ETHCC, we sit down with Terrence Kwok, founder of Humanity Protocol, to explore how palm biometrics, zero-knowledge...

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

02 Jul 2025

Contributed by Lukas

💡 Ask Messari Copilot: How are tokenized stocks on Arbitrum expected to impact on-chain liquidity and adoption among retail investors?👉 See Copi...

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

18 Jun 2025

Contributed by Lukas

💡 Ask Messari Copilot: What are the tradeoffs between valuing a Layer 1 blockchain using revenue vs. monetary premium?✨ See Copilot's Response: h...

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

11 Jun 2025

Contributed by Lukas

In this exclusive interview, 1inch Co-Founder Sergej Kunz breaks down how the team expanded to Solana in just 30 days — and why intent-based archite...

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

04 Jun 2025

Contributed by Lukas

💡 Ask Messari Copilot: Could tokenized equities will actually drive onchain adoption — or are onchain traders still too focused on memes and perp...

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

28 May 2025

Contributed by Lukas

Ask Messari Copilot: Can a full-stack, centralized-style experience coexist with crypto’s ethos of decentralization?See Copilot's Response: https://...

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

21 May 2025

Contributed by Lukas

What does it really take to launch a token in 2025? The Enterprise team dives into the rise of Launchcoin and the emergence of Internet Capital Market...

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

07 May 2025

Contributed by Lukas

We're back with Episode 4 of Shoot the Sh*t Fully Diluted Podcast, where the Messari Enterprise team dives deep into what’s fueling crypto’s r...

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

01 May 2025

Contributed by Lukas

What’s really holding crypto back? It’s not infrastructure—it’s product.In this episode of Fully Diluted, Hivemapper CEO Ariel Seidman joins M...

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

30 Apr 2025

Contributed by Lukas

In this episode of Fully Diluted, Pranav Kanade and Wyatt Lonergan from VanEck Digital Assets are joined by Kinji Steimetz and Dylan Bane from Messari...

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

23 Apr 2025

Contributed by Lukas

We're back with Episode 3 of Shoot the Sh*t Pod — and this one’s stacked.Join Matthew Nay and the Enterprise team (Sunny Shi, Kinji Steimetz, ...

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

16 Apr 2025

Contributed by Lukas

Ask Messari Copilot: How can decentralized protocols change the economics of R&D in science and AI?See Copilot's Response: https://messari.io/...

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

10 Apr 2025

Contributed by Lukas

Ask Messari Copilot: What are the most promising models for scaling DePIN infrastructure?See Copilot's Response: https://messari.io/copilot/share/scal...

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

24 Mar 2025

Contributed by Lukas

Ask Messari Copilot "Which protocols have shown the strongest fundamentals this cycle despite underperforming in price?" https://messari.io/...

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

13 Mar 2025

Contributed by Lukas

Join Anyone and Messari's Dylan Bane as they explore the future of decentralized online privacy.Anyone is building the largest internet-routing De...

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

12 Mar 2025

Contributed by Lukas

Join DeCharge Founder and CEO, Mohan Kuldeep Ponnada, Co-founder Dr. Prakash Kamaraj and Messari's Dylan Bane as they explore the future of energy...

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

27 Feb 2025

Contributed by Lukas

Join FrodoBots Lab's Co-Founder Michael Cho and Messari's Dylan Bane and Kinji Steimetz as they explore how crypto-powered robotics and decentralized ...

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

13 Feb 2025

Contributed by Lukas

Join Markus Levin (Co-Founder of XYO) and Messari's Dylan Bane as they explore the evolution of proof of location and decentralized data verification....

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

12 Feb 2025

Contributed by Lukas

Join Messari's CEO, Eric Turner, alongside Richard Liu (Co-Founder & Co-CEO of Huma Finance) and Lily Liu (President of Solana Foundation) as they...

Disrupting Cloud Computing: Meet io.net

29 Jan 2025

Contributed by Lukas

Ask Messari Copilot "How could io.net's model impact cloud computing costs for businesses?" https://messari.co/4jBFZgo Tory Green, io.net's Co-Found...

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

28 Jan 2025

Contributed by Lukas

Ask Messari Copilot "How will the adoption of USDD V2 and other innovations on Tron shape the network’s role in 2025?" https://messari.io/...

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

23 Jan 2025

Contributed by Lukas

Ask Messari Copilot "What are the most promising opportunities in PayFi's future?" https://messari.io/copilot/share/exploring-payfi-s-future-opportuni...

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

15 Jan 2025

Contributed by Lukas

Ask Messari Copilot "How will new stablecoin issuers shape global liquidity and adoption?" https://messari.co/4jbR8nP Anna Yuan, Perena's Founder an...

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

10 Jan 2025

Contributed by Lukas

Ask Messari Copilot "How could AI-powered camera networks reshape industries beyond autonomous driving?" https://messari.io/copilot/share/transformin...

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

09 Jan 2025

Contributed by Lukas

Ask Messari Copilot "What were the top trends in the State of DePIN 2024?" https://messari.io/copilot/share/depin-trends-2024-6bb67c3b-1d3d-4b39-8fc2-...

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

08 Jan 2025

Contributed by Lukas

Ask Messari Copilot: "How is DIMO scaling its vehicle network and attracting developers in 2025?" https://messari.io/copilot/share/scaling-dimo-s-vehi...

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

07 Jan 2025

Contributed by Lukas

Ask Messari Copilot: "How does XNet's D-WIN approach differ from Helium's?" https://messari.io/copilot/share/comparing-d-win-and-helium-0d52047b-1db...

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

06 Jan 2025

Contributed by Lukas

Ask Messari Copilot "WTF is Peaq and Why Is It Worth $2B?" https://messari.io/copilot/share/understanding-peaq-s-valuation-f4abf889-1882-4d1d-a7d0-718...

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

27 Dec 2024

Contributed by Lukas

Ask Messari Copilot: "What is Wintermute?" https://messari.io/copilot/share/understanding-wintermute-90b0f9d2-a259-4682-92e0-4dda8802946b Bringing yo...