Messari's Unqualified Opinions

On this episode of Fully Diluted, Messari’s Dylan Bane and Chris Davis sit down with Yan, founder/CEO of OpenMind (and Stanford engineering professor on sabbatical), to unpack the near-future of physical AI—LLMs embodied in robots that can navigate homes, talk, learn, and even pay for services. 00:00 – Introductions 01:58 – Robotics & AIState of robotics, near-term use cases (security checks,...

In this Episode, Messari's Enterprise team digs into three hot threads: why stablecoins are the best onramp for mainstream users, whether on-chain neobanks can beat custodial fintech, and the latest in the Perp Wars (Hyperliquid vs. Aster/Lighter). We close with Double Zero’s launch, token design debates, and what it means for high-speed crypto networks. 0:00 – Introductions 1:24 – Plasma & XP...

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 is a Cosmos SDK chain with instant finality (~25k TPS) and MEV-resistant orderbook/financial modules that power apps like Helix. We cover permissionless market creation (including pre-IPO perpetuals for OpenAI, SpaceX, Stripe via Theta pricing), the mul...

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 finance. Botanix is a proof-of-stake Bitcoin L2 where 50% of gas fees flow to stakers via STBTC—a liquid, up-only, native Bitcoin yield backed by on-chain economic activity (not points or new tokens). We cover how users bridge BTC → Botanix → stake → earn,...

This week, the Messari Enterprise team digs into the next big unlocks and headwinds across crypto: 🔹 Exotic RWAs (Pokémon cards, watches, wine): why tokenizing non-financial collectibles finally improves UX (instant settlement, lower trust frictions) and could onboard normies. 🔹 Macro setup: weak jobs, CPI/PPI ahead, gold ripping, and why a surprise 50 bps cut isn’t crazy — plus what that means...

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” is a dead-end playbook, where real demand and distribution come from, and why the next wave looks like application-specific infrastructure, stablecoins at scale, and energy/DePIN feeding AI—not generic infra or meme “vibe-coded” apps. What we cover 🔹 Why...

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 pivot sparks a rally in ETH and TradFi equities 🔹 Capital rotation across majors, altcoins, and onchain flows 🔹 Hyperliquid smashes volume records and cements its spot as a top onchain venue 🔹 Prediction markets (Flipper, Polymarket, KHI) gaining new trac...

In this episode of Unqualified Opinions, Messari’s Whynonah sits down with Johann Eid , Chief Business Officer at Chainlink, to explore the evolution of Chainlink from solving the oracle problem to becoming a cornerstone of institutional blockchain adoption. Johann shares personal insights on the importance of focus in building within crypto, lessons from Aave’s journey to product-market fit, and...

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 Messari Enterprise team break down the drivers behind ETH’s outperformance, the institutional treasury race between Bitmine and ESB, and how these moves could reshape DeFi markets. We also dive into macro market conditions, CPI expectations, the surprising...

💡 Ask Messari Copilot: How will stablecoins reshape global finance if Treasury demand and TradFi adoption continue accelerating? 👉 See Copilot's Response: https://messari.io/copilot/share/stablecoin-future-79313968-8b6e-4ae5-b1cf-2fa779c6f098 In Episode 10 of Shoot the Pod, the Messari Enterprise team breaks down a jam-packed week across crypto markets, TradFi trends, and frontier tech. We d...

Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners? 📥 Download the FREE State of Stablecoins 2025 report live now: https://messari.io/report/state-of-stablecoins 💡 Ask Messari Copilot: What do you think is the biggest untold story behind stablecoin adoption — enterprise growth, geopolitical implications, or DeFi-native FX innov...

Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners? 📥 Download the FREE State of Stablecoins 2025 report live now: https://messari.io/report/state-of-stablecoins 💡 Ask Messari Copilot: How should emerging markets balance the benefits of dollar-denominated stablecoin access with the risks to their sovereign monetary policy? 👉 S...

💡 Ask Messari Copilot: How is Phantom’s integration with Hyperliquid reshaping the future of on-chain perps and trading UX? 👉 See Copilot's Response: https://messari.io/copilot/share/phantom-and-hyperliquid-integration-fe7767d4-8f7c-4efc-96d7-76682a2b2c75 This episode of STSP covers the major catalysts driving crypto forward in July 2025. The team dives into the massive PUMP ICO, Hyperliquid...

In this Fully Diluted episode from ETHCC, we sit down with Terrence Kwok, founder of Humanity Protocol, to explore how palm biometrics, zero-knowledge proofs, and decentralized identity validators are coming together to build a new foundation for trust in the digital age. We cover: - The challenge of verifying human identity in an AI-heavy world - Why palm biometrics are more accurate (and less cr...

💡 Ask Messari Copilot: How are tokenized stocks on Arbitrum expected to impact on-chain liquidity and adoption among retail investors? 👉 See Copilot's Response: https://messari.io/copilot/share/tokenized-stock-liquidity-on-arbitrum-f15fd4cb-239d-4d36-bff6-808488df441b This episode of STSP dives deep into the evolving intersection of traditional finance and crypto. The team discusses the risi...

💡 Ask Messari Copilot: What are the tradeoffs between valuing a Layer 1 blockchain using revenue vs. monetary premium? ✨ See Copilot's Response: https://messari.io/copilot/share/layer-1-valuation-tradeoffs-a9a432a8-41bc-4281-963b-f836318a6502 Bitcoin barely flinched during recent geopolitical chaos. Is BTC becoming more resilient—dare we say… gold-like? In this episode of STSP, we explore Bitcoi...

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 architecture is the future of DeFi. From overcoming technical challenges, embracing open-source standards, and integrating MEV protection by design, Sergey shares deep insights on liquidity fragmentation, protocol design, and 1inch’s vision to unite DeFi acro...

💡 Ask Messari Copilot: Could tokenized equities will actually drive onchain adoption — or are onchain traders still too focused on memes and perps? ✨ See Copilot's Response: https://messari.io/copilot/share/tokenized-equities-and-onchain-adoption-fc4adda4-549d-4657-a411-6272aea037ed In episode 6 of Shoot Sh*t the Pod, the Messari Enterprise team dives into: - Bitcoin Vegas highlights & g...

Ask Messari Copilot: Can a full-stack, centralized-style experience coexist with crypto’s ethos of decentralization? See Copilot's Response: https://messari.io/copilot/share/centralization-vs-decentralization-5b85d971-6184-4512-9110-1598a3900bb8 Kain Warwick breaks down how Infinex is rewriting the rules of crypto UX. From building its own wallet and signing infrastructure to full-stack app archit...

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 Markets—an onchain movement redefining how tokens are created, distributed, and valued. From memecoin mechanics to institutional implications, this episode dissects the thesis and traction behind tokenized everything on Solana. 💥 We also debate how to val...

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 recent momentum. Join Matthew Nay and the Enterprise team (Sunny Shi, Kinji Steimetz, Andrew Dyer, Chris Davis & Dylan Bane) as they shoot the sh*t about: 🔹 Macro trends: BTC’s outperformance, S&P's rally, and tariff drama between the US and...

What’s really holding crypto back? It’s not infrastructure—it’s product. In this episode of Fully Diluted, Hivemapper CEO Ariel Seidman joins Messari’s Dylan Bane to unpack the deep infrastructure powering Hivemapper’s decentralized global map—and why real utility, not hype, is the key to crypto’s next chapter. 0:50 Introductions 4:02 HiveMapper Intro 12:13 Market Demand 18:55 Token Model 29:20 Re...

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 to explore the evolution of crypto beyond speculation. They dive deep into tokenization, stablecoins, the rise of real-world assets (RWA), and how stablecoin-powered infrastructure could reshape global payments and financial access. The conversation...

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, Andrew Dyer, Chris Davis & Dylan Bane) as they dive into: 🔹 Real-time blockchains: MegaETH is setting a new bar. 🔹 AI Roasting & CT Drama: AIXBT is back on its BS, targeting Sunny in a wild Twitter roast. 🔹 Macro madness: Talking stagflation...

Ask Messari Copilot: How can decentralized protocols change the economics of R&D in science and AI? See Copilot's Response: https://messari.io/copilot/share/decentralizing-r-d-economics-069debfe-3e9a-4281-8c5c-442e829d94b5 How do we incentivize the next great algorithm? Why does open-source AI matter more than ever in a world of geopolitical tension and centralized power? In this episode,...