Messari's Unqualified Opinions

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Building Real-World Utility: DePIN, AI, and Crypto’s Future | Fully Diluted with Messari Research
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 Introductions4:02 HiveMapper Intro12:13 Market Demand18:55 Token Model29:20 Regulation & Adoptio36:05 Crypto Culture38:56 App Layer & Roadmap46:04 ConclusionHosted by Dylan Bane of MessariFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.
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46:34
Crypto Built the Casino — Can It Build Infrastructure Too? | Fully Diluted with Messari Research
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 spans market structure reforms, the future of tokenized equities, the critical path for Deepin networks, and the competitive dynamics among base layers like Solana and MegaETH. Learn why the industry's future success depends not on better casinos—but on rewarding real, productive innovation.0:46 Introductions5:41 Stablecoin Use15:53 Tokenized Assets23:33 On-Chain Limits28:15 DePIN Infrastructure44:53 Base Layers51:24 ConclusionHosted by Kinji Steimetz and Dylan Bane of MessariFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.
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51:33
MegaETH Breaks Through, Mantra Breaks Down | STS Ep. 3 | Fully Diluted with Messari Research
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 risks, Fed policy, and market sentiment.🔹 Token volatility: What happened with Mantra? 🔹 Content coins vs. memecoins: The Base/Zora launch sparked a frenzy. 🔹 Gaming onchain: MegaETH’s Crossy Road-style demo shows what fast infra can unlock.🔹 Decentralization vs. performance: Where are devs and users really drawing the line in 2025?00:00 Introductions1:05 AI Roasting 4:23 Macro Environment20:20 Token Volatility30:46 Tokenization & Utility48:54 Decentralization51:51 ConclusionHosted by Matthew Nay of MessariFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.
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52:19
How The Innovation Game Is Crowdsourcing Better Algorithms | Fully Diluted with Messari Research
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-442e829d94b5How 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, we dive deep with John Fletcher—physicist, mathematician, and creator of The Innovation Game—to explore a decentralized protocol for algorithm development, the future of AI scaling, and how crypto can align incentives for global innovation. From AI arms races to source separation in music production, this conversation spans the spectrum of science, strategy, and society.Read Their Recent Blog To Learn More: https://medium.com/@tigfoundation/the-innovation-game-how-a-market-for-open-algorithms-sets-science-free-b2eb6abcaa1e00:50 Introductions2:20 Protocol Basics8:23 Algorithmic Use Cases12:46 Historical Context18:27 Open Source Challenges24:47 Predictability29:25 Scaling and Global Talent36:08 Licensing42:36 Geopolitics50:42 Inspiration53:37 ConclusionHosted by Chris Davis of MessariFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.
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55:00
Cooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified Opinions
Ask Messari Copilot: What are the most promising models for scaling DePIN infrastructure?See Copilot's Response: https://messari.io/copilot/share/scaling-deepin-infrastructure-models-ffbd3d95-53c1-4cdc-98cd-58d36f43250aIn this week’s episode, the Messari Research team breaks down the latest market narratives—from DePIN’s growing pains to macro risks and app consolidation on Solana. We’re talking tariff chaos, Circle’s IPO delay, gaming tokenomics, and what we’re actually doing onchain during all the volatility.The Analysts Discuss:📡 DePIN Revenue: Can protocols like Helium, GEODNET, and Glowe scale?📉 Macro: Tariffs, market uncertainty, and crypto relative strength🏦 Circle IPO: Why it got delayed and what that means for stablecoins🧬 Solana: Super apps, vertical integration, and the memecoin washout🎮 Gaming: Token design, GUN launch fallout, and consolidation🔬 Infra: MegaETH testnet and why infra still matters🧪 Onchain Life: What the team’s farming, testing, and feeding (yes, Mega E-fluffs)00:00 Introductions1:06 Tariff Fallout12:16 Circle IPO Delay19:30 Superapp Thesis28:07 State of Gaming32:03 Cycle Analysis38:22 DePIN Tokenomics44:30 Current Interests53:28 ConclusionHosted by Matthew Nay of MessariFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.
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54:13