Messari's Unqualified Opinions

Messari

Sharpen your crypto knowledge with Unqualified Opinions, featuring insights from crypto's leading team of analysts.

  • 40 minutes 7 seconds
    "You Can Automate A Huge Chunk of Telecom If It's Onchain" - Neil Chatterjee (Andrena) | Fully Diluted with Messari Research

    Ask Messari Copilot "Please give me an overview of Andrena and DAWN"


    Neil Chatterjee, CEO of Andrena joins the Messari Research team to talk about DAWN, which stands for "Decentralized Autonomous Wireless Network".


    DAWN is a decentralized protocol designed to bootstrap and orchestrate multi-gigabit, user-powered mesh networks, initially powering fixed wireless home internet. This approach allows anyone to contribute wireless coverage and bandwidth to a city-wide network, democratizing Internet access in a manner similar to how solar panels democratize energy production.


    The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto.


    00:00 Intros & Approach

    11:05 Infrastructure & Integration

    17:11 Market Opportunity

    22:08 Medallions & Economic Model

    31:56 Future of Fiber Optics

    35:10 Crypto Speed Round


    Hosted by Dylan Bane & Kinji Steimetz of Messari


    Follow Messari on Twitter

    Follow Unqualified Opinions on Spotify

    Follow Unqualified Opinions on Apple Podcasts


    ____


    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.

    14 November 2024, 1:00 pm
  • 39 minutes 14 seconds
    Ani Pai (Dragonfly) and Mahesh Ramakrishnan (EV3) on Investing in DePIN | Fully Diluted with Messari Research

    Ask Messari Copilot "Please list the investments that Escape Velocity and Dragonfly have made together."


    The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto.


    00:00 Intros & DePIN Trends

    09:22 Strongest Progress So Far

    18:09 Assessment of DePIN's Talent Pool

    26:00 Innovation vs. Hype

    32:37 The Future of DePIN


    Hosted by Dylan Bane of Messari


    Follow Messari on Twitter:

    Follow Unqualified Opinions on Spotify:

    Follow Unqualified Opinions on Apple Podcasts:


    ____


    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.

    7 November 2024, 2:00 pm
  • 38 minutes 38 seconds
    Omer Goldberg (Chaos Labs) on Risk Management | The Protocol Services Podcast with Jack Purdy

    Ask Messari Copilot: "What services does Chaos Labs provide?"


    Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need.


    Today's guest is Omer Goldberg from Chaos Labs.


    Learn more about Messari Protocol Services at https://messari.io/protocol-services


    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.

    5 November 2024, 4:00 pm
  • 32 minutes 7 seconds
    Jim Hiltner (Superstate) on RWA's | Fully Diluted with Messari Research

    Ask Messari Copilot "Give me a summary of Superstate's offerings."


    The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto.


    00:00 Intros

    03:53 Recent Growth of Tokenized Treasuries

    09:41 Short-Term Use Cases

    15:12 Winner-Take-Most?

    21:07 Privacy


    Hosted by Kinji Steimetz and Seth Bloomberg of Messari


    Follow Messari on Twitter:

    Follow Unqualified Opinions on Spotify:

    Follow Unqualified Opinions on Apple Podcasts:


    ____

    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.

    1 November 2024, 1:00 pm
  • 16 minutes 41 seconds
    GEODNET Deep Dive with Dylan Bane | The Story

    Ask Messari Copilot "What is GEODNET's fundraising history?"


    GEODNET has over $1m in annualized revenue, 2x as many supply-side nodes as its incumbent competitor, and the lowest device payback period in DePIN - and gets very little attention in crypto discourse. Dylan Bane is here to change that.


    Hosted by Maartje Bus (https://x.com/maartjebus)

    Written and Produced by Steve Bichimer

    Based on "DePIN for TradFi: A GEODNET Valuation and Breakdown", by Dylan Bane


    Follow Messari on Twitter

    Follow Unqualified Opinions on Spotify

    Follow Unqualified Opinions on Apple Podcasts

    ____

    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.


    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.


    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.


    ____


    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.

    30 October 2024, 12:00 pm
  • 38 minutes 49 seconds
    Matt Dobel (Gauntlet) | The Protocol Services Podcast with Jack Purdy

    Ask Messari Copilot: "What services does Gauntlet provide?"


    Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need.


    Today's guest is Matt Dobel from Gauntlet.


    Learn more about Messari Protocol Services at https://messari.io/protocol-services


    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.

    28 October 2024, 1:00 pm
  • 15 minutes 34 seconds
    All Things Fundraising (AI, DePIN, APAC) with Andrew Dyer | The Story

    Ask Messari Copilot "What were the largest AI fundraises in Q3 2024?"


    Crypto fundraising in Q3 2024 was something of a mixed bag. But there were important developments in AI, DePIN and the APAC region. Andrew Dyer is here to break it all down - and hand out some awards.


    Hosted by Maartje Bus (https://x.com/maartjebus)

    Written and Produced by Steve Bichimer

    Based on "Q3 224 Fundraising Report", by Andrew Dyer (https://messari.io/report/q3-2024-fundraising)


    Follow Messari on Twitter

    Follow Unqualified Opinions on Spotify

    Follow Unqualified Opinions on Apple Podcasts

    ____

    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.


    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.


    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.


    ____


    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.

    23 October 2024, 12:00 pm
  • 32 minutes 45 seconds
    Abhay Kumar (CEO, Helium Foundation) and Mario Di Dio (GM of Network, Nova Labs) on Carrier Offload

    Ask Messari Copilot "Explain Helium's Carrier Offload offering."


    The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto.


    00:00 Intros

    05:05 Opportunities

    09:40 Transitions

    13:12 Services

    19:22 Successes

    26:14 Future


    Hosted by Dylan Bane and Seth Bloomberg of Messari


    Follow Messari on Twitter

    Follow Unqualified Opinions on Spotify

    Follow Unqualified Opinions on Apple Podcasts

    ____

    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.

    22 October 2024, 12:00 pm
  • 39 minutes 16 seconds
    Luca Netz (Pudgy Penguins) and Julian Holguin (Doodles) on Consumer Crypto | Fully Diluted Podcast

    Ask Messari Copilot "Explain how Doodles and Pudgy Penguins use crypto to grow their brands."


    The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto.


    Subscribe to get weekly episodes with the best builders and researchers in crypto.


    00:00 Intros

    04:49 Community

    10:04 Global Audience

    11:29 Web3

    21:47 Financial Alignment & Ownership Culture

    30:04 Mainstream Adoption

    37:07 Future


    Hosted by Chris Davis and Seth Bloomberg of Messari

    Follow Messari on Twitter

    Follow Unqualified Opinions on Spotify

    Follow Unqualified Opinions on Apple Podcasts

    ____

    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.

    17 October 2024, 1:00 pm
  • 13 minutes 37 seconds
    The State of DeFi Q3 2024 with Kinji Steimetz | The Story

    The headline numbers for DeFi weren't pretty in Q3 - and Kinji Steimetz isn't here to deny that. But there were some bright spots - and an honest take on Unichain.


    Ask Messari Copilot "What is Unichain?"


    Hosted by Maartje Bus (https://x.com/maartjebus)

    Written and Produced by Steve Bichimer

    Based on "State of DeFi Q3 2024", by Kinji Steimetz


    Follow Messari on Twitter: https://twitter.com/MessariCrypto

    Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e

    Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979

    ____

    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.
    ____

    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.

    16 October 2024, 12:00 pm
  • 16 minutes 3 seconds
    Ronin's Rebirth with Chris Davis | The Story

    Ask Messari Copilot "What are the most popular games on the Ronin chain in 2024?"


    In 2021, Ronin’s flagship game, Axie Infinity, propelled Web3 gaming into the global spotlight. But when the broader crypto market crashed in 2022, Axie’s highly inflationary token design was exposed, and users abandoned Axie Infinity, and to a large extent, Ronin itself.


    But recently, Ronin has made something of a comeback. 


    3 New games - Pixels, Apeiron and Wild Forest have each shown strong growth in the past several months - reminiscent of the early days of Axie Infinity. 


    So the question is - what has Ronin learned from the Axie experience? And what outside factors may contribute to the success - or plateau - of Ronin’s rebirth?


    Hosted by Maartje Bus (https://x.com/maartjebus)

    Written and Produced by Steve Bichimer

    Based on "$RON It Back⁠", by Chris Davis (https://x.com/capradavis)


    Follow Messari on Twitter: https://twitter.com/MessariCrypto

    Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e

    Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979

    ____


    Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

    Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

    Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast.

    Visit https://hirechain.io/Messari for prioritized onboarding.

    ____

    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.

    9 October 2024, 12:00 pm
  • More Episodes? Get the App
© MoonFM 2024. All rights reserved.