Crypto has real use cases - now. Learn about them here.
…
continue reading
Providing market intelligence that drives high-conviction participation in the crypto economy.
…
continue reading
The 2022 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2022. Learn more and view the full 165-page report at messari.io/crypto-theses-for-2022/ We’ve got you covered… WAGMI.
…
continue reading
The 2023 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2023. Learn more and view the full 168-page report at http://messari.io/crypto-theses-for-2023 Let’s get “Back to Crypto” in 2023.
…
continue reading
The 2024 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2024. Learn more and view the report at https://messari.io/crypto-theses-for-2024
…
continue reading
1
Consumer Crypto & Gaming Year in Review | Kel, Mason Nystrom, Chris Davis | Messari Theses 2025
54:28
54:28
Na później
Na później
Listy
Polub
Polubione
54:28
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Intro & 2024 Review 06:52 AI Agents 16:12 Launching Fungible Tokens 23:33 B…
…
continue reading
1
DeFi & Stablecoins Year In Review | Kinji Steimetz, Sunny Shi & Andrew Dyer | Messari Theses 2025
55:54
55:54
Na później
Na później
Listy
Polub
Polubione
55:54
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Pendle, Maker, RWA's and...Fartcoin? 12:42 How Successful Can DAOs Be? 17:4…
…
continue reading
1
DePIN Year in Review | Sami Kassab, Dylan Bane & Maartje Bus | Messari Annual Theses 2025
56:49
56:49
Na później
Na później
Listy
Polub
Polubione
56:49
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Intro & Summary of Dylan's DePIN 2025 Theses 13:59 Helium 27:06 DePIN x AI …
…
continue reading
1
Solana Year in Review | Ryan Watkins, Wilson Withiam, Kinji Steimetz | Messari Annual Theses 2025
38:41
38:41
Na później
Na później
Listy
Polub
Polubione
38:41
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Intro & How Investors Think About L1 Valuations 09:16 Solana's Year in Revi…
…
continue reading
1
Messari Annual Theses 2025 Are Here! | Intro Episode - State of Crypto | Maartje Bus, Dylan Bane, Sunny Shi & Andrew Dyer
58:10
58:10
Na później
Na później
Listy
Polub
Polubione
58:10
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. 00:00 Intro & Macro Policy Backdrop 13:46 2025 Policy Expectations 24:15 User Adoption 34:00 Role of DePIN 40:04 The Year in Fundraising 43:41 Memecoins 51:29 Hot Takes for 2025 Follow Mes…
…
continue reading
1
Messari Annual Theses 2025 | AI x Crypto | Seth Bloomberg, Dustin Teander & Sunny Shi
1:05:37
1:05:37
Na później
Na później
Listy
Polub
Polubione
1:05:37
Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. 00:00 Intro & Summary of AI Section of Theses 13:48 Why Does AI Benefit From Crypto Infrastructure? 22:31 AI Agents 36:21 Bittensor 46:06 Dynamic TAO 53:38 Most Interesting Subnets 56:40 P…
…
continue reading
1
Todd Ruoff (CEO, Autonomys) on AI 3.0 | Fully Diluted with Messari Research
27:18
27:18
Na później
Na później
Listy
Polub
Polubione
27:18
Ask Messari Copilot "Please explain how Autonomys enables the builds of AI agents." Todd Ruoff, CEO of Autonomys joins the Messari Research team to talk about AI agents, modular blockchain architecture, and the future of AI. Autonomys' AI3.0 ecosystem stack is designed to provide all the necessary components to build and deploy AI-powered dApps (su…
…
continue reading
1
David Vorick (Founder, Glow) on Incentivized Solar Energy | Fully Diluted with Messari Research
34:32
34:32
Na później
Na później
Listy
Polub
Polubione
34:32
Ask Messari Copilot "Please explain how Glow incentivizes the build out of solar energy farms." David Vorick, Founder of Glow joins the Messari Research team to talk about decentralized solar energy. Glow is on a mission to power the planet with 100% renewable energy. Every individual, no matter how small, can participate meaningfully in the missio…
…
continue reading
1
Alex Cutler (Co-Founder, Aerodrome) | Fully Diluted with Messari Research
33:10
33:10
Na później
Na później
Listy
Polub
Polubione
33:10
Ask Messari Copilot "Please explain Aerodrome's recent growth." https://messari.io/copilot/share/aerodrome-s-growth-analysis-b1f4da98-e4d1-412f-9b5a-fbcf61bf1e2b Alex Cutler, Co-Founder of Aerodrome joins the Messari Research team to talk about DEX's, Metadex's, Aerodrome and Velodrome. Aerodrome Finance is a next-generation AMM designed to serve a…
…
continue reading
1
Joseph Axisa (Axis Advisory) on 2025's Legal Crypto Challenges | The Protocol Services Podcast with Jack Purdy
28:30
28:30
Na później
Na później
Listy
Polub
Polubione
28:30
Ask Messari Copilot: "What are the most common legal challenges facing crypto in 2025?" 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 Joseph Axisa from Axis Advisory. Learn more about Messari Protocol Service…
…
continue reading
1
How DePIN Energy Can Save The Planet with Dylan Bane | The Story
12:51
12:51
Na później
Na później
Listy
Polub
Polubione
12:51
Ask Messari Copilot "How do energy projects use DePIN tokenomics?" Currently, the world is not on track to limit global temperature increases by 1.5C, which risks irreversible climate change. Two major infrastructure challenges are delaying progress - a grid not designed for distributed energy sources, and lack of incentives. DePIN can help solve …
…
continue reading
1
A Web3 Game that Feels Like a Web2 Game with Chris Davis | The Story
20:10
20:10
Na później
Na później
Listy
Polub
Polubione
20:10
Ask Messari Copilot "How does Pirate Nation use crypto incentives?" Web3 gaming hit new heights in October 2024, recording nearly 8 million daily onchain active addresses. But most games are still only partially onchain, due to scalability challenges. Pirate Nation, a fully-onchain game, seems have solved some of these problems, processing over 350…
…
continue reading
1
"You Can Automate A Huge Chunk of Telecom If It's Onchain" - Neil Chatterjee (Andrena) | Fully Diluted with Messari Research
40:07
40:07
Na później
Na później
Listy
Polub
Polubione
40:07
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 fi…
…
continue reading
1
Ani Pai (Dragonfly) and Mahesh Ramakrishnan (EV3) on Investing in DePIN | Fully Diluted with Messari Research
39:14
39:14
Na później
Na później
Listy
Polub
Polubione
39:14
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 St…
…
continue reading
1
Omer Goldberg (Chaos Labs) on Risk Management | The Protocol Services Podcast with Jack Purdy
38:38
38:38
Na później
Na później
Listy
Polub
Polubione
38:38
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/prot…
…
continue reading
1
Jim Hiltner (Superstate) on RWA's | Fully Diluted with Messari Research
32:07
32:07
Na później
Na później
Listy
Polub
Polubione
32:07
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 …
…
continue reading
1
GEODNET Deep Dive with Dylan Bane | The Story
16:41
16:41
Na później
Na później
Listy
Polub
Polubione
16:41
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) Wri…
…
continue reading
1
Matt Dobel (Gauntlet) | The Protocol Services Podcast with Jack Purdy
38:49
38:49
Na później
Na później
Listy
Polub
Polubione
38:49
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-se…
…
continue reading
1
All Things Fundraising (AI, DePIN, APAC) with Andrew Dyer | The Story
15:34
15:34
Na później
Na później
Listy
Polub
Polubione
15:34
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 …
…
continue reading
1
Abhay Kumar (CEO, Helium Foundation) and Mario Di Dio (GM of Network, Nova Labs) on Carrier Offload
32:45
32:45
Na później
Na później
Listy
Polub
Polubione
32:45
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 Succ…
…
continue reading
1
Luca Netz (Pudgy Penguins) and Julian Holguin (Doodles) on Consumer Crypto | Fully Diluted Podcast
39:16
39:16
Na później
Na później
Listy
Polub
Polubione
39:16
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 Audie…
…
continue reading
1
The State of DeFi Q3 2024 with Kinji Steimetz | The Story
13:37
13:37
Na później
Na później
Listy
Polub
Polubione
13:37
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…
…
continue reading
1
Ronin's Rebirth with Chris Davis | The Story
16:03
16:03
Na później
Na później
Listy
Polub
Polubione
16:03
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 its…
…
continue reading
1
Anil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack Purdy
39:06
39:06
Na później
Na później
Listy
Polub
Polubione
39:06
Ask Messari Copilot: "What services does Dephi Digital provide?" https://messari.co/4gOkure 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 Anil Lulla from Delphi Digital. Learn more about Messari Protocol Serv…
…
continue reading
1
Tether is More Profitable than Goldman Sachs with Andrew Dyer | The Story
19:46
19:46
Na później
Na później
Listy
Polub
Polubione
19:46
Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 In Q2 of 2024, Tether reported a Net Income larger than Visa, MasterCard and Goldman Sachs - and with only 125 employees. Stablecoins are one of the primary crypto use cases that have ascended the realm of mere speculation. And as you’d expect…
…
continue reading