Messari's Unqualified Opinions

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 explain how BitTensor’s subnet model turns AI development into an open...

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 Enterprise team dives into: - How Ethereum clawed back from peak despair in 2025...

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 bets for 2026. We dig into why Bitcoin has clearly separated from the...

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 Messari’s newly released State of AI Report and what they mean for...

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 with Ivan Nikitin, co-founder of Fortytwo, an AI network built on crypto...

In this episode, Messari's Chris Davis sits down with Shayon Sengupta, Partner at Multicoin Capital, to unpack how crypto-native markets are reshaping everything from wireless networks and AI compute to data collection...

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 with Austin Federa, co-founder of DoubleZero, to unpack how a global mesh...

Monad is gearing up for one of crypto’s most anticipated launches — a high-speed, censorship-resistant L1 built to merge scalability with true decentralization. In this episode of Fully Diluted, Dylan Bane and Matthew...

Messari CTO Diran Lee sits down with Karam Lakshman, CEO & co-founder of Dabba, to unpack how a DePIN marketplace, local cable operators, and crypto incentives could build a new Telco in the world’s toughest...

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 quarter, and what MNAV convergence means for future buy pressure. We also...

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 unpack the evolving privacy landscape in crypto. They dive deep into...

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...

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...

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...

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...

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...

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...

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...

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...

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...

💡 Ask Messari Copilot: How will stablecoins reshape global finance if Treasury demand and TradFi adoption continue accelerating? 👉 See Copilot's Response: In Episode 10 of Shoot the Pod, the Messari Enterprise team...

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: 💡 Ask Messari Copilot: What do...

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: 💡 Ask Messari Copilot: How should...

💡 Ask Messari Copilot: How is Phantom’s integration with Hyperliquid reshaping the future of on-chain perps and trading UX? 👉 See Copilot's Response: This episode of STSP covers the major catalysts driving crypto...

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...