Sharpen your crypto knowledge with Unqualified Opinions, featuring insights from crypto's leading team of analysts
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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
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Ronin's Rebirth with Chris Davis | The Story
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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…
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Anil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack Purdy
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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…
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Tether is More Profitable than Goldman Sachs with Andrew Dyer | The Story
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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…
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Adrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack Purdy
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Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 Introducing The Protocol Services Podcast with Jack Purdy! Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need. Today's guest…
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Base and Aerodrome with Sunny Shi | The Story
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Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 Like much of crypto, it’s been hard to paint a clear picture of Base this year. The Coinbase-developed layer 2 launched with high expectations, and by many metrics has certainly met them. But if you listen to Crypto Twitter, you may hear a muc…
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The Impact of Token Unlocks on Markets with Andrew Dyer | The Story
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One of the fundamentally unique pieces about crypto business models is the concept of token unlocks - or, the idea that rewards for contributions to the project, while fixed in total number, become available in large unlocks of sections over time. But there’s still a fair amount of inconsistency in how these unlock schedules are designed - and ther…
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DePIN for Home Internet with Dylan Bane | The Story
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Home internet ISP's like Comcast, Verizon and AT&T typically charge about 100x more for home internet access than what they buy it for wholesale. But due to a number of incumbent advantages, no competitor has been able to undercut them significantly on price in a material way. But as Dylan Bane explains, a new protocol called DAWN is using DePIN pr…
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What Happens To RWAs When The Fed Rate Falls? with Kinji Steimetz | The Story
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Last week in Jackson Hole, US Fed Chair Jerome Powell gave the clearest indication yet that the Fed would decrease rates at its upcoming meeting in September. Crypto has seen a lot of development since the last decreasing rate environment, and many hope that a new rate direction will usher in crypto's next bull market. But as Kinji Steimetz explain…
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Why Nate Silver Joined Polymarket (Probably) with Sunny Shi | The Story
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Polymarket has been growing at a breakneck pace ever since coverage of the US election heated up - but that’s not a surprise. Traffic, search engineer interest, volumes, will almost certainly drop after the election is over. But by how much? Sunny Shi dove deep into Polymarket and can now tell you how strong their non-politics volumes are performin…
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DePIN Update + DePIN Summit Reactions with Dylan Bane | The Story
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DePIN has been one of the fastest growing narratives in crypto over the last 12 months. Fundraising volumes so far this year are nearly 4x what they were for all of 2023, and total market cap is up 5x compared to last year. But details on key data points like revenue and DePIN ecosystem growth can be hard to consolidate, so it can be hard to know w…
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How Crypto x AI Can Win with Seth Bloomberg | The Story
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The idea of Crypto x AI (or, decentralized AI) is great - build the infrastructure of AI tool in public, and incentivize its coordination via tokens. But the reality is the Crypto x AI ecosystem as a whole is competing - directly - against Google,, Microsoft, OpenAI, Amazon at every step of the AI value chain. However, as Seth Bloomberg explains, t…
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Crypto 2024's Mixed Bag with Seth Bloomberg | The Story
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We’re now more than halfway through 2024 - and on a macro level, to be honest, most of us at Messari research aren’t really sure what to make of crypto this year. Bitcoin, Ethereum and Solana all have reasons for optimism - and reasons for concern. So as Seth Bloomberg explains, we stepped back and took stock of where each of the 3 crypto “majors” …
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Solana's Next Growth Driver with Kinji Steimetz
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Over the past year, Solana has been growing at a breakneck pace by any measure. But one vertical may be underperforming - liquid staking. As Kinji explains, one project, Sanctum, is setting out to change that - by trying to help the cold start liquidity problem for new liquid staked tokens. If they're successful, they could dramatically change how …
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Coinbase's Latest Earnings Spoiler with Kunal Goel | The Story
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For the past year, Messari's Kunal Goel has been consistently more accurate than most analysts at predicting Coinbase's Quarterly Earnings. Listen in as he discusses how he does it, and what his latest expected earnings tell him about the future of Coinbase. Declutter Your Inbox. Use Messari Lite as your Daily News Feed (00:00) - Hire with Hirechai…
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How DePIN Can Help Fight Climate Change with Dylan Bane | The Story
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Since signing the Paris Agreement almost 10 years ago, carbon credit systems have emerged as the go-to method for reducing global CO2 emissions - but their adoption as been slowed by coordination challenges. As Dylan Bane explains, new crypto projects using DePIN principles are trying to more efficiently coordinate distributed resources - and may j…
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A Guide to Stablecoin Yield in Summer 2024 with Kinji Steimetz | The Story
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Stablecoins have proven to be one of crypto's strongest early killer apps. But as Kinji Steimitz explains, this utility has led to a massive number of new ways to earn yield on stablecoins - making it difficult to know what all the options are to do so, let alone compare them against each other. Join Kinji for his guide to finding stablecoin yield …
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The Importance of Cryptoeconomic Security: A Debate with Kunal Goel & Peter Horton | The Story
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Historically, blockchain validators have been rewarded for their work with native tokens of the blockchain in question. But the ongoing revolution in smart contracts has created opportunities for blockchain validators to generate revenue outside of the protocol - which as Kunal Goel and Peter Horton explain has prompted a large-scale discssion on h…
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AO and Arweave's Unique Approach to Modularity with Seth Bloomberg | The Story
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When the crypto world turns its hype machine on one particular topic, like modularity, it can be rare to come across a truly unique approach. But as Seth Bloomberg explains, AO and Arweave have done just that, laying out an architecture that may inform the modular crypto infrastructure economy for many cycles to come. (00:00) - Hire with Hirechain …
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What Polymarket's Growth Reveals about the Future of Prediction Markets with Kunal Goel | The Story
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Prediction markets always see an increase in activity in an election year - and this year is no different. But as Kunal Goel explains, for crypto-based prediction markets like Polymarket this increase in growth is an opportunity to explore what other uses besides betting these markets can serve. (00:00) - Hire with Hirechain (00:40) - Intro (02:49)…
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Ryan Selkis and Marvin Ammori of Uniswap Labs Debate Politics and Crypto
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In this Special Episode, Ryan Selkis and Marvin Ammori of Uniswap Labs debate the best approach to advance crypto in today's political climate. This debate happened at Consensus 2024, and was moderated by Zack Seward of Coindesk. Credit: Coindesk Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: ht…
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What OpenAI's Spring Updates Reveal About the Future of Crypto x AI with Seth Bloomberg | The Story
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OpenAI's spring product updates may have underwhelmed those who were hoping for a GPT-5. But as Seth Bloomberg explains, the updates show OpenAI's commitment to the rapidly growing Consumer AI sector - and give a potential preview into how open-source projects in the crypto x AI space may respond. (00:00) - Hire with Hirechain (00:40) - Intro (02:5…
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The Hidden Insights in Crypto's Latest Fundraising Data with Patryk Krasnicki | The Story
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Industry fundraising data isn't a guarantee of future innovation - but as Patryk Krasnicki explains, an examination of the data can give some indication of what founders and investors think is most critical to build in the volatile crypto industry. (00:00) - Hire with Hirechain (00:40) - Intro (03:26) - Mainnet is Coming! (04:26) - The Hidden Insig…
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The Story | A Better Business Model for Social Media with Toe Bautista
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Many "innovations" in social media turn out to be short-term fads. But as Toe Bautista explains, builders in the "SocialFi" industry are coming forward with products that change how apps are built and creators make money - changes to the underlying economics of the industry which historically, tend to be much more reliable indicators of long-term a…
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The Story | The Boring Assets Making RWA's Exciting
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Real World Assets, or putting the core pieces of the world's existing financial system like cash, treasuries, and real estate on-chain, have long been touted as a use case that would make these assets significantly more useful. But so far, stablecoins and cash substitutes have been the only RWA with any mass adoption. But as Kinji Steimetz explains…
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The Story | Ethereum's Inflection Point with Seth Bloomberg
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Four years ago, Ethereum co-founder Vitalik Buterin laid out his vision for the network's scalability driven by rollups, and that vision has largely come to fruition. But as Seth Bloomberg explains, those rollups are now running into scalability problems of their own - and the Ethereum ecosystem once again finds itself at an inflection point. (00:0…
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