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Messari Podcasts
Providing market intelligence that drives high-conviction participation in the crypto economy.
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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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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.
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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.
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Still Early: Crypto Venture After Hype With Framework | Fully Diluted with Messari Research
51:27
51:27
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51:27
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 why the next wave looks like application-specific infrastructure, stablecoins at scale, and energy/DePIN feeding AI—not generic inf…
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Helium Revenue Burn, Fed Pivot, and Prediction Markets | Fully Diluted with Messari Research
54:33
54:33
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54:33
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 majors, altcoins, and onchain flows 🔹 Hyperliquid smashes volume records and cements its spot as a top onchain venue 🔹 Prediction markets (F…
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Chainlink’s Future: Tokenization & Institutional Adoption | Unqualified Opinions by Messari Research
26:55
26:55
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26:55
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 of institutional blockchain adoption. Johann shares personal insights on the importance of focus in building within crypto, lesso…
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Ethereum’s Surge, Institutional Buying & DeFi Impact | Fully Diluted with Messari Research
55:13
55:13
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55:13
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, the institutional treasury race between Bitmine and ESB, and how these moves could reshape DeFi markets. We also dive into macro ma…
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$3.7T Stablecoins? Treasury’s Bet & Pump.Fun’s Fall | Fully Diluted with Messari Research
1:12:00
1:12:00
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💡 Ask Messari Copilot: How will stablecoins reshape global finance if Treasury demand and TradFi adoption continue accelerating? 👉 See Copilot's Response: https://messari.io/copilot/share/stablecoin-future-79313968-8b6e-4ae5-b1cf-2fa779c6f098 In Episode 10 of Shoot the Pod, the Messari Enterprise team breaks down a jam-packed week across crypto mar…
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Stablecoins Are Changing Global Payments – Artemis' Anthony Yim| Fully Diluted with Messari Research
40:01
40:01
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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: https://messari.io/report/state-of-stablecoins 💡 Ask Messari Copilot: What do you think is the biggest untold story behind stablecoin adoption — enterprise growth, ge…
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The Future of Global Payments with Sphere Labs' Arnold Lee | Fully Diluted with Messari Research
1:08:52
1:08:52
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1:08:52
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: https://messari.io/report/state-of-stablecoins 💡 Ask Messari Copilot: How should emerging markets balance the benefits of dollar-denominated stablecoin access with th…
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Pump Token Launch, Bonk Takeover & Phantom’s Big UX Play | Fully Diluted with Messari Research
56:48
56:48
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56:48
💡 Ask Messari Copilot: How is Phantom’s integration with Hyperliquid reshaping the future of on-chain perps and trading UX? 👉 See Copilot's Response: https://messari.io/copilot/share/phantom-and-hyperliquid-integration-fe7767d4-8f7c-4efc-96d7-76682a2b2c75 This episode of STSP covers the major catalysts driving crypto forward in July 2025. The team …
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Humanity Protocol: Solving Identity in a Deepfake World | Fully Diluted with Messari Research
30:31
30:31
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30:31
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 build a new foundation for trust in the digital age. We cover: - The challenge of verifying human identity in an AI-heavy world - …
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Crypto Onchain? Tokenized Stocks, Stablecoins, & Neo-Banking | Fully Diluted with Messari Research
1:01:43
1:01:43
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1:01:43
💡 Ask Messari Copilot: How are tokenized stocks on Arbitrum expected to impact on-chain liquidity and adoption among retail investors? 👉 See Copilot's Response: https://messari.io/copilot/share/tokenized-stock-liquidity-on-arbitrum-f15fd4cb-239d-4d36-bff6-808488df441b This episode of STSP dives deep into the evolving intersection of traditional fin…
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Is Bitcoin Gold 2.0? + CLOB Wars, Stablecoin Frenzy, and More | Fully Diluted with Messari Research
55:54
55:54
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55:54
💡 Ask Messari Copilot: What are the tradeoffs between valuing a Layer 1 blockchain using revenue vs. monetary premium? ✨ See Copilot's Response: https://messari.io/copilot/share/layer-1-valuation-tradeoffs-a9a432a8-41bc-4281-963b-f836318a6502 Bitcoin barely flinched during recent geopolitical chaos. Is BTC becoming more resilient—dare we say… gold-…
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Inside 1inch's 30-Day Solana Expansion: Their DeFi Masterplan | Fully Diluted with Messari Research
1:03:53
1:03:53
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In this exclusive interview, 1inch Co-Founder Sergej Kunz breaks down how the team expanded to Solana in just 30 days — and why intent-based architecture is the future of DeFi. From overcoming technical challenges, embracing open-source standards, and integrating MEV protection by design, Sergey shares deep insights on liquidity fragmentation, prot…
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The First Real Internet Capital Market? | Fully Diluted with Messari Research
51:49
51:49
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51:49
💡 Ask Messari Copilot: Could tokenized equities will actually drive onchain adoption — or are onchain traders still too focused on memes and perps? ✨ See Copilot's Response: https://messari.io/copilot/share/tokenized-equities-and-onchain-adoption-fc4adda4-549d-4657-a411-6272aea037ed In episode 6 of Shoot Sh*t the Pod, the Messari Enterprise team di…
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Building the Binance of Onchain: Inside Infinex’s Bold UX Bet | Fully Diluted with Messari Research
42:41
42:41
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42:41
Ask Messari Copilot: Can a full-stack, centralized-style experience coexist with crypto’s ethos of decentralization? See Copilot's Response: https://messari.io/copilot/share/centralization-vs-decentralization-5b85d971-6184-4512-9110-1598a3900bb8 Kain Warwick breaks down how Infinex is rewriting the rules of crypto UX. From building its own wallet a…
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Tokenizing Everything: Are Internet Capital Markets Crypto’s Next Frontier? | Fully Diluted with Messari Research
1:12:14
1:12:14
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What does it really take to launch a token in 2025? The Enterprise team dives into the rise of Launchcoin and the emergence of Internet Capital Markets—an onchain movement redefining how tokens are created, distributed, and valued. From memecoin mechanics to institutional implications, this episode dissects the thesis and traction behind tokenized …
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Are We Really Back? AI Subnets, BTC Surge & Stablecoin Wars | Fully Diluted with Messari Research
1:12:31
1:12:31
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1:12:31
We're back with Episode 4 of Shoot the Sh*t Fully Diluted Podcast, where the Messari Enterprise team dives deep into what’s fueling crypto’s recent momentum. Join Matthew Nay and the Enterprise team (Sunny Shi, Kinji Steimetz, Andrew Dyer, Chris Davis & Dylan Bane) as they shoot the sh*t about: 🔹 Macro trends: BTC’s outperformance, S&P's rally, and…
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Building Real-World Utility: DePIN, AI, and Crypto’s Future | Fully Diluted with Messari Research
46:34
46:34
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46:34
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 Introductions 4:02 HiveMapper In…
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Crypto Built the Casino — Can It Build Infrastructure Too? | Fully Diluted with Messari Research
51:33
51:33
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51:33
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 glob…
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MegaETH Breaks Through, Mantra Breaks Down | STS Ep. 3 | Fully Diluted with Messari Research
52:19
52:19
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52:19
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. 🔹 …
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How The Innovation Game Is Crowdsourcing Better Algorithms | Fully Diluted with Messari Research
55:00
55:00
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55:00
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-442e829d94b5 How do we incentivize the next great algorithm? Why does open-source AI matter more than ever in a world of geopolitical tensio…
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Cooked or Still Cooking? | Fully Diluted with Messari Research | Unqualified Opinions
54:13
54:13
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54:13
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-58d36f43250a In this week’s episode, the Messari Research team breaks down the latest market narratives—from DePIN’s growing pains to macro ri…
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The Meta Got Too Smart: Now What? | Fully Diluted with Messari Research | Unqualified Opinions
57:13
57:13
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57:13
Ask Messari Copilot "Which protocols have shown the strongest fundamentals this cycle despite underperforming in price?" https://messari.io/copilot/share/evaluating-protocol-fundamentals-9ada2e1c-b1e5-4cd7-be67-dc24f483a0dc In this episode, the Messari Enterprise team sits down for a candid conversation on where we are in the crypto market cycle—an…
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Reinventing Online Privacy | Fully Diluted with Messari Research | Unqualified Opinions
25:35
25:35
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25:35
Join Anyone and Messari's Dylan Bane as they explore the future of decentralized online privacy. Anyone is building the largest internet-routing DePIN in the world: a modular privacy layer for any application to use seamlessly. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in cryp…
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Revolutionizing EV Charging | Fully Diluted with Messari Research | Unqualified Opinions
49:13
49:13
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49:13
Join DeCharge Founder and CEO, Mohan Kuldeep Ponnada, Co-founder Dr. Prakash Kamaraj and Messari's Dylan Bane as they explore the future of energy: decentralized, autonomous, and on-chain. DeCharge is leading the charge—literally—by building a global network of smart, autonomous EV chargers. With deployments already active in the U.S., Europe, and …
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Building Decentralized Physical AI | Fully Diluted with Messari Research | Unqualified Opinions
50:43
50:43
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50:43
Join FrodoBots Lab's Co-Founder Michael Cho and Messari's Dylan Bane and Kinji Steimetz as they explore how crypto-powered robotics and decentralized networks are unlocking real-world AI applications, from urban navigation to autonomous agents. Learn how decentralized physical AI is solving bottlenecks in data collection, model validation, and hard…
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