The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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Content provided by Messari. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Messari or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Tokenizing Everything: Are Internet Capital Markets Crypto’s Next Frontier? | Fully Diluted with Messari Research
Manage episode 484018987 series 2575368
Content provided by Messari. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Messari or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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 everything on Solana.
💥 We also debate how to value L1s:
→ Is REV (Revenue) the most grounded valuation metric?
→ How do monetary premiums, economic security, and execution narratives shape prices?
→ Are current valuations justifiable—or wildly overblown?Plus, we touch on:
- The Coinbase S&P 500 inclusion
- BTC breaking 6 figures
- Hyperliquid’s growth dilemma
- Dylan’s DePIN Valuations report (featuring DRNs vs. PRNs)
- What we’re doing onchain—from Tama.fun to HyperEVM farming
💡 Ask Messari Copilot: How might tokenization tools like Launchcoin evolve to enable real equity, revenue sharing, or governance rights—and what regulatory or technical hurdles stand in the way?
✨ See Copilot's Response: https://messari.io/copilot/share/tokenization-s-future-equity-revenue-and-governance-d63e860a-1b2e-49da-8f64-f6ea5ecd3fe6
00:39 Introductions
1:13 Market Update
7:12 Coinbase in S&P
11:55 Analyst Forecast
13:27 How to Value L1s
36:09 IPO Multiples
38:24 Internet Capital Markets
46:19 Hyperliquid & Bear Case
59:52 On-Chain Stuff
1:11:44 Conclusion
Hosted by Matthew Nay of Messari
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
____
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.
179 episodes
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Manage episode 484018987 series 2575368
Content provided by Messari. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Messari or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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 everything on Solana.
💥 We also debate how to value L1s:
→ Is REV (Revenue) the most grounded valuation metric?
→ How do monetary premiums, economic security, and execution narratives shape prices?
→ Are current valuations justifiable—or wildly overblown?Plus, we touch on:
- The Coinbase S&P 500 inclusion
- BTC breaking 6 figures
- Hyperliquid’s growth dilemma
- Dylan’s DePIN Valuations report (featuring DRNs vs. PRNs)
- What we’re doing onchain—from Tama.fun to HyperEVM farming
💡 Ask Messari Copilot: How might tokenization tools like Launchcoin evolve to enable real equity, revenue sharing, or governance rights—and what regulatory or technical hurdles stand in the way?
✨ See Copilot's Response: https://messari.io/copilot/share/tokenization-s-future-equity-revenue-and-governance-d63e860a-1b2e-49da-8f64-f6ea5ecd3fe6
00:39 Introductions
1:13 Market Update
7:12 Coinbase in S&P
11:55 Analyst Forecast
13:27 How to Value L1s
36:09 IPO Multiples
38:24 Internet Capital Markets
46:19 Hyperliquid & Bear Case
59:52 On-Chain Stuff
1:11:44 Conclusion
Hosted by Matthew Nay of Messari
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
____
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.
179 episodes
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Similar to Messari's Unqualified Opinions
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
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continue reading
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continue reading
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