Messari's Unqualified Opinions Podcast
1) Theses 2026: Crypto x AI – Why BitTensor Could Be the “Bitcoin of Open AI Competition” | Fully Diluted with Messari Research
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 i...Show More
2) Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange | Messari's Fully Diluted
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 pea...Show More
3) State of Crypto 2026: Winners, Losers, and Big Bets for the Next Cycle | Messari's Fully Diluted
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 ...Show More
4) State of Crypto AI, Monad & L1s: Where We Really Are in the Cycle | Messari's Fully Diluted
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 ...Show More
5) Swarm Intelligence & Crypto AI: Inside Fortytwo’s Decentralized Inference Network | Fully Diluted
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 ...Show More
6) Swarm Intelligence & Crypto AI: Inside Fortytwo’s Decentralized Inference Network | Fully Diluted
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 ...Show More
7) Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Messari's Fully Diluted
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 ...Show More
8) Rewiring Crypto: How DoubleZero Builds a High-Speed Network for Solana & Beyond | Fully Diluted w/ Messari Research
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 unpac...Show More
9) Monad Mainnet Is Here: The Fastest EVM Chain Goes Live | Fully Diluted with Messari Research
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...Show More
10) Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via DePIN | Messari Podcast
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 t...Show More