Messari's Unqualified Opinions Podcast
1) How EdgeX Survived the $18B Liquidation Cascade & Came Out #1 | Messari Fully Diluted
In this episode of the Messari Fully Diluted, Research Analyst Eric Minookian sits down with KF, co-founder of EdgeX, to break down the State of EdgeX Q4 2025 report. The conversation covers EdgeX's e...Show More
2) Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference
In episode 21 of Messari's Shoot the Sh*t Pod, host Alex is joined by analysts Hayden, Dillon, and Qorban to break down the most important moves happening across DeFi, derivatives, and on-chain AI. Th...Show More
3) How USD.AI Disrupts Private Credit with On-Chain GPU Financing
Conor Moore, co-founder and COO of USD.AI, joins Messari's Fully Diluted podcast to discuss the emerging on-chain credit market for GPU-backed loans. USD.AI provides financing for neoclouds and AI inf...Show More
4) Will Prediction Market Volumes Continue to Grow? Bull vs Bear Case | Messari Fully Diluted
The Messari team analyzes prediction markets after the Super Bowl drove record volumes across Kalshi and Polymarket. With $6.2 billion in weekly volume split between sports betting and political marke...Show More
5) The Electric Dollar: How Stablecoins Will Finance AI's Future
Dylan Bane sits down with Anirudh from Robot Ventures to discuss a provocative thesis: stablecoin issuers could become the marginal buyers of US debt, helping finance the explosive growth of AI infras...Show More
6) DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted
The Shoot the Sh*t Podcast #19 dives deep into DePIN's real state in 2026. While token prices are down dramatically, revenue is surging and networks are becoming genuinely profitable. InfraFi emerges ...Show More
7) The Secret to Tron’s Rapid Adoption in Emerging Markets
Sam Elfarra, Community Spokesperson at TronDAO, reveals how Tron’s first-mover advantage on USDT has created a liquidity revolution in emerging markets, making crypto accessible to the unbanked and tr...Show More
8) How Dabba Scaled from 1K to 75K WiFi Hotspots in 18 Months | Messari Fully Diluted
Dabba is building the future of connectivity in India through decentralized physical infrastructure on the Solana blockchain. This episode of Fully Diluted features founder Karam Lakshman discussing h...Show More
9) State of DePIN 2025 | Fully Diluted
In this episode of Fully Diluted, Messari’s Dylan Bane sits down with Sal Gala, co-founder and managing partner at Escape Velocity Ventures, and Connor Lovely, founder at Proof of Coverage Media, to e...Show More
10) Drones x DePIN: Spexi and LayerDrone Are Building a Global Spatial Data Network | Fully Diluted
Drones, not satellites, might power the next generation of maps and spatial AI. In this episode of Fully Diluted, Messari’s Dylan Bane sits down with Alec Wilson, COO of Spexi and founding contributor...Show More