Messari's Unqualified Opinions Podcast
1) ETH’s Q3 Surge: DATs Grab 3.8% of Supply, ETH ETFs Outpace BTC | Fully Diluted with Messari Research
Q3 was ETH’s quarter. Messari Research digs into why ETH ETFs saw more inflows than BTC, how ETH-focused DATs amassed ~3.8% of ETH supply in one quarter, and what MNAV convergence means for future buy...Show More
2) Helius on Privacy’s Next Wave: Zcash, Solana, & Future of Onchain Markets | Fully Diluted with Messari Research
In this episode of Fully Diluted, Messari’s Dylan Bane and the Messari Research team sit down with Mert Mumtaz, Co-founder and CEO of Helius, to unpack the evolving privacy landscape in crypto. They d...Show More
3) Robots With Wallets: OpenMind’s Vision for Physical AI & On-Chain Coordination | Fully Diluted with Messari Research
On this episode of Fully Diluted, Messari’s Dylan Bane and Chris Davis sit down with Yan, founder/CEO of OpenMind (and Stanford engineering professor on sabbatical), to unpack the near-future of physi...Show More
4) Stablecoin Neobanks, Perp Wars & Double Zero | Fully Diluted with Messari Research
In this Episode, Messari's Enterprise team digs into three hot threads: why stablecoins are the best onramp for mainstream users, whether on-chain neobanks can beat custodial fintech, and the latest i...Show More
5) Injective: The Finance L1 — MEV-Resistant, Pre-IPO Perps, EVM | Fully Diluted with Messari Research
Injective CEO Eric Chen joins Messari’s Dylan Bane on Fully Diluted to unpack a finance-first Layer-1 built for performance and markets. Injective is a Cosmos SDK chain with instant finality (~25k TPS...Show More
6) Botanix: The Bitcoin L2 Paying Native BTC Yield | Fully Diluted with Messari Research
Botanix co-founders Willem Schroé and Alisia Painter join Messari's Dylan Bane on Fully Diluted to unpack a Bitcoin Layer-2 built for real finance. Botanix is a proof-of-stake Bitcoin L2 where 50% of ...Show More
7) Exotic RWAs & the New Crypto Frontier | Fully Diluted with Messari Research
This week, the Messari Enterprise team digs into the next big unlocks and headwinds across crypto:🔹 Exotic RWAs (Pokémon cards, watches, wine): why tokenizing non-financial collectibles finally impro...Show More
8) Still Early: Crypto Venture After Hype With Framework | Fully Diluted with Messari Research
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 distribut...Show More
9) Helium Revenue Burn, Fed Pivot, and Prediction Markets | Fully Diluted with Messari Research
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 rotati...Show More
10) Chainlink’s Future: Tokenization & Institutional Adoption | Unqualified Opinions by Messari Research
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 be...Show More