Messari's Unqualified Opinions Are We Really Back? AI Subnets, BTC Surge & Stablecoin Wars | Fully Diluted with Messari Research
May 7, 2025
In this discussion, Andrew Dyer, a key player in the Messari Enterprise team, alongside specialists Dylan Bane, Sunny Shi, Chris Davis, and Kinji Steimetz, delves into the pulse of the crypto world. They dissect Bitcoin's surprising resilience amid economic uncertainty and ponder Ethereum's potential comeback. The team explores the burgeoning realm of AI subnets and the implications for decentralized training. Stablecoin innovations and partnerships spark intrigue, while the evolving gaming landscape, including Treeverse, showcases exciting growth opportunities.
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Bitcoin's Resilience and Market Shift
- Bitcoin's recent outperformance compared to stocks and other assets might indicate a shift in market dynamics.
- Its strength during periods of financial stress shows potential as a resilient asset class.
Ethereum L1 Scaling Strategy
- Ethereum Foundation's focus on scaling L1 is seen as a hopeful shift after years of L2 dominance.
- Improving L1 performance could help Ethereum recapture mindshare and keep critical DeFi functions centralized.
Tau AI Subnets Usage Growth
- Tau's AI subnets are gaining real world traction through subsidized free models and API integration.
- The upcoming transition to paid services will test the stability of this demand and token emission dynamics.