Ryan AJC
Senior member of Messari's enterprise research team providing high-level market analysis and strategy, often framing winners/losers and macro views for the firm's thesis episodes.
Best podcasts with Ryan AJC
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Dec 17, 2025 • 46min
State of Crypto 2026: Winners, Losers, and Big Bets for the Next Cycle | Messari's Fully Diluted
Joining the discussion is AJC (Ryan), a senior member of Messari's enterprise research team known for his market analysis and strategic insights. They unpack the standout trends of 2025, including Bitcoin's rise as a macro asset and the emergence of Hyperliquid as a leading application. The conversation explores the implications of institutional flows on the crypto landscape, the evolution of yield-generating stablecoins, and Solana's innovative on-chain markets. Finally, the team shares bold predictions for 2026, highlighting potential game-changers and emerging narratives.
Oct 24, 2025 • 52min
ETH’s Q3 Surge: DATs Grab 3.8% of Supply, ETH ETFs Outpace BTC | Fully Diluted with Messari Research
This discussion features Jay Kotch Gallop, a Messari researcher specializing in SWEs, and Ryan AJC, an active market commentator. They reveal why ETH ETFs saw more inflows than BTC and how DATs accumulated approximately 3.8% of ETH's supply in just one quarter. The duo explores stablecoin growth, particularly USDe's rise, and debates the evolution of tokenized equities. They also examine emerging corporate chains and weigh the merits of next-gen EVMs, along with the rising competition in Internet Capital Markets.
