Messari's Unqualified Opinions

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024) 00:00 Intro & How Investors Think About L1 Valuations 09:16 Solana's Year in Review 17:55 Memecoins 24:17 Competitors to Solana 34:14 Solana Predictions for 2025 Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025 Over 100 pages of everything you need to know in crypto for 2025. 00:00 Intro & Macro Policy Backdrop 13:46 2025 Policy Expectations 24:15 User Adoption 34:00 Role of DePIN 40:04 The Year in Fundraising 43:41 Memecoins 51:29 Hot Takes for 2025 Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Seth Bloomberg, a former research analyst at Messari now at Crucible Labs, and Dustin Teander, who focuses on AI agents, discuss the fascinating intersection of AI and crypto. They explore how AI benefits from crypto infrastructure, envision the future of AI agents in the market, and delve into the innovative BitTensor platform that connects AI and blockchain. The duo also shares their predictions for 2025, highlighting the transformation of financial systems as crypto integrates into AI frameworks and the evolving landscape of AI tokenization.

Ask Messari Copilot "Please explain how Autonomys enables the builds of AI agents." Todd Ruoff, CEO of Autonomys joins the Messari Research team to talk about AI agents, modular blockchain architecture, and the future of AI. Autonomys' AI3.0 ecosystem stack is designed to provide all the necessary components to build and deploy AI-powered dApps (super dApps) and agents. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Intros & Origins 02:00 Journey from Subspace to Autonomys 06:42 New Consensus Mechanism 11:43 Purpose of Domains in Autonomys Network 16:34 Long-Term Vision 20:31 Macro + Regulatory Environment 24:49 For Builders Hosted by Jeremy Koch of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Ask Messari Copilot "Please explain how Glow incentivizes the build out of solar energy farms." David Vorick, Founder of Glow joins the Messari Research team to talk about decentralized solar energy. Glow is on a mission to power the planet with 100% renewable energy. Every individual, no matter how small, can participate meaningfully in the mission. Every contribution to Glow fuels and motivates solar farms to slash CO2 emissions, and earns you Impact Points to measure the positive change. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Intros & Origins 05:24 Demand Side 08:15 Where are Glow Farms Deploying? 12:55 How Value Flows Through The System 16:38 The Challenge of How TradFi Underwrites DePIN Assets 24:46 David's Take on the Rest of DePIN 32:07 The Challenge of Teaching Glow Hosted by Dylan Bane & Kinji Steimetz of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Ask Messari Copilot "Please explain Aerodrome's recent growth." https://messari.io/copilot/share/aerodrome-s-growth-analysis-b1f4da98-e4d1-412f-9b5a-fbcf61bf1e2b Alex Cutler, Co-Founder of Aerodrome joins the Messari Research team to talk about DEX's, Metadex's, Aerodrome and Velodrome. Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2. Aerodrome NFTs vote to distribute token emissions and receive incentives and fees generated by the protocol. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Intros & Origins 03:27 The Role of Each Stakeholder in Metadex's 08:58 Voting in the Aerodrome & Velodrome Ecosystem 16:59 Zero-Sum vs. Positive Sum 24:30 LVR Toxic Flow - Is this actually a big issue? 27:48 Token Utility Hosted by Sunny Shi & Kinji Steimetz of Messari Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979 ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Ask Messari Copilot: "What are the most common legal challenges facing crypto in 2025?" Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need. Today's guest is Joseph Axisa from Axis Advisory. Learn more about Messari Protocol Services at https://messari.io/protocol-services This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Ask Messari Copilot "How do energy projects use DePIN tokenomics?⁠" Currently, the world is not on track to limit global temperature increases by 1.5C, which risks irreversible climate change. Two major infrastructure challenges are delaying progress - a grid not designed for distributed energy sources, and lack of incentives. DePIN can help solve both of those problems, and Dylan Bane is here to explain. Hosted by Maartje Bus (⁠https://x.com/maartjebus⁠) Written and Produced by Steve Bichimer Based on "⁠Navigating DePINs Energy Sector, by Dylan Bane Follow ⁠Messari on Twitter⁠ Follow ⁠Unqualified Opinions on Spotify⁠ Follow ⁠Unqualified Opinions on Apple Podcasts⁠ ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Ask Messari Copilot "How does Pirate Nation use crypto incentives?" Web3 gaming hit new heights in October 2024, recording nearly 8 million daily onchain active addresses. But most games are still only partially onchain, due to scalability challenges. Pirate Nation, a fully-onchain game, seems have solved some of these problems, processing over 350M transations across more than 300k active addresses. Will this be the first fully-onchain game to break out? Chris Davis has the answer. Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "X Marks The Spot", by Chris Davis Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqualified Opinions on Apple Podcasts ____ Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference. Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters. Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding. ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

Ask Messari Copilot "Please give me an overview of Andrena and DAWN" Neil Chatterjee, CEO of Andrena joins the Messari Research team to talk about DAWN, which stands for "Decentralized Autonomous Wireless Network". DAWN is a decentralized protocol designed to bootstrap and orchestrate multi-gigabit, user-powered mesh networks, initially powering fixed wireless home internet. This approach allows anyone to contribute wireless coverage and bandwidth to a city-wide network, democratizing Internet access in a manner similar to how solar panels democratize energy production. The Fully Diluted Podcast with Messari Research brings you insightful, no-hype takes on what actually drives value in crypto. Subscribe to get weekly episodes with the best builders and researchers in crypto. 00:00 Intros & Approach 11:05 Infrastructure & Integration 17:11 Market Opportunity 22:08 Medallions & Economic Model 31:56 Future of Fiber Optics 35:10 Crypto Speed Round Hosted by Dylan Bane & Kinji Steimetz of Messari Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqualified Opinions on Apple Podcasts ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.