
Messari's Unqualified Opinions
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Latest episodes

Aug 7, 2024 • 33min
How Crypto x AI Can Win with Seth Bloomberg | The Story
The idea of Crypto x AI (or, decentralized AI) is great - build the infrastructure of AI tool in public, and incentivize its coordination via tokens. But the reality is the Crypto x AI ecosystem as a whole is competing - directly - against Google,, Microsoft, OpenAI, Amazon at every step of the AI value chain.However, as Seth Bloomberg explains, there are a few fundamental features of Crypto x AI that gives some insight into how, and where, Crypto x AI can succeed.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:01) - Mainnet is Coming!
(03:01) - How Crypto x AI Can Win
Hosted by Maartje Bus (https://x.com/maartjebus)Produced by Steve BichimerBased on "Dissecting the Intersection of AI and Crypto", by Seth Bloomberg (https://x.com/bloomberg_seth)Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____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.

Jul 31, 2024 • 24min
Crypto 2024's Mixed Bag with Seth Bloomberg | The Story
We’re now more than halfway through 2024 - and on a macro level, to be honest, most of us at Messari research aren’t really sure what to make of crypto this year. Bitcoin, Ethereum and Solana all have reasons for optimism - and reasons for concern. So as Seth Bloomberg explains, we stepped back and took stock of where each of the 3 crypto “majors” are - and what narratives we think might drive crypto for the rest of 2024.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:03) - Mainnet is Coming!
(03:03) - Crypto's Mixed Bag
Hosted by Maartje Bus (https://x.com/maartjebus)Produced by Steve BichimerBased on "Living In Interesting Times", by Seth Bloomberg (https://x.com/bloomberg_seth)Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____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.

Jul 24, 2024 • 16min
Solana's Next Growth Driver with Kinji Steimetz
Over the past year, Solana has been growing at a breakneck pace by any measure. But one vertical may be underperforming - liquid staking. As Kinji explains, one project, Sanctum, is setting out to change that - by trying to help the cold start liquidity problem for new liquid staked tokens. If they're successful, they could dramatically change how quickly these new LST's can scale.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:04) - Mainnet is Coming
(03:04) - Solana's Next Growth Driver
Hosted by Maartje Bus (https://x.com/maartjebus)Produced by Steve BichimerBased on "Head in the Clouds", by Kinji Steimetz (https://x.com/SteimetzKinji)Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____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.

Jul 17, 2024 • 20min
Coinbase's Latest Earnings Spoiler with Kunal Goel | The Story
Kunal Goel, a sharp analyst from Messari known for his precise predictions about Coinbase's earnings, shares insightful strategies in this conversation. He explains how he uses on-chain data to forecast Coinbase's revenue, tapping into the company’s evolving business model. Kunal highlights the importance of the upcoming Mainnet conference and dives into revenue resilience amidst market volatility. He also discusses Coinbase's innovative developments, including the Smart Wallet, offering a glimpse into the future of the company.

Jul 10, 2024 • 21min
How DePIN Can Help Fight Climate Change with Dylan Bane | The Story
Since signing the Paris Agreement almost 10 years ago, carbon credit systems have emerged as the go-to method for reducing global CO2 emissions - but their adoption as been slowed by coordination challenges. As Dylan Bane explains, new crypto projects using DePIN principles are trying to more efficiently coordinate distributed resources - and may just be the catalyst the energy industry needs to reach the Paris Agreement's goals.Declutter Your Browser. Use Messari Lite as your personalized crypto news feed.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:52) - Mainnet is Coming!
(03:51) - How DePIN Can Help Fight Climate Change
Hosted by Ryan Selkis (https://twitter.com/twobitidiot)Written and Produced by Steve BichimerBased on "DePIN's Glow Up: Incentivizing the Deployment of Solar Farms", by Dylan Bane (https://x.com/dylangbane)Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____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.

Jun 26, 2024 • 17min
A Guide to Stablecoin Yield in Summer 2024 with Kinji Steimetz | The Story
Stablecoins have proven to be one of crypto's strongest early killer apps. But as Kinji Steimitz explains, this utility has led to a massive number of new ways to earn yield on stablecoins - making it difficult to know what all the options are to do so, let alone compare them against each other. Join Kinji for his guide to finding stablecoin yield in Summer 2024.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:04) - Mainnet is Coming!
(03:04) - Kinji's Guide to Stablecoin Yield
Hosted by Ryan Selkis (https://twitter.com/twobitidiot)Written and Produced by Steve BichimerBased on "Dude, Where's My (Stablecoin) Yield", by Kinji Steimetz (https://twitter.com/SteimetzKinji)Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____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.

Jun 19, 2024 • 23min
The Importance of Cryptoeconomic Security: A Debate with Kunal Goel & Peter Horton | The Story
Historically, blockchain validators have been rewarded for their work with native tokens of the blockchain in question. But the ongoing revolution in smart contracts has created opportunities for blockchain validators to generate revenue outside of the protocol - which as Kunal Goel and Peter Horton explain has prompted a large-scale discssion on how to measure a chain's security, and what role economic security plays in that measurement. (00:00) - Hire with Hirechain
(00:40) - Intro
(02:24) - Mainnet is Coming!
(03:24) - Cryptoeconomic Security: A Debate
Hosted by Ryan Selkis (https://x.com/twobitidiot)Produced by Steve BichimerBased on "Economic Security and its Memes", by Kunal Goel (https://twitter.com/kunalgoel) & Peter Horton (https://x.com/ph0rt0n)Powered by Eleven Labs Voice AIFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____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.

Jun 12, 2024 • 21min
AO and Arweave's Unique Approach to Modularity with Seth Bloomberg | The Story
When the crypto world turns its hype machine on one particular topic, like modularity, it can be rare to come across a truly unique approach. But as Seth Bloomberg explains, AO and Arweave have done just that, laying out an architecture that may inform the modular crypto infrastructure economy for many cycles to come.(00:00) - Hire with Hirechain
(00:40) - Intro
(02:58) - Mainnet is Coming!
(03:58) - AO, Arweave, and Modularity
Hosted by Ryan Selkis (https://x.com/twobitidiot)Written and Produced by Steve BichimerBased on "Arweave, AO and AI-Modular Framework with Flexible Security", by Seth Bloomberg (https://twitter.com/kunalgoel)Powered by Eleven Labs Voice AIFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____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.

Jun 5, 2024 • 11min
What Polymarket's Growth Reveals about the Future of Prediction Markets with Kunal Goel | The Story
Prediction markets always see an increase in activity in an election year - and this year is no different. But as Kunal Goel explains, for crypto-based prediction markets like Polymarket this increase in growth is an opportunity to explore what other uses besides betting these markets can serve. (00:00) - Hire with Hirechain
(00:40) - Intro
(02:49) - Mainnet is Coming!
(03:49) - The Future of Prediction Markets
Hosted by Ryan Selkis (https://x.com/twobitidiot)Written and Produced by Steve BichimerBased on "Going Poly-market", by Kunal Goel (https://twitter.com/kunalgoel), Kinji Steimetz (https://twitter.com/SteimetzKinji), and Nikhil Chaturvedi (https://twitter.com/NikhilChatu)Powered by Eleven Labs Voice AIFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979____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.

Jun 3, 2024 • 27min
Ryan Selkis and Marvin Ammori of Uniswap Labs Debate Politics and Crypto
In this Special Episode, Ryan Selkis and Marvin Ammori of Uniswap Labs debate the best approach to advance crypto in today's political climate. This debate happened at Consensus 2024, and was moderated by Zack Seward of Coindesk.Credit: CoindeskFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979This 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.