Messari's Unqualified Opinions
A Technology podcast
Messari's Unqualified Opinions
Episodes
Episodes of Messari's Unqualified Opinions
Mark All
Ask Messari Copilot: "What services does Dephi Digital provide?" https://messari.co/4gOkureBringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything cry
Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024In Q2 of 2024, Tether reported a Net Income larger than Visa, MasterCard and Goldman Sachs - and with only 125 employees. Stablecoins ar
Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024Introducing The Protocol Services Podcast with Jack Purdy!Bringing you insights and stories from specialist teams providing consulting
Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024Like much of crypto, it’s been hard to paint a clear picture of Base this year. The Coinbase-developed layer 2 launched with high expectat
One of the fundamentally unique pieces about crypto business models is the concept of token unlocks - or, the idea that rewards for contributions to the project, while fixed in total number, become available in large unlocks of sections over ti
Home internet ISP's like Comcast, Verizon and AT&T typically charge about 100x more for home internet access than what they buy it for wholesale. But due to a number of incumbent advantages, no competitor has been able to undercut them signific
Last week in Jackson Hole, US Fed Chair Jerome Powell gave the clearest indication yet that the Fed would decrease rates at its upcoming meeting in September. Crypto has seen a lot of development since the last decreasing rate environment, and
Polymarket has been growing at a breakneck pace ever since coverage of the US election heated up - but that’s not a surprise. Traffic, search engineer interest, volumes, will almost certainly drop after the election is over. But by how much?Sun
DePIN has been one of the fastest growing narratives in crypto over the last 12 months. Fundraising volumes so far this year are nearly 4x what they were for all of 2023, and total market cap is up 5x compared to last year. But details on key d
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 Goog
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 conc
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
For the past year, Messari's Kunal Goel has been consistently more accurate than most analysts at predicting Coinbase's Quarterly Earnings. Listen in as he discusses how he does it, and what his latest expected earnings tell him about the futur
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 p
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
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
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 outsid
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 ma
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
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: Coindes
OpenAI's spring product updates may have underwhelmed those who were hoping for a GPT-5. But as Seth Bloomberg explains, the updates show OpenAI's commitment to the rapidly growing Consumer AI sector - and give a potential preview into how open
Industry fundraising data isn't a guarantee of future innovation - but as Patryk Krasnicki explains, an examination of the data can give some indication of what founders and investors think is most critical to build in the volatile crypto indus
Many "innovations" in social media turn out to be short-term fads. But as Toe Bautista explains, builders in the "SocialFi" industry are coming forward with products that change how apps are built and creators make money - changes to the underl
Real World Assets, or putting the core pieces of the world's existing financial system like cash, treasuries, and real estate on-chain, have long been touted as a use case that would make these assets significantly more useful. But so far, stab
Four years ago, Ethereum co-founder Vitalik Buterin laid out his vision for the network's scalability driven by rollups, and that vision has largely come to fruition. But as Seth Bloomberg explains, those rollups are now running into scalabilit
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