Эпизоды
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We're back with Episode 4 of Shoot the Sh*t Fully Diluted Podcast, where the Messari Enterprise team dives deep into what’s fueling crypto’s recent momentum.
Join Matthew Nay and the Enterprise team (Sunny Shi, Kinji Steimetz, Andrew Dyer, Chris Davis & Dylan Bane) as they shoot the sh*t about:
🔹 Macro trends: BTC’s outperformance, S&P's rally, and tariff drama between the US and China.
🔹 AI subnets & decentralized training: BitTensor’s shoots, gradients, and more.
🔹 Ethereum’s L1 scaling push: Is this the turnaround moment for ETH?
🔹 Stablecoin meta: Mastercard x Circle, Ripple’s rumored bid for Circle, and more.
🔹 Hyperliquid flywheel: HIP3, staking incentives, and why it might be the next top-10 protocol.
🔹 Onchain activity check-in: Launchpad wars, NFT grinds, and Treeverse MMOs.
This one’s jam-packed. Whether you’re macro-curious, AI-obsessed, or just tracking new alt metas—there’s alpha for everyone.
💡 Ask Messari Copilot: What would it take for Ethereum L1 to recapture DeFi mindshare from L2s and alt L1s—performance, incentives, or something entirely different?
✨ See Copilot's Response: https://messari.io/copilot/share/ethereum-l1-defi-comeback-bebd6c1a-a97f-49d2-98c4-136ca02b558c
00:44 Introductions
1:10 Market Sentiment
15:48 Ethereum Foundation
25:11 AI Adoption
36:57 DePIN Projects
39:45 Energy & Crypto
41:31 Crypto Payments
56:15 EVM Innovations
1:05:10 On-Chain Projects
1:12:08 Conclusion
Hosted by Matthew Nay of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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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.
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What’s really holding crypto back? It’s not infrastructure—it’s product.
In this episode of Fully Diluted, Hivemapper CEO Ariel Seidman joins Messari’s Dylan Bane to unpack the deep infrastructure powering Hivemapper’s decentralized global map—and why real utility, not hype, is the key to crypto’s next chapter.
0:50 Introductions
4:02 HiveMapper Intro
12:13 Market Demand
18:55 Token Model
29:20 Regulation & Adoptio
36:05 Crypto Culture
38:56 App Layer & Roadmap
46:04 Conclusion
Hosted by Dylan Bane of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979
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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.
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Пропущенные эпизоды?
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In this episode of Fully Diluted, Pranav Kanade and Wyatt Lonergan from VanEck Digital Assets are joined by Kinji Steimetz and Dylan Bane from Messari to explore the evolution of crypto beyond speculation.
They dive deep into tokenization, stablecoins, the rise of real-world assets (RWA), and how stablecoin-powered infrastructure could reshape global payments and financial access.
The conversation spans market structure reforms, the future of tokenized equities, the critical path for Deepin networks, and the competitive dynamics among base layers like Solana and MegaETH.
Learn why the industry's future success depends not on better casinos—but on rewarding real, productive innovation.
0:46 Introductions
5:41 Stablecoin Use
15:53 Tokenized Assets
23:33 On-Chain Limits
28:15 DePIN Infrastructure
44:53 Base Layers
51:24 Conclusion
Hosted by Kinji Steimetz and Dylan Bane of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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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.
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We're back with Episode 3 of Shoot the Sh*t Pod — and this one’s stacked.
Join Matthew Nay and the Enterprise team (Sunny Shi, Kinji Steimetz, Andrew Dyer, Chris Davis & Dylan Bane) as they dive into:
🔹 Real-time blockchains: MegaETH is setting a new bar.
🔹 AI Roasting & CT Drama: AIXBT is back on its BS, targeting Sunny in a wild Twitter roast.
🔹 Macro madness: Talking stagflation risks, Fed policy, and market sentiment.
🔹 Token volatility: What happened with Mantra?
🔹 Content coins vs. memecoins: The Base/Zora launch sparked a frenzy.
🔹 Gaming onchain: MegaETH’s Crossy Road-style demo shows what fast infra can unlock.
🔹 Decentralization vs. performance: Where are devs and users really drawing the line in 2025?
00:00 Introductions
1:05 AI Roasting
4:23 Macro Environment
20:20 Token Volatility
30:46 Tokenization & Utility
48:54 Decentralization
51:51 Conclusion
Hosted by Matthew Nay of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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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.
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Ask Messari Copilot: How can decentralized protocols change the economics of R&D in science and AI?
See Copilot's Response: https://messari.io/copilot/share/decentralizing-r-d-economics-069debfe-3e9a-4281-8c5c-442e829d94b5
How do we incentivize the next great algorithm? Why does open-source AI matter more than ever in a world of geopolitical tension and centralized power?
In this episode, we dive deep with John Fletcher—physicist, mathematician, and creator of The Innovation Game—to explore a decentralized protocol for algorithm development, the future of AI scaling, and how crypto can align incentives for global innovation. From AI arms races to source separation in music production, this conversation spans the spectrum of science, strategy, and society.
Read Their Recent Blog To Learn More: https://medium.com/@tigfoundation/the-innovation-game-how-a-market-for-open-algorithms-sets-science-free-b2eb6abcaa1e
00:50 Introductions
2:20 Protocol Basics
8:23 Algorithmic Use Cases
12:46 Historical Context
18:27 Open Source Challenges
24:47 Predictability
29:25 Scaling and Global Talent
36:08 Licensing
42:36 Geopolitics
50:42 Inspiration
53:37 Conclusion
Hosted by Chris Davis of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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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.
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Ask Messari Copilot: What are the most promising models for scaling DePIN infrastructure?
See Copilot's Response: https://messari.io/copilot/share/scaling-deepin-infrastructure-models-ffbd3d95-53c1-4cdc-98cd-58d36f43250a
In this week’s episode, the Messari Research team breaks down the latest market narratives—from DePIN’s growing pains to macro risks and app consolidation on Solana. We’re talking tariff chaos, Circle’s IPO delay, gaming tokenomics, and what we’re actually doing onchain during all the volatility.
The Analysts Discuss:
📡 DePIN Revenue: Can protocols like Helium, GEODNET, and Glowe scale?
📉 Macro: Tariffs, market uncertainty, and crypto relative strength
🏦 Circle IPO: Why it got delayed and what that means for stablecoins
🧬 Solana: Super apps, vertical integration, and the memecoin washout
🎮 Gaming: Token design, GUN launch fallout, and consolidation
🔬 Infra: MegaETH testnet and why infra still matters
🧪 Onchain Life: What the team’s farming, testing, and feeding (yes, Mega E-fluffs)
00:00 Introductions
1:06 Tariff Fallout
12:16 Circle IPO Delay
19:30 Superapp Thesis
28:07 State of Gaming
32:03 Cycle Analysis
38:22 DePIN Tokenomics
44:30 Current Interests
53:28 Conclusion
Hosted by Matthew Nay of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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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.
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Ask Messari Copilot "Which protocols have shown the strongest fundamentals this cycle despite underperforming in price?"
https://messari.io/copilot/share/evaluating-protocol-fundamentals-9ada2e1c-b1e5-4cd7-be67-dc24f483a0dc
In this episode, the Messari Enterprise team sits down for a candid conversation on where we are in the crypto market cycle—and where we might be headed.
We dive into:
🧠 How the market became too self-aware and what that means for future participation
📉 Why ETH and altcoins are underperforming—even with a strong BTC ETF backdrop
🏦 The real role of Bitcoin: risk-on asset or digital gold?
🧪 Narrative fatigue, ETF skepticism, and the memecoin-to-perps trading migration
🚀 What we're still bullish on: DPIN, Hyperliquid, product-led chains, and the long arc of self-custodyFrom macro outlooks and market structure to the memes that move markets, this is one of our most wide-ranging (and honest) conversations yet.
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
01:12 Crypto Market Narratives & Trends
10:55 Bitcoin & Ethereum Investment
22:16 Blockchain & Infrastructure
30:55 AI & Crypto Integration
36:07 DeFi, Liquidity & Trading Strategies
46:26 Future Predictions & Closing Thoughts
Hosted by Dylan Bane of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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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.
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Join Anyone and Messari's Dylan Bane as they explore the future of decentralized online privacy.
Anyone is building the largest internet-routing DePIN in the world: a modular privacy layer for any application to use seamlessly.
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.
Hosted by Dylan Bane
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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Join DeCharge Founder and CEO, Mohan Kuldeep Ponnada, Co-founder Dr. Prakash Kamaraj and Messari's Dylan Bane as they explore the future of energy: decentralized, autonomous, and on-chain.
DeCharge is leading the charge—literally—by building a global network of smart, autonomous EV chargers. With deployments already active in the U.S., Europe, and Asia, DeCharge is creating the infrastructure needed to support the rise of autonomous vehicles, drones, and decentralized physical AI (DePAI).
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.
Hosted by Dylan Bane
Follow Messari on Twitter: https://twitter.com/MessariCrypto
Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e
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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.
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Join FrodoBots Lab's Co-Founder Michael Cho and Messari's Dylan Bane and Kinji Steimetz as they explore how crypto-powered robotics and decentralized networks are unlocking real-world AI applications, from urban navigation to autonomous agents.
Learn how decentralized physical AI is solving bottlenecks in data collection, model validation, and hardware scalability—and why this space could be the next big wave in crypto.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
02:20 About Frodo and DePIN
04:28 Understanding Robotics & AI
19:18 Reward Incentives
24:21 Future of Robotics & AI
36:33 Challenges & Adoption
44:11 Data Collection & Validation
Hosted by Dylan Bane and Kinji Steimetz of Messari
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
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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.
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Join Markus Levin (Co-Founder of XYO) and Messari's Dylan Bane as they explore the evolution of proof of location and decentralized data verification.
Discover how XYO is bridging real-world data with blockchain through its proof-of-origin technology and vast global node network. Learn how the protocol is tackling challenges in location spoofing, tokenomics, and user adoption while scaling to new use cases like AI, gaming, and physical systems.
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
01:13 Protocol and Background
08:05 Data & Technology Trends
09:40 Tokenomics & Governance
17:19 User Experience (UX) & Adoption
20:19 Building on L1s and Future Plans
23:13 AI & Physical Systems
Hosted by Dylan Bane of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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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.
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Join Messari's CEO, Eric Turner, alongside Richard Liu (Co-Founder & Co-CEO of Huma Finance) and Lily Liu (President of Solana Foundation) as they explore the transformative potential of PayFi in crypto and traditional finance.
Discover how decentralized finance is reshaping cross-border payments, payment financing, and real-world financial applications. Learn why PayFi is more than just fast and cheap transactions—it's the future of a global, decentralized financial ecosystem.
Read the full PayFi report:
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.
00:30 Intros
09:35 PayFi
17:33 Solana
26:23 Arf
34:39 Future
Hosted by Eric Turner of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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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.
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Ask Messari Copilot "How could io.net's model impact cloud computing costs for businesses?"
https://messari.co/4jBFZgo
Tory Green, io.net's Co-Founder and CEO, join Messari Enterprise Analyst, Dylan Bane to discuss io.net and cloud computing.
io.net is revolutionizing the $2.5 trillion cloud computing industry by creating a decentralized network of underutilized GPUs. Think "Airbnb for compute power." Their innovative approach offers virtually unlimited scalability, lower costs (up to 10x cheaper), and improved performance. Backed by an impressive network of 300,000 GPUs and partnerships across 130 countries, io.net is making waves in AI, decentralized infrastructure, and beyond.
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.
00:52 Introduction to io.net & Its Purpose
05:29 Advantages of Decentralized Compute
13:15 io.net Token System
12:20 Partnerships & Collaborations
19:03 AI Agents & Compute Demand
21:50 Future Goals & Vision
Hosted by Dylan Bane of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
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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.
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Ask Messari Copilot "How will the adoption of USDD V2 and other innovations on Tron shape the network’s role in 2025?"
https://messari.io/copilot/share/future-of-tron-in-2025-e672ab43-3f6c-4309-b1c3-1b95f6842df8
Tron Founder Justin Sun joins Messari CEO Eric Turner to discuss Tron's Q4 achievements, including its 35% revenue growth and the burn of 415 million TRX making it deflationary.
Check out Messari's TRON Portal at tron.messari.io
Justin shares exciting updates on the launch of USDD V2, the role of AI agents in blockchain, and how Tron is positioning itself for long-term growth amidst a shifting regulatory landscape. They also discuss the importance of stablecoins, meme coins, and how innovation continues to drive adoption in the crypto space.
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.
00:37 Introduction
03:22 Stablecoin
06:50 Memecoin
10:38 U.S. Election
15:40 Future
Hosted by Eric Turner 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
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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.
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Ask Messari Copilot "What are the most promising opportunities in PayFi's future?"https://messari.io/copilot/share/exploring-payfi-s-future-opportunities-7240fa12-317e-4f2a-b764-d1787fe3e59a
Erbil Karaman, Huma Finance's Co-Founder and Tomer Weller, Stellar's CPO, join Messari CEO, Eric Turner, to discuss the PayFi Ecosystem and recently published Messari report.
Discover the PayFi ecosystem and its potential to revolutionize global payments, financing, and cross-border transactions. This conversation delves into real-world use cases, the PayFi stack, and the role of stablecoins and DeFi in shaping financial innovation. Tune in to hear more about the potential of blockchain to create seamless, efficient, and scalable payment systems.
00:00 Intros
02:53 What is Stellar?
04:17 What is PayFi?
06:42 Cross-border Payments and Stablecoins
11:54 Stablecoin & RWA Adoption
23:34 DeFi & PayFi Relationship
28:00 Most Exciting PayFi Use Case
33:56 Challenges and Headwinds
36:02 What is Arf?
39:20 Future
43:33 Ecosystem announcements
Hosted by Eric Turner of Messari
Follow Messari on Twitter: https://twitter.com/MessariCrypto
Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e
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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.
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Ask Messari Copilot "How will new stablecoin issuers shape global liquidity and adoption?"
https://messari.co/4jbR8nP
Anna Yuan, Perena's Founder and former Stablecoin Lead at Solana Labs, joins the Messari Research team to discuss the future of stablecoins. From the challenges of liquidity fragmentation to the role of agentic payments and real-world applications of stablecoins, Anna shares her expertise on the innovations shaping decentralized finance (DeFi).
Discover how stablecoins are transforming global markets, what’s driving their adoption, and the exciting new opportunities emerging in the space. Don’t miss this deep dive into the intersection of fintech, crypto, and stablecoins.
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
03:22 Crypto Trends and Surprises
08:33 Stablecoins & Adoption
11:52 User Growth & Market Strategies
23:19 Market Consolidation & Fungibility
24:52 CDP Systems & Development
28:58 Future Winners & Risks
Hosted by Andrew Dyer & Kinji Steimetz of Messari
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
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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.
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Ask Messari Copilot "How could AI-powered camera networks reshape industries beyond autonomous driving?" https://messari.io/copilot/share/transforming-industries-with-ai-camera-networks-f5a4a538-2ce6-4c1d-bdcb-c163adacd3a2
Alireza Ghods & Ulrik Lages, Natix's Core Contributors, join the Messari Research team to discuss mapping and autonomous vehicles.
Learn about the potential applications of their data for autonomous driving, smart cities, and beyond, as well as how Natix is leveraging blockchain technology and decentralized infrastructure to drive innovation.
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
01:12 Origins
09:03 Client?
15:25 Centralized Model Advantages?
19:56 Lessons on Natix Incentives
30:13 Autonomous Vehicle Service
41:41 Multichain Challenges?
45:24 Future
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
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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.
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Ask Messari Copilot "What were the top trends in the State of DePIN 2024?"
https://messari.io/copilot/share/depin-trends-2024-6bb67c3b-1d3d-4b39-8fc2-e95c585f0a4c
EV3's Sal Gala and BiP's Connor Lovely join the Messari Research team to take a deep dive into Messari's latest State of DePIN report.Join us as we explore predictions for 2025, groundbreaking AI-agent integrations, revenue growth in decentralized sectors, and the global impact of DePIN networks. From the rise of compute and energy protocols to visionary insights on AI-driven innovation, this conversation highlights how decentralized physical infrastructure is shaping our world.
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 Introductions
00:24 Origins
02:43 Growth
14:59 Agent vs Vitrualize
22:51 Partnership
28:09 Prediction
38:22 Decentralized Networks
44:28 Future
Hosted by Dylan Bane of Messari
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____
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.
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Ask Messari Copilot: "How is DIMO scaling its vehicle network and attracting developers in 2025?"
https://messari.io/copilot/share/scaling-dimo-s-vehicle-network-in-2025-f96147fb-d495-4975-b7d8-c99ab6e7cd2b
Join Dylan and Kinji as they sit down with Rob Solomon, co-founder of DIMO, to discuss how DIMO is revolutionizing vehicle connectivity through decentralized technology. From enabling seamless car data sharing to exploring use cases like usage-based insurance, EV charging insights, and even Pokémon Go-style apps, Rob breaks down DIMO's vision of creating an open, interoperable platform for mobility.
Learn how DIMO is tackling challenges like scaling globally, empowering developers, and integrating blockchain for seamless transactions. Don't miss insights into the massive potential of the mobility data market and what’s ahead for DIMO in 2025!
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 Introductions
00:55 Dimo Overview
06:30 Value Flow in Dimo
10:49 Growth Constraints
15:35 Blockchain
19:57 Autonomous Vehicles
25:26 Car Data
30:24 Roadmap
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
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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.
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Ask Messari Copilot: "How does XNet's D-WIN approach differ from Helium's?"
https://messari.io/copilot/share/comparing-d-win-and-helium-0d52047b-1db4-42e1-bc39-9a7a6da027d8
Join Dylan Bane and Kinji Steimetz as they dive into the future of decentralized wireless with Rich DeVaul, co-founder and CEO of XNet, on this episode of Fully Diluted.
Rich shares XNet’s groundbreaking approach to decentralized wireless (D-WIN), how they’re solving mobile coverage challenges with enterprise-grade solutions, and their mission to connect millions through innovative tokenomics and blockchain integration.
Highlights include:
🔹 The difference between XNet and Helium’s business models
🔹 How XNet is transforming mobile networks with cost-effective 5G deployment
🔹The shift to Solana and its impact on XNet’s operations
🔹Insights on tokenomics, governance, and decentralization in telecom
🔹The roadmap for 2025 and beyond
Discover how XNet is bridging the gap between legacy telecom and cutting-edge blockchain technology. Don’t miss this exciting discussion packed with insights on the future of decentralized wireless networks.
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 Introductions
00:57 Origins
08:24 Reducing Cost
20:42 Commercial Strategy
28:23 Why Solana?
32:20 Token Model
37:27 Integrating With Tech
51:22 Future
Hosted by Dylan Bane & Kinji Steimetz of Messari
Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow 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.
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