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Recent Episodes
Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference
In episode 21 of Messari's Shoot the Sh*t Pod, host Alex is joined by analysts Hayden, Dillon, and Qorban to break down the most important moves happening across DeFi, derivatives, and on-chain AI.…
How USD.AI Disrupts Private Credit with On-Chain GPU Financing
Conor Moore, co-founder and COO of USD.AI, joins Messari's Fully Diluted podcast to discuss the emerging on-chain credit market for GPU-backed loans. USD.AI provides financing for neoclouds and AI…
Will Prediction Market Volumes Continue to Grow? Bull vs Bear Case | Messari Fully Diluted
The Messari team analyzes prediction markets after the Super Bowl drove record volumes across Kalshi and Polymarket. With $6.2 billion in weekly volume split between sports betting and political…
The Electric Dollar: How Stablecoins Will Finance AI's Future
Dylan Bane sits down with Anirudh from Robot Ventures to discuss a provocative thesis: stablecoin issuers could become the marginal buyers of US debt, helping finance the explosive growth of AI…
DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted
The Shoot the Sh*t Podcast #19 dives deep into DePIN's real state in 2026. While token prices are down dramatically, revenue is surging and networks are becoming genuinely profitable. InfraFi emerges…
The Secret to Tron’s Rapid Adoption in Emerging Markets
Sam Elfarra, Community Spokesperson at TronDAO, reveals how Tron’s first-mover advantage on USDT has created a liquidity revolution in emerging markets, making crypto accessible to the unbanked and…
How Dabba Scaled from 1K to 75K WiFi Hotspots in 18 Months | Messari Fully Diluted
Dabba is building the future of connectivity in India through decentralized physical infrastructure on the Solana blockchain. This episode of Fully Diluted features founder Karam Lakshman discussing…
State of DePIN 2025 | Fully Diluted
In this episode of Fully Diluted, Messari’s Dylan Bane sits down with Sal Gala, co-founder and managing partner at Escape Velocity Ventures, and Connor Lovely, founder at Proof of Coverage Media, to…
Drones x DePIN: Spexi and LayerDrone Are Building a Global Spatial Data Network | Fully Diluted
Drones, not satellites, might power the next generation of maps and spatial AI. In this episode of Fully Diluted, Messari’s Dylan Bane sits down with Alec Wilson, COO of Spexi and founding…
Exploring Railgun: The Future of Crypto Privacy | with Messari Research
Join us for another episode of Fully Diluted with Messari Analysts Matthew Nay, Sam Ruskin, Qorban Ferrell, and Jake Koch-Gallup.This week, we explore Jake's insightful analysis of RAILGUN, a…
Consumer Crypto 2026: Prediction Markets, Wallet Wars & the Next Speculative Cycle | Fully Diluted
Prediction markets may be the first real breakout product for consumer crypto—and they’re only getting started.In this episode of Messari’s 2026 Theses consumer series, we’re joined by Tulip King and…
Theses 2026 on DeFi: Perps & Equity Perps, Prediction Markets, Stablecoin Yield w/ Messari Alumni
Perps are leveling up from a crypto-native niche into a global trading primitive—and equity perps may be the breakout narrative of 2026. In this year-in-review episode of Messari: Unqualified…
Theses 2026: Crypto x AI – Why BitTensor Could Be the “Bitcoin of Open AI Competition” | Fully Diluted with Messari Research
In this episode, Dylan, Sami and Seth break down why crypto + AI isn’t just a moral counterweight to Big Tech—it’s a faster innovation engine. They explain how BitTensor’s subnet model turns AI…
Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange | Messari's Fully Diluted
Messari’s Theses 2026 multi-chain roundtable breaks down who’s really winning the L1 / L2 wars and what that means for the next cycle.The Enterprise team dives into:- How Ethereum clawed back from…
State of Crypto 2026: Winners, Losers, and Big Bets for the Next Cycle | Messari's Fully Diluted
In this episode of the Messari Thesis Podcast, the Enterprise research team recaps the wild year that was 2025 and lays out their highest-conviction bets for 2026. We dig into why Bitcoin has clearly…
State of Crypto AI, Monad & L1s: Where We Really Are in the Cycle | Messari's Fully Diluted
How much of “crypto AI” is still just narrative—and how much is finally real?In this episode, Messari’s Enterprise team unpacks findings from Messari’s newly released State of AI Report and what they…
Swarm Intelligence & Crypto AI: Inside Fortytwo’s Decentralized Inference Network | Fully Diluted
What if the smartest AI didn’t live in a hyperscale data center—but across millions of everyday devices?In this episode, Chris Davis sits down with Ivan Nikitin, co-founder of Fortytwo, an AI network…
Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Messari's Fully Diluted
In this episode, Messari's Chris Davis sits down with Shayon Sengupta, Partner at Multicoin Capital, to unpack how crypto-native markets are reshaping everything from wireless networks and AI compute…
Rewiring Crypto: How DoubleZero Builds a High-Speed Network for Solana & Beyond | Fully Diluted w/ Messari Research
The public internet wasn’t built for high-performance blockchains.In this episode of Fully Diluted, Messari’s Dylan Bane and Matthew Nay sit down with Austin Federa, co-founder of DoubleZero, to…
Monad Mainnet Is Here: The Fastest EVM Chain Goes Live | Fully Diluted with Messari Research
Monad is gearing up for one of crypto’s most anticipated launches — a high-speed, censorship-resistant L1 built to merge scalability with true decentralization. In this episode of Fully Diluted,…
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Messari's Unqualified Opinions has published 221 episodes since March 2019, covering topics in Technology.
Messari's Unqualified Opinions is currently highly active with new episodes weekly. Average episode length is 41m.
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