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Messari's Unqualified Opinions

Messari
Cryptocurrency
Solana
Depin
Ethereum
Polymarket
Prediction Markets
Defi
Social Fi
Climate Change
Aave
Uniswap
Decentralized Finance
Crypto Fundraising
Openai
Economic Security
Stablecoins
Coinbase
Sanctum
US Elections
Mainnet Conference

Crypto has real use cases - now. Learn about them here.

PublishesTwice weeklyEpisodes210Founded7 years ago
Number of ListenersCategory
Technology

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Artwork for Messari's Unqualified Opinions

Latest Episodes

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 Opinions, Messari Research Analysts Sam and Qorban are j... more

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 development into an open, incentive-driven competition (... more

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 peak despair in 2025

- Why Arbitrum and Base are... more

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 separated from the rest of the market, how Hyper... more

Key Facts

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Recent Guests

Eric Chen
Co-founder and CEO of Injective
Injective
Episode: Injective: The Finance L1 — MEV-Resistant, Pre-IPO Perps, EVM | Fully Diluted with Messari Research
Anthony Yim
One of the early engineers of Venmo and expert in payments
Artemis
Episode: Stablecoins Are Changing Global Payments – Artemis' Anthony Yim| Fully Diluted with Messari Research
Lily Liu
President of Solana Foundation and a seasoned expert in the crypto space since 2013.
Solana Foundation
Episode: PayFi Deep Dive With Huma and Solana | Fully Diluted with Messari Research | Unqualified Opinions
Richard Liu
Co-founder and co-CEO of Huma Finance, with a strong background in crypto and payments.
Huma Finance
Episode: PayFi Deep Dive With Huma and Solana | Fully Diluted with Messari Research | Unqualified Opinions
Tory Green
Co-founder and CEO of IO.net
IO.net
Episode: Disrupting Cloud Computing: Meet io.net
Alireza Ghods
Co-founder of Natix, specializes in localization algorithms and has a background in autonomous vehicle technology.
Natix
Episode: Mapping & Autonomous Vehicles with Alireza Ghods & Ulrik Lages (Natix) | Fully Diluted with Messari Research
Ulrik Lages
Co-founder of Natix, has over 20 years of experience in autonomous driving and LIDAR technologies.
Natix
Episode: Mapping & Autonomous Vehicles with Alireza Ghods & Ulrik Lages (Natix) | Fully Diluted with Messari Research
Rob Solomon
Co-founder of DIMO, focused on mobility and driver data
DIMO
Episode: Unlocking the Future of Connected Mobility With Rob Solomon, co-founder of DIMO | Fully Diluted with Messari Research
Rich DeVaul
Co-founder and CEO of XNet
XNet
Episode: Revolutionizing Decentralized Wireless Networks with Rich DeVaul, co-founder and CEO of XNet | Fully Diluted with Messari Research

Hosts

Matthew Nay
Host who focuses on various dimensions of cryptocurrency and investment strategies, offering insights into market dynamics and trends.
Dylan Bane
Host with a knowledge of blockchain technology, investing, and market trends, often featuring guests with expertise in these areas.

Reviews

4.5 out of 5 stars from 50 ratings
  • High profile guests

    Ryan brings us the best of the best, he asks the right questions and allows everyone to answer without interruption. Pomp was my most important crypto podcast, now its second in place.

    Apple Podcasts
    5
    Ali S Algaheim
    United States6 years ago
  • Great podcast

    One of my favorite crypto podcasts

    Apple Podcasts
    5
    Ckim198734
    United States6 years ago
  • Excellent content

    I’m new to the show, impressed with the content so far. I look forward to new episodes and digging into the archive. Thanks!

    Apple Podcasts
    5
    Kieran Alexis
    United Kingdom6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the high-profile guests and the depth of expertise shared in discussions.
Many find the content engaging and informative, helping them navigate the complexities of the crypto world.
There is a strong positive sentiment around the insights provided on cryptocurrency use cases.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#245
United Kingdom/Technology
Apple Podcasts
#60
Ireland/Technology

Talking Points

Recent interactions between the hosts and their guests.

State of Crypto AI, Monad & L1s: Where We Really Are in the Cycle | Messari's Fully Diluted
Q: What do you think of the recent decentralized capital formations?
We've seen a rise in decentralized platforms like Jupiter, which allow for transparent token offerings and community involvement.
State of Crypto AI, Monad & L1s: Where We Really Are in the Cycle | Messari's Fully Diluted
Q: How big are these models relative to the state of the art?
They're capable of rollouts asynchronously and can handle models with up to 40 billion parameters.
Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Messari's Fully Diluted
Q: What's your advice for someone looking to break into VC?
Writing clearly and articulately about your opinions and ideas is crucial, as is having a unique skill set that adds value to the companies you work with.
Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Messari's Fully Diluted
Q: Where do you see potential for breaking into new markets or technologies?
There are untapped opportunities to transform data-poor domains into data-rich ones, paving the way for new AI-related applications and business models.
Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Messari's Fully Diluted
Q: How do you think about first principles and how do you go about that process in your own investing?
First principles thinking requires us to break down the problem and understand what crypto enables uniquely in terms of market and money structure. We focus on categorizing networks and assessing their unique requirements for capital formation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Social Media Reach

Frequently Asked Questions About Messari's Unqualified Opinions

What is Messari's Unqualified Opinions about and what kind of topics does it cover?

The content is focused on current developments and trends within the cryptocurrency space, emphasizing practical use cases of blockchain technology and its implications for various industries. Episodes often feature discussions about emerging projects, technological advancements, decentralized finance, and the economic impacts driven by cryptocurrencies. With a blend of expert interviews and analysis, there's a strong educational component that appeals to listeners wanting to navigate the complexities of the crypto landscape. Unique insights from industry leaders provide listeners with the knowledge needed to understand how crypto can create real value today, making it a crucial resource for anyone invested in or curious about the future of... more

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Which podcasts are similar to Messari's Unqualified Opinions?

These podcasts share a similar audience with Messari's Unqualified Opinions:

1. Empire
2. Unchained
3. Bankless
4. On The Brink with Castle Island
5. The Breakdown

How many episodes of Messari's Unqualified Opinions are there?

Messari's Unqualified Opinions launched 7 years ago and published 210 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Messari's Unqualified Opinions?

Recent guests on Messari's Unqualified Opinions include:

1. Eric Chen
2. Anthony Yim
3. Lily Liu
4. Richard Liu
5. Tory Green
6. Alireza Ghods
7. Ulrik Lages
8. Rob Solomon

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