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Messari's Unqualified Opinions

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

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

PublishesWeeklyEpisodes222Founded7 years ago
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Technology

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Latest Episodes

In this episode of the Messari Fully Diluted, Research Analyst Eric Minookian sits down with KF, co-founder of EdgeX, to break down the State of EdgeX Q4 2025 report. The conversation covers EdgeX's explosive growth in TVL, perp trading volume, and f... more

In episode 21 of Messari's Fully Diluted, Alex Beaudry is joined by analysts Hayden Booms, Dillon Shirley, and Qorban Ferrell to break down the most important moves happening across DeFi, derivatives, and on-chain AI. The team dives deep into Hyperli... more

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 infrastructure companies, competing directly with tra... more

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 markets, the question is whether this represents a loca... more

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Recent Guests

Conor Moore
Co-Founder and COO at USDAI
USDAI
Episode: How USD.AI Disrupts Private Credit with On-Chain GPU Financing
Sam Elfarra
Community spokesperson at TronDAO
TronDAO
Episode: The Secret to Tron’s Rapid Adoption in Emerging Markets
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

Hosts

Dylan Bane
Host with multiple affiliations across Messari projects; frequently appears as a central figure in discussions about Fully Diluted and related shows.
Matthew Nay
Co-host involved in Shoot the Shit Pod and related shows; tied to crypto media and research.

Reviews

4.5 out of 5 stars from 52 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.

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!
Great podcast,One of my favorite crypto podcasts
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.

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Talking Points

Recent interactions between the hosts and their guests.

The Electric Dollar: How Stablecoins Will Finance AI's Future
Q: Do you see central banks needing access to on-chain liquidity?
International relations dynamics could lead to greater reliance on stablecoins for liquidity.
The Electric Dollar: How Stablecoins Will Finance AI's Future
Q: Where do you see Crypto VC right now?
There's lower activity on the venture side, but mixed results with some excitement.
DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted
Q: What does this mean, HIP3 wise and just for Hyperliquid itself?
Hyperliquid is outperforming while crypto prices are tanking, indicating high quality liquidity sourcing towards volatility, whether it's from crypto or other assets.
DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted
Q: Dylan, I covered Helium right for our quarterlies, and you see a lot of the metrics, like daily users are at 1.7 a day doing 67 terabytes per day. Is there a way for them to move into those other two categories or ways around this?
Helium isn't really CapEx Lite. However, it can do targeted expansion in high value areas, mostly like very urban areas that are cities, and you could have a dense infrastructure network.
Will Prediction Market Volumes Continue to Grow? Bull vs Bear Case | Messari Fully Diluted
Q: Will total notional volume across these platforms grow from here through the end of the year?
Opinions varied, with some predicting a local top and others expecting significant growth driven by midterm elections and other events.

Audience Metrics

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Frequently Asked Questions About Messari's Unqualified Opinions

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

A high-signal crypto podcast that covers a broad range of market-moving topics, from on-chain financing and DeFi infrastructure to prediction markets, stablecoins, and AI-enabled finance. Episodes frequently center on new financial primitives, innovative funding mechanisms, and the evolving regulatory and liquidity landscape, often with a focus on practical applications of crypto tech in real-world markets. A notable strength is the willingness to discuss both the macro implications (institutional adoption, policy) and the micro mechanics (tokenomics, yields, and system design) through accessible interviews and panel-style conversations. This blend makes it likely to appeal to crypto professionals, researchers, developers, and finance-focus... 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. The a16z Show
2. The Peter McCormack Show
3. All-In with Chamath, Jason, Sacks & Friedberg
4. The Defiant - DeFi Podcast
5. Unchained

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

Messari's Unqualified Opinions launched 7 years ago and published 222 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. Conor Moore
2. Sam Elfarra
3. Eric Chen
4. Anthony Yim
5. Lily Liu
6. Richard Liu
7. Tory Green
8. Alireza Ghods

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