最高の Unqualified Opinion ポッドキャスト (2024)

1
Ani Pai (Dragonfly) and Mahesh Ramakrishnan (EV3) on Investing in DePIN | Fully Diluted with Messari Research 39:14

7d ago39:14

39:14

Ask Messari Copilot "Please list the investments that Escape Velocity and Dragonfly have made together." 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 & DePIN Trends 09:22 St…

1
Omer Goldberg (Chaos Labs) on Risk Management | The Protocol Services Podcast with Jack Purdy 38:38

9d ago38:38

38:38

Ask Messari Copilot: "What services does Chaos Labs provide?" Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need. Today's guest is Omer Goldberg from Chaos Labs. Learn more about Messari Protocol Services at https://messari.io/prot…

1
Jim Hiltner (Superstate) on RWA's | Fully Diluted with Messari Research 32:07

13d ago32:07

32:07

Ask Messari Copilot "Give me a summary of Superstate's offerings." 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 03:53 Recent Growth of Tokenized Treasuries 09:41 Short-Term …

1
GEODNET Deep Dive with Dylan Bane | The Story 16:41

15d ago16:41

16:41

Ask Messari Copilot "What is GEODNET's fundraising history?" GEODNET has over $1m in annualized revenue, 2x as many supply-side nodes as its incumbent competitor, and the lowest device payback period in DePIN - and gets very little attention in crypto discourse. Dylan Bane is here to change that. Hosted by Maartje Bus (https://x.com/maartjebus) Wri…

1
Matt Dobel (Gauntlet) | The Protocol Services Podcast with Jack Purdy 38:49

17d ago38:49

38:49

Ask Messari Copilot: "What services does Gauntlet provide?" Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need. Today's guest is Matt Dobel from Gauntlet. Learn more about Messari Protocol Services at https://messari.io/protocol-se…

1
All Things Fundraising (AI, DePIN, APAC) with Andrew Dyer | The Story 15:34

22d ago15:34

15:34

Ask Messari Copilot "What were the largest AI fundraises in Q3 2024?" Crypto fundraising in Q3 2024 was something of a mixed bag. But there were important developments in AI, DePIN and the APAC region. Andrew Dyer is here to break it all down - and hand out some awards. Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve …

1
Abhay Kumar (CEO, Helium Foundation) and Mario Di Dio (GM of Network, Nova Labs) on Carrier Offload 32:45

23d ago32:45

32:45

Ask Messari Copilot "Explain Helium's Carrier Offload offering." 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 05:05 Opportunities 09:40 Transitions 13:12 Services 19:22 Succ…

1
Luca Netz (Pudgy Penguins) and Julian Holguin (Doodles) on Consumer Crypto | Fully Diluted Podcast 39:16

28d ago39:16

39:16

Ask Messari Copilot "Explain how Doodles and Pudgy Penguins use crypto to grow their brands." 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 04:49 Community 10:04 Global Audie…

1
The State of DeFi Q3 2024 with Kinji Steimetz | The Story 13:37

29d ago13:37

13:37

The headline numbers for DeFi weren't pretty in Q3 - and Kinji Steimetz isn't here to deny that. But there were some bright spots - and an honest take on Unichain. Ask Messari Copilot "What is Unichain?" Hosted by Maartje Bus (https://x.com/maartjebus) Written and Produced by Steve Bichimer Based on "State of DeFi Q3 2024", by Kinji Steimetz Follow…

1
Ronin's Rebirth with Chris Davis | The Story 16:03

1M ago16:03

16:03

Ask Messari Copilot "What are the most popular games on the Ronin chain in 2024?" In 2021, Ronin’s flagship game, Axie Infinity, propelled Web3 gaming into the global spotlight. But when the broader crypto market crashed in 2022, Axie’s highly inflationary token design was exposed, and users abandoned Axie Infinity, and to a large extent, Ronin its…

1
Anil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack Purdy 39:06

1M ago39:06

39:06

Ask Messari Copilot: "What services does Dephi Digital provide?" https://messari.co/4gOkure Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need. Today's guest is Anil Lulla from Delphi Digital. Learn more about Messari Protocol Serv…

1
Tether is More Profitable than Goldman Sachs with Andrew Dyer | The Story 19:46

2M ago19:46

19:46

Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 In Q2 of 2024, Tether reported a Net Income larger than Visa, MasterCard and Goldman Sachs - and with only 125 employees. Stablecoins are one of the primary crypto use cases that have ascended the realm of mere speculation. And as you’d expect…

1
Adrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack Purdy 37:20

2M ago37:20

37:20

Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 Introducing The Protocol Services Podcast with Jack Purdy! Bringing you insights and stories from specialist teams providing consulting, risk advisory, treasury management, strategic finance, and everything crypto protocols need. Today's guest…

1
Base and Aerodrome with Sunny Shi | The Story 13:37

2M ago13:37

13:37

Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 Like much of crypto, it’s been hard to paint a clear picture of Base this year. The Coinbase-developed layer 2 launched with high expectations, and by many metrics has certainly met them. But if you listen to Crypto Twitter, you may hear a muc…

1
The Impact of Token Unlocks on Markets with Andrew Dyer | The Story 13:21

2M ago13:21

13:21

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 time. But there’s still a fair amount of inconsistency in how these unlock schedules are designed - and ther…

1
DePIN for Home Internet with Dylan Bane | The Story 13:47

2M ago13:47

13:47

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 significantly on price in a material way. But as Dylan Bane explains, a new protocol called DAWN is using DePIN pr…

1
What Happens To RWAs When The Fed Rate Falls? with Kinji Steimetz | The Story 14:16

3M ago14:16

14:16

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 many hope that a new rate direction will usher in crypto's next bull market. But as Kinji Steimetz explain…

1
Why Nate Silver Joined Polymarket (Probably) with Sunny Shi | The Story 13:09

3M ago13:09

13:09

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? Sunny Shi dove deep into Polymarket and can now tell you how strong their non-politics volumes are performin…

1
DePIN Update + DePIN Summit Reactions with Dylan Bane | The Story 24:17

3M ago24:17

24:17

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 data points like revenue and DePIN ecosystem growth can be hard to consolidate, so it can be hard to know w…

1
How Crypto x AI Can Win with Seth Bloomberg | The Story 33:00

3M ago33:00

33:00

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 Google,, Microsoft, OpenAI, Amazon at every step of the AI value chain. However, as Seth Bloomberg explains, t…

1
Crypto 2024's Mixed Bag with Seth Bloomberg | The Story 23:37

4M ago23:37

23:37

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 concern. So as Seth Bloomberg explains, we stepped back and took stock of where each of the 3 crypto “majors” …

1
Solana's Next Growth Driver with Kinji Steimetz 16:03

4M ago16:03

16:03

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 liquidity problem for new liquid staked tokens. If they're successful, they could dramatically change how …

1
Coinbase's Latest Earnings Spoiler with Kunal Goel | The Story 19:32

4M ago19:32

19:32

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 future of Coinbase. Declutter Your Inbox. Use Messari Lite as your Daily News Feed (00:00) - Hire with Hirechai…

1
How DePIN Can Help Fight Climate Change with Dylan Bane | The Story 20:59

4M ago20:59

20:59

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 projects using DePIN principles are trying to more efficiently coordinate distributed resources - and may j…

1
A Guide to Stablecoin Yield in Summer 2024 with Kinji Steimetz | The Story 16:44

5M ago16:44

16:44

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 to do so, let alone compare them against each other. Join Kinji for his guide to finding stablecoin yield …

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