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Messari's Unqualified Opinions

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

Tokensoft CEO Mason Borda on Security Token Hurdles & Pathways to Growth

Security tokens have at times, been heralded as the next major phase of crypto adoption. Despite the surrounding hype, security tokens don’t have any actual trading volume to speak of. In this conversation, Tokensoft CEO Mason Borda discusses the hurdles that still remain for adoption and outlines the bullish case for security tokens over the next few years. Conservatively, he estimates that we could see $10M in security tokens trading hands each day by year end and that once the industry gets m...

May 19, 202051 min

Halving 2020: The Bitcoin Reformation with Tuur Demeester

Tuur Demeester is one of Bitcoin’s longest standing research analysts who’s been through all three halvings. In this conversation, he recalls how his study of financial history and subsequent worry about our financial system’s inflationary risks led him to a 2010 post from Satoshi laying out bitcoin’s value proposition as digital gold. He describes his first bitcoin bubble from $1 to $30 and the fears that existed during the first two halvings that weren’t present for the third. Tuur also states...

May 18, 202051 min

Halving 2020: Bitcoin Then & Now with Charlie Shrem

It doesn’t get much more OG than Charlie Shrem. Charlie’s been involved in bitcoin from the days where the community consisted of a couple hundred people on forum.bitcoin.org, created by Satoshi himself. In this conversion, we discuss both bitcoin and Charlie’s evolution throughout the years, from the first halving where many feared the protocol would break down, to Charlie’s imprisonment and eventual release. Early bitcoiners can enjoy the nostalgia of hearing Charlie recall the days where comp...

May 15, 202051 min

Layer 1 CEO Alex Liegl on the Institutionalization of Mining in America

Layer 1 is focused on converting “electricity into money” via highly efficient bitcoin mining facilities. Where mining has historically been concentrated in places with cheap and sometimes subsidized energy, Layer 1’s operations are currently focused in America: West Texas to be precise. Also counter to historical trends, Layer 1 is focused on working with regulators and the institutionalization of the mining space. In this conversation, CEO Alex Liegl provides insight into the economics of inst...

May 14, 202055 min

Halving 2020: Bobby Lee on Bitcoin in China & $100K BTC

Bobby Lee has witnessed the ascent of Bitcoin from a unique perspective relative to many in the west. In 2013, Lee was the CEO of BTCChina and dealt first hand with the CCP as they tried to come to grips with this strange new asset. In this conversation, he recalls bitcoin’s first bubbles, his foray in Bitcoin mining and the time the Chinese Communist Party instructed him to lower the price of bitcoin. He also calls for $100K Bitcoin over the next 6-8 months and demos his company’s new physical ...

May 13, 202030 min

Fireblocks CEO Michael Shaulov on Institutional Adoption and Stablecoin Disruption

Fireblocks is one of the hottest infrastructure companies in crypto, facilitating $30B in digital asset transfers to date and recently expanding its presence into Asia. In this conversation, CEO Michael Shaulov details how a $200M heist from the North Korean government led him to crypto, and ultimately founding a company whose technology secures and transfers billions for top exchanges and OTC desks. He describes the growing demand for stablecoins and the massive disruption is represents for the...

May 12, 202055 min

Bison Trails CEO Joe Lallouz on Crypto Infrastructure & Working With Libra

Bison Trails is an infrastructure-as-a-service company that allows anyone to run a node for multiple blockchains. This gives Bison Trails CEO Joe Lallouz the unique vantage point of seeing all of the major projects in the space at a granular level. Bison Trails is one of the founding members of the Libra Association who stuck around when top names were backing out due to regulatory pressure. In this conversation Joe discusses the origins of the company, how they select which chains they support ...

May 08, 202056 min

Halving 2020: The History of Bitcoin OTC Markets with Dan Matuszewski

Veteran OTC trader Dan Matuszewski discusses the evolution of crypto OTC markets from Bitcoin's first, second, and third halvings, and how the trading environment has gotten... a bit different from the 2012 event. --- Bitstamp is the original global cryptocurrency exchange. Since 2011, we’ve been a cornerstone of the industry, earning the trust of over four million individuals and top financial institutions looking for a reliable trading venue. Whether you’re trading on our web platform, mobile ...

May 06, 202047 min

Ontology Co-founder Li Jun on Asia’s crypto ecosystem and the smart contracting landscape

This interview with Ontology co-founder Li Jun offers a rare window into Asia’s crypto ecosystem, which remains undercovered and misunderstood in the West. In Li’s own words, Ontology is a decentralized trust collaboration platform. In our words, it’s one of a host of “ETH Killers” competing within a competitive smart contracting platform landscape with a focus on enterprise adoption of DeFi. In this discussion, Li sheds light on China’s crypto ecosystem, the government's blockchain initiatives ...

May 05, 202048 min

Bitfinex CTO Paolo Ardoino on Tether’s Dominance and Spotting Fake Volume

Paolo Ardoino sits at the intersection of one of crypto’s most liquid exchanges and its most dominant stablecoin. In this conversation, Paolo provides unique insight into the philosophy behind Tether and walks us through its path to a $5B+ market cap. He also discusses how Bitfinex approaches markets, how to spot fake liquidity and whether or not he’d consider exploring proof-of-reserves. --- Special thanks to our sponsors: Lukka - Crypto taxes made simple. Use the promo code "MESSARITAX" and ge...

Apr 30, 20201 hr 3 min

ErisX CEO Thomas Chippas on Creating Regulated Crypto Markets

ErisX is one of a handful of highly regulated crypto platforms that currently offers spot and derivatives trading for top assets. In this discussion, CEO Thomas Chippas discusses their slow and steady approach to organically creating vibrant markets. He details the table stakes required for institutional participation that don’t apply to retail, such as the need to fully understand counterparty risk. He provides an overview of ErisX’s roadmap for retail and institutional traders alike and reveal...

Apr 28, 202048 min

Midcap Doubleheader with Zcoin’s Reuben Yap and Zilliqa’s Colin JG Miles

In this double header, we dive into two midcap projects across the privacy and smart contract sectors. First we talk to Zcoin founder Reuben Yap and learn about how Zcoin is differentiated from other privacy protocols like Monero and Zcash. Reuben details how Zerocoin’s protocol works and discusses its focus on building community throughout Asia. Then we talk to Zilliqa Head of Marketing Colin JG Miles who details their plan for ascending through a crowded smart contract field by taking a locali...

Apr 23, 20201 hr 9 min

Celo Founder Rene Reinsberg on Stablecoins, Emerging Markets & Financial Inclusion

As long as there have been blockchains there has been talk of “banking the unbanked”. Backed by a16z and Polychain, Celo aims to deliver financial inclusion through a mix of on-chain collateralized stablecoins and easy to use mobile applications built with the unbanked in mind. In this conversation, Celo founder Rene Reinsberg describes how Celo’s solutions differ from Libra, where he sees Celo’s open and permissionless approach taking root, and why stablecoins are on the verge of exploding in p...

Apr 21, 202049 min

Chad Cascarilla on the Early Days of Crypto, Regulation and Paxos’ Long Term Ambitions

Paxos founder and CEO, Chad Cascarilla, is one of crypto’s longest standing entrepreneurs who first fell down the bitcoin rabbit hole in 2010. Paxos is the first crypto company to receive a NY Trust charter and has blazed a trail as one of the few regulated financial settlement and custody platforms outside of the legacy banking system. In this conversation, Chad details how Paxos is playing the long game with respect to regulation. Where Paxos currently offers regulated trading and custody for ...

Apr 16, 20201 hr

Paxful CEO Ray Youssef on Bitcoin Usage in Africa and its Emerging Market Future

Today’s episode with Ray Youssef covers his path to founding Paxful after immigrating to New York from Egypt, founding 2 successful startups and 11 failed ones before temporarily becoming homeless while finding his way to bitcoin. He details how he sees Bitcoin moving beyond a speculative instrument and returning to its roots, with payments, e-commerce and wealth preservation in emerging markets. Lastly, he predicts that peer-to-peer bitcoin transactions will eclipse exchange volume within two y...

Apr 14, 202052 min

Anchorage’s Nathan McCauley on Custody, Libra, Bitcoin, XRP & crypto M&A

Backed by Visa, Andreesen Horowitz and Blockchain Capital, Anchorage has emerged as one of the largest custodians in crypto. In this conversation, Anchorage CEO Nathan McCauley details the origins of the company and their early involvement with the Libra Association where Nathan saw Facebook’s engineering and legal might up close and personal. He relays what he’s seeing from institutional buyers with respect to bitcoin and the coronavirus crisis, their recent support for XRP and why he sees cryp...

Apr 09, 202045 min

Ben Hunt on the future of money, crypto, and political power

Ben Hunt is the author of Epsilon Theory; a newsletter and website that examines markets through the lenses of history and game theory. In this wide ranging discussion, Ben discusses what our government's response to the COVID-19 crisis revealed about those in power and why we need to take a different approach to hedging against catastrophic risk. He shares his affinity for what crypto stands for and his fear that its focus on money will inevitably lead the powers that be to co-opt it. Lastly, h...

Apr 07, 202055 min

The Bitcoin Custodian with BitGo CEO Mike Belshe

While BitGo may not be as much of a household name as Coinbase and Binance, they’re easily one of the industry’s most important institutional custodians. BitGo supports custody for over 200 assets and In 2019 alone, accounted for 20% of all transactions on the Bitcoin blockchain. In this conversation, CEO Mike Belshe shares his views on the role of custodians in the industry, BitGo’s approach to asset selection, and how he views Bitcoin’s prospects in light of the current economic crisis. --- Sp...

Apr 02, 202058 min

A Blockchain Future with Overstock CEO Jonathan Johnson

Overstock is known in crypto circles as one of the first major online retailers to accept Bitcoin payments. On top of being an early adopter, Overstock has invested heavily into blockchain technology through its subsidiary, Medici Ventures. In this conversation, Overstock CEO and President of Medici Ventures, Jonathan Johnson, details why the company is betting heavily across blockchain’s application in capital markets, banking, identity, property, voting and supply chains. --- Special thanks to...

Mar 31, 202038 min

Exchange the US with Binance US CEO Catherine Coley

Catherine Coley is the CEO of Binance US and former Head of XRP Institutional Liquidity at Ripple. In this conversation, Coley details her early days working for Morgan Stanley on the Forex trading floor in Hong Kong where she got a first hand look at how money really moves around the globe. She recounts her time at Ripple and her path to Binance.US, where she sheds light on the relationship between her company and the world’s largest crypto exchange. --- Special thanks to our sponsors Nexo: Bor...

Mar 26, 202053 min

Digitizing the Dollar with Christopher Giancarlo

Christopher Giancarlo earned the moniker “Crypto Dad” by advocating for sensible crypto regulation during his time as CFTC Commissioner. He’s since joined the advisory board to the Chamber of Digital Commerce to advocate for the Digital Dollar Project. In this conversation, Christopher recounts his experiences regulating Bitcoin futures and details why he thinks the US is at its Sputnik moment with respect to issuing a digital currency. On the heels of a House stimulus bill proposing a digital d...

Mar 24, 202047 min

Power Laws with Meltem Demirors

Meltem Demirors is the Chief Strategy Officer at Coinshares and goes way back with Ryan from their time together at Digital Currency Group. In this conversation, Ryan and Meltem discuss her pathway through the industry, the ridiculousness of 2017’s ICO mania, her Potato Fund, and her current focus at Coinshares. Meltem provides insight into how she approaches investing with respect to power laws, searching for category winners and using her network to gain an edge. --- Special thanks to our spon...

Mar 19, 20201 hr 2 min

Global Public Health with Alex Gladstein

Alex Gladstein is the Chief Strategy Officer for Human Rights Foundation and a long time proponent of Bitcoin and its potential to bring freedom to those living under authoritarian regimes. In this conversation, Alex revisits some of his experiences and lessons learned working with dissidents from Cuba, Hong Kong and North Korea. The conversation inevitably lands on the spread of Coronavirus and how the suppression of information from China and Iran had a hand in the severity of the outbreak. --...

Mar 17, 202051 min

Covering Crypto with Bloomberg’s Joe Weisenthal

The mainstream media and the crypto industry have long been at odds, with crypto proponents often accusing the media of unbalanced or inaccurate coverage. Bloomberg’s Joe Weisenthal has been covering financial markets since 2008 and bitcoin longer than many of its supporters. Over the years, Joe has consistently been one of the most informed members of the MSM who never shies away from taking a skeptical eye to the industry. In the conversation, Joe and Ryan discuss how narratives are formed in ...

Mar 13, 202058 min

Coinbase Law with Coinbase CLO Brian Brooks

Coinbase sits atop a short list of the largest and most critically important companies in crypto - a status they’ve achieved through a mix of product innovation and legal and regulatory compliance. As Chief Legal Officer, Brian Brooks is tasked with allowing Coinbase to continue to innovate while remaining within the good graces of governments and regulators, both domestic and abroad. In this conversation, you will get a glimpse into how one of crypto’s biggest firms continues to operate complia...

Mar 10, 202056 min

Building Cardano with IOHK CEO Charles Hoskinson

There are very few people who have created a top 20 cryptocurrency. Charles Hoskinson is one of them. In this conversation, Charles details his path through a failed project with Dan Larimer, an unsanctimonious departure from the founding team of Ethereum to ultimately creating Cardano. Charles details how he structured Cardano "like a DARPA project" with a deep focus on R&D and why they're concentrating heavily on development in Africa. He lays out his philosophy and strategy for building a...

Mar 06, 20201 hr 12 min

Bitcoin Past, Present & Future with Casa CTO Jameson Lopp

Jameson Lopp has been involved with Bitcoin in one form another for 9 of Bitcoin’s 11 year history. In that time, Lopp has contributed volumes of free educational resources while remaining a vocal proponent of Bitcoin’s core ethos of individual empowerment and self-sovereignty. In 2016, he co-founded Casa, which develops self-custody solutions for bitcoin owners. In this conversation, Ryan and Lopp discuss the challenges that Bitcoin has overcome in the past as well the hurdles to come. The two ...

Mar 03, 20201 hr 1 min

Crypto-plumbing with Arwen CEO Sharon Goldberg

In 2019, centralized crypto exchanges were hacked to the collective tune of $300M. The ever present threat of exchange hacks has led to the rise of DEXs, which allow for trade without handing over custody to a third party. While DEXs have seen impressive growth, the liquidity available at their centralized counterparts remains orders of magnitude greater. Arwen protocol’s aim is to achieve the holy grail of giving prospective traders access to centralized exchange liquidity without having to giv...

Feb 27, 202053 min

The Dudas Abides with The Block CEO Mike Dudas

Founded in 2018, The Block has grown into one of the leading crypto news outlets using a combination of thorough research and reporting and brash, in your face twitter theatrics. In this conversation, The Block Founder and CEO Mike Dudas details his journey from traditional fintech to crypto as well as the evolution of the company. Mike sheds light on how he views the role of media in 2020 and on how he's evolved his stance towards tribalism within the industry. Lastly, Ryan gets into Mike's pra...

Feb 25, 202050 min

Virtual Private Networks with Orchid CEO Seven Waterhouse

Many in the West often look to privacy preserving technologies like Orchid’s virtual private network (VPN) marketplace as enablers of nefarious activities. Go to a place like Indonesia, where 43% of the population uses VPNs to circumvent an overly censored internet and government surveillance of basic business activities, and you’ll get a different opinion. For protesters in places like Hong Kong, VPNs can serve as freedom preserving technology. In this conversation, Orchid CEO Seven Waterhouse ...

Feb 20, 202054 min
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