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 ) Written and Produced by Steve Bichimer Based on " DePIN for TradFi: A GEODNET Valuation and Breakdown ", by Dylan Bane Follow Messari on Twitter Follo...
Oct 30, 2024•17 min•Transcript available on Metacast 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-services This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed i...
Oct 28, 2024•39 min•Transcript available on Metacast 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 Bichimer Based on "Q3 224 Fundraising Report", by Andrew Dyer ( https://messari.io/report/q3-2024-fundraising ) Follow Messari on Twitter Follow U...
Oct 23, 2024•16 min•Transcript available on Metacast 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 Successes 26:14 Future Hosted by Dylan Bane and Seth Bloomberg of Messari Follow Messari on Twitter Follow Unqualified Opinions on Spotify Follow Unqual...
Oct 22, 2024•33 min•Transcript available on Metacast 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 Audience 11:29 Web3 21:47 Financial Alignment & Ownership Culture 30:04 Mainstream Adoption 37:07 Future Hosted by Chris Davis and Seth Bloomberg of ...
Oct 17, 2024•39 min•Transcript available on Metacast 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 Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ...
Oct 16, 2024•14 min•Transcript available on Metacast 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 itself. But recently, Ronin has made something of a comeback. 3 New games - Pixels, Apeiron and Wild Forest have each shown strong growth in the past s...
Oct 09, 2024•16 min•Transcript available on Metacast 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 Services at https://messari.io/protocol-services Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: ...
Oct 02, 2024•39 min•Ep 2•Transcript available on Metacast 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, there are a number of challengers - and they’ve had a good year too. So Andrew Dyer dove deep into the year stables have had - and can now...
Sep 25, 2024•20 min•Transcript available on Metacast 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 is Adrian CV from Steakhouse Financial. ADCV tells stories about Steakhouse's approach to financial advisory, the practical applica...
Sep 23, 2024•37 min•Ep 1•Transcript available on Metacast 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 much different story. You’ll often hear things like “the apps are dead!”, and “all of its volume is driven by memecoins”. Sunny Shi thinks Base is doing ...
Sep 18, 2024•14 min•Transcript available on Metacast 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 therefore what behavior surrounds unlock events. So, with several large token unlocks coming up in the rest of 2024, Andrew Dyer dove deep into the histor...
Sep 11, 2024•13 min•Transcript available on Metacast 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 principles to try. Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024 Declutter Your Browser...
Sep 04, 2024•14 min•Transcript available on Metacast 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 explains, it may not be that simple for RWA's - fundamentally RWA's are likely to look less attractive in a lower Fed rate environment, but there are still 3...
Aug 28, 2024•14 min•Transcript available on Metacast 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 performing, where volumes might settle after the election, and what the risks are that might wipe away all of this summer’s success. Declutter Your Browser. Us...
Aug 21, 2024•13 min•Transcript available on Metacast 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 what is real progress vs. what is hype. So Dylan Bane dove deep and now can give an update on revenue, Layer 1 traction, and what's next for DePIN. Dec...
Aug 14, 2024•24 min•Transcript available on Metacast 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, there are a few fundamental features of Crypto x AI that gives some insight into how, and where, Crypto x AI can succeed. (00:00) - Hire with Hirechain...
Aug 07, 2024•33 min•Transcript available on Metacast 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” are - and what narratives we think might drive crypto for the rest of 2024. (00:00) - Hire with Hirechain (00:40) - Intro (02:03) - Mainnet is Coming!...
Jul 31, 2024•24 min•Transcript available on Metacast 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 quickly these new LST's can scale. (00:00) - Hire with Hirechain (00:40) - Intro (02:04) - Mainnet is Coming (03:04) - Solana's Next Growth Driver Hos...
Jul 24, 2024•16 min•Transcript available on Metacast 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 Hirechain (00:40) - Intro (01:49) - Mainnet is Coming! (02:48) - Coinbase's Latest Earnings Spoiler Hosted by Ryan Selkis (https://x.com/twobitidiot) Produced...
Jul 17, 2024•20 min•Transcript available on Metacast 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 just be the catalyst the energy industry needs to reach the Paris Agreement's goals. Declutter Your Browser. Use Messari Lite as your personalized cryp...
Jul 10, 2024•21 min•Transcript available on Metacast 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 in Summer 2024. (00:00) - Hire with Hirechain (00:40) - Intro (02:04) - Mainnet is Coming! (03:04) - Kinji's Guide to Stablecoin Yield Hosted by Ryan ...
Jun 26, 2024•17 min•Transcript available on Metacast Historically, blockchain validators have been rewarded for their work with native tokens of the blockchain in question. But the ongoing revolution in smart contracts has created opportunities for blockchain validators to generate revenue outside of the protocol - which as Kunal Goel and Peter Horton explain has prompted a large-scale discssion on how to measure a chain's security, and what role economic security plays in that measurement. (00:00) - Hire with Hirechain (00:40) - Intro (02:24) - M...
Jun 19, 2024•23 min•Transcript available on Metacast When the crypto world turns its hype machine on one particular topic, like modularity, it can be rare to come across a truly unique approach. But as Seth Bloomberg explains, AO and Arweave have done just that, laying out an architecture that may inform the modular crypto infrastructure economy for many cycles to come. (00:00) - Hire with Hirechain (00:40) - Intro (02:58) - Mainnet is Coming! (03:58) - AO, Arweave, and Modularity Hosted by Ryan Selkis (https://x.com/twobitidiot) Written and Produ...
Jun 12, 2024•21 min•Transcript available on Metacast Prediction markets always see an increase in activity in an election year - and this year is no different. But as Kunal Goel explains, for crypto-based prediction markets like Polymarket this increase in growth is an opportunity to explore what other uses besides betting these markets can serve. (00:00) - Hire with Hirechain (00:40) - Intro (02:49) - Mainnet is Coming! (03:49) - The Future of Prediction Markets Hosted by Ryan Selkis (https://x.com/twobitidiot) Written and Produced by Steve Bichi...
Jun 05, 2024•11 min•Transcript available on Metacast In this Special Episode, Ryan Selkis and Marvin Ammori of Uniswap Labs debate the best approach to advance crypto in today's political climate. This debate happened at Consensus 2024, and was moderated by Zack Seward of Coindesk. Credit: Coindesk Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e Follow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/po...
Jun 03, 2024•27 min•Transcript available on Metacast OpenAI's spring product updates may have underwhelmed those who were hoping for a GPT-5. But as Seth Bloomberg explains, the updates show OpenAI's commitment to the rapidly growing Consumer AI sector - and give a potential preview into how open-source projects in the crypto x AI space may respond. (00:00) - Hire with Hirechain (00:40) - Intro (02:56) - Mainnet is Coming! (03:55) - Crypto x AI Hosted by Ryan Selkis (https://x.com/twobitidiot) Written and Produced by Steve Bichimer Based on "OpenA...
May 29, 2024•13 min•Transcript available on Metacast Industry fundraising data isn't a guarantee of future innovation - but as Patryk Krasnicki explains, an examination of the data can give some indication of what founders and investors think is most critical to build in the volatile crypto industry. (00:00) - Hire with Hirechain (00:40) - Intro (03:26) - Mainnet is Coming! (04:26) - The Hidden Insights in Crytpo Fundraising Data Hosted by Ryan Selkis (https://twitter.com/twobitidiot) Written and Produced by Steve Bichimer Based on " April 2024 Fu...
May 22, 2024•16 min•Transcript available on Metacast Many "innovations" in social media turn out to be short-term fads. But as Toe Bautista explains, builders in the "SocialFi" industry are coming forward with products that change how apps are built and creators make money - changes to the underlying economics of the industry which historically, tend to be much more reliable indicators of long-term adoption. (00:00) - Hire with Hirechain (00:40) - Intro (03:31) - Mainnet is Coming! (04:30) - A Better Business Model for Social Media Hosted by Ryan ...
May 15, 2024•15 min•Transcript available on Metacast Real World Assets, or putting the core pieces of the world's existing financial system like cash, treasuries, and real estate on-chain, have long been touted as a use case that would make these assets significantly more useful. But so far, stablecoins and cash substitutes have been the only RWA with any mass adoption. But as Kinji Steimetz explains, the category has seen rapid growth in the last 18 months - growth that might point towards an unlock in a few key subsectors. (00:00) - Hire with Hi...
May 08, 2024•11 min•Transcript available on Metacast 
