RSS Amplifier

Podcast

Messari's Unqualified Opinions

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

messari.ioSource feed ↗10 episodes

Live Last read · last published · next check

Written by

Latest episodes

Saves to your Listen queue, to pick up on another day or another device.

Interview with Octra: Private DeFi, Encrypted AI & On-Chain Privacy's Future | Messari Fully Diluted

In this episode of the Fully Diluted, AverageJoesCrypto sits down with Alex, co-founder of Octra, a privacy-focused L1 blockchain built around Fully Homomorphic Encryption (FHE). Unlike mixers or ZK-based privacy tools, Octra performs computations directly on encrypted data without ever decrypting it. This represents a genuine step-function evolution in on-chain privacy, not just an incremental…

Play

edgeX's Explosive Q4: RWA Perps, Upcoming TGE & Circle Integration

Research Analyst @CryptoRick98 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 fees — all achieved amid one of the most volatile quarters in crypto history. KF also discusses edgeX's upcoming TGE, the Circle Ventures investment and native USDC integration, RWA perps now making…

Play

Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference

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 Hyperliquid's HIP3 markets, Uniswap's fee switch expansion to L2s, and the rising Venice AI (VVV) controversy.Dylan brings real volume data showing that…

Play

How USD.AI Disrupts Private Credit with On-Chain GPU Financing

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 traditional banks and private credit funds. The protocol has successfully originated loans backed by NVIDIA GPUs including H100s and H200s. The episode…

Play

Will Prediction Market Volumes Continue to Grow? Bull vs Bear Case | Messari Fully Diluted

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 local top or sustainable growth. Will prediction markets scale to entertainment, culture, and long-tail markets, or is volume topping out? The discussion…

Play

The Electric Dollar: How Stablecoins Will Finance AI's Future

Dylan Bane sits down with Anirudh from Robot Ventures to discuss a provocative thesis: stablecoin issuers could become the marginal buyers of US debt, helping finance the explosive growth of AI infrastructure.Anirudh explains how Tether and Circle have already become the 15th largest holders of US Treasuries, and why this matters for both crypto and American competitiveness. The conversation…

Play

DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted

The Shoot the Sh*t Podcast #19 dives deep into DePIN's real state in 2026. While token prices are down dramatically, revenue is surging and networks are becoming genuinely profitable. InfraFi emerges as the most exciting DePIN development, offering stablecoin holders 10-15% yields by financing off-chain infrastructure like GPU compute and energy projects. USDAI is leading this charge and could…

Play

The Secret to Tron’s Rapid Adoption in Emerging Markets

Sam Elfarra, Community Spokesperson at TronDAO, reveals how Tron’s first-mover advantage on USDT has created a liquidity revolution in emerging markets, making crypto accessible to the unbanked and transforming cross-border payments. With annualized settlement volumes nearing $8 trillion and stablecoins accounting for over 42% of USDT circulation, Tron’s influence on world finance is…

Play

How Dabba Scaled from 1K to 75K WiFi Hotspots in 18 Months | Messari Fully Diluted

Dabba is building the future of connectivity in India through decentralized physical infrastructure on the Solana blockchain. This episode of Fully Diluted features founder Karam Lakshman discussing how Dabba has become one of the fastest-growing DePIN networks globally, expanding from 1,000 to 75,000 WiFi hotspots in just 18 months with nearly 500,000 daily active users. The project taps into…

Play

State of DePIN 2025 | Fully Diluted

In this episode of Fully Diluted, Messari’s Dylan Bane sits down with Sal Gala, co-founder and managing partner at Escape Velocity Ventures, and Connor Lovely, founder at Proof of Coverage Media, to explore the current state of DePIN in 2025. They delve into the evolution of DePIN, its revenue growth, and the challenges faced by the sector. They cover: • The impressive revenue growth of GeoNet and…

Play