Messari's Unqualified Opinions

In this episode of Fully Diluted, Pranav Kanade and Wyatt Lonergan from VanEck Digital Assets are joined by Kinji Steimetz and Dylan Bane from Messari to explore the evolution of crypto beyond speculation.

They dive deep into tokenization, stablecoins, the rise of real-world assets (RWA), and how stablecoin-powered infrastructure could reshape global payments and financial access.

The conversation spans market structure ref...

We're back with Episode 3 of Shoot the Sh*t Pod — and this one’s stacked.

Join Matthew Nay and the Enterprise team (Sunny Shi, Kinji Steimetz, Andrew Dyer, Chris Davis & Dylan Bane) as they dive into:

🔹 Real-time blockchains: MegaETH is setting a new bar.

🔹 AI Roasting & CT Drama: AIXBT is back on its BS, targeting Sunny in a wild Twitter roast.

🔹 Macro madness: Talking stagflation risks, Fed policy, and market sentimen...

Ask Messari Copilot: How can decentralized protocols change the economics of R&D in science and AI?

See Copilot's Response: https://messari.io/copilot/share/decentralizing-r-d-economics-069debfe-3e9a-4281-8c5c-442e829d94b5

How do we incentivize the next great algorithm? Why does open-source AI matter more than ever in a world of geopolitical tension and centralized power?

In this episode, we dive deep with John Fl...

Ask Messari Copilot: What are the most promising models for scaling DePIN infrastructure?

See Copilot's Response: https://messari.io/copilot/share/scaling-deepin-infrastructure-models-ffbd3d95-53c1-4cdc-98cd-58d36f43250a

In this week’s episode, the Messari Research team breaks down the latest market narratives—from DePIN’s growing pains to macro risks and app consolidation on Solana. We’re talking tariff chaos, Circle’s IPO delay...

Ask Messari Copilot "Which protocols have shown the strongest fundamentals this cycle despite underperforming in price?"

https://messari.io/copilot/share/evaluating-protocol-fundamentals-9ada2e1c-b1e5-4cd7-be67-dc24f483a0dc

In this episode, the Messari Enterprise team sits down for a candid conversation on where we are in the crypto market cycle—and where we might be headed.

We dive into:

🧠 How the market became too...

Join Anyone and Messari's Dylan Bane as they explore the future of decentralized online privacy.

Anyone is building the largest internet-routing DePIN in the world: a modular privacy layer for any application to use seamlessly.

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...

Join DeCharge Founder and CEO, Mohan Kuldeep Ponnada, Co-founder Dr. Prakash Kamaraj and Messari's Dylan Bane as they explore the future of energy: decentralized, autonomous, and on-chain.

DeCharge is leading the charge—literally—by building a global network of smart, autonomous EV chargers. With deployments already active in the U.S., Europe, and Asia, DeCharge is creating the infrastructure needed to support the rise of a...

Join FrodoBots Lab's Co-Founder Michael Cho and Messari's Dylan Bane and Kinji Steimetz as they explore how crypto-powered robotics and decentralized networks are unlocking real-world AI applications, from urban navigation to autonomous agents.

Learn how decentralized physical AI is solving bottlenecks in data collection, model validation, and hardware scalability—and why this space could be the next big wave in crypto.The Fully Di...

Join Markus Levin (Co-Founder of XYO) and Messari's Dylan Bane as they explore the evolution of proof of location and decentralized data verification.

Discover how XYO is bridging real-world data with blockchain through its proof-of-origin technology and vast global node network. Learn how the protocol is tackling challenges in location spoofing, tokenomics, and user adoption while scaling to new use cases like AI, gaming, and physi...

Join Messari's CEO, Eric Turner, alongside Richard Liu (Co-Founder & Co-CEO of Huma Finance) and Lily Liu (President of Solana Foundation) as they explore the transformative potential of PayFi in crypto and traditional finance.

Discover how decentralized finance is reshaping cross-border payments, payment financing, and real-world financial applications. Learn why PayFi is more than just fast and cheap transactions—it's the f...

Ask Messari Copilot "How could io.net's model impact cloud computing costs for businesses?"

https://messari.co/4jBFZgo

Tory Green, io.net's Co-Founder and CEO, join Messari Enterprise Analyst, Dylan Bane to discuss io.net and cloud computing.

io.net is revolutionizing the $2.5 trillion cloud computing industry by creating a decentralized network of underutilized GPUs. Think "Airbnb for compute power." Their innovative approach o...

Ask Messari Copilot "How will the adoption of USDD V2 and other innovations on Tron shape the network’s role in 2025?"

https://messari.io/copilot/share/future-of-tron-in-2025-e672ab43-3f6c-4309-b1c3-1b95f6842df8

Tron Founder Justin Sun joins Messari CEO Eric Turner to discuss Tron's Q4 achievements, including its 35% revenue growth and the burn of 415 million TRX making it deflationary.

Check out Messari'...

Ask Messari Copilot "What are the most promising opportunities in PayFi's future?" https://messari.io/copilot/share/exploring-payfi-s-future-opportunities-7240fa12-317e-4f2a-b764-d1787fe3e59a

Erbil Karaman, Huma Finance's Co-Founder and Tomer Weller, Stellar's CPO, join Messari CEO, Eric Turner, to discuss the PayFi Ecosystem and recently published Messari report.

Discover the PayFi ecosystem and its potential to revolutionize g...

Ask Messari Copilot "How will new stablecoin issuers shape global liquidity and adoption?"

https://messari.co/4jbR8nP

Anna Yuan, Perena's Founder and former Stablecoin Lead at Solana Labs, joins the Messari Research team to discuss the future of stablecoins. From the challenges of liquidity fragmentation to the role of agentic payments and real-world applications of stablecoins, Anna shares her expertise on the innovations shapin...

Ask Messari Copilot "How could AI-powered camera networks reshape industries beyond autonomous driving?" https://messari.io/copilot/share/transforming-industries-with-ai-camera-networks-f5a4a538-2ce6-4c1d-bdcb-c163adacd3a2

Alireza Ghods & Ulrik Lages, Natix's Core Contributors, join the Messari Research team to discuss mapping and autonomous vehicles.

Learn about the potential applications of their data for autonomous drivin...

Ask Messari Copilot "What were the top trends in the State of DePIN 2024?"

https://messari.io/copilot/share/depin-trends-2024-6bb67c3b-1d3d-4b39-8fc2-e95c585f0a4c

EV3's Sal Gala and BiP's Connor Lovely join the Messari Research team to take a deep dive into Messari's latest State of DePIN report.Join us as we explore predictions for 2025, groundbreaking AI-agent integrations, revenue growth in decentralized sectors, and the global...

Ask Messari Copilot: "How is DIMO scaling its vehicle network and attracting developers in 2025?"

https://messari.io/copilot/share/scaling-dimo-s-vehicle-network-in-2025-f96147fb-d495-4975-b7d8-c99ab6e7cd2b

Join Dylan and Kinji as they sit down with Rob Solomon, co-founder of DIMO, to discuss how DIMO is revolutionizing vehicle connectivity through decentralized technology. From enabling seamless car data sharing to exploring use ...

Ask Messari Copilot: "How does XNet's D-WIN approach differ from Helium's?"

https://messari.io/copilot/share/comparing-d-win-and-helium-0d52047b-1db4-42e1-bc39-9a7a6da027d8

Join Dylan Bane and Kinji Steimetz as they dive into the future of decentralized wireless with Rich DeVaul, co-founder and CEO of XNet, on this episode of Fully Diluted.

Rich shares XNet’s groundbreaking approach to decentralized wireless (D-WIN), how they’r...

Ask Messari Copilot "WTF is Peaq and Why Is It Worth $2B?" https://messari.io/copilot/share/understanding-peaq-s-valuation-f4abf889-1882-4d1d-a7d0-718f9db04bd7

Leonard Dorlochter & Max Thake, Co-Founders of Peaq join the Messari Research team.

Peaq is the layer-1 blockchain powering the Machine Economy, made up of real-world Web3 apps (DePINs) and the millions of devices that run on them.

The Fully Diluted Podcast with Messari Res...