Messari's Unqualified Opinions

MegaETH Breaks Through, Mantra Breaks Down | STS Ep. 3 | Fully Diluted with Messari Research


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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 sentiment.

🔹 Token volatility: What happened with Mantra?

🔹 Content coins vs. memecoins: The Base/Zora launch sparked a frenzy.

🔹 Gaming onchain: MegaETH’s Crossy Road-style demo shows what fast infra can unlock.

🔹 Decentralization vs. performance: Where are devs and users really drawing the line in 2025?


00:00 Introductions

1:05 AI Roasting

4:23 Macro Environment

20:20 Token Volatility

30:46 Tokenization & Utility

48:54 Decentralization

51:51 Conclusion


Hosted by Matthew Nay of Messari


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/podcast/messaris-unqualified-opinions/id1455666979


____


This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.

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