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 self-aware and what that means for future participation

📉 Why ETH and altcoins are underperforming—even with a strong BTC ETF backdrop

🏦 The real role of Bitcoin: risk-on asset or digital gold?

🧪 Narrative fatigue, ETF skepticism, and the memecoin-to-perps trading migration

🚀 What we're still bullish on: DPIN, Hyperliquid, product-led chains, and the long arc of self-custodyFrom macro outlooks and market structure to the memes that move markets, this is one of our most wide-ranging (and honest) conversations yet.

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

01:12 Crypto Market Narratives & Trends

10:55 Bitcoin & Ethereum Investment

22:16 Blockchain & Infrastructure

30:55 AI & Crypto Integration

36:07 DeFi, Liquidity & Trading Strategies

46:26 Future Predictions & Closing Thoughts

Hosted by Dylan Bane of Messari

Follow Messari on Twitter: https://twitter.com/MessariCrypto

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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.

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 in crypto.

Hosted by Dylan Bane

Follow Messari on Twitter: https://twitter.com/MessariCrypto

Follow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415e

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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 autonomous vehicles, drones, and decentralized physical AI (DePAI).

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.

Hosted by Dylan Bane

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

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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.

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 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

02:20 About Frodo and DePIN

04:28 Understanding Robotics & AI

19:18 Reward Incentives

24:21 Future of Robotics & AI

36:33 Challenges & Adoption

44:11 Data Collection & Validation

Hosted by Dylan Bane and Kinji Steimetz of Messari

Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow Unqualified Opinions on Apple Podcasts: https://podcasts.apple.com/us/podcast/messaris-unqualified-opinions/id1455666979

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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.

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 physical systems.

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

01:13 Protocol and Background

08:05 Data & Technology Trends

09:40 Tokenomics & Governance

17:19 User Experience (UX) & Adoption

20:19 Building on L1s and Future Plans

23:13 AI & Physical Systems

Hosted by Dylan Bane 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

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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.

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 future of a global, decentralized financial ecosystem.

Read the full PayFi report:

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.

00:30 Intros

09:35 PayFi

17:33 Solana

26:23 Arf

34:39 Future

Hosted by Eric Turner 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

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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.

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 offers virtually unlimited scalability, lower costs (up to 10x cheaper), and improved performance. Backed by an impressive network of 300,000 GPUs and partnerships across 130 countries, io.net is making waves in AI, decentralized infrastructure, and beyond.

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.

00:52 Introduction to io.net & Its Purpose

05:29 Advantages of Decentralized Compute

13:15 io.net Token System

12:20 Partnerships & Collaborations

19:03 AI Agents & Compute Demand

21:50 Future Goals & Vision

Hosted by Dylan Bane 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

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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.

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's TRON Portal at tron.messari.io

Justin shares exciting updates on the launch of USDD V2, the role of AI agents in blockchain, and how Tron is positioning itself for long-term growth amidst a shifting regulatory landscape. They also discuss the importance of stablecoins, meme coins, and how innovation continues to drive adoption in the crypto space.

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.

00:37 Introduction

03:22 Stablecoin

06:50 Memecoin

10:38 U.S. Election

15:40 Future

Hosted by Eric Turner 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.

Ask Messari Copilot "What are the most promising opportunities in PayFi's future?"

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 global payments, financing, and cross-border transactions. This conversation delves into real-world use cases, the PayFi stack, and the role of stablecoins and DeFi in shaping financial innovation. Tune in to hear more about the potential of blockchain to create seamless, efficient, and scalable payment systems.

00:00 Intros

02:53 What is Stellar?

04:17 What is PayFi?

06:42 Cross-border Payments and Stablecoins

11:54 Stablecoin & RWA Adoption

23:34 DeFi & PayFi Relationship

28:00 Most Exciting PayFi Use Case

33:56 Challenges and Headwinds

36:02 What is Arf?

39:20 Future

43:33 Ecosystem announcements

Hosted by Eric Turner 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.

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 shaping decentralized finance (DeFi).

Discover how stablecoins are transforming global markets, what’s driving their adoption, and the exciting new opportunities emerging in the space. Don’t miss this deep dive into the intersection of fintech, crypto, and stablecoins.

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

03:22 Crypto Trends and Surprises

08:33 Stablecoins & Adoption

11:52 User Growth & Market Strategies

23:19 Market Consolidation & Fungibility

24:52 CDP Systems & Development

28:58 Future Winners & Risks

Hosted by Andrew Dyer & Kinji Steimetz of Messari

Follow Messari on Twitter: https://twitter.com/MessariCrypto

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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.