Messari's Unqualified Opinions

Ask Messari Copilot "How does Pirate Nation use crypto incentives?"

Web3 gaming hit new heights in October 2024, recording nearly 8 million daily onchain active addresses. But most games are still only partially onchain, due to scalability challenges.

Pirate Nation, a fully-onchain game, seems have solved some of these problems, processing over 350M transations across more than 300k active addresses.

Will this be the first fully-onchain game to break out? Chris Davis has the answer.

Hosted by Maartje Bus (https://x.com/maartjebus)

Written and Produced by Steve Bichimer

Based on "X Marks The Spot", by Chris Davis

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Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.

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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 "Please give me an overview of Andrena and DAWN"

Neil Chatterjee, CEO of Andrena joins the Messari Research team to talk about DAWN, which stands for "Decentralized Autonomous Wireless Network".

DAWN is a decentralized protocol designed to bootstrap and orchestrate multi-gigabit, user-powered mesh networks, initially powering fixed wireless home internet. This approach allows anyone to contribute wireless coverage and bandwidth to a city-wide network, democratizing Internet access in a manner similar to how solar panels democratize energy production.

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 & Approach

11:05 Infrastructure & Integration

17:11 Market Opportunity

22:08 Medallions & Economic Model

31:56 Future of Fiber Optics

35:10 Crypto Speed Round

Hosted by Dylan Bane & Kinji Steimetz of Messari

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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 "Please list the investments that Escape Velocity and Dragonfly have made together."

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 & DePIN Trends

09:22 Strongest Progress So Far

18:09 Assessment of DePIN's Talent Pool

26:00 Innovation vs. Hype

32:37 The Future of DePIN

Hosted by Dylan Bane of Messari

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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: "What services does Chaos Labs 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 Omer Goldberg from Chaos Labs.

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 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 "Give me a summary of Superstate's offerings."

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

03:53 Recent Growth of Tokenized Treasuries

09:41 Short-Term Use Cases

15:12 Winner-Take-Most?

21:07 Privacy

Hosted by Kinji Steimetz and Seth Bloomberg of Messari

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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 "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

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____

Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.

____

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 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 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 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.

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

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____

Your next hire could come from anywhere - a recruiter, a job board, a referral network, or a conference.

Hirechain manages hundreds of candidate sources for you, so you only see relevant applications and can focus on picking the best person for your team. On average, our customers fill open roles twice as fast as with traditional recruiters.

Leading companies like the Graph and Messari already use Hirechain. So get your time back - talk to Hirechain today and hire the best, fast. Visit https://hirechain.io/Messari for prioritized onboarding.

____

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 "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 Unqualified Opinions on Apple Podcasts

____

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 "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 Messari

Follow Unqualified Opinions on Spotify

Follow Unqualified Opinions on Apple Podcasts

____

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.