Messari's Unqualified Opinions

The First Real Internet Capital Market? | Fully Diluted with Messari Research


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💡 Ask Messari Copilot: Could tokenized equities will actually drive onchain adoption — or are onchain traders still too focused on memes and perps?


✨ See Copilot's Response: https://messari.io/copilot/share/tokenized-equities-and-onchain-adoption-fc4adda4-549d-4657-a411-6272aea037ed


In episode 6 of Shoot Sh*t the Pod, the Messari Enterprise team dives into:


- Bitcoin Vegas highlights & growing political support for crypto

- The evolution of Bitcoin scalability: OPCAT, BitVM, and BitcoinFi experiments

- Hyperliquid’s transparency debate and the future of onchain perps

- Real-world assets and tokenized equities coming to Solana

- Dripster’s unique model merging AI, real-world manufacturing, and internet capital markets

- Helium Mobile’s explosive growth and the Deepin sector heating up


Stay tuned for in-depth takes, healthy debates, and some hot alpha along the way. Don’t forget to like and subscribe!


00:38 Introductions

1:13 Market Update

6:10 Hyperliquid Hype

17:27 RWAs & Equities

25:24 Bitcoin Vegas & Scaling

34:48 Dripster & New Markets

45:40 NFT Derivatives

48:52 Helium Growth

51:03 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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