Sharpen your crypto knowledge with Unqualified Opinions, featuring insights from crypto's leading team of analysts
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Providing market intelligence that drives high-conviction participation in the crypto economy.
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The 2022 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2022. Learn more and view the full 165-page report at messari.io/crypto-theses-for-2022/ We’ve got you covered… WAGMI.
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The 2023 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2023. Learn more and view the full 168-page report at http://messari.io/crypto-theses-for-2023 Let’s get “Back to Crypto” in 2023.
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The 2024 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2024. Learn more and view the report at https://messari.io/crypto-theses-for-2024
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The Hidden Insights in Crypto's Latest Fundraising Data with Patryk Krasnicki | The Story
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Industry fundraising data isn't a guarantee of future innovation - but as Patryk Krasnicki explains, an examination of the data can give some indication of what founders and investors think is most critical to build in the volatile crypto industry. (00:00) - Hire with Hirechain (00:40) - Intro (03:26) - Mainnet is Coming! (04:26) - The Hidden Insig…
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The Story | A Better Business Model for Social Media with Toe Bautista
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Many "innovations" in social media turn out to be short-term fads. But as Toe Bautista explains, builders in the "SocialFi" industry are coming forward with products that change how apps are built and creators make money - changes to the underlying economics of the industry which historically, tend to be much more reliable indicators of long-term a…
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The Story | The Boring Assets Making RWA's Exciting
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Real World Assets, or putting the core pieces of the world's existing financial system like cash, treasuries, and real estate on-chain, have long been touted as a use case that would make these assets significantly more useful. But so far, stablecoins and cash substitutes have been the only RWA with any mass adoption. But as Kinji Steimetz explains…
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The Story | Ethereum's Inflection Point with Seth Bloomberg
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Four years ago, Ethereum co-founder Vitalik Buterin laid out his vision for the network's scalability driven by rollups, and that vision has largely come to fruition. But as Seth Bloomberg explains, those rollups are now running into scalability problems of their own - and the Ethereum ecosystem once again finds itself at an inflection point. (00:0…
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The Story | A Lending Renaissance with Kinji Steimetz
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Decentralized lending protocols like Aave and Compound drove explosive growth in DeFi. But as Kinji Steimetz explains, new entrants are ready to take the next step. (00:00) - Hire with Hirechain (00:40) - Intro (03:01) - Messari Mainnet is Coming! (04:01) - The Next Wave of DeFi Hosted by Ryan Selkis (https://twitter.com/twobitidiot) Written and Pr…
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Chapter 11: Bonus - Whatever I Want 11.1 Why You Must Write 11.2 No Idols 11.3 Must Read 11.4 Tips & Productivity Tricks 11.5 Life Advice (End: Disclaimers)Bởi Messari
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Chapter 10: 10 Peer-to-Peer Tools & DAOs
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Chapter 10: Top 10 Trends in Peer-to-Peer Infrastructure Wallet-Centric Future: MPC Upgrades Wallet-Centric Future: Smart Contract Accounts Wallet-Centric Future: Embedded “Wallets-as-a-Service” vs. SuperApps The Ledger Recover Debacle DePIN Storage Wars Decentralized Databases Decentralized Wireless Networks DePIN’s AI Machines Select DAO Dysfunct…
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Chapter 9: Top 10 Trends in Consumer Crypto
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Chapter 9: Top 10 Trends in Consumer Crypto 9.1 Decentralized Social 9.2 Identity & pfp’s 9.3 NFT Marketplaces 9.4 pfp Project Updates 9.5 Bitcoin & Inscriptions 9.6 The The Institutions are Here 9.7 Co-Creation & UGX 9.8 Bet-To-Play Gaming & Information Markets 9.9 Network States 9.10 Token Curated Info Markets…
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Chapter 8: Top 10 Trends in DeFi 8.1 DEX Platform Updates 8.2 Trading Aggregators & Front-Ends 8.3. Payments! 8.4. On-Chain Perps 8.5 DeFi Lending 8.6 LSTs 8.7 Bridges & Messengers 8.8 Oracles 8.9 RWA Diversification 8.10 Stacks & BRC-20sBởi Messari
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Chapter 7: Top 10 Trends in Layer-1 Networks
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Bởi Messari
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Bởi Messari
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Chapter 5: Top 10 Crypto Policy Trends for 2024
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Bởi Messari
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Chapter 4: Top 10 Crypto Monies of 2024
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Chapter 4: Top 10 Crypto Monies of 2024 4.1 Bitcoin is the Godzilla of Finance 4.2 Bitcoin Security Model & Assumptions 4.3 Bitcoin Mining More Important Than Ever 4.4 Private Transactions: Protocols, Coins, or Pools? 4.5 The New TINA Trade: Stablecoins 4.6 USDT 4.7 USDC 4.8 Paxos, Binance & PayPal Dollars 4.9 Crypto-Collateralized Stablecoins 4.10…
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Chapter 3: Top 10 Products of 2024 3.1 USDT on Tron 3.2 Base from Coinbase 3.3 Celestia 3.4 Firedancer 3.5 Farcaster 3.6 GBTC 3.7 Lido 3.8 CCIP 3.9 Blur 3.10 Project GuardianBởi Messari
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Chapter 2: Ten People to Watch in 2024
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Chapter 2: Top 10 People to Watch in 2024 2.1 Larry Fink (BlackRock) & Cathie Wood (ARK Invest) 2.2 Jeremy Allaire & Dante Disparte (Circle) 2.3 Kristin Smith (The Blockchain Association) & Michael Carcaise (Fair Shake PAC) 2.4 Senator Elizabeth Warren (and her Minions) 2.5 Elon Musk (and his Stans) 2.6 Michael Sonnenshein & Craig Salm (Grayscale) …
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Chapter I: Top 10 Investment Trends for 2024
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Chapter 1: Top 10 Investment Trends for 2024 1.0 Investment Trends 1.1 BTC & Digital Gold 1.2 ETH & The World Computer(s) 1.3 The (Liquid) Field 1.4 The Resurgence of Private Crypto Markets? 1.5 IPOs and M&A 1.6 Policy Meta 2 1.7 Can Devs Do Something?! 21 1.8 AI & Crypto: Money for the Machines 22 1.9 Three New De’s: DePIN, DeSoc, DeSci 23 1.10 Me…
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Bởi Messari
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Section 10. Bonus: Yo Dre, I Got Somethin' To Say
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Section 10. Bonus: Yo Dre, I Got Somethin' To Say 10.0 Intro — 0:00 10.1 Why You Must Write — 0:15 10.2 No Idols — 1:24 10.3 Must Read — 1:47 10.4 Tips & Productivity Tricks — 2:33 10.5 Life Advice — 4:27 10.6 Disclaimers — 5:11Bởi Messari
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Section 9. Top 10 Trends In DAOs & Web3
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Section 9. Top 10 Trends In DAOs & Web3 9.0 Intro — 0:00 9.1 Wallets & Browsers — 1:56 9.2 DePIN — 4:48 9.3 Data Integrity — 8:56 9.4 Actually Useful DAOs — 11:50 9.5 DAO Management — 16:26 9.6 The DAO Legal Liabilities are SpOoki — 20:05 9.7 DAO “Corporate Actions” — 24.59 9.8 DAO Treasury Management — 27:55 9.9 Crypto Talent Marketplaces — 30:57 …
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Section 8. Top 10 Trends In NFTs & DeSoc
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Section 8. Top 10 Trends In NFTs & DeSoc 8.0 Intro — 0:00 8.1 “Blue Chip” Pixelated Art — 2:06 8.2 Generative Art — 4:55 8.3 The Institutions Are Here, Just Not the Ones We Expected — 6:48 8.4 GameFi — 8:40 8.5 The Cryptoverse — 12:42 8.6 Decentralized Social (DeSo) — 13:59 8.7 ENS & Identity — 17:52 8.8 Creator Royalties vs. Monopolist Taxes — 20:…
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Section 7. Top 10 Trends In DeFi 7.0 Intro — 0:00 7.1 Revenge of the dApps — 1:31 7.2 Uniswap, the Final DeFi Unicorn — 3:37 7.3 Real-World Collateralized DeFi — 7:16 7.4 Undercollateralized DeFi Lending — 9:38 7.5 Superfluid Collateral & Synthetic Stakes — 11:56 7.6 The Perp Walk: dYdX as an Appchain — 14:58 7.7 On-Chain Asset Managers — 16:33 7.8…
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Section 6. Top 10 Ethereum & L1 Trends
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Section 6. Top 10 Ethereum & L1 Trends 6.0 Intro — 0:00 6.1 The New Ethereum Roadmap — 1:42 6.2 Merge Economics — 4:19 6.3 MEV & Censorship — 6:15 6.4 What Vitalik’s Excited About — 11:25 6.5 Exploding Bridges — 13:00 6.6 Rollups and Modularity — 15:58 6.7 Too Close to the Solana — 21:24 6.8 Cosmos & Appchains — 26:32 6.9 Other L1s — 29:47 6.10 Oth…
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Section 5. Top 10 Cryptocurrency Trends
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Section 5. Top 10 Cryptocurrency Trends 5.0 Intro — 0:00 5.1 Bitcoin is “Outside Money” — 1:59 5.2 Global Regulatory Challenges — 4:40 5.3 Bitcoin Mining — 8:00 5.4 Bitcoin Yield — 13:13 5.5 Memes & Ripples — 15:06 5.6 Privacy Coins & Private Transactions — 15:26 5.7 Stablecoins Should Be Our Leading Export — 17:26 5.8 The Stablecoin Trinity — 20:3…
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Section 4. Top 10 Trends In Crypto Policy
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Section 4. Top 10 Trends In Crypto Policy 4.0 Intro — 0:00 4.1 How a Bill Almost Became a Law — 1:28 4.2 How a Bill Becomes a Law — 18:57 4.3 The SEC vs. CFTC Proxy War — 31:54 4.4 MiCA Pros & Cons — 37:18 4.5 Everybody Hates Gary — 42:52 4.6 Ooki vs. CFTC (DAO Governance) — 45:59 4.7 Tornado Cash vs. OFAC (Personal Wallets) — 48:35 4.8 Protecting …
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Section 3. Top 10 Trends In CeFi 3.0 Intro — 0:00 3.1 The Exchanges — 1:12 3.2 The Institutions Are Coming — 5:28 3.3 Anatomy of a Crypto Credit Crisis — 6:52 3.4 DCG & Genesis Contagion Risk — 13:02 3.5 Grayscale: Reflexivity up. Reflexivity down. — 19:50 3.6 Custody, Security, Stability — 23:04 3.7 Cloud Infrastructure and Developer Tools — 25:11…
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Section 2. Top 10 People to Watch 2.0 Intro — 0:00 2.1 Changpeng Zhao & Brian Armstrong — 1:03 2.2 Rep. Patrick McHenry — 3:02 2.3 Sheila Warren — 5:29 2.4 Citizen Journalists: From Molly White to Autism Capital — 7:26 2.5 Anatoly Yakovenko — 9:59 2.6 Barry Silbert & The Winklevii — 11:38 2.7 Stani Kulechov — 13:01 2.8 Alexey Pertsev & Tornado Cash…
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Section 1. Top 10 Narratives & Investment Themes
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Section 1. Top 10 Narratives & Investment Themes 0.0 Welcome — 0:00 1.0 What Happened in 2022 — 4:48 1.1 Winter Is Here, It’s Time to Build — 6:21 1.2 Crypto Is (Still) Inevitable — 10:39 1.3 Surviving Winter, Redux — 13:18 1.4 How Low Can We Go? — 16:05 1.5 Bear Market Building — 23:49 1.6 Decoupling of Cryptos: Back to the Basics — 26:36 1.7 VC: …
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Mihai Grigore, Stephanie Dunbar, Dustin Teander and Sami Kassab discuss their takeaways following our annual Mainnet summit, including token-Incentivized physical infrastructure networks (TIPIN), stake-for-access (SFA) token model, scaling, and more.Bởi Messari
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Greg Osuri, Founder of Akash Network, joins Messari Research Analyst Sami Kassab to discuss decentralizing crypto's tech stack.Bởi Messari
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The New Economics of the Ethereum Merge - #Mainnet2022 Teaser
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Matt Cutler of Blocknative and Stephane Gosselin of Flashbots join Ryan Selkis for a Mainnet Teaser panel on the Ethereum Merge.Bởi Messari
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Regulatoooors: Wen Clarity? - #Mainnet2022 Teaser
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Brian Quintenz of a16z, Kara Calvert of Coinbase, Tomicah Tilleman of Haun Ventures, and Kristin Smith of Blockchain Association join Ryan Selkis for a Mainnet Teaser panel on crypto regulation.Bởi Messari
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Joel Miyazawa, Traver Normandi, and John TotalValue Locke discuss Uniswap's recent proposal and the Fei Protocol unwind.Bởi Messari
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Tom Dunleavy, Mike Kremer, Dustin Teander, and Chase Devens discuss implications from the Tornado Cash fallout (practical/enforcement), prepping for The Merge, and macro outlook post-CPI update.Bởi Messari
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Timely Events with Ryan Selkis (BANS, HACKS, and $COIN)
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Ryan Selkis talks about the Tornado Cash debacle, Slope & Curve Finance hacks, and Coinbase earnings report.Bởi Messari
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Ryan Selkis sifts through the facts and FUD looming over the 3ArrowsCapital Liquidation.Bởi Messari
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Tom Dunleavy, Eshita Nandini, Jerry Sun, Ally Zach, and Matt Markewicz discuss rollups, modularity, Cosmos and more.Bởi Messari
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Mike Kremer, Tom Dunleavy, and Dustin Teander discuss innovations that will be born out of the bear market.Bởi Messari
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Traver Normandi, Elem Oghenekaro, and Mike Kremer discuss governance and DAOs.Bởi Messari
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Kel Eleje, Cole Muench, socrypt, Justin Baba, Justin Hernandez and Andrew Silva discussed the bull/bear case for GameFi, the current state of PFPs, and VCs role in Web3.Bởi Messari
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Tom Dunleavy, Mike Kremer, Dustin Teander, and Chase Devens discuss web3 social and social graphs, moats in crypto, and more.Bởi Messari
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Tom Dunleavy, Mike Kremer, Dustin Teander, Yule Andrade, Chase Devens, and John TotalValue Locke discuss the $UST depeg, the fallout of Terra and its impact on crypto, and competing stablecoins.Bởi Messari
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Kunal Goel, Mason Nystrom, Tom Dunleavy, Mikey Kremer, James Gannon, and Dustin Teander discuss the Optimism Airdrop, Ethereum Merge, and Stablecoin Wars.Bởi Messari
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Section 10. BONUS: Whatever I Want 10.1 Why You Must Write [0:50] 10.2 No Sacred Cows [2:41] 10.3 My Information Diet [3:40] 10.4 Tips & Productivity Tricks [4:50] 10.5 Life Advice [7:57]Bởi Messari
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Section 9. The DAO of DAOs 9.1 Enabling Tools: Wallets & Staking [2:43] 9.2 Down the Rabbithole: Learning & Earning [4:28] 9.3 Working in Web3 [6:47] 9.4 Hierarchies, Pods, and Fluid Organisms [09:47] 9.5 DAO Treasury Management [13:19] 9.6 DAO Investor Relations [16:23] 9.7 Messari: Tying it All Together [19:21] 9.8 Legal Framework for DAOS [20:17…
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Section 8. ETH, Layers, and Bridges 8.1 ETH’s Q3 Earnings Report [0:49] 8.2 1559: Miners and MEVers [3:19] 8.3 The Merge & Liquid Staking [4:34] 8.4 To EVM or Non-EVM [6:41] 8.5 Layer 1 Relative Valuations [8:17] 8.6 Solana Summer Never Ends [10:28] 8.7 Polkadot’s Slow & Steady Rollout [13:09] 8.8 Cosmos & IBC Opt-In [14:53] 8.9 Terraforming La Lun…
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