Messari's Unqualified Opinions
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Latest episodes
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Interview with Octra: Private DeFi, Encrypted AI & On-Chain Privacy's Future | Messari Fully Diluted
June 3, 2026 · 48 minIn this episode of the Fully Diluted, AverageJoesCrypto sits down with Alex, co-founder of Octra, a privacy-focused L1 blockchain built around Fully Homomorphic Encryption (FHE). Unlike mixers or ZK-based privacy tools, Octra performs…
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edgeX's Explosive Q4: RWA Perps, Upcoming TGE & Circle Integration
March 16, 2026 · 27 minResearch Analyst @CryptoRick98 sits down with KF, co-founder of edgeX, to break down the State of edgeX Q4 2025 report. The conversation covers edgeX's explosive growth in TVL, perp trading volume, and fees — all achieved amid one of the…
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Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference
March 6, 2026 · 40 minIn episode 21 of Messari's Fully Diluted, Alex Beaudry is joined by analysts Hayden Booms, Dillon Shirley, and Qorban Ferrell to break down the most important moves happening across DeFi, derivatives, and on-chain AI. The team dives deep…
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How USD.AI Disrupts Private Credit with On-Chain GPU Financing
February 17, 2026 · 42 minConor Moore, co-founder and COO of USD.AI, joins Messari's Fully Diluted podcast to discuss the emerging on-chain credit market for GPU-backed loans. USD.AI provides financing for neoclouds and AI infrastructure companies, competing…
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Will Prediction Market Volumes Continue to Grow? Bull vs Bear Case | Messari Fully Diluted
February 13, 2026 · 48 minThe Messari team analyzes prediction markets after the Super Bowl drove record volumes across Kalshi and Polymarket. With $6.2 billion in weekly volume split between sports betting and political markets, the question is whether this…
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The Electric Dollar: How Stablecoins Will Finance AI's Future
February 9, 2026 · 43 minDylan Bane sits down with Anirudh from Robot Ventures to discuss a provocative thesis: stablecoin issuers could become the marginal buyers of US debt, helping finance the explosive growth of AI infrastructure.Anirudh explains how Tether…
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DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted
February 5, 2026 · 47 minThe Shoot the Sh*t Podcast #19 dives deep into DePIN's real state in 2026. While token prices are down dramatically, revenue is surging and networks are becoming genuinely profitable. InfraFi emerges as the most exciting DePIN development…
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The Secret to Tron’s Rapid Adoption in Emerging Markets
February 5, 2026 · 27 minSam Elfarra, Community Spokesperson at TronDAO, reveals how Tron’s first-mover advantage on USDT has created a liquidity revolution in emerging markets, making crypto accessible to the unbanked and transforming cross-border payments…
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How Dabba Scaled from 1K to 75K WiFi Hotspots in 18 Months | Messari Fully Diluted
February 2, 2026 · 29 minDabba is building the future of connectivity in India through decentralized physical infrastructure on the Solana blockchain. This episode of Fully Diluted features founder Karam Lakshman discussing how Dabba has become one of the…
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State of DePIN 2025 | Fully Diluted
January 28, 2026 · 40 minIn this episode of Fully Diluted, Messari’s Dylan Bane sits down with Sal Gala, co-founder and managing partner at Escape Velocity Ventures, and Connor Lovely, founder at Proof of Coverage Media, to explore the current state of DePIN in…
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Drones x DePIN: Spexi and LayerDrone Are Building a Global Spatial Data Network | Fully Diluted
January 22, 2026 · 33 minDrones, not satellites, might power the next generation of maps and spatial AI. In this episode of Fully Diluted, Messari’s Dylan Bane sits down with Alec Wilson, COO of Spexi and founding contributor to LayerDrone, to break down how their…
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Exploring Railgun: The Future of Crypto Privacy | with Messari Research
January 15, 2026 · 49 minJoin us for another episode of Fully Diluted with Messari Analysts Matthew Nay, Sam Ruskin, Qorban Ferrell, and Jake Koch-Gallup.This week, we explore Jake's insightful analysis of RAILGUN, a cutting-edge ZK privacy tool for EVM networks…

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