Messari's Unqualified Opinions
Messari's Unqualified Opinions

Messari's Unqualified Opinions

Messari

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Sharpen your crypto knowledge with Unqualified Opinions, featuring insights from crypto's leading team of analysts

Recent Episodes

Ronin's Rebirth with Chris Davis | The Story
OCT 9, 2024
Ronin's Rebirth with Chris Davis | The Story

Ask Messari Copilot "What are the most popular games on the Ronin chain in 2024?"


In 2021, Ronin’s flagship game, Axie Infinity, propelled Web3 gaming into the global spotlight. But when the broader crypto market crashed in 2022, Axie’s highly inflationary token design was exposed, and users abandoned Axie Infinity, and to a large extent, Ronin itself.


But recently, Ronin has made something of a comeback. 


3 New games - Pixels, Apeiron and Wild Forest have each shown strong growth in the past several months - reminiscent of the early days of Axie Infinity. 


So the question is - what has Ronin learned from the Axie experience? And what outside factors may contribute to the success - or plateau - of Ronin’s rebirth?


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

Written and Produced by Steve Bichimer

Based on "$RON It Back⁠", by Chris Davis (https://x.com/capradavis)


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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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.

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16 MIN
Anil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack Purdy
OCT 2, 2024
Anil Lulla (Delphi Digital) | The Protocol Services Podcast with Jack Purdy

Ask Messari Copilot: "What services does Dephi Digital provide?" https://messari.co/4gOkure


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 Anil Lulla from Delphi Digital.


Learn more about Messari Protocol Services at https://messari.io/protocol-services 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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39 MIN
Tether is More Profitable than Goldman Sachs with Andrew Dyer | The Story
SEP 25, 2024
Tether is More Profitable than Goldman Sachs with Andrew Dyer | The Story

Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024


In Q2 of 2024, Tether reported a Net Income larger than Visa, MasterCard and Goldman Sachs - and with only 125 employees. Stablecoins are one of the primary crypto use cases that have ascended the realm of mere speculation.


And as you’d expect, there are a number of challengers - and they’ve had a good year too.


So Andrew Dyer dove deep into the year stables have had - and can now give an update on the major categories of stablecoins, the protocols rising within them, their design choices, and the tradeoffs they face in attempting to breach Tether’s moat.


Declutter Your Browser. Use Messari Lite as your customized crypto news feed.

Hosted by Maartje Bus (https://x.com/maartjebus)
Written and Produced by Steve Bichimer
Based on "Experiments in Stablecoins", by Andrew Dyer (https://x.com/0xSynthesis1)

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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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.

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19 MIN
Adrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack Purdy
SEP 23, 2024
Adrian CV (Steakhouse Financial) | The Protocol Services Podcast with Jack Purdy

Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024


Introducing The Protocol Services Podcast with Jack Purdy!


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 Adrian CV from Steakhouse Financial. ADCV tells stories about

  • Steakhouse's approach to financial advisory,
  • the practical applications that show why it makes more sense to run financial infrastructure on chain, and
  • his view on the future of financial advisory.


https://messari.io/protocol-services


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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37 MIN
Base and Aerodrome with Sunny Shi | The Story
SEP 18, 2024
Base and Aerodrome with Sunny Shi | The Story

Get 20% off your ticket to Messari Mainnet with code "messaripod" at https://events.messari.io/mainnet2024

Like much of crypto, it’s been hard to paint a clear picture of Base this year. The Coinbase-developed layer 2 launched with high expectations, and by many metrics has certainly met them. 


But if you listen to Crypto Twitter, you may hear a much different story. You’ll often hear things like “the apps are dead!”, and “all of its volume is driven by memecoins”. 


Sunny Shi thinks Base is doing just fine - and can tell you how its leading exchange, Aerodrome, is driving some huge progress.

Declutter Your Browser. Use Messari Lite as your customized crypto news feed.

  • (00:00) - Hire with Hirechain
  • (00:40) - Intro
  • (01:58) - Mainnet is Coming!
  • (02:38) - Base and Aerodrome

Hosted by Maartje Bus (https://x.com/maartjebus)
Written and Produced by Steve Bichimer
Based on "A Valuation of Aerodrome", by Sunny Shi (https://x.com/defi_monk)

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

____

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.

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13 MIN