Messari's Unqualified Opinions

About Messari's Unqualified Opinions

Crypto has real use cases - now. Learn about them here.

Publisher

Messari

Category

technology

Language

en

Explicit

No

First episode

8 Mar 2019

Latest episode

3 Jun 2026

Latest episodes

113 of 223 episodes have a transcript.

1. 

   3 Jun 2026

   Interview with Octra: Private DeFi, Encrypted AI & On-Chain Privacy's Future | Messari Fully Diluted

   In 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 computations directly on encrypted data without ever decrypting it. This represents a genuine step-function evolution in on-chain privacy, not just an incremental improvement.Alex breaks down why FHE has long been called cryptography's "holy grail" and how Octra's proprietary scheme makes it practical at scale. From private DeFi to encrypted AI inference and personal encrypted execution environments called Circles, the use cases stretch far beyond simple private transfers. Octra also launched via a zero-minimum Uniswap auction — prioritizing community price discovery over inflated VC valuations.This conversation covers how Octra differs from Tornado Cash, Zcash, Monero, and ZK solutions, and what private state actually means for everyday crypto users.

2. 

   16 Mar 2026TRANSCRIPT

   How EdgeX Survived the $18B Liquidation Cascade & Came Out #1 | Messari Fully Diluted

   Research Analyst Eric Minookian interviews KF, co-founder of EdgeX, discussing the platform's resilience during a $18B liquidation cascade and its future in AI trading.

3. 

   6 Mar 2026TRANSCRIPT

   Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference

   In episode 21 of Messari's Shoot the Sh*t Pod, host Alex is joined by analysts Hayden, Dillon, and Qorban to break down the most important moves happening across DeFi, derivatives, and on-chain AI. The team dives deep into Hyperliquid's HIP3 markets, Uniswap's fee switch expansion to L2s, and the rising Venice AI (VVV) controversy.Dylan brings real volume data showing that Hyperliquid's HIP3 markets — led by TradeXYZ's equity and commodity perps — have become a legitimate venue for weekend price discovery, with Bloomberg now paying attention and 90% of weekend directional trades proving correct. The team debates whether pre-IPO HIP3 markets can compete with Polymarket, and what revenue sharing or synthetic ownership mechanics would need to look like to drive meaningful volume.0:33 (https://www.youtube.com/watch?v=PpnaCbcYQFg&t=33s) - Introductions1:42 (https://www.youtube.com/watch?v=PpnaCbcYQFg&t=102s) - HIP-3 Market Overview11:54 (https://www.youtube.com/watch?v=PpnaCbcYQFg&t=714s) - Uniswap Proposal14:38 (https://www.youtube.com/watch?v=PpnaCbcYQFg&t=878s) - UNI Token Impact16:19 (https://www.youtube.com/watch?v=PpnaCbcYQFg&t=979s) - DEX Competition22:22 (https://www.youtube.com/watch?v=PpnaCbcYQFg&t=1342s) - Venice Project & AI Privacy35:59 (https://www.youtube.com/watch?v=PpnaCbcYQFg&t=2159s) - On-Chain Activity39:44 (https://www.youtube.com/watch?v=PpnaCbcYQFg&t=2384s) - ConclusionFollow Messari on Twitter: https://x.com/MessariCrypto (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0E0YU01RmVFZHAtVjhuU2Z1cHJ1ZlZQS0Ztd3xBQ3Jtc0trVFNmZTJ1WTE4YTlNNVFNZHh4YVJscUhSYWpKVUs2WFZ4WGt5S1YtemZPS00zQVFSVHdncHdDa3FUY2h2LTQzSmZ2cGJxSFJrQ2NsV0NiTmxWVkU4TzF4eHY0ZmtLckpEd0pJYmlCNThobC16MkNkZw&q=https%3A%2F%2Fx.com%2FMessariCrypto&v=PpnaCbcYQFg) Follow Fully Diluted on Spotify: https://open.spotify.com/show/0uG5qpw... (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2NEUWlSUVlPeDBlNXZLME1oTnk1bzJwUk1MUXxBQ3Jtc0tuU0ZiN29IT3VPUkRsbElTczFnblhFenRKS25NVVh6Tm5maVhZMEx0bmFTOVdLUFFKNHBZcUNjcUpXTUM0V1BpdmlzT2JKQ2pYZ2xPZ0xuWVVzMHUwczJrYnZoTXVzYllEdEUzdzNNdGZmME9jSGpIdw&q=https%3A%2F%2Fopen.spotify.com%2Fshow%2F0uG5qpwFg67zTt0VQRTaZ7%3Fnd%3D1%26dlsi%3Dba41bca8012548df&v=PpnaCbcYQFg)Follow Fully Diluted on Apple Podcasts: https://podcasts.apple.com/us/podcast... (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0JWVHRDcHJvX0xYaUV5SWQ5dDJIMnFnaGZKUXxBQ3Jtc0ttQ2x2Z1NHLTZSLUJtV0ZyeXRNYXhnRXFwd3lNcDAyVk1CUXNYSHlBZHhlUHVEUkdwRnVyNmdRWmQ5U3ZvN0VwdG4wN0NnUjVOY0ctSi1mWkt3U2Z5NWxVTUN4dUhEZnk4dE5iYldWZUhoWHR0UElfUQ&q=https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fmessaris-unqualified-opinions%2Fid1455666979&v=PpnaCbcYQFg)____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.

Inside a recent episode

How EdgeX Survived the $18B Liquidation Cascade & Came Out #1 | Messari Fully Diluted

Published 16 Mar 2026 · Transcript excerpt

[…] So moving down to perp trading volume kind of leaning into what the what we were talking about previously with the October 10th and market cascade and kind of the drawdown from the individual market. We still saw eject still saw growth on the perpetual trading volume Q over Q with 174 .5 % increased to 4 .5 billion dollars up from 1 .6 billion dollars in Q3 so with the average daily value rising 179 .8 % Q over Q to 401 million dollars. So despite all despite the events that occurred on October 10th the overall overall growth on ejects Q4 was definitely a kind of a standout quarter for the protocol. […]

Who has been a guest on Messari's Unqualified Opinions

Names identified in recent episode analyses. Showing up to five guests.

• KF
• Conor Moore
• Anirudh
• Sam Elfarra
• Karam Lakshman

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.5 / 5

33 ratings

Spotify

4.6 / 5

9 ratings

Podcast Authority Score: 57 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

81

Social presence

0

YouTube

0

Engagement

85

Contact Messari's Unqualified Opinions

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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