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

223 episodes in the feed.

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 2026

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

   In this episode of the Messari Fully Diluted, Research Analyst Eric Minookian 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 most volatile quarters in crypto history. The episode takes a close look at the October 10th liquidation cascade, which triggered over $18 billion in liquidations across the market, surpassing even the FTX collapse. KF walks through how the EdgeX team responded in real time, maintaining zero downtime and zero bad debt throughout the event. KF also discusses EdgeX's upcoming TGE, the Circle Ventures investment and native USDC integration, RWA perps now making up 20-30% of total volume, the Maru community token, and the team's long-term vision for an AI agent trading economy. -Introduction: 0:00 -Platform Growth: 0:36 -October 10 Market Event: 2:50 -Trading Volume: 5:31 -Fees & Treasury: 7:39 -DEX Competition: 9:52 -Product Expansion: 12:38 -Partnerships & Future: 19:17 Follow Messari on Twitter: https://x.com/MessariCrypto Follow Fully Diluted on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?nd=1&dlsi=ba41bca8012548df Follow Fully Diluted 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.

3. 

   6 Mar 2026

   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.

Who has been a guest on Messari's Unqualified Opinions

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

• Sergej Kunz
• Kain Warwick
• Anna Yuan
• Mason Nystrom
• Chris Davis

Podcast Authority Score: 29 / 100

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

Quality

58

Social presence

0

YouTube

0

Engagement

0

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