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Messari's Unqualified Opinions

Messari
Messari's Unqualified Opinions
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  • $3.7T Stablecoins? Treasury’s Bet & Pump.Fun’s Fall | Fully Diluted with Messari Research
    💡 Ask Messari Copilot: How will stablecoins reshape global finance if Treasury demand and TradFi adoption continue accelerating?👉 See Copilot's Response: https://messari.io/copilot/share/stablecoin-future-79313968-8b6e-4ae5-b1cf-2fa779c6f098In Episode 10 of Shoot the Pod, the Messari Enterprise team breaks down a jam-packed week across crypto markets, TradFi trends, and frontier tech. We dive into Scott Bessant's bold prediction of a $3.7 trillion stablecoin market, the U.S. Treasury's surprisingly bullish stance, and how stablecoins might be used to backstop U.S. deficits.We also explore the explosion of Ethereum treasury activity, institutional appetite for onchain assets, and the fallout from Pump.Fun’s underwhelming launch. Plus: Zora’s surprise breakout, NFTs staging a comeback, and the emergence of DePIN-powered devices like the Dawn Blackbox.00:44 Introductions5:27 Macro Trends & Predictions7:30 Fund Strategies & Risk26:07 Market Sentiment46:06 Crypto Adoption & NFTs50:46 Stablecoin Forecast & DeFi1:02:18 On-Chain Activity1:10:19 Hyperliquid & Tools Access1:11:38 ConclusionHosted by Matthew Nay of MessariFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow 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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  • Stablecoins Are Changing Global Payments – Artemis' Anthony Yim| Fully Diluted with Messari Research
    Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners? 📥 Download the FREE State of Stablecoins 2025 report live now: https://messari.io/report/state-of-stablecoins💡 Ask Messari Copilot: What do you think is the biggest untold story behind stablecoin adoption — enterprise growth, geopolitical implications, or DeFi-native FX innovation?👉 See Copilot's Response: https://messari.io/copilot/share/stablecoin-adoption-untold-stories-548e40d4-bf68-43c6-b361-0c7a0a7d572fAre stablecoins the future of global payments? In this episode of Unqualified Opinions, Messari’s Andrew Young speaks with Anthony Yim of Artemis to discuss the findings of their new State of Stablecoins report.From B2B cross-border transactions to stablecoin-linked card payments and the dominance of Tron and Tether, this episode dives into the data behind the exponential growth of stablecoin infrastructure. Anthony shares insights on enterprise adoption, regional frictions, the realities of replacing legacy payment rails, and why major networks like Visa and Mastercard may not be going anywhere.We also explore:- How stablecoins are already rivaling legacy rails like PayPal and Visa- Why emerging markets are at the forefront of stablecoin usage- The geopolitical risks of dollar dominance in a tokenized economy- What new opportunities could arise from open, programmable money rails00:30 Introductions1:17 Survey & B2B Payment Trends7:17 Speed & Card Usage17:17 Stablecoin Behavior & Liquidity22:09 Regulation & Government Response31:54 Adoption Challenges35:51 Stablecoins as Strategy39:21 ConclusionHosted by Andrew Dyer of MessariFull list of contributing partners includes: Coinbase Developer Foundation, Tether, Tron, Addressable, Circle, Global Dollar Network, Stellar, Sky, Hyperbeat, Perena, fx Protocol, Bitso, Huma, Ondo Finance, Plasma, Firefly, Dragonfly, Anchorage Digital, and Sphere.Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow 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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  • The Future of Global Payments with Sphere Labs' Arnold Lee | Fully Diluted with Messari Research
    Want a comprehensive look at the stablecoin sector from top Messari analysts and industry-leading contributing partners? 📥 Download the FREE State of Stablecoins 2025 report live now: https://messari.io/report/state-of-stablecoins💡 Ask Messari Copilot: How should emerging markets balance the benefits of dollar-denominated stablecoin access with the risks to their sovereign monetary policy?👉 See Copilot's Response: https://messari.io/copilot/share/stablecoins-in-emerging-markets-a-balancing-act-63575aa2-c161-4091-b2b4-166c5cd640a3In this special Unqualified Opinions episode, Messari’s Andrew dives deep into the cross-border stablecoin economy with Arnold Lee, co-founder of Sphere Labs.They unpack:- What it means to operate without clear money transmitter laws in emerging markets- How “stablecoin sandwiches” are revolutionizing cross-border payments- Why FX inefficiencies still dominate traditional finance rails- The core thesis behind Sphere Pay and the Sphereet private Solana cluster- Why small, agile companies may have an edge over global fintech giants like Wise and Revolut- The looming tension between dollar stablecoin adoption and sovereign monetary policyWhether you're a builder in fintech, a stablecoin researcher, or just crypto-curious, this episode offers a comprehensive look at the real-world implications, frictions, and transformative potential of programmable money.00:45 Introductions1:11 What Sphere Is3:22 User Benefits15:39 How Liquidity Works25:33 Role in Routing34:52 Use Cases44:39 Competitor Talk47:27 Future and Risk1:05:40 What's Next?1:08:08 ConclusionHosted by Andrew Dyer of MessariFull list of contributing partners includes: Coinbase Developer Foundation, Tether, Tron, Addressable, Circle, Global Dollar Network, Stellar, Sky, Hyperbeat, Perena, fx Protocol, Bitso, Huma, Ondo Finance, Plasma, Firefly, Dragonfly, Anchorage Digital, and Sphere.Follow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow 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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  • Pump Token Launch, Bonk Takeover & Phantom’s Big UX Play | Fully Diluted with Messari Research
    💡 Ask Messari Copilot: How is Phantom’s integration with Hyperliquid reshaping the future of on-chain perps and trading UX?👉 See Copilot's Response: https://messari.io/copilot/share/phantom-and-hyperliquid-integration-fe7767d4-8f7c-4efc-96d7-76682a2b2c75This episode of STSP covers the major catalysts driving crypto forward in July 2025. The team dives into the massive PUMP ICO, Hyperliquid’s breakout moment with Phantom, and what this means for the future of builder codes, trading infra, and Solana’s role in the evolving on-chain stack.Get insights into token launches, altcoin season indicators, macro momentum, and how Hyperliquid’s tech stack is rivaling CEXs in real time. Plus, a bullish Helium update and the team's on-chain plays.00:38 Introductions1:31 Macro & Bitcoin10:10 Crypto Week Impact11:50 PUMP & Meme Wars32:19 Urgency & Price Moves34:19 Hyperliquid vs. Others46:42 Chain Launch Talk47:27 Helium Update52:34 On-Chain Activity56:11 ConclusionHosted by Matthew Nay of MessariFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow 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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  • Crypto Onchain? Tokenized Stocks, Stablecoins, & Neo-Banking | Fully Diluted with Messari Research
    💡 Ask Messari Copilot: How are tokenized stocks on Arbitrum expected to impact on-chain liquidity and adoption among retail investors?👉 See Copilot's Response: https://messari.io/copilot/share/tokenized-stock-liquidity-on-arbitrum-f15fd4cb-239d-4d36-bff6-808488df441bThis episode of STSP dives deep into the evolving intersection of traditional finance and crypto. The team discusses the rising excitement around stablecoins, Robinhood's move into tokenized U.S. equities on Arbitrum, Hyperliquid’s edge over centralized exchanges, and the broader implications of ETFs and on-chain trading infrastructure. Tune in for insights on how new financial rails are forming—from Solana staking ETFs to the emergence of crypto-powered super apps.00:29 Introductions1:00 Market Overview9:49 IPO & Markets11:35 Stocks via Stablecoins12:48 Robinhood & Coinbase Impact29:16 L2 & Altcoins40:41 Staking ETFs & Solana Growth50:28 Circle IPO & Stablecoin Yields51:50 Launchpads & Onchain News1:01:24 ConclusionHosted by Matthew Nay of MessariFollow Messari on Twitter: https://twitter.com/MessariCryptoFollow Unqualified Opinions on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?si=13163cbebe01415eFollow 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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