Messari Annual Theses 2025 Are Here! | Intro Episode - State of Crypto | Maartje Bus, Dylan Bane, Sunny Shi & Andrew Dyer

Messari's Unqualified Opinions

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025

Over 100 pages of everything you need to know in crypto for 2025.

00:00 Intro & Macro Policy Backdrop

13:46 2025 Policy Expectations

24:15 User Adoption

34:00 Role of DePIN

40:04 The Year in Fundraising

43:41 Memecoins

51:29 Hot Takes for 2025

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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.