🚨2026 Messari Theses Podcast Drop (1/5)

In this episode our research team covers the state of crypto: recapping the wild year that was 2025 and laying out their highest-conviction bets for 2026.

• 2025 Winners & Losers

• L1, L2 & Multichain

• Institutions & Stablecoins

• Yield & DeFi Banks

• 2026 Narratives

• Regulation & Tokens

• Equity Perps & TradFi

• 2026 Market Outlook

Tune in before the massive report drops tomorrow

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