🚨2026 Messari Theses Podcast Drop (4/5)

In this episode, Messari Research Analysts @0xCryptoSam and @Degenerate_DeFi are joined by Messari alumni @defi_monk and @kunalgoel to unpack 2025’s biggest DeFi themes.

They dive into:

• Hyperliquid’s rapid rise

• The inflection point for equity perps

• Prediction markets

• Political markets

• Yield & Stablecoins

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