DePIN Growth, Trade XYZ Explosion & BitTensor Updates | Messari Fully Diluted

About this episode

The episode discusses the current state of DePIN and its developments, alongside market trends and updates on Trade XYZ and Bittensor.

The Shoot the Sh*t Podcast #19 dives deep into DePIN's real state in 2026. While token prices are down dramatically, revenue is surging and networks are becoming genuinely profitable. InfraFi emerges as the most exciting DePIN development, offering stablecoin holders 10-15% yields by financing off-chain infrastructure like GPU compute and energy projects. USDAI is leading this charge and could spark a major narrative shift when it launches its token.Trade XYZ's equity perps are seeing explosive growth on Hyperliquid, with silver futures doing billion in volume despite being listed only 30 days ago. The team analyzes whether this represents a genuine shift or temporary speculation. All that and lot's more.Introductions - 0:00 DePIN Report & Tokens - 1:37 Market & Macro - 15:51 Bitcoin & News - 25:54 AI Coins - 30:56 Bittensor / TAO - 34:04 On-Chain Activity - 43:24 Conclusion - 46:59 Hosted by Matthew NayFollow Messari on Twitter: https://x.com/MessariCryptoFollow Fully Diluted on Spotify: https://open.spotify.com/show/0uG5qpwFg67zTt0VQRTaZ7?nd=1&dlsi=ba41bca8012548dfFollow Fully Diluted on Apple Podcasts…

People in this episode

Host: Matthew Nay

Topics covered

• DePIN
• token prices
• revenue growth
• Hyperliquid
• Bittensor updates
• market analysis

Keywords

• DePIN
• InfraFi
• USDAI
• Trade XYZ
• Hyperliquid
• Bittensor
• AI Coins
• token prices
• revenue growth

Mentioned in this episode

Organizations: Messari, InfraFi, Trade XYZ, Hyperliquid

Products: USDAI, AI Coins, Bittensor, TAO

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