Inventory of Messari analysts' token holdings: Solana becomes an investment consensus, AI tokens are favored

2023-12-20 11:11:04

Collection

Overall, Messari's analysts have adhered to the predictions and concepts shared in the annual report.

As scheduled, the well-known crypto data and research institution Messari has released the "Messari Theses 2024," which also discloses the holdings of Messari's analysts, including the most profitable positions, the most significant losses, the tokens currently held, and the sectors or concepts they favor.

Overall, Messari's analysts have adhered to the predictions and ideas shared in the annual report, being bullish on Bitcoin and Solana, optimistic about AI tokens, with most holding SOL or related ecosystem tokens, followed by AI concept tokens like OLAS, AKT, TAO, and RNDR. Messari's trend report for 2024 is bearish on Ethereum, but most analysts still hold ETH as a beta, although one analyst, KEl, believes his biggest loss in 2023 was not selling ETH quickly.

Messari Analyst Holdings

TBI

Most Profitable: GBTC, SOL

Most Losses: Popular VC coins, and why can't I get rid of ZEC?

Holding: BTC, ETH, SOL

Likes: You reading this report

Maartje

Most Profitable: RNDR

Most Losses: Parting ways with CRV

Holding: BTC, ETH, RNDR

Likes: DePIN

Dustin

Most Profitable: SOL, OLAS, NOS

Most Losses: USDC

Holding: SOL, OLAS, NOS, LIKE, HBB

Likes: AI-related cryptocurrencies

Kunal

Most Profitable: RUNE, AKT, TAO

Most Losses: PEPE

Holding: ETH, TIA, RPL, AKT

Likes: EigenLayer and restaking protocols. The demand for security drives the value of L1 assets, while EigenLayer significantly expands Ethereum's security market.

Sami

Most Profitable: RNDR, AKT, TAO

Most Losses: Not buying more TAO

Holding: BTC, ETH, SOL, HONEY, TAO, RNDR, AKT, LPT

Likes: DePIN and decentralized AI will become killer applications for cryptocurrencies. ZK co-processors will bring cryptocurrency applications to the same level of functionality and performance as Web2 applications.

Ally

Most Profitable: SOL, TIA, RNDR, MKR

Most Losses: MATIC

Holding: SOL ecosystem tokens, meme on Ethereum

Likes: Networks and applications with relatively few zombie/robot activities, innovation and development trajectories of consumer applications

Steph

Most Profitable: PEPE

Most Losses: MARBLES

Holding: BITCOIN (HPOS10), TIA, ETH, BTC, SOL

Likes: Infrastructure and MEME

Kel

Most Profitable: SOL

Most Losses: Not selling ETH quickly

Holding: SOL, Solana ecosystem tokens, NFTs, LIKE

Likes: Solana ecosystem projects. Token valuations may be overheated in the short term, but the reality is that most people have only recently developed a liking for Solana, and I expect this demographic to further flow in the medium to long term.

Seth

Most Profitable: RNDR, SOL

Most Losses: ALCX

Holding: BTC, ETH, SOL, RNDR, LPT

Likes: Bringing off-chain computation and state into on-chain applications, key management infrastructure.

Toe

Most Profitable: AKT

Most Losses: HAMS

Holding: AKT, TAO, SOL + Solana ecosystem, DYDX

Likes: DePIN finding product-market fit, Solana protocol with new charts, derivatives DEX (VRTX, AEVO, Hyperliquid), ZK co-processors, some DeFi (Ethena Labs, OSMO, SOMM).

Mihai

Most Profitable: RNDR, SOL

Most Losses: ATOM

Holding: BTC, ETH, SOL, RNDR

Likes: Zero-knowledge machine learning, key management solutions, scaling solutions.

JTVL

Most Profitable: GBTC

Most Losses: ATOM, not riding the RWA train

Holding: BTC, ETH, SNX, PENDLE, LBR, GNS, LINK, LQTY

Likes: RWA and LST bringing more on-chain yield, LSTFi and perpetual DEX will remain growth areas, especially the latter at reasonable prices. Valuing your wealth in Satoshis, embracing value storage.

Nick

Most Profitable: AKT

Most Losses: SYN

Holding: AKT, DYDX, ILV, SYN

Likes: Mobile applications, EIP-4844, ETH chain abstraction, redirection and LST, and election-related MEME coins.

Peter

Most Profitable: SOL, Mad Lads

Most Losses: Boss's friend.tech key

Holding: SOL, BONK, ETH, COIN

Likes: Solana ecosystem

Red

Most Profitable: COIN

Most Losses: XMR

Holding: BTC, ETH, XMR

Likes: Alt-VM Ethereum Roll up, to capture Ethereum users and liquidity without being affected by EVM. Bitcoin programmability for developer experimentation and trust-minimized access to Bitcoin liquidity, AI leading the DePIN narrative.

Micah

Most Profitable: COIN, PEPE

Most Losses: LYX

Holding: BTC, ETH, SOL, AKT, RNDR, LYX, $COIN

Likes: ZK--processors, perpetual contracts, Bitcoin programmability, account abstraction.

AJC

Most Profitable: BTC

Most Losses: Chasing meme coins

Holding: BTC, ETH, LINK, ARB, Milady, WINR, GMX, GRAIL

Likes: SocialFi/reputation layer (friend.tech), perpetual contracts and on-chain options capturing market share from CEXs, capital flowing from Ethereum to the Arbitrum ecosystem and other L2s after the Dencun upgrade, ETF approvals for BTC and ETH, and GambleFi.

Mike

Most Profitable: BTC.D and Remilia NFTs

Most Losses: friend.tech keys

Holding: BTC, ETH, SOL, Remilia NFTs

Likes: New cycle tokens: TAO, TIA, and SOL.

Cryptocurrency culture continues to win: Remilia NFTs and SocialFi/Gambling/Prediction Market 2.0 (all the same thing).

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