Original author: Shenchao TechFlow
As promised, Messari, a well-known encryption data and research institution, released Messari Theses 2024, which also disclosed the positions of Messari analysts, including the most profitable positions, the most losing positions, the tokens currently held, and the likes Which tracks or concepts.
Overall, Messari analysts have implemented the predictions and concepts shared in the annual report, and are bullish on Bitcoin and Solana, and bullish on AI tokens. Most of them hold SOL or related ecological tokens, followed by OLAS\AKT \TAO\RNDR and other AI concept tokens, Messari is bearish on Ethereum in the 2024 trend report, but most analysts still hold ETH as Beta, although one analyst KEl believes that his biggest loss in 2023 is not as soon as possible Sell ETH.
Messari Analyst Positions
TBI
Most profitable: GBTC, SOL
The Biggest Losers: The Popular VC Coin, and Why I Can’t Dump ZEC?
Holding: BTC, ETH, SOL
Like: You are reading this report
Maartje
Most profitable: RNDR
Biggest loss: Parting ways with CRV
Holding: BTC, ETH, RNDR
Like:DePIN
Dustin
Most profitable: SOL, OLAS, NOS
Biggest loss: USDC
Holding: SOL, OLAS, NOS, LIKE, HBB
Like: Artificial Intelligence related cryptocurrencies
Kunal
Most profitable: RUNE, AKT, TAO
Biggest loss: PEPE
Holding: ETH, TIA, RPL, AKT
Like: EigenLayer (Feature Layer) and Re-Staking Protocol. The need for security drives the value of L1 assets, and EigenLayer significantly expands Ethereum’s security market.
Sami
Most profitable: RNDR, AKT, TAO
The biggest loss: not buying more TAO
Holding: BTC, ETH, SOL, HONEY, TAO, RNDR, AKT, LPT
Like: DePIN and decentralized AI will be cryptocurrency’s killer app. The ZK coprocessor will bring cryptocurrency applications to the same level of functionality and performance as Web2 applications.
Ally
Most profitable: SOL, TIA, RNDR, MKR
Biggest loss: MATIC
Holds: SOL ecological token, meme on Ethereum
Like: Relatively low bot/dummy activity on networks and apps, innovation and growth trajectory of consumer apps
Steph
Most profitable: PEPE
Biggest losses: MARBLES
Holding: BITCOIN (HPOS 10), TIA, ETH, BTC, SOL
Likes: Infrastructure and MEME
Kel
Most profitable: SOL
Biggest loss: Not selling ETH as quickly as possible
Holding: SOL, Solana ecological tokens, NFTs, LIKE
Like: Solana Ecosystem Project. Token valuations may be overheated in the short term, but the reality is that most people have only warmed to Solana recently, and I expect further inflows from this crowd in the medium to long term.
Seth
Most profitable: RNDR, SOL
Biggest losses: ALCX
Holding: BTC, ETH, SOL, RNDR, LPT
Likes: Introducing off-chain computation and state into on-chain applications, key management infrastructure.
Toe
Most profitable: AKT
Biggest loss: HAMS
Holding: AKT, TAO, SOL + Solana ecosystem, DYDX
Likes: DePIN finds product-market fit, Solana protocol with new charts, derivatives DEX (VRTX, AEVO, Hyperliquid), ZK coprocessor, some DeFi (Ethena Labs, OSMO, SOMM).
Mihai
Most profitable: RNDR, SOL
Biggest loss: ATOM
Holding: BTC, ETH, SOL, RNDR
Likes: Zero-knowledge machine learning, key management solutions, scaling solutions.
JTVL
Most profitable: GBTC
Biggest loss: ATOM, not riding the RWA train
Holding: BTC, ETH, SNX, PENDLE, LBR, GNS, LINK, LQTY
Like: RWA and LST bring more on-chain yields, LSTFi and perpetual DEX will continue to be growth areas, especially the latter being reasonably priced. Denomine your wealth in Satoshis and embrace a store of value.
Nick
Most profitable: AKT
Biggest loss: SYN
Holding: AKT, DYDX, ILV, SYN
Likes: mobile apps, EIP-4844, ETH chain abstraction, redirects and LST, and election-related MEME coins.
Peter
Most profitable: SOL, Mad Lads
The biggest loss: the boss’s friend.tech key
Held: SOL, BONK, ETH, COIN
Like: Solana Ecology
Red
Most profitable: COIN
Biggest loss: XMR
Holding: BTC, ETH, XMR
Like: Alt-VM Ethereum Roll up, used to capture Ethereum users and liquidity without being affected by EVM. Bitcoin programmability, access to Bitcoin liquidity for developer experimentation and trust-minimization, and artificial intelligence leading the DePIN narrative.
Micah
Most profitable: COIN, PEPE
Biggest loss: LYX
Holding: BTC, ETH, SOL, AKT, RNDR, LYX, $COIN
Likes: ZK--processor, perpetual contracts, Bitcoin programmability, account abstraction.
AJC
Most profitable: BTC
Biggest loss: Chasing meme coins
Holding: BTC, ETH, LINK, ARB, Milady, WINR, GMX, GRAIL
Likes: SocialFi/reputation layer (friend.tech), perpetual contracts and on-chain options taking market share from CEXs, capital flow from Ethereum to the Arbitrum ecosystem and other L2s after the Dencun upgrade, ETF approval for BTC and ETH, and GambleFi .
Mike
Most Profitable: BTC.D and Remilia NFTs
Biggest loss: friend.tech keys
Holding: BTC, ETH, SOL, Remilia NFTs
Like: New Cycle Tokens: TAO, TIA, and SOL.
Cryptocurrency culture keeps winning: Remilia NFTs and SocialFi/Gambling/Prediction Markets 2.0 (all the same thing).
