Unveiling Messari Analysts’ Crypto Holdings: Solana Ecosystem Emerges as Investment Consensus, Optimistic on AI-related Tokens

Unveiling Messari Analysts' Crypto Holdings: Solana Ecosystem Emerges as Investment Consensus, Optimistic on AI-related Tokens

Unveiling Messari Analysts' Crypto Holdings: Solana Ecosystem Emerges as Investment Consensus, Optimistic on AI-related Tokens

As scheduled, the well-known crypto data and research institution Messari has released its “Messari Theses 2024”, which also discloses the holdings of Messari analysts, including the most profitable positions, the most loss-making positions, the tokens currently held, and the preferred sectors or concepts.

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

Messari Analyst Holdings
TBI
Most profitable: GBTC, SOL
Most loss-making: popular VC coins and why I can’t abandon ZEC?
Holding: BTC, ETH, SOL
Likes: You reading this report

Maartje
Most profitable: RNDR
Most loss-making: diverging from CRV
Holding: BTC, ETH, RNDR
Likes: DePIN

Dustin
Most profitable: SOL, OLAS, NOS
Most loss-making: USDC
Holding: SOL, OLAS, NOS, LIKE, HBB
Likes: AI-related cryptocurrencies

Kunal
Most profitable: RUNE, AKT, TAO
Most loss-making: PEPE
Holding: ETH, TIA, RPL, AKT
Likes: EigenLayer and re-staking protocols. The demand for security is driving the value of L1 assets, and EigenLayer significantly expands Ethereum’s security market.

Sami
Most profitable: RNDR, AKT, TAO
Most loss-making: not buying more TAO
Holding: BTC, ETH, SOL, HONEY, TAO, RNDR, AKT, LPT
Likes: DePIN and decentralized AI as killer applications for cryptocurrencies. ZK co-processors will bring crypto applications to the same level as Web2 applications in terms of functionality and performance.

Ally
Most profitable: SOL, TIA, RNDR, MKR
Most loss-making: MATIC
Holding: SOL ecosystem tokens, memes on Ethereum
Likes: Networks and applications with relatively less zombie/bot activity, innovation and development trajectory of consumer applications

Steph
Most profitable: PEPE
Most loss-making: MARBLES
Holding: BITCOIN(HPOS10), TIA, ETH, BTC, SOL
Likes: Infrastructure and MEME

Kel
Most profitable: SOL
Most loss-making: 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 trend to continue in the medium to long term.

Seth
Most profitable: RNDR, SOL
Most loss-making: ALCX
Holding: BTC, ETH, SOL, RNDR, LPT
Likes: Bringing off-chain computing and state to on-chain applications, key management infrastructure

Toe
Most profitable: AKT
Most loss-making: HAMS
Holding: AKT, TAO, SOL + Solana ecosystem, DYDX
Likes: DePIN finding product-market fit, Solana protocols and new charts, derivative DEX (VRTX, AEVO, Hyperliquid), ZK co-processors, some DeFi (Ethena Labs, OSMO, SOMM)

Mihai
Most profitable: RNDR, SOL
Most loss-making: ATOM
Holding: BTC, ETH, SOL, RNDR
Likes: Zero-knowledge machine learning, key management solutions, scaling solutions

JTVL
Most profitable: GBTC
Most loss-making: 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 sustainable DEX still growth areas, especially the latter with reasonable prices. Pricing wealth in Satoshis, embracing store of value.

Nick
Most profitable: AKT
Most loss-making: SYN
Holding: AKT, DYDX, ILV, SYN
Likes: Mobile applications, EIP-4844, ETH chain abstraction, redirects and LST, and MEME coins related to elections.

Peter
Most profitable: SOL, Mad Lads
Most loss-making: boss’s friend.tech key
Holding: SOL, BONK, ETH, COIN
Likes: Solana ecosystem

Red
Most profitable: COIN
Most loss-making: XMR
Holding: BTC, ETH, XMR
Likes: Alt-VM Ethereum Roll up for capturing Ethereum users and liquidity without being affected by EVM. Bitcoin programmability for developer experimentation and trust-minimized Bitcoin liquidity access, AI leading DePIN narratives.

Micah
Most profitable: COIN, PEPE
Most loss-making: LYX
Holding: BTC, ETH, SOL, AKT, RNDR, LYX, $COIN
Likes: ZK processors, sustainable contracts, Bitcoin programmability, account abstraction

AJC
Most profitable: BTC
Most loss-making: Chasing meme coins
Holding: BTC, ETH, LINK, ARB, Milady, WINR, GMX, GRAIL
Likes: SocialFi/reputation layer (friend.tech), sustainable contracts, capturing market share from CEXs with on-chain options, capital flowing from Ethereum to Arbitrum ecosystem and other L2s post Dencun upgrade, ETF approval for BTC and ETH, and GambleFi.

Mike
Most profitable: BTC.D and Remilia NFTs
Most loss-making: friend.tech keys
Holding: BTC, ETH, SOL, Remilia NFTs
Likes: New cycle tokens: TAO, TIA, and SOL. Crypto culture continually winning with Remilia NFTs and SocialFi/Gambling/Prediction Markets 2.0 (all one and the same).

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Related article: “Messari 2024 Crypto Investment Trends: Bullish on Bitcoin, Bearish on Ethereum, Betting on AI\DePIN and other emerging narratives”