Taking stock of Messari analyst token holdings: Solana has become an investment consensus, and AI tokens are favored

As promised, Messari, a well-known crypto data and research institution, released "Messari Theses 2024", which also disclosed the positions of Messari analysts, including the positions with the most profits, the positions with the most losses, the tokens they hold now, and what tracks or concepts they like.

Overall, Messari's analysts are bullish on Bitcoin and Solana, optimistic about AI tokens, and most of them hold SOL or related ecological tokens, followed by AI concept tokens such as OLAS\AKT\TAO\RNDR, Messari Bearish on Ethereum in the 2024 trend report, but most analysts still hold ETH as a Beta, although one analyst, KEl, believes that his biggest loss in 2023 is not selling ETH sooner.

Messari analyst positions

TBI

获利最多:GBTC、SOL

Most Losses: Popular VC Coins, and Why Can't I Abandon ZEC?

持有：BTC、ETH、SOL

Like: You're reading this report

Written by

Most profitable: RNDR

Lost the most: parting ways with CRV

持有:BTC、ETH、RNDR

Likes: DePIN

Dustin

获利最多:SOL、WAVES、NOS

Biggest loss: USDC

持有:SOL、OLAS、NOS、LIKE、HBB

Likes: AI-related cryptocurrencies

Kunal

获利最多：RUNE, AKT, TAO

Biggest loss: PEPE

Picture: ETH, TIA, RPL,KT

Likes: EigenLayer and re-staking protocols. The need for security drives the value of L1 assets, and EigenLayer significantly expands the security market for Ethereum.

Sami

获利最多：RNDR, AKT, TAO

Losing the most: Didn't buy more TAO

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

Like: DePIN and decentralized AI are set to become the killer app for cryptocurrency. The ZK coprocessor will enable cryptocurrency applications to reach the same level of functionality and performance as Web2 applications.

Ally

获利最多:SOL,TIA, RNDR, MKR

The biggest loss: MATIC

Holding: SOL eco tokens, memes on Ethereum

Likes: Networks and apps with relatively little zombie/dummy activity, innovation and development trajectory for consumer apps

Steph

Most profitable: PEPE

亏损最多：MARBLES

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

Likes: Infrastructure and MEME

Kel

Most profitable: SOL

Lost the most: Didn't sell ETH as soon as possible

持有：SOL, Solana生态代币 , NFTs, LIKE

Likes: Solana Ecosystem Project. Token valuations may be overheated in the short term, but the reality is that most people have only recently developed a good opinion of Solana, and I expect this group to see further inflows in the medium to long term.

Seth

获利最多：RNDR, SOL

Biggest loss: ALCX

持有:BTC, ETH, SOL, RNDR, LPT

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

More

Most profitable: AKT

The largest loss: HAMS

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

Likes: DePIN finds a product-market fit, Solana protocol vs. new charts, derivatives DEX (VRTX, AEVO, Hyperliquid), ZK coprocessor, some DeFi (Ethena Labs, OSMO, SOMM).

Mihai

获利最多：RNDR, SOL

Biggest loss: ATOM

持有：BTC, ETH, SOL, RNDR

Likes: Zero-knowledge machine Xi, key management solutions, extended solutions.

JTVL

Most profitable: GBTC

亏损最多：ATOM, not riding the RWA train

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

Like: RWA and LST bring more on-chain yield, LSTFi and perpetual DEX will remain growth areas, especially since the latter is reasonably priced. Denominate your wealth in Satoshis and embrace a store of value.

Nick

Most profitable: AKT

Biggest loss: SYN

持有:AKT, DYDX, ILV, SYN

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

Peter

获利最多:SOL, Food Lads

亏损最多：老板的 friend.tech key

持有：SOL, BONK, ETH, COIN

Likes: Solana eco

Red

Most profitable: COIN

Biggest loss: XMR

Holds: BTC, ETH, XMR

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

Micah

获利最多:COIN, PEPE

Biggest loss: LYX

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

Likes: ZK – Processor, Perpetual Contract, Bitcoin Programmability, Account Abstraction.

AJC

Most profitable: BTC

亏损最多：Chasing meme coins

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

Likes: SocialFi/Reputation Layer (friend.tech), Perpetual Contracts, and On-Chain Options ETF approvals for market share grabbing from CEXs, capital flow from Ethereum to the Arbitrum ecosystem and Dencun upgrade for other L2s, BTC, and ETH, and GambleFi.

Mike

获利最多：BTC.D and Remilia NFTs

Maximum loss: friend.tech keys

持有：BTC, ETH, SOL, Remilia NFTs

Likes: New Cycle Tokens: TAO, TIA, and SOL.

Crypto culture keeps winning: Remilia NFTs and SocialFi / Gambling / Prediction Markets 2.0 (both are the same thing).