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Messari reveals analyst holdings, most bullish on Solana and DeFi sectors.

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Messari reveals analyst holdings, most bullish on Solana and DeFi sectors.

The crypto research firm Messari recorded the holdings of all its analysts in its 2024 crypto paper, with almost all analysts bullish on the future development of Solana (SOL).

Toe Bautista

  • Biggest winners: GBTC, SOL

  • Biggest losers: Venture capital investments, assets with poor liquidity

  • Current holdings: BTC, ETH, SOL

  • Preferred areas: None

Maartje

  • Biggest winners: RNDR

  • Biggest losers: Projects not associated with CRV

  • Current holdings: BTC, ETH, RNDR

  • Preferred areas: DePIN

Exploring the new era of decentralized networks: In-depth analysis of the DePIN concept, What is DePIN?

Dustin

  • Biggest winners: SOL, OLAS, NOS

  • Biggest losers: USDC

  • Current holdings: SOL, OLAS, NOS, LIKE, HBB

  • Preferred areas: Integration of AI and crypto.

Kunal

  • Biggest winners: RUNE, AKT, TAO

  • Biggest losers: PEPE

  • Current holdings: ETH, TIA, RPL, AKT

  • Preferred areas: EigenLayer and re-staking protocols.

Sami

  • Biggest winners: RNDR, AKT, TAO

  • Biggest losers: TAO

  • Current holdings: BTC, ETH, SOL, HONEY, TAO, RNDR, AKT, LPT

  • Preferred areas: DePIN and decentralized AI as potential killer apps in cryptocurrency.

Ally

  • Biggest winners: SOL, TIA, RNDR, MKR

  • Biggest losers: MATIC

  • Current holdings: SOL + ecosystem tokens, ETH + meme coins

  • Preferred areas: Chains with less bot activity and witchcraft, and apps on public chains.

Steph

  • Biggest winners: PEPE

  • Biggest losers: MARBLES

  • Current holdings: HPOS10, TIA, ETH, BTC, SOL

  • Preferred areas: Infrastructure and meme coins.

Kel

  • Biggest winners: SOL

  • Biggest losers: Those who didn't sell ETH quickly

  • Current holdings: SOL + ecosystem tokens, NFT

  • Preferred areas: Solana ecosystem projects, short-term overheated, more optimistic about medium to long-term fund inflows.

Seth

  • Biggest winners: RNDR, SOL

  • Biggest losers: ALCX

  • Current holdings: BTC, ETH, SOL, RNDR, LPT

  • Preferred areas: Infrastructure projects like private key management.

Toe

  • Biggest winners: AKT

  • Biggest losers: HAMS

  • Current holdings: AKT, TAO, SOL + ecosystem tokens, DYDX

  • Preferred areas: DePIN, new Solana tokens, decentralized sustainable contract VRTX, AEVO, Hyperliquid, DeFi protocols like Ethena Labs, OSMO, SOMM.

Mihai

  • Biggest winners: RNDR, SOL

  • Biggest losers: ATOM

  • Current holdings: BTC, ETH, SOL, RNDR

  • Preferred areas: Zero-knowledge machine learning, private key management solutions, and scalability solutions.

JTVL

  • Biggest winners: GBTC

  • Biggest losers: ATOM, projects not aligned with RWA

  • Current holdings: BTC, ETH, SNX, PENDLE, LBR, GNS, LINK, LQTY

  • Preferred areas: RWA and re-staking tokens for increased on-chain returns, re-staking and decentralized sustainable contracts continue to be growth areas.

Nick

  • Biggest winners: AKT

  • Biggest losers: SYN

  • Current holdings: AKT, DYDX, ILV, SYN

  • Preferred areas: On-chain mobile apps, EIP-4844, abstract accounts, re-staking protocols and tokens, meme coins related to elections.

Peter

  • Biggest winners: SOL, Mad Lads

  • Biggest losers: Key from Messari CEO friend.tech

  • Current holdings: SOL, BONK, ETH, COIN

  • Preferred areas: Solana ecosystem.

Red

  • Biggest winners: COIN

  • Biggest losers: XMR

  • Current holdings: BTC, ETH, XMR

  • Preferred areas: Ethereum Virtual Machine competing chains, DePIN narrative led by AI.

Micah

  • Biggest winners: PEPE

  • Biggest losers: LYX

  • Current holdings: BTC, ETH, SOL, AKT, RNDR, LYX, $COIN

  • Preferred areas: Ethereum ZK coprocessors, decentralized sustainable contracts, Bitcoin programmability, abstract accounts.

AJC

  • Biggest winners: BTC

  • Biggest losers: Meme coins

  • Current holdings: BTC, ETH, LINK, ARB, Milady, WINR, GMX, GRAIL

  • Preferred areas: Decentralized social, on-chain contracts and options, funds flowing from Ethereum to L2s like Arbitrum, GambleFi in financial betting.

Mike

  • Biggest winners: BTC market share, Remilia team NFT

  • Biggest losers: Traders of friend.tech keys

  • Current holdings: BTC, ETH, SOL, Remilia team NFT

  • Preferred areas: New cycle tokens like TAO, TIA, SOL; Remilia NFTs involving crypto culture, SocialFi, gaming, prediction markets.