Invest like a VC! Messari introduces data tracking on crypto institutional holdings

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Invest like a VC! Messari introduces data tracking on crypto institutional holdings

Cryptocurrency research firm Messari analyst Mason Nystrom recently criticized the investment regulations that claim to protect retail investors, expressing anger towards them. He pointed out that the nature of the cryptocurrency market slightly reduces this barrier, but even so, retail investors may not necessarily outperform institutions. Therefore, he suggests: "Invest like a venture capitalist."

Mason Nystrom: On the Unreasonable Regulations

Analyst Nystrom pointed out in Messari's Daily Brief that he believes there are unreasonable investment-related regulations, including:

  1. Assets exceeding $1 million, including primary real estate
  2. Average annual income over $200,000

Similar to recent reports, Morgan Stanley bank introduced services to assist "high net worth clients" in investing in Bitcoin funds, meaning those who hold over $2 million and can afford high risk.

Nystrom views these regulations as hypocritical, sarcastically stating:

It's like the high-ranking officials at the U.S. Securities and Exchange Commission (SEC) saying, "Hey, investing in this startup might make you lose all your funds, so why not take your money to a roulette table with better odds."

Nystrom points out that while the main purpose of Las Vegas is to keep people in, investment regulations do the opposite by excluding 99% of people. The open nature of the crypto market reduces barriers, allowing anyone to participate, and although not perfect, it is still 100 times better than the traditional financial system.

If You Can't Beat Them, Join Them

However, starting on the same footing as investment institutions does not necessarily mean that individual traders will outperform institutional-level traders. Nystrom suggests utilizing the tracking data on the Messari platform more frequently.

The Messari platform tracks many top venture capital institutions and records their liquid investment portfolios, including:

Binance Labs Investment Overview Source: Messari

Of course, Nystrom's goal includes encouraging more use of the Messari platform, where unlocking more detailed data requires payment. However, compared to advice from investment advisors or unknown online sources, the holdings of venture capital institutions still hold considerable reference value.

Finally, there was a recent report on "social token BitClout," a new platform described as a scam project by research director Larry Cermak. Messari founder Ryan Selkis seems optimistic about it, not only claiming his account on the platform and launching social tokens, but also stating:

In 2022, you'll need money to pay taxes related to cryptocurrencies, so sell the social tokens of friends you hold on BitClout. They'll understand what you're saying, but they won't talk to you anymore.