Assessing Messari Analysts Cryptocurrency Holdings Solana Ecosystem Emerges as Investment Consensus Bullish on AIRelated Coins

Authored by: Deep Tide TechFlow
As scheduled, the well-known encrypted data and research institution Messari has released “Messari Theses 2024”, which also reveals the positions held by Messari analysts, including the most profitable positions, the most loss-making positions, the tokens currently held, and the favorite tracks or concepts.
Overall, Messari’s analysts have implemented the predictions and ideas shared in the annual report, bullish on Bitcoin and Solana, optimistic about AI tokens, mostly holding SOL or related ecological tokens, followed by AI concept tokens such as OLAS\AKT\TAO\RNDR. In Messari’s 2024 trend report, Ethereum is viewed bearishly, but most analysts still hold ETH as Beta, although one analyst KEl believes that his biggest loss in 2023 was not selling ETH quickly.
Messari Analysts’ Positions
TBI
Most Profitable: GBTC, SOL
Most Loss-Making: Popular VC coins, and why can’t I abandon ZEC?
Hold: BTC, ETH, SOL
Favorite: You’re reading this report
Maartje
Most Profitable: RNDR
Most Loss-Making: Parting ways with CRV
Hold: BTC, ETH, RNDR
Favorite: DePIN
Dustin
Most Profitable: SOL, OLAS, NOS
Most Loss-Making: USDC
Hold: SOL, OLAS, NOS, LIKE, HBB
Favorite: Cryptocurrencies related to artificial intelligence
Kunal
Most Profitable: RUNE, AKT, TAO
Most Loss-Making: PEPE
Hold: ETH, TIA, RPL, AKT
Favorite: EigenLayer and re-staking protocols. The demand for security drives the value of L1 assets, while EigenLayer significantly expands the security market of Ethereum.
Sami
Most Profitable: RNDR, AKT, TAO
Most Loss-Making: Not buying more TAO
Hold: BTC, ETH, SOL, HONEY, TAO, RNDR, AKT, LPT
Favorite: DePIN and decentralized artificial intelligence will become killer applications for cryptocurrencies. ZK co-processors will enable cryptocurrency applications to achieve functionality and performance equivalent to Web2 applications.
Ally
Most Profitable: SOL, TIA, RNDR, MKR
Most Loss-Making: MATIC
Hold: SOL ecological tokens, memes on Ethereum
Favorite: Networks and applications with relatively fewer zombie/bot activities, innovation and development trajectory of consumer applications
Steph
Most Profitable: PEPE
Most Loss-Making: MARBLES
Hold: BITCOIN (HPOS10), TIA, ETH, BTC, SOL
Favorite: Infrastructure and MEME
Kel
Most Profitable: SOL
Most Loss-Making: Not selling ETH quickly
Hold: SOL, Solana ecological tokens, NFTs, LIKE
Favorite: Solana ecosystem projects. Token valuations may overheat in the short term, but the reality is that most people have only recently developed a liking for Solana, and I expect this group to further flow in the medium to long term.
Seth
Most Profitable: RNDR, SOL
Most Loss-Making: ALCX
Hold: BTC, ETH, SOL, RNDR, LPT
Favorite: Bringing off-chain computing and state onto on-chain applications, key management infrastructure.
Toe
Most Profitable: AKT
Most Loss-Making: HAMS
Hold: AKT, TAO, SOL + Solana ecosystem, DYDX
Favorite: Finding the intersection of products and markets with DePIN, Solana protocol 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
Hold: BTC, ETH, SOL, RNDR
Favorite: Zero-knowledge machine learning, key management solutions, extended solutions.
JTVL
Most Profitable: GBTC
Most Loss-Making: ATOM, not riding the RWA train
Hold: BTC, ETH, SNX, PENDLE, LBR, GNS, LINK, LQTY
Favorite: RWA and LST bring more on-chain yield, LSTFi and sustainable DEX will still be growth areas, especially the latter with reasonable prices. Price your wealth in Satoshis, embrace value storage.
Nick
Most Profitable: AKT
Most Loss-Making: SYN
Hold: AKT, DYDX, ILV, SYN
Favorite: Mobile applications, EIP-4844, ETH chain abstractions, redirects and LST, and meme coins related to elections.
Peter
Most Profitable: SOL, Mad Lads
Most Loss-Making: Boss’s friend.tech key
Hold: SOL, BONK, ETH, COIN
Favorite: Solana ecosystem
Red
Most Profitable: COIN
Most Loss-Making: XMR
Hold: BTC, ETH, XMR
Favorite: Alt-VM Ethereum Roll up, used to capture Ethereum users and liquidity without being affected by EVM. Bitcoin programmability, used for developer experiments and trust-minimized Bitcoin liquidity access, artificial intelligence leading the DePIN narrative.
Micah
Most Profitable: COIN, PEPE
Most Loss-Making: LYX
Hold: BTC, ETH, SOL, AKT, RNDR, LYX, $COIN
Favorite: ZK-processors, sustainable contracts, Bitcoin programmability, account abstractions.
AJC
Most Profitable: BTC
Most Loss-Making: Chasing meme coins
Hold: BTC, ETH, LINK, ARB, Milady, WINR, GMX, GRAIL
Favorite: SocialFi/reputation layers (friend.tech), sustainable contracts and on-chain options grabbing market share from CEXs, capital flowing from Ethereum to the Arbitrum ecosystem and other L2s after the Dencun upgrade, ETF approvals for BTC and ETH, and GambleFi.
Mike
Most Profitable: BTC.D and Remilia NFTs
Most Loss-Making: friend.tech keys
Hold: BTC, ETH, SOL, Remilia NFTs
Favorite: New cycle tokens: TAO, TIA, and SOL. The cryptocurrency culture continues to win: Remilia NFTs and SocialFi/Gambling/Prediction Markets 2.0 (are all 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”