Analysts and executives at crypto intelligence firm Messari reveal the crypto assets that make up its portfolio. These investments will continue until 2021.
Messari founder and CEO Ryan Selkis called it “Crypto Thesis for 2021” in a report. He said he liked his orientation to Bitcoin (BTC), Ethereum (ETH), Zcash (ZEC) and Litecoin (LTC) through Grayscale.
He is also holding the next-generation payment network Terra (LUNA), the decentralized storage market Siacoin (SIA), the Ethereum-based DApp management platform Aragon (ANT), crypto-specific insurance protocol Nexus Mutual (NXM) and inter-blockchain liquidity project Ren (REN).
At the same time, senior research analyst Ryan Watkins is big on decentralized financial investments (DeFi) and governance innovation. He holds Ethereum, Terra and Aragon. Watkins is also involved in the blockchain agnostic project THORChain (RUNE), the DeFi Revenue Aggregator Yearn.finance (YFI), the peer-to-peer credit platform CREAM, the IoT startup Helium (HNT) and the Governance token lending platform Powerpool (CVP) and the next generation decentralized staking network Rocket Pool (RPL).
Wilson Withiam, also a senior research analyst, has invested in Bitcoin, Ethereum, Helium, THORChain and Rocket Pool. He also holds the Uniswap (UNI) decentralized exchange, Polkadot’s cross-blockchain protocol Polkadot (DOT), and Polkadot’s experimental network Kusama (KSM).
More Crypto analysts and their holding Cryptocurrency
Intel analyst Aidan Mott is a fan of Bitcoin, Ethereum and Powerpool. He is also holding ren tokenized Zcash renZEC, the options trading platform Hegic, the blockchain gaming platform Xaya (CHI), the decentralized aggregator yAxis (YAX) for income agriculture and the Ethereum-based decentralized game Axie Infinity (AXS), which Mott refer to as “Cryptokitties meets Tamagotchi.”
Research analyst Mason Nystrom is very convinced of Andre Cronje’s project because he has always been long on Uniswap and yearn.finance. He also likes Bitcoin, Ethereum, Aragon, Axie Infinity, Helium and community-owned marketplaces like Rarible (RARI) and Audius (AUDIO).
Senior Research Analyst Jack Purdy is also a holder of Bitcoin, Ethereum, yearn.finance, Hegic and Helium. He is also interested in the DeFi interoperability project Alpha Finance (ALPHA) and the Perpetual Protocol (PERP) of the decentralized exchange of derivatives.
Messari’s final team member to reveal his Crypto Asset Market Intelligence, Vice President Eric Turner. He currently invests in Bitcoin, Ethereum, Zcash, yearn.finance, Powerpool and THORChain. Turner also holds Melon (MLN), a decentralized chain asset management protocol.