一览Messari分析师持仓情况：Solana成为投资共识

Odaily星球日报Publicado em 2023-12-20Última atualização em 2023-12-20

Resumo

整体来看，Messari 的分析师贯彻了在年度报告中分享的预测和理念。

原文作者：深潮 TechFlow

如约而至，知名加密数据和研究机构 Messari 发布了《Messari Theses 2024 》，其中也披露了 Messari 各位分析师的持仓，包括获利最多的仓位、亏损最多的仓位、现在持有的代币以及喜欢哪些赛道或者概念。

整体来看，Messari 的分析师贯彻了在年度报告中分享的预测和理念，看多比特币和 Solana，看好 AI 代币，大部分都持有 SOL 或者相关的生态代币，其次是 OLAS\AKT\TAO\RNDR 等 AI 概念代币，Messari 在 2024 的趋势报告中看空以太坊，但是大部分分析师依然持有 ETH 作为 Beta，尽管一位分析师 KEl 认为他 2023 年最大的亏损是没有尽快出售 ETH。

Messari 分析师持仓

TBI

获利最多：GBTC、SOL

亏损最多：流行的 VC 币，以及为什么我不能抛弃 ZEC？

持有：BTC、ETH、SOL

喜欢：你在阅读这份报告

Maartje

获利最多：RNDR

亏损最多：与 CRV 分道扬镳

持有：BTC、ETH、RNDR

喜欢：DePIN

Dustin

获利最多：SOL、OLAS、NOS

亏损最多：USDC

持有：SOL、OLAS、NOS、LIKE、HBB

喜欢：人工智能相关的加密货币

Kunal

获利最多：RUNE, AKT, TAO

亏损最多：PEPE

持有：ETH, TIA, RPL, AKT

喜欢：EigenLayer（特征层）和重新质押协议。对安全性的需求推动了L1资产的价值，而 EigenLayer 显著扩大了以太坊的安全市场。

Sami

获利最多：RNDR, AKT, TAO

亏损最多：没有买更多的 TAO

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

喜欢：DePIN 和去中心化人工智能将成为加密货币的杀手级应用。ZK 协处理器将使加密货币应用在功能和性能方面达到与Web2应用的同等水平。

Ally

获利最多：SOL, TIA, RNDR, MKR

亏损最多：MATIC

持有：SOL 生态代币、以太坊上的 meme

喜欢：僵尸/假人活动相对较少的网络和应用程序，消费者应用程序的创新和发展轨迹

Steph

获利最多：PEPE

亏损最多：MARBLES

持有：BITCOIN (HPOS 10), TIA, ETH, BTC, SOL

喜欢：基础设施和 MEME

Kel

获利最多：SOL

亏损最多：没有尽快的出售 ETH

持有：SOL, Solana 生态代币 , NFTs, LIKE

喜欢：Solana 生态系统项目。代币估值在短期内可能过热，但现实情况是，大多数人只是在最近才对 Solana 产生好感，我预计这类人群将在中长期内进一步流入。

Seth

获利最多：RNDR, SOL

亏损最多：ALCX

持有：BTC, ETH, SOL, RNDR, LPT

喜欢：将链外计算和状态引入链上应用，密钥管理基础设施。

Toe

获利最多：AKT

亏损最多：HAMS

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

喜欢：DePIN 找到产品与市场的契合点、Solana 协议与新图表、衍生品 DEX（VRTX、AEVO、Hyperliquid）、ZK 协处理器、一些 DeFi（Ethena Labs、OSMO、SOMM）。

Mihai

获利最多：RNDR, SOL

亏损最多：ATOM

持有：BTC, ETH, SOL, RNDR

喜欢：零知识机器学习、密钥管理解决方案，扩展解决方案。

JTVL

获利最多：GBTC

亏损最多：ATOM, not riding the RWA train

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

喜欢：RWA 和 LST 带来更多的链上收益率，LSTFi 和永续 DEX 仍将是增长领域，尤其是后者价格合理。将您的财富以 Satoshis 计价，拥抱价值储存。

Nick

获利最多：AKT

亏损最多：SYN

持有：AKT, DYDX, ILV, SYN

喜欢：移动应用、EIP-4844、ETH 链抽象、重定向和 LST 以及与选举有关的 MEME 币。

Peter

获利最多：SOL, Mad Lads

亏损最多：老板的 friend.tech key

持有：SOL, BONK, ETH, COIN

喜欢：Solana 生态

Red

获利最多：COIN

亏损最多：XMR

持有：BTC, ETH, XMR

喜欢：Alt-VM 以太坊 Roll up，用于捕获以太坊用户和流动性，而不受 EVM 的影响。比特币可编程性，用于开发者实验和信任最小化的比特币流动性访问，人工智能引领 DePIN 叙事。

Micah

获利最多：COIN, PEPE

亏损最多：LYX

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

喜欢：ZK--处理器、永续合约、比特币可编程性、账户抽象。

AJC

获利最多：BTC

亏损最多：Chasing meme coins

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

喜欢：SocialFi/声誉层(friend.tech)、永续合约和链上期权从 CEXs 抢占市场份额、资本从以太坊流向 Arbitrum 生态系统和 Dencun 升级之后的其他 L2s、BTC 和 ETH 的 ETF 批准，以及 GambleFi。

Mike

获利最多：BTC.D and Remilia NFTs

亏损最多： friend.tech keys

持有：BTC, ETH, SOL, Remilia NFTs

喜欢：新周期代币： TAO、TIA 和 SOL。

加密货币文化不断获胜： Remilia NFTs 和 SocialFi / Gambling（博彩） / 预测市场 2.0 （都是一回事）。

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