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Mason Nystrom Profile picture
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4 Jan, 5 tweets, 3 min read
.@nansen_ai tracks six fund portfolios currently worth over $20 million in Ether and token balances.

.@paradigm sits atop as one of the largest funds, but still has over $100 million in ETH that they haven’t deployed.
a16z and Polychain have the top token balances currently tracked on Nansen valued at $84 million and $54 million, respectively.
messari.io/screener/a16z-…
Polychian has made recent investments in YFI purchasing nearly 2% of the overall YFI supply.
Note: It's likely these funds have more capital and wallets that haven't been identified and tracked yet and are therefore undercounted.

Also, these only include assets on Ethereum, so allocations like Paradigm's investment in Sia(Sia tokens/siafunds) would not be reflected.
More Fund Screeners:

Paradigm: messari.io/screener/parad…

Three Arrows Capital: messari.io/screener/three…

Framework Ventures: messari.io/screener/frame…

Polychain Capital:messari.io/screener/polyc…

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More from @masonnystrom

Mason Nystrom Profile picture
4 Jan
There are so many things wrong with this line of reasoning.

A quick thread breaking down the argument and three points on why it's wrong. #Bitcoin.
The argument TLDR is as follows:

Crypto bulls have only allocated 1-2% of their entire portfolio to Bitcoin. If they were truly confident it was a store of value they would allocate 100%.
1️⃣1-2% allocators aren't the real bulls
Crypto bulls like @APompliano HAVE allocated over 50% of their portfolio to Bitcoin.

Traditional capital allocators like Paul Tudor Jones are newer bulls who don't (yet) have the confidence of earlier bitcoiners.
Read 6 tweets
Mason Nystrom Profile picture
31 Dec 20
Metaverses are a prime example of crypto enabling the ownership economy.

Virtual worlds - with digital property and free markets - will transform our existing digital worlds into vibrant communities governed by their users. 1/
The top 5 metaverses – virtual worlds – continue to grow and expand. Here’s what you need to know.
messari.io/article/metave…
Metaverses as a category account for over a third of all NFT sales activity.

Investors have spent nearly $55 million on metaverse digital land and in-game items.
Read 9 tweets
Mason Nystrom Profile picture
30 Dec 20
It's been a banner year for Bitcoin.

Check out Messari's Bitcoin 2020 Review by @YoungCryptoPM and @RyanWatkins_.

Also, check out some of our other best research pieces on Bitcoin this year!

Articles listed below 👇🏻
messari.io/article/bitcoi…
.@asiahodl wrote about the potential impact of institutions investing and building an allocation in bitcoin.
messari.io/article/the-po…
MicroStrategy and Michael Saylor have invested over 1 billion into bitcoin this year and the firm's investment thesis is pretty clear as explained by @Cdempsey44.
messari.io/article/micros…
Read 11 tweets
Mason Nystrom Profile picture
21 Dec 20
Crypto-native indices transform the design space for indices from a 1-dimensional space consisting of just asset exposure, to a multi-dimensional space consisting of meta-governance and fund management strategies.

This design sets the stage for the evolution of index protocols.
In traditional finance constructing an index is a one-dimensional design space consisting of just asset exposure (i.e what assets are in the index).

Additionally, Index managers like Vanguard historically abstain from voting.
The three axes are as follows:

1. Asset returns – price appreciation from assets

2. Fund management strategies – active yield generated by allocating index assets to other protocols

3. Metagovernance – voting in protocols with assets in indices
Read 7 tweets
Mason Nystrom Profile picture
10 Dec 20
The annual @ElectricCapital Developer Report did not disappoint. It's 128 slides of straight🔥

Here are some of my key takeaways.

1/
1️⃣ Crypto continues to grow with at least 1200 new developers entering the space every month in 2020. Image
2️⃣ Developers are the most important resource in any cryptonetwork.

Ethereum still reigns supreme with 20-30% of new developers contributing to Ethereum over other platforms. Image
Read 8 tweets
Mason Nystrom Profile picture
7 Dec 20
Cryptonetworks inherently enable more efficient markets.

While much of crypto is focused on finance, there are startups tackling larger issues such as climate change.

Nori is using crypto primitives to create a more efficient carbon market for CO2 removal.

A thread 🧵
Tackling the problems associated with climate change will be one of – if not the largest – issue that the current generation faces over the coming decades.

The secondary effects of climate change are staggering. Mass migration. Decreased biodiversity. The list goes on.
Carbon emissions mitigation will not be sufficient. The focus must shift toward carbon sequestration – removing CO2 from the atmosphere.

Nori is developing a carbon removal marketplace that facilitates the trading of carbon offsets.
messari.io/article/nori-a…
Read 6 tweets

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