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Mason Nystrom Profile picture
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27 Apr, 10 tweets, 3 min read
Messari Screeners track over 35 of the largest crypto-focused venture and hedge funds including Coinbase Ventures, Pantera, Polychain, a16z, and more.

Of these funds, we’ve analyzed their public holdings and found the most commonly held assets across all the portfolios.

👇🏻👇🏻👇🏻
Investing like a crypto fund – venture or hedge – has never been easier. An average investor can quite literally copy-trade these portfolios and mirror any of their favorite funds.

Pro users get access to the full Screener Spreadsheet in the analysis:
messari.io/article/messar…
There is also a Messari screener displaying these assets (ordered by market capitalization).

messari.io/screener/messa…
Interestingly, Yearn is the only asset on the top held list – besides Bitcoin – that didn't allocate capital to insiders, funds, or investors.

All funds that currently hold YFI – like Polychain and Framework – earned it via the genesis farm or purchased YFI on the open market.
Messari tracks many of the top VC firms & hedge funds in crypto and records their liquid portfolios (assets that trade on the markets). This omits equity investments or investments in networks that are not yet live.

Below are some of our top searched portfolio screeners 👇🏻👇🏻👇🏻
Three Arrows Capital

messari.io/screener/three…
Coinbase Ventures
messari.io/screener/coinb…
Dragonfly Capital

messari.io/screener/drago…
a16z

messari.io/screener/a16z-…
Check out Messari's full analysis of the most commonly held assets across the top crypto-focused venture and hedge funds.
messari.io/article/messar…

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More from @masonnystrom

Mason Nystrom Profile picture
26 Apr
Best way to get experience in crypto:

1) Buy Bitcoin

2) Join Messari as an intern (we're looking for both Cryptoasset Intelligence and Marketing Interns)

3) Join the Messari Research Hub as an analyst
Sneak-peek of what day to day life is like as an intern in crypto:
Read 5 tweets
Mason Nystrom Profile picture
5 Apr
Social tokens are an intriguing category of cryptoassets.

Using social tokens, creators and entrepreneurs can unlock new monetization opportunities leading to a tremendous amount of value being created by this emerging asset class. Image
Generally, social tokens can be broadly categorized:
Personal - issued and controlled by a primary individual

Community - issued and controlled by a group, often managed by a DAO

Social Platform - tokens that govern a platform that facilitates social token issuance and exchange Image
Several social tokens which have slowly developed into communities possess circulating market capitalizations of several million dollars. Image
Read 6 tweets
Mason Nystrom Profile picture
9 Mar
Seeing a lot of misguided takes about NFTs so @YoungCryptoPM and I wrote an explainer for new entrants.

Undoubtedly there is hype and many assets are overpriced, but there is also value.

So, what are NFTs, why are they valuable, and what are the common misconceptions.

1/
This is a Twitter thread of an ELI5, there is nuanced to everything – read the full piece for a more robust explanation.
messari.io/article/eli5-f…
NFTs – non-fungible tokens – are simply a file format for blockchains.(h/t @jessewldn)

People use file formats – like jpeg gifs, etc – to transfer information or value on the internet every day.

NFTs are a file format that transfers data and value on blockchains(e.g.Ethereum).
Read 13 tweets
Mason Nystrom Profile picture
9 Mar
A short story on how I thought I earned a box of Girl Scout Cookies and instead ended up with 27,456 Thin Mint Girl Scout Cookies.

Time for a thread 👇🏻👇🏻👇🏻
In an effort to help a friend raise money for some Girl Scouts in Texas I tweeted out a referral link to their Troop with a link to purchase cookies. To amplify, I posted a poll to decide the best GS cookie, obvi NOT Thin Mints or Tagalongs.
Multisig owner and all-around decent Bostonian .@cmsholdings offered a simple reward – change my Twitter name to "Mr. Thin Minty Mint" and everyone (including myself) who liked the post would get some girl scout cookies.
Read 11 tweets
Mason Nystrom Profile picture
8 Mar
Music has had a highway-to-hell-of-a-time getting ported onto blockchains.

.@eulerbeats is the newest iteration of bringing music to blockchains and in turn porting intellectual property onto permissionless networks.

A deep dive into EulerBeats💿👇
messari.io/article/eulerb…
EulerBeats are algorithmically generated music tracks created by the Euler Phi function.

There are 27 tracks each that come with 1) a Genesis LP Track and 120 Prints (copies) of each track. Unlike other NFTs, the data to reproduce an EulerBeat is stored on-chain.
EulerBeats are issued on a bonding curve which means that per print cost rises significantly over time. This means there’s a stark gap between prints even once half the supply has been issued.
Read 6 tweets
Mason Nystrom Profile picture
21 Feb
.@nonfungibles dropped an amazing NFT 2020 report recently and I want to highly some of the awesome charts along with some personal commentary.

A long (but worth it if you’re just scrolling anyway) thread on what you need to know about the current state of NFTs.

1/
2/The overall Ethereum NFT (ERC 721s only) market capitalization currently sits around $338 million and IMO will easily double if not quadruple in 2021.

Note: this just includes NFTs by project and doesn’t include tokens of NFT projects or NFT marketplaces like AXS, RARI, etc.
3/Metaverses account for the most sales likely because they have the largest TAM while Art and Gaming come in 2nd and 3rd.

Each category of NFTs has 1-2 projects that make up a large portion of volume. Let’s breakdown some of these categories with Nonfungible and other data.
Read 19 tweets

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