What Do Crypto Experts Have In Their Portfolios? REPLAY - Crypto Breakdown

Episode Summary:

In this episode, I look at what the developers at Messari and talk about their portfolio breakdown as well as their Crypto Theses for 2022.

Questions? Ask at joedewitt@benzinga.com and we will answer!

Hosts:

Joe Dewitt Follow at: https://twitter.com/metabitz

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Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.

Unedited Transcript:

Hey everybody happy Wednesday. My name is Joe Dewitt, and this is the crypto breakdown today. We're going to be taking a look at the portfolios of some developers and analyst over add Massari is a crypto research and data company based out of New York, which recently released their 20, 22 crypto thesis along with some of their team's holdings.

And I think it would be really beneficial for us to look through and get some information on what the team's portfolios look like as well as their portfolios. We have. On general defy and the future of web three development, which will be very beneficial to see what these people are coming up with.

 First off on the Massari team, we have Dustin who currently holds a theorem Salana Rory governance token, and a Rory. Now he talks about his interest in modular ecosystems, Ethereum scaling. And metaverse infrastructures like Ron, but mentions that there are not any viable ones currently out. It doesn't, it's also a fan of decentralized cloud computing, like AKT and other chains.

He's also a fan of on chain cashflows, like superfluid, which leads to under collateralized lending. So essentially what he's saying here is that he's a fan of yield farming, which would be the simple cash flows as well as his decentralized cloud computing. Now cloud services throughout the future of defy are going to be very important as well as these metaverse infrastructures.

Like Ron. Now another team member. His biggest winner is AXS, which was actually infinity shards with his return of 23,000. He holds AXS Bitcoin, Ethereum ruin Rory governance, token maker, any and MLN. Now Aiden claimed that he likes revenue generating protocols like defy 1.0 Renaissance. He's very bearish on monolithic smart contract platforms and takes Ron over SLP, which Ron.

The on chain token for the Ronan side chain and SLP is smooth love potion for the end game token of accede infinity. He claims that he had to bet against sky Mabus, which is the company that developed both of those tokens, as well as the game action infinity, because he had to see the SLP enduring it's run as adjusted because it was reaching an all time.

Now we have Jerry who holds Bitcoin, Ethereum Salono and cake. Now Jerry commons, that the re-emergence of Ethereum post-merger and shift back to the alternative , which means layer one's staking protocols and trade via integration with DFI will bring organic adoption back to the defy in 2022, as well as web three infrastructure gateway.

And metaphors infrastructure. So essentially he's looking for dominance to get back into a theorem and move away towards those alternative layer ones, as well as his staking protocols, which staking protocols have been immensely popular over the last few months due to the high yield percentage. And finally, we're taking a look at Wilson who is an analyst over at Massari, who holds hint of theorem, Adam dot ACA and Solano Luna, and apex.

He mentioned modular layer ones and enabling customer. Execution layers with salons being the most viable hedge, multi chain, infrastructure, and tooling, as well as the option to liquidity stake. And he also mentions a few interesting names like the tech iterations from Zika rollout and UX of crypto economies, stark ware, and Zika sink.

And these are all projects. Unlock new types of crypto enabling applications. So essentially a quick breakdown of these analysts thoughts. So modular ecosystems is been a very popular one amongst all these developers and analysts, which essentially just means a dynamic ecosystem for working in scaling as well as the Ethereum scaling solutions was popular amongst all of them and layer one layer.

One for those of you that don't know is just a first layer of a blockchain. So it hosts. Decentralized applications now, amongst all these descriptions, all of them talked about the future of layer ones, as well as many mentioning their liquidity protocols, which would be yield farming or staking, which is actually staking your tokens and earning a percentage on the tokens that you have state as well as just the general belief.

The defy community and projects as a whole. And I hope you guys found that insightful just to see a little bit of their crypto investments, as well as some of their thoughts and ideas on the future of defy and that's all the time we have for today, guys. Thank you so much for tuning in. You can follow it, subscribe to the podcast.

Which will all be in the description below. Have a great day