Мессари выпустили главный отчет года - портфели монет на 2021 год.
Сами портфели порадовали меня тем, что у половины команды в них указан CVP.
Отчет на 134 страницы, выжимка из отчета (сами портфели) ниже:
Messari crypto portfolios for 2021:
TBI: BTC, ETH, ZEC, YFI, FIL, LTC (via Grayscale, NOT spot), LUNA, SIA, ANT, NXM,
REN, and a smattering of rounding errors.
Ryan: ETH, RUNE, YFI, HNT, CVP, ANT, LUNA, CREAM, RPL. TL;DR long DeFi, long ETH
2.0, long governance innovation.
Wilson: ETH, BTC, HNT, UNI, Blue coins, Cross chain liquidity (RUNE) and liquid staking
Crypto Theses for 2021 30
(RPL) networks, and DOT/KSM (initial parachain offerings give 2017 Ethereum ICO vibes and
KSM could tag along for the ride).
Aidan: BTC, ETH, renZEC, CVP, HEGIC, CHI (long gas tokens cannibalizing the ETH
block space market), YAX, and AXS (CryptoKitties meets Tamagotchi: what’s not to love?).
Mason: ETH, BTC, UNI, YFI (Long Andre), ANT (post-ANJ merge), cash-generating
governance-tokens, AXS (see Aidan), community-owned marketplaces and networks (e.g.,
RARI, AUDIO), application-specific chains (HNT), Tokens (NFTs and ERC20s) with exclusive
partnerships (NBA Top Shot, SoRare, CHZ).
Jack: HNT, BTC, ETH, YFI, ALPHA, HEGIC, PERP—decentralized derivatives are DEXs in
2019, hyped but no substantial usage (yet). Expecting them to make noise in 2021.
Eric: BTC, ETH, ZEC, YFI, MLN, RUNE, CVP (anything that aggregates liquidity, yield,
governance, etc.) make it easy for people to participate