Messari is a news, research and pricing firm that aims to bring transparency to crypto. Messari runs cryptoasset rankings and metrics tool OnChainFX.
Top experts from the Messari network.
Reviews by Messari people
Cryptocurrency reviews from the executives, employees and alumni of Messari.
But the company is managing a “bridge currency” [XRP] that they package to retail investors who buy on the assumption that they are front-running big bank purchasers.Full review
I think Bitcoin will scale to meet the demand for the types of uses that BTC is good for. And since LTC is a straight-up clone, there'll be no appropriate demand left over. There will certainly be demand for *other* uses, but unless LTC meaningfully differentiates, it won't benefit.Full review
NEO's "Ethereum but China" pitch reminds me of Litecoin's "Bitcoin but Scrypt" pitch in 2013. A long, dark winter followed.Full review
Super bullish on tokens that must be staked as part of ML tournaments, like proof-of-human-work. Aside from Numerai, who's doing it well?Full review
Dai is backed by collateral (currently ethers). In fact, it is overcollateralized. The obvious risk is that if the collateral becomes worthless then Dai becomes worthless.Full review
Seriously, what the fuck is NEM? I'm grabbing a beer.Full review
0x just keeps shipping. One of the best in the industry at keeping the blinders on and building.Full review
Very few token projects are producing or even planning to produce cash flow for holders. But CF doesn't preclude a token from being a utility: Filecoin, Golem, Numerai, etc., are utilities that should be CF+. Instead, we've written off revenue generation . . . just like the dot-bombs.Full review
The more I'm reading and talking to people, the higher probability I assign to BCH beating BTC. Still an underdog, but I'm not convinced my assumptions about BTC having the economic majority are still correct.Full review
Dash is not a "privacy-centric cryptocurrency"!!
It is a marketing-centric coin.Full review
Everyone seems to think that Tether's main problem was whether it's 100% backed...but it's main problem is that it's centralized. And GUSD and USDC are just Tether 2.0.Full review
Bitcoin’s strongest moat is that it’s the only leaderless cryptonetwork. . . Satoshi could leave right at the beginning because Bitcoin was already “good enough”. It was based on 30 years worth of work in cryptography and computational game theory. But all other cryptos aren’t “good enough” to overcome Bitcoin’s network effect and switching cost.Full review
Most of my concerns with BTC since 2013 have been around fungibility.
No one seems to care about the increasing sophistication of Bitcoin surveillance tools. The lack of attention there is why I'm overweight XMR.Full review
Everyone seems to think that Tether's main problem is whether it's 100% backed...but it's main problem is that it's centralized. And GUSD and USDC are just Tether 2.0.Full review
You heard it here first: There’s no way to programmatically verify TRON’s monetary supply.
Crypto people, instead of bashing people with genuinely good intentions focus your energy on real scams like TRON.Full review
Frankly, to this day, I feel 10x more comfortable holding USDC or GUSD than the Dai, because I trust the operational excellence of Coinbase and Gemini.Full review
Governments that mismanage their currencies are often fond of censorship and confiscation . . . which just takes a phone call to Coinbase or Gemini re their citizens' USDC and GUSD holdings. Whereas DAI holders would be unaffected.Full review
Dai survived one of its most significant tests in 2018. “Can Dai survive a market crash?” Asked and answered. Dai survived the 94% drawdown in ETH, and the move from a single-collateral to multi-collateral model should accelerate its adoption in 2019.Full review
I don’t see how Grin can win if it’s not differentiated enough from Monero (both tech and community). Open to be proven wrong.Full review
*Why* do people think on-chain assets can sensibly be "backed" by anything off-chain?! . . . I thought we were done debunking the "backing" nonsense 2 years ago. Sigh.Full review
Zcash is the second most important project in the industry to me, because it's the only one with close-to-perfect privacy embedded in the core protocol...something we need for both fungibility (for dissidents) and enterprise adoption (for customer privacy). Zcash is also a canary in the coal mine and the front lines for how crypto will be regulated on a global scale. If Zcash is restricted (as is possible in Japan, Korea, etc.), then I think privacy upgrades to BTC will become all but impossible. I'm thrilled Coin Center has been a major proponent of Zcash, and that there are some smart money, well-networked investors backing the project.Full review
Most attempts to bribe developers and users with airdrops and developer grants will fail (many already are), and most attempts to recruit insiders to a cause with pre-sale discounts and the (diminishing allure) of token flips will bring dysfunction and gridlock to projects. We’re starting to see some teams come to
terms with this reality...
The EOS “cartel” has likely led to irreparable damage in that protocol’s reputation in developer circles (why build on infrastructure that will get hijacked by ruthless investors)....Eos is a disaster, and the worst fears surrounding its cartel seam to be materializing.Full review
Telegram's gonna figure [out TON] because it's about team, community, and ripping OS code that works. Wish I had gotten a piece. [Long term] hold.Full review
Almost everyone in the West underestimates EOS, and I get a lot of shit from people whenever I say anything positive about EOS.
But the fact is crypto is a global phenomenon, EOS ecosystem is mostly based in Asia, and people don't recognize the informational bubble they live in.Full review
Only two crypto protocols have reached product market fit to date:
BTC - censor resistant payment & SoV
ETH - open finance (ICOs, DeFi apps)
The next closest are:
MKR - censor-resistant peg & creditFull review
BNB - discount/burn quasi-security
LTC - a fast moving bitcoin test net