2025 @MessariCrypto Analyst Picks Takeaways

1. Most Common Tokens by Category

2. Most Common Holdings

3. DeFi Evolution

4. Bitcoin Ecosystem

5. Memecoins

6. Infrastructure

Most Common Tokens by Category

Winners:

- HYPE (6 mentions)

- GOAT, VIRTUAL, SOL (4 mentions each)

- PEPE, BTC, AIXBT (3 mentions each)

Losers:

- ETH (7 mentions) - notably bearish sentiment

- FRIEND (3 mentions)

- ADA (2 mentions)

Most Common Holdings

- PEPE (8 mentions)

- BTC (6 mentions)

- ETH, HYPE, ai16z (5 mentions each)

- SOL, FTM (4 mentions each)

AI Integration

- AI Agents and infrastructure

- AI x Gaming collaborations

- AI art NFTs

- Bittensor Subnets

DeFi Evolution

- Intents-based DeFi

- DeFi renaissance

- Novel stablecoin designs

- Payment solutions with RWAs

Bitcoin Ecosystem

- Bitcoin programmability

- Rare Sats

- Ordinals

- Runes

- Bitcoin-based layers

Memecoins

- Continued prominence of major memes (DOGE, SHIB, PEPE)

- New memecoin projects

- Focus on community-driven tokens

Infrastructure

- Cross-chain liquidity

- Interoperability solutions

- ZK technology for scaling

- Modular ecosystem development

Wonder what these chads think?

@0xandrewmoh, @0xmughal, @2lambro, @ape_rture, @arndxt_xo, @crypto_linn, @cryptogideon_, @cryptomanran, @defiminty, @dynamo_patrick, @flowslikeosmo, @hmalviya9, @jake_pahor, @krybharat, @milesdeutscher, @rektdiomedes, @the_smart_ape, @thedefiplug