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Messari Fund Analysis Q4’21: Examining Liquid Portfolios of Crypto Funds

Mason Nystrom, Kaushik GuduruMar 10, 2022 ⋅ 6 min read

Although crypto’s grassroots beginning was a result of individuals around the world, the institutional landscape of crypto investing continues to grow every quarter with new hedge funds, venture capital (VC) funds, liquidity providers, and DAOs entering the industry at a rapid rate. These funds are in search of the best investments across various sectors including smart contracts, DeFi, asset management, Web3 infrastructure, scaling, NFTs, and gaming.

Messari analyzes and compiles the liquid portfolios (assets that trade on the market) of top VC firms and hedge funds across crypto on a quarterly basis. These portfolios do not include any equity investments or investments in projects not yet live.

Messari Pro customers can access all VC portfolio screeners at Messari.io by searching for the Messari Research account in the “community screeners” dropdown. These screeners only consist of assets with available price tickers on Messari. To view full investment portfolios, search for the fund’s organization page on Messari.

The public availability of these investments paired with the low barriers to entry in crypto allows any investor to emulate the moves of institutional investors, whereas with traditional VC, the opportunities are limited.

Messari Fund Analysis

Q3 Messari Screener Analysis

Messari last conducted this analysis in November 2021 with 53 funds, and the top five held assets were:

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Mason Nystrom
masonnystrom

Mason was a Senior Research Analyst at Messari focused on Web3 protocols and cryptoassets. Before Messari, Mason worked at ConsenSys as a Content Marketer focused on marketing strategy. Mason obtained his Master’s in Business Management at Hong Kong Baptist University.

Kaushik Guduru
kaushikvg

Kaushik is a Research Analysis Intern on the Enterprise team at Messari. Kaushik is also currently studying Finance at Indiana University.

Outline
  • Messari Fund Analysis
  • Investing Like a Crypto Fund
Authors
Mason Nystrom
Mason was a Senior Research Analyst at Messari focused on Web3 protocols and cryptoassets. Before Messari, Mason worked at ConsenSys as a Content Marketer focused on marketing strategy. Mason obtained his Master’s in Business Management at Hong Kong Baptist University.
Kaushik Guduru
Kaushik is a Research Analysis Intern on the Enterprise team at Messari. Kaushik is also currently studying Finance at Indiana University.