Valueverse

Today I’m stepping into the CEO role at Messari. After conversations with Eric and the board, we agreed this is the right step for the company’s next chapter. This transition also includes a difficult decision: we’ve parted ways with many teammates who helped build Messari into what it is today. I’m incredibly grateful for their work and the impact they’ve had on the company. They’re an exceptionally talented group, and I’m eager to help connect them with teams that are hiring. Looking ahead, we’re doubling down on Messari as an AI-first company serving institutions through research and AI products. The industry and the world are changing quickly, but our mission remains the same: helping customers navigate crypto with confidence.

High-quality, revenue generating assets in the categories of tokenization, stablecoins, and perps will dominate the market this year. Return to fundamentals.

When I first entered crypto, the most common advice I heard (and still see echoed a lot) was some variation of "don't chase the pump, be patient, don't sell conviction bags for narrative, etc." The narrative is always that one should remain patient while other coins are pumping, and that your chosen coin will have its turn eventually. This is wrong. It’s framed as a test of discipline, where "chasing green candles" is the ultimate sin and holding a stagnant bag is a mark of a "true" investor. This mindset treats the market like a waiting room, assuming that if you just sit still long enough, your number will eventually be called. Looking back, I find this to be the most horrible advice. By prioritizing "discretionary conviction" over Relative Strength and momentum, you are essentially deciding that your personal judgment of a project’s value is more reliable than the market’s immediate, objective feedback on something much simpler. It asks you to ignore the momentum and trend staring you in the face in favor of your subjective story. In reality, the coins that are leading the charge are doing so for a reason. If you trade momentum/trend only you don't even have to care about that reason all that much. Instead of waiting for a laggard to wake up, a more effective approach is to identify what is actually picking up speed. Quite the opposite of "don't chase the pump".