Research
Pro
AI
Consumer
DeFi

Narrative Games: Part 2

Jun 28, 2024 ⋅  14 min read

Messari Research holds quarterly "Narrative Games" meetings to assess the potential of compelling narratives based on token supply overhang, impact, probability, and market consensus. The second part of “Narrative Games” covers AI x Crypto, SocialFi, and Bitcoin Programmability.

Upgrade to Messari Pro to read this report

Pro Subscription

Professional-grade Research Reports covering the latest trends and assets in the crypto space

Fundraising Screener to track trends across 14,000+ crypto funding rounds, 500+ M&A Deals, and 10,000+ investors

Unlocked Enterprise Research Reports 90 days after they are published

Full access to advanced asset screening with custom filters, queries, and metrics

Real-time Governance Tracker covering proposals from their initial stages through votes and implementation

Advanced AI Digests with all of the features in Lite plus Key Developments for major protocol changes

Upgrade to Pro

Already a member? Sign In

Prior to joining Messari, Seth worked in traditional finance software and services, and has a MSc in Applied Mathematics. Seth is a Senior Research Analyst on the Enterprise Research team, and focuses on infrastructure, verifiable compute, and the AI x Crypto intersection.

Kunal previously worked in equity research and now considers himself a financial analyst in crypto. He specializes in valuation and bottom-up analysis for Layer-1 and DeFi protocols because he has yet to learn of a way to value NFTs.

Red is a researcher, educator, and developer in the web3 space. Red's background is in electrical and software engineering. His main interest is privacy technology, through zero-knowledge proofs and general cryptography.

About the authors

Prior to joining Messari, Seth worked in traditional finance software and services, and has a MSc in Applied Mathematics. Seth is a Senior Research Analyst on the Enterprise Research team, and focuses on infrastructure, verifiable compute, and the AI x Crypto intersection.

Kunal previously worked in equity research and now considers himself a financial analyst in crypto. He specializes in valuation and bottom-up analysis for Layer-1 and DeFi protocols because he has yet to learn of a way to value NFTs.

Red is a researcher, educator, and developer in the web3 space. Red's background is in electrical and software engineering. His main interest is privacy technology, through zero-knowledge proofs and general cryptography.