Appreciate the feedback here. On behalf of Messari protocol services we understand the missed opportunity, and will work with Jack & team to strengthen the ongoing relationship moving forward. It’s important to clarify that these are not commissioned reports that POKT invests into. These are bespoke pieces written by a separate research group within Messari.
- For the theses: These opinions formulated with the end of year report are strictly the opinion of our CEO Ryan Selkis. To be transparent 90% of DePIN and other web3 infra projects weren’t directly mentioned.
- For the recent DePIN piece: The enterprise team has been redefining what should be considered DePIN, and have been leaning towards excluding blockchain infra networks due to them solely being used for crypto. The notion of the team feels that DePIN needs to be more classified towards networks that have utility outside of the crypto ecosystem.
We’ve been thinking about a further taxonomical breakdown as it’s too broad at this point - the narrative our analysts have been following is applications that are exogenous to crypto, but built on web3 rails (ex wireless, geospatial, energy, etc.) as that has been the more recent developments to the space. The enterprise team in the past between 2022-2023 has covered POKT in a few of their reports, its difficult for them to provide coverage within all published DePIN reports from their side.
That being said POKT is commissioned within the protocol services arm of Messari. Our main priority is to create transparency powered by actionable insights while remaining objective/unbiased as possible. These reports are distributed through the best tradfi platforms in the space (Bloomberg, S&P Capital, and Refinitiv.) The eyeballs viewing these reports encompass over 10 trillion in AUM ranging between the top asset managers, hedge funds, VCs.
Will set up a call asap with Jack & his team to find ways to improve the relationship moving forward. This feedback has created internal discussions around RPCs and the lack of recent coverage. I wouldn’t be surprised if this sparks an appetite for future coverage of POKT in 2024. I’m happy to address any further question the community has, please feel free to shoot me over any further feedback as we look to resolve these grievances.