Zach Pandl @LowBeta
Head of Research @grayscale. Formerly economist and macro strategist @goldmansachs. Opinions are my own. Disclosure: https://t.co/ojLj461iVI grayscale.com/research Stamford, CT Joined November 2021-
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CT feedback about our report on $AAVE and cash flows: you should have said that Litecoin $LTC was digital silver
@KiwiTuckerNE @Grayscale litecoin is digital silver
@LitecoinTA We didn’t intend to convey that nuance with the graphic
@litecoin @Grayscale This is true! BTW, LTC has best social content
DAO tokens like $AAVE can be valued with cash flows, but their legal structure differs from traditional businesses (eg LLCs, S-Corps, and C-Corps) More detail in our latest report: research.grayscale.com/reports/guide-…
$MORPHO❤️Privacy
One of the next frontiers for onchain lending will be privacy: the ability for institutions to allocate, earn, and manage positions without showing their strategy to the entire market. Today we announce with @zama the launch of the first confidential vault: confidential USDC can
@cz_binance $BNB Chain is in a good place to meet some of this demand in my view
@PubKey @btclawyerguy Such a weird story. How can you claim BTC without having the private key?
One of the most powerful ideas in DeFi is the open architecture approach Instead of waiting for @HyperliquidX to list a market, builders can deploy their own products on top of Hyperliquid’s infrastructure The result is a platform with the ability to scale and adapt rapidly based on demand That utility drives our conviction in $HYPE
"I've been hesitant to call this a crypto winter, but I think I have succumbed to the facts now" Zach Pandl on why he's finally willing to call this a crypto winter "I think we are in a conventional crypto winter. There's some ways it will probably be different than those in the past, but clearly it's a bear market that has lasted a fairly long time and is validated by some of the fundamentals" "It's about magnitude and duration. Whether price has gone down far enough and for long enough that it deserves the W word. In past winters they were more like 80% declines. We're tracking more in the fifties. Not quite as severe but on the pace of those past winters" "There are some ongoing pressures. The issues around Strategy make me think we're not entirely out of the woods. If price were to start taking off right now, maybe I'd say we've escaped. But the magnitude and duration look long enough that I'm willing to use that label"
The Fed, Iran Trade, and Why BTC Looks Cheap Right Now x.com/i/broadcasts/1…
Only 1 cutter in dot plot, down from 12 in March
Very hawkish dot plot. Nine out of 18 officials have at least one hike this year (and six of those 9 have *multiple hikes*). Only one person has a cut this year, and one participant (presumably Warsh) didn't submit an SEP The statement gets a complete writethru from top to
Today at 2pm ET! ⬇️
Warsh's first Fed presser. The Iran ceasefire trade. Bitcoin surging back. @Steven_Ehrlich talks macro-to-crypto with Zach Pandl [ @LowBeta ], Head of Research at @Grayscale — is crypto spring real, or is it a trap? Today at 2pm ET. Join us on: x - x.com/bitsandbips
@LorenzoARK Flat supply in bear market is good outcome
The turf war between the SEC and CFTC is over. The race to build is on. @CraigSalm (@Grayscale), Jeff Steiner (@gibsondunn), @tjsmith414 (@WilmerHale), and @d_gerhardstein (@jump_) broke down what the shift means for firms building now at Solana Summit: Washington x Wall Street. Moderated by SPI's @pmwnyc.
@MikePearsonIII @Grayscale @aave Possible but it will need to produce more revenue
There will be so many tokens ⬇️
Are Crypto Tokens Just Equity Without Investor Protections? As tokens increasingly provide economic exposure to projects, an important question remains: what protections do investors actually receive? At InnovateMiami, @MikeSilagadze (@ether_fi), @akshat_hk (@MaelstromFund),
Grayscale Research believes $AAVE may be undervalued at current levels Our fair value is $80 to $100, with a base case of ~$175 in a year Cash-flow driven tokens like @aave can be valued like a financial business Read the full report here: research.grayscale.com/reports/guide-…
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