Pinned
Head of Research @grayscale. Formerly economist and macro strategist @goldmansachs. Opinions are my own. Disclosure: grayscale.com/terms-of-servi…
- ETH vs TSLA this year … maybe the price action is more about fund flows than the scaling strategy?
- Solana, the invisible metropolis, has manifested irl at 35 Wall Street @solanaspaces
- Record stablecoin transaction volume in October. Biggest increase was Solana.
- I did the orb! The World App is working great for payments in Argentina. Thanks for the opportunity @0xPenryn @worldcoinfnd @worldnetwork
- "There is nothing to be afraid of when thinking about using smart contracts, tokenization, or distributed ledgers in everyday transactions" - Fed Gov Waller Technological Advancements in Payments federalreserve.gov/newsevents/spe… via @FederalReserve
- Solana’s high throughput and low fees help fuel DeFi, payments, and consumer apps. With GSOL on NYSE Arca, investors can add straightforward SOL exposure alongside Bitcoin/Ethereum in an easy-to-trade, staking-enabled ETP
- The entire crypto project is incomplete without privacyBitcoin is insurance against fiat. ZCash is insurance against Bitcoin.
- “a shift in economic philosophy is emerging that is potentially as profound as the rethinking unleashed by John Maynard Keynes after the Second World War” - Gillian Tett Tariffs on goods may be a prelude to tariffs on money ft.com/content/b1bf08… via @FT
- Hyperliquid spot volume was briefly higher than Coinbase spot volume last monthReplying to @Grayscale and @lowbeta
- Traditional financial institutions complaining about competition from crypto is the most bullish thing ever🇺🇸 UPDATE: The Bank Policy Institute urged Congress to close the GENIUS Act stablecoin interest loophole to prevent deposit flight.
















