🐦트위터 코인정보 (주요인물) – Telegram
🐦트위터 코인정보 (주요인물)
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본채널 @coingram_ch, 문의 @coingram_adm
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📬 #Grayscale 🔹🔹🔹🔹

Click here for the ETH prospectus: https://etfs.grayscale.com/eth-prospectus

¹ETH has delivered 2.88% in gross staking rewards, as of 1/26/2026 (Source: Grayscale). This rate represents the average total annualized staking rewards to the Fund over the trailing 60 days, as of 1/26/2026. Reward 더 보기

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📬 #Grayscale 🔹🔹🔹🔹

How are macro forces shaping crypto markets today?

Join Zach Pandl @LowBeta , Head of Research, and Brooke Stoddard, Head of Client Service, for Grayscale’s monthly market webinar covering trends, insights, and the road ahead for digital assets.

For financial professionals only. 더 보기

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

FEEDING FRENZY: [#ETF]s now at $151b in flows for month (with two days left still), that's about 4x the norm for January and double the all-time record (set last yr). That's an 8.3b/day pace, which if they were keep up would get them $2.1T for year.

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📬 #Ki_Young_Ju 🔹🔹🔹🔹

After my recent birthday, I recalculated my perceived life progress. At 34, assuming a 100-year lifespan, it comes out to 79%. What feels right is that after three years, it has increased by only 1%. Time really does feel faster as you get older.

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📬 #Ki_Young_Ju 🔹🔹🔹🔹

After my recent birthday, I recalculated my perceived life progress. At 34, assuming a 100-year lifespan, it comes out to 79%. What feels right is that after three years, it has increased by only 2%. Time really does feel faster as you get older.

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Active [#ETF]s are so hot rn (a la Hansel) even the Passive Giants are flooding the zone with products.. here's the % of each issuer's lineup that is active, huge surges all around over past 5yrs. Active [#ETF]s now make up 51% of all products, 33% of flows and 26% of rev (yet just 10% 더 보기

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

The renaissance in active has stopped the Low Cost Pendulum, which was swinging for decades and has finally come to a stop at 18bps (the asset wgt avg fee for all [#ETF]s). This has also been huge for revenue which jumped 26% last year. Here's each issuer by passive vs active rev

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📬 #Grayscale 🔹🔹🔹🔹

Not all L1s are built the same.
Grayscale Research highlights 5 smart contract platforms with differentiated approaches and long-term value potential:
$ETH • $SOL • $SUI • $BNB • $AVAX
Innovation moves fast—conviction comes from strategy.

https://t.co/3vlNzoeZ7T

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

One of the most interesting things I learned here is just how much SPVs suck, and how private cos do NOT want to be in SPVs or [#ETF]s.. they don't like the idea. The only problem is investors want it that way. The demand is hard to ignore. And we know [#ETF] issuers will take a mile 더 보기

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📬 #Ki_Young_Ju 🔹🔹🔹🔹

I revived Satoshi using all his posts and emails and briefed him on the current state of Bitcoin.

He is unhappy with the community’s focus on speculation over tech and with institutionalization leading to re-intermediation, not disintermediation.

Without a healthy dev community 더 보기

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

The 2x Sandisk [#ETF] traded $189m today on only its 3rd day on the market. That is A LOT. Not sure how it happens but the issuers are doing good job of making trading crowd aware of these new [#ETF]s (Reddit forum?) normally takes months for volume like this. $SNXX

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Amazing, seven of the top 11 most traded [#ETF]s are commodities (gold, silver, bitcoin). That's def a first. The GLD volume is the craziest, that's about 50% beyond its old all-time record. Top 5 day all time for $IBIT and $SLV too.

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