📬 #vitalik.eth 🔹🔹🔹🔹
I actually don't think it's complicated.
IMO the future of onchain mechanism design is mostly going to fit into one pattern:
something that looks like a prediction market -> something that looks like a capture-resistant, non-financialized preference-setting gadget
In other 더 보기
🔗 트위터보기
I actually don't think it's complicated.
IMO the future of onchain mechanism design is mostly going to fit into one pattern:
something that looks like a prediction market -> something that looks like a capture-resistant, non-financialized preference-setting gadget
In other 더 보기
🔗 트위터보기
X (formerly Twitter)
vitalik.eth (@VitalikButerin) on X
I actually don't think it's complicated.
IMO the future of onchain mechanism design is mostly going to fit into one pattern:
[something that looks like a prediction market] -> [something that looks like a capture-resistant, non-financialized preference…
IMO the future of onchain mechanism design is mostly going to fit into one pattern:
[something that looks like a prediction market] -> [something that looks like a capture-resistant, non-financialized preference…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Looks like we gonna pick up this week where we left off on Friday.. $SLV leading pre-market volume among all [#ETF]s and stocks, commodites [#ETF]s make up 7 of top 11 most active [#ETF]s by notional volume. One note: the -2x gold and silver [#ETF]s are on list now, they weren't last week.
🔗 트위터보기
🚩 [#ETF]
Looks like we gonna pick up this week where we left off on Friday.. $SLV leading pre-market volume among all [#ETF]s and stocks, commodites [#ETF]s make up 7 of top 11 most active [#ETF]s by notional volume. One note: the -2x gold and silver [#ETF]s are on list now, they weren't last week.
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Looks like we gonna pick up this week where we left off on Friday.. $SLV leading pre-market volume among all ETFs and stocks, commodites ETFs make up 7 of top 11 most active ETFs by notional volume. One note: the -2x gold and silver ETFs are on list now,…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Vanguard is destined to overtake BlackRock as US [#ETF] asset king (in next yr or two) as it's narrowed gap from 47% away to 6% away in 5yrs, but BlackRock's rule as revenue king is very secure, Vanguard is in 4th place in that dept. Nice look at the leaderboard over time from 더 보기
🔗 트위터보기
🚩 [#ETF]
Vanguard is destined to overtake BlackRock as US [#ETF] asset king (in next yr or two) as it's narrowed gap from 47% away to 6% away in 5yrs, but BlackRock's rule as revenue king is very secure, Vanguard is in 4th place in that dept. Nice look at the leaderboard over time from 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Vanguard is destined to overtake BlackRock as US ETF asset king (in next yr or two) as it's narrowed gap from 47% away to 6% away in 5yrs, but BlackRock's rule as revenue king is very secure, Vanguard is in 4th place in that dept. Nice look at the leaderboard…
📬 #zoomer 🔹🔹🔹🔹
🚩 [#announces]
ZOOMER
HYPERLIQUID [#announces] HIP-4, ENABLING PREDICTION MARKETS AND OPTIONS
🔗 트위터보기
🚩 [#announces]
ZOOMER
HYPERLIQUID [#announces] HIP-4, ENABLING PREDICTION MARKETS AND OPTIONS
🔗 트위터보기
X (formerly Twitter)
zoomer (@zoomerfied) on X
[ ZOOMER ]
HYPERLIQUID ANNOUNCES HIP-4, ENABLING PREDICTION MARKETS AND OPTIONS
HYPERLIQUID ANNOUNCES HIP-4, ENABLING PREDICTION MARKETS AND OPTIONS
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Emerging Markets [#ETF]s just destroyed their monthly flow record by 3x. They make up 3% of aum but took in 13% of the cash. About 40% of it went to $IEMG but dozens took in cash. Also it wasn't really at the expense of US or eq or bonds but in addition to it.
🔗 트위터보기
🚩 [#ETF]
Emerging Markets [#ETF]s just destroyed their monthly flow record by 3x. They make up 3% of aum but took in 13% of the cash. About 40% of it went to $IEMG but dozens took in cash. Also it wasn't really at the expense of US or eq or bonds but in addition to it.
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Emerging Markets ETFs just destroyed their monthly flow record by 3x. They make up 3% of aum but took in 13% of the cash. About 40% of it went to $IEMG but dozens took in cash. Also it wasn't really at the expense of US or eq or bonds but in addition to it.
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Vanguard just announced (another) round of fee cuts, 84 share classes and 53 funds.. notably their value and growth [#ETF]s are now jus 4bps. Their asset-weighted fee across $10T in aum is 7bps, and just 4bps for [#ETF]s. Nice story on it from @kgreifeld and look for Salim Ramji on [#ETF] 더 보기
🔗 트위터보기
🚩 [#ETF]
Vanguard just announced (another) round of fee cuts, 84 share classes and 53 funds.. notably their value and growth [#ETF]s are now jus 4bps. Their asset-weighted fee across $10T in aum is 7bps, and just 4bps for [#ETF]s. Nice story on it from @kgreifeld and look for Salim Ramji on [#ETF] 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Vanguard just announced (another) round of fee cuts, 84 share classes and 53 funds.. notably their value and growth ETFs are now jus 4bps. Their asset-weighted fee across $10T in aum is 7bps, and just 4bps for ETFs. Nice story on it from @kgreifeld and look…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
The hour-long [#ETF] IQ era begins today at Noon. Big guests, new segments. So much room for activities. @BloombergTV
🔗 트위터보기
🚩 [#ETF]
The hour-long [#ETF] IQ era begins today at Noon. Big guests, new segments. So much room for activities. @BloombergTV
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
The hour-long ETF IQ era begins today at Noon. Big guests, new segments. So much room for activities. @BloombergTV
📬 #Ki_Young_Ju 🔹🔹🔹🔹
You get one free alert when you sign up. I recommend turning this alert on to confirm the next Bitcoin bull cycle.
Set Alert 👇
https://cryptoquant.com/alert/preset?id=672db34f8a325507574863aa&img=link/6980d0219a2bb639680e0b81.png…
🔗 트위터보기
You get one free alert when you sign up. I recommend turning this alert on to confirm the next Bitcoin bull cycle.
Set Alert 👇
https://cryptoquant.com/alert/preset?id=672db34f8a325507574863aa&img=link/6980d0219a2bb639680e0b81.png…
🔗 트위터보기
Cryptoquant
BUY: When everyone is underwater | CryptoQuant
This signal combines on-chain indicators of all wallets' profitability (e.g., MVRV, SOPR, etc.) and appears 90 days after PnL enters a loss phase.
📬 #Ki_Young_Ju 🔹🔹🔹🔹
Bitcoin on-chain indicators are still useful.
They can miss 30% moves but tend to be right on 600% moves.
On-chain data works best for long-term trends, while short-term price action is better analyzed using technical analysis on market data.
🔗 트위터보기
Bitcoin on-chain indicators are still useful.
They can miss 30% moves but tend to be right on 600% moves.
On-chain data works best for long-term trends, while short-term price action is better analyzed using technical analysis on market data.
🔗 트위터보기
X (formerly Twitter)
Ki Young Ju (@ki_young_ju) on X
Bitcoin on-chain indicators are still useful.
They can miss 30% moves but tend to be right on 600% moves.
On-chain data works best for long-term trends, while short-term price action is better analyzed using technical analysis on market data.
They can miss 30% moves but tend to be right on 600% moves.
On-chain data works best for long-term trends, while short-term price action is better analyzed using technical analysis on market data.
📬 #Grayscale 🔹🔹🔹🔹
TOMORROW: Crypto markets continue to evolve alongside global macro shifts.
Join Zach Pandl @LowBeta , Head of Research, and Brooke Stoddard, Head of Client Service, for Grayscale’s monthly market outlook webinar.
For financial professionals only.
Save your spot: 더 보기
🔗 트위터보기
TOMORROW: Crypto markets continue to evolve alongside global macro shifts.
Join Zach Pandl @LowBeta , Head of Research, and Brooke Stoddard, Head of Client Service, for Grayscale’s monthly market outlook webinar.
For financial professionals only.
Save your spot: 더 보기
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
TOMORROW: Crypto markets continue to evolve alongside global macro shifts.
Join Zach Pandl @LowBeta, Head of Research, and Brooke Stoddard, Head of Client Service, for Grayscale’s monthly market outlook webinar.
For financial professionals only.
Save your…
Join Zach Pandl @LowBeta, Head of Research, and Brooke Stoddard, Head of Client Service, for Grayscale’s monthly market outlook webinar.
For financial professionals only.
Save your…
📬 #Grayscale 🔹🔹🔹🔹
Bitcoin call and put options data points to subdued sentiment—but that’s not the full story.
Despite near-term caution, we see a positive outlook for crypto over the intermediate and long term, supported by structural adoption and market evolution.
https://t.co/26tjsPEeG0
🔗 트위터보기
Bitcoin call and put options data points to subdued sentiment—but that’s not the full story.
Despite near-term caution, we see a positive outlook for crypto over the intermediate and long term, supported by structural adoption and market evolution.
https://t.co/26tjsPEeG0
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
Bitcoin call and put options data points to subdued sentiment—but that’s not the full story.
Despite near-term caution, we see a positive outlook for crypto over the intermediate and long term, supported by structural adoption and market evolution.
http…
Despite near-term caution, we see a positive outlook for crypto over the intermediate and long term, supported by structural adoption and market evolution.
http…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Big boy inflow into $PRIV, which represents a 300% organic jump in aum, this is the much hyped private credit [#ETF], which didn't see much interest but with this flow it's now about half a billion. Likely a model or BYOA.
🔗 트위터보기
🚩 [#ETF]
Big boy inflow into $PRIV, which represents a 300% organic jump in aum, this is the much hyped private credit [#ETF], which didn't see much interest but with this flow it's now about half a billion. Likely a model or BYOA.
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Big boy inflow into $PRIV, which represents a 300% organic jump in aum, this is the much hyped private credit ETF, which didn't see much interest but with this flow it's now about half a billion. Likely a model or BYOA.
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
The Boomers stepped up yesterday bought half a bil of bitcoin [#ETF]s. That said, YTD net flows still negative slightly. To quote Goodfellas "This is the bad time." That said, if you traveled back in time only 3yrs and told a coiner that btc would be $78k and [#ETF]s would have $100b 더 보기
🔗 트위터보기
🚩 [#ETF]
The Boomers stepped up yesterday bought half a bil of bitcoin [#ETF]s. That said, YTD net flows still negative slightly. To quote Goodfellas "This is the bad time." That said, if you traveled back in time only 3yrs and told a coiner that btc would be $78k and [#ETF]s would have $100b 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
The Boomers stepped up yesterday bought half a bil of bitcoin ETFs. That said, YTD net flows still negative slightly. To quote Goodfellas "This is the bad time." That said, if you traveled back in time only 3yrs and told a coiner that btc would be $78k and…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Nice table showing all the [#ETF] issuers' (ranked by revenue) by average [#ETF] fee and asset-weighted avg fee historically.. lot of takeaways and sub plots embedded in here via @SirYappityyapp
🔗 트위터보기
🚩 [#ETF]
Nice table showing all the [#ETF] issuers' (ranked by revenue) by average [#ETF] fee and asset-weighted avg fee historically.. lot of takeaways and sub plots embedded in here via @SirYappityyapp
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Nice table showing all the ETF issuers' (ranked by revenue) by average ETF fee and asset-weighted avg fee historically.. lot of takeaways and sub plots embedded in here via @SirYappityyapp
📬 #Grayscale 🔹🔹🔹🔹
$BNB is being added to the Grayscale CoinDesk Crypto 5 ETF (Ticker: $GDLC) as part of its scheduled rebalance, reflecting the evolving crypto market landscape and GDLC’s rules-based methodology.
🔗 트위터보기
$BNB is being added to the Grayscale CoinDesk Crypto 5 ETF (Ticker: $GDLC) as part of its scheduled rebalance, reflecting the evolving crypto market landscape and GDLC’s rules-based methodology.
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
$BNB is being added to the Grayscale CoinDesk Crypto 5 ETF (Ticker: $GDLC) as part of its scheduled rebalance, reflecting the evolving crypto market landscape and GDLC’s rules-based methodology.
📬 #Grayscale 🔹🔹🔹🔹
See important disclosures and learn more about $GDLC: https://etfs.grayscale.com/gdlc
🔗 트위터보기
See important disclosures and learn more about $GDLC: https://etfs.grayscale.com/gdlc
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
See important disclosures and learn more about $GDLC: https://t.co/w3GQbgpmUD
📬 #Grayscale 🔹🔹🔹🔹
GDLC, an exchange traded product, is not registered under the Investment Company Act of 1940, as amended (“40 Act”), and therefore is not subject to the same regulations and protections as 40 Act registered ETFs and mutual funds. GDLC is subject to significant risk and heightened 더 보기
🔗 트위터보기
GDLC, an exchange traded product, is not registered under the Investment Company Act of 1940, as amended (“40 Act”), and therefore is not subject to the same regulations and protections as 40 Act registered ETFs and mutual funds. GDLC is subject to significant risk and heightened 더 보기
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
GDLC, an exchange traded product, is not registered under the Investment Company Act of 1940, as amended (“40 Act”), and therefore is not subject to the same regulations and protections as 40 Act registered ETFs and mutual funds. GDLC is subject to significant…
📬 #Ki_Young_Ju 🔹🔹🔹🔹
After @Strategy finished buying around $87K last week, BTC dropped to $75K the next day. Interesting timing.
🔗 트위터보기
After @Strategy finished buying around $87K last week, BTC dropped to $75K the next day. Interesting timing.
🔗 트위터보기
X (formerly Twitter)
Ki Young Ju (@ki_young_ju) on X
After @Strategy finished buying around $87K last week, BTC dropped to $75K the next day. Interesting timing.
📬 #Ki_Young_Ju 🔹🔹🔹🔹
Could be coincidence, but either Strategy's buying absorbed sell pressure, or informed players timed a large sell-off as accumulation ended.
🔗 트위터보기
Could be coincidence, but either Strategy's buying absorbed sell pressure, or informed players timed a large sell-off as accumulation ended.
🔗 트위터보기
X (formerly Twitter)
Ki Young Ju (@ki_young_ju) on X
@Strategy @JerryYun44 Could be coincidence, but either Strategy's buying absorbed sell pressure, or informed players timed a large sell-off as accumulation ended.
https://t.co/Mq7HoCvApK
https://t.co/Mq7HoCvApK
📬 #vitalik.eth 🔹🔹🔹🔹
There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:
* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected
* L1 itself is scaling, 더 보기
🔗 트위터보기
There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:
* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected
* L1 itself is scaling, 더 보기
🔗 트위터보기
X (formerly Twitter)
vitalik.eth (@VitalikButerin) on X
There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:
* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected…
* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected…
📬 #Ki_Young_Ju 🔹🔹🔹🔹
Could be coincidence, but informed players timed a large sell-off as accumulation ended.
🔗 트위터보기
Could be coincidence, but informed players timed a large sell-off as accumulation ended.
🔗 트위터보기
X (formerly Twitter)
Ki Young Ju (@ki_young_ju) on X
@Strategy @JerryYun44 Could be coincidence, but informed players timed a large sell-off as accumulation ended.
https://t.co/xWC2u4QPQ9
https://t.co/xWC2u4QPQ9