📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Pretty big news. HSBC ($3T assets) entering US [#ETF] market w a gold [#ETF]. Welcome to the Terrordome!
🔗 트위터보기
🚩 [#ETF]
Pretty big news. HSBC ($3T assets) entering US [#ETF] market w a gold [#ETF]. Welcome to the Terrordome!
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Pretty big news. HSBC ($3T assets) entering US ETF market w a gold ETF. Welcome to the Terrordome!
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
$IBIT hit $100b for a hot second, which in retrospect exactly marked the top. Down to $60b today, which is still wild for a 500 day old [#ETF]. For context, it could stay stuck at this level for the next three years and it would STILL be the all time fastest [#ETF] to hit 60b
🔗 트위터보기
🚩 [#ETF]
$IBIT hit $100b for a hot second, which in retrospect exactly marked the top. Down to $60b today, which is still wild for a 500 day old [#ETF]. For context, it could stay stuck at this level for the next three years and it would STILL be the all time fastest [#ETF] to hit 60b
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
$IBIT hit $100b for a hot second, which in retrospect exactly marked the top. Down to $60b today, which is still wild for a 500 day old ETF. For context, it could stay stuck at this level for the next three years and it would STILL be the all time fastest…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Facts. Only about 6% of the assets in the bitcoin [#ETF]s have left (= 94% hanging tough), despite nasty 40% downturn and many being underwater. OGs on the other hand..
🔗 트위터보기
🚩 [#ETF]
Facts. Only about 6% of the assets in the bitcoin [#ETF]s have left (= 94% hanging tough), despite nasty 40% downturn and many being underwater. OGs on the other hand..
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Facts. Only about 6% of the assets in the bitcoin ETFs have left (= 94% hanging tough), despite nasty 40% downturn and many being underwater. OGs on the other hand..
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
FYI, we have a new home page for [#ETF] IQ, which includes all the past shows and dif clips etc available for quick viewing @BloombergTV @kgreifeld @scarletfu Here's link: https://bloomberg.com/btv/series/bloomberg-etf-iq…
🔗 트위터보기
🚩 [#ETF]
FYI, we have a new home page for [#ETF] IQ, which includes all the past shows and dif clips etc available for quick viewing @BloombergTV @kgreifeld @scarletfu Here's link: https://bloomberg.com/btv/series/bloomberg-etf-iq…
🔗 트위터보기
📬 #Grayscale 🔹🔹🔹🔹
Grayscale Research was encouraged by the takeoff in perpetual futures trading for non-crypto assets on @HyperliquidX $HYPE, a decentralized exchange (DEX) specializing in these types of derivatives.
🔗 트위터보기
Grayscale Research was encouraged by the takeoff in perpetual futures trading for non-crypto assets on @HyperliquidX $HYPE, a decentralized exchange (DEX) specializing in these types of derivatives.
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
Grayscale Research was encouraged by the takeoff in perpetual futures trading for non-crypto assets on @HyperliquidX $HYPE, a decentralized exchange (DEX) specializing in these types of derivatives.
📬 #zoomer 🔹🔹🔹🔹
🚩 [#launch]
ZOOMER
CME IS LOOKING AT [#launch]ING ITS OWN "CME COIN", THAT IT WOULD [#launch] ON A DECENTRALISED NETWORK: COINDESK
🔗 트위터보기
🚩 [#launch]
ZOOMER
CME IS LOOKING AT [#launch]ING ITS OWN "CME COIN", THAT IT WOULD [#launch] ON A DECENTRALISED NETWORK: COINDESK
🔗 트위터보기
X (formerly Twitter)
zoomer (@zoomerfied) on X
[ ZOOMER ]
CME IS LOOKING AT LAUNCHING ITS OWN "CME COIN", THAT IT WOULD LAUNCH ON A DECENTRALISED NETWORK: COINDESK
CME IS LOOKING AT LAUNCHING ITS OWN "CME COIN", THAT IT WOULD LAUNCH ON A DECENTRALISED NETWORK: COINDESK
📬 #vitalik.eth 🔹🔹🔹🔹
Have been following reactions to what I said about L2s about 1.5 days ago.
One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance - something we've done …
🔗 트위터보기
Have been following reactions to what I said about L2s about 1.5 days ago.
One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance - something we've done …
🔗 트위터보기
X (formerly Twitter)
vitalik.eth (@VitalikButerin) on X
Have been following reactions to what I said about L2s about 1.5 days ago.
One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance…
One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Great stat: Bitcoin's price is down 44% from Oct high but the amount of btc held by the [#ETF]s is only down 6.6%. #BoomerStrong
🔗 트위터보기
🚩 [#ETF]
Great stat: Bitcoin's price is down 44% from Oct high but the amount of btc held by the [#ETF]s is only down 6.6%. #BoomerStrong
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Great stat: Bitcoin's price is down 44% from Oct high but the amount of btc held by the ETFs is only down 6.6%. #BoomerStrong
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Fun fact: $GLD fell on hard times a couple times in its 22yr life as an [#ETF]. At one point it dropped 40% in 6mo and 33% of the assets left in outflows (since then it's taken in like $30b in new cash). This is why I like to point that a) 6-7% of aum leaving is actually quite 더 보기
🔗 트위터보기
🚩 [#ETF]
Fun fact: $GLD fell on hard times a couple times in its 22yr life as an [#ETF]. At one point it dropped 40% in 6mo and 33% of the assets left in outflows (since then it's taken in like $30b in new cash). This is why I like to point that a) 6-7% of aum leaving is actually quite 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Fun fact: $GLD fell on hard times a couple times in its 22yr life as an ETF. At one point it dropped 40% in 6mo and 33% of the assets left in outflows (since then it's taken in like $30b in new cash). This is why I like to point that a) 6-7% of aum leaving…
📬 #zoomer 🔹🔹🔹🔹
🚩 [#partner]
ZOOMER
POLYMARKET AND CIRCLE [#partner] TO IMPROVE STABLECOIN INFRASTRUCTURE ON PREDICTION MARKETS: X
🔗 트위터보기
🚩 [#partner]
ZOOMER
POLYMARKET AND CIRCLE [#partner] TO IMPROVE STABLECOIN INFRASTRUCTURE ON PREDICTION MARKETS: X
🔗 트위터보기
X (formerly Twitter)
zoomer (@zoomerfied) on X
[ ZOOMER ]
POLYMARKET AND CIRCLE PARTNER TO IMPROVE STABLECOIN INFRASTRUCTURE ON PREDICTION MARKETS: X
POLYMARKET AND CIRCLE PARTNER TO IMPROVE STABLECOIN INFRASTRUCTURE ON PREDICTION MARKETS: X
📬 #vitalik.eth 🔹🔹🔹🔹
Hyper-scaling Ethereum state by creating new forms of state:
https://ethresear.ch/t/hyper-scaling-state-by-creating-new-forms-of-state/24052…
Summary:
* We want 1000x scale on Ethereum L1. We roughly know how to do this for execution and data. But scaling state is fundamentally harder.
* The most practical path for Ethereum may 더 보기
🔗 트위터보기
Hyper-scaling Ethereum state by creating new forms of state:
https://ethresear.ch/t/hyper-scaling-state-by-creating-new-forms-of-state/24052…
Summary:
* We want 1000x scale on Ethereum L1. We roughly know how to do this for execution and data. But scaling state is fundamentally harder.
* The most practical path for Ethereum may 더 보기
🔗 트위터보기
Ethereum Research
Hyper-scaling state by creating new forms of state
Special thanks to Guillaume Ballet, Marius van der Wijden, Jialei Rong, CPerezz, Han, soispoke, Justin Drake, Maria Silva and Anders Elowsson for feedback and review In order to scale Ethereum over the next five years, we need to scale three resources: execution…
📬 #Grayscale 🔹🔹🔹🔹
$BTC should be evaluated like other macro assets: fundamentals and capital flows, not narratives alone.
Grayscale Head of Research Zach Pandl ( @LowBeta ) breaks down recent market technicals for @Cointelegraph .
🔗 트위터보기
$BTC should be evaluated like other macro assets: fundamentals and capital flows, not narratives alone.
Grayscale Head of Research Zach Pandl ( @LowBeta ) breaks down recent market technicals for @Cointelegraph .
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
$BTC should be evaluated like other macro assets: fundamentals and capital flows, not narratives alone.
Grayscale Head of Research Zach Pandl (@LowBeta) breaks down recent market technicals for @Cointelegraph.
Grayscale Head of Research Zach Pandl (@LowBeta) breaks down recent market technicals for @Cointelegraph.
📬 #Grayscale 🔹🔹🔹🔹
Grayscale will be attending @CoinDesk ’s @consensus_hk 2026 🇭🇰
Our team is looking forward to connecting with leaders across crypto, markets, and policy.
See you there.
🔗 트위터보기
Grayscale will be attending @CoinDesk ’s @consensus_hk 2026 🇭🇰
Our team is looking forward to connecting with leaders across crypto, markets, and policy.
See you there.
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
Grayscale will be attending @CoinDesk’s @consensus_hk 2026 🇭🇰
Our team is looking forward to connecting with leaders across crypto, markets, and policy.
See you there.
Our team is looking forward to connecting with leaders across crypto, markets, and policy.
See you there.
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Tuttle's UFO Disclosure [#ETF] is launching tmrw. Pretty cool ad, can't lie, but arguably the most "out there" [#ETF] ever launched as it buys stocks that they believe will benefit from UFO disclosure and alien technology which assumes aliens have visited Earth. Have they tho?
🔗 트위터보기
🚩 [#ETF]
Tuttle's UFO Disclosure [#ETF] is launching tmrw. Pretty cool ad, can't lie, but arguably the most "out there" [#ETF] ever launched as it buys stocks that they believe will benefit from UFO disclosure and alien technology which assumes aliens have visited Earth. Have they tho?
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Tuttle's UFO Disclosure ETF is launching tmrw. Pretty cool ad, can't lie, but arguably the most "out there" ETF ever launched as it buys stocks that they believe will benefit from UFO disclosure and alien technology which assumes aliens have visited Earth.…
📬 #Michael_Saylor 🔹🔹🔹🔹
🚩 [#announces]
Strategy [#announces] Q4 2025 results:
- 713,502 $BTC held
- 22.8% BTC Yield in 2025
- Largest US equity issuer, raised $25.3 billion in 2025
- $STRC scaled to $3.4 billion; 11.25% current dividend rate
https://t.co/d6oGz8jHI8
🔗 트위터보기
🚩 [#announces]
Strategy [#announces] Q4 2025 results:
- 713,502 $BTC held
- 22.8% BTC Yield in 2025
- Largest US equity issuer, raised $25.3 billion in 2025
- $STRC scaled to $3.4 billion; 11.25% current dividend rate
https://t.co/d6oGz8jHI8
🔗 트위터보기
Strategy
Strategy Announces Fourth Quarter 2025 Financial Results
February 5, 2026
📬 #Ki_Young_Ju 🔹🔹🔹🔹
BTC-USDT perp leverage is now cooling off.
For the past two years, inflows from MSTR and ETFs kept excessive long leverage on exchanges from getting flushed. That dynamic is fading now.
Estimated leverage is back to roughly pre-ETF approval levels (Jan 2024).
🔗 트위터보기
BTC-USDT perp leverage is now cooling off.
For the past two years, inflows from MSTR and ETFs kept excessive long leverage on exchanges from getting flushed. That dynamic is fading now.
Estimated leverage is back to roughly pre-ETF approval levels (Jan 2024).
🔗 트위터보기
X (formerly Twitter)
Ki Young Ju (@ki_young_ju) on X
BTC-USDT perp leverage is now cooling off.
For the past two years, inflows from MSTR and ETFs kept excessive long leverage on exchanges from getting flushed. That dynamic is fading now.
Estimated leverage is back to roughly pre-ETF approval levels (Jan…
For the past two years, inflows from MSTR and ETFs kept excessive long leverage on exchanges from getting flushed. That dynamic is fading now.
Estimated leverage is back to roughly pre-ETF approval levels (Jan…