📬 #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…
📬 #Ki_Young_Ju 🔹🔹🔹🔹
Some say stock and real estate markets have topped out because global population growth has topped out.
🔗 트위터보기
Some say stock and real estate markets have topped out because global population growth has topped out.
🔗 트위터보기
X (formerly Twitter)
Ki Young Ju (@ki_young_ju) on X
Some say stock and real estate markets have topped out because global population growth has topped out.
📬 #Ki_Young_Ju 🔹🔹🔹🔹
Unless this is forced selling, it is hard to see institutions unloading this much supply all at once.
The scary part of forced selling in Bitcoin is that it tends to cascade. As funds get liquidated and prices fall, miners go bankrupt, and even retail investors who held on until 더 보기
🔗 트위터보기
Unless this is forced selling, it is hard to see institutions unloading this much supply all at once.
The scary part of forced selling in Bitcoin is that it tends to cascade. As funds get liquidated and prices fall, miners go bankrupt, and even retail investors who held on until 더 보기
🔗 트위터보기
X (formerly Twitter)
Ki Young Ju (@ki_young_ju) on X
Unless this is forced selling, it is hard to see institutions unloading this much supply all at once.
The scary part of forced selling in Bitcoin is that it tends to cascade. As funds get liquidated and prices fall, miners go bankrupt, and even retail investors…
The scary part of forced selling in Bitcoin is that it tends to cascade. As funds get liquidated and prices fall, miners go bankrupt, and even retail investors…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Bitcoin [#ETF]s reported $434m in outflows yesterday, $IBIT was $175m of it. YTD net outflows -$2.2b and the total since collapse is around $8b. Still, more than 90% of aum hanging tough, forced to weather what feels like a Cat 5 hurricane.
🔗 트위터보기
🚩 [#ETF]
Bitcoin [#ETF]s reported $434m in outflows yesterday, $IBIT was $175m of it. YTD net outflows -$2.2b and the total since collapse is around $8b. Still, more than 90% of aum hanging tough, forced to weather what feels like a Cat 5 hurricane.
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Bitcoin ETFs reported $434m in outflows yesterday, $IBIT was $175m of it. YTD net outflows -$2.2b and the total since collapse is around $8b. Still, more than 90% of aum hanging tough, forced to weather what feels like a Cat 5 hurricane.
📬 #zoomer 🔹🔹🔹🔹
🚩 [#buyback] [#announces]
ZOOMER
MEGAETH [#announces] THEY WILL USE NATIVE STABLECOIN YIELD TO [#buyback] $MEGA TOKENS: X
🔗 트위터보기
🚩 [#buyback] [#announces]
ZOOMER
MEGAETH [#announces] THEY WILL USE NATIVE STABLECOIN YIELD TO [#buyback] $MEGA TOKENS: X
🔗 트위터보기
X (formerly Twitter)
zoomer (@zoomerfied) on X
[ ZOOMER ]
MEGAETH ANNOUNCES THEY WILL USE NATIVE STABLECOIN YIELD TO BUYBACK $MEGA TOKENS: X
MEGAETH ANNOUNCES THEY WILL USE NATIVE STABLECOIN YIELD TO BUYBACK $MEGA TOKENS: X
📬 #zoomer 🔹🔹🔹🔹
🚩 [#airdrop]
ZOOMER
BITHUMB ACKNOWLEDGES IT [#airdrop]PED LARGE AMOUNTS OF BTC TO CUSTOMERS - WHO SOLD IT - LEADING TO LARGE PRICE DROPS ON THE EXCHANGE: BLOG
🔗 트위터보기
🚩 [#airdrop]
ZOOMER
BITHUMB ACKNOWLEDGES IT [#airdrop]PED LARGE AMOUNTS OF BTC TO CUSTOMERS - WHO SOLD IT - LEADING TO LARGE PRICE DROPS ON THE EXCHANGE: BLOG
🔗 트위터보기
X (formerly Twitter)
zoomer (@zoomerfied) on X
[ ZOOMER ]
BITHUMB ACKNOWLEDGES IT AIRDROPPED LARGE AMOUNTS OF BTC TO CUSTOMERS - WHO SOLD IT - LEADING TO LARGE PRICE DROPS ON THE EXCHANGE: BLOG
BITHUMB ACKNOWLEDGES IT AIRDROPPED LARGE AMOUNTS OF BTC TO CUSTOMERS - WHO SOLD IT - LEADING TO LARGE PRICE DROPS ON THE EXCHANGE: BLOG
📬 #Grayscale 🔹🔹🔹🔹
Markets aren’t stalling on fundamentals — they’re stalling on uncertainty.
Grayscale Head of Research Zach Pandl @LowBeta explains on @BizBriefing :
• Delays in U.S. crypto market structure legislation
• Rising (and often misunderstood) concerns around quantum computing
🔗 트위터보기
Markets aren’t stalling on fundamentals — they’re stalling on uncertainty.
Grayscale Head of Research Zach Pandl @LowBeta explains on @BizBriefing :
• Delays in U.S. crypto market structure legislation
• Rising (and often misunderstood) concerns around quantum computing
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
Markets aren’t stalling on fundamentals — they’re stalling on uncertainty.
Grayscale Head of Research Zach Pandl @LowBeta explains on @BizBriefing:
• Delays in U.S. crypto market structure legislation
• Rising (and often misunderstood) concerns around quantum…
Grayscale Head of Research Zach Pandl @LowBeta explains on @BizBriefing:
• Delays in U.S. crypto market structure legislation
• Rising (and often misunderstood) concerns around quantum…
📬 #vitalik.eth 🔹🔹🔹🔹
It's a good decision!
ENS names and records are a form of state that is central to the Ethereum ecosystem, the state is limited in size and there is high value in it being as accessible as possible from anywhere.
It's also a semi-financial application, in the sense that buying 더 보기
🔗 트위터보기
It's a good decision!
ENS names and records are a form of state that is central to the Ethereum ecosystem, the state is limited in size and there is high value in it being as accessible as possible from anywhere.
It's also a semi-financial application, in the sense that buying 더 보기
🔗 트위터보기
X (formerly Twitter)
vitalik.eth (@VitalikButerin) on X
It's a good decision!
ENS names and records are a form of state that is central to the Ethereum ecosystem, the state is limited in size and there is high value in it being as accessible as possible from anywhere.
It's also a semi-financial application,…
ENS names and records are a form of state that is central to the Ethereum ecosystem, the state is limited in size and there is high value in it being as accessible as possible from anywhere.
It's also a semi-financial application,…
📬 #Grayscale 🔹🔹🔹🔹
Grayscale Chief Legal Officer @CraigSalm will join @CoinDesk ’s @Consensus_HK 2026 “The Regulatory Shift of Crypto” panel.
From policy clarity to market implications, the panel will examine what we're looking toward in the evolving regulatory landscape.
🔗 트위터보기
Grayscale Chief Legal Officer @CraigSalm will join @CoinDesk ’s @Consensus_HK 2026 “The Regulatory Shift of Crypto” panel.
From policy clarity to market implications, the panel will examine what we're looking toward in the evolving regulatory landscape.
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
Grayscale Chief Legal Officer @CraigSalm will join @CoinDesk’s @Consensus_HK 2026 “The Regulatory Shift of Crypto” panel.
From policy clarity to market implications, the panel will examine what we're looking toward in the evolving regulatory landscape.
From policy clarity to market implications, the panel will examine what we're looking toward in the evolving regulatory landscape.