📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Huge news today: a private credit interval fund is halting redemptions. Besides what it says about underlying mkt liquidity this is gonna further erode trust in funds w five letter tickers. This wouldn’t happen in an [#ETF], even if everything is illiquid the [#ETF] trades on. You can 더 보기
🔗 트위터보기
🚩 [#ETF]
Huge news today: a private credit interval fund is halting redemptions. Besides what it says about underlying mkt liquidity this is gonna further erode trust in funds w five letter tickers. This wouldn’t happen in an [#ETF], even if everything is illiquid the [#ETF] trades on. You can 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Huge news today: a private credit interval fund is halting redemptions. Besides what it says about underlying mkt liquidity this is gonna further erode trust in funds w five letter tickers. This wouldn’t happen in an ETF, even if everything is illiquid the…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Bitcoin [#ETF]s' cumulative net inflows (the most imp number) peaked at +$63b in October. Today it's +$53b. That's NET NET +$53b in only two years. Our (more bullish than most of our peers) prediction was $5-15b in first year. This is imp context to consider when looking/writing 더 보기
🔗 트위터보기
🚩 [#ETF]
Bitcoin [#ETF]s' cumulative net inflows (the most imp number) peaked at +$63b in October. Today it's +$53b. That's NET NET +$53b in only two years. Our (more bullish than most of our peers) prediction was $5-15b in first year. This is imp context to consider when looking/writing 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Bitcoin ETFs' cumulative net inflows (the most imp number) peaked at +$63b in October. Today it's +$53b. That's NET NET +$53b in only two years. Our (more bullish than most of our peers) prediction was $5-15b in first year. This is imp context to consider…
📬 #vitalik.eth 🔹🔹🔹🔹
There is also an important synergy between FOCIL and AA (EIP-8141, which is based on 7701):
8141 makes not just smart accounts (including multisig, quantum-resistant signatures, key changes, gas sponsorship) first-class citizens, it also can do the same for privacy protocols 더 보기
🔗 트위터보기
There is also an important synergy between FOCIL and AA (EIP-8141, which is based on 7701):
8141 makes not just smart accounts (including multisig, quantum-resistant signatures, key changes, gas sponsorship) first-class citizens, it also can do the same for privacy protocols 더 보기
🔗 트위터보기
X (formerly Twitter)
vitalik.eth (@VitalikButerin) on X
There is also an important synergy between FOCIL and AA (EIP-8141, which is based on 7701):
8141 makes not just smart accounts (including multisig, quantum-resistant signatures, key changes, gas sponsorship) first-class citizens, it also can do the same…
8141 makes not just smart accounts (including multisig, quantum-resistant signatures, key changes, gas sponsorship) first-class citizens, it also can do the same…
📬 #Grayscale 🔹🔹🔹🔹
"It's just very early. And we need to think about it from a long game perspective."
At #ETHDenver, Grayscale’s Head of Product & Research, @Ray_scale , shared why tokenization is still in its earliest innings, and why the potential opportunity lies in long-term capital formation 더 보기
🔗 트위터보기
"It's just very early. And we need to think about it from a long game perspective."
At #ETHDenver, Grayscale’s Head of Product & Research, @Ray_scale , shared why tokenization is still in its earliest innings, and why the potential opportunity lies in long-term capital formation 더 보기
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
It's just very early. And we need to think about it from a long game perspective."
At #ETHDenver, Grayscale’s Head of Product & Research, @Ray_scale, shared why tokenization is still in its earliest innings, and why the potential opportunity lies in long…
At #ETHDenver, Grayscale’s Head of Product & Research, @Ray_scale, shared why tokenization is still in its earliest innings, and why the potential opportunity lies in long…
📬 #vitalik.eth 🔹🔹🔹🔹
Ethereum L1 protocol research is taking leaps forward in 2026. A good post from @ralexstokes :
https://x.com/ralexstokes/status/2024155683319611850…
* Scale
* Improve UX
* Harden
🔗 트위터보기
Ethereum L1 protocol research is taking leaps forward in 2026. A good post from @ralexstokes :
https://x.com/ralexstokes/status/2024155683319611850…
* Scale
* Improve UX
* Harden
🔗 트위터보기
X (formerly Twitter)
stokes (@ralexstokes) on X
Announcing three new tracks for our work at @ethereumfndn Protocol this year!
tl;dr:
- Scale (@adietrichs, @vdWijden, @raulvk)
- Improve UX (@barnabemonnot, @lightclients)
- Harden the L1 (@fredrik0x, @parithosh_j, @soispoke)
1/...
tl;dr:
- Scale (@adietrichs, @vdWijden, @raulvk)
- Improve UX (@barnabemonnot, @lightclients)
- Harden the L1 (@fredrik0x, @parithosh_j, @soispoke)
1/...
📬 #vitalik.eth 🔹🔹🔹🔹
# Improve UX
We often make the mistake of thinking about "improving UX" and "improving user-layer security" as being two separate domains. In reality though, they are a tightly interconnected tradeoff space. It's not UX vs security, it's improving the UX of security (or 더 보기
https://t.co/rkzDqxnQOX
🔗 트위터보기
# Improve UX
We often make the mistake of thinking about "improving UX" and "improving user-layer security" as being two separate domains. In reality though, they are a tightly interconnected tradeoff space. It's not UX vs security, it's improving the UX of security (or 더 보기
https://t.co/rkzDqxnQOX
🔗 트위터보기
firefly.social
View @VitalikButerin's post on Firefly
Join the conversation on Firefly: follow, comment and engage with Web3 social posts in real time.
📬 #vitalik.eth 🔹🔹🔹🔹
# Harden
FOCIL is already a significant hardening of Ethereum.
But beyond that, the most important work this year is not in the glamorous (heh) EIPs, it's in the gritty stuff:
* Network security testing
* Post-quantum readiness (eg. we are also exploring EIPs to make it much 더 보기
🔗 트위터보기
# Harden
FOCIL is already a significant hardening of Ethereum.
But beyond that, the most important work this year is not in the glamorous (heh) EIPs, it's in the gritty stuff:
* Network security testing
* Post-quantum readiness (eg. we are also exploring EIPs to make it much 더 보기
🔗 트위터보기
X (formerly Twitter)
vitalik.eth (@VitalikButerin) on X
@ralexstokes ## Harden
FOCIL is already a significant hardening of Ethereum.
But beyond that, the most important work this year is not in the glamorous (heh) EIPs, it's in the gritty stuff:
* Network security testing
* Post-quantum readiness (eg. we are…
FOCIL is already a significant hardening of Ethereum.
But beyond that, the most important work this year is not in the glamorous (heh) EIPs, it's in the gritty stuff:
* Network security testing
* Post-quantum readiness (eg. we are…
📬 #Grayscale 🔹🔹🔹🔹
On stage at @CoinDesk 's @consensus_hk .
Grayscale CEO, @PeterMintzberg , and Chief Legal Officer, @CraigSalm , shared perspectives on market structure, regulatory clarity, and the continued maturation of digital assets as an institutional asset class.
🔗 트위터보기
On stage at @CoinDesk 's @consensus_hk .
Grayscale CEO, @PeterMintzberg , and Chief Legal Officer, @CraigSalm , shared perspectives on market structure, regulatory clarity, and the continued maturation of digital assets as an institutional asset class.
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
On stage at @CoinDesk's @consensus_hk.
Grayscale CEO, @PeterMintzberg, and Chief Legal Officer, @CraigSalm, shared perspectives on market structure, regulatory clarity, and the continued maturation of digital assets as an institutional asset class.
Grayscale CEO, @PeterMintzberg, and Chief Legal Officer, @CraigSalm, shared perspectives on market structure, regulatory clarity, and the continued maturation of digital assets as an institutional asset class.
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Defiance filing for a Drone and Modern Warfare [#ETF]. Somehow got the ticker $JEDI Drone [#ETF]s have struggled in past, maybe timing right now, we’ll see
🔗 트위터보기
🚩 [#ETF]
Defiance filing for a Drone and Modern Warfare [#ETF]. Somehow got the ticker $JEDI Drone [#ETF]s have struggled in past, maybe timing right now, we’ll see
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Defiance filing for a Drone and Modern Warfare ETF. Somehow got the ticker $JEDI Drone ETFs have struggled in past, maybe timing right now, we’ll see
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Correction: while Blue Owl has an interval fund this specific one is a BDC. Both retail facing but different. Point re how this wouldn’t happen w [#ETF]s stands tho. Also I’m not saying [#ETF]s are the right wrapper per se for this asset I’m just saying you wouldn’t have this problem, 더 보기
🔗 트위터보기
🚩 [#ETF]
Correction: while Blue Owl has an interval fund this specific one is a BDC. Both retail facing but different. Point re how this wouldn’t happen w [#ETF]s stands tho. Also I’m not saying [#ETF]s are the right wrapper per se for this asset I’m just saying you wouldn’t have this problem, 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Correction: while Blue Owl has an interval fund this specific one is a BDC. Both retail facing but different. Point re how this wouldn’t happen w ETFs stands tho. Also I’m not saying ETFs are the right wrapper per se for this asset I’m just saying you wouldn’t…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
The race to zero has hit a wall as the asset weighted average [#ETF] fee has finally stopped its descent and even reversed a bit (this chart is one of the scariest, albeit slow moving ones for Wall St, equiv to rising of sea levels for climate advocates). The reason for this is: the 더 보기
🔗 트위터보기
🚩 [#ETF]
The race to zero has hit a wall as the asset weighted average [#ETF] fee has finally stopped its descent and even reversed a bit (this chart is one of the scariest, albeit slow moving ones for Wall St, equiv to rising of sea levels for climate advocates). The reason for this is: the 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
The race to zero has hit a wall as the asset weighted average ETF fee has finally stopped its descent and even reversed a bit (this chart is one of the scariest, albeit slow moving ones for Wall St, equiv to rising of sea levels for climate advocates). The…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
What's interesting about this is that the amount of money going into [#ETF]s charging 10bps or less (aka the reason this chart was descending for so long) actually broke all time record last year, but the other buckets did too bc there's just so much cash going into the industry. 더 보기
🔗 트위터보기
🚩 [#ETF]
What's interesting about this is that the amount of money going into [#ETF]s charging 10bps or less (aka the reason this chart was descending for so long) actually broke all time record last year, but the other buckets did too bc there's just so much cash going into the industry. 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
What's interesting about this is that the amount of money going into ETFs charging 10bps or less (aka the reason this chart was descending for so long) actually broke all time record last year, but the other buckets did too bc there's just so much cash going…
📬 #Grayscale 🔹🔹🔹🔹
"A little goes a long way."
— Grayscale Head of Research, Zach Pandl @LowBeta , on @assettv 's ETF Show.
🔗 트위터보기
"A little goes a long way."
— Grayscale Head of Research, Zach Pandl @LowBeta , on @assettv 's ETF Show.
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
A little goes a long way."
— Grayscale Head of Research, Zach Pandl @LowBeta, on @assettv's ETF Show.
— Grayscale Head of Research, Zach Pandl @LowBeta, on @assettv's ETF Show.
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
INSANE: The Proshares GENIUS Money Market [#ETF] $IQMM saw $17b in Day One volume yest. That is multitudes beyond the all-time record for an [#ETF]. For context $IBIT did $1b. BlackRock's ESG [#ETF] seeded by pensions did $2b. This is like 8x that. Has to be BYOA, but still, unreal. That 더 보기
🔗 트위터보기
🚩 [#ETF]
INSANE: The Proshares GENIUS Money Market [#ETF] $IQMM saw $17b in Day One volume yest. That is multitudes beyond the all-time record for an [#ETF]. For context $IBIT did $1b. BlackRock's ESG [#ETF] seeded by pensions did $2b. This is like 8x that. Has to be BYOA, but still, unreal. That 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
INSANE: The Proshares GENIUS Money Market ETF $IQMM saw $17b in Day One volume yest. That is multitudes beyond the all-time record for an ETF. For context $IBIT did $1b. BlackRock's ESG ETF seeded by pensions did $2b. This is like 8x that. Has to be BYOA…
📬 #Grayscale 🔹🔹🔹🔹
Sustained adoption starts with education.
At @CoinDesk 's @consensus_hk , Grayscale CEO @PeterMintzberg shared how the Firm engages financial advisors through hundreds of in-depth discussions focused on understanding digital assets and incorporating them responsibly into client 더 보기
🔗 트위터보기
Sustained adoption starts with education.
At @CoinDesk 's @consensus_hk , Grayscale CEO @PeterMintzberg shared how the Firm engages financial advisors through hundreds of in-depth discussions focused on understanding digital assets and incorporating them responsibly into client 더 보기
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
Sustained adoption starts with education.
At @CoinDesk's @consensus_hk, Grayscale CEO @PeterMintzberg shared how the Firm engages financial advisors through hundreds of in-depth discussions focused on understanding digital assets and incorporating them responsibly…
At @CoinDesk's @consensus_hk, Grayscale CEO @PeterMintzberg shared how the Firm engages financial advisors through hundreds of in-depth discussions focused on understanding digital assets and incorporating them responsibly…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Prepping for presentation I found this slide from last year, it's a bit strong but I stand by it re what will be the main impact of MFs adding on [#ETF] share classes (which should kick off in next few wks). In two words: Draaaiiiinage, Eli
🔗 트위터보기
🚩 [#ETF]
Prepping for presentation I found this slide from last year, it's a bit strong but I stand by it re what will be the main impact of MFs adding on [#ETF] share classes (which should kick off in next few wks). In two words: Draaaiiiinage, Eli
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Prepping for presentation I found this slide from last year, it's a bit strong but I stand by it re what will be the main impact of MFs adding on ETF share classes (which should kick off in next few wks). In two words: Draaaiiiinage, Eli
📬 #vitalik.eth 🔹🔹🔹🔹
"AI becomes the government" is dystopian: it leads to slop when AI is weak, and is doom-maximizing once AI becomes strong. But AI used well can be empowering, and push the frontier of democratic / decentralized modes of governance.
The core problem with democratic / 더 보기
🔗 트위터보기
"AI becomes the government" is dystopian: it leads to slop when AI is weak, and is doom-maximizing once AI becomes strong. But AI used well can be empowering, and push the frontier of democratic / decentralized modes of governance.
The core problem with democratic / 더 보기
🔗 트위터보기
X (formerly Twitter)
vitalik.eth (@VitalikButerin) on X
AI becomes the government" is dystopian: it leads to slop when AI is weak, and is doom-maximizing once AI becomes strong. But AI used well can be empowering, and push the frontier of democratic / decentralized modes of governance.
The core problem with democratic…
The core problem with democratic…
📬 #Grayscale 🔹🔹🔹🔹
Grayscale Sui Staking ETF (Ticker: $GSUI) - 100% Staking, 0% Fees¹.
Get exposure to the $SUI token with Grayscale, the world’s largest crypto-focused asset manager².
🔗 트위터보기
Grayscale Sui Staking ETF (Ticker: $GSUI) - 100% Staking, 0% Fees¹.
Get exposure to the $SUI token with Grayscale, the world’s largest crypto-focused asset manager².
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
Grayscale Sui Staking ETF (Ticker: $GSUI) - 100% Staking, 0% Fees¹.
Get exposure to the $SUI token with Grayscale, the world’s largest crypto-focused asset manager².
Get exposure to the $SUI token with Grayscale, the world’s largest crypto-focused asset manager².
📬 #Grayscale 🔹🔹🔹🔹
Learn more about $GSUI and see important disclosures:
https://t.co/34rxtwLpdc
🔗 트위터보기
Learn more about $GSUI and see important disclosures:
https://t.co/34rxtwLpdc
🔗 트위터보기