🐦트위터 코인정보 (주요인물) – Telegram
🐦트위터 코인정보 (주요인물)
111 subscribers
5 photos
18.8K links
본채널 @coingram_ch, 문의 @coingram_adm
Download Telegram
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

[#ETF] inflows up to $304b YTD, which is DOUBLE the all-time record pace from last year. $VOO at $30b, also ahead of its record pace by 6b while Vanguard as whole is already at $100b, a $3b/day pace, and double anyone else. Doubtful this pace can be kept up all yr but who knows..

🔗 트위터보기
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Yes, altho if you look at flows since Jan 2024 it STILL ranks #5 overall (only superhuman Vgrd [#ETF]s did more), even after all this destruction. All told bitcoin [#ETF] flows are still net net +$55b altho you'll be hard-pressed to find that number in any of the articles but its true

🔗 트위터보기
📬 #vitalik.eth 🔹🔹🔹🔹

Interesting to scroll through the comments of this. At least on the socials, there is pretty much zero public support for

(i) corporate intellectual property especially in this case, given how basically all the models were trained
(ii) the vision of "let's protect against …

🔗 트위터보기
📬 #vitalik.eth 🔹🔹🔹🔹

I'm actually pretty open-minded about the anti-data-center populism.

From everything I've seen from people working on this, reducing industrial-scale hardware availability seems to be both the most practical, and most non-dystopian / non-invasive way to lengthen AGI timelines. 더 보기

🔗 트위터보기
📬 #vitalik.eth 🔹🔹🔹🔹

Defi is a central part of the value that Ethereum provides. Financial empowerment is a central part of what it means to have agency and freedom in our current world. Finance is far from the only thing that Ethereum is good for, but it is an important thing. This post discusses 더 보기

🔗 트위터보기
📬 #Grayscale 🔹🔹🔹🔹

At @TheTieIO 's #InnovateDenver, @Ray_scale shared Grayscale’s perspective on building sustainable crypto protocols:

“While the industry is still nascent and projects are trying to find product-market fit, we are focused on whether usage persists after incentives fade, whether 더 보기

🔗 트위터보기
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Leveraged [#ETF]s: The Last Stronghold of the 1% Fee.. check out how the asset-weighted avg fee of 2x [#ETF]s is actually going UP. Only category totally immune from Vanguard Effect, which explains the $1b in ann revenue and the torrent of launches. Nice chart / note today via 더 보기

🔗 트위터보기
📬 #vitalik.eth 🔹🔹🔹🔹

I actually like private property more than I did a few years ago.

One variable that changed for me is "stable era mindset vs chaotic era mindset". When you're in a "stable era", you see how private property is suboptimal, how economics can easily churn out 10+ categories of 더 보기

🔗 트위터보기
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Interesting… Ritholtz filing for first [#ETF]. Trend following strategy. I like the Goaltending name/concept (a la Granny Shots another bball metaphor). Ben and Mike are the PMs. One to watch.

🔗 트위터보기
📬 #vitalik.eth 🔹🔹🔹🔹

I agree with this.

Though with the proviso that because Ethereum is permissionless, various centralized and closed things will inevitably exist on top of it. Our job should be to make the open-source, permissionless, trustless, secure censorship resistant ecosystem strong, so 더 보기

🔗 트위터보기
📬 #vitalik.eth 🔹🔹🔹🔹

It will significantly increase my opinion of @Anthropic if they do not back down, and honorably eat the consequences.

(For those who are not aware, so far they have been maintaining the two red lines of "no fully autonomous weapons" and "no mass surveillance of Americans". 더 보기

https://t.co/RSzHnXqWFL

🔗 트위터보기
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

If I gave you 1,000 guesses you still wouldn't be able to guess which [#ETF] led in 1D flows yesterday.. the answer is $JHCR.. wth is that? It's the John Hancock Core Bond [#ETF] and it was an $18m [#ETF] yest living in poverty, but today it has $2.3b, a 128x aum jump. My guess is its 더 보기

🔗 트위터보기
📬 #zoomer 🔹🔹🔹🔹
🚩 [#roadmap]

ZOOMER

ETHEREUM REVEALS NEW "STRAWMAP" [#roadmap] TARGETING TERAGAS L2 DATA AVAILABILITY, POST-QUANTUM CRYPTOGRAPHY, AND NATIVE PRIVATE ETH TRANSFERS: BWENEWS

🔗 트위터보기
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

LeverageShares just dropped a filing for a ton of 5x [#ETF]s.. i don't get it bc SEC said no to even 3x but I guess can't hurt to try. The ticker for the 5x Uranium should be $NUKE

🔗 트위터보기
📬 #vitalik.eth 🔹🔹🔹🔹

A very important document. Let's walk through this one "goal" at a time. We'll start with fast slots and fast finality.

I expect that we'll reduce slot time in an incremental fashion, eg. I like the "sqrt(2) at a time" formula (12 -> 8 -> 6 -> 4 -> 3 -> 2, though the last two 더 보기

🔗 트위터보기
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

$GBTC took in $100m today? Intriguing. It rarely sees inflows and it has never seen one this big since transitioning into an [#ETF] two years ago. Wonder what is going on.

🔗 트위터보기