🐦트위터 코인정보 (주요인물) – Telegram
🐦트위터 코인정보 (주요인물)
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본채널 @coingram_ch, 문의 @coingram_adm
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📬 #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

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📬 #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

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📬 #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.

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📬 #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

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📬 #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

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📬 #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

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📬 #zoomer 🔹🔹🔹🔹
🚩 [#roadmap]

ZOOMER

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

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📬 #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

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📬 #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

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📬 #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.

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Half a bil into bitcoin [#ETF]s yesterday, biggest day in a while, +$750m over past two days, right as obituaries were being published. They needed it too, like a hitter in a slump going yard. YTD is now under $2b in outflows. Unclear still tho if this is legit start to rebound or 더 보기

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Agree, Citrini got a massive debate going and increased subs, but. $IGV, $QQQ up big in past two days. And [#ETF] flows are pouring into US equity [#ETF]s (as usual). It only reinforces my view that doomerism is what sells in attn economy/clicks but rarely ever moves needle with actual 더 보기

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📬 #vitalik.eth 🔹🔹🔹🔹

Now, the quantum resistance roadmap.

Today, four things in Ethereum are quantum-vulnerable:

* consensus-layer BLS signatures
* data availability (KZG commitments+proofs)
* EOA signatures (ECDSA)
* Application-layer ZK proofs (KZG or groth16)

We can tackle these step by step: 더 보기

https://t.co/YD9nIpsxcC

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📬 #Grayscale 🔹🔹🔹🔹

Today marks the 5th birthday of Grayscale's first Chainlink product. 🥳

That product has grown into Grayscale Chainlink Trust ETF (Ticker: $GLNK)

Gain exposure to $LINK, a core infrastructure for connecting blockchains to the real world. It securely delivers data to smart 더 보기

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