📬 #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
🚩 [#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
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
$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.
📬 #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
🔗 트위터보기
🚩 [#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
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Half a bil into bitcoin ETFs 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…
📬 #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
🔗 트위터보기
🚩 [#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
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
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 ETFs (as usual). It only reinforces my view that doomerism is what sells in attn economy/clicks but rarely ever…
📬 #zoomer 🔹🔹🔹🔹
🚩 [#coinbase]
ZOOMER
LIGHTER OPENS UP DEPOSIT METHODS, NOWS USERS TO DEPOSIT VIA CARD, [#coinbase], AND OTHER CHAINS: SITE
🔗 트위터보기
🚩 [#coinbase]
ZOOMER
LIGHTER OPENS UP DEPOSIT METHODS, NOWS USERS TO DEPOSIT VIA CARD, [#coinbase], AND OTHER CHAINS: SITE
🔗 트위터보기
X (formerly Twitter)
zoomer (@zoomerfied) on X
[ ZOOMER ]
LIGHTER OPENS UP DEPOSIT METHODS, NOWS USERS TO DEPOSIT VIA CARD, COINBASE, AND OTHER CHAINS: SITE
LIGHTER OPENS UP DEPOSIT METHODS, NOWS USERS TO DEPOSIT VIA CARD, COINBASE, AND OTHER CHAINS: SITE
📬 #Grayscale 🔹🔹🔹🔹
Introducing The Stack, a new blog by Zach Pandl @LowBeta , Grayscale’s Head of Research.
The Stack focuses on crypto intelligence and timely investment insights to deliver on one simple premise: signal over noise.
Read and subscribe here: https://grayscale.com/the-stack
🔗 트위터보기
Introducing The Stack, a new blog by Zach Pandl @LowBeta , Grayscale’s Head of Research.
The Stack focuses on crypto intelligence and timely investment insights to deliver on one simple premise: signal over noise.
Read and subscribe here: https://grayscale.com/the-stack
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
Introducing The Stack, a new blog by Zach Pandl @LowBeta, Grayscale’s Head of Research.
The Stack focuses on crypto intelligence and timely investment insights to deliver on one simple premise: signal over noise.
Read and subscribe here: https://t.co/32RhCuV6Hp
The Stack focuses on crypto intelligence and timely investment insights to deliver on one simple premise: signal over noise.
Read and subscribe here: https://t.co/32RhCuV6Hp
📬 #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
🔗 트위터보기
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
🔗 트위터보기
Ethereum Improvement Proposals
EIP-8141: Frame Transaction
Add frame abstraction for transaction validation, execution, and gas payment
📬 #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
🔗 트위터보기
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
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
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…
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…
📬 #Grayscale 🔹🔹🔹🔹
Learn more about $GLNK and see important disclosures:
https://t.co/BGaa7t3zwI
🔗 트위터보기
Learn more about $GLNK and see important disclosures:
https://t.co/BGaa7t3zwI
🔗 트위터보기
📬 #Grayscale 🔹🔹🔹🔹
Grayscale Chainlink Trust ETF ("GLNK" or the "Fund"), an exchange traded product, is not registered under the Investment Company Act of 1940 ("40 Act") and therefore is not subject to the same regulations and protections as 40 Act registered ETFs and mutual funds. Investing 더 보기
🔗 트위터보기
Grayscale Chainlink Trust ETF ("GLNK" or the "Fund"), an exchange traded product, is not registered under the Investment Company Act of 1940 ("40 Act") and therefore is not subject to the same regulations and protections as 40 Act registered ETFs and mutual funds. Investing 더 보기
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
Grayscale Chainlink Trust ETF ("GLNK" or the "Fund"), an exchange traded product, is not registered under the Investment Company Act of 1940 ("40 Act") and therefore is not subject to the same regulations and protections as 40 Act registered ETFs and mutual…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Today saw a VOLUME ERUPTION in $EWY the South Korea [#ETF] which did $6.2b today (5th among [#ETF]s), double its all time record as a 25yrs old (ancient for an [#ETF]). The price has gone parabolic, up 161% 1yr and 65% YTD. Not totally sure why, pretty sure it involves K-Pop tho
🔗 트위터보기
🚩 [#ETF]
Today saw a VOLUME ERUPTION in $EWY the South Korea [#ETF] which did $6.2b today (5th among [#ETF]s), double its all time record as a 25yrs old (ancient for an [#ETF]). The price has gone parabolic, up 161% 1yr and 65% YTD. Not totally sure why, pretty sure it involves K-Pop tho
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Today saw a VOLUME ERUPTION in $EWY the South Korea ETF which did $6.2b today (5th among ETFs), double its all time record as a 25yrs old (ancient for an ETF). The price has gone parabolic, up 161% 1yr and 65% YTD. Not totally sure why, pretty sure it involves…
📬 #Grayscale 🔹🔹🔹🔹
$BTC $ETH $SOL $XRP $BNB $LTC $ZEC $LINK $SUI $XLM $IP $TAO $DOGE $AVAX $ZEN $SXT $WAL $DEEP $PYTH $FIL $LPT $AAVE $NEAR $STX $MANA $BCH $ETC $BAT $XLM
🔗 트위터보기
$BTC $ETH $SOL $XRP $BNB $LTC $ZEC $LINK $SUI $XLM $IP $TAO $DOGE $AVAX $ZEN $SXT $WAL $DEEP $PYTH $FIL $LPT $AAVE $NEAR $STX $MANA $BCH $ETC $BAT $XLM
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
$BTC $ETH $SOL $XRP $BNB $LTC $ZEC $LINK $SUI $XLM $IP $TAO $DOGE $AVAX $ZEN $SXT $WAL $DEEP $PYTH $FIL $LPT $AAVE $NEAR $STX $MANA $BCH $ETC $BAT $XLM
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
Another $16b into [#ETF]s yesterday, now +$73b for the week. Only two years ago that would be considered a good month. Now +$348b YTD in 34 trading days = $10b/day = $2.5T ann pace (last yr set record w $1.5T). What's behind this extra gear? The number of star [#ETF]s has grown while 더 보기
🔗 트위터보기
🚩 [#ETF]
Another $16b into [#ETF]s yesterday, now +$73b for the week. Only two years ago that would be considered a good month. Now +$348b YTD in 34 trading days = $10b/day = $2.5T ann pace (last yr set record w $1.5T). What's behind this extra gear? The number of star [#ETF]s has grown while 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
Another $16b into ETFs yesterday, now +$73b for the week. Only two years ago that would be considered a good month. Now +$348b YTD in 34 trading days = $10b/day = $2.5T ann pace (last yr set record w $1.5T). What's behind this extra gear? The number of star…
📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]
The market may be wrong about $IGV, which is down 30% in past few months. Our tech analysts went through and graded stocks for AI vulnerability and AI potential, a select few got green on both (list below) and guess which [#ETF]s is chock full: $IGV (altho valuation is still pretty 더 보기
🔗 트위터보기
🚩 [#ETF]
The market may be wrong about $IGV, which is down 30% in past few months. Our tech analysts went through and graded stocks for AI vulnerability and AI potential, a select few got green on both (list below) and guess which [#ETF]s is chock full: $IGV (altho valuation is still pretty 더 보기
🔗 트위터보기
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
The market may be wrong about $IGV, which is down 30% in past few months. Our tech analysts went through and graded stocks for AI vulnerability and AI potential, a select few got green on both (list below) and guess which ETFs is chock full: $IGV (altho valuation…
📬 #Grayscale 🔹🔹🔹🔹
We’re honored to share that Grayscale has been recognized in the Cryptocurrency category at the 23rd Annual Gramercy Institute Financial Marketing Strategy Awards for our 2025 Idioms campaign.
For investors considering crypto for the first time, we saw an opportunity to make 더 보기
🔗 트위터보기
We’re honored to share that Grayscale has been recognized in the Cryptocurrency category at the 23rd Annual Gramercy Institute Financial Marketing Strategy Awards for our 2025 Idioms campaign.
For investors considering crypto for the first time, we saw an opportunity to make 더 보기
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
We’re honored to share that Grayscale has been recognized in the Cryptocurrency category at the 23rd Annual Gramercy Institute Financial Marketing Strategy Awards for our 2025 Idioms campaign.
For investors considering crypto for the first time, we saw…
For investors considering crypto for the first time, we saw…
📬 #vitalik.eth 🔹🔹🔹🔹
Now, scaling.
There are two buckets here: short-term and long-term.
Short term scaling I've written about elsewhere. Basically:
* Block level access lists (coming in Glamsterdam) allow blocks to be verified in parallel.
* ePBS (coming in Glamsterdam) has many features, of 더 보기
🔗 트위터보기
Now, scaling.
There are two buckets here: short-term and long-term.
Short term scaling I've written about elsewhere. Basically:
* Block level access lists (coming in Glamsterdam) allow blocks to be verified in parallel.
* ePBS (coming in Glamsterdam) has many features, of 더 보기
🔗 트위터보기
X (formerly Twitter)
vitalik.eth (@VitalikButerin) on X
Now, scaling.
There are two buckets here: short-term and long-term.
Short term scaling I've written about elsewhere. Basically:
* Block level access lists (coming in Glamsterdam) allow blocks to be verified in parallel.
* ePBS (coming in Glamsterdam) has…
There are two buckets here: short-term and long-term.
Short term scaling I've written about elsewhere. Basically:
* Block level access lists (coming in Glamsterdam) allow blocks to be verified in parallel.
* ePBS (coming in Glamsterdam) has…
📬 #Grayscale 🔹🔹🔹🔹
1/ @SuiNetwork $SUI is a next-generation Layer 1 blockchain engineered for scale and designed to support mass-market consumer applications at internet speed.
In a crowded field of Layer 1s, we think @SuiNetwork differentiates itself across three dimensions:
• Technical 더 보기
🔗 트위터보기
1/ @SuiNetwork $SUI is a next-generation Layer 1 blockchain engineered for scale and designed to support mass-market consumer applications at internet speed.
In a crowded field of Layer 1s, we think @SuiNetwork differentiates itself across three dimensions:
• Technical 더 보기
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
1/ @SuiNetwork $SUI is a next-generation Layer 1 blockchain engineered for scale and designed to support mass-market consumer applications at internet speed.
In a crowded field of Layer 1s, we think @SuiNetwork differentiates itself across three dimensions:…
In a crowded field of Layer 1s, we think @SuiNetwork differentiates itself across three dimensions:…
📬 #Grayscale 🔹🔹🔹🔹
3/ Different smart contract platforms make different tradeoffs.
• $ETH prioritizes decentralization
• $SOL and others prioritize speed
• $AVAX emphasizes customizability
• $SUI differentiates itself through user experience and scalable design
The goal: deliver an experience …
🔗 트위터보기
3/ Different smart contract platforms make different tradeoffs.
• $ETH prioritizes decentralization
• $SOL and others prioritize speed
• $AVAX emphasizes customizability
• $SUI differentiates itself through user experience and scalable design
The goal: deliver an experience …
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
@SuiNetwork @facebook 3/ Different smart contract platforms make different tradeoffs.
• $ETH prioritizes decentralization
• $SOL and others prioritize speed
• $AVAX emphasizes customizability
• $SUI differentiates itself through user experience and scalable…
• $ETH prioritizes decentralization
• $SOL and others prioritize speed
• $AVAX emphasizes customizability
• $SUI differentiates itself through user experience and scalable…
📬 #Grayscale 🔹🔹🔹🔹
4/ $SUI Network performance features include:
• Sub-second finality
• Predictable, low fees
• Parallel transaction execution
In short, other words, fast settlement, low costs, and throughput are designed to support global demand.
🔗 트위터보기
4/ $SUI Network performance features include:
• Sub-second finality
• Predictable, low fees
• Parallel transaction execution
In short, other words, fast settlement, low costs, and throughput are designed to support global demand.
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
@SuiNetwork @facebook 4/ $SUI Network performance features include:
• Sub-second finality
• Predictable, low fees
• Parallel transaction execution
In short, other words, fast settlement, low costs, and throughput are designed to support global demand.
• Sub-second finality
• Predictable, low fees
• Parallel transaction execution
In short, other words, fast settlement, low costs, and throughput are designed to support global demand.
📬 #Grayscale 🔹🔹🔹🔹
9/ @Mysten_Labs takes a vertically integrated approach — building not just the base protocol, but also developer tools, infrastructure, and consumer-facing applications to accelerate ecosystem growth.
This includes:
• @WalrusProtocol (on-chain storage)
• @DeepBookonSui
🔗 트위터보기
9/ @Mysten_Labs takes a vertically integrated approach — building not just the base protocol, but also developer tools, infrastructure, and consumer-facing applications to accelerate ecosystem growth.
This includes:
• @WalrusProtocol (on-chain storage)
• @DeepBookonSui
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
@SuiNetwork @facebook @Mysten_Labs @EvanWeb3 @b1ackd0g 9/ @Mysten_Labs takes a vertically integrated approach — building not just the base protocol, but also developer tools, infrastructure, and consumer-facing applications to accelerate ecosystem growth.…
📬 #Grayscale 🔹🔹🔹🔹
10/ From an adoption perspective, $SUI is still early.
At roughly 1–2% of $ETH’s market cap and under 10% of $SOL’s, $SUI represents a smaller — but potentially high-growth — smart contract platform with differentiated features. (CoinGecko, as of 02/27/2026)
🔗 트위터보기
10/ From an adoption perspective, $SUI is still early.
At roughly 1–2% of $ETH’s market cap and under 10% of $SOL’s, $SUI represents a smaller — but potentially high-growth — smart contract platform with differentiated features. (CoinGecko, as of 02/27/2026)
🔗 트위터보기
X (formerly Twitter)
Grayscale (@Grayscale) on X
@SuiNetwork @facebook @Mysten_Labs @EvanWeb3 @b1ackd0g @WalrusProtocol @DeepBookonSui 10/ From an adoption perspective, $SUI is still early.
At roughly 1–2% of $ETH’s market cap and under 10% of $SOL’s, $SUI represents a smaller — but potentially high-growth…
At roughly 1–2% of $ETH’s market cap and under 10% of $SOL’s, $SUI represents a smaller — but potentially high-growth…