Zach Pandl

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Zach Pandl

Zach Pandl

@LowBeta

Head of Research @grayscale. Formerly economist and macro strategist @goldmansachs. Opinions are my own. Disclosure: https://t.co/ojLj461iVI

Stamford, CT انضم Kasım 2021
836 يتبع7K المتابعون
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Zach Pandl
Zach Pandl@LowBeta·
Smart contract platform tokens are the cornerstone of crypto investing beyond Bitcoin Today there are >40 networks competing for users and applications developers in this category We think five networks stand out today: $ETH, $SOL, $SUI, $BNB, and $AVAX
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Zach Pandl
Zach Pandl@LowBeta·
Evolution of brent futures curve Blue = before war Orange = after week one Purple = after week two White = after week three Biggest change last week was materially higher longer-dated futures (ie higher for longer oil prices)
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VonMises
VonMises@VonMises14·
I'm please to have secured my first @GrantYun2 1/1!! I've been a big fan of Grants minimalist style for a while and watched his 1/1s go from 2 eth to 50 eth, crying the whole time. I've decided to use this bear market to pick up "Truckstop Diner" from his California series. Quite please to add this, now on long term display in VonMisesVault! Shout out to @Mr____Bates for a smooth transaction.
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Zach Pandl
Zach Pandl@LowBeta·
Pushback on the policy rate repricing ⬇️
Gita Gopinath@GitaGopinath

It strikes me that markets are pricing in more hawkish central bank reaction functions as compared to where central bankers are. I suspect most central bankers are in wait and see mode and will want to see through some of the energy price increase. Unlike 2021, demand is not surging which makes seeing through a defensible strategy. They will likely be more cautious about rate cuts relative to pre-Iran conflict but markets seem to be pricing in much tighter monetary policy.

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Zach Pandl
Zach Pandl@LowBeta·
Lines at the airport … … and high prices at the pump Good motivation to find political compromises. Next week could be a turning point. 🇺🇸
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LTR
LTR@maybeltr·
crypto down so bad my chats are trading wheat and sugar like its the middle ages
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Zach Pandl
Zach Pandl@LowBeta·
Strong statement on market implications of Iran from Apollo's chief economist Torsten Slok
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Zach Pandl
Zach Pandl@LowBeta·
$SUI ❤️ $BTC
Unchained@Unchained_pod

Can Mysten Labs succeed where others have failed? In this @Unchained_pod episode @EmanAbio joins @laurahsin to unpack: 🌟 Why Hashi isn't another wrapped Bitcoin alternative 📈 Why he sees Hashi attracting more activity than competitors 🎮 The applications available to Hashi users at launch 👀 How Hashi got an insurance company onboard 💰 How Hashi gets users good pricing unchainedcrypto.com/bitcoin-defi-h…

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Alex 👽
Alex 👽@AlexesNakamoto·
Rare photo of Chuck Norris mining Bitcoin with nothing but pen and paper. A true legend. (1940-2026)
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Zach Pandl أُعيد تغريده
Grayscale
Grayscale@Grayscale·
Today we filed the initial S-1 for Grayscale HYPE ETF (ticker: $GHYP) with the @SECGov. Read the S-1: sec.gov/Archives/edgar…
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Livepeer
Livepeer@Livepeer·
@Grayscale if it doesn’t include real-time AI video is it even a 2026 starter pack
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Grayscale
Grayscale@Grayscale·
Quick, tell us what's in your crypto starter pack ⬇︎
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Zach Pandl
Zach Pandl@LowBeta·
*TRADERS PRICE IN 50% CHANCE OF FED RATE INCREASE BY OCTOBER I think we are overshooting on Fed rate hike expectations Here is 1yr OIS ... +45bp since early Feb
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اكتشف

@VonMises14 @GrantYun2 @Mr____Bates @HyperliquidX @HuntingStops @dampedspring @LiquidusMex @maybeltr