David Grider

2K posts

David Grider

David Grider

@David_Grid

Partner & Head of @FinalityCap Liquid Opportunities Fund | Ex. Head of Research @Grayscale (@DCGco) | FMR. Head of Digital Asset Strategy @Fundstrat

New York, NY Katılım Haziran 2015
5K Takip Edilen11.2K Takipçiler
David Grider retweetledi
David Grider retweetledi
Medici Network
Medici Network@NetworkMedici·
🎙️ Two years ago, institutions were asking "what is blockchain?" Today, they're asking "how far behind are we vs. other banks?" The conversation has shifted - and there's no going back. New Level Up episode is LIVE today with @MarkWendlandCSH & Mark Toomey of @CantonStrategic. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Why @CantonNetwork matters for TradFi ◆ The investment thesis on the coin and the stock ◆ The "DAT 2.0" playbook: SuperValidator, apps, & ecosystem investing ◆ Tokenized RWA, key partners & adoption metrics ◆ Competitive landscape & key risks 🔗 Full episode links below ⬇️
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David Grider retweetledi
Medici Network
Medici Network@NetworkMedici·
1/ 📣 "Jupiter today reminds fundamental investors of what Robinhood was pre-COVID… a very strong core audience, a very loyal and sticky retail customer base." @xxjzhu makes the case that Jupiter is the clearest expression of the fat app thesis on @solana. New Level Up episode is LIVE with @xxjzhu, President of @JupiterExchange. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Its evolution from DEX aggregator to DeFi super app ◆ JupNet: the omni-chain execution layer ◆ Jupiter Global: stablecoin cards + QR pay in 200 countries ◆ Net-zero emissions DAO vote + ParaFi’s investment ◆ Bull and bear case for JUP at current valuations 🔗 Full episode links below ⬇️
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David Grider
David Grider@David_Grid·
2/ However, here’s one for the bears - BTC is tracking pretty closely to the 2022 bear market so stay safe out there! We’re positioned for both outcomes
David Grider tweet media
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David Grider
David Grider@David_Grid·
1/ Here’s one for the bulls - the last time BTC/S&P outperformed like this was near the April 2025 bottom
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David Grider
David Grider@David_Grid·
“Crypto is too volatile, I’d rather invest in private credit” -Allocators
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David Grider
David Grider@David_Grid·
In hindsight, there were warning signs for today’s GLXY move
David Grider tweet mediaDavid Grider tweet media
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David Grider
David Grider@David_Grid·
Congratulations to crypto for once again being able to correlate with whatever market is going down - now software
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David Grider
David Grider@David_Grid·
Pretty clear geopolitical-drive decoupling of dollar and rates since April.
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David Grider
David Grider@David_Grid·
@cryptorover This was on Aug 12th 2025 when the Fed Funds rate upper bound was 4.5% so 100 bps lower would be 3.5% while the current market pricing for Dec 2026 Fed Funds futures is 3.2%.
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Crypto Rover
Crypto Rover@cryptorover·
HUGE: 🇺🇸 BlackRock’s Rick Rieder, reportedly favored by Trump as the next Fed Chair, says rates could be cut by 100bps. That’s massive 🚀
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