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
David Grider@David_Grid·
Take notes everyone 📝 - this is a list of protocols that will be classified as securities under the Market Structure Bill
tatiebree.eth@tatie_bree

26 protocols so far: - Ethena - Ether_fi - trondao - CurveFinance - BitGo - WrappedBTC - River - Pengu - Morpho - Agora - F(x) protocol - Apecoin - Euler - Katana - Orderly - Matrixdock (wtf is this ??) - meth protocol - Solv protocol - Mocacoin - Re - Avant - Beefy - Flare - USDT0 - Lombard - InfiniFi That's crazy!!

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David Grider
David Grider@David_Grid·
This seems pretty good for most of DeFi. But it sounds like this kinda kills intents.
Cointelegraph@Cointelegraph

🇺🇸 JUST IN: SEC says certain crypto interfaces, including DeFi front-ends, wallet extensions, and apps, may operate without broker-dealer registration under conditions: • No custody of user funds (self-custodial only) • No investment advice or recommendations • No order routing or execution • Fixed, neutral fee structures only • No discretion over transactions or market activity

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Mark Wendland
Mark Wendland@MarkWendlandCSH·
Our focus at @CantonStrategic is now on execution and modernization of core financial infrastructure. Appreciate the conversation with @David_Grid and @SeanMFarrell at @NetworkMedici alongside Mark Toomey. Watch the full discussion: youtube.com/watch?v=NuqFKw…
YouTube video
YouTube
Canton Strategic Holdings@CantonStrategic

Institutional momentum is accelerating. Not long ago, the focus was on understanding blockchain. Today, institutions are asking how quickly they can modernize core infrastructure and keep pace with peers. Watch @MarkWendlandCSH and Mark Toomey of @CantonStrategic join @David_Grid and @SeanMFarrell on the latest @NetworkMedici Level Up episode: youtube.com/watch?v=NuqFKw…

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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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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·
Telling the market to front run your buys is giving these vibes
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Wu Blockchain@WuBlockchain

Binance announced that it will adjust the asset structure of its SAFU Fund, gradually converting the original $1 billion stablecoin reserves into Bitcoin reserves, with the conversion to be completed within 30 days from the date of this announcement. Binance will regularly review the SAFU Fund's asset value. If, due to Bitcoin price fluctuations, the fund's market value falls below $800 million, Binance will replenish it with additional Bitcoin to restore the fund to $1 billion. x.com/binancezh/stat…

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David Grider
David Grider@David_Grid·
Pretty clear geopolitical-drive decoupling of dollar and rates since April.
David Grider tweet media
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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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Keşfet

@MarkWendlandCSH @CantonStrategic @SeanMFarrell @NetworkMedici @CantonNetwork @xxjzhu @solana @JupiterExchange