Zach Pandl
4.4K posts
@LowBeta
Head of Research @grayscale. Formerly economist and macro strategist @goldmansachs. Opinions are my own. Disclosure: https://t.co/ojLj461iVI
In one week, the Digital Asset Yield Summit (DAYS) comes to Miami to launch the 2026 global series of institutional forums focused on digital asset yield, bringing together leading allocators, infrastructure providers, and market participants shaping the future of onchain finance. DAYS is an invite-only event, capped at 300 individually reviewed attendees to ensure we can speak and qualify everyone personally. The next opportunity to join is in 7 weeks, at the Digital Asset Yield Summit New York on June 11. See you in Miami on May 4!
Why Jay Powell stayed wsj.com/economy/centra…
The Financial System Is Moving to Bitcoin | @davidmarcus We discuss: - Fixing payments with Bitcoin - Building the new financial rails - Agentic AI payments - Why open protocols win Watch here: youtu.be/Jccm9mQTduI
@LaLiLuLeL0x @fundstrat Think factually / re: protocol fundamentals the proposal makes sense. But for perception "ETH as SoV / money" it's disastrous. Would make only sense if Ethereum / ETH are very severely threatened. And I don't see that rn.
ETH’s staking ratio just crossed 1/3 — and under the current issuance curve, it won’t stop there. The math is brutal: institutional demand (ETFs, Lido, corporate treasuries) keeps flowing in regardless of yield compression. Solo stakers get priced out. Decentralization erodes quietly. The fix requires an issuance reform that’s permanent, broadly legitimate, and actually reduces new ETH supply. Think EIP-1559 playbook — years of deliberate consensus-building before activation. The window to do this right is closing. Fast is risky. Slow might be too late. Ethereum’s most important governance test yet. 🧵 @EntEthAlliance @joechalom @lido @fundstrat @ethereumJoseph #ethereum
There are no moats Just persistence and speed
We are now in the parabolic, melt-up phase. Where and when it peaks is anyone's guess. It's also the exit phase, not enter. Just remember, it's better to be a year too early, than a day too late.
Want to learn something about Ethereum you probably didn’t know? Block building is where the real game happens. Private orderflow, dark mempools, sophisticated low latency setups... With @kubimensah I break down how Ethereum actually works at the block level. Out now!
