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 Sumali Kasım 2021
836 Sinusundan7K Mga Tagasunod
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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·
Grayscale monitors the crypto asset class using our proprietary Crypto Sectors framework (developed in partnership with our friends at FTSE/Russell) In Q1 2026, best performing index-eligible tokens were $KITE, $JST, $DEXE, $HYPE, and $ZRO Full report: research.grayscale.com/market-comment…
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Zach Pandl
Zach Pandl@LowBeta·
Still need to get through DAS week ... ... but already looking forward to Consensus week! Will be speaking at the yield summit on 5/4 ⬇️
Digital Asset Yield Summit@Yield_Summit

We welcome Zach Pandl (@LowBeta), Head of Research at @Grayscale, as a speaker at the Digital Asset Yield Summit in Miami. With a background in traditional macro strategy at Goldman Sachs and cutting-edge crypto research, Zach brings a strong institutional perspective to the evolving digital asset yield landscape. DAYS is a curated gathering for capital allocators exploring onchain yield. Every attendee is reviewed. Every sponsor receives the full attendee data in advance. Catch Zach on stage, May 4, Join us via a link in the first comment ↓

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Eric Balchunas
Eric Balchunas@EricBalchunas·
Back today after being out of commission for a while. I lost my dad about 10 days ago. We were close. I knew the day would come, he was declining health-wise, but it didn't soften the blow. But he lived a full life and we spent good time together recently and that is comforting.
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Zach Pandl
Zach Pandl@LowBeta·
Gold now below local top in October
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@jason
@jason@Jason·
[ NOT FINANCIAL ADVICE ] [ NOT FINANCIAL ADVICE ] Family member: "What's this $tao you keep talking about on the pod?" Me: "Sell half your $btc, buy $tao " [ NOT FINANCIAL ADVICE ] [ NOT FINANCIAL ADVICE ] #remindmeofthistweet in six, 12, 18 and 24 months What logical sense does it make to buy $mstr instead of $btc directly?
Michael Saylor@saylor

The Orange March Continues.

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CRP CRE AI PRIVACY
CRP CRE AI PRIVACY@ChainlinkP·
Every spot crypto ETF in US history has bled capital within weeks of launch. $BTC made it 7 trading days. $ETH lasted 1. $LINK ETFs just crossed 75+ trading days with zero outflows. Not reduced outflows. Zero. The market is telling you something if you're paying attention.
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BSCN@BSCNews

🚨BULLISH: CHAINLINK ETFS HOLD NEARLY 1.5% OF $LINK SUPPLY Per @SoSoValue data, the US' spot @Chainlink ETFs have soaked up an impressive 1.42% of $LINK's current supply. It has achieved this milestone in the space of less than four months, not seeing a single day of outflows since launch.

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Knut Svanholm ∞/21M
Knut Svanholm ∞/21M@knutsvanholm·
Do you ever just stop and think about how brilliant the difficulty adjustment algirithm is?
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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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Tuklasin

@EricBalchunas @Jason @ChainlinkP @knutsvanholm @VonMises14 @GrantYun2 @Mr____Bates @HyperliquidX