🐦트위터 코인정보 (주요인물)
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📬 #Eric_Balchunas
🚩 [#ETF]

if anyone from the OG bitcoin world is feeling internal tension over this, let me put you at east: [#ETF]s are not The Man. They ain't like those fat cat hedge funds from TV. They are lean and mean and barely make any money for the industry- Wall St would much prefer if they went 더 보기

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📬 #Eric_Balchunas
🚩 [#ETF]

To be sure: if you want to transact in btc (or use it to flee a country or censorship) [#ETF] is not gonna help and I think it’s imp that btc be used that way. But for the basic need of long term investing I’m hard pressed to find a reason to use anything but an [#ETF].

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📬 #Grayscale

Every quarter, we update the components of our multi-asset funds:

• Grayscale Decentralized Finance (DeFi) Fund
$UNI , $ONDO , $AAVE $ENA , $CRV , $LDO

• Grayscale Smart Contract Fund
$BNB , $ETH , $SOL , $ADA , $HBAR , $AVAX , $SUI

• Grayscale Decentralized AI Fund
$NEAR , 더 보기

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📬 #Grayscale

Retail is catching up to institutions in demand for Crypto ETFs.

Our Head of Trading and Capital Markets spoke with CoinDesk on in-kind redemptions as a key driver: the ability to exchange the underlying asset for ETF shares can bring tax advantages and diversify custody.

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📬 #Eric_Balchunas
🚩 [#ETF]

$BWET (oil shipping futures in middle east) best performing [#ETF] (again) for the past month, YTD returns now 1,294%! Insane. 5x more than any other [#ETF] and yet still no one cares. It's odd, the degens are out in full too. Sometimes fishing is like this, you can literally see the 더 보기

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📬 #vitalik.eth

Minimax H3 is the first *open* video model I've seen that outperforms HunyuanVideo 1.5 - which is actually an impressive accomplishment for @TencentHunyuan to have held that throne for so long.

For a while now I've been sad that the image/video frontier seemed to be getting much 더 보기

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📬 #vitalik.eth

"everyone is weird somewhere"

about high-dimensional spaces, made by claude fable

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📬 #Eric_Balchunas
🚩 [#ETF]

The bitcoin [#ETF]s just clocked their best week in flows (about $1b) since April and the 3rd best week since the good ole days were ruined by the Silent IPO last Oct. IBIT, FBTC and few others saw inflows every single day since Coldcard hack, making it hard not to see causation in 더 보기

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📬 #Grayscale

The digital asset industry has operated for roughly 17 years without CLARITY, and it will keep doing so.

The Senate delayed its vote on the CLARITY Act, but the impact is minimal. Regulatory guidance and SEC are already helping build the framework for tokenized assets, pushing 더 보기

https://t.co/IGpflWgC4r

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📬 #Ki_Young_Ju

Hedge funds on CME flipped net long BTC futures.

This is rare. The basis trade keeps them structurally short. That's why this chart's been red for years. You can't carry trade into a net long.

The suits are betting on upside.

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