Head of Research @grayscale. Opinions are my own. Disclosure: https://xitter.cf/t.co/ojLj461iVI
Stamford, CT
Joined November 2021
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Read and subscribe to Grayscale's crypto research blog The Stack grayscale.com/the-stack
Zach Pandl retweeted
Ten years ago today I wrote a blog post entitled "Zcash begins", announcing the genesis block of the Zcash blockchain: web.archive.org/web/20180810… ⤵️
Zach Pandl retweeted
Happy Birthday Zcash $ZEC.
10 years of privacy is just the beginning.
On the eve of its 10th birthday, Zcash is valued at ~1.5% of Bitcoin’s market cap
Where will it be in another decade?
As Zcash turns 10, Grayscale’s Zach Pandl says crypto’s need for a privacy layer was clear from the start, but the idea took time to catch on.
He credits Zcash for improving along the way, including its privacy pools and dropping the trusted setup ceremony.
At about 1.5% of Bitcoin’s market cap, he says it has room to grow.
@LowBeta @Grayscale $ZEC
Zach Pandl retweeted
⚡️ UPDATE: Grayscale's AI Compute ETF $GCPU gives exposure to AI infrastructure stocks, led by CoreWeave, Nebius and DigitalOcean.
Zach Pandl retweeted
Every AI model running today needs compute. These companies are powering the AI buildout:
Neocloud:
CoreWeave ($CRWV), Nebius Group ($NBIS), Digital Ocean ($DOCN)
AI Compute Infrastructure:
Hut 8 ($HUT), IREN ($IREN), Core Scientific ($CORZ), TeraWulf ($WULF), Applied Digital ($APLD), Hewlett Packard Enterprise ($HPE), SBI Holdings ($SBI)
The Grayscale AI Compute ETF $GCPU offers exposure to a basket of companies powering the compute economy. Learn more: etfs.grayscale.com/gcpu.
I'll be that the @TheTieIO's Bridge conference later today
Doing and panel on blockchains x AI and chatting with the rollup. Come say hi 👋
17 guests. One room.
We're LIVE at Bridge by @TheTieIO covering the frontier of institutional digital assets.
@stevenmcclurg @matthew_sigel @ChrisJBriseno @sjaitly @Matt_Hougan @RasterlyRock @fullportmatt @wbpeck @Aryonchain @SpencerApplebau @bretttejpaul @LowBeta @danheld @jimferraioli @TRowePrice @SkyBridge @AccoladePrtnrs
Tune in all day.
@NEARProtocol
3 in 4 Americans say financial privacy is important, according to new polling from the DeFi Education Fund and @ipsosus
Financial privacy is essential
"We can't make a stablecoin payment and then let Starbucks see our entire transaction history on Solana."
Zach Pandl @LowBeta, Head of Research at @Grayscale, filmed at our Singapore summit with @GammaKorath
Join us in Abu Dhabi on Dec 7
Steve Lee hosted an exceptional Goldman Sachs alumni meetup at Token2049. I learned a lot!
Reach out if you survived GS and are now working in crypto/digital assets
Enjoyed hosting @GoldmanSachs alumni working in digital assets for a gathering during @token2049 week
The group spanned funds, L1/2, exchanges, trading, custody, tokenization, AI and more, with people based across Asia, the US, Europe, the Middle East and Australia
With crypto increasingly focused on financial applications and tokenization, our traditional finance experience adds useful context to these conversations
Good to catch up, compare notes and hear what everyone is building
Zcash $ZEC turns 10yrs old on Wednesday!
It has kept innovating over time, including by upgrading its privacy pools
Quick blog post from Grayscale Research: grayscale.com/the-stack/how-…
Anthropic S1 disclosures
I knew that the Anthropic S1 would have some goofy risk factors but this has to take the cake
Readers added context they thought people might want to know
This post is satire.
sec.gov/Archives/edgar…
Crypto works in practice
This paper is another reminder from the BIS that it does not work in theory
A new BIS Paper traces how money works: from a single payment, a hierarchy of promises are held together by par, elastic credit is disciplined by funding, and public backstops make trust at scale possible. It holds lessons for new forms of money. bit.ly/3TRDMp2
