Zach Pandl

@LowBeta

Head of Research @grayscale. Opinions are my own. Disclosure: grayscale.com/terms-of-servi…

Stamford, CT

Pinned
Zach Pandl
@LowBeta
Jul 27
Read and subscribe to Grayscale's crypto research blog The Stack
The Stack
From grayscale.com
4
Zach Pandl
@LowBeta
3h
Report from Grayscale Research on investing for the compute bottleneck ⬇️⬇️
Grayscale
@Grayscale
3h
Article
Investing for the Compute Bottleneck
An unstoppable force—rising demand for AI compute—is colliding with immovable objects—physical and potentially social/political limits to rapid data center construction. The result, in our view, will...
Zach Pandl
@LowBeta
21h
$ETH breaking local range
2
Zach Pandl
@LowBeta
Sep 20
By the middle of next year there are 3 more Fed rate hikes already priced in Fewer rate hikes is bullish impulse for markets
Zach Pandl
@LowBeta
Sep 20
“It’s the trust, stupid.” - James Carville (probably)
Zach Pandl
@LowBeta
Sep 20
Failure of mBridge is not a surprise Infrastructure for the future of digital commerce will not come from the top down It must be decentralized, open source, cryptographically secure, and based on long-term alignment of economic incentives. Ethereum $ETH has the best shot.
1