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Zach Pandl
@LowBeta
Head of Research @grayscale. Formerly economist and macro strategist @goldmansachs. Opinions are my own. Disclosure: grayscale.com/terms-of-servi…
- AI has tipped the balance of power toward consumers in products with opaque pricing models (eg mobile carriers) Very bearish for businesses that rely on bundles, perks, tiers, promotional offers, etc
- Gonna say something terrifying: Link looks good here Decade long bottom process on all pairs ending?
- Opposition to data center construction will go away if they can cure *1* human disease This is what all my normie friends say (especially parents): show me the cure for cancer and I’ll be pro AIJUST IN: Anthropic CEO Dario Amodei predicts AI could make it possible to “cure most human disease” within 5-10 years.
- Druck ❤️ HyperliquidDruckenmiller's family office (Duquesne) publicly disclosed a new $23M position in $PURR (@HypeStrat) last quarter. The macro legend now has $HYPE exposure, through an equity wrapper, at a FO that doesn't hold tokens directly. Hyperliquid
