Bitcoin Could Rally if Fed Keeps Rates Steady, Grayscale Says
In recent developments, bitcoin’s recent underperformance relative to equities has coincided with rising Federal Reserve rate expectations, and Grayscale Investments argues bitcoin could narrow that gap if policymakers hold off…
Grayscale Research Head Says Saylor’s Strategy Faces a $1.5 Billion Cash-Fl…
In recent developments, strategy faces about $1.5 billion in annual preferred-stock dividends against roughly $477 million in software revenue, a cash-flow gap that Grayscale’s head of research, Zach Pandl, warns…
Anthropic shutdown makes a strong case for decentralized AI: Grayscale
In recent developments, grayscale says decentralized AI tokens gained after the US government ordered Anthropic to cut access to its latest AI models, showing user demand for alternatives to centralized…
Grayscale Warns Strategy May Struggle to Keep Buying Bitcoin
In recent developments, strategy’s bitcoin buying model is facing new scrutiny after Grayscale warned that current share prices could limit future accumulation. The concern followed a bitcoin sale, STRC dividend…
Strategy’s leveraged Bitcoin model has faced its first stress test: Grayscale
In recent developments, “Less Bitcoin on levered DAT balance sheets and more on diversified corporate balance sheets will be a positive,” said Grayscale’s head of research, Zach Pandl. Looking closer,…
Grayscale HYPE ETF ‘likely imminent’ as new update shows competitive fee:…
In recent developments, grayscale proposed a fee of 0.29% on its Hyperliquid ETF, which “slightly undercuts” rivals 21Shares and Bitwise that carry respective fees of 0.3% and 0.34%, says analyst…
Grayscale Says Hyperliquid Could Become a DeFi Juggernaut
In recent developments, grayscale Research cast Hyperliquid as a standout DeFi contender with potential to scale into a major on-chain financial services platform. Its report points to trading growth, exchange-style…
Grayscale: SpaceX Expected to Become Largest Public Company Holding Bitcoin
In recent developments, grayscale says Elon Musk’s SpaceX could become the most valuable public company holding bitcoin after its expected IPO, while Strategy would likely remain the largest holder by…
Grayscale Names 4 Crypto Networks Poised to Gain From CLARITY Act
In recent developments, grayscale identified Ethereum, Solana, BNB Chain, and Canton Network as blockchain networks positioned to benefit from clearer U.S. digital-asset rules, including potential passage of the CLARITY Act.…
What Comes Next for the CLARITY Act? Grayscale Flags Key Hurdles
In recent developments, grayscale says the CLARITY Act faces several remaining hurdles after a 15-9 Senate committee vote gave the crypto market bill bipartisan momentum. The measure must now be…
