David Grider

Partner & Head of @FinalityCap Liquid Opportunities Fund | Ex. Head of Research @Grayscale (@DCGco) | FMR. Head of Digital Asset Strategy @Fundstrat

[Barry Silbert @BarrySilbert]

Thanks @David_Grid and @SeanMFarrell for a great conversation at Medici LA

We covered a lot of ground on financial privacy and why I have backed Zcash $ZEC for nearly a decade

[Medici Network @NetworkMedici]

1/ 📣 "In the next 5 or 10 years, there's not going to be this concept of public or private. All investable assets, ownership will be recorded on a blockchain."

New special episode is LIVE on Level Up with @BarrySilbert, Founder & CEO of @DCGco, captured on stage at Medici LA 26.

Join @David_Grid & @SeanMFarrell as they dive into:

◆ What projects and themes actually survive this cycle
◆ The state of institutional digital asset adoption
◆ Why Bitcoin's original promise may be under threat
◆ The Zcash thesis: a $2T store of value market up for grabs
◆ Why Bittensor is Barry's biggest bet of the decade

🔗 Full episode links below 👇

[David Grider @David_Grid]

Bitcoin is a currency backed by energy and AI is literally sucking the energy and value out of BTC as more and more miners pivot to being AI data centers

[nick tang @0xtangelo]

https://t.co/IwuGFyAUS0

[David Grider @David_Grid]

This month I truly discovered the powerful role an uncorrelated asset like Bitcoin (#BTC) can play in a diversified portfolio.

My short BTC position went down and was a great hedge against my equity longs as they went up and was a great hedge against them as they went down.

[David Grider @David_Grid]

Looking forward to speaking at the
AIMA - The Alternative Investment Management Association Digital Assets NY Conference next week, where I'll be discussing: Public equity & credit - finding fundamental value in blockchain-related companies.

[David Grider @David_Grid]

During the @NetworkMedici LA conference this week, @SeanMFarrell and I had a lively conversation with a true legend in the industry, @BarrySilbert, Founder & CEO of @DCGco.

We discussed the early days of Bitcoin, his experience founding DCG and launching GBTC, the upcoming Grayscale IPO, crypto miners converting to AI, and why he thinks Zcash and TAO are compelling opportunities.

[David Grider @David_Grid]

Take notes everyone 📝 - this is a list of protocols that will be classified as securities under the Market Structure Bill

[tatiebree.eth @tatie_bree]

26 protocols so far:

- Ethena
- Ether_fi
- trondao
- CurveFinance
- BitGo
- WrappedBTC
- River
- Pengu
- Morpho
- Agora
- F(x) protocol
- Apecoin
- Euler
- Katana
- Orderly
- Matrixdock (wtf is this ??)
- meth protocol
- Solv protocol
- Mocacoin
- Re
- Avant
- Beefy
- Flare
- USDT0
- Lombard
- InfiniFi

That's crazy!!

[David Grider @David_Grid]

This seems pretty good for most of DeFi.

But it sounds like this kinda kills intents.

[Cointelegraph @Cointelegraph]

🇺🇸 JUST IN: SEC says certain crypto interfaces, including DeFi front-ends, wallet extensions, and apps, may operate without broker-dealer registration under conditions:

• No custody of user funds (self-custodial only)
• No investment advice or recommendations
• No order routing or execution
• Fixed, neutral fee structures only
• No discretion over transactions or market activity

[Canton Strategic Holdings @CantonStrategic]

Institutional momentum is accelerating.

Not long ago, the focus was on understanding blockchain. Today, institutions are asking how quickly they can modernize core infrastructure and keep pace with peers.

Watch @MarkWendlandCSH and Mark Toomey of @CantonStrategic join @David_Grid and @SeanMFarrell on the latest @NetworkMedici Level Up episode: https://t.co/uTWqtoLFqf

[Mark Wendland @MarkWendlandCSH]

Our focus at @CantonStrategic is now on execution and modernization of core financial infrastructure.

Appreciate the conversation with @David_Grid and @SeanMFarrell at @NetworkMedici alongside Mark Toomey.

Watch the full discussion: https://t.co/uUdGNGKXS6

[Medici Network @NetworkMedici]

🎙️ Two years ago, institutions were asking "what is blockchain?"
Today, they're asking "how far behind are we vs. other banks?"

The conversation has shifted - and there's no going back.

New Level Up episode is LIVE today with @MarkWendlandCSH & Mark Toomey of @CantonStrategic. Join @David_Grid & @SeanMFarrell as they dive into:

◆ Why @CantonNetwork matters for TradFi
◆ The investment thesis on the coin and the stock
◆ The "DAT 2.0" playbook: SuperValidator, apps, & ecosystem investing
◆ Tokenized RWA, key partners & adoption metrics
◆ Competitive landscape & key risks

🔗 Full episode links below ⬇️

[Medici Network @NetworkMedici]

1/ 📣 "Jupiter today reminds fundamental investors of what Robinhood was pre-COVID… a very strong core audience, a very loyal and sticky retail customer base."

@xxjzhu makes the case that Jupiter is the clearest expression of the fat app thesis on @solana.

New Level Up episode is LIVE with @xxjzhu, President of @JupiterExchange. Join @David_Grid & @SeanMFarrell as they dive into:

◆ Its evolution from DEX aggregator to DeFi super app
◆ JupNet: the omni-chain execution layer
◆ Jupiter Global: stablecoin cards + QR pay in 200 countries
◆ Net-zero emissions DAO vote + ParaFi’s investment
◆ Bull and bear case for JUP at current valuations

🔗 Full episode links below ⬇️

[Finality @FinalityCap]

The next phase of ETFs is here: yield on-chain exposure.

Finality Partner and Head of Liquid Investments @David_Grid spoke to @YahooFinance’s @ines_ferre about how Wall Street is exploring ways to generate yield for digital asset investors — including staking mechanisms integrated directly into ETF wrappers.

Read David’s insights below:

https://t.co/p8kIQkcdHs

[David Grider @David_Grid]

2/ However, here’s one for the bears - BTC is tracking pretty closely to the 2022 bear market so stay safe out there!

We’re positioned for both outcomes

[David Grider @David_Grid]

1/ Here’s one for the bulls - the last time BTC/S&P outperformed like this was near the April 2025 bottom

[David Grider @David_Grid]

“Crypto is too volatile, I’d rather invest in private credit”

-Allocators

[David Grider @David_Grid]

@superbusycap James?

[David Grider @David_Grid]

In hindsight, there were warning signs for today’s GLXY move

[David Grider @David_Grid]

Congratulations to crypto for once again being able to correlate with whatever market is going down - now software