Eric Wallach

Investment Analyst at @PanteraCapital

[Eric Wallach @ejwallach]

We @PanteraCapital are excited to partner with @blockworksres on their Token Transparency Framework, alongside Theia and L1D. Its success will mark the end of crypto's information dark age.

[Blockworks @Blockworks]

0/ Token markets are broken & suffer from information asymmetry & hidden risks.

We're changing that.

Introducing the Token Transparency Framework, a new standard for leveling the playing field.

[Eric Wallach @ejwallach]

Can we impeach mayors?

[Mayor Zohran Kwame Mamdani @NYCMayor]

MSG requested a permit for a watch party for 500-999 fans. We approved that permit for 999 fans.

Mr. Dolan has now decided to cancel the watch party.

I know this is breaking hearts across our city.

But if there's one thing Knicks fans don't need permission for, it's showing up for our team wherever we may be — no matter the block or the borough.

Knicks in five.

[Eric Wallach @ejwallach]

Did anyone I know see Obsession?

[Eric Wallach @ejwallach]

Did this and highly recommend!

[AlwaysSunnyNYC @AlwaysSunnyNYC]

Everyone trying to get Knicks tickets would be better off flying to San Antonio, booking a hotel, and getting better seats than MSG for less money

[Eric Wallach @ejwallach]

@capradavis @UnsupervisedCap @Old_Samster @bloomberg_seth Congrats fren!

[Eric Wallach @ejwallach]

@matthew_sigel Difference is IREN owns the GPUs and trades more like CRWV?

[Eric Wallach @ejwallach]

@matthew_sigel Thanks for sharing. What's the basis for $10/IT MW? As far as I can tell, other leases range from $1.44M/IT MW (Coreweave at CORZ) to $1.90M/IT MW (Fluidstack at HUT). It's a pretty tight range.

[Eric Wallach @ejwallach]

@neilhar @KenWattana Fr?

[Eric Wallach @ejwallach]

Special shoutout to @robertburkhart, who put in the tireless work to get this across the line and bring everyone to the table.

[Eric Wallach @ejwallach]

We @PanteraCapital are proud to support the Transparency Alliance. Disclosure matters for this industry, and it's no small feat that Blockworks has gotten exchanges, market makers, and funds all pulling in the same direction.

[Blockworks @Blockworks]

Introducing the Transparency Alliance.

An industry-led alliance establishing the Token Transparency Framework as the standard for token market disclosures.

[Eric Wallach @ejwallach]

@0xCryptoSam @recvcx Congrats! You’re gonna crush it

[Eric Wallach @ejwallach]

Highly recommend @vincentjow_’s memo. He’s a beast, and as always, I learned a lot from his work.

[Vincent J @vincentjow_]

10 BTC miners pivoting to AI infrastructure.

The cheapest trades at $3M per MW. The most expensive trades at $10M.

We published our memo and live comps with @artemis to standardize the comparison.

Comps: https://t.co/iZnTqevg2h
Memo: https://t.co/WSu6mSBiTI

Demand for AI is accelerating and power is the bottleneck. BTC miner conversion represents both the fastest and the cheapest way to bring power online.

But the data is messy. Disclosures differ across operators and prices are volatile with 10-30% short interest.

We've created a live dashboard to frame the opportunity and compare operators on the metrics that matter.

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LEGAL DISCLAIMER: This post is for informational purposes only and should not be relied upon as investment advice. This post is not a recommendation for any security or investment. Please see full post on Modular site for all disclaimers, sources, and supporting material

[Shuyao Kong @hotpot_dao]

every exploit is our industry's collective loss. reminder to never dance on someone's grave

[Eric Wallach @ejwallach]

@eden_ Coffee?

[Eric Wallach @ejwallach]

@0xhopydoc Maybe if we stop calling them ‘teams’

[Eric Wallach @ejwallach]

Excited to see Hashi launch. BTC-backed lending is a massive opportunity, and we've been waiting for someone to build this properly. Will be watching closely.

[Sui @SuiNetwork]

Introducing Hashi: a new era of Bitcoin finance on Sui.

Bitcoin's market cap exceeds $1 trillion. < 0.5% of it is used in DeFi.

Hashi is here to change that, with commitments from industry leaders including BitGo, Bullish, Erebor Bank, FalconX, Fordefi, Ledger, and more.

[Eric Wallach @ejwallach]

@AvgJoesCrypto @Degenerate_DeFi Very bullish on you two

[Eric Wallach @ejwallach]

"Make no mistakes"

[grizzy @Furbeti]

Jeffrey Epstein’s rules for his girlfriend:
‘no arguments monday to friday’
‘exercise four times a week’
‘I want beautiful things only’

[Eric Wallach @ejwallach]

@0xCryptoSam Great run - one of my favorite analysts

[Eric Wallach @ejwallach]

Observing

[Mason Nystrom @masonnystrom]

Solana is the becoming the stablecoin market leader.

Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows.

February market share:
Solana — 36%
Ethereum — 30%
Tron — 15%
Base — 11%

[Eric Wallach @ejwallach]

These are the same files as before, and they reflect well on the Pump team if you read them.

[Jarett Reginald Stewart Dunn @STACCoverflow]

ROUND 2 FOR THOSE OF YOU AFARAID TO DOWNLOAD A ZIP.

https://t.co/VhSLaNBccw

(files are still uploading - they will all be added within 15 minutes)

PUBLIC STATEMENT REGARDING RELEASE OF WHISTLEBLOWING RELATED COMMUNICATIONS

I am a former member of the Pumpdotfun development team and a well-known developer in the broader Solana ecosystem.

I am releasing my personal Telegram chats. The communications speak for themselves.

I am releasing this information publicly because I have concerns about my physical safety due to my role as a whistleblower. I am making these materials public so that I am no longer the sole holder of them and no longer a target.

I am coming forward voluntarily and without compensation of any kind. I have not been promised anything by any party in connection with this release. No conditions were placed on my cooperation, and none have been placed on this disclosure. I reserve all rights and protections available to me under applicable federal and state law. This release is made voluntarily, in good faith, and in the public interest.

Jarett Dunn
3/3/2026