Grace Huang Chivers

Director, @Grayscale Product and Research | Opinions are my own |Disclosure:

[Grayscale @Grayscale]

$SUI @SuiNetwork can process 300,000 transactions per second, with no hard ceiling on how much it can scale.

@EmanAbio joined Grayscale Head of Research @LowBeta to explain why Sui was engineered for a world where AI agents outnumber humans onchain and how Sui is built to scale for that demand.

[CZ 🔶 BNB @cz_binance]

Here is the full interview.

[Zach Pandl @LowBeta]

DAO tokens like $AAVE can be valued with cash flows, but their legal structure differs from traditional businesses (eg LLCs, S-Corps, and C-Corps)

More detail in our latest report: https://t.co/KBPlnP6Wlh

[Grayscale @Grayscale]

How should you value a digital asset?

At Grayscale, we view crypto on a spectrum.

Some assets, like $BTC, are digital commodities driven by supply and demand.

Others, like $HYPE, are tied to revenue and can be valued with cash flows.

Read the full stack post from @lowbeta here:
https://t.co/ghWa4nwWhr

[Grayscale @Grayscale]

How does the CLARITY Act affect institutional players in digital assets?

At the @SolanaInstitute's Washington x Wall Street event, Grayscale Chief Legal Officer @CraigSalm joined legal and policy minds from Gibson Dunn, WilmerHale, @jump_, and @SolanaInstitute to unpack the CLARITY Act, SEC and CFTC jurisdiction, and what compliance frameworks need to look like amid continued regulatory uncertainty.

Conversation is happening and Grayscale is at the table.

[Craig Salm🛡️ @CraigSalm]

Perhaps a better "prediction market" is the Zcash Orchard pool itself. These are the users with potentially billions of dollars at stake in whether the vulnerability was exploited (since they're most directly affected if excess ZEC claims exist in Orchard and the turnstile limit is reached). Yet Orchard balances appear to have declined by only ~5% since the exploit was disclosed, which may also simply reflect users preparing to move to a new shielded pool. Not proof of anything, but an interesting signal from the users with strong economic incentive to assess the risk correctly.

[Zach Pandl @LowBeta]

This was a fun talk on tokenization and $ETH

Credit to the @ethconf team for running one of best organized conferences I have attended

[Zach Pandl @LowBeta]

There will be so many tokens ⬇️

[Grayscale @Grayscale]

We believe @Zcash $ZEC is the first privacy protocol to participate in a full @AnthropicAI Mythos-level audit

Grayscale Zcash Trust (Ticker: $ZCSH) is the only pure $ZEC exposure available in certain U.S. brokerage accounts.

See important disclosures and learn more about $ZCSH:
https://t.co/8pnj9vxF8L

https://t.co/uqDdCboqIr

[Peter Mintzberg @PeterMintzberg]

Thrilled to welcome Steven Vanourny as @Grayscale's new Head of Index

His experience identifying emerging opportunities and building differentiated investment platforms will be invaluable as we advance our next generation of investment products

Excited to have him on board!

[Grayscale @Grayscale]

Grayscale Research believes $AAVE may be undervalued at current levels

Our fair value is $80 to $100, with a base case of ~$175 in a year

Cash-flow driven tokens like @aave can be valued like a financial business

Read the full report here:
https://t.co/9fHSTV5QbF

[Grayscale @Grayscale]

"Tokenized assets can be thought of as a rising tide that lifts all boats, and $ETH is in many ways the biggest boat"

Grayscale Head of Research, @LowBeta, at @ethconf

[Grayscale @Grayscale]

The biggest sporting event, @FIFAWorldCup, is using @avax blockchain technology.

In a recent interview with Grayscale Head of Research @LowBeta, @avax President @John1wu shared that FIFA is utilizing Avalanche for ticketing and fan experiences.

[Grayscale @Grayscale]

“@Hyperliquidx is bringing the story of perpetual futures to traditional markets”

@lowbeta joined @YahooFinance to talk $HYPE.

$HYPG offers exposure to HYPE with staking, at a low 0.29% fee*

[Zach Pandl @LowBeta]

The crypto asset class is not a bet on any one country or system. In that sense it is a portfolio diversifier.

h/t @chainalysis geography of crypto report

[Grayscale @Grayscale]

"@HyperliquidX shows the power of blockchain technology to disrupt traditional finance"

@LowBeta talks $HYPE on @paulbarrontv

$HYPE exposure with $HYPG, with a low fee of 0.29%*

[Grayscale @Grayscale]

Grayscale Hyperliquid Staking ETF (Ticker: $HYPG) is now trading.

HYPG is the $HYPE ETP with the lowest gross management fee in the U.S. ¹ and staking, in your brokerage account today.

$HYPE exposure where the rest of your portfolio already lives.

Hyperliquid.

[Grayscale @Grayscale]

$HYPE x @nasdaq in Times Square

Grayscale Hyperliquid Staking ETF ($HYPG) is now available in brokerage accounts.

Hyperliquid

[Grayscale @Grayscale]

Grayscale Hyperliquid Staking ETF (Ticker: $HYPG), the $HYPE ETP with the lowest gross management fee in the U.S.¹, starts trading tomorrow.

$HYPE is the asset powering 24/7 onchain markets, with @HyperliquidX driving trillions in perpetual trading volume²

Direct $HYPE exposure and staking. In your brokerage account tomorrow.

Hyperliquid.

[Grayscale @Grayscale]

Perpetual futures are coming to America.

On May 29, the CFTC approved the first perp futures contract on a US regulated venue. Another export from crypto to traditional finance, after stablecoins and tokenized assets.

A step toward DeFi platforms like Hyperliquid reaching US users.

Read the full article from @LowBeta on the Stack: https://t.co/WhKFPNDOxa