Zach Pandl

Head of Research @grayscale. Formerly economist and macro strategist @goldmansachs. Opinions are my own. Disclosure:

[Zach Pandl @LowBeta]

$ETH scarcity gud

Blog post on changing Ethereum's staking model: https://t.co/AdUOrXVHQN

[Zach Pandl @LowBeta]

OK let's do this: we're weighing in on the contentious issue of $ETH's supply model

TLDR: We think a change is warranted and would be bullish for $ETH longer-term

The topic is a good litmus test for how people think about valuing crypto assets!

Our take ⬇️⬇️

[Zach Pandl @LowBeta]

Regulatory clarity and revenue are changing everything for crypto

[The Rollup @therollupco]

"Regulatory clarity and revenue. Those are the two things changing every conversation with professional investors. Hyperliquid really stands apart."

@LowBeta on what's separating this cycle from every previous one and the example that institutional allocators actually understand.

[Grayscale @Grayscale]

"$HYPE is the type of project that many investors in crypto have been looking for" @LowBeta via @TheBlockCo

$HYPG is trading today with a low fee of just 0.29%*

Hyperliquid

https://t.co/fsZUjjLtNA

[Zach Pandl @LowBeta]

@JamesEastonUK From your lips

[Zach Pandl @LowBeta]

@jenn_rosenthal @Grayscale @HyperliquidX @WSJ ❤️

[Hyperliquid @HyperliquidX]

RWA open interest on Hyperliquid reached a new ATH of $3B

HIP-3 has set a new OI record every month since its launch in October 2025

[Zach Pandl @LowBeta]

🔺⚽️🔺

[Emin Gün Sirer🔺⚔️ @el33th4xor]

Some of you may not realize that Avalanche is the tech platform that powers the FIFA world cup ticket sales.

[Zach Pandl @LowBeta]

@halfbld Wake me at 5

[Jack Kubinec @whosknave]

best days of my life:

1. day my son was born
2. grayscale hyperliquid ETF launch day
3. my wedding day

[Grayscale @Grayscale]

"to house all of finance."

That's the goal @HyperliquidX’s founder laid out to the @WSJ.

$HYPE up 100%+ this past year. ~$16B market cap.

Access $HYPE staking exposure with $HYPG.
https://t.co/Kl3dRispwY

[Zach Pandl @LowBeta]

"The institutional era for crypto has resulted in more disciplined capital allocation decisions and a focus on fundamentals”

https://t.co/V9N1exjMVU

[Zach Pandl @LowBeta]

You heard it from Eric Rosengren 👇

[Eric Rosengren @EricSRosengren]

The WSJ article on hyperliquid is a good overview. The world will be quickly moving to efficient low cost 24-7 trading of real world financial assets not just crypto assets. The liquidity is moving to decentralized exchanges and away from more costly centralized exchanges .

[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.

[The Wall Street Journal @WSJ]

Hyperliquid, a decentralized crypto platform, is open 24 hours a day, seven days a week. The exchange has emerged this year as a go-to spot for Wall Street’s weekend warriors. https://t.co/3VCVCnxToh

[Zach Pandl @LowBeta]

@TomLeeTracker it sure it

[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

[Zach Pandl @LowBeta]

@DefiantNews @Polymarket @UMAprotocol Super interesting

[Zach Pandl @LowBeta]

@Shaughnessy119 Digital scarcity still a good product

[Zach Pandl @LowBeta]

Feels pretty busy for a bear market

[Zach Pandl @LowBeta]

@vibhu @solana @sunrisedefi Plus https://t.co/rBRXTzeyIj and https://t.co/lfpPrldFA5

[Zach Pandl @LowBeta]

https://t.co/7SpOfz2aWT

[Zach Pandl @LowBeta]

Hyperliquid