#GBTC

Joshua Frank

Joshua_Frank_

1/Getting lots more questions on why the Grayscale premium exists and why that is having a big impact on ETH. Expanding on it here.The US has not approved a crypto

James Seyffart

JSeyff

Soo Grayscale's $ETHE is facing a tidal wave of new shares (116 million) as it transitions from a 12 to 6 month lockup on Jan 4th. There's currently about 47

QCP Capital

QCPCapital

1/ Right after a massive Friday Deribit month-end option expiry, Elon Musk released a cryptic (somewhat bullish) tweet, causing a huge squeeze higher in BTC price. This closed out a

Ty Young

YoungCryptoPM

Current Grayscale Premiums according to @GrayscaleTrust $GBTC Premium: 18.3%$ETHE Premium: 151.8%$GDLC Premium: 56.1%$ETCG Premium: 34.2%$LTCN Premium: 2878.2%$BCHG Premium: 1149.5%So what's actually going on here? Grayscale Trusts are

BVDDY

BvddyCorleone

Why We’re on the Precipice of Another Bitcoin Mania...A thread.Note: it has nothing to do with Bitcoin replacing fiat money anytime soon. 1- We can quibble all day about whether

fred hickey

htsfhickey

The herd has little interest in precious metals & "value" stocks in general. Too enthralled chasing one-direction bubble symbols such as TSLA, GBTC & ARKK. Repeat of '99-2000. Exact same

Allen Au 🧢

AllenAu11

Bitwise successfully listed its 10 Crypto Index Fund, $BITW, on the OTCQX Best Market yesterday. Like $GBTC, it is a trust product but can be publicly traded like a security

Ty Young

YoungCryptoPM

Current Grayscale Premiums according to @GrayscaleTrust $GBTC Premium: 18.3%$ETHE Premium: 151.8%$GDLC Premium: 56.1%$ETCG Premium: 34.2%$LTCN Premium: 2878.2%$BCHG Premium: 1149.5%So what the fuk’s is going on here? Grayscale Trusts are

i.am.nomad

IamNomad

been rethinking the coinbase IPO newsinitially, I was bearish on it from four points- they list very short-lived markets, often connected to their VCs backing. this results in short term

Dilutionproof

dilutionproof

1/5 A small thread with 4 indications that we might have seen or be close to the end of the current #Bitcoin dipIncluded charts: SOPR, GBTC premium, BPT

Kuppy

hkuppy

2) When this goes in reverse, you get into trouble (fast). A 20% decline at 130% long, sends you into the danger zone for leverage - hence why you are

Greg Foss.hodl 🇨🇦 (Lehman CDS at 9bps in '06)

FossGregfoss

Quick review (thread) of diff between a #btc ETF (2 new ones receipted in this wk) and the 4 existing closed-end #bitcoin funds (incl. $GBTC)An ETF is

Mike Chan

mikewchan

0) I read @MessariCrypto's Crypto Theses of 2021 this weekend:https://messari.io/crypto-theses-for-2021Job well done by @twobitidiot and team on the 134 pgs of crypto bliss!Here are points that resonated, disagree with, or

Jesse Berger

jayberjay

1/ WHERE THERE’S SMOKE, THERE’S FIRE a thread about #bitcoin It’s time to pay attention. Again.Love it or hate it, Bitcoin is sending smoke signals and the message is

Puru Saxena

saxena_puru

1/3) My thoughts on Bitcoin -Hopefully, it will provide you with a fresh perspectiveDisclosure - no conflict of interest/skin in the game 2/3) Thoughts on Bitcoin (contd.) 3/3) Bitcoin vol.

Alex Krüger

krugermacro

Here's JP Morgan's latest take on $BTC. These guys got the #bitcoin thesis right in 2020 yet somehow managed to turn themselves bearish before $20K and have been issuing

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