Macro Trends, ETFs, Smart Contract Platforms, and Crypto Fundamentals: A Conversation with Grayscale

Fundamentals

In this episode of the Fundamentals Podcast, we’re joined by Zach Pandl, the Head of Research at Grayscale. Zach talks about his career transition from Wall Street to the crypto industry, the compelling reasons behind his move, and his role at Grayscale.

Zach outlines the potential of digital assets, driven by large addressable markets, network technologies, and the Bitcoin macro trade. Additionally, Zach shares his insights on the macro factors impacting the crypto market today and the importance of federal reserve policy on Bitcoin’s price.

We walk through Grayscale's product suite, including their flagship Bitcoin and Ethereum related products, and the launch of mini trust products and new investments in protocols like Stacks and NEAR. He explains Grayscale's approach to evaluating crypto projects through fundamentals-focused metrics such as daily active users, fees, and transactions.

Lastly, Zach highlights the role of research in both investor education and product development at Grayscale, and shares his optimistic outlook on the future impacts of digital assets and Grayscale's ongoing mission to provide innovative crypto investment products.

Tune in for a great episode on the fundamentals of crypto.

Make sure to leave a comment if you have any questions 🙌

Timestamps

00:00 Introduction
01:31 Meet Zach Pandl: From Wall Street to Crypto
03:20 Why Crypto Is the Future of Finance
08:36 Grayscale: A Pioneer in Crypto Asset Management
10:25 Grayscale’s Four-Stage Product Life Cycle
12:24 Macro Trends Driving Crypto
17:35 How Important Is the Presidential Election for Crypto?
20:37 Overview of Grayscale's Product Portfolio
21:45 Flagship Products (GBTC & ETHE) and Upcoming Mini Trusts
24:02 New Private Placements: Stacks and NEAR Trusts
28:19 The Role of Research at Grayscale
34:50 Grayscale Crypto Sectors
38:07 External vs. Internal Research
39:21 Onchain Data and Fundamental Analysis
43:25 Looking Ahead

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