David_Grid's profile picture. Partner & Head of @FinalityCap Liquid Opportunities Fund | Ex. Head of Research @Grayscale (@DCGco) | FMR. Head of Digital Asset Strategy @Fundstrat

David Grider

@David_Grid

Partner & Head of @FinalityCap Liquid Opportunities Fund | Ex. Head of Research @Grayscale (@DCGco) | FMR. Head of Digital Asset Strategy @Fundstrat

This is the big tariff flight. The fight of the century. When should you buy? The real question is how many rounds will Trump and Xi go!

David_Grid's tweet image. This is the big tariff flight. The fight of the century. 

When should you buy? 

The real question is how many rounds will Trump and Xi go!

What are you really playing for here - 30% return? @BitMNR should just lay off the ATM, blast ETH higher with their cash, squeeze them, and rip the ATM again into the shorts covering higher.

We're short $BMNR. Report at kerr.co/bmnr. The DAT playbook has become basic & unoriginal: as near-identical copycats overwhelm the market, premiums are collapsing and the ability to issue shares well above NAV to boost ETH-per-share is disappearing. RIP DATs🪦🥲 1/8



Crypto and crypto stocks are becoming a bigger part of TradFi portfolios, but I'd be a lot of funds don't want to repot these assets on their books for quarter end 13fs so I'd wager window dressing is a decent part of this crypto sell off


This was a great panel on ETH DATs - be sure to check it out 👇🏻

Digital Asset Treasuries as crypto’s institutional wedge featured @fundstrat - @FundstratCap , @msantoriESQ - @PanteraCapital , @joechalom - @SharpLinkGaming , @AK_EtherMachine - @theethermachine , @David_Grid - @FinalityCap @ethereum_NYC Nextfin hosted by @thebbfund,…



David Grider 님이 재게시함

Digital Asset Treasuries as crypto’s institutional wedge featured @fundstrat - @FundstratCap , @msantoriESQ - @PanteraCapital , @joechalom - @SharpLinkGaming , @AK_EtherMachine - @theethermachine , @David_Grid - @FinalityCap @ethereum_NYC Nextfin hosted by @thebbfund,…


Everyone that says “Alt season is coming” because TOTAL 3 is about to break out has already missed it - Alt season has already happened in crypto equities

David_Grid's tweet image. Everyone that says “Alt season is coming” because TOTAL 3 is about to break out has already missed it - Alt season has already happened in crypto equities

Bitcoin momentum has moved fully to bitcoin equity basket, while the underlying does nothing for 4 months

zerohedge's tweet image. Bitcoin momentum has moved fully to bitcoin equity basket, while the underlying does nothing for 4 months


Great data check it out 👇🏻

VERY excited to share new nat’l data from our friends at @Ipsos looking at Americans’ views on the state of financial services & potential for emerging tech… like DeFi !!! Findings are fascinating. We hope the data will be valuable for policymakers (& all those interested!)



Sat down with @Juleshyman of @YahooFinance last week for a great conversation on Wall Street’s crypto convergence, the IPO market, digital asset treasuries, and managing a liquid hedge fund. You can watch the full interview via the link below: youtube.com/watch?v=l8JVg3…

David_Grid's tweet card. How one hedge fund is playing crypto & digital assets

youtube.com

YouTube

How one hedge fund is playing crypto & digital assets


David Grider 님이 재게시함

David Grider on DATs, Hyperliquid & Stablecoins. "The most interesting thing happening in crypto is TradFi convergence and the unshackling of regulation and that's what's allowing companies to do DATs and Hype to get their own stablecoin."


Be sure to tune in at 3pm 👇🏻

We’re LIVE NOW! Today is STACKED. 1:30PM ET @Nick_van_Eck - @withAUSD 2:00PM ET @bhau___ - @paxoslabs 2:30PM ET @samkazemian - @FraxFinance 3:00PM ET @David_Grid - @FinalityCap 3:30PM ET @osf_rekt - @rektdrinks



Thanks for listening👂🏻others please check out 👇🏻 x.com/networkmedici/…

Just watched your Level Up interview w Tom Lee. Quality. Thanks for that. (Not used to seeing quality in Crypto !)



David Grider 님이 재게시함

We have a new operating partner @FinalityCap! Please join me in welcoming @colinevran who will advise our founders on how to scale. The blockchain industry is going mainstream. With Colin, Finality can help our founders do the same.

adam_winnick's tweet image. We have a new operating partner @FinalityCap! Please join me in welcoming @colinevran who will advise our founders on how to scale.  The blockchain industry is going mainstream. With Colin, Finality can help our founders do the same.

Spoke to a DAT this morning that’s launching its stock on the Nasdaq BEFORE the token even starts trading on the secondary market. It’s both a sign of speculative hype, but also innovation: 1) Exchanges like Binance now have competition from TradFi for initial liquid token price…


Imagine thinking BMNR would trade below NAV when Tom Lee has $775m of cash to buy back shares for those silly enough to sell them to him at a discount

$BMNR holds 1,792,690 $ETH Cash on hand: $775M 👀

maxxTFSA's tweet image. $BMNR holds 1,792,690 $ETH

Cash on hand: $775M 👀


Saw this in Hong Kong today it must be a sign @TomLeeTracker

David_Grid's tweet image. Saw this in Hong Kong today it must be a sign @TomLeeTracker

For those wondering why @BitMNR sold off sharply yesterday - this was the second unlock of the remaining PIPE shares. So is this an opportunity or should you worry that insiders will crash the stock? The PIPE round was done at $4.50 or ~1.1x NAV and investors who are now up…



For those wondering why @BitMNR sold off sharply yesterday - this was the second unlock of the remaining PIPE shares. So is this an opportunity or should you worry that insiders will crash the stock? The PIPE round was done at $4.50 or ~1.1x NAV and investors who are now up…

1/ Is @BitMNR ($BMNR) dead or a great buying opportunity?!? We don’t have a crystal ball, but last time the stock was around this valuation it doubled over the next month so we’re updating our hypothetical valuation model

David_Grid's tweet image. 1/ Is @BitMNR ($BMNR) dead or a great buying opportunity?!?

We don’t have a crystal ball, but last time the stock was around this valuation it doubled over the next month so we’re updating our hypothetical valuation model


Loading...

Something went wrong.


Something went wrong.