Thanks @David_Grid and @SeanMFarrell for a great conversation at Medici LA We covered a lot of ground on financial privacy and why I have backed Zcash $ZEC for nearly a decade

1/ 📣 "In the next 5 or 10 years, there's not going to be this concept of public or private. All investable assets, ownership will be recorded on a blockchain." New special episode is LIVE on Level Up with @BarrySilbert, Founder & CEO of @DCGco, captured on stage at Medici LA 26. Join @David_Grid & @SeanMFarrell as they dive into: ◆ What projects and themes actually survive this cycle ◆ The state of institutional digital asset adoption ◆ Why Bitcoin's original promise may be under threat ◆ The Zcash thesis: a $2T store of value market up for grabs ◆ Why Bittensor is Barry's biggest bet of the decade 🔗 Full episode links below 👇

Bitcoin is a currency backed by energy and AI is literally sucking the energy and value out of BTC as more and more miners pivot to being AI data centers

This month I truly discovered the powerful role an uncorrelated asset like Bitcoin (#BTC) can play in a diversified portfolio. My short BTC position went down and was a great hedge against my equity longs as they went up and was a great hedge against them as they went down.

Looking forward to speaking at the AIMA - The Alternative Investment Management Association Digital Assets NY Conference next week, where I'll be discussing: Public equity & credit - finding fundamental value in blockchain-related companies.

During the @NetworkMedici LA conference this week, @SeanMFarrell and I had a lively conversation with a true legend in the industry, @BarrySilbert, Founder & CEO of @DCGco. We discussed the early days of Bitcoin, his experience founding DCG and launching GBTC, the upcoming Grayscale IPO, crypto miners converting to AI, and why he thinks Zcash and TAO are compelling opportunities.

Take notes everyone 📝 - this is a list of protocols that will be classified as securities under the Market Structure Bill

This seems pretty good for most of DeFi. But it sounds like this kinda kills intents.

Institutional momentum is accelerating. Not long ago, the focus was on understanding blockchain. Today, institutions are asking how quickly they can modernize core infrastructure and keep pace with peers. Watch @MarkWendlandCSH and Mark Toomey of @CantonStrategic join @David_Grid and @SeanMFarrell on the latest @NetworkMedici Level Up episode: youtube.com/watch?v=NuqFKwHt…

Our focus at @CantonStrategic is now on execution and modernization of core financial infrastructure. Appreciate the conversation with @David_Grid and @SeanMFarrell at @NetworkMedici alongside Mark Toomey. Watch the full discussion: youtube.com/watch?v=NuqFKwHt…

🎙️ Two years ago, institutions were asking "what is blockchain?" Today, they're asking "how far behind are we vs. other banks?" The conversation has shifted - and there's no going back. New Level Up episode is LIVE today with @MarkWendlandCSH & Mark Toomey of @CantonStrategic. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Why @CantonNetwork matters for TradFi ◆ The investment thesis on the coin and the stock ◆ The "DAT 2.0" playbook: SuperValidator, apps, & ecosystem investing ◆ Tokenized RWA, key partners & adoption metrics ◆ Competitive landscape & key risks 🔗 Full episode links below ⬇️

1/ 📣 "Jupiter today reminds fundamental investors of what Robinhood was pre-COVID… a very strong core audience, a very loyal and sticky retail customer base." @xxjzhu makes the case that Jupiter is the clearest expression of the fat app thesis on @solana. New Level Up episode is LIVE with @xxjzhu, President of @JupiterExchange. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Its evolution from DEX aggregator to DeFi super app ◆ JupNet: the omni-chain execution layer ◆ Jupiter Global: stablecoin cards QR pay in 200 countries ◆ Net-zero emissions DAO vote ParaFi’s investment ◆ Bull and bear case for JUP at current valuations 🔗 Full episode links below ⬇️

The next phase of ETFs is here: yield on-chain exposure. Finality Partner and Head of Liquid Investments @David_Grid spoke to @YahooFinance’s @ines_ferre about how Wall Street is exploring ways to generate yield for digital asset investors — including staking mechanisms integrated directly into ETF wrappers. Read David’s insights below: finance.yahoo.com/news/a-div…

“Crypto is too volatile, I’d rather invest in private credit” -Allocators

In hindsight, there were warning signs for today’s GLXY move

Congratulations to crypto for once again being able to correlate with whatever market is going down - now software

Telling the market to front run your buys is giving these vibes