Grayscale sees two clear paths out of the bear market, giving investors a sharper playbook instead of dwelling on past losses. The next moves will decide whether bitcoin is bottoming or heading lower, making this a pivotal moment for long-term positioning. Fed Policy, CLARITY Act, and Strategy Shape Bitcoin’s Next Move Bitcoin’s move below $60,000 […]
Bitcoin.com News•Kevin Helms28 Jun
Grayscale said bitcoin could face more pressure if the CLARITY Act stalls, as Senate delays and tighter rate expectations weigh on crypto sentiment. Bitcoin’s Next Price Test Narrows Around the CLARITY Act The CLARITY Act has moved to the center of market focus as it faces a compressed Senate calendar, with regulatory progress emerging as […]
Bitcoin.com News•Kevin Helms27 JunInstitutional positioning builds as ETF competition and on-chain strength converge around Solana’s Q3 outlook.
AMBCrypto•Ritika Gupta26 Jun
Two of finance’s biggest names have converged on the same crypto bet. Standard Chartered and Grayscale both see strong upside for Aave (AAVE), the decentralized finance (DeFi) lender, despite a rough year for the token. The dual signal arrives with the altcoin near $82.69, up about 0.3% on the day and 12% over the past
BeInCrypto•Kamina Bashir26 Jun
Grayscale Investments said several leading revenue-generating crypto protocols are trading at relatively low valuation multiples. The firm added that a potential CLARITY Act vote in the coming weeks could support growth in on-chain finance and tokenized assets. Revenue Rankings Highlight Low Valuation Multiples Ahead of CLARITY Act Grayscale Investments said many revenue-generating crypto protocols are […]
Bitcoin.com News•Kevin Helms26 Jun
Grayscale says several revenue-generating crypto protocols may be trading at attractive valuations as regulatory clarity becomes a bigger market catalyst.
NewsBTC•NewsBTC Editorial Team25 Jun
Grayscale believes the potential passage of the CLARITY Act could unlock value in many of the largest revenue-generating crypto applications. The firm’s Head of Research, Zach Pandl, pointed to low trailing earnings multiples across the top 15 protocols in the sector. He argues the assets look inexpensive on cash flows after a long bear market.
BeInCrypto•Kamina Bashir25 Jun
Grayscale's focus on undervalued crypto protocols suggests potential growth in tokenized assets, contingent on favorable regulatory changes.
CryptoBriefing•Editorial Team25 Jun
Ether falls harder than Bitcoin in a market-wide risk-off move, while Aave bucks the selloff on V4 and Grayscale tailwinds; total DeFi value drops to about $69 billion
The Defiant•The Defiant Team24 Jun
Grayscale's Zach Pandl warns Strategy's $15.5B preferred stack and $1.5B annual dividend load could compel repeated Bitcoin sales, undermining Saylor's accumulation thesis.
Bitcoin’s recent underperformance relative to equities has coincided with rising Federal Reserve rate expectations, and Grayscale Investments argues bitcoin could narrow that gap if policymakers hold off on rate hikes. Fed Policy Expectations Drive Divergence Across Markets Grayscale Investments is tying bitcoin’s lag behind equities to a repricing of Federal Reserve policy, arguing that bitcoin […]
Bitcoin.com News•Kevin Helms22 Jun
Crypto ETF flows stayed divided in the holiday-shortened week ending June 19, with bitcoin funds posting $226.8 million in outflows and ether ETFs slipping by $10 million. Altcoin products told a stronger story, with a combined addition of $46 million into HYPE, XRP, and solana ETFs. Altcoin ETFs Gain Momentum as Bitcoin Funds Post Sixth […]
Bitcoin.com News•Emmanuel Musa22 Jun
Morgan Stanley's amended SEC filings reveal 0.14% Ethereum and Solana ETFs with staking yields, undercutting every U.S. rival and forcing Grayscale to respond.
99Bitcoins•Alex Ioannou22 Jun
If tokenized assets gain traction under clearer regulations, Grayscale believes that AAVE could emerge as one of DeFi's biggest beneficiaries.
Strategy faces about $1.5 billion in annual preferred-stock dividends against roughly $477 million in software revenue, a cash-flow gap that Grayscale’s head of research, Zach Pandl, warns is a financing problem, not a bitcoin one. A Cash-Flow Problem, Not a Crypto Problem In a podcast with journalist Laura Shin, Grayscale’s head of research (who posts […]
Bitcoin.com News•Shiraz Jagati20 Jun
The CLARITY Act could significantly boost institutional investment in digital assets by providing regulatory certainty and clearer oversight.
CryptoBriefing•Editorial Team18 Jun
Grayscale and CoinShares are applying traditional valuation techniques to crypto assets as institutions explore revenue-generating DeFi protocols.
Cointelegraph•Ezra Reguerra18 Jun
Grayscale says AAVE may be undervalued, with fair value at $80-$100 now and near $175 in a year if tokenized assets enter DeFi lending soon.
Are other on-chain indicators echoing Grayscale's price prediction or painting a completely different story?
AMBCrypto•Ishika Kumari17 Jun
Grayscale's focus on DeFi altcoins with real utility highlights a shift towards sustainable value in crypto, emphasizing revenue-generating protocols.
CryptoBriefing•Editorial Team17 Jun