Top Results14 results
Market Musings - Will History Rhyme?
This is largely a result of the Grayscale ETHE redemptions, a dynamic we saw (and continue to see) with...
9 Min
Macro & Markets
Jul 2024
Dog Days of Summer
Almost immediately, ETH pumped more than 30% from $3,000 to nearly $4,000, all but eliminating the ETHE...
34 Min
Macro & Markets
Jul 2024
ETHE Outperforms Spot ETH
For those who believed an ETH ETF approval was inevitable, the Grayscale Ethereum Trust (ETHE) turned...was reminded of a post from our own Tom Shaughnessy back in August that outlined the thesis for why ETHE...And so far, that thesis has played out incredibly well — ETHE has outperformed spot ETH by nearly 80...
2 Min
Financial Market Themes
May 2024
Crypto Crossroads: ETFs, Politics, and Prediction Markets
They’re, they’re choosing Ethereum or most RWAs are issued on Ethe. Right. But Right.
56 Min
DeFi
Jul 2024
ETH ETF -> Political News and Speculation
Another kicker is that, similar to GBTC outflows, there is a similar supply overhang, with ETHE holding...If we expect similar outflows, we could see $5B of ETHE sold in the first four months of trading.
4 Min
Macro & Markets
May 2024
GBTC And ETHE Trade at Record Discount to NAVs
📊 GBTC And ETHE Trade at Record Discount to NAVs Grayscale Bitcoin Trust (GBTC) and Grayscale Ethereum...Trust (ETHE) are trading at the largest discount to net asset values ever with GBTC as well as ETHE...While DCG regularly bought back GBTC and ETHE shares, Genesis accepted them as collateral against loans...
5 Min
Asset Management
Nov 2022
NFT Market Sees Slight Uptick in Trading Activity as 2022 Ends
Genesis owes $900M to Gemini DCG Liq – Grayscale $10B AUM x 2% = $200M x 3x multiple = $600M – GBTC/ETHE...
4 Min
NFT Marketplace
Jan 2023
ETH ETF Pessimism
...case is that a lot of money has already positioned for the ETH (ETHBTC up ~12% since BTC approval, ETHE...
1 Min
Layer 1 / L1
Mar 2024
ETHE Abbreviated ETF Thesis
...exposure to ETH beyond holding spot ETH (or staking via stETH, cbETH and others) and I’ve landed on $ETHE...ETH over BTC long term, and the discount offers more opportunity (27% discount for GBTC vs 37% for ETHE...on the CME offers a more liquid or less fragmented market to trade on vs the massive BTC (or ETH for ETHE...I am long ETHE.
3 Min
Financial Market Themes
Aug 2023
Delphi Roundup | August 17th
...trajectory, the pivotal role of stablecoins in DeFi liquidity, and the potential interplay of GBTC/ETHE...
1 Min
DeFi
Aug 2023
Delphi Roundup | August 11th
...trajectory, the pivotal role of stablecoins in DeFi liquidity, and the potential interplay of GBTC/ETHE...
3 Min
DeFi
Aug 2023
Bull v Bear - Dog Days of DeFi Summer
...trajectory, the pivotal role of stablecoins in DeFi liquidity, and the potential interplay of GBTC/ETHE...
30 Min
Macro & Markets
Aug 2023
Arrakis PALM is Ready to Steal the Sun
Lyra Finance has decided to move its governance to Ethe...
2 Min
AMM
Feb 2023
Universe: Aggregating All NFT Media Components and Evolving The Components Faster than Peers
Maybe punks are on base layer Ethereum but they were made like back when Ethe was very inexpensive and...
NFTs
Jul 2021