Grayscale Eyes Data, Credit Beyond AI Tokens
@Grayscale’s latest research note examines how AI projects source training data, finance GPUs and pay for computing, while stressing that a useful service does not guarantee token value. #Update #AI
@Grayscale’s latest research note examines how AI projects source training data, finance GPUs and pay for computing, while stressing that a useful service does not guarantee token value. #Update #AI
@Grayscale highlighted $DATA, $CHIP and $PEARL as projects supporting AI data, hardware financing and GPU use, respectively. #Update #AI
@Grayscale reports @Pearl gained 580% through Oct. 22 as the project seeks to pay GPU operators for AI work and blockchain security. #Update #AI
@Grayscale says token inflation can erase gains from staking rewards and buybacks, so investors should weigh new supply alongside protocol earnings and payouts. #Update #CryptoValuation
@Grayscale ranked 10 crypto protocols by yields that account for token inflation. $CAKE led adjusted earnings yield at 14.4%; HYPE led tokenholder yield at 8%. #Update #DeFi $CAKE
US spot $ETH ETFs drew $14.9 million on October 21, ending five straight outflow sessions. Inflows at @Grayscale and @Fidelity offset withdrawals from @BlackRock’s fund. #Update #ETFs $ETH
@Grayscale now accepts direct crypto contributions for shares in 10 investment products, letting eligible investors skip a cash conversion. Minimums start near $80,300; an authorized participant or approved intermediary is required. #Update #ETF
Grayscale and Republic launch three crypto funds focusing on DeFi, AI, and blockchain data with a $2,500 minimum for accredited investors. #Update #DeFi
Grayscale reports that cheaper AI and autonomous agents could boost computing power demand, with token consumption potentially rising 24-fold by 2030, as workflows consume significantly more tokens than chatbots. #Update #Crypto
Grayscale adds BitGo Bank & Trust as a custodian for its Hyperliquid Staking ETF, enhancing institutional custody structures for altcoin and staking products. #Update #Crypto #Staking
Grayscale’s GXRP ETF now allows direct $XRP exchanges for shares, with Anchorage added as a custodian alongside Coinbase. Cash remains an option for institutional transactions. #Update #Crypto $XRP
Grayscale’s analysis shows missing Bitcoin’s top 15 days turns a 225% three-year gain into a loss, highlighting the importance of consistent exposure over market timing. #Update #Crypto $BTC
Grayscale reports that bitcoin’s return over three years is 225%, but missing its 10 best trading days would drop it to 27%. CryptoQuant notes the Puell Multiple’s seven-day average has risen above 1 for the first time in 10 months. #Update #Crypto $BTC
Grayscale includes XRP, Zcash, and Litecoin alongside Bitcoin in its digital currency category. XRP’s market cap nears 6% of Bitcoin’s, with Zcash at 1.5%. #Update #Crypto $XRP