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Zach Pandl

@LowBeta

Head of Research @grayscale. Opinions are my own. Disclosure: https://t.co/ojLj461iVI

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Last post
18h
6 Nov 2026
Measured
7 Nov 2026
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Recent posts

Zach Pandl@LowBeta · 18h
Back to basics: Ethereum is leading the transformation to the tokenized financial system of the future Among smart contract blockchains Ethereum is: #1 in stablecoins #1 in tokenized assets #1 in applications #1 in developers #1 in investment products More details⤵️
5 replies·33 reposts·88 likes·8,751 views
Zach Pandl@LowBeta · 23h
Polymarket expected valuation (mean and mode) still ~$1.6tr Carl Quintanilla @carlquintanilla Nov 5 “.. three major investors who plan to participate in the IPO say the valuation will likely need to come down, with one saying it could be closer to $1 trillion.” @WSJ $ANT wsj.com/finance/major-…
Zach Pandl@LowBeta · 1d
Nice primer on Ethereum geared toward governments and other institutions: ethereum.org/reports/basics… binji @binji_x Jul 2 I genuinely, after a long time, bought more $ETH after reading this. Ethereum is an undoubtedly rare and special technology. ethereum.org/reports/basics…
Zach Pandl@LowBeta · 2d
Had a great time on the 51 Podcast with Marc Baumann Marc Baumann 🌔 @marcb_xyz Nov 6 Our conversation with @LowBeta to discuss why @Grayscale gave clients the green light on Bitcoin, why Bitcoin rallied through a Fed hike, why central banks buy gold and not Bitcoin, Zcash as Bitcoin's Solana moment, and why all roads in AI lead to compute.