Head of Research @grayscale. Opinions are my own. Disclosure: https://xitter.cf/t.co/ojLj461iVI
Stamford, CT
Joined November 2021
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Read and subscribe to Grayscale's crypto research blog The Stack grayscale.com/the-stack
Zach Pandl retweeted
Congratulations to the authors of the "Google quantum paper" from April on winning this year's @ChaincodeLabs Bitcoin Research Prize. The paper had an enormous impact and gave the whole space a much clearer picture of the challenges ahead. Very well deserved!
In Adam's acceptance talk it was obvious that he genuinely cares about Bitcoin. I suspect that authenticity is why quite a few people in the room revised their quantum timelines during the talk.
Congrats to Ryan Babbush, Adam Zalcman, @CraigGidney, @tanujkhattar4, Hartmut Neven, Thiago Bergamaschi, @drakefjustin and @danboneh.
JUST IN: “Securing Elliptic Curve Cryptocurrencies against Quantum Vulnerabilities” announced as this year’s winner of @chaincode’s Bitcoin Research Prize 2026
The paper, produced largely by Google’s Quantum AI (@GoogleQuantumAI) group, provided new resource estimates for breaking the 256-bit Elliptic Curve Discrete Logarithm Problem, the core of modern blockchain cryptography.
Yesterday I gifted a copy of Triumph of the Optimists to @andyyy and @robbieklages
It’s a famous book about investment returns in the 20th century
I hope @therollupco continues to bring the positive energy
Due to my obnoxious bull posting over the last 3 months, Zach from Grayscale kindly gifted me “Triumph of the Optimists” at The Bridge yesterday.
Zoom out. Be more bullish.
Thank you @LowBeta @Grayscale @therollupco
Zach Pandl retweeted
Ten years ago today I wrote a blog post entitled "Zcash begins", announcing the genesis block of the Zcash blockchain: web.archive.org/web/20180810… ⤵️
Zach Pandl retweeted
Happy Birthday Zcash $ZEC.
10 years of privacy is just the beginning.
On the eve of its 10th birthday, Zcash is valued at ~1.5% of Bitcoin’s market cap
Where will it be in another decade?
As Zcash turns 10, Grayscale’s Zach Pandl says crypto’s need for a privacy layer was clear from the start, but the idea took time to catch on.
He credits Zcash for improving along the way, including its privacy pools and dropping the trusted setup ceremony.
At about 1.5% of Bitcoin’s market cap, he says it has room to grow.
@LowBeta @Grayscale $ZEC
Zach Pandl retweeted
⚡️ UPDATE: Grayscale's AI Compute ETF $GCPU gives exposure to AI infrastructure stocks, led by CoreWeave, Nebius and DigitalOcean.
Zach Pandl retweeted
Every AI model running today needs compute. These companies are powering the AI buildout:
Neocloud:
CoreWeave ($CRWV), Nebius Group ($NBIS), Digital Ocean ($DOCN)
AI Compute Infrastructure:
Hut 8 ($HUT), IREN ($IREN), Core Scientific ($CORZ), TeraWulf ($WULF), Applied Digital ($APLD), Hewlett Packard Enterprise ($HPE), SBI Holdings ($SBI)
The Grayscale AI Compute ETF $GCPU offers exposure to a basket of companies powering the compute economy. Learn more: etfs.grayscale.com/gcpu.
I'll be that the @TheTieIO's Bridge conference later today
Doing and panel on blockchains x AI and chatting with the rollup. Come say hi 👋
17 guests. One room.
We're LIVE at Bridge by @TheTieIO covering the frontier of institutional digital assets.
@stevenmcclurg @matthew_sigel @ChrisJBriseno @sjaitly @Matt_Hougan @RasterlyRock @fullportmatt @wbpeck @Aryonchain @SpencerApplebau @bretttejpaul @LowBeta @danheld @jimferraioli @TRowePrice @SkyBridge @AccoladePrtnrs
Tune in all day.
@NEARProtocol
3 in 4 Americans say financial privacy is important, according to new polling from the DeFi Education Fund and @ipsosus
Financial privacy is essential
"We can't make a stablecoin payment and then let Starbucks see our entire transaction history on Solana."
Zach Pandl @LowBeta, Head of Research at @Grayscale, filmed at our Singapore summit with @GammaKorath
Join us in Abu Dhabi on Dec 7
Steve Lee hosted an exceptional Goldman Sachs alumni meetup at Token2049. I learned a lot!
Reach out if you survived GS and are now working in crypto/digital assets
Enjoyed hosting @GoldmanSachs alumni working in digital assets for a gathering during @token2049 week
The group spanned funds, L1/2, exchanges, trading, custody, tokenization, AI and more, with people based across Asia, the US, Europe, the Middle East and Australia
With crypto increasingly focused on financial applications and tokenization, our traditional finance experience adds useful context to these conversations
Good to catch up, compare notes and hear what everyone is building
Zcash $ZEC turns 10yrs old on Wednesday!
It has kept innovating over time, including by upgrading its privacy pools
Quick blog post from Grayscale Research: grayscale.com/the-stack/how-…
Anthropic S1 disclosures
I knew that the Anthropic S1 would have some goofy risk factors but this has to take the cake
Readers added context they thought people might want to know
This post is satire.
sec.gov/Archives/edgar…