Eliezer Ndinga

Agree with this take on the data moat, as long as the data itself isn’t becoming a commodity and key to decision making or risk management. This is a tough red line in digital assets. https://t.co/pRsNGH1aHP

We at @21Shares called it, but there are reasons why some DATs did better or worse than others, and there are two groups IMO: Group 1 (mostly have scale now): Launched before US crypto spot ETFs to offer an equity proxy to digital assets, such as Strategy and Hyperliquid Strategies. The only exception in that group that launched after US crypto ETFs with scale is BitMine. Group 2: Launched after US crypto spot ETFs and have either shut down or struggled to raise fresh capital due to the AI-capex trade, with mNAV below 1.

🇨🇭 is leading the way after the 🇺🇸, where founders incorporate again! Also not surprising to see the low adoption of AI payments by businesses in the EU vs the U.S. https://t.co/Tg7xvoeRHE https://t.co/3DrkFyJiVh

Interesting new paper on making private transfers on Bitcoin without a consensus change with a network of indexers. A bit à la Zama for ETH. Could this create a censorship issue if this is adopted? https://t.co/ShkVh0hrFx

AI and crypto are not a meme pairing IMO. They are two general-purpose technologies fixing each other’s constraints to some extent. We identified 8 use cases as a map for allocators: 5 where AI needs crypto rails (trading, payments, asset management, private inference, storage) and 3 where crypto captures AI demand (compute, miner power, security). If even a sliver of agentic commerce settles, stores, or computes onchain, the asset class inherits a tailwind most portfolios still don’t price. Read the @21shares framework below.

We finally have the world’s first Zcash ETP in Europe Learn more about our privacy thesis here: https://t.co/6ztgyjxoAc Thanks for the shout out @coingecko! https://t.co/i3l1x4qUKv

This is what @shawmakesmagic and team envisioned 2–3 years ago with @elizaOS 👀 Quite ahead of their time in hindsight. Looking forward to apps that help older generations (>75y), although human touch is what they’d care about most as the least tech-savvy demographic. https://t.co/pJmGBExeT7

Howard Marks published his new memo on the U.S. fiscal deficit and pathways to resolve it, including questions on crypto allocation for diversification. Not all cryptocurrencies are the same; Bitcoin should be mentioned specifically as an emerging store of value akin and complementing gold in a portfolio. We published a report on Bitcoin in modern portfolios here: https://t.co/b5kMQNlck1

Hyperliquid is undeniably the financial-market success story coming out of crypto this year. Wonderful to see and grateful to investors for choosing our @21shares_us Hyperliquid ETF. https://t.co/8kWnlz3xho

End of an era! Balancer ushered in the early innings of DeFi Summer 6 years ago. https://t.co/rNB6y9kRvG