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Grayscale

Grayscale to sell $3B Bitcoin for cash obligations

Bitro Conwell2 weeks ago6 min read

Grayscale Research Head Zach Pandl Urges $3B Bitcoin Sale for Cash Obligations Grayscale Head of Research Zach Pandl has publicly recommended that Strategy (formerly MicroStrategy) sell…

Grayscale’s AAVE $175 model contradicts 20% lower DeFi TVL – traditional finance mispricing divergence

Cabel Dioli4 weeks ago6 min read

Grayscale’s AAVE call spotlights a DeFi valuation gap Grayscale’s latest AAVE valuation report has put a fresh spotlight on the widening gap between traditional finance-style models…

Grayscale’s leverage stress test reveals basis trade unwinds – not macro selling – futures positioning cleansed

Althea Burnett1 month ago5 min read

Bitcoin basis trade unwind clears futures positioning Grayscale’s latest stress-test framing points to a basis trade unwind rather than broad macro selling, with futures positioning now…

Grayscale DeFi call overlooks $5B hyperliquid TVL – perpetuals crowding out real services growth

Cindy Dutta1 month ago6 min read

Grayscale Hyperliquid call spotlights $5B DeFi swap Grayscale’s latest Hyperliquid note landed in the middle of a larger DeFi debate: a protocol with roughly $5.5 billion…

Grayscale adds $2 million to Hyperliquid ETF filing

Nathan Coben2 months ago4 min read

Grayscale Hyperliquid ETF filing adds 2 million HYPE tokens Grayscale has amended its Hyperliquid ETF filing with the U.S. Securities and Exchange Commission, and the latest…

Grayscale Swaps Coinbase for Anchorage Custody Following BitMEX Zodia Partnership

Blount Charleston3 months ago8 min read

Grayscale Swaps Coinbase for Anchorage in HYPE ETF Custody Grayscale Investments amended its filing for the proposed Hyperliquid (HYPE) ETF on April 20, 2026, replacing Coinbase…

Grayscale $2.2T Inflow Forecast Joins Franklin Private Credit Push Amid $110T Wealth Transfer

Blair Connolly3 months ago6 min read

Grayscale $2.2T Inflow Forecast Amid $110T Wealth Transfer Grayscale Research outlines a potential $2.2 trillion inflow to crypto from a $110 trillion generational wealth transfer, driven…

MiCA License Timeline Decoded After Grayscale ETF Options Proceed at SEC

Daniel Lycon3 months ago7 min read

Grayscale ETF Options Proceed at SEC: Timeline Review SEC proceedings launched April 9, 2026, on NYSE American’s proposal to list options on the Grayscale CoinDesk Crypto…

Grayscale Drops Consumer Tokens, Adds AI Names Over Q2 Altcoin Review

Coinan Porter3 months ago8 min read

Grayscale Q2 Altcoin Review Adds AI Names, Trims List to 30 Grayscale Investments released its Q2 2026 “Assets Under Consideration” list on April 11, updating tokens…

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