Zach Pandl, Head of Research at Grayscale, joins us after Bessent’s $4 billion Treasury buyback lit a debasement trade that sent Bitcoin up 22% and gold to fresh highs. We get into what happens when yields stay high but the dollar falls, whether weaponizing the dollar against Iran accelerates dedollarization, which altcoins are underrated right now, and how Grayscale is positioning its portfolios.
GUEST: Zach Pandl, Head of Research, Grayscale Investments
Follow Zach on X ➜ https://x.com/LowBeta
00:00 intro
00:10 Sponsor: Uphold Staking
00:45 AI rotation and liquidity intervention sparked rally
02:00 Fear and greed skyrocket
03:00 Treasury Dynamics vs Crypto Market
04:30 Bessent will lose Bond battle?
06:40 Altcoin ETFs dying?
08:20 ZEC fund launched
10:40 Is the bottom in?
12:00 Why not launch a competitor to this but on Hood chain instead?
13:50 $UNI exposure
16:00 Our Top 2 “Fee Switch” Tokens
17:50 Sui another fallen token?
19:30 Perps: Will $JUP vs $HYPE reign supreme again soon?
20:40 ETH and SOL too late to change tokenomics?
22:20 Premium on SOL incoming?
23:00 Mainstream media vs AI hype
23:25 Tokenized gold vs Bitcoin wallets
23:55 SOL $100 new floor?
24:10 AAVE still worth it?
25:00 ZEC squeezed float?
25:45 $HYPE apocalypse soon?
26:00 CME scarred of HYPE
26:50 CFTC vs CLARITY
27:30 After DTCC launch, crypto needs new narrative?
28:00 USDT vs USDC
28:50 Graystack coins
#Crypto #Bitcoin #Ethereum
~Dollar Debasement Mega Trend!🔥Grayscale INTERVIEW🚨Zach Pandl~
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