Even as the “crypto winter” is thawing, the narrative continues to miss the point.
In @FortuneMagazine today, I make the case that what really matters is happening beneath the market’s surface:
--> Unlike 2014, 2018 and 2022, this cycle has institutional-backing, and the drawdown was materially shallower because of it.¹
--> 73% of institutional investors plan to increase their digital assets allocations in 2026.²
--> 60% of Fortune 500 executives report active blockchain initiatives.³
Short-term price volatility and institutional adoption are two different stories.
Only one tells you where we're heading.
Read the full piece:
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Creating an ETP is easy. The hard part is knowing which ones are worth making.
Our research team spends time with protocol developers and ecosystem leaders—and we’re often the only asset manager in the room.
We look at how a network is being used, who is building on it, and what is the runway for growth.
It’s that deep digital assets expertise that has positioned us to offer exposure to the tokens behind networks like Zcash ($ZEC) before anyone else.
Today’s launch of The Zcash ETF ($ZCSH), built by Grayscale, represents another step in bringing innovative digital assets into the structures that investors trust.
The latest milestone in our history of firsts.
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Great to be in DC today for @ChairmanSelig's inaugural meeting of the @CFTC Innovation Advisory Committee — the first of what I expect will be many conversations to advise the Commission on responsible financial innovation
Everyone benefits from clearer rules of the road, and dialogues like these are what will get us there
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Excited to represent our industry in this important discussion. Thank you for your leadership @ChairmanSelig
One of the most powerful ideas in DeFi is the open architecture approach
Instead of waiting for @HyperliquidX to list a market, builders can deploy their own products on top of Hyperliquid’s infrastructure
The result is a platform with the ability to scale and adapt rapidly based on demand
That utility drives our conviction in $HYPE
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Thrilled to welcome Steven Vanourny as @Grayscale's new Head of Index
His experience identifying emerging opportunities and building differentiated investment platforms will be invaluable as we advance our next generation of investment products
Excited to have him on board!
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Proud of our impressive presence at @CoinDesk’s @consensus2026 Miami last week
The @Grayscale team spent time with the partners, protocols, and innovators actively building the digital asset economy
Coming together from across the ecosystem is what drives our industry forward
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At @MilkenInstitute this week, I shared how my childhood in Brazil shapes how I think about what we're building at @Grayscale
I used to go to the supermarket early in the morning. Not because the lines were shorter, but because by the afternoon, the same loaf of bread would cost more
In the 90s, Brazil cycled through currencies constantly. Cruzeiro to cruzado to cruzado novo to cruzeiro to real. Trust in money itself was something my generation simply never had in Brazil
Currency debasement is not a concept for me. It is a memory
I joined Grayscale to be part of an asset class that aims to protect people from these challenges I experienced myself
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Global financial assets: $700T¹. Crypto today: $2.5T². That gap is a massive opportunity
I'll be on a panel at @MilkenInstitute Global Conference on how to seize the moment and where digital assets go from here
Watch live at 4:20 PT / 7:20 PM ET on Monday
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