Zach Pandl
@LowBeta
Head of Research @grayscale. Formerly economist and macro strategist @goldmansachs. Opinions are my own. Disclosure:
参加 November 2021
856 フォロー中 10.4K ファン
Concise argument worth reading.
Particularly like the view of ETH as a commodity with functional utility.
imv this utility is composed of:
(1) Blockspace, which ETH buys.
(2) Value, which ETH stores.
High issuance for excess security is not conducive to either.
もっと見る
