Zach Pandl
@LowBeta
Head of Research @grayscale. Formerly economist and macro strategist @goldmansachs. Opinions are my own. Disclosure:
加入 November 2021
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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.
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