Hyperliquid's native token, HYPE, still looks "cheap" despite its massive rally this year, according to Grayscale Research, which projects the decentralized derivatives exchange could generate roughly $1 billion in annual revenue by 2027 using a new "earnings per token" valuation framework.The firm…
Reference: SECGrayscale Staking Payout Proposal Could Reshape Ethereum And Solana TrustsGrayscale is proposing changes that would allow staking rewards from its Ethereum and Solana products to be paid out to investors in cash, a move that could make crypto staking exposure easier to understand for…
Grayscale is pitching covered calls as a way for Bitcoin holders to earn yield during a range-bound market, even as Glassnode detects early signals of a bear market bottom.The strategy means holding Bitcoin while selling someone else the right to buy it from you at a set price. In return, you recei…
Grayscale believes Strategy’s recent decision to sell a portion of its Bitcoin holdings is being misunderstood. While some investors viewed the move as bearish, the asset manager argues it actually strengthens both the company’s financial position and Bitcoin’s long-term outlook. “On the surface th…
TL;DRFor more details, visit the official Grayscale platform.An external analyst view on strategy’s capital structure, not a company actionGrayscale Analyst Outlines Strategy Balance Sheet Pressure Around Bitcoin Holdings is a timely crypto-market story because it gives readers a clear signal to wa…
Zach Pandl, head of research at Grayscale, said he hopes Strategy will sell at least $3 billion in Bitcoin to cover most of the company’s cash obligations for the next two years.In a Saturday X post, Pandl argued that the move may restore market confidence in the company's capital structure.Contrar…
