David Grider

David Grider

8,081 Twitter followers

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Partner @FinalityCap | Ex. Head of Research @Grayscale (@DCGco) | FMR. Head of Digital Asset Strategy @Fundstrat

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1/ @BitMNR ($BMNR), which is listed on the NYSE, seems to be the only major ETH DAT not listed on the NASDAQ. twitter.com/David_Grid/status/...

Imagine thinking BMNR would trade below NAV when Tom Lee has $775m of cash to buy back shares for those silly enough to sell them to him at a discount twitter.com/David_Grid/status/...

I've shared some thoughts on how @jito_sol approach buyback in the forum. One solution could be to use some formula thats 50% a multiple of revenue to JTO mkt cap and 50% that's JTOs SOL mkt cap% where you buy back more or less depending on the ratio. forum.jito.network/t/jto-utili...

1/ We may not agree on small details of SMID228, but @multicoincap and I have a similar view on @jito_sol‘s potential In the spirit of contributing to the JTO collective consciousness, we’re also open sourcing our investment memo & valuation from Aug 2024 twitter.com/David_Grid/status/...

1/ @solana SIMD-0228 has gotten a lot of debate, but I haven’t seen a lot of data around the impact, so I put together a model After SMID-0228, Solana risks losing an extra ~50 to 250 validators under different rev scenarios twitter.com/David_Grid/status/...

12/ But the main reason Solana needs restaked middleware has nothing to do with scalability. At its core, more restaked middleware will allow Solana to bring off-chain data on-chain in a trust minimized way. For Web3 apps to have real utility, they need to talk to the outside

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