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Feb 12
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LONG
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David Pacman
Managing Partner, Coin Fund
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Housing prices are now 8x annual income for Gen Z (vs 4x for Boomers). Consequently, crypto derivatives volume has exploded by $100 trillion in the last year. This is "Financial Nihilism." Because "getting rich slow" (traditional savings/real estate) is mathematically impossible for this demographic, they are rationally forced into high-variance, high-leverage bets (perps, meme coins) to bridge the wealth gap. LONG the assets that benefit from high-risk appetite and leverage demand. Regulatory intervention in leverage limits or a major market flush-out liquidating retail traders. |
CoinDesk
BlackRock: 1% of Asian Wealth Could Trigger $...
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Feb 09
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LONG
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Will Rhind
Founder and CEO, GraniteShares
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The era of "vanilla" spot crypto ETFs is effectively over ("They're gone"). The market focus is shifting entirely to "crypto adjacencies." Innovation and capital flow are moving toward more sophisticated products. Investors are looking for yield or hedged exposure, meaning the growth will come from funds that utilize options, leverage, or pegged indexes rather than simple coin holding. Rhind notes that issuers are proceeding with these complex rollouts despite the current market slide. Regulatory hurdles or lack of investor appetite for complex products during a bear market. |
CNBC
How crypto's 2026 slide is dragging ETFs, acc...
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