In this episode of the Fundamentals Podcast, we’re joined by Zach Pandl, the Head of Research at Grayscale. Zach talks about his career transition from Wall Street to the crypto industry, the compelling reasons behind his move, and his role at Grayscale.

Zach outlines the potential of digital assets, driven by large addressable markets, network technologies, and the Bitcoin macro trade. Additionally, Zach shares his insights on the macro factors impacting the crypto market today and the importance of federal reserve policy on Bitcoin’s price.

We walk through Grayscale's product suite, including their flagship Bitcoin and Ethereum related products, and the launch of mini trust products and new investments in protocols like Stacks and NEAR. He explains Grayscale's approach to evaluating crypto projects through fundamentals-focused metrics such as daily active users, fees, and transactions. 

Lastly, Zach highlights the role of research in both investor education and product development at Grayscale, and shares his optimistic outlook on the future impacts of digital assets and Grayscale's ongoing mission to provide innovative crypto investment products.

Tune in for a great episode on the fundamentals of crypto.

Make sure to leave a comment if you have any questions 🙌

Timestamps

00:00 Introduction

01:31 Meet Zach Pandl: From Wall Street to Crypto

03:20 Why Crypto Is the Future of Finance

08:36 Grayscale: A Pioneer in Crypto Asset Management

10:25 Grayscale’s Four-Stage Product Life Cycle

12:24 Macro Trends Driving Crypto

17:35 How Important Is the Presidential Election for Crypto?

20:37 Overview of Grayscale's Product Portfolio

21:45 Flagship Products (GBTC & ETHE) and Upcoming Mini Trusts

24:02 New Private Placements: Stacks and NEAR Trusts

28:19 The Role of Research at Grayscale

34:50 Grayscale Crypto Sectors

38:07 External vs. Internal Research

39:21 Onchain Data and Fundamental Analysis

43:25 Looking Ahead

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