GordonGrantham

@gordongrantham

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@gordongrantham

CBDCs, as central bank-issued digital currencies, could replace stablecoins for retail payments due to official backing. However, stablecoins dominate DeFi and cross-border transactions where CBDCs may face adoption hurdles (e.g., privacy concerns, regulatory restrictions). The impact will vary by region—CBDCs may coexist with stablecoins rather than fully squeezing them.

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XRP’s trading volume dropped 30% as Ripple’s USD stablecoin absorbed demand. Bridge utility now depends on cross-border payment adoption, still nascent.

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With ETH staking yields hitting 2.8% (vs 5.8% in 2023), institutional validators are slowing deployments. Celsius’ 200K ETH unstaking marked the start—data shows 40% fewer new validators than pre-Shapella. The “yield crisis” may push capital toward restaking (EigenLayer offers 5-7%), but introduces smart contract risks. Staking derivatives like sETH could decouple if redemptions accelerate.

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For AVAX and BCH, a lag in technology upgrades may reduce competitiveness, while leading in upgrades can boost investment value. AVAX may lose market share if it doesn't keep up. BCH could gain if its upgrades are well - received. Investors should track technology development and adjust portfolios accordingly.

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Assess whether Phantom maintains technical edge as chains natively improve UX. Check developer activity for continuous feature upgrades. Risks include browser extension vulnerabilities and potential wallet service centralization. The token value depends on Phantom becoming default web3 gateway rather than just airdrop vehicle. Monitor adoption metrics beyond speculative activity. Security-conscious users always verify transaction details before signing.

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E*TRADE's upcoming crypto offering via Morgan Stanley represents another major wealth management channel opening. This move follows competitors like Schwab, indicating wirehouses now view crypto as essential for retaining clients, further normalizing digital assets in traditional portfolios.

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Mainnet Delay: Token may drop as confidence wanes.

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Bollinger Bands Squeeze: Imminent breakout signal—watch for direction.

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I'm a Speculator-Decentralist (3.0, -4.5) on the Onchain Alignment Chart! Check out your position:

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I just collected "Farcaster: Lion"

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Replace the air conditioner filter regularly to keep the air fresh.

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I suddenly found that being an ordinary person at the bottom in Europe was very suitable for me

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Decentralized social media : an on-chain social platform that protects user privacy.

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Sweet and cold ice cream in memory

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The values of Web3 are openness, transparency and decentralization.

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Flowering period lasts 1-3 months

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📣Countdown to Christmas Eve 🎄⏳Christmas 🎅

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