Brian R (thetinyant)

Brian R

Ex Citadel, Balyasny hedge fund analyst. Crypto research @GSR.io. Views are my own. NFA.

12 Followers

Recent casts

Historical post-halving #Bitcoin performance has been exceptional….but we’ve never gone into the halving ~at an all-time high, and the marginal decline in emissions is now ~immaterial 🍿🍿🍿

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With 52% confidence, I am turning more negative on crypto prices due to: 👉 BTC at ATH 👉 Waning positive catalysts 👉 Rising negative catalysts In more detail,

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Can anyone kindly point me to an analysis around restaking yield post EigenLayer launch? Believe EigenLayer is a huge catalyst for ETH due to materially increasing Ethereum's settlement TAM & increasing ETH's moneyness. But curious if there will be enough initial AVS demand to support material restaking yield near-term

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