Matt Kunke
mattkunke.bsky.social
Matt Kunke
@mattkunke.bsky.social
Crypto Research Analyst @GSR_io | Node Operator | CFA Charterholder | Opinions are my own & RTs are generally for lolz.
November 19, 2023 at 3:06 PM
November 9, 2023 at 11:06 PM
New GSR piece via CoinDesk on a Bitcoin ETF (tldr)

1) Yes, ETFs are approved in some other regions, but the size of the US ETF market is multiples of Asia, Europe, and Canada combined.
2) structure advantages (taxes, no roll, tcosts, etc.)
3) BlackRock/Fidelity distribution

https://t.co/3vnAC5jD4e
November 6, 2023 at 4:52 PM
Summary thread:

https://x.com/mattkunke/status/1720188020995793175?s=46&t=qJ9a8xCPL84c4uCp-jmiZg

Although the full report is much better :)
November 2, 2023 at 11:11 PM
Our latest report looks at Lido and the implications of its dominant position in Ethereum's staking ecosystem, diving into its history & design, concerns about its concentration of stake, and dispelling some commonly cited hyperboles.

https://t.co/Qor6Z5apDb
November 2, 2023 at 11:06 PM
Stoked that @yup_io built woof from the office finally in 2023
October 26, 2023 at 1:04 AM
"Crossposting with @yup"
October 25, 2023 at 5:28 PM
Hello World!
October 25, 2023 at 11:57 AM