Grayscale Points to Solana and Core Smart Contract Blockchains for On-Chain Assets
Grayscale research head Zach Pandl views Solana, Ethereum, and BNB Chain as undervalued infrastructure poised to support trillions of dollars in tokenized assets.
Grayscale head of research Zach Pandl indicated that leading smart contract networks, including Solana, Ethereum, and BNB Chain, are being neglected by crypto-native traders pursuing alternative narratives. According to Pandl, these established networks are positioned to capture trillions of dollars from traditional finance moving on-chain, including stablecoins, tokenized bank deposits, and tokenized real-world assets.
Pandl also discussed the growing relevance of privacy tools and decentralized derivatives. He expects privacy features, such as those in Zcash, to integrate into smart contract ecosystems and stablecoins during the upcoming cycle. Meanwhile, he highlighted the expansion of perpetual futures contracts across institutional trading venues, referencing Grayscale's Hyperliquid ETF and regulatory developments at the CFTC.
In his broader market evaluation, Pandl stated that Grayscale identified a Bitcoin market bottom around $58,000 at the end of June. The subsequent price recovery occurred despite macroeconomic and regulatory hurdles, such as climbing bond yields, Federal Reserve interest rate hikes, and the legislative failure of the CLARITY Act.
These two are not the same thing, and one does not produce the other. The left is how this single article reads, from its tone alone. The right is the site’s own call on the asset, from indicators and analysis. Press tone feeds no score and no signal: on the only corpus this site has measured, daily tone tracked the move that had already happened and showed no measurable link with what followed.
More on Solana All pieces →
- Neutral Spout Raises Two Million Dollars to Enable Interest-Free Equities Borrowing on Solana
- Neutral Yuga Labs Introduces Mudwater Trading Card Game on Solana
- Sell Solana Spot Volume Shows Above-Baseline Activity as Price Drops Toward $100
- Neutral Ethereum Tests Larger Blocks on Testnet as Solana Prepares Alpenglow Upgrade
Rewritten from the headline, the teaser and the one-line summary the qualification step produced — that is all the material there is, and nothing is added to it. The source link is kept on file so any item can be checked, and is not published here.