onthebrink

Founding Partner @ Castle Island Ventures; co-host of On The Brink w/ Castle Island; previously @Fidelity

Independent Ethereum educator, angel investor and advisor. 

Founder of /thedailygwei.

Ethereum and CryptoPunks OG | EIP-1559 co-author | Solo Staker | Angel Investor

@sassal.eth & @eric.eth believe "Ethereum ETF nearly certain, predicting significant inflows"

While @mattwalshinbos & @nic say "Ethereum ETF unlikely soon, expect lengthy legal battle or underwhelming inflows"

who is right?

There’s a contract on polymarket that tracks approval by end of May, which right now sits just under 40%

Onchain boomer building out the world of decentralized networks, financial protocols, and DAOs. 
Current focus: vaults.fyi

You can also look at the ETHE discount to NAV, which for GBTC really narrowed after the SEC lost vs Grayscale. ETHE’s discount has stopped narrowing since spot BTC ETF launch. Conclusion looks similar to polymarket pricing.

Deciphering markets. Making forecasts. Understanding underlying drivers. www.praxisveritas.io