Uploaded June 2026 | Updated September 2026, 1 week ago

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In this interview, I sit down with Zach Pandl, Head of Research at Grayscale, to discuss where crypto markets go from here. Zach explains why he believes Bitcoin is undervalued, the key catalysts that could mark the end of crypto winter, and why institutional investors are closely watching the Clarity Act. We also dive into Ethereum's role in the tokenization megatrend, why Hyperliquid has become one of the hottest topics among investors, and why Grayscale believes AI-powered crypto projects could become a trillion-dollar opportunity.


00:00 Is crypto winter about to end?
00:20 Why Bitcoin might already be cheap
01:50 Why Zach isn't telling investors to go all-in yet
02:42 Is now a good time to DCA into Bitcoin?
03:15 Could the Clarity Act end crypto winter?
04:05 Why Wall Street is waiting to "write the big checks"
04:45 Why Hyperliquid is Grayscale's hottest topic right now
06:11 Ethereum's struggles vs. the tokenization opportunity
07:30 Why Ethereum is positioned to benefit most from tokenization
08:08 How the Clarity Act could unlock the tokenization boom
09:30 AI and crypto: Grayscale's trillion-dollar opportunity
10:40 Why AI crypto could be the next major market segment
11:15 The projects Grayscale is watching most closely

#Bitcoin #BTC #Crypto #Ethereum #ETH #Grayscale #ZachPandl #Hyperliquid #HYPE #AICrypto #Bittensor #TAO #Tokenization #Investing #Blockchain


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