Welcome to Galaxy Brains, hosted by Alex Thorn, Head of Research at Galaxy. Our weekly podcast provides insights and analysis on trends and events across the cryptocurrency ecosystem. Each week Alex will be joined by members of the research team to discuss the latest developments on all things crypto and blockchain technology.
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October 15, 20261 hr 20 min
Bitcoin and AI with Jordi Visser
Alex Thorn talks with investor Jordi Visser about bitcoin, tokenization, artificial intelligence, and theses for the market over the next decade. Alex also talks with Beimnet Abebe about markets, CPI, and inflation. This video, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at https://www.galaxy.com/galaxy-digital...
September 24, 202622 min
Bitcoin Consolidates While Rates Rise with Beimnet Abebe
Alex Thorn talks with Beimnet Abebe (Galaxy Trading) about Bitcoin price action, market cycles, Treasury rates, inflation, and AI stocks. Participants, along with Galaxy Digital, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC. If the value of such assets increases, those vehicles may benefit, and Galaxy’s service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy’s public filings and statements. Cryptocurrencies, including BTC, are inherently volatile and risky and ultimate market movements may not align with this statement. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including its Quarterly Report on Form 10-Q, available at www.sec.gov.
September 17, 202650 min
Is the Clarity Act Dead? with Tyler Williams
Alex Thorn talks with Tyler Williams, former Head of Digital Assets at the U.S. Treasury department, about the outcome of the Clarity Act vote in the U.S. Senate, and where crypto goes from here. Alex also talks with Beimnet Abebe (Galaxy Trading) about the Fed raising rates and market implications. Participants, along with Galaxy Digital, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC. If the value of such assets increases, those vehicles may benefit, and Galaxy’s service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy’s public filings and statements. Cryptocurrencies, including BTC and ZEC, are inherently volatile and risky and ultimate market movements may not align with this statement. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including its Quarterly Report on Form 10-Q, available at www.sec.gov.
September 10, 202647 min
Onchain Finance Is Growing with Zack Pokorny
Alex Thorn talks with Zack Pokorny (Galaxy Research) about Robinhood Chain, tokenized stocks, layer 2 networks, social trading like FOMO, and much more. Alex also talks with Beimnet Abebe (Galaxy Trading) about the Federal Reserve, rates, equities, and more. Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at https://www.galaxy.com/galaxy-digital...
September 3, 20261 hr 3 min
Crypto Market Cycles with Dan Matuszewski
Alex Thorn talks with Dan Matuszewski (CMS Holdings) about the state of the crypto market. Alex and Dan discuss whether bitcoin has bottomed, how Robinhood Chain competes with Base, the future of stocks onchain, stablecoin wars, and Tether’s new financial audit. Alex also talks with Connor Finemore (Galaxy Trading) about the durability of the AI trade and what lies ahead for equity markets. Participants, along with Galaxy Digital, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC. If the value of such assets increases, those vehicles may benefit, and Galaxy’s service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy’s public filings and statements. Cryptocurrencies, including BTC and ZEC, are inherently volatile and risky and ultimate market movements may not align with this statement. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including its Quarterly Report on Form 10-Q, available at www.sec.gov.
August 27, 20261 hr 26 min
Building Corporations Onchain with Gabriel Shapiro
Alex Thorn talks with Gabe Shapiro, CEO of MetaLeX Labs, about onchain corporations, tokenized stocks and companies, and the SEC’s new Regulation Crypto Assets. Alex also talks with Beimnet Abebe (Galaxy Trading) about bitcoin’s recent move higher, whether the rally can last, the impact on markets from Treasury’s new bond buyback strategy, and the durability of the AI trade. Past performance is not indicative of future results. Participants, along with Galaxy Digital, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC. If the value of such assets increases, those vehicles may benefit, and Galaxy’s service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy’s public filings and statements. Cryptocurrencies, including BTC, are inherently volatile and risky and ultimate market movements may not align with this statement. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including its Quarterly Report on Form 10-Q, available at www.sec.gov.
August 20, 202624 min
Bitcoin Rips as Dollar Dips with Beimnet Abebe
Alex Thorn and Beimnet Abebe (Galaxy Trading) about the Treasury’s expanded bond buyback program, whether yield curve control is happening, and what it means for hard money assets like bitcoin. Alex and Beim also discuss whether BTC has bottomed and whether a bull market is finally ready to resume. Past performance is not indicative of future results. Participants, along with Galaxy Digital, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC. If the value of such assets increases, those vehicles may benefit, and Galaxy’s service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy’s public filings and statements. Cryptocurrencies, including BTC, are inherently volatile and risky and ultimate market movements may not align with this statement. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including its Quarterly Report on Form 10-Q, available at www.sec.gov.
August 13, 202643 min
The Red Team Defending Bitcoin with Rob Hamilton
Alex Thorn talks with Rob Hamilton (Anchorwatch) about the Red Team utilizing AI to uncover and patch vulnerabilities around the Bitcoin ecosystem in the wake of the Coldcard exploit. Alex also talks with Beimnet Abebe (Galaxy Trading) about inflation, markets, and why he’s constructive on BTC at these levels. Past performance is not indicative of future results. Participants, along with Galaxy Digital, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC. If the value of such assets increases, those vehicles may benefit, and Galaxy’s service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy’s public filings and statements. Cryptocurrencies, including BTC, are inherently volatile and risky and ultimate market movements may not align with this statement. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including its Quarterly Report on Form 10-Q, available at www.sec.gov.
August 6, 202637 min
The State of CLARITY Act with Natalia Li
Alex Thorn talks with Natalia Li (Galaxy Head of U.S. Policy) about the state of the CLARITY Act. Alex also talks with Beimnet Abebe (Galaxy Trading) about markets. Participants, along with Galaxy Digital, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC. If the value of such assets increases, those vehicles may benefit, and Galaxy’s service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy’s public filings and statements. Cryptocurrencies, including BTC, are inherently volatile and risky and ultimate market movements may not align with this statement. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including its Quarterly Report on Form 10-Q, available at www.sec.gov.
July 30, 202628 min
Datacenter Expansion and Strategy with Simrit Dhinsa
Alex Thorn talks with Galaxy’s VP of Datacenter Capital Markets Simrit Dhinsa about Galaxy’s AI strategy, sponsorship of Texas Tech’s football stadium, how the AI buildout is affecting energy markets and politics, and the battles between frontier labs and between closed and open source models.
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