Galaxy Grid

In this week's episode of Galaxy Grid, the hosts unpack a volatile post-4th of July week as Bitcoin recaptures the $60k mark despite another unexpected move from Michael Saylor, who offloaded $215 million in BTC as part of MicroStrategy's ongoing Bitcoin monetization framework. The crew analyzes the latest on-chain mania, analyzing how the explosive growth of the "Ansem" KOL token obliterated volu...

In this week's episode of Galaxy Grid, the hosts dive into a high-stakes week as Bitcoin registers its first weekly close below $60k since late 2024 amidst macro friction and persistent market overhang. The crew deconstructs MicroStrategy’s newly unveiled digital credit capital framework, analyzing the inner workings of its multi-billion-dollar Bitcoin monetization programs, preferred share repurc...

In this week's episode of Galaxy Grid, the hosts break down a range-bound crypto market as Michael Saylor shores up corporate cash buffers and the New York Stock Exchange's parent company aligns with OKX on tokenized securities. The crew explores Solana's technical renaissance, evaluating upcoming consensus upgrades and fee burn proposals designed to spark an on-chain comeback. Shifting to Ethereu...

In this week's episode of Galaxy Grid, the hosts unpack a pivotal week as an unexpected U.S.-Iran peace deal sparks a robust rally across major digital assets. The discussion kicks off with Michael Saylor executing another $100 million Bitcoin acquisition, alongside an on-chain overview of stablecoin liquidity flowing back into Aave and Spark's sticky post-exploit growth. Shifting to the AI fronti...

In this week's episode of Galaxy Grid, the hosts analyze a high-stakes week as Michael Saylor and Strategy pivot from their previous test sale to buy an additional 1,550 Bitcoin. The crew dissects the escalating tensions among different tiers of corporate shareholders before analyzing Tom Lee’s launch of a new yield-bearing preferred equity vehicle for Ethereum. Shifting to policy and tech, the ho...

In this week's episode of Galaxy Grid, the hosts unpack a starkly divided cryptocurrency market where major assets are lagging while selective altcoins reach new highs. The crew breaks down the market's reaction to Michael Saylor and Strategy, moving 411 Bitcoin to Coinbase and executing a test sale of 32 BTC for $2.5 million. They debate the timing of this shift, which follows a massive $12.5 bil...

In this week's episode of Galaxy Grid, the hosts analyze a shifting crypto landscape as Bitcoin dips below $80k and ETF outflows accelerate. The crew explores the concentrated outperformance of specific altcoins like Hyperliquid, Zcash, and Venice AI, debating whether this focus on AI and privacy narratives signals a maturing market or just a bear market rally. The discussion then turns to tokenom...

In this week's episode of Galaxy Grid, the hosts break down a massive week for crypto markets and U.S. policy. The crew unpacks Bitcoin's recent pullback amidst hot inflation data, contrasted by relentless accumulation from corporate heavyweights like MicroStrategy and Bitmine. On the regulatory front, Alex provides an inside look at the historic bipartisan advancement of the Clarity Act through t...

In this week's episode of Galaxy Grid, the hosts break down a massive week across the crypto markets. The crew kicks off by analyzing Bitcoin's surge past $81k and the strategic shifts from major accumulators like MicroStrategy and Bitmine. They also dive into the evolution of Digital Asset Treasuries following Solstrategies' $18 million acquisition of Houdini Swap, before debating the rise of "Co...

This week on Galaxy Grid, the hosts break down a massive week in crypto, starting with Bitcoin surging past the $80k mark amidst ongoing geopolitical tensions in the Strait of Hormuz. Alex shares boots-on-the-ground insights from the Bitcoin Vegas conference, including the latest debates surrounding quantum threats and Satoshi's legacy coins. The crew then analyzes Pump.fun's dramatic decision to...

In this episode of Galaxy Grid, the hosts are joined by 1kx Head of Trading, Karim Helmi to discuss a cautiously optimistic market buoyed by MicroStrategy's relentless Bitcoin accumulation. The crew dives deep into the aftermath of the recent Aave and rsETH exploit, debating the long-term consequences of the community-funded "DeFi United" bailout and the systemic risks of highly leveraged restakin...

In this episode of Galaxy Grid, the hosts unpack the massive $292 million rsETH hack tied to the LayerZero bridge and North Korean actors, which severely disrupted DeFi lending protocols like Aave. The crew then pivots to discuss X's (formerly Twitter) new "smart cashtags" feature that integrates live price charts and trading capabilities directly into the timeline. Later, Alex shares on-the-groun...

In this episode of Galaxy Grid , the hosts break down three major news stories. The team first analyzes rumors that Iran is demanding Bitcoin for tanker passage through the Strait of Hormuz, questioning the logistical feasibility of these reports. Next, they examine Anthropic's restricted release of "Mythos," a powerful new AI model capable of autonomously finding and exploiting software vulnerabi...

In this episode of Galaxy Grid, the hosts unpack a volatile first quarter for crypto markets before diving into the shocking $285 million exploit of Solana's Drift Protocol, which was orchestrated through a sophisticated, months-long social engineering attack by suspected DPRK actors. The crew also explores the looming threat of "Q-Day," discussing recent research that suggests quantum computers c...

In this episode of GLXY Grid, the hosts break down a volatile week in macro markets and unpack Polymarket’s highly anticipated decision to finally turn on its fee switch. The crew dives deep into Balancer Labs' graceful exit and the sunsetting of its VE tokenomics, signaling a potential shift for OG DeFi structures. Finally, they explore the ultimate "DeFi mullet" as Web2 creator platform WAP inte...

In this episode of GLXY Grid, the hosts break down a volatile weekend in macro markets and unpack the SEC’s historic new guidance finally categorizing digital assets. The crew dives deep into the rapidly expanding world of agentic payments, exploring how TradFi giants like Stripe and Visa are building infrastructure for AI agents. Finally, they discuss the launch of officially licensed S&P 500 per...

In this episode of GLXY Grid, the hosts break down Bitcoin's resilient weekend action and how platforms like Hyperliquid are proving the value of 24/7 on-chain perps. The crew unpacks the DOJ's surprising decision to retry Tornado Cash founder Roman Storm, followed by a deep dive into the Ethereum Foundation's controversial new cypherpunk mandate. Finally, they explore Across Protocol's unpreceden...

In this episode of GLXY Grid, the hosts dive into the massive structural shifts currently colliding across the financial and technological sectors. We break down the banking lobby's uproar over Kraken securing a "skinny master account" at the Fed, what the inevitable return of crypto perpetual futures to the US means for retail traders, and a fascinating new study revealing why autonomous AI agent...

In this episode of GLXY Grid, the hosts break down a chaotic weekend in macro markets and how on-chain perps like Hyperliquid shined while traditional exchanges slept. Lucas shares on-the-ground economic and crypto insights from his recent trip to China, followed by a deep dive into ZachXBT’s latest insider trading investigation at the meme coin platform Axiom. Finally, the crew debates the CFTC’s...

In this episode of GLXY Grid, the hosts discuss the CFTC's sudden assertion of jurisdiction over prediction markets, Coinbase's decision to move its Base L2 off the Optimism Superchain, Nakamoto's $107 million acquisition of BTC Inc. and UTXO Management, and a bizarre incident where an AI bot was tricked into giving away thousands of dollars in meme coins. They explore the nuanced debate around in...

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In this episode of GLXY Grid, the hosts discuss the recent downturn in crypto prices, the implications of Ethereum's new ERC8004 token standard for AI agents, Pendle's revamp of its tokenomics, and the SEC's guidance on tokenized securities. They explore the intersection of crypto and AI, the evolving landscape of tokenomics, and the regulatory environment surrounding tokenized assets. This episod...

Crypto’s growing presence at Davos signals a shift from experimentation to implementation, as global policymakers and asset managers engage more seriously with digital assets. The team also examines U.S. crypto market structure developments, including how lawmakers are approaching decentralization, before turning to Bitcoin mining’s role as energy infrastructure, with insights from the Bitcoin Par...

This week on Galaxy Grid, the team breaks down the biggest crypto stories. Coinbase pulls support for the U.S. market structure bill, forcing a delay over the heated stablecoin yield debate. They discuss World Liberty Financial choosing Dolomite over Aave, unpack Bitmine’s surprising $200M investment in MrBeast, and examine why Jefferies swapped Bitcoin for gold citing quantum risk. A fast, clear...

It has been a long first two weeks of January, with the U.S. crypto market structure bill coming to a head in Washington. The Galaxy Research team also breaks down recent controversy in prediction markets, MSCI’s delayed decision on digital-asset treasury companies, and new product signals from X that could reshape how markets and crypto communities interact. This video was recorded on Monday, Jan...