Galaxy Grid

In this episode of Galaxy Grid, the hosts unpack a dynamic week for digital assets as Bitcoin clings to the $80K level amid wild swings in ETF flows and mounting macro anxiety. Alex Thorn details his latest research report, explaining why technicals, positioning, and fundamentals show now is a historically strong time to buy and hold Bitcoin. The conversation then shifts to the recent Anthropic S1...

In this episode of Galaxy Grid, the hosts are joined by Jay, co-founder of Legend Trade, to break down what they are seeing in the mechanics and growth of social trading and onchain perps. The panel opens with an overview of the crypto market as Bitcoin trades around $82K following persistent ETF outflows, macro headwinds, and rising BTC dominance. Jay explains why retail traders are currently sit...

In the one-year anniversary episode of Galaxy Grid, the hosts unpack a turbulent week for digital assets as Bitcoin posts its first red weekly close since September amid heavy ETF outflows. The panel breaks down the market's sudden wall of worry, analyzing whether OpenAI’s latest algorithmic math breakthroughs pose a legitimate existential threat to foundational cryptography, alongside the fallout...

In this episode of Galaxy Grid, the hosts break down a massive Q3 close for crypto, with Bitcoin trading above $80K and Ethereum posting its best quarter since Q3 2024. The panel unpacks the structural drivers behind the recent market resilience, including strong ETF inflows, rising onchain DEX volumes, and major tokenized equity announcements from ICE and OKX. The discussion also covers the poten...

In this episode of Galaxy Grid, Rockaway X's Ryan Connor joins to examine the market's upward momentum as Bitcoin tests $88K on the back of $2.4B in weekly ETF inflows. The discussion covers crypto's resilience against macro headwinds, Rockaway X's strategy for bringing esoteric real-world assets (RWAs) like private reinsurance onchain, and recent SEC and CFTC regulatory updates. The panel also de...

In this episode of Galaxy Grid, the hosts break down the latest crypto market surge as Bitcoin crosses $85,000 despite recent rate hikes. They analyze the fallout from the Clarity bill stalling, detailing the SEC's new five-year innovation exemption for the secondary trading of tokenized securities and the CFTC's protective guidance for passive software providers. Ozzy, founder of Pons, then joins...

In this episode of Galaxy Grid, the hosts and Trevor, Head of Investor Relations at Lighter, analyze the recent crypto market cooldown, noting Bitcoin's pullback to $77,000, rising oil prices, and the highly anticipated FOMC rate decision. The group breaks down the US regulatory landscape for perpetual derivatives, exploring the Clarity bill cloture vote and CFTC licensing pathways. Trevor highlig...

In this episode of Galaxy Grid, the hosts assess if the onchain rally is overheating amidst Bitcoin's $80,000 consolidation and Zcash's 40% surge on renewed privacy narratives. They unpack the 4,000 BTC Liquid Network exploit, where attackers leveraged a software bug to drain funds before returning the majority of the haul. The hosts then dive into Robinhood chain drama, analyzing AMC CEO Adam Aro...

In this episode of Galaxy Grid, the hosts break down the return of the macro debasement trade alongside Michael Saylor's latest Bitcoin buys. They dive into the surge in onchain activity powered by new Robinhood chain launchpads pairing meme coins with tokenized equities, the historic passage of Solana's SGP-2 disinflation governance vote, and the smart contract exploit impacting Solana neobanks....

In this episode of Galaxy Grid, the hosts break down the massive market rally as Bitcoin, Ethereum, Solana, and altcoins print green candles across the board. The crew analyzes the factors driving the rip, including massive ETF inflows, short covering, and the SEC's new tokenization startup exemption that creates a lawful path for sub-$5M ICOs. Next, they dive into the evolving onchain landscape,...

In this episode of Galaxy Grid, the hosts are joined by Ankush J. from Castle Labs to explore why selling cheap block space is increasingly becoming a dead business model for layer-1 and layer-2 blockchains. Ankush breaks down his research on the verticalization of blockchains, explaining how the Hyperliquid model successfully places applications at the center of value accrual, why L2s like Arbitr...

In this episode of Galaxy Grid, the hosts are joined by Toe from Theia to discuss the widening gap between institutional crypto adoption and market apathy. Toe breaks down why traditional token models are broken, how compressed DeFi multiples are creating historic entry points for fundamental buyers, and how MetaDAO’s launchpad model is fixing high-FDV predatory unlocks with smart-contract investo...

In this emergency episode of Galaxy Grid, we break down the massive CoinKite Coldcard hardware wallet exploit that has compromised over 1,500 BTC ($100M+) across multiple attack waves. Alex Thorn delivers an exclusive play-by-play tracing the silent March 2021 RNG firmware bug, while Will Owens details how he successfully baited an automated drainer bot and won an RBF fee race to rescue his funds....

Ethereum ETF flows just outpaced Bitcoin for the second time while ETH is up 20% on the month. The SEC just issued guidance on vaults and lending markets that could reshape how institutional capital enters DeFi. Major financial institutions have pooled resources to fund a Bitcoin quantum security initiative bringing TradFi directly into Bitcoin core development for the first time. And Robinhood Ch...

In this week's episode of Galaxy Grid, the hosts break down a ranging market as Bitcoin clears $65k and MicroStrategy executes a $263 million equity sale to build a $3.2 billion reserve, without buying new BTC. The crew also discusses ETH ETF inflows flipping Bitcoin's, the legislative limbo of the Clarity Act, and Base’s major pivot away from social crypto to focus on core trading. Finally, they...

In this week's episode of Galaxy Grid, the hosts unpack a choppy market week as Bitcoin holds steady around $63.7k and Ethereum flashes slight outperformance while crypto ETF flows log their first positive week in nine weeks. The crew details MicroStrategy's massive $460 million equity sale to secure a $3 billion cash runway for extensive dividend coverage without offloading any corporate Bitcoin...

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...