Galaxy Grid

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...

Token revenue models are under renewed scrutiny as DeFi and social crypto mature. Galaxy Research covers Lighter’s airdrop and what it signals for competition among perpetuals DEXs, Uniswap’s long-awaited fee burn and its implications for liquidity providers and governance, and the growing debate over buybacks versus reinvestment. The team also examines the latest wave of creator coins and why soc...

This week on GLXY Grid the team breaks down Coinbase’s latest “super app” announcements, the growing legal gray zone around prediction markets vs. sports betting, and a fresh governance fight inside Aave over control of key IP. They close by running through highlights from Galaxy Research’s 2026 predictions report—covering everything from L1 token value capture to stablecoins, lending, and tokeniz...

Fresh from Solana Breakpoint in Abu Dhabi, the team shares takeaways on recent announcements and what they signal for the Solana ecosystem. The episode examines the NYSE listing of Twenty One Capital, the Bitcoin treasury company backed by Tether, and what it reveals about Tether’s expanding role across digital-asset markets. The team also covers growing institutional acceptance of crypto from Van...

BTC rose on Thanksgiving Day but dropped substantially heading into this week, prompting a look at how friends and family discussed Bitcoin during this year’s Thanksgiving festivities. The team unpacks MicroStrategy’s decision to stockpile $1.4B in cash, discusses Monad’s early post-launch activity, highlights the shift from meme coins to prediction markets, reviews Hyperliquid’s token unlock, and...

Bitcoin stabilizes above $80K as the Fed loosens oversight and Solana proposes accelerated inflation cuts. The Galaxy Grid team analyzes whether BTC has bottomed, what the Fed’s move means for liquidity and bank stress, and how Solana’s new proposal could reshape staking incentives. Plus, Coinbase’s Vector acquisition, Monad’s launch, and new data on illicit blockchain flows. This video was record...

Central banks are entering the Bitcoin market, beginning with the Czech National Bank’s first-ever purchase of BTC. Uniswap activates its long-awaited fee switch, sparking a wave of DeFi buyback and burn proposals across the sector. At the same time, China accuses the United States of stealing 127,000 Bitcoin, Curve introduces a new leveraged yield protocol called Yield Basis, and Aave brings DeFi...

Bitcoin’s volatility has cooled—but that might be exactly what institutional investors want. Meanwhile, privacy coins like Zcash and Monero are surging, DeFi faces a $125M Balancer exploit, and traders are testing the limits of pre-market perps ahead of Monad’s Coinbase ICO. Plus, the team reflects on three years since FTX’s collapse and what the next phase of crypto market maturity looks like. Th...

The release of the Bitcoin whitepaper marks 17 years since Satoshi Nakamoto first outlined the idea that would transform global finance. The Galaxy Grid team breaks down the launch of new altcoin ETFs—including Solana’s spot product with staking—and what it means for liquidity and market structure. They also discuss Western Union’s move into stablecoins, the rise of the X402 internet payment proto...

From Ethereum’s leadership turmoil to Washington’s renewed push on crypto regulation, and Bitcoin’s brewing “civil war” over censorship proposals — the Galaxy Grid team dives into the debates shaping the future of digital assets. They unpack how D.C.’s market structure bill could redefine DeFi, what Ethereum’s identity crisis reveals about open-source governance, and why Bitcoin is once again figh...