Galaxy Brains

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.

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.

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.

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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.

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.

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.

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.

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.

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.

Alex Thorn talks with Nic Carter (Castle Island) about artificial intelligence, quantum computing, and bitcoin development. Alex and Nic discuss rapidly improving AI models, governments’ likely safety and regulatory responses, competition between frontier labs and open source models, and how markets will evolve due to AI advancement. Alex and Nic also discuss the announcement of the Bitcoin Security Consortium and Bitcoin’s need to address quantum computing. 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.