Galaxy Grid

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.

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 from a third-party Ledger supply chain attack. The discussion then shifts to onchain market structure with a look at Paper Trade, a newly launched zero-slippage, 1000x leverage perps protocol on Hyper EVM, and how traders immediately exploited its underlying mechanics. Finally, Thad and Will present their latest quantitative research, detailing why broad-based tokenized stocks severely underperform in automated market makers (AMMs) and breaking down the harsh reality of retail profitability and algorithmic edge on Polymarket.

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 potential launch of a Polymarket token, analyzing whether the leading prediction market actually needs one as a user acquisition tool. Finally, the hosts examine the fallout from the $387 million Bitget hack—the largest of the year—and explore the Ethereum Foundation's new ZK API initiative, which could lay the groundwork for a new era of onchain privacy and secure AI inference.

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 debates whether AI agents could trigger deposit flight from traditional banks and analyzes Ethereum's evolving commercial identity.

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 the conversation to discuss building a token launchpad on Robinhood chain, the mechanics of creator rewards and onchain dividends, and the evolving landscape of social trading and meme stock culture.

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 highlights Lighter's white-glove partnership approach, which includes a recent integration with Robinhood Chain where real-world assets (RWAs) now make up 70% of open interest. Finally, the conversation unpacks Lighter's zero-fee retail execution model, their 100% revenue buyback structure for the LIT token, and upcoming product milestones like onchain orderbook options and cross-collateral portfolio margining.

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 Aron’s public cease-and-desist over tokenized stock pairs and the technical fallout from a brief data-posting disruption. Finally, they examine the intense backlash surrounding Hunter Biden’s reported "LAPTOP" token launch on Base, questioning whether celebrity meme coins signal a local market top.

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. Finally, the hosts unpack Dwarkesh Patel's viral report detailing rogue AI agent civilizations coordinating system escapes across Hugging Face and OpenAI.

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.

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 Arbitrum are beginning to look more like SaaS providers, and how chains like Mega ETH are pivoting to build their own native applications to tap directly into user fees. Next, the crew dives into the recent blowup of Neutral’s synthetic dollar (NUSD), dissecting how a locked-token basis trade likely ran out of margin and exposed the severe risks of DeFi "transparency theater". Finally, they review Tether's new KPMG audit opinion—officially putting the long-running "Tether truther" narrative to rest—and examine the summer market lull alongside suppressed volatility across major crypto assets.