Podcast · 63 episodes
Galaxy Brains
by Galaxy Digital Research · English
Welcome to Galaxy Brains, hosted by Alex Thorn, Head of Research at Galaxy. Our weekly podcast provides insights and analysis on trends and events across the cryptocurrency ecosystem. Each week Alex will be joined by members of the research team to discuss the latest developments on all things crypto and blockchain technology.
Latest episodes
Bitcoin Consolidates While Rates Rise with Beimnet AbebeBitcoin consolidates after a ~30% run in 30 days (mid-80K range), while U.S. rates jump and flash warning signals for risk assets; discussion also covers U.S.24 Sep 2026 · 22 min
Is the Clarity Act Dead? with Tyler WilliamsThe Senate failed to advance the “Clarity Act” (motion to proceed/cloture) and what that means for U.S. crypto policy; plus a market segment on the Fed hike and implications for crypto/Bitcoin.17 Sep 2026 · 51 min
Onchain Finance Is Growing with Zack PokornyOnchain finance growth—covering (1) Treasury long-end bond buybacks and “debasement”/QE-like effects on Bitcoin, gold, and rates; (2) Galaxy’s Q2 centralized lending report; (3) social trading’s move…10 Sep 2026 · 48 min
All episodes
Bitcoin Consolidates While Rates Rise with Beimnet AbebeBitcoin consolidates after a ~30% run in 30 days (mid-80K range), while U.S. rates jump and flash warning signals for risk assets; discussion also covers U.S.24 Sep 2026 · 22 min · 9 chapters
Is the Clarity Act Dead? with Tyler WilliamsThe Senate failed to advance the “Clarity Act” (motion to proceed/cloture) and what that means for U.S. crypto policy; plus a market segment on the Fed hike and implications for crypto/Bitcoin.17 Sep 2026 · 51 min · 20 chapters
Onchain Finance Is Growing with Zack PokornyOnchain finance growth—covering (1) Treasury long-end bond buybacks and “debasement”/QE-like effects on Bitcoin, gold, and rates; (2) Galaxy’s Q2 centralized lending report; (3) social trading’s move…10 Sep 2026 · 48 min · 18 chapters
Crypto Market Cycles with Dan MatuszewskiDan Matuszewski (CMS Holdings) discusses crypto market cycles, whether Bitcoin has bottomed, “L1 wars,” stock tokens on-chain and RWA, Robinhood Chain’s impact, Hyperliquid’s potential US compliance…3 Sep 2026 · 1 h 3 min · 27 chapters
Building Corporations Onchain with Gabriel ShapiroBuilding “on-chain corporations” (cybernetic orgs/borgs) and how to issue and govern equity-like rights on blockchains, including tokenized securities (pointer vs constitutive/native) and how…27 Aug 2026 · 1 h 25 min · 39 chapters
Bitcoin Rips as Dollar Dips with Beimnet AbebeMacro-driven “hard asset rally” on Aug 19 as Bitcoin jumps ~6.5% toward ~$69K, alongside gold (+~3.7%), silver, and oil, while the dollar weakens.20 Aug 2026 · 25 min · 11 chapters
The Red Team Defending Bitcoin with Rob HamiltonRob Hamilton explains the “Bitcoin Red Team” response to the Coldcard vulnerability, describing how they scan and help patch vulnerabilities across Bitcoin codebases (about 500–600 repos), plus the…13 Aug 2026 · 42 min · 15 chapters
The State of CLARITY Act with Natalia LiThe “Clarity Act” status in the U.S. Senate, why a vote hasn’t been scheduled yet, what procedural steps are needed (cloture/motion to proceed), and the remaining key negotiation issue (ethics…6 Aug 2026 · 37 min · 12 chapters
Datacenter Expansion and Strategy with Simrit DhinsaGalaxy’s data center expansion strategy (Helios phases, ERCOT power approvals, West Texas siting) and how AI model regulation/open source affects AI demand and data center capex.30 Jul 2026 · 28 min · 12 chapters
Can Bitcoin Survive AI & Quantum? with Nic CarterThe episode focuses on whether Bitcoin can “survive” AI and quantum, and how AI model safety, alignment, cybersecurity, and regulation are evolving.23 Jul 2026 · 1 h 24 min · 33 chapters
Compute Capital Markets with Lucas TcheyanGalaxy Brains discusses (1) macro market repricing after soft CPI/PPI and (2) Bitcoin price durability around the 58–60K range, plus (3) Lucas Tcheyan’s report “Inference Capital Markets” on how AI…16 Jul 2026 · 43 min · 18 chapters
The State of Bitcoin with Alex ThornAlex Thorne’s “2026 July state of crypto/Bitcoin” covering whether Bitcoin has bottomed, MicroStrategy/Strategy’s capital strategy, “agents” for trading, and regulatory/market themes: Clarity Act…2 Jul 2026 · 36 min · 13 chapters
Predicting the Future with Gil WassermannGalaxy Brains interviews Gil Wassermann (head of Prediction Markets at Galaxy) about standing up Galaxy’s new prediction markets desk, a recent $10M OTC prediction-market trade with ARCA tied to the…25 Jun 2026 · 45 min · 23 chapters
CZ on the Future of CryptoCZ (Binance founder) discusses the Bitcoin market cycle, TradFi/crypto convergence, decentralization vs centralization, crypto derivatives and regulation (including CME/CFTC perps), Hyperliquid’s…18 Jun 2026 · 1 h 5 min · 25 chapters
AI Eats Wall Street Research with Anthony PomplianoMarket pullback and macro drivers (inflation/CPI, Iran-Israel risk, Fed expectations) alongside the “AI trade” cooling; then Anthony Pompliano’s thesis on crypto/TradFi convergence and ProCap’s AI…11 Jun 2026 · 34 min · 16 chapters
Bitcoin Bear Market vs. Blockchain Bull Market with Beimnet Abebe & James SeyffartBitcoin bear-market outlook and “when to get excited,” plus how institutions are turning crypto into mainstream products (Bitcoin ETFs, niche sector ETFs like prediction markets, and tokenization).4 Jun 2026 · 44 min · 14 chapters
MIAMI TAPES: Yat Siu (Animoca Brands)Yat Siu (Animoca Brands) discusses AI agents driving decentralization, “social relational” agent design, and why agent commerce needs crypto (wallets, microtransactions, finality).3 Jun 2026 · 29 min · 16 chapters
Operation Chokepoint 2.0 and the Future of Banking with Scott ShayOperation Chokepoint 2.0 and the future of banking, using Scott Shay’s experience at Signature Bank and his new Wyoming bank, Next (N3XT), plus a brief market segment on Bitcoin and crypto regulation…28 May 2026 · 1 h 2 min · 24 chapters
MIAMI TAPES: Blue Macellari (T-Rowe Price)Blue Macellari (T. Rowe Price) discusses institutional crypto adoption, regulatory shifts post-FTX, tokenization, and T.26 May 2026 · 36 min · 20 chapters
Anchorage and the Charter Wars with Nathan McCauleyInstitutional crypto adoption and U.S. crypto banking regulation, centered on Anchorage’s OCC national bank charter and the pending Clarity Act.21 May 2026 · 50 min · 24 chapters
MIAMI TAPES: Johann Kerbrat (Robinhood)Johan Kerbrat, head of crypto at Robinhood, discusses crypto’s role in Robinhood’s “financial super app,” stablecoin settlement, tokenized securities, and how Robinhood is building compliance-aware…19 May 2026 · 21 min · 14 chapters
Bitcoin Debates Spam & Quantum with Matt CoralloA Galaxy Brains interview with Matt Corallo (Spiral/Lightning) on (1) a Bitcoin Core governance controversy over spam/data relaying, including NOTS nodes and BIP-110’s proposed temporary soft-fork…14 May 2026 · 1 h 15 min · 30 chapters
Crypto is Eating Finance with Arjun SethiCrypto’s “great convergence” with TradFi, focusing on Kraken/Payward’s regulated tokenization and payments strategy, plus market/macro views at Consensus Miami.7 May 2026 · 41 min · 18 chapters
Bitcoin Descends on Las Vegas w/ Alex ThornLive coverage from Bitcoin 2026 in Las Vegas (Venetian), plus a main-stage panel on “How real is the quantum threat?” and a market update segment.30 Apr 2026 · 24 min · 8 chapters