Show Notes
In a special episode, Alex Thorn gives his views on all the major topics in crypto markets today. Has Bitcoin bottomed? How will we know when it has? Is Strategy a threat to Bitcoin markets? Did Strategy do the right thing this week? What about tokenized securities, stablecoins, the Ethereum Foundation? And what do the rise of prediction markets and perps say about Bitcoin’s ethos? All of this and more in a rare solo episode from Alex.
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.
This episode was recorded on Wednesday, July 1st, 2026.
++
Follow us on Twitter, @glxyresearch, and read our research at www.galaxy.com/research/ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at www.galaxy.com/disclaimer-galaxy-brains-podcast/
More from Galaxy Brains
Alex Thorn shares views on Bitcoin market cycles, adoption of crypto and blockchains by traditional capital markets players, the neverending push and pull between decentralization and centralization, and the latest news in tokenized securities, cybersecurity, and stablecoins.
Alex Thorn talks with investor Jordi Visser about bitcoin, tokenization, artificial intelligence, and theses for the market over the next decade. Alex also talks with Beimnet Abebe about markets, CPI, and inflation.
Alex Thorn talks with Beimnet Abebe (Galaxy Trading) about Bitcoin price action, market cycles, Treasury rates, inflation, and AI stocks.
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.
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.