Podcast
Galaxy Grid
Hosted by Galaxy Research · EN
Every week, Galaxy Research unpacks the stories shaping crypto. From market moves to protocol updates to policy shifts, our team explains what happened, why it matters, and how it fits into the bigger picture.
22episodes
Episodes
Newest firstAll episodes
Being a Fundamental Investor in Crypto w/ Toe from Theia
6d ago00:57:49Tap to summarizeIn this episode of Galaxy Grid, the hosts are joined by Toe from Theia to discuss the widening gap between institutional crypto adoption and market apathy. Toe breaks down why traditional token models are broken, how compressed DeFi multiples are creating historic entry points for fundamental buyers, and how MetaDAO’s launchpad model is fixing high-FDV predatory unlocks with smart-contract investor protections. Next, the crew dives into the escalating social trading war between Pump.fun and FOMO, analyzing the mechanics behind 0-minute average hold times and mobile-first chain abstraction. Finally, they debate the controversial L1 issuance proposals, including Ethereum's EIP-8363 and Solana's SGP-002 disinflation vote and unpack why attempting to over-engineer network inflation creates friction for core DeFi builders. This episode was recorded on 8/10/26 Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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Inside the COLDCARD Entropy Failure w/ Alex Thorn
2w ago00:42:03Tap to summarizeIn this emergency episode of Galaxy Grid, we break down the massive CoinKite Coldcard hardware wallet exploit that has compromised over 1,500 BTC ($100M+) across multiple attack waves. Alex Thorn delivers an exclusive play-by-play tracing the silent March 2021 RNG firmware bug, while Will Owens details how he successfully baited an automated drainer bot and won an RBF fee race to rescue his funds. Finally, we examine how open-source AI models were used to operationalize the attack and what this breach means for the future of Bitcoin self-custody versus institutional ETFs. This episode was recorded on 8/3/26 Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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SEC Vault Guidance, Institutional DeFi, and Bitcoin's Quantum Future
3w ago00:38:10Tap to summarizeEthereum ETF flows just outpaced Bitcoin for the second time while ETH is up 20% on the month. The SEC just issued guidance on vaults and lending markets that could reshape how institutional capital enters DeFi. Major financial institutions have pooled resources to fund a Bitcoin quantum security initiative bringing TradFi directly into Bitcoin core development for the first time. And Robinhood Chain just hit 100 million transactions while pulling memecoin volume from Solana. Four of the most important stories in crypto this week all in one episode. Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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Clarity Deadline Nears as Coinbase Repositions Base
4w ago00:51:49Tap to summarizeIn this week's episode of Galaxy Grid, the hosts break down a ranging market as Bitcoin clears $65k and MicroStrategy executes a $263 million equity sale to build a $3.2 billion reserve, without buying new BTC. The crew also discusses ETH ETF inflows flipping Bitcoin's, the legislative limbo of the Clarity Act, and Base’s major pivot away from social crypto to focus on core trading. Finally, they analyze the $18 million Ostium protocol exploit, institutional TradFi momentum at the Hyperliquid Policy Summit, and the divisive BIP 110 Bitcoin soft fork proposal. Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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Robinhood Chain, Onchain Lending, and Bitcoin's BIP-110 Debate
Jul 1400:47:25Tap to summarizeIn this week's episode of Galaxy Grid, the hosts unpack a choppy market week as Bitcoin holds steady around $63.7k and Ethereum flashes slight outperformance while crypto ETF flows log their first positive week in nine weeks. The crew details MicroStrategy's massive $460 million equity sale to secure a $3 billion cash runway for extensive dividend coverage without offloading any corporate Bitcoin holdings. Turning on-chain, the team analyzes the sudden liquidity and volume rotation away from Solana into the newly launched Robinhood Layer-2 chain, highlighted by the explosive hundred-million-dollar surge of the "Cash Cat" token and FOMO’s native chain support expansion. Finally, the hosts break down the stagnant state of DeFi lending markets post-RSE exploit, analyze the cooling spot volumes on prediction platforms like Kalshi and Polymarket as a historic summer of sports trading winds down, and tackle the roaring internal Bitcoin governance debate surrounding the controversial BIP 110 spam-filtering soft fork proposal. Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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Robinhood's Big Crypto Push and the Next Memecoin Meta
Jul 700:40:08Tap to summarizeIn this week's episode of Galaxy Grid, the hosts unpack a volatile post-4th of July week as Bitcoin recaptures the $60k mark despite another unexpected move from Michael Saylor, who offloaded $215 million in BTC as part of MicroStrategy's ongoing Bitcoin monetization framework. The crew analyzes the latest on-chain mania, analyzing how the explosive growth of the "Ansem" KOL token obliterated volume records on the FOMO social trading app and sparked a wave of copycat derivatives on the BNB Chain. Turning to major retail news, the team evaluates Robinhood's massive "The World Is Flat" London showcase, detailing the launch of the Robinhood Chain layer-2 network, direct 24/7 tokenized stock trading, and its strategic perps integration with Lighter. Finally, they tackle the token-vs-equity debate surrounding Venice AI's staggering $100 billion valuation and the unique mechanics of its VVV and Diem compute asset design. Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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Strategy's New Framework, Solana Memes, and Kraken Eyes Aave
Jun 3000:35:48Tap to summarizeIn this week's episode of Galaxy Grid, the hosts dive into a high-stakes week as Bitcoin registers its first weekly close below $60k since late 2024 amidst macro friction and persistent market overhang. The crew deconstructs MicroStrategy’s newly unveiled digital credit capital framework, analyzing the inner workings of its multi-billion-dollar Bitcoin monetization programs, preferred share repurchases, and shifting corporate dividend policies. Turning to on-chain ecosystems, the team examines the historic seven-week negative streak for major crypto assets that sharply contrasts with record-breaking inflows for emerging altcoin ETFs. The hosts also evaluate the sudden explosion of the "Ansem" KOL meme token, debating whether hyper-speculative assets are cannibalizing Solana's milestone tokenized equity volumes. Finally, they dissect Kraken's rumored multi-million-dollar equity acquisition in Aave Group, explore the deep structural tensions brewing between DAOs and corporate service providers amid the ENS governance overhaul, and discuss the emergence of "ETH Labs" as commercial entities step in to fund the future of the Ethereum roadmap. Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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Solana's Revival and Ethereum's Talent Problem
Jun 2300:59:06Tap to summarizeIn this week's episode of Galaxy Grid, the hosts break down a range-bound crypto market as Michael Saylor shores up corporate cash buffers and the New York Stock Exchange's parent company aligns with OKX on tokenized securities. The crew explores Solana's technical renaissance, evaluating upcoming consensus upgrades and fee burn proposals designed to spark an on-chain comeback. Shifting to Ethereum, the hosts analyze the funding debates following the sudden departure of the Ethereum Foundation's co-executive director, alongside a sophisticated $15 million logic exploit that drained the ecosystem's most notorious MEV bot, Jared from Subway. Finally, the team exposes the marketing and ethical controversies surrounding Polymarket's fake trade allegations before evaluating the FOMO app's massive $75 million raise to scale social perpetuals trading. Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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Anthropic Pulls the Plug on Fable and SpaceX Goes Onchain
Jun 1600:43:30Tap to summarizeIn this week's episode of Galaxy Grid, the hosts unpack a pivotal week as an unexpected U.S.-Iran peace deal sparks a robust rally across major digital assets. The discussion kicks off with Michael Saylor executing another $100 million Bitcoin acquisition, alongside an on-chain overview of stablecoin liquidity flowing back into Aave and Spark's sticky post-exploit growth. Shifting to the AI frontier, the hosts analyze a massive regulatory roadblock after the U.S. government issued an export control restricting access to Anthropic's new Fable 5 model, cataloging the immediate price surge it triggered across decentralized AI protocols. Finally, the hosts wrap up by examining the historic SpaceX Nasdaq IPO and the resulting lockup friction for on-chain pre-stocks, before debating the real-world utility of Pump.fun's controversial new "Go" bounty platform. This episode was recorded on 6/15/26 Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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Saylor Reloads, Zcash's Vulnerability, and Polymarket's Oracle Problem
Jun 900:54:42Tap to summarizeIn this week's episode of Galaxy Grid, the hosts analyze a high-stakes week as Michael Saylor and Strategy pivot from their previous test sale to buy an additional 1,550 Bitcoin. The crew dissects the escalating tensions among different tiers of corporate shareholders before analyzing Tom Lee’s launch of a new yield-bearing preferred equity vehicle for Ethereum. Shifting to policy and tech, the hosts discuss the shrinking legislative timeline for the Clarity Act and evaluate a critical counterfeiting vulnerability discovered in Zcash's primary shielded pool using AI-driven code reviews. Finally, the hosts wrap up by breaking down the massive user backlash over Polymarket’s controversial resolution metrics and the structural vulnerabilities plaguing the UMA oracle system. This episode was recorded on 6/8/26 Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, 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 https://www.galaxy.com/galaxy-digital...
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