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.
15episodes
Episodes
Newest firstAll episodes
Solana's Revival and Ethereum's Talent Problem
2w ago00:59:06Tap 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
3w ago00:43:30Tap 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
4w ago00:54:42Tap 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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Saylor Sells as Perps Come to America
Jun 200:45:47Tap to summarizeIn this week's episode of Galaxy Grid, the hosts unpack a starkly divided cryptocurrency market where major assets are lagging while selective altcoins reach new highs. The crew breaks down the market's reaction to Michael Saylor and Strategy, moving 411 Bitcoin to Coinbase and executing a test sale of 32 BTC for $2.5 million. They debate the timing of this shift, which follows a massive $12.5 billion net loss in Q1 and is intended to fund dividends on Strategy's newly issued STRC preferred equity. On the regulatory side, the hosts analyze the CFTC's monumental approval of Kalshi's onshore Bitcoin perpetuals, which introduces legal crypto perps to the U.S. and opens a pathway for Deribit perps via Coinbase. Finally, the team looks at global market structure as they analyze Binance's new zero-commission traditional stock trading platform and the network health of the Sui blockchain following a series of major outages. 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...
Transcribe →A Different Kind of Alt Season and Ethereum’s Leadership Shift
Jun 100:43:53Tap to summarizeIn this week's episode of Galaxy Grid, the hosts analyze a shifting crypto landscape as Bitcoin dips below $80k and ETF outflows accelerate. The crew explores the concentrated outperformance of specific altcoins like Hyperliquid, Zcash, and Venice AI, debating whether this focus on AI and privacy narratives signals a maturing market or just a bear market rally. The discussion then turns to tokenomics, with the hosts critiquing the current trend of indiscriminate token buybacks in lieu of genuine value accrual. Finally, the team unpacks Ethereum's "spring of discontent," examining recent high-profile departures from the Ethereum Foundation and Vitalik Buterin's attempts to clarify the organization's role amidst ETH's ongoing underperformance. 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...
Transcribe →Washington Delivers Clarity as Hyperliquid Pushes Into IPO
May 1900:46:16Tap to summarizeIn this week's episode of Galaxy Grid, the hosts break down a massive week for crypto markets and U.S. policy. The crew unpacks Bitcoin's recent pullback amidst hot inflation data, contrasted by relentless accumulation from corporate heavyweights like MicroStrategy and Bitmine. On the regulatory front, Alex provides an inside look at the historic bipartisan advancement of the Clarity Act through the Senate Banking Committee, outlining the remaining hurdles before it can become law. Finally, the team explores the successful resolution of the Aave and KelpDAO exploit, alongside Hyperliquid's aggressive market expansion—highlighting their new SpaceX pre-IPO perpetuals and deepening ties with the Circle and Coinbase ecosystem. Participants, along with Galaxy Digital, hold a financial interest in Aave, Bitcoin (BTC), Hyperliquid, and Zcash (ZEC). Galaxy regularly engages in buying and selling BTC and ZEC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC and ZEC. 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. This episode was recorded on 5/16/26 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...
Transcribe →Strategy's Real ‘Strategy.’ Plus: Enter the Privacy/AI Trade
May 1200:39:19Tap to summarizeIn this week's episode of Galaxy Grid, the hosts break down a massive week across the crypto markets. The crew kicks off by analyzing Bitcoin's surge past $81k and the strategic shifts from major accumulators like MicroStrategy and Bitmine. They also dive into the evolution of Digital Asset Treasuries following Solstrategies' $18 million acquisition of Houdini Swap, before debating the rise of "Corpo chains" like Circle's newly valued ARC network. Finally, the team unpacks the explosive price action in privacy and AI tokens, highlighting Zcash and Venice AI and reviews Zach's latest on-chain post-mortem of the Kelp DAO exploit's impact on Aave's highly leveraged looping markets. This episode was recorded on 5/11/26 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...
Transcribe →PumpFun Burns $370 Million, Hyperliquid Launches Prediction Markets, and the CLARITY Act Progresses
May 500:45:58Tap to summarizeThis week on Galaxy Grid, the hosts break down a massive week in crypto, starting with Bitcoin surging past the $80k mark amidst ongoing geopolitical tensions in the Strait of Hormuz. Alex shares boots-on-the-ground insights from the Bitcoin Vegas conference, including the latest debates surrounding quantum threats and Satoshi's legacy coins. The crew then analyzes Pump.fun's dramatic decision to burn $370 million of its token supply and pivot to a 50% programmatic buy-and-burn model, sparking a wider debate on the effectiveness of token buybacks. Next, they explore Hyperliquid's launch of HIP-4 outcome markets and how the platform is challenging Deribit in the zero-DTE options space. Finally, the team dissects the bizarre temporary restraining order targeting the Arbitrum DAO over recovered exploit funds and provides an optimistic timeline for the Clarity Act's upcoming Senate markup. This episode was recorded on 4/5/26 Participants, along with Galaxy, hold a financial interest in Hyperliquid and Pump.fun (PUMP). Galaxy regularly engages in buying and selling PUMP, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in PUMP. 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 PUMP, 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. 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...
Transcribe →Aave Relief Fund, Hyperliquid's New Market Structure, and MegaETH TGE w/ Karim from 1kx
Apr 2800:45:05Tap to summarizeIn this episode of Galaxy Grid, the hosts are joined by 1kx Head of Trading, Karim Helmi to discuss a cautiously optimistic market buoyed by MicroStrategy's relentless Bitcoin accumulation. The crew dives deep into the aftermath of the recent Aave and rsETH exploit, debating the long-term consequences of the community-funded "DeFi United" bailout and the systemic risks of highly leveraged restaking loops. Next, they analyze a recent 33-block reorg exploit on Litecoin's MimbleWimble upgrade, highlighting the growing security vulnerabilities of legacy Proof-of-Work networks. Finally, the team breaks down Hyperliquid's pivot to priority fees and shares skeptical takes on MegaETH's upcoming token launch and single-sequencer L2 model. This episode was recorded on 4/27/26 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...
Transcribe →KelpDAO exploit submerges Aave
Apr 2100:45:35Tap to summarizeIn this episode of Galaxy Grid, the hosts unpack the massive $292 million rsETH hack tied to the LayerZero bridge and North Korean actors, which severely disrupted DeFi lending protocols like Aave. The crew then pivots to discuss X's (formerly Twitter) new "smart cashtags" feature that integrates live price charts and trading capabilities directly into the timeline. Later, Alex shares on-the-ground insights from his recent trip to Washington, D.C., assessing the 50/50 odds of the Clarity Act passing this year in the shadow of recent crypto exploits. Finally, the team debates Bitcoin Improvement Proposal 361 (BIP-361), a controversial roadmap for handling quantum-vulnerable legacy wallets, including Satoshi Nakamoto's original coins. This episode was recorded on 4/20/26 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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