Galaxy Grid

Galaxy Research
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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.

  1. 16 hr ago

    The Bull Market Is Back? New Onchain Metas & the GTA VI Hack

    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. Next, they dive into the evolving onchain landscape, highlighting how the FOMO app is solving crypto's UX problem with Apple Pay onboarding and true chain abstraction, while Robinhood Chain pioneers new meme-coin-to-equity AMM models. Finally, the hosts unpack the wild story of "CyberLeak"—a hacker group utilizing a cypherpunk stack of Solana meme coins, Monero, and Arweave permanent storage to leak Grand Theft Auto 6 assets and fund their operations. This episode was recorded on 8/24/26 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...#crypto #cryptocurrency #cryptonews #cryptotrading #bitcoin

  2. 18 Aug

    What is the Business Model of a Blockchain with Castle Labs

    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. 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...

  3. 11 Aug

    Being a Fundamental Investor in Crypto w/ Toe from Theia

    In 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...

  4. 4 Aug

    Inside the COLDCARD Entropy Failure w/ Alex Thorn

    In 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...

  5. 28 Jul

    SEC Vault Guidance, Institutional DeFi, and Bitcoin's Quantum Future

    Ethereum 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...

  6. 21 Jul

    Clarity Deadline Nears as Coinbase Repositions Base

    In 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...

  7. 14 Jul

    Robinhood Chain, Onchain Lending, and Bitcoin's BIP-110 Debate

    In 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...

  8. 7 Jul

    Robinhood's Big Crypto Push and the Next Memecoin Meta

    In 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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About

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.

Information

  • Creator
    Galaxy Research
  • Years Active
    2026
  • Episodes
    44

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