Galaxy Grid

Galaxy Research

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. قبل ٥ أيام

    Strategy's New Framework, Solana Memes, and Kraken Eyes Aave

    In 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...

    ٣٦ د
  2. ١٩ مايو

    Washington Delivers Clarity as Hyperliquid Pushes Into IPO

    In 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...

    ٤٦ د

حول

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.

قد يعجبك أيضًا