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. 6D AGO

    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...

    46 min

  2. MAY 12

    Strategy's Real ‘Strategy.’ Plus: Enter the Privacy/AI Trade

    In 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...

    39 min

  3. MAY 5

    PumpFun Burns $370 Million, Hyperliquid Launches Prediction Markets, and the CLARITY Act Progresses

    This 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...

    46 min

  4. APR 28

    Aave Relief Fund, Hyperliquid's New Market Structure, and MegaETH TGE w/ Karim from 1kx

    In 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...

    45 min

  5. APR 21

    KelpDAO exploit submerges Aave

    In 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...

    46 min

  6. APR 14

    Bitcoin in Hormuz, Anthropic's Mythos, and Aave Risk Manager Walks

    In this episode of Galaxy Grid , the hosts break down three major news stories. The team first analyzes rumors that Iran is demanding Bitcoin for tanker passage through the Strait of Hormuz, questioning the logistical feasibility of these reports. Next, they examine Anthropic's restricted release of "Mythos," a powerful new AI model capable of autonomously finding and exploiting software vulnerabilities. Finally, they unpack the governance "doom spiral" at Aave following the departure of Chaos Labs , debating the protocol's ongoing metamorphosis and the phased rollout of its V4 system This episode was recorded on 4/13/26 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...

    52 min

  7. APR 7

    DPRK Spies, Quantum Risk, and the 401(k) Play

    In this episode of Galaxy Grid, the hosts unpack a volatile first quarter for crypto markets before diving into the shocking $285 million exploit of Solana's Drift Protocol, which was orchestrated through a sophisticated, months-long social engineering attack by suspected DPRK actors. The crew also explores the looming threat of "Q-Day," discussing recent research that suggests quantum computers could break blockchain cryptography sooner than expected and how developers are preparing their defenses. Finally, they break down a new Department of Labor proposal that provides a safe harbor framework for fiduciaries, potentially opening the floodgates for trillions in 401(k) retirement assets to flow into the crypto space. This episode was recorded on 4/6/26 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...

    46 min

  8. MAR 31

    Polymarket's Fees Era Begins, Aave/Tether Integrate the Creator Economy

    In this episode of GLXY Grid, the hosts break down a volatile week in macro markets and unpack Polymarket’s highly anticipated decision to finally turn on its fee switch. The crew dives deep into Balancer Labs' graceful exit and the sunsetting of its VE tokenomics, signaling a potential shift for OG DeFi structures. Finally, they explore the ultimate "DeFi mullet" as Web2 creator platform WAP integrates with Aave and Tether to offer its 18 million users seamless on-chain yield, and share what they are watching in the week ahead, from the Aave V4 launch to Morgan Stanley’s aggressive new spot Bitcoin ETF filing. This episode was recorded on 3/31/26 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...

    46 min
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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
    2K
  • Episodes
    30