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. Oct 27

    Why Now is the Time to Add and Hold BTC, Anthropic’s S-1, and Solana’s Alpenglow

    In this episode of Galaxy Grid, the hosts unpack a dynamic week for digital assets as Bitcoin clings to the $80K level amid wild swings in ETF flows and mounting macro anxiety. Alex Thorn details his latest research report, explaining why technicals, positioning, and fundamentals show now is a historically strong time to buy and hold Bitcoin. The conversation then shifts to the recent Anthropic S1 filing, analyzing their explosive revenue growth, significant convertible note revaluations, and the unprecedented existential risk disclosures in the prospectus. Thaddeus Pinakiewicz breaks down the sudden surge in AI-driven cybersecurity threats, specifically discussing the severe PHP vulnerabilities discovered by commercial models and the immediate need for agentic defense systems. Finally, the crew examines Solana’s new Alpenglow update, debating its impact on transaction finality, network consensus, and the chain’s pivot toward capturing institutional TradFi volume beyond meme coins. 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...

  2. Oct 14

    Galaxy Grid Turns One: Can AI Break Cryptography and PaperTrade Launch

    In the one-year anniversary episode of Galaxy Grid, the hosts unpack a turbulent week for digital assets as Bitcoin posts its first red weekly close since September amid heavy ETF outflows. The panel breaks down the market's sudden wall of worry, analyzing whether OpenAI’s latest algorithmic math breakthroughs pose a legitimate existential threat to foundational cryptography, alongside the fallout from a third-party Ledger supply chain attack. The discussion then shifts to onchain market structure with a look at Paper Trade, a newly launched zero-slippage, 1000x leverage perps protocol on Hyper EVM, and how traders immediately exploited its underlying mechanics. Finally, Thad and Will present their latest quantitative research, detailing why broad-based tokenized stocks severely underperform in automated market makers (AMMs) and breaking down the harsh reality of retail profitability and algorithmic edge on Polymarket. 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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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.

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