Galaxy Brains

Future of Blockchain Infrastructure with Zane Glauber and Harry Austin

Jul 3, 2025
Zane Glauber and Harry Austin from Galaxy's Blockchain Infrastructure team delve into the intriguing trends shaping blockchain technology. They discuss the implications of recent SEC guidance on staking and the evolving landscape for institutional investors. Additionally, Beimnet Abebe analyzes the impact of Bitcoin's resurgence, emphasizing significant purchasing movements among treasury companies. The conversation highlights the transition from traditional finance to blockchain, showcasing the challenges and opportunities within this rapidly evolving field.
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INSIGHT

Macro Forces Support Markets

  • Strong fiscal and monetary policy are driving equity and crypto markets higher.
  • Dollar depreciation acts as a market release valve amid geopolitical tensions and increased money supply.
INSIGHT

SEC Affirms Staking Is Not Security

  • The SEC ruled that staking as a service is not considered a security, a major shift for institutional staking.
  • This clears regulatory hurdles, enabling institutions to deploy significant capital into staking activities.
INSIGHT

Staking Boosts ETF Capital Efficiency

  • ETF providers can optimize returns by staking assets and using instant liquidity products to manage liquidity mismatches.
  • This innovation may lead to total return ETFs that incorporate staking at increasing utilization ratios.
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