2026 is a Year for Building with Mike Novogratz

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Dec 24, 2025

Mike Novogratz, Founder and CEO of Galaxy, shares his insights on the future of bitcoin and crypto markets. He predicts a significant year in 2026 for tokenized assets and real-world applications. The discussion includes how AI will reshape the labor market and influence monetary policy. Novogratz emphasizes the need for a robust infrastructure in crypto, the importance of decentralization versus traditional finance, and the impact of technology on wealth concentration. He also highlights opportunities in emerging markets and the potential for broad access to private equity through tokenization.

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INSIGHT

Dovish Fed From AI Job Risk

Mike Novogratz expects the Fed to become dovish and cut rates more than markets expect, which could inject liquidity into markets.
He sees AI-driven job worries as a political force that will push the Fed toward easier policy and more liquidity.

INSIGHT

Tokenized Equities Take Root

2026 will be the year crypto moves from pure crypto use cases to tokenizing real-world assets and equities.
Novogratz expects tokenized equities to become real and reach global retail buyers outside the U.S.

ADVICE

Focus On Growing Client Wealth

Build products that increase user wealth, not just enable trading.
Give clients advice on what, when, and how to buy so their wallets grow year-over-year.

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Alex Thorn talks to Galaxy CEO and Founder Mike Novogratz about 2026 predictions for bitcoin, crypto, and artificial intelligence. Mike offers his views on macro, crypto markets, tokenization and real-world assets, monetary policy, and the impact of artificial intelligence on labor markets. This episode was recorded on Wednesday, December 17, 2025.

Participants, along with Galaxy, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling Bitcoin (BTC), including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in Bitcoin (BTC). 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, 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 in its Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, filed with the SEC on November 10, 2025, available at www.sec.gov.