Alex Thorn

This week, Alex Thorn, Head of Research at Galaxy Digital, dives into the turbulent state of crypto markets. He unpacks the reasons behind the recent downturn, highlighting economic instability and a historic $1.5 billion hack at Bybit. Surprisingly, there's good news too! The SEC is easing off lawsuits against key players like Coinbase and Uniswap, hinting at a regulatory shift. Alex emphasizes the urgent need for better security measures in crypto, as the industry grapples with both challenges and opportunities.

Alex Thorn, Head of Research at Galaxy Digital, dives into the whirlwind of crypto discussions surrounding the inauguration. He provides insider insights from the Crypto Ball and elaborates on the implications of Ross Ulbricht's presidential pardon for Bitcoin's history. Thorn also reveals the buzz about a new meme coin linked to Trump, highlighting shifting sentiments in the crypto community. The conversation wraps up with exciting updates on the SEC's pro-crypto pivot and the evolving regulatory landscape, promising a brighter future for digital assets.

Alex Thorn, Head of Research at Galaxy Digital, shares valuable insights on recent market upheavals stemming from Trump's tariff announcement. He discusses its widespread effects on trade policies and investor sentiment. The podcast dives into Circle's intriguing IPO, revealing financial details that could reshape the crypto landscape, and explores CoreWeave's pivot from mining to AI. Thorn also touches on the growing significance of energy sources like nuclear power in supporting the future of AI development.

Alex Thorn, Head of Research at Galaxy Digital, provides sharp insights into how the recent Republican victories could reshape the crypto landscape. He discusses the explosive price action in cryptocurrencies and examines the potential for new legislation. A highlight is the role of Polymarket in election analysis, showcasing crypto's growing political influence. Thorn also delves into the implications of SEC actions and the need for clearer regulations, emphasizing the importance of crypto advocacy in a shifting political context.

Join Alex Thorn, Head of Research at Galaxy Digital, and Matt Hougan, CIO at Bitwise, as they dive into the intriguing world of Ethereum ETFs. They explore the predicted demand and inflows for these ETFs, offering analyses that suggest bullish potential. The conversation shifts to the evolving crypto market, examining how past Bitcoin ETF performances may influence Ethereum's trajectory. With insights on trading predictions and the role of retail investors, they balance optimism with realism, illuminating the future of cryptocurrency investing.

In this engaging discussion, Alex Thorn, Head of Research at Galaxy Digital and former Director of Blockchain Research at Fidelity, dives into the implications of a potential Bitcoin ETF. He explores the bullish and bearish cases, highlighting the expected influx of capital and its potential to reshape market dynamics. Alex also compares Bitcoin's market potential to gold and discusses the barriers traditional investors face. Intriguingly, he touches on the correlation between Bitcoin ETF approval timelines and price predictions.

Alex Thorn, Head of Research at Galaxy Digital, dives into the growing institutional adoption of Bitcoin and its implications for U.S. policy. He discusses the potential for a strategic Bitcoin reserve linked to sovereign wealth funds. The conversation highlights the complex relationship between politics and Bitcoin, especially during the Trump administration, and the challenges of navigating regulations from the SEC and CFTC. Thorn also examines the current crypto cycle, Bitcoin's dominance, and the intriguing intersection of Bitcoin mining and AI technology.

Discover how ETF inflows, long-term holders, and upcoming halving might drive Bitcoin's price above $100,000 by year-end. Alex Thorn shares insights on market value to realized value Z-score, impact of major financial institutions adopting Bitcoin ETFs, and speculations on altcoin season. Explore Bitcoin's recent surge, MVRV Z-score metric, and market comparisons with gold. Learn about legal cases in cryptocurrency, industry developments, NFT royalties, and exchange halts in the crypto space.

Alex Thorn, Head of Research at Galaxy, discusses the looming Mt. Gox repayments of 142,000 Bitcoin and why he believes only a small fraction will actually be sold. He points out how this could stabilize Bitcoin prices rather than destabilize them. Thorn also elaborates on the possible success of Ethereum ETFs and the uncertainty surrounding Solana ETF approval. He highlights Bitcoin Cash as a potential market wild card amidst these changes, painting a picture of a nuanced crypto landscape.

In this discussion, Alex Thorn, the Head of firmwide research at Galaxy, breaks down Bitcoin's recent price surge and the vital role of ETF inflows. He explores behaviors of long-term vs. short-term holders and reveals insights into the market value to realized value Z-score, vital for assessing Bitcoin's valuation. Alex discusses major banks like Merrill and Wells Fargo entering the Bitcoin ETF space and speculates about an upcoming 'altcoin season,' predicting Bitcoin could soar past $100,000 by year-end.