Galaxy Brains

Alex Thorn talks with Aubrey Strobel from Halcyon, a Communications and PR agency that focus on companies working in bitcoin, AI, and stablecoins, about all the Coinbase faux pas and other screw ups in crypto. Alex also talks with Beimnet Abebe (Galaxy Trading, about markets, employment, the Fed, and the national debt. This episode was recorded on Wednesday, August 6, 2025. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

Udi Wertheimer, a bitcoin enthusiast and customer support intern at Taproot Wizards, shares his insights on the current bullish market and predictions for Bitcoin's price. He discusses the implications of treasury companies and market dynamics influenced by retail investors. Joining him, Beimnet Abebe from Galaxy Trading dives into the effects of the FOMC meeting on crypto markets, highlighting the relationship between Fed decisions and valuation shifts. Together, they tackle the evolving landscape of Bitcoin, including governance debates and the impact of advancements in digital assets.

In this episode of Galaxy Brains, Alex Thorn sits down with Nic Carter, General Partner at Castle Island Ventures, for a wide-ranging conversation on the rise of crypto data companies, the future of stablecoins and their implications for the U.S. banking system, and whether artificial intelligence will erode critical thinking skills. They also explore the mounting energy demands of AI, potential disruptions to labor and industry, and what lies ahead in a rapidly evolving tech landscape. This episode was recorded on Wednesday, July 23, 2025. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

Alex Leishman, Founder and CEO of River, dives into the world of Bitcoin-only brokerage. He discusses why small businesses are turning to Bitcoin, the significance of Proof of Reserves, and the evolving role of stablecoins in transactions. Insights on institutional growth and the integration of Bitcoin into treasury strategies highlight River's impressive client success. Leishman also explores the impact of the Lightning Network and the security challenges posed by quantum computing, painting an ambitious picture of Bitcoin's future.

Jason Urban, Global Head of Trading at Galaxy, shares his expertise in the rise of crypto treasury companies and the significant interest from institutions. He discusses the unique aspects of these firms compared to traditional players and highlights the role of decentralized finance in driving market changes. Michael Harvey, Head of Franchise Trading, joins to analyze current market dynamics, emphasizing a 'Goldilocks' economic environment and its implications for trading strategies amidst rising equities and macroeconomic shifts.

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.

In this episode of Galaxy Brains, Alex Thorn records live from Washington, D.C., where he’s attending the third annual Bitcoin Policy Summit, hosted by the Bitcoin Policy Institute (BPI). He welcomes BPI Executive Director Matthew Pines to discuss the growth of the summit, Bitcoin’s evolving role in U.S. policy conversations, and key legislative efforts like the Blockchain Regulatory Certainty Act. They explore how Bitcoin intersects with national strategy, energy policy, and emerging technologies like AI, and why BPI is opening a “Bitcoin embassy” in the heart of D.C.   Plus, Beimnet Abebe (Galaxy Trading) joins to break down a volatile week in markets. This episode was recorded on Wednesday, June 25, 2025. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, 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 ⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

Alex Thorn talks to Austin Campbell, NYU professor and founder of Zero Knowledge Consulting, about the passage of the GENIUS Act, prospects for market structure in the House, and what a tie-up between crypto and traditional finance means for both. Alex also talks to Beimnet Abebe (Galaxy Trading) about the Federal Reserve’s latest FOMC meeting, geopolitical risks affecting the market, and what the risk of stagflation means for markets. This episode was recorded on Wednesday, June 18, 2025. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, 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 ⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

Peter McCormack, chairman of Real Bedford FC and former host of The Peter McCormack Show, shares his journey post-cryptocurrency. He discusses rebuilding Bedford amidst economic challenges and debates Bitcoin's potential role in local governance. Beimnet Abebe from Galaxy Trading provides insights on inflation and the interest rate landscape, exploring how these factors affect consumer behavior and markets. The conversation also touches on libel lawsuits in the crypto space, emphasizing the balance between free speech and accountability.

Alex Thorn talks with Sam Abbassi, founder of Bitcoin Proof of Reserves company Hoseki, about Michael Saylor’s comments on proof of reserve, the strategic bitcoin reserve, and bitcoin’s auditability. Alex also talks with Beimnet Abebe about economic data, inflation, the Federal Reserve, and markets. This episode was recorded on Wednesday, June 4, 2025. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠ to learn more! This podcast, 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 ⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/