Alex Thorn
@intangiblecoins
Head of Firmwide Research $GLXY @galaxyhq @glxyresearch 🎙️http://galaxybrains.io Prev VC @Fidelity Pals @pubkey_nyc @bitcoinpark_ @VibeCapitalMgmt disclaim http://t.ly/naQP4
HISTORY IS LONGER THAN YOU THINK the status quo, the establishment, the entrenched interests — they want you to believe history is complete. but revolutions happen, and they happen more often than you think. watch my 5min pump up speech from today’s bitcoin policy summit
some still argue that IF bitcoin is digital gold, it can’t be *that* valuable *surely* it must do something more or that if it’s *only* gold then it has a small TAM, they say sirs.. gold is the most valuable asset in the world.. 5.5x the most valuable company. very big TAM

Why are more companies putting $BTC on their balance sheets? How does @River think about stablecoin rails, proof of reserves, and quantum risk? @intangiblecoins sits down with @Leishman to explore it all. Galaxy Brains EP 172🎧👇
after the GENIUS Act is fully implemented, i’ll rather own a stablecoin than a bank deposit, regardless of issuer & regardless of bank regulated stables will be safer than bank deposits; more sovereign to hold; easier, faster & cheaper to use and send bitcoin still no. 1 tho 😉
China has stopped buying U.S. debt. The dollar system is cracking. This isn’t just an economic shift. It’s the end of the old world order. Here's what comes next. ft.com/content/894c1c…
China has stopped buying U.S. debt. The dollar system is cracking. This isn’t just an economic shift. It’s the end of the old world order. Here's what comes next. ft.com/content/894c1c…
Galaxy Research has been cooking 🧑🍳 Reports from just the last 3 weeks (links in next post): - SEC’s ‘Crypto Week’ Delivers - PUMP ICO shows power of onchain infra - Ethereum Treasury Company overview - Hyperliquid L1 data shows early growth - SEC criticizes tokenized security…
if the UK sells their coins, they’ll regret it like germany did the problems are structural. the UK must fix its fiscal & monetary policies to survive long term selling whatever isn’t tied down to avoid big problems and continue the grift is the last gasp of collapsing empires

Galaxy Digital Sees Demand Surge as U.S. Passes First Major Crypto Bill on.wsj.com/4eWmT2p