will, owens
@owenswill14
observer of markets // research @galaxyhq @glxyresearch // prev @UTXOmgmt // disclaimer: http://hubs.li/Qo22Cvpy0
drinking thai coffee and building software while listening to pi’erre bourne in nyc is a top 1 activity
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…
Why are bitcoin treasury companies trading at significant premiums to their BTC net asset values (NAVs)? The key driver: access to leverage through public capital markets. These companies can raise debt and equity to buy more $BTC, effectively turning them into high-beta BTC…
new @glxyresearch piece on HyperEVM @Uptodatenow and I break down why you should probably be paying attention galaxy.com/insights/resea…
“yeah bro, I’m waiting until bitcoin crashes to 30k before I buy some. It’s way too expensive right now.”
New piece w/ @owenswill14 on HyperEVM Lots of early promise in terms of developer interest and user activity Corewriter release a major unlock, now teams need to deploy genuinely unique products only possible on HyperEVM galaxy.com/insights/resea…
As Autoglyphs exist as Generative Onchain sand mandalas, Alci finds itself as the sand mandala of Machine Intelligence and 3D Form. Constrained to a set of parameters, infinite patterns emerge. Mint today at [alci000.xyz]
why are bitcoin treasury companies trading at such high premiums to NAV? “The optionality that has made these equities so attractive in a bull market could quickly become a liability in a bearish one.” -@owenswill14 in our new report
"The optionality that has made these equities so attractive in a bull market could quickly become a liability in a bearish one," writes @owenswill14 for @glxyresearch Link in replies. $BTC #Bitcoin
my close friend launched @0000ALCI the first ever tokenized art collection on the BittensorEVM and it's amazing I minted #20 "socks" mint yours today alci000.xyz
People ask me if the Nakamoto strategy will work. It’s the same strategy we’ve deployed @UTXOmgmt for a year and it’s the best performing fund in world. So you tell me
