#  @glxyresearch Galaxy Research Galaxy Research posts on X about bitcoin, crypto, onchain, ethereum the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1130966748382072839/interactions)  - [--] Week [------] +202% - [--] Month [------] -81% - [--] Months [---------] +660% - [--] Year [---------] +406% ### Mentions: [--] [#](/creator/twitter::1130966748382072839/posts_active)  - [--] Month [--] -62% - [--] Months [---] +412% - [--] Year [---] +339% ### Followers: [------] [#](/creator/twitter::1130966748382072839/followers)  - [--] Week [------] +0.19% - [--] Month [------] +0.71% - [--] Months [------] +16% - [--] Year [------] +28% ### CreatorRank: [---------] [#](/creator/twitter::1130966748382072839/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [stocks](/list/stocks) [exchanges](/list/exchanges) [technology brands](/list/technology-brands) [countries](/list/countries) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [currencies](/list/currencies) [events](/list/events) **Social topic influence** [bitcoin](/topic/bitcoin), [crypto](/topic/crypto), [onchain](/topic/onchain) #794, [ethereum](/topic/ethereum), [solana](/topic/solana), [alltime](/topic/alltime), [defi](/topic/defi), [more than](/topic/more-than), [stablecoins](/topic/stablecoins), [in the](/topic/in-the) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [Litecoin (LTC)](/topic/litecoin) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Arbitrum (ARB)](/topic/$arb) [Shopify Inc (SHOP)](/topic/$shop) [Raydium (RAY)](/topic/raydium) [Zcash (ZEC)](/topic/zcash) [Coinbase Global Inc. (COIN)](/topic/coinbase) [World Liberty Financial (WLFI)](/topic/world-liberty-financial) [USDC (USDC)](/topic/usdc) [Dogecoin (DOGE)](/topic/dogecoin) ### Top Social Posts Top posts by engagements in the last [--] hours "We explore: - Why blockchains need to scale - Why many believe a layered approach is the superior scaling method - What the L2 ecosystem looks like today adoption and assessments of pros and cons for each design - Where competition among L2 solutions may go in the future" [X Link](https://x.com/glxyresearch/status/1438925332862672896) 2021-09-17T17:58Z 11.6K followers, [--] engagements "Like most things in the crypto ecosystem Layer [--] designs come with tradeoffs. @fullnodechuck breaks them down for us Read our report on Layer [--] networks to learn the state of these emerging scaling solutions" [X Link](https://x.com/glxyresearch/status/1443235542834065417) 2021-09-29T15:25Z 11.6K followers, [--] engagements "Yesterday @FATFNews released its long-awaited guidance for jurisdictions enacting rules for digital assets and service providers. In a new report @FullNodeChuck breaks down the guidance which is less scary than some expected though questions remain. https://docsend.com/view/25rcq9x6uspc9seb https://docsend.com/view/25rcq9x6uspc9seb" [X Link](https://x.com/glxyresearch/status/1454061384992440320) 2021-10-29T12:23Z 11.6K followers, [--] engagements "We don't have a name yet (one is coming soon). Suggest a name in the replies" [X Link](https://x.com/glxyresearch/status/1504854499231424515) 2022-03-18T16:17Z 16.1K followers, [--] engagements "The Litecoin network completed its third halving on Wednesday August [--] at block height #2520000" [X Link](https://x.com/glxyresearch/status/1687480390796050433) 2023-08-04T15:17Z 10.4K followers, [---] engagements "Halving events are scheduled reductions in block rewards that occur automatically on Litecoin every [------] blocks approximately [--] years. These events are modelled after Bitcoin halving events which similarly reduce issuance of coins by 50% every roughly [--] years" [X Link](https://x.com/glxyresearch/status/1687480494273789953) 2023-08-04T15:17Z 10.4K followers, [--] engagements "Due to the impact on coin supply halvings are major events for cryptocurrency traders that often spark increased trading activity and speculation. Halvings are also important events impacting the mining economics" [X Link](https://x.com/glxyresearch/status/1687480552599789568) 2023-08-04T15:17Z [----] followers, [--] engagements "Miners are the stakeholders of a proof-of-work blockchain who compete with computation to append new blocks and earn block issuance rewards. Post-halving Litecoin miners are earning 50% less in rewards" [X Link](https://x.com/glxyresearch/status/1687480590386278400) 2023-08-04T15:17Z 10.4K followers, [--] engagements "In lieu of increased revenue from transaction fees or a boost in LTC price several Litecoin miners may find it uneconomical to continue operating mining machines" [X Link](https://x.com/glxyresearch/status/1687480680219860992) 2023-08-04T15:17Z 10.4K followers, [--] engagements "A recurring question in both the Litecoin and Bitcoin communities is whether miner economics will continue to be sustainable over the course of several more halvings still to come" [X Link](https://x.com/glxyresearch/status/1687480719180759040) 2023-08-04T15:17Z 10.4K followers, [--] engagements "Join the best team in #Bitcoin mining for a webinar discussion of their incredible Galaxy Research mid-year mining report This Thursday Aug. [--] @ 1PM ET Register free for the webinar here π" [X Link](https://x.com/glxyresearch/status/1691107660459036672) 2023-08-14T15:21Z 10.4K followers, [----] engagements "Hear from experts like @bitcoinbeezy @GuerillaV2 @SimritDhinsa @samellkay on the state and future of the #Bitcoin mining industry as we approach 2H23 and even next years 4th halving" [X Link](https://x.com/glxyresearch/status/1691108366683418624) 2023-08-14T15:23Z 10.4K followers, [---] engagements "played a strong hand in driving Base TPS on August [--]. On this day the application was responsible for more than [------] transactions accounting for 38% of all Base activity" [X Link](https://x.com/glxyresearch/status/1695058899181662543) 2023-08-25T13:01Z 10.4K followers, [---] engagements "We wrote about @friendtech last week in our newsletter" [X Link](https://x.com/glxyresearch/status/1695058905653502077) 2023-08-25T13:01Z 10.4K followers, [---] engagements "Since February [----] monthly NFT trading volumes declined for [--] consecutive months. August [----] was the worst month for NFTs this year generating $306mn in volume down 263% from this year's all-time high of $1.1bn in February 2023" [X Link](https://x.com/glxyresearch/status/1700147850645000662) 2023-09-08T14:03Z 10.4K followers, [----] engagements "Despite the unfavorable market conditions for NFTs in [----] Ordinals accounted for 32% of all NFT volume in May" [X Link](https://x.com/glxyresearch/status/1700147854201774318) 2023-09-08T14:03Z 10.4K followers, [--] engagements "In [----] Bitcoin managed to accumulate the third highest NFT volume at $528mn. Even when excluding BRC-20's from Bitcoins total Ordinal volume Bitcoin remains as the third most popular chain for NFT activity" [X Link](https://x.com/glxyresearch/status/1700147861688590676) 2023-09-08T14:03Z 10.4K followers, [---] engagements "To learn more about the Ordinals ecosystem check out this Galaxy Research report:" [X Link](https://x.com/glxyresearch/status/1700147865161547911) 2023-09-08T14:03Z 10.4K followers, [---] engagements "@CBOE @SECGov There are [--] outstanding spot BTC ETF products also under review by the SEC as of September [--] [----]. The final deadline for the approval of most of these ETF applications is March [--] 2024" [X Link](https://x.com/glxyresearch/status/1701311869997248676) 2023-09-11T19:08Z 10.4K followers, [--] engagements "@CBOE @SECGov Optimism about a potential approval for a spot BTC or ETH product has grown significantly in recent weeks following @Grayscale's court victory against the SEC" [X Link](https://x.com/glxyresearch/status/1701311896207450482) 2023-09-11T19:08Z 10.4K followers, [--] engagements "@CBOE @SECGov @Grayscale It will be important to watch for a possible appeal by the SEC over the courts ruling in the coming weeks. The more time that passes without an appeal the greater chances that the SEC may be leaning towards working with Grayscale to ultimately approve its spot BTC ETF product" [X Link](https://x.com/glxyresearch/status/1701311940616737102) 2023-09-11T19:09Z 10.4K followers, [---] engagements "@CBOE @SECGov @Grayscale For more insights on the top stories in the #crypto industry from the past week sign-up for Galaxy Research's weekly newsletter:" [X Link](https://x.com/glxyresearch/status/1701311979837681666) 2023-09-11T19:09Z 10.4K followers, [---] engagements "Since the collapse of $UST in mid [----] the share of stablecoin market capitalization commanded by algorithmic stablecoins has dwindled from 12.56% ($23.5 bn) at its peak to 1.5% ($1.9 bn) today" [X Link](https://x.com/glxyresearch/status/1707054365486235692) 2023-09-27T15:27Z 10.1K followers, [----] engagements "Given the rapid pace of rollup adoption especially with the OP Stack and the new cohorts that are being brought on-chain for the first time by projects like Base and Worldcoin its important to consider the differing security models underlying each rollup" [X Link](https://x.com/glxyresearch/status/1707164694643970087) 2023-09-27T22:45Z 10.4K followers, [---] engagements "Unlike @arbitrums 1st grant program detailed in AIP [--] on-chain activity appears to be responding positively to Arbitrums latest grant program (AIP 9) which has a 15x larger ask of $ARB tokens. A short π§΅on AIP 9: https://www.tally.xyz/gov/arbitrum/proposal/92535731414466076465748260699234569033779695239254902723866669906112586724812 https://www.tally.xyz/gov/arbitrum/proposal/92535731414466076465748260699234569033779695239254902723866669906112586724812" [X Link](https://x.com/glxyresearch/status/1709214407568314447) 2023-10-03T14:30Z 14.6K followers, [----] engagements "@arbitrum AIP [--] proposes that the Arbitrum Foundation allocate up to [--] million $ARB to fund project grants through January [----]. The amount of ARB allotted to recipient projects will be based on criteria such as project lifetime TVL or cumulative volume recorded to-date" [X Link](https://x.com/glxyresearch/status/1709214475369197593) 2023-10-03T14:31Z 10.4K followers, [---] engagements "@solana In the last [--] months the Solana Foundation announced [--] major payments integrations with @Shopify and @Visa. Solana's fast finality and low fees are the main reasons why users and companies find the network attractive for payments" [X Link](https://x.com/glxyresearch/status/1710364770421940636) 2023-10-06T18:41Z 10.4K followers, [----] engagements "@solana @Shopify @Visa However one of Solana's biggest criticisms over the past few years has been the frequency of outages. The last time there was downtime on Solana was in Feb [----]. For a comprehensive breakdown of Solana its strengths and weaknesses read this report:" [X Link](https://x.com/glxyresearch/status/1710365215701832029) 2023-10-06T18:43Z 10.4K followers, [----] engagements "*Key Takeaways* - Non-stablecoin RWAs grew by $1.05bn in [----] $855.7m (82%) of which has come from yield-bearing assets. - Most of the demand for RWAs is driven by crypto native users. - Total market cap of RWAs is still 9.6% below the all-time high reached back in April 2022" [X Link](https://x.com/glxyresearch/status/1710382450818302258) 2023-10-06T19:52Z 10.4K followers, [----] engagements "@FTI_Global @WisdomTreeFunds @centrifuge [--]. Real Estate π Onchain real estate grew the least in $ terms of all the yield-bearing RWAs. Real Estate assets grew by $90m (102% growth) from Jan [--] to Sept [--]. The total value of tokenized assets representing fractionalized claims on real estate in some cases is $178m" [X Link](https://x.com/glxyresearch/status/1710382994924490783) 2023-10-06T19:54Z 10.4K followers, [---] engagements "In the latest Galaxy Research Report we analyze the crypto VC sector in Q3 [----]. The report highlights the crypto sectors that received the most funding and which types of deals dominated VC deal flow in Q3 2023" [X Link](https://x.com/glxyresearch/status/1712907506953982459) 2023-10-13T19:05Z [----] followers, [----] engagements "Overall Crypto VC still hasnt bottomed. In terms of both deals done and total capital invested Q3 was the lowest quarter since Q4 [----]. Crypto and blockchain startups raised less money across the last [--] quarters combined than they did in just Q1 2022" [X Link](https://x.com/glxyresearch/status/1712907517431361822) 2023-10-13T19:05Z 10.4K followers, [--] engagements "*Deal Count* Most deals completed in Q3 [----] involved startups at the Series A stage with pre-seed deal count receding slightly QoQ" [X Link](https://x.com/glxyresearch/status/1712907525849301403) 2023-10-13T19:05Z 10.4K followers, [--] engagements "The sectors with the largest share of deals at later stages were Banking Layer [--] and Layer [--] while the sectors with the largest share of deals at the pre-seed stage were Custody Wallets and Ventures" [X Link](https://x.com/glxyresearch/status/1712907543406674081) 2023-10-13T19:05Z 10.4K followers, [--] engagements "*Capital Invested* In terms of capital invested earlier stage deals (Pre-Seed Seed and Series A) accounted for the vast majority of investment (83.5%) vs. later stage deals (16.5%). This continues a trend from last quarter" [X Link](https://x.com/glxyresearch/status/1712907551291871680) 2023-10-13T19:05Z 10.4K followers, [--] engagements "Startups in Trading Exchange Investing and Lending led in venture capital funding securing $611m (32.5% of the total). Meanwhile Web3 NFTs Gaming DAOs and Metaverse startups clinched the second spot for the second consecutive quarter raising $266.5m (14.2% of the total" [X Link](https://x.com/glxyresearch/status/1712907560028676415) 2023-10-13T19:06Z 10.4K followers, [--] engagements "A new challenger emerges Flooring Protocol has ranked 3rd in NFT transaction volume behind Blur & OpenSea for the last two days" [X Link](https://x.com/glxyresearch/status/1714368002911613167) 2023-10-17T19:49Z 10.4K followers, [----] engagements "Among L2 rollups #Optimism and #Arbitrum have seen the highest amount of net deposits YTD. There has been $631m in net inflows on Optimism and $1.67b on Arbitrum. #Polygon and #zkSyncEra have seen the most value flight YTD with net outflows of $393m and $171m respectively" [X Link](https://x.com/glxyresearch/status/1720175146621690127) 2023-11-02T20:24Z 10K followers, [----] engagements "@novogratz @galaxyhq @InvescoUS Happy Birthday Bitcoin Great beat by @intangiblecoins and we love to see @BeimnetAbebe and @christine_dkim in there" [X Link](https://x.com/glxyresearch/status/1742545094698221707) 2024-01-03T13:55Z 10.4K followers, [--] engagements "In October [----] we asked what would be @opensea's share of NFT marketplace trading volume. Most said 40-60% and only 24% said less than 40%. In [----] @blur_io dominated with 67% of volume and OpenSea logged 29%. (h/t @hiroto_btc) What will be OpenSeas share of Ethereum-based NFT trading volume in [--] year (Today its 80%) What will be OpenSeas share of Ethereum-based NFT trading volume in [--] year (Today its 80%)" [X Link](https://x.com/glxyresearch/status/1747400924417388572) 2024-01-16T23:30Z 10.4K followers, [----] engagements "OG @TimDraper talks Bitcoin as platform on @Crypto: There was a lot of experiments with a lot of other tokens now the programmers are saying we want defi we want NFTs (which are now called Ordinals). so they choose a few successful applications to bring back to bitcoin" [X Link](https://x.com/glxyresearch/status/1752391551370609004) 2024-01-30T18:01Z 10.4K followers, [----] engagements "Read Alexs (@intangiblecoins) take on the SECs reported investigation of the Ethereum Foundation from this weeks Weekly Research Brief from @glxyresearch" [X Link](https://x.com/glxyresearch/status/1771300295479377938) 2024-03-22T22:17Z 10.7K followers, [---] engagements "TLDR: Enforcing against EF for original presale almost [--] years after it concluded would be highly irregular but a middle path would be to enforce against the primary sales but not the ongoing secondary trading of ETH. It does increase pessimism of soon ETH ETF approval" [X Link](https://x.com/glxyresearch/status/1771300297769353272) 2024-03-22T22:17Z 10.7K followers, [---] engagements "The cost to borrow on-chain has been steadily rising since bottoming in September/ October of [----]. From that point the average cost to borrow the stablecoins pictured above has risen nearly ten times from 1.5%" [X Link](https://x.com/glxyresearch/status/1778889441097941045) 2024-04-12T20:54Z 10.8K followers, [---] engagements "Subscribe to our Galaxy Research newsletter for more info like this https://www.galaxy.com/subscribe-to-research/ https://www.galaxy.com/subscribe-to-research/" [X Link](https://x.com/glxyresearch/status/1778889442905767953) 2024-04-12T20:54Z 10.8K followers, [---] engagements "The number of daily active addresses (DAAs) using notable Ethereum Layer 2s reached an all-time high of [---] million active addresses on March [--] [----]. As of April [--] [----] there are [----] million daily active addresses" [X Link](https://x.com/glxyresearch/status/1781325221208678481) 2024-04-19T14:13Z 11K followers, [---] engagements "The chart above includes daily active addresses for Arbitrum Optimism zkSync Era Linea Base Scroll and Zora and categorizes them by addresses that appear on one L2 and those that appear on more than one L2 each day" [X Link](https://x.com/glxyresearch/status/1781325223553372372) 2024-04-19T14:13Z 11K followers, [--] engagements "Want to dive deeper into Arthurs thesis Alex Thorn @intangiblecoins just sat down with Arthur in Singapore to lay it all out. Watch the full episode of @galaxy__brains on YouTube here: https://youtu.be/Z5uLzquyn1I https://t.co/aISf3l9jhx https://youtu.be/Z5uLzquyn1I https://t.co/aISf3l9jhx" [X Link](https://x.com/glxyresearch/status/1845959448692670878) 2024-10-14T22:46Z 11.6K followers, [---] engagements "Yesterday (Oct 29) was the 3rd biggest net inflow day for US spot Bitcoin ETFs. Only March [--] and June [--] were bigger" [X Link](https://x.com/glxyresearch/status/1851697982670016821) 2024-10-30T18:49Z 16.6K followers, [----] engagements "Current presidential election odds and forecasts as of October [--] [----] at 11am ET" [X Link](https://x.com/glxyresearch/status/1852006668889972985) 2024-10-31T15:16Z 16.6K followers, [----] engagements "Current presidential election odds and forecasts as of November [--] [----] at 12pm ET" [X Link](https://x.com/glxyresearch/status/1852380472027889900) 2024-11-01T16:01Z 11.7K followers, [----] engagements "Current presidential election odds and forecasts as of November [--] [----] at 2pm ET" [X Link](https://x.com/glxyresearch/status/1852777956374192635) 2024-11-02T18:21Z 11.7K followers, [----] engagements "Current presidential election odds and forecasts as of 9am ET November [--] 2024" [X Link](https://x.com/glxyresearch/status/1853082519186374850) 2024-11-03T14:31Z 11.7K followers, [----] engagements "Current presidential election odds and forecast as of 8am ET November [--] 2024" [X Link](https://x.com/glxyresearch/status/1853436947093434872) 2024-11-04T13:59Z 11.8K followers, [----] engagements "Fascinating view of BTCUSD and Trumps @Polymarket odds on election night via @ZackPokorny_" [X Link](https://x.com/glxyresearch/status/1854935327120523299) 2024-11-08T17:13Z 11.8K followers, [----] engagements "Flows into BTC spot ETFs have accelerated significantly since the U.S. elections. Cumulative net inflows now total more than $34bn" [X Link](https://x.com/glxyresearch/status/1866548554631926011) 2024-12-10T18:20Z 11.9K followers, [---] engagements "ETF inflows have accelerated meaningfully over the last [--] weeks. Ethereum ETFs turned positive on a cumulative basis for the first time since launch after Nov. 5" [X Link](https://x.com/glxyresearch/status/1869033315728244933) 2024-12-17T14:54Z 12K followers, [---] engagements ".@aave holders are voting to extend to @worldlibertyfi a license to Aave v3 with the vote ending at 4:24AM on Dec. [--] [----]. Currently [------] AAVE are in favor [------] AAVE abstaining and no votes against. The vote is likely to pass. Although only 6.3% of circulating AAVE supply has voted the the last [---] Aave governance proposals averaged [------] AAVE votes cast. Absent a large holder coming in irregularly to vote against we expect this vote to pass. Both AaveDAO governance and Word Liberty Financial community approval are subsequently required to finalize the arrangement" [X Link](https://x.com/glxyresearch/status/1869110877363867927) 2024-12-17T20:02Z 12K followers, [----] engagements "16 - There will be at least ten stablecoin launches backed by TradFi partnerships. From [----] to [----] stablecoins have experienced rapid growth with the number of projects now reaching [---] including several with strong ties to traditional finance (TradFi). Beyond the number of stablecoins launched their transaction volumes growth has outpaced that of major payment networks like ACH (1%) and Visa (7%). In [----] stablecoins are increasingly interwoven into the global financial system. For example the U.S.-licensed FV Bank now supports direct stablecoin deposits and Japan's three largest banks" [X Link](https://x.com/glxyresearch/status/1872696410476294513) 2024-12-27T17:29Z 13.9K followers, 13.2K engagements "Who has been moving bitcoin onchain (selling) since the Jan. [--] [----] all-time high - top sellers (of course) - range traders - chopsolidation profit takers - Nov. '22 bottom buyers" [X Link](https://x.com/glxyresearch/status/1887135380664709145) 2025-02-05T13:45Z 14.5K followers, [----] engagements "Galaxy Tradings Connor Finemore makes his first appearance on @galaxy__brains to discuss macro equity and bitcoin markets. Who has been selling equities since the inauguration Connor gives us insights" [X Link](https://x.com/glxyresearch/status/1905655430946193605) 2025-03-28T16:17Z 14.7K followers, [----] engagements "The number of Bitcoin daily active addresses is still trending negatively from the high of [----] million reached in January [----]. The current dynamic of price grinding higher against declining daily active addresses is a defining aspect of the bullish trend that started in December [----] as in past cycles new all-time highs in price were met by all-time highs in daily active addresses" [X Link](https://x.com/glxyresearch/status/1925892813926863086) 2025-05-23T12:33Z 14.9K followers, [---] engagements "U.S. Bitcoin ETFs and @MicroStrategy have combined to purchase the entire Bitcoin block reward (net new issuance) every month in [----] except February" [X Link](https://x.com/glxyresearch/status/1942292444931833870) 2025-07-07T18:39Z 15.1K followers, [--] engagements "Congresss Crypto Week Delivers by @intangiblecoins https://t.co/SdTq3ApGta https://t.co/SdTq3ApGta" [X Link](https://x.com/glxyresearch/status/1946956962245001513) 2025-07-20T15:34Z 15.5K followers, [----] engagements "Onchain Crypto Infra Shines in $PUMP ICO by @Uptodatenow https://www.galaxy.com/insights/research/onchain-crypto-infrastructure-pump-token-trading-ico https://www.galaxy.com/insights/research/onchain-crypto-infrastructure-pump-token-trading-ico" [X Link](https://x.com/glxyresearch/status/1946956964929425722) 2025-07-20T15:34Z 15.5K followers, [---] engagements "Ethereum as a corporate treasury asset by @mustbetherosas https://www.galaxy.com/insights/research/beyond-btc-ethereum-as-a-corporate-treasury-asset https://www.galaxy.com/insights/research/beyond-btc-ethereum-as-a-corporate-treasury-asset" [X Link](https://x.com/glxyresearch/status/1946956967609511966) 2025-07-20T15:34Z 15.5K followers, [----] engagements "Hyperliquids L1 begins to find its footing by @owenswill14 & @Uptodatenow https://www.galaxy.com/insights/research/hyperliquids-l1-begins-to-find-its-footing https://www.galaxy.com/insights/research/hyperliquids-l1-begins-to-find-its-footing" [X Link](https://x.com/glxyresearch/status/1946956969706676226) 2025-07-20T15:34Z 15.5K followers, [---] engagements "Why are Bitcoin treasury companies trading at such a high premium to NAV by @owenswill14 https://www.galaxy.com/insights/research/why-are-bitcoin-treasury-companies-trading-at-such-high-premiums-to-nav https://www.galaxy.com/insights/research/why-are-bitcoin-treasury-companies-trading-at-such-high-premiums-to-nav" [X Link](https://x.com/glxyresearch/status/1946956980687417583) 2025-07-20T15:34Z 15.5K followers, [----] engagements "Can Binance Smart Chain sustain its roaring comeback by @Uptodatenow https://www.galaxy.com/insights/research/can-binance-smart-chain-sustain-its-roaring-comeback https://www.galaxy.com/insights/research/can-binance-smart-chain-sustain-its-roaring-comeback" [X Link](https://x.com/glxyresearch/status/1946956983665312010) 2025-07-20T15:34Z 15.5K followers, [---] engagements "@christine_dkim Biggest week of all time for ETH ETF inflows π Ethereum ETFs had their biggest inflow week ever last week at $2.182bn more than 2x any prior week. The Ethereum ecosystem is feeling positive. Bitcoin ETFs saw their 7th biggest week last week at $2.385bn (2 weeks ago was the 5th biggest). The Bitcoiners are feeling positive. https://t.co/eG4fFn4erL Ethereum ETFs had their biggest inflow week ever last week at $2.182bn more than 2x any prior week. The Ethereum ecosystem is feeling positive. Bitcoin ETFs saw their 7th biggest week last week at $2.385bn (2 weeks ago was the 5th" [X Link](https://x.com/glxyresearch/status/1947367974916022512) 2025-07-21T18:48Z 15.5K followers, [---] engagements "Here's a fuller version of our Phases of Cryptocurrency and Digital Asset Market Adoption graphic from page [--] created by @intangiblecoins" [X Link](https://x.com/glxyresearch/status/1950649626861904149) 2025-07-30T20:08Z 15.8K followers, [----] engagements "Bitcoin dominates by far. However newer players are accumulating altcoins too" [X Link](https://x.com/glxyresearch/status/1951006582336270720) 2025-07-31T19:46Z 15.9K followers, [----] engagements "Strategy and other players are sitting on massive unrealized gains" [X Link](https://x.com/glxyresearch/status/1951006584919748643) 2025-07-31T19:46Z 15.9K followers, [----] engagements "Please note that $GLXY is not yet available on ANY automated market maker (like Orca or Raydium). Any $GLXY you see on ANY AMM as of today is fraudulent. It may be possible to trade $GLXY bilaterally with other allowlisted addresses. Register here: http://superstate.com/register http://superstate.com/register" [X Link](https://x.com/glxyresearch/status/1963271717121356016) 2025-09-03T16:03Z 16.3K followers, [----] engagements "For example we are aware of this token trading on Raydium. The scammers NAMED their token our CA and they even grinded their CA with the first [--] characters of ours (2He). However their full contract address is 2HeAN2. whereas ours is 2HehXG1. Be careful out there" [X Link](https://x.com/glxyresearch/status/1963276098986180770) 2025-09-03T16:21Z 16.3K followers, [----] engagements "Hester Peirce on single-sequencer L2s & securities: When youre talking about tokenizing securities if you have a matching engine thats essentially controlled by one entity then that looks a lot more like an exchange. @blockspacepod @GwartyGwart" [X Link](https://x.com/glxyresearch/status/1965028014527517069) 2025-09-08T12:22Z 16.3K followers, [----] engagements "Our team @intangiblecoins @ThomasCowan93 @marcryptonio alluded to this in our whitepaper Introducing Tokenized GLXY last week in explaining why we chose Solana to issue $GLXY onchain. https://www.galaxy.com/insights/research/tokenized-glxy https://www.galaxy.com/insights/research/tokenized-glxy" [X Link](https://x.com/glxyresearch/status/1965028022731579847) 2025-09-08T12:22Z 16.4K followers, [---] engagements "US treasury just sanctioned [--] UAE resident Iranian nationals who have both ETH and TRX addresses Most of the addresses' historical transfers involved USDT TRX ETH but primarily USDT" [X Link](https://x.com/glxyresearch/status/1968034346666995826) 2025-09-16T19:28Z 16.6K followers, [----] engagements "Need a cheat-sheet for the landmark July report from the Presidents Working Group on Digital Assets Galaxy Research has you covered" [X Link](https://x.com/glxyresearch/status/1969763580502528455) 2025-09-21T14:00Z 16.6K followers, [----] engagements "Read the PWG report piece by Jack Immanuel https://www.galaxy.com/insights/research/presidents-working-group-digital-asset-markets-report-summary https://www.galaxy.com/insights/research/presidents-working-group-digital-asset-markets-report-summary" [X Link](https://x.com/glxyresearch/status/1969763583434403867) 2025-09-21T14:00Z 16.6K followers, [---] engagements "In Galaxy Grids debut episode Bitcoins new all-time high meets silence while Hyperliquid and Aster battle for Perp DEX dominance. The crew covers Zcashs shock rally Double Zeros SEC breakthrough and what futarchy means for crypto governance" [X Link](https://x.com/glxyresearch/status/1975612932370407677) 2025-10-07T17:23Z 16.7K followers, [---] engagements "@FTI_Global @WisdomTreeFunds @centrifuge *The Outlook* [--]. Demand for yield is fueling RWA growth. 82% of the new value created in the RWAs this year has come from yield-bearing RWAs like tokenized private credit real estate and Treasuries. Yield-bearing RWA dominance has grown from 31% to 53%" [X Link](https://x.com/glxyresearch/status/1710383078504382803) 2023-10-06T19:54Z 18.5K followers, [---] engagements "@FTI_Global @WisdomTreeFunds @centrifuge [--]. Most of the onchain demand for RWAs is driven by a small number of native crypto users as opposed to new crypto adopters or traditional investors moving onchain. The avg. age of user addresses interacting with RWA tokens predates the creation of these assets on-chain" [X Link](https://x.com/glxyresearch/status/1710383144245825959) 2023-10-06T19:54Z 18.5K followers, [---] engagements "@Eichhoenchenche @TheRobynHD You cant see because of the scale of the chart but while it reached over $120bn at the time the chart was printed (and since the selloff into the mid-$90k range total BTC ETP AUM was $109bn)" [X Link](https://x.com/glxyresearch/status/1873374507844710441) 2024-12-29T14:24Z 17.7K followers, [---] engagements "@svenesonn @NateGeraci Yes this is correct. At the time the chart was printed on Dec. [----] [----] there was $109bn in total AUM across the U.S. spot-based BTC ETPs. When BTC hit $108k that AUM was over $120bn" [X Link](https://x.com/glxyresearch/status/1873375072586801578) 2024-12-29T14:26Z 17.7K followers, [--] engagements "U.S. spot-based Bitcoin ETPs added $934m yesterday the 8th largest daily inflow since the cohort launched in January [----]. In total the Bitcoin ETPs have taken in a whopping $44.3bn in cumulative inflows currently at all-time high" [X Link](https://x.com/glxyresearch/status/1925878569458090032) 2025-05-23T11:36Z 17.7K followers, [----] engagements "US Bitcoin & Ethereum ETP flows have been negative for the last [--] weeks. Can they squeak out inflows this week" [X Link](https://x.com/glxyresearch/status/1980630174183092418) 2025-10-21T13:40Z 17K followers, [---] engagements "This week on Galaxy Grid: a weekly video series from @glxyresearch. @intangiblecoins @TheThadP @ZackPokorny_ and @ninja_five_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now" [X Link](https://x.com/glxyresearch/status/1980993971150274876) 2025-10-22T13:45Z 18.4K followers, [----] engagements "In this weeks episode the team debates whether the bull market is still intact after Octobers flash crash unpacks the U.S. governments 127K BTC seizure and breaks down how Wall Streets crypto push and MetaDAOs futarchy model are reshaping markets and governance" [X Link](https://x.com/glxyresearch/status/1980993975147475379) 2025-10-22T13:45Z 18.4K followers, [---] engagements "This week on Galaxy Grid: a weekly video series from @glxyresearch. @intangiblecoins @TheThadP @ZackPokorny_ and @Uptodatenow unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now" [X Link](https://x.com/glxyresearch/status/1983279591558205930) 2025-10-28T21:07Z 17K followers, [----] engagements "In this weeks episode the team dives into Ethereums leadership shake-up the rare case of a blockchain officially shutting down and how Washingtons crypto bill is gaining real traction in Congress. They also debate Bitcoins latest governance battle the so-called new civil war and what it means for the future of open networks" [X Link](https://x.com/glxyresearch/status/1983279595894763914) 2025-10-28T21:07Z 17K followers, [---] engagements "From ecosystem adoption to technology innovation Solana is growing quickly and is at the forefront of the internet capital markets revolution. Our new in-depth report covers tech roadmap onchain and ecosystem growth DATs and ETFs and much more. π" [X Link](https://x.com/glxyresearch/status/1983918543126114742) 2025-10-30T15:26Z 17.7K followers, [----] engagements "Read the whole report from @Uptodatenow here https://www.galaxy.com/insights/research/solana-firedancer-anza-alpenglow-internet-capital-markets https://www.galaxy.com/insights/research/solana-firedancer-anza-alpenglow-internet-capital-markets" [X Link](https://x.com/glxyresearch/status/1983918546007527532) 2025-10-30T15:26Z 17K followers, [--] engagements "Prop AMMs now account for more than 50% of Solana DEX volume" [X Link](https://x.com/glxyresearch/status/1983918555524382981) 2025-10-30T15:26Z 17K followers, [--] engagements "The battle of the perp DEXs pits Solana Aster Lighter against the king Hyperliquid" [X Link](https://x.com/glxyresearch/status/1983918559970398306) 2025-10-30T15:26Z 17K followers, [---] engagements "There's much more in the report -- this is a 50+ page monster of a report with everything you need to know. Read the whole report from @Uptodatenow here https://www.galaxy.com/insights/research/solana-firedancer-anza-alpenglow-internet-capital-markets https://www.galaxy.com/insights/research/solana-firedancer-anza-alpenglow-internet-capital-markets" [X Link](https://x.com/glxyresearch/status/1983918563564937331) 2025-10-30T15:26Z 17K followers, [---] engagements "This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @Uptodatenow @ZackPokorny_ and @ninja_five_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now" [X Link](https://x.com/glxyresearch/status/1985750864540119248) 2025-11-04T16:47Z 17.7K followers, [----] engagements "In this weeks episode the team marks [--] years since the Bitcoin whitepaper breaks down the altcoin ETF wave led by new Solana listings and examines how Western Union is moving on-chain with a stablecoin built on Solana. They also explore X402 the internet-native payments protocol gaining momentum and the growing trend of TradFi firms turning to tokenization and IPOs" [X Link](https://x.com/glxyresearch/status/1985750868390789509) 2025-11-04T16:47Z 17.7K followers, [---] engagements "This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @Uptodatenow @ZackPokorny_ and @owenswill14 unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now" [X Link](https://x.com/glxyresearch/status/1988315052940947722) 2025-11-11T18:37Z 17.7K followers, [----] engagements "In this weeks episode the team debates whether boring is bullish for Bitcoin as volatility declines and examines the surge in privacy tokens like Zcash and Monero. They also unpack the $125M Balancer exploit the rise of pre-market perps ahead of Monads launch and what AI-written code means for DeFi security" [X Link](https://x.com/glxyresearch/status/1988315057579848123) 2025-11-11T18:37Z 17.7K followers, [---] engagements "We sent a note to clients last night about Uniswaps fee switch proposal. We cant share the whole note but this thread has some of the key insights π" [X Link](https://x.com/glxyresearch/status/1988974605424615807) 2025-11-13T14:17Z 17.7K followers, [----] engagements "Shoutout to our researcher Lucas Tcheyan @Uptodatenow for the excellent work. If you want to know the signal on Solana AI DeFi and more follow Lucas" [X Link](https://x.com/glxyresearch/status/1988974609564405970) 2025-11-13T14:17Z 17.7K followers, [---] engagements "Uniswap monthly fees across all chains and deployments" [X Link](https://x.com/glxyresearch/status/1988974616241729854) 2025-11-13T14:17Z 17.7K followers, [--] engagements "Uniswap fees by chain. Ethereum L1 still leads but has been eroded by Uniswap deployments on other infrastructure over the last few years" [X Link](https://x.com/glxyresearch/status/1988974623866909148) 2025-11-13T14:17Z 17.7K followers, [--] engagements "The real question: once Uniswap has a revenue mechanism how will it stack up against competitors fundamentally" [X Link](https://x.com/glxyresearch/status/1988974630812676105) 2025-11-13T14:18Z 17.7K followers, [--] engagements "The revenue meta is real. Regulatory changes are making it possible. Is this the way Read Lucass conclusion" [X Link](https://x.com/glxyresearch/status/1988974639176118669) 2025-11-13T14:18Z 17.7K followers, [---] engagements "Read important disclaimers below This document and the information contained herein has been provided to you by Galaxy Digital Holdings LP and its affiliates (Galaxy Digital) solely for informational purposes. This document may not be reproduced or redistributed in whole or in part in any format without the express written approval of Galaxy Digital. Neither the information nor any opinion contained in this document constitutes an offer to buy or sell or a solicitation of an offer to buy or sell any advisory services securities futures options or other financial instruments or to participate" [X Link](https://x.com/glxyresearch/status/1988974643944849688) 2025-11-13T14:18Z 17.7K followers, [---] engagements "The foregoing does not constitute a research report as defined by FINRA Rule [----] or a debt research report as defined by FINRA Rule [----] and was not prepared by Galaxy Digital Partners LLC. Similarly the foregoing does not constitute a research report as defined by CFTC Regulation 23.605(a)(9) and was not prepared by Galaxy Derivatives LLC. For all inquiries please email contact@galaxydigital.io. Copyright Galaxy Digital Holdings LP [----]. All rights reserved" [X Link](https://x.com/glxyresearch/status/1988974647350583741) 2025-11-13T14:18Z 17.7K followers, [---] engagements "This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @Uptodatenow @TheThadP and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now" [X Link](https://x.com/glxyresearch/status/1990817685131637196) 2025-11-18T16:21Z 17.7K followers, [----] engagements "The team breaks down the Czech National Banks historic Bitcoin purchase (the first ever by a central bank) and what it means for institutional adoption. They also dive into Uniswaps long-awaited fee switch the new wave of DeFi buyback programs and Chinas claim that the U.S. stole 127K BTC" [X Link](https://x.com/glxyresearch/status/1990817691159134282) 2025-11-18T16:21Z 17.7K followers, [---] engagements "Earlier this month Galaxy submitted a comprehensive comment letter to the U.S. Treasury Department making recommendations how GENIUS Act should be implemented. Our own @intangiblecoins authored the 15-page letter in concert with Natalia Li Galaxys Head of U.S. Policy. Broadly speaking the letter focuses on promoting the adoption of USD stablecoins while protecting open-source developers ensuring compatibility with state and foreign jurisdictions clarifying uncertainties related to collateral and yield and researching and utilizing novel technologies to enhancing market integrity and promote" [X Link](https://x.com/glxyresearch/status/1991599583575630184) 2025-11-20T20:08Z 17.7K followers, 14.7K engagements "This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @Uptodatenow @TheThadP and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now" [X Link](https://x.com/glxyresearch/status/1993439669930037315) 2025-11-25T22:00Z 17.7K followers, [----] engagements "The team tackles whether Bitcoin has found a bottom weighing macro uncertainty ETF outflows and shifting sentiment across U.S. trading hours. They also unpack the NYT/ICIJ investigation into illicit onchain flows and why transparent blockchain data gives regulators more effective tools than TradFi ever did" [X Link](https://x.com/glxyresearch/status/1993439672601616719) 2025-11-25T22:00Z 17.7K followers, [---] engagements "Plus: the Feds new supervisory guidance Solanas updated inflation proposal Monads mainnet launch Coinbases acquisition and more. Watch the full episode https://youtu.be/CGu0Jo_OoAk http://Vector.fun https://youtu.be/CGu0Jo_OoAk http://Vector.fun" [X Link](https://x.com/glxyresearch/status/1993439674434830403) 2025-11-25T22:00Z 17.7K followers, [---] engagements "The team recaps Thanksgiving sentiment around Bitcoin and analyzes MicroStrategys move to hold 1.4B dollars in cash to avoid selling BTC into volatility. They also review Monads first week on mainnet and the rotation from meme coins toward prediction markets" [X Link](https://x.com/glxyresearch/status/1995952944647405721) 2025-12-02T20:27Z 17.8K followers, [---] engagements "Plus insights on the Hyperliquid token unlock and what Ethereums Fusaka upgrade may mean for L2 fees and network activity in December. Watch the full episode: https://youtu.be/vy69QJnqNTw https://youtu.be/vy69QJnqNTw" [X Link](https://x.com/glxyresearch/status/1995952946270613722) 2025-12-02T20:27Z 17.8K followers, [---] engagements "This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @ninja_five_ @Uptodatenow and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now" [X Link](https://x.com/glxyresearch/status/2001065636013748344) 2025-12-16T23:03Z 18.3K followers, [----] engagements "The team recaps Solana Breakpoint takeaways including the shift from meme-driven activity toward internet capital markets market structure debates and efforts to regain perp DEX share from Hyperliquid. They also break down Tethers expanding footprint following the NYSE listing of Bitcoin treasury company Twenty One Capital" [X Link](https://x.com/glxyresearch/status/2001065640145084443) 2025-12-16T23:03Z 18K followers, [---] engagements "Plus: TradFis continued convergence with crypto (Vanguard BofA Schwab) Strategys position in major equity indices Stripes new L1 Tempo testnet and what DTCCs tokenization no-action relief signals for US capital markets. Watch the full episode: https://youtu.be/Yqwl1tzB9A4 https://youtu.be/Yqwl1tzB9A4" [X Link](https://x.com/glxyresearch/status/2001065641818697879) 2025-12-16T23:03Z 17.8K followers, [---] engagements "Galaxys Head of DeFi absolutely COOKED on this mainstage keynote at Breakpoint @marcryptonio makes a compelling point about blockchains being an answer to the youths disillusionment with existing systems" [X Link](https://x.com/glxyresearch/status/2001355022689587546) 2025-12-17T18:13Z 18.3K followers, 23.3K engagements "Follow @marcryptonio Head of DeFi at @galaxyhq for more great content like this" [X Link](https://x.com/glxyresearch/status/2001355026414043538) 2025-12-17T18:13Z 18.1K followers, [----] engagements "The speaker along with Galaxy holds a financial interest in Solana. Galaxy regularly engages in buying and selling Solana including hedging transactions for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in Solana. If the value of such assets increases those vehicles may benefit and Galaxys service fees may increase accordingly. For more information please refer to Galaxys public filings and statements. Cryptocurrencies Solana are inherently volatile and risky and ultimate market movements may not align with this" [X Link](https://x.com/glxyresearch/status/2001679347103453564) 2025-12-18T15:42Z 18.1K followers, [---] engagements "Read the whole report here https://www.galaxy.com/insights/research/predictions-2026-crypto-bitcoin-defi https://www.galaxy.com/insights/research/predictions-2026-crypto-bitcoin-defi" [X Link](https://x.com/glxyresearch/status/2002106609141776714) 2025-12-19T19:59Z 18.4K followers, [----] engagements "1 - BTC will reach $250k by year-end [----]. [----] is too chaotic to predict although new BTC all-time highs are still possible -@intangiblecoins" [X Link](https://x.com/glxyresearch/status/2002106611851215151) 2025-12-19T19:59Z 18.4K followers, [----] engagements "2 - The total market cap of Internet Capital Markets on Solana will surge to $2 billion (its currently $750 million). -@Uptodatenow" [X Link](https://x.com/glxyresearch/status/2002106615160582201) 2025-12-19T19:59Z 18.4K followers, [----] engagements "3 - At least one live general-purpose Layer-1 blockchain will enshrine a revenue-generating application to funnel value directly back to its native token. -@Uptodatenow" [X Link](https://x.com/glxyresearch/status/2002106619983974436) 2025-12-19T19:59Z 18.3K followers, 10.5K engagements "6 - The ratio of application revenue to network revenue will double in [----]. As trading DeFi wallets and emerging consumer applications continue to dominate onchain fee generation value capture is increasingly shifting away from the base layer. -@Uptodatenow" [X Link](https://x.com/glxyresearch/status/2002106630264283309) 2025-12-19T19:59Z 18.2K followers, [----] engagements "7 - The SEC will grant some form of exemptive relief for expanding the use of tokenized securities in DeFi under its innovation exemption program. -@intangiblecoins" [X Link](https://x.com/glxyresearch/status/2002106633636491293) 2025-12-19T19:59Z 18.2K followers, [----] engagements "9 - Stablecoins will overtake ACH in transaction volume.Stablecoin velocity remains remarkably high compared to its traditional counterparts. We have seen a continued 30%-40% CAGR in stablecoin supply growth with transaction volume increasing in tandem. -@TheThadP" [X Link](https://x.com/glxyresearch/status/2002106639999250550) 2025-12-19T19:59Z 18.2K followers, [----] engagements "10 - TradFi-partnered stablecoins will consolidate. Although many U.S. stablecoins launched in [----] the market is unlikely to support a long tail of widely used options. -@ninja_five_" [X Link](https://x.com/glxyresearch/status/2002106642691993886) 2025-12-19T19:59Z 18.2K followers, [----] engagements "16 - Stablecoin interest rate volatility will remain tame and borrow costs will not exceed 10% through DeFi applications. As institutional participation in onchain borrowing and lending grows we should see a meaningful decline in rate volatility driven by deeper liquidity and stickier lower-velocity capital. -@ZackPokorny_" [X Link](https://x.com/glxyresearch/status/2002106678116802799) 2025-12-19T20:00Z 18.2K followers, [----] engagements "17 - The combined market cap of privacy tokens will exceed $100b by end of [----]. Privacy tokens have gained significant traction in the last quarter of [----] with onchain privacy top of mind as investors park more money onchain. -@mustbetherosas" [X Link](https://x.com/glxyresearch/status/2002106683238293613) 2025-12-19T20:00Z 18.2K followers, [----] engagements "18 - Weekly trading volumes on Polymarket will consistently exceed $1.5 billion in [----]. Prediction markets have become one of the fastest-growing categories in crypto with Polymarket already approaching $1 billion in weekly notional volume. -@owenswill14" [X Link](https://x.com/glxyresearch/status/2002106686878986280) 2025-12-19T20:00Z 18.4K followers, [----] engagements "19 - More than [--] spot altcoin ETFs and another [--] crypto ETFs (excluding spot single-coin products) will launch in the U.S. Following the SECs approval of generic listing standards we expect the pace of spot altcoin ETF launches to accelerate in [----]. -@ninja_five_" [X Link](https://x.com/glxyresearch/status/2002106690922258475) 2025-12-19T20:00Z 18.4K followers, [----] engagements "20 - U.S. spot crypto ETF net inflows will exceed $50 billion.2025 already generated $23 billion of net inflows and we expect that figure to accelerate in [----] as institutional adoption deepens. -@ninja_five_" [X Link](https://x.com/glxyresearch/status/2002106694898446416) 2025-12-19T20:00Z 18.4K followers, [----] engagements "21 - A major asset-allocation platform will add bitcoin to its standard model portfolios. After three of the four wirehouses (Wells Fargo Morgan Stanley and Bank of America) lifted restrictions for advisors to recommend BTC to investors and endorsed a 1%4% allocation the next step is getting BTC products onto their recommended lists. -@ninja_five_ https://twitter.com/i/web/status/2002106699214434710 https://twitter.com/i/web/status/2002106699214434710" [X Link](https://x.com/glxyresearch/status/2002106699214434710) 2025-12-19T20:00Z 18.4K followers, [----] engagements "22 - 15+ crypto companies will IPO or uplist in the U.S. In [----] [--] crypto-related companies (including Galaxy) successfully IPOd or uplisted in the U.S. With over [---] crypto and blockchain companies completing $50M+ private rounds since [----] we believe a sizable pipeline is now positioned to pursue U.S. listings. @ninja_five_" [X Link](https://x.com/glxyresearch/status/2002106703597175000) 2025-12-19T20:00Z 18.4K followers, [----] engagements "23 - Five or more digital asset treasury companies (DATs) will be forced to sell assets be acquired or shut down completely. In Q2 [----] we saw the frenzy of DAT formation and starting in October market to net asset value (mNAV) multiples began to compress. BTC ETH and SOL DATs were trading at mNAVs below [--] on average at the time of writing. -@ninja_five_ https://twitter.com/i/web/status/2002106707007226170 https://twitter.com/i/web/status/2002106707007226170" [X Link](https://x.com/glxyresearch/status/2002106707007226170) 2025-12-19T20:00Z 18.4K followers, [----] engagements "@TheThadP [--] - Payments following the x402 standard will reach 30% of Base daily transactions and 5% of Solana non-vote transactions in [----] signaling greater use of onchain rails for agentic interactions. -@Uptodatenow" [X Link](https://x.com/glxyresearch/status/2002107096507297798) 2025-12-19T20:01Z 18.4K followers, [----] engagements "Read the full report here Read important disclaimers here: Participants along with Galaxy Digital hold a financial interest in Bitcoin Ethereum Hyperliquid Solana and Tether. Galaxy Digital regularly engages in buying and selling Bitcoin Ethereum Solana and Tether including hedging transactions for its own proprietary accounts and on behalf of its counterparties. Galaxy Digital also provides services to vehicles that invest in Bitcoin Ethereum Solana and Tether. If the value of such assets increases those vehicles may benefit and Galaxy Digitals service fees may increase accordingly. For more" [X Link](https://x.com/glxyresearch/status/2002107320096944399) 2025-12-19T20:02Z 18.4K followers, [----] engagements "Despite BTC being -36% from all-time highs cumulative inflows into US spot Bitcoin ETFs are only -9% from their all-time highs. Onchain whales may be selling but brokerage account holders and institutions have remained remarkable steadfast during this bitcoin drawdown" [X Link](https://x.com/glxyresearch/status/2004669065869357315) 2025-12-26T21:42Z 18.4K followers, [----] engagements "Ring in the new year with this great hit from our own @ZackPokorny_ from the floor or NYSE yesterday. π Zack discusses market dynamics record setting lending markets both on and off chain and what to expect in 2026" [X Link](https://x.com/glxyresearch/status/2006754170897113089) 2026-01-01T15:47Z 18.4K followers, [----] engagements "This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @TheThadP @Uptodatenow and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now" [X Link](https://x.com/glxyresearch/status/2011149624531460536) 2026-01-13T18:53Z 18.4K followers, [----] engagements "A pivotal week for crypto policy new prediction market drama MSCI punts on digital asset treasury firms and X launches Smart Cashtags with live crypto prices. Watch the full episode https://youtu.be/7iU0aTfhA7g https://youtu.be/7iU0aTfhA7g" [X Link](https://x.com/glxyresearch/status/2011149628654436547) 2026-01-13T18:53Z 18.4K followers, [---] engagements "This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @ninja_five_ @Uptodatenow and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now" [X Link](https://x.com/glxyresearch/status/2013642367350259952) 2026-01-20T15:58Z 18.5K followers, [----] engagements "Crypto policy talks stall after Coinbase pulls support World Liberty Financial launches on Dolomite instead of Aave Bitmine backs MrBeast with a $200M investment and Jefferies replaces Bitcoin with gold over quantum risk concerns. Watch the full episode https://youtu.be/2LRRc7AnwyY https://youtu.be/2LRRc7AnwyY" [X Link](https://x.com/glxyresearch/status/2013642371129331926) 2026-01-20T15:58Z 18.4K followers, [----] engagements "The team at Galaxy Digital Mining wrote an excellent white paper examining #bitcoins energy usage. Did you know that 19x more energy is lost in transmission than Bitcoin miners consume Great research hereand we open sourced our methodology. https://docsend.com/view/adwmdeeyfvqwecj2 https://docsend.com/view/adwmdeeyfvqwecj2" [X Link](https://x.com/glxyresearch/status/1393166955864117248) 2021-05-14T11:31Z 18.5K followers, [----] engagements "@ciraxx Bitcoin minings energy consumption is unrelated to the networks transaction volume or throughput as explained in the report" [X Link](https://x.com/glxyresearch/status/1393227093476057089) 2021-05-14T15:29Z 18.5K followers, [--] engagements "Yesterday a big BTC seller dumped on OTC markets sparking a price drop that expanded across the crypto market leading to the largest forced futures liquidations since May [--] [----]. report by @intangiblecoins & @kellyjgreer Thread below π§΅" [X Link](https://x.com/glxyresearch/status/1435604159764516867) 2021-09-08T14:01Z 18.5K followers, [---] engagements "#Solana has been down - inoperable not producing new blocks or confirming new transactions - for several hours. it appears the most recent confirmed transactions were [---] minutes ago" [X Link](https://x.com/glxyresearch/status/1437780265607258120) 2021-09-14T14:08Z 18.5K followers, [---] engagements "State channels Sidechains Rollups Blockchains are scaling via layers & if you want a clear view (and overview) of the emerging L2 ecosystem check out our new 35-page report by @FullNodeChuck Read the report here: https://docsend.com/view/cvivn2th9fbhsfje https://docsend.com/view/cvivn2th9fbhsfje" [X Link](https://x.com/glxyresearch/status/1438925318467866628) 2021-09-17T17:58Z 18.5K followers, [---] engagements "Packed house for Day [--] of #Mainnet2021. Be sure to stop by the @GalaxyDigitalHQ booth on the fifth floor for a chat" [X Link](https://x.com/glxyresearch/status/1440337056006242306) 2021-09-21T15:28Z 18.5K followers, [--] engagements "Big #bitcoin move up appears to have been initially sparked by large short that was liquidated at $45k on FTX during the 6-7am ET hour" [X Link](https://x.com/glxyresearch/status/1443919890235236356) 2021-10-01T12:45Z 18.5K followers, [--] engagements "#Bitcoin and #crypto are surging. Here are [--] Metrics that Show How: 1/ BTC & Inflation Expectations: Since bottoming at $29k BTC has been on a 100-day run in tandem with inflation expectations. That means it's acting as both a risk-on asset AND a gold proxy. #bullish" [X Link](https://x.com/glxyresearch/status/1450508900822880265) 2021-10-19T17:07Z 18.5K followers, [---] engagements "#bitcoins hashrate recovery following crackdowns in china has been nothing short of legendary" [X Link](https://x.com/glxyresearch/status/1451890737541521410) 2021-10-23T12:38Z 18.5K followers, [--] engagements "#Bitcoins lightning network is seeing parabolic growth on the back of use in El Salvador simpler and more powerful DIY node options (i.e. @getumbrel) and increasing exchange and application adoption" [X Link](https://x.com/anyuser/status/1452615338324017169) 2021-10-25T12:37Z 18.5K followers, [---] engagements "The median valuation in Q3 [----] for a VC deal for a crypto startup was $43m Thats up more than 4x from this time last year and more than 70% higher than the rest of the VC market. Crypto deals are π₯ and allocators are paying up to get into them π" [X Link](https://x.com/glxyresearch/status/1452961908299116548) 2021-10-26T11:34Z 18.5K followers, [--] engagements "13 years ago today Satoshi Nakamoto released the #bitcoin white paper on the Cryptography Mailing list. I've been working on a new electronic cash system that's fully peer-to-peer with no trusted third party Satoshi said. Read Satoshis paper here: http://bitcoin.org/bitcoin.pdf http://bitcoin.org/bitcoin.pdf" [X Link](https://x.com/glxyresearch/status/1454765510831259652) 2021-10-31T11:01Z 18.5K followers, [---] engagements "#Bitcoin surges to new all-time high on the back of the biggest inflation gain since [----]. Lately BTC has traded in line with inflation expectations - see weekly price change (log value) between [--] year break even yields & XBTUSD" [X Link](https://x.com/glxyresearch/status/1458458094976045058) 2021-11-10T15:34Z 18.5K followers, [--] engagements "READY LAYER ONE ππ #Ethereum is the top smart contract platform but alternatives have grown dramatically over the last few quarters. What does the future hold for Layer [--] smart contract blockchain platforms Read our comprehensive new report here: http://L1.report http://L1.report" [X Link](https://x.com/anyuser/status/1458479567132372995) 2021-11-10T17:00Z 18.5K followers, [---] engagements "We looked at Layer [--] smart contract chains in our READY LAYER ONE report. Some summary statistics from our findings are below. Read more http://L1.report http://L1.report" [X Link](https://x.com/glxyresearch/status/1459553814822932480) 2021-11-13T16:08Z 18.5K followers, [--] engagements "We compiled specifications for running validator nodes on alt L1s. Some of these require a lot of firepower http://L1.report http://L1.report" [X Link](https://x.com/glxyresearch/status/1460561262325252100) 2021-11-16T10:51Z 18.5K followers, [---] engagements "The market dip overnight saw $880m in liquidations across crypto. BTC annualized 3m rolling basis nearly halved dropping from a global exchange avg. of 12% to 6%. Most coins recovered from their early morning with BTC trading back above $60k from around 6am onward" [X Link](https://x.com/glxyresearch/status/1460599966733320204) 2021-11-16T13:25Z 18.5K followers, [--] engagements "#Bitcoin has settled more than $12tn of value transacted YTD in [----]. For comparison PayPal settled $936bn in [----] and slightly over $600bn in the first half of this year" [X Link](https://x.com/anyuser/status/1469039427028664320) 2021-12-09T20:21Z 18.5K followers, [---] engagements "53% of the top [---] cryptos by market cap are trading below their 200d moving average" [X Link](https://x.com/glxyresearch/status/1470831620726923270) 2021-12-14T19:02Z 18.5K followers, [--] engagements "On Monday Terra flipped BSC in DeFi TVL to take over the second spot behind Ethereum. $LUNA $BNB" [X Link](https://x.com/anyuser/status/1474124431081586693) 2021-12-23T21:07Z 18.5K followers, [---] engagements "More than $32bn was invested by VC firms into the crypto/blockchain ecosystem in [----]. $22bn of that total (68%) was raised in fundraising rounds with deal sizes over $100m" [X Link](https://x.com/anyuser/status/1478143411567968256) 2022-01-03T23:17Z 18.5K followers, [---] engagements "Today we published the next installment in our Ready Layer One series: Digging into #Avalanche @FullNodeChuck goes deep in the worlds most extensive note on #AVAX ever written. Check it out https://docsend.com/view/nycckbk73qvsjwej https://docsend.com/view/nycckbk73qvsjwej" [X Link](https://x.com/glxyresearch/status/1492130743048454148) 2022-02-11T13:37Z 18.5K followers, [---] engagements "Not April Fools: Venture Capital investment in crypto and blockchain companies topped $10bn in Q1 [----]. π" [X Link](https://x.com/glxyresearch/status/1509902890382602265) 2022-04-01T14:37Z 18.5K followers, [--] engagements "Some of our research team celebrating crypto winter" [X Link](https://x.com/glxyresearch/status/1600625393219903488) 2022-12-07T22:56Z 18.5K followers, [--] engagements "Transaction fees on the #Bitcoin network yesterday reached their highest point in [--] years both by mean sats/vbyte per transaction in daily cumulative fees paid. Half of all transactions yesterday related to BRC-20 transactions. π€" [X Link](https://x.com/glxyresearch/status/1653827051533508626) 2023-05-03T18:21Z 18.5K followers, 87.8K engagements "The value of real world assets (RWAs) on-chain crossed the $3 billion mark on August [--] (now at $3.1 billion). This exceeds the value of their previous all-time high of $2.75 billion (set in April 2022) by 13%" [X Link](https://x.com/anyuser/status/1697617833075568977) 2023-09-01T14:30Z 18.5K followers, 10.7K engagements "More than 2/3 of USDC txs on @solana are transfers of less than $100 and more than 1/3 of USDC txs are transfers between $1-$10. The high frequency of small dollar-denominated txs on Solana highlights the network's potential for supporting payments activity" [X Link](https://x.com/anyuser/status/1710364124910162081) 2023-10-06T18:39Z 18.5K followers, 113.4K engagements "RWA is one of the fastest growing categories of DeFi. From Treasuries to Private Credit many different types of RWAs have recently been launched on-chain. In this report we give an overview of RWAs and their growth in [----]. π§΅on the main takeaways π https://www.galaxy.com/insights/research/overview-of-on-chain-rwas/ https://www.galaxy.com/insights/research/overview-of-on-chain-rwas/" [X Link](https://x.com/anyuser/status/1710382232328900675) 2023-10-06T19:51Z 18.5K followers, 13.7K engagements "The notional amount of open interest on CME #bitcoin current month futures neared $3bn yesterday having tripled over the last week" [X Link](https://x.com/glxyresearch/status/1720155823660323157) 2023-11-02T19:08Z 18.5K followers, 29.6K engagements "#BlockYourCalendar" [X Link](https://x.com/glxyresearch/status/1741888028824522764) 2024-01-01T18:24Z 18.5K followers, [----] engagements "T-minus [--] days until #bitcoins 4th halving" [X Link](https://x.com/glxyresearch/status/1775533316373918136) 2024-04-03T14:38Z 18.5K followers, [----] engagements "One of our interns just showed this to us and now we cant unsee it" [X Link](https://x.com/glxyresearch/status/1801640666088313201) 2024-06-14T15:39Z 18.5K followers, [----] engagements "Since launch the Ethereum ETFs are trading significantly less volume than the Bitcoin ETFs well below the ETH/BTC CEX volume & market cap ratios. This is the result of several factors not the least of which is that prime trading desks don't yet offer margin on the ETH ETFs" [X Link](https://x.com/anyuser/status/1828490424954298574) 2024-08-27T17:51Z 18.5K followers, 49.2K engagements "Ethereum L1 protocol revenue from Layer 2s is almost zero since the Dencun upgrade" [X Link](https://x.com/anyuser/status/1832461143354306811) 2024-09-07T16:49Z 18.5K followers, 85.4K engagements "Current election betting odds & forecasts as of October [--] [----] at 11am ET" [X Link](https://x.com/glxyresearch/status/1850918560169668796) 2024-10-28T15:12Z 18.5K followers, 31.3K engagements "Bitcoin ETFs in the U.S. had their biggest ever inflow day on Thursday November [--] taking in a whopping $1.375bn and driving BTC to new all-time highs. The haul bested the prior biggest net-inflow day of March [--] [----] which saw $1bn of net inflows" [X Link](https://x.com/glxyresearch/status/1855250614780916156) 2024-11-09T14:06Z 18.5K followers, [----] engagements "After taking in $650m over the last [--] days the cumulative net flows into Ethereum ETFs are finally positive for the first time since launch on July 23" [X Link](https://x.com/glxyresearch/status/1856717081149931741) 2024-11-13T15:13Z 18.5K followers, [----] engagements "π¨ Crypto Predictions for [----] from @glxyresearch Featuring. bitcoin and ether price ETHBTC both Dogecoin and D.O.G.E. stablecoins defi L2s policy VC and more. Here are the predictions we just sent to @galaxyhq clients and counterparties π" [X Link](https://x.com/glxyresearch/status/1872696283011662131) 2024-12-27T17:29Z 18.5K followers, 297.6K engagements "01 - Bitcoin will cross $150k in H1 and test or best $185k in Q4 [----]. A combination of institutional corporate and nation state adoption will propel Bitcoin to new heights in [----]. Throughout its existence Bitcoin has appreciated faster than all other asset classes particularly the S&P [---] and gold and that trend will continue in [----]. Bitcoin will also reach 20% of Golds market cap. -@intangiblecoins" [X Link](https://x.com/anyuser/status/1872696287797154170) 2024-12-27T17:29Z 18.5K followers, 33.9K engagements "02 - The U.S. spot Bitcoin ETPs will collectively cross $250bn AUM in [----]. In [----] the Bitcoin ETPs collectively took in more than $36bn in net inflows making them the best ETP launch as a cohort in history. Many of the worlds major hedge funds bought the Bitcoin ETPs including Millennium Tudor and D.E. Shaw while the State of Wisconsin Investment Board (SWIB) bought a position according to 13F filings. After just [--] year the Bitcoin ETPs are only 19% away ($24bn) from flipping the AUM of all the U.S. physical gold ETPs. -@intangiblecoins" [X Link](https://x.com/glxyresearch/status/1872696296890384814) 2024-12-27T17:29Z 18.5K followers, 23.7K engagements "03 - Bitcoin will again be among the top performers on a risk-adjusted basis among global assets in [----]. The AUM comparison above is due to both record inflows and Bitcoin price appreciation throughout [----]. Indeed Bitcoin is the 3rd best performing asset on a risk adjusted basis when compared to a basked of equities fixed income securities indices and commodities. Notably the best Sharpe ratio belongs to MicroStrategy a self-described bitcoin treasury company. -@intangiblecoins" [X Link](https://x.com/glxyresearch/status/1872696304557580528) 2024-12-27T17:29Z 18.5K followers, 20.7K engagements "04 - At least one top wealth management platform will announce a 2% or higher recommended Bitcoin allocation. For a variety of reasons including seasoning periods internal education compliance requirements and more no major wealth manager or asset management firm has yet officially added a Bitcoin allocation recommendation to investment-advised model portfolios. That will change in [----] and this will further swell the flows and AUM of U.S. spot-based Bitcoin ETPs. -@intangiblecoins" [X Link](https://x.com/glxyresearch/status/1872696313533382958) 2024-12-27T17:29Z 18.5K followers, 19.3K engagements "05 - Five Nasdaq [---] companies and five nation states will announce they have added Bitcoin to their balance sheets or sovereign wealth funds. Whether for strategic portfolio diversification or trade settlement reasons Bitcoin will begin finding a home on the balance sheets of major corporate and sovereign allocators. Competition among nation states particularly unaligned nations those with large sovereign wealth funds or even those adversarial to the United States will drive the adoption of strategies to mine or otherwise acquire Bitcoin. -JW" [X Link](https://x.com/glxyresearch/status/1872696324824678617) 2024-12-27T17:29Z 18.5K followers, 22.7K engagements "06 - Bitcoin developers will reach consensus on the next protocol upgrade in [----]. Since [----] Bitcoin Core developers have debated on which opcode(s) could safely enhance transaction programmability. As of December [----] the two most supported pending opcodes for transaction programmability include OP_CTV (BIP 119) and OP_CAT (BIP 347). Since Bitcoins inception reaching consensus on soft forks has been a time-consuming and rare feat but consensus will emerge in [----] to include OP_CTV OP_CSFS and/or OP_CAT in the next soft fork upgrade although that upgrade will not activate in 2025." [X Link](https://x.com/anyuser/status/1872696330566382055) 2024-12-27T17:29Z 18.5K followers, 81.6K engagements "07 - More than half the top [--] publicly traded Bitcoin miners by market cap will announce transitions to or enter partnerships with hyperscalers AI or high-performance compute firms. Growing demands for compute deriving from AI will lead Bitcoin miners to increasingly retrofit build or co-locate HPC infrastructure alongside their Bitcoin mines. This will limit hashrate YoY hashrate growth which will end [----] at [---] zetahash. -@intangiblecoins @SimritDhinsa" [X Link](https://x.com/glxyresearch/status/1872696336308433182) 2024-12-27T17:29Z 18.5K followers, 23.2K engagements "08 - Bitcoin DeFi recognized as the total amount of BTC locked in DeFi smart contracts and deposited in staking protocols will almost double in [----]. As of December [----] over $11bn of wrapped versions of BTC are locked in DeFi smart contracts. Notably over 70% of this locked BTC is used as collateral on lending protocols. Through Bitcoins largest staking protocol Babylon there is approximately $4.2bn in additional deposits. The Bitcoin DeFi market currently valued at $15.4 billion is expected to expand significantly in [----] across multiple vectors including existing DeFi protocols on Ethereum" [X Link](https://x.com/glxyresearch/status/1872696342587285809) 2024-12-27T17:29Z 18.5K followers, 32.7K engagements "09 - Ether will trade above $5500 in [----]. A relaxation of regulatory headwinds for DeFi and staking will propel Ether to new all-time highs in [----]. New partnerships between DeFi and TradFi perhaps conducted inside new regulatory sandbox environments will finally allow traditional capital markets to experiment with public blockchains in earnest with Ethereum and its ecosystem seeing the lions share of use. Corporations will increasingly experiment with their own Layer [--] networks mostly based on Ethereum technology. Some games utilizing public blockchains will find product-market fit and NFT" [X Link](https://x.com/glxyresearch/status/1872696358244892911) 2024-12-27T17:29Z 18.5K followers, 27.5K engagements "10 - Ethereum staking rate will exceed 50%. The Trump administration is likely to offer greater regulatory clarity and guidance for the crypto industry in the U.S. Among other outcomes it is likely that spot-based ETH ETPs will be allowed to stake some percentage of the ETH they hold on behalf of shareholders. Demand for staking will continue to rise next year and likely exceed half of Ethereum circulating supply by the end of [----] which will prompt Ethereum developers to more seriously consider changes to network monetary policy. More importantly the rise in staking will fuel greater demand" [X Link](https://x.com/anyuser/status/1872696362468295156) 2024-12-27T17:29Z 18.5K followers, 21.6K engagements "11 - The ETH/BTC ratio will trade below [----] in [----] but will finish the year above [----]. The ETH/BTC ratio one of the most-watched pairs in all of crypto has been on a perilous downward trend since Ethereum switched to proof-of-stake in September 2022s Merge upgrade. However anticipated regulatory shifts will uniquely support Ethereum and its app-layer particularly DeFi re-igniting investor interest in the worlds second-most valuable blockchain network. -@intangiblecoins" [X Link](https://x.com/anyuser/status/1872696377622290657) 2024-12-27T17:29Z 18.5K followers, 32.5K engagements "12 - L2s as a collective will generate more economic activity than Alt L1s over [----]. L2 fees as a % of Alt L1s fees (currently mid-single digits) will end the year above 25% of aggregate Alt L1 fees. L2s will approach scaling limits early in the year leading to frequent surges in transaction fees that will require a change to gas limits & blob market parameters. However other tech solutions such as (e.g. Reth client or altVMs like Arbitrum Stylus) will provide greater efficiencies for rollups to keep transaction costs at usable levels. -@FullNodeChuck" [X Link](https://x.com/anyuser/status/1872696382185730277) 2024-12-27T17:29Z 18.5K followers, 16.7K engagements "13 - DeFi will enter its dividend era as onchain applications distribute at least $1 billion of nominal value to users and token holders from treasury funds and revenue sharing. As DeFi regulation becomes more defined value sharing by onchain applications will expand. Applications like Ethena and Aave have already initiated discussionsor passed proposals to implement their fee switchesthe infrastructure enabling value distribution to users. Other protocols that previously rejected such mechanisms including Uniswap and Lido may reconsider their stance due to regulatory clarity and competitive" [X Link](https://x.com/glxyresearch/status/1872696395729387533) 2024-12-27T17:29Z 18.5K followers, 16.1K engagements "14 - Onchain governance will see a resurgence with applications experimenting with futarchic governance models. Total active voters will increase by at least 20%. Onchain governance has historically faced two problems: 1) lack of participation and 2) lack of vote diversity with most proposals passing by landslides. Easing regulatory tension which has been a gating factor to voting onchain and the recent success of Polymarket suggests these two points are set to improve in [----] however. In [----] applications will begin turning away from traditional governance models and towards futarchic ones" [X Link](https://x.com/anyuser/status/1872696400200269989) 2024-12-27T17:29Z 18.5K followers, 22.6K engagements "15 - The worlds top four custody banks will custody digital assets in [----]. The Office of the Comptroller of the Currency (OCC) will create a pathway for national banks to custody digital assets leading the worlds top four custody banks to offer digital asset services: BNY State Street JPMorgan Chase and Citi. -@intangiblecoins" [X Link](https://x.com/glxyresearch/status/1872696405602779627) 2024-12-27T17:29Z 18.5K followers, 14.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@glxyresearch Galaxy ResearchGalaxy Research posts on X about bitcoin, crypto, onchain, ethereum the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence cryptocurrencies finance stocks exchanges technology brands countries travel destinations social networks currencies events
Social topic influence bitcoin, crypto, onchain #794, ethereum, solana, alltime, defi, more than, stablecoins, in the
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) Solana (SOL) Litecoin (LTC) Galaxy Digital Inc. (GLXY) Arbitrum (ARB) Shopify Inc (SHOP) Raydium (RAY) Zcash (ZEC) Coinbase Global Inc. (COIN) World Liberty Financial (WLFI) USDC (USDC) Dogecoin (DOGE)
Top posts by engagements in the last [--] hours
"We explore: - Why blockchains need to scale - Why many believe a layered approach is the superior scaling method - What the L2 ecosystem looks like today adoption and assessments of pros and cons for each design - Where competition among L2 solutions may go in the future"
X Link 2021-09-17T17:58Z 11.6K followers, [--] engagements
"Like most things in the crypto ecosystem Layer [--] designs come with tradeoffs. @fullnodechuck breaks them down for us Read our report on Layer [--] networks to learn the state of these emerging scaling solutions"
X Link 2021-09-29T15:25Z 11.6K followers, [--] engagements
"Yesterday @FATFNews released its long-awaited guidance for jurisdictions enacting rules for digital assets and service providers. In a new report @FullNodeChuck breaks down the guidance which is less scary than some expected though questions remain. https://docsend.com/view/25rcq9x6uspc9seb https://docsend.com/view/25rcq9x6uspc9seb"
X Link 2021-10-29T12:23Z 11.6K followers, [--] engagements
"We don't have a name yet (one is coming soon). Suggest a name in the replies"
X Link 2022-03-18T16:17Z 16.1K followers, [--] engagements
"The Litecoin network completed its third halving on Wednesday August [--] at block height #2520000"
X Link 2023-08-04T15:17Z 10.4K followers, [---] engagements
"Halving events are scheduled reductions in block rewards that occur automatically on Litecoin every [------] blocks approximately [--] years. These events are modelled after Bitcoin halving events which similarly reduce issuance of coins by 50% every roughly [--] years"
X Link 2023-08-04T15:17Z 10.4K followers, [--] engagements
"Due to the impact on coin supply halvings are major events for cryptocurrency traders that often spark increased trading activity and speculation. Halvings are also important events impacting the mining economics"
X Link 2023-08-04T15:17Z [----] followers, [--] engagements
"Miners are the stakeholders of a proof-of-work blockchain who compete with computation to append new blocks and earn block issuance rewards. Post-halving Litecoin miners are earning 50% less in rewards"
X Link 2023-08-04T15:17Z 10.4K followers, [--] engagements
"In lieu of increased revenue from transaction fees or a boost in LTC price several Litecoin miners may find it uneconomical to continue operating mining machines"
X Link 2023-08-04T15:17Z 10.4K followers, [--] engagements
"A recurring question in both the Litecoin and Bitcoin communities is whether miner economics will continue to be sustainable over the course of several more halvings still to come"
X Link 2023-08-04T15:17Z 10.4K followers, [--] engagements
"Join the best team in #Bitcoin mining for a webinar discussion of their incredible Galaxy Research mid-year mining report This Thursday Aug. [--] @ 1PM ET Register free for the webinar here π"
X Link 2023-08-14T15:21Z 10.4K followers, [----] engagements
"Hear from experts like @bitcoinbeezy @GuerillaV2 @SimritDhinsa @samellkay on the state and future of the #Bitcoin mining industry as we approach 2H23 and even next years 4th halving"
X Link 2023-08-14T15:23Z 10.4K followers, [---] engagements
"played a strong hand in driving Base TPS on August [--]. On this day the application was responsible for more than [------] transactions accounting for 38% of all Base activity"
X Link 2023-08-25T13:01Z 10.4K followers, [---] engagements
"We wrote about @friendtech last week in our newsletter"
X Link 2023-08-25T13:01Z 10.4K followers, [---] engagements
"Since February [----] monthly NFT trading volumes declined for [--] consecutive months. August [----] was the worst month for NFTs this year generating $306mn in volume down 263% from this year's all-time high of $1.1bn in February 2023"
X Link 2023-09-08T14:03Z 10.4K followers, [----] engagements
"Despite the unfavorable market conditions for NFTs in [----] Ordinals accounted for 32% of all NFT volume in May"
X Link 2023-09-08T14:03Z 10.4K followers, [--] engagements
"In [----] Bitcoin managed to accumulate the third highest NFT volume at $528mn. Even when excluding BRC-20's from Bitcoins total Ordinal volume Bitcoin remains as the third most popular chain for NFT activity"
X Link 2023-09-08T14:03Z 10.4K followers, [---] engagements
"To learn more about the Ordinals ecosystem check out this Galaxy Research report:"
X Link 2023-09-08T14:03Z 10.4K followers, [---] engagements
"@CBOE @SECGov There are [--] outstanding spot BTC ETF products also under review by the SEC as of September [--] [----]. The final deadline for the approval of most of these ETF applications is March [--] 2024"
X Link 2023-09-11T19:08Z 10.4K followers, [--] engagements
"@CBOE @SECGov Optimism about a potential approval for a spot BTC or ETH product has grown significantly in recent weeks following @Grayscale's court victory against the SEC"
X Link 2023-09-11T19:08Z 10.4K followers, [--] engagements
"@CBOE @SECGov @Grayscale It will be important to watch for a possible appeal by the SEC over the courts ruling in the coming weeks. The more time that passes without an appeal the greater chances that the SEC may be leaning towards working with Grayscale to ultimately approve its spot BTC ETF product"
X Link 2023-09-11T19:09Z 10.4K followers, [---] engagements
"@CBOE @SECGov @Grayscale For more insights on the top stories in the #crypto industry from the past week sign-up for Galaxy Research's weekly newsletter:"
X Link 2023-09-11T19:09Z 10.4K followers, [---] engagements
"Since the collapse of $UST in mid [----] the share of stablecoin market capitalization commanded by algorithmic stablecoins has dwindled from 12.56% ($23.5 bn) at its peak to 1.5% ($1.9 bn) today"
X Link 2023-09-27T15:27Z 10.1K followers, [----] engagements
"Given the rapid pace of rollup adoption especially with the OP Stack and the new cohorts that are being brought on-chain for the first time by projects like Base and Worldcoin its important to consider the differing security models underlying each rollup"
X Link 2023-09-27T22:45Z 10.4K followers, [---] engagements
"Unlike @arbitrums 1st grant program detailed in AIP [--] on-chain activity appears to be responding positively to Arbitrums latest grant program (AIP 9) which has a 15x larger ask of $ARB tokens. A short π§΅on AIP 9: https://www.tally.xyz/gov/arbitrum/proposal/92535731414466076465748260699234569033779695239254902723866669906112586724812 https://www.tally.xyz/gov/arbitrum/proposal/92535731414466076465748260699234569033779695239254902723866669906112586724812"
X Link 2023-10-03T14:30Z 14.6K followers, [----] engagements
"@arbitrum AIP [--] proposes that the Arbitrum Foundation allocate up to [--] million $ARB to fund project grants through January [----]. The amount of ARB allotted to recipient projects will be based on criteria such as project lifetime TVL or cumulative volume recorded to-date"
X Link 2023-10-03T14:31Z 10.4K followers, [---] engagements
"@solana In the last [--] months the Solana Foundation announced [--] major payments integrations with @Shopify and @Visa. Solana's fast finality and low fees are the main reasons why users and companies find the network attractive for payments"
X Link 2023-10-06T18:41Z 10.4K followers, [----] engagements
"@solana @Shopify @Visa However one of Solana's biggest criticisms over the past few years has been the frequency of outages. The last time there was downtime on Solana was in Feb [----]. For a comprehensive breakdown of Solana its strengths and weaknesses read this report:"
X Link 2023-10-06T18:43Z 10.4K followers, [----] engagements
"Key Takeaways - Non-stablecoin RWAs grew by $1.05bn in [----] $855.7m (82%) of which has come from yield-bearing assets. - Most of the demand for RWAs is driven by crypto native users. - Total market cap of RWAs is still 9.6% below the all-time high reached back in April 2022"
X Link 2023-10-06T19:52Z 10.4K followers, [----] engagements
"@FTI_Global @WisdomTreeFunds @centrifuge [--]. Real Estate π Onchain real estate grew the least in $ terms of all the yield-bearing RWAs. Real Estate assets grew by $90m (102% growth) from Jan [--] to Sept [--]. The total value of tokenized assets representing fractionalized claims on real estate in some cases is $178m"
X Link 2023-10-06T19:54Z 10.4K followers, [---] engagements
"In the latest Galaxy Research Report we analyze the crypto VC sector in Q3 [----]. The report highlights the crypto sectors that received the most funding and which types of deals dominated VC deal flow in Q3 2023"
X Link 2023-10-13T19:05Z [----] followers, [----] engagements
"Overall Crypto VC still hasnt bottomed. In terms of both deals done and total capital invested Q3 was the lowest quarter since Q4 [----]. Crypto and blockchain startups raised less money across the last [--] quarters combined than they did in just Q1 2022"
X Link 2023-10-13T19:05Z 10.4K followers, [--] engagements
"Deal Count Most deals completed in Q3 [----] involved startups at the Series A stage with pre-seed deal count receding slightly QoQ"
X Link 2023-10-13T19:05Z 10.4K followers, [--] engagements
"The sectors with the largest share of deals at later stages were Banking Layer [--] and Layer [--] while the sectors with the largest share of deals at the pre-seed stage were Custody Wallets and Ventures"
X Link 2023-10-13T19:05Z 10.4K followers, [--] engagements
"Capital Invested In terms of capital invested earlier stage deals (Pre-Seed Seed and Series A) accounted for the vast majority of investment (83.5%) vs. later stage deals (16.5%). This continues a trend from last quarter"
X Link 2023-10-13T19:05Z 10.4K followers, [--] engagements
"Startups in Trading Exchange Investing and Lending led in venture capital funding securing $611m (32.5% of the total). Meanwhile Web3 NFTs Gaming DAOs and Metaverse startups clinched the second spot for the second consecutive quarter raising $266.5m (14.2% of the total"
X Link 2023-10-13T19:06Z 10.4K followers, [--] engagements
"A new challenger emerges Flooring Protocol has ranked 3rd in NFT transaction volume behind Blur & OpenSea for the last two days"
X Link 2023-10-17T19:49Z 10.4K followers, [----] engagements
"Among L2 rollups #Optimism and #Arbitrum have seen the highest amount of net deposits YTD. There has been $631m in net inflows on Optimism and $1.67b on Arbitrum. #Polygon and #zkSyncEra have seen the most value flight YTD with net outflows of $393m and $171m respectively"
X Link 2023-11-02T20:24Z 10K followers, [----] engagements
"@novogratz @galaxyhq @InvescoUS Happy Birthday Bitcoin Great beat by @intangiblecoins and we love to see @BeimnetAbebe and @christine_dkim in there"
X Link 2024-01-03T13:55Z 10.4K followers, [--] engagements
"In October [----] we asked what would be @opensea's share of NFT marketplace trading volume. Most said 40-60% and only 24% said less than 40%. In [----] @blur_io dominated with 67% of volume and OpenSea logged 29%. (h/t @hiroto_btc) What will be OpenSeas share of Ethereum-based NFT trading volume in [--] year (Today its 80%) What will be OpenSeas share of Ethereum-based NFT trading volume in [--] year (Today its 80%)"
X Link 2024-01-16T23:30Z 10.4K followers, [----] engagements
"OG @TimDraper talks Bitcoin as platform on @Crypto: There was a lot of experiments with a lot of other tokens now the programmers are saying we want defi we want NFTs (which are now called Ordinals). so they choose a few successful applications to bring back to bitcoin"
X Link 2024-01-30T18:01Z 10.4K followers, [----] engagements
"Read Alexs (@intangiblecoins) take on the SECs reported investigation of the Ethereum Foundation from this weeks Weekly Research Brief from @glxyresearch"
X Link 2024-03-22T22:17Z 10.7K followers, [---] engagements
"TLDR: Enforcing against EF for original presale almost [--] years after it concluded would be highly irregular but a middle path would be to enforce against the primary sales but not the ongoing secondary trading of ETH. It does increase pessimism of soon ETH ETF approval"
X Link 2024-03-22T22:17Z 10.7K followers, [---] engagements
"The cost to borrow on-chain has been steadily rising since bottoming in September/ October of [----]. From that point the average cost to borrow the stablecoins pictured above has risen nearly ten times from 1.5%"
X Link 2024-04-12T20:54Z 10.8K followers, [---] engagements
"Subscribe to our Galaxy Research newsletter for more info like this https://www.galaxy.com/subscribe-to-research/ https://www.galaxy.com/subscribe-to-research/"
X Link 2024-04-12T20:54Z 10.8K followers, [---] engagements
"The number of daily active addresses (DAAs) using notable Ethereum Layer 2s reached an all-time high of [---] million active addresses on March [--] [----]. As of April [--] [----] there are [----] million daily active addresses"
X Link 2024-04-19T14:13Z 11K followers, [---] engagements
"The chart above includes daily active addresses for Arbitrum Optimism zkSync Era Linea Base Scroll and Zora and categorizes them by addresses that appear on one L2 and those that appear on more than one L2 each day"
X Link 2024-04-19T14:13Z 11K followers, [--] engagements
"Want to dive deeper into Arthurs thesis Alex Thorn @intangiblecoins just sat down with Arthur in Singapore to lay it all out. Watch the full episode of @galaxy__brains on YouTube here: https://youtu.be/Z5uLzquyn1I https://t.co/aISf3l9jhx https://youtu.be/Z5uLzquyn1I https://t.co/aISf3l9jhx"
X Link 2024-10-14T22:46Z 11.6K followers, [---] engagements
"Yesterday (Oct 29) was the 3rd biggest net inflow day for US spot Bitcoin ETFs. Only March [--] and June [--] were bigger"
X Link 2024-10-30T18:49Z 16.6K followers, [----] engagements
"Current presidential election odds and forecasts as of October [--] [----] at 11am ET"
X Link 2024-10-31T15:16Z 16.6K followers, [----] engagements
"Current presidential election odds and forecasts as of November [--] [----] at 12pm ET"
X Link 2024-11-01T16:01Z 11.7K followers, [----] engagements
"Current presidential election odds and forecasts as of November [--] [----] at 2pm ET"
X Link 2024-11-02T18:21Z 11.7K followers, [----] engagements
"Current presidential election odds and forecasts as of 9am ET November [--] 2024"
X Link 2024-11-03T14:31Z 11.7K followers, [----] engagements
"Current presidential election odds and forecast as of 8am ET November [--] 2024"
X Link 2024-11-04T13:59Z 11.8K followers, [----] engagements
"Fascinating view of BTCUSD and Trumps @Polymarket odds on election night via @ZackPokorny_"
X Link 2024-11-08T17:13Z 11.8K followers, [----] engagements
"Flows into BTC spot ETFs have accelerated significantly since the U.S. elections. Cumulative net inflows now total more than $34bn"
X Link 2024-12-10T18:20Z 11.9K followers, [---] engagements
"ETF inflows have accelerated meaningfully over the last [--] weeks. Ethereum ETFs turned positive on a cumulative basis for the first time since launch after Nov. 5"
X Link 2024-12-17T14:54Z 12K followers, [---] engagements
".@aave holders are voting to extend to @worldlibertyfi a license to Aave v3 with the vote ending at 4:24AM on Dec. [--] [----]. Currently [------] AAVE are in favor [------] AAVE abstaining and no votes against. The vote is likely to pass. Although only 6.3% of circulating AAVE supply has voted the the last [---] Aave governance proposals averaged [------] AAVE votes cast. Absent a large holder coming in irregularly to vote against we expect this vote to pass. Both AaveDAO governance and Word Liberty Financial community approval are subsequently required to finalize the arrangement"
X Link 2024-12-17T20:02Z 12K followers, [----] engagements
"16 - There will be at least ten stablecoin launches backed by TradFi partnerships. From [----] to [----] stablecoins have experienced rapid growth with the number of projects now reaching [---] including several with strong ties to traditional finance (TradFi). Beyond the number of stablecoins launched their transaction volumes growth has outpaced that of major payment networks like ACH (1%) and Visa (7%). In [----] stablecoins are increasingly interwoven into the global financial system. For example the U.S.-licensed FV Bank now supports direct stablecoin deposits and Japan's three largest banks"
X Link 2024-12-27T17:29Z 13.9K followers, 13.2K engagements
"Who has been moving bitcoin onchain (selling) since the Jan. [--] [----] all-time high - top sellers (of course) - range traders - chopsolidation profit takers - Nov. '22 bottom buyers"
X Link 2025-02-05T13:45Z 14.5K followers, [----] engagements
"Galaxy Tradings Connor Finemore makes his first appearance on @galaxy__brains to discuss macro equity and bitcoin markets. Who has been selling equities since the inauguration Connor gives us insights"
X Link 2025-03-28T16:17Z 14.7K followers, [----] engagements
"The number of Bitcoin daily active addresses is still trending negatively from the high of [----] million reached in January [----]. The current dynamic of price grinding higher against declining daily active addresses is a defining aspect of the bullish trend that started in December [----] as in past cycles new all-time highs in price were met by all-time highs in daily active addresses"
X Link 2025-05-23T12:33Z 14.9K followers, [---] engagements
"U.S. Bitcoin ETFs and @MicroStrategy have combined to purchase the entire Bitcoin block reward (net new issuance) every month in [----] except February"
X Link 2025-07-07T18:39Z 15.1K followers, [--] engagements
"Congresss Crypto Week Delivers by @intangiblecoins https://t.co/SdTq3ApGta https://t.co/SdTq3ApGta"
X Link 2025-07-20T15:34Z 15.5K followers, [----] engagements
"Onchain Crypto Infra Shines in $PUMP ICO by @Uptodatenow https://www.galaxy.com/insights/research/onchain-crypto-infrastructure-pump-token-trading-ico https://www.galaxy.com/insights/research/onchain-crypto-infrastructure-pump-token-trading-ico"
X Link 2025-07-20T15:34Z 15.5K followers, [---] engagements
"Ethereum as a corporate treasury asset by @mustbetherosas https://www.galaxy.com/insights/research/beyond-btc-ethereum-as-a-corporate-treasury-asset https://www.galaxy.com/insights/research/beyond-btc-ethereum-as-a-corporate-treasury-asset"
X Link 2025-07-20T15:34Z 15.5K followers, [----] engagements
"Hyperliquids L1 begins to find its footing by @owenswill14 & @Uptodatenow https://www.galaxy.com/insights/research/hyperliquids-l1-begins-to-find-its-footing https://www.galaxy.com/insights/research/hyperliquids-l1-begins-to-find-its-footing"
X Link 2025-07-20T15:34Z 15.5K followers, [---] engagements
"Why are Bitcoin treasury companies trading at such a high premium to NAV by @owenswill14 https://www.galaxy.com/insights/research/why-are-bitcoin-treasury-companies-trading-at-such-high-premiums-to-nav https://www.galaxy.com/insights/research/why-are-bitcoin-treasury-companies-trading-at-such-high-premiums-to-nav"
X Link 2025-07-20T15:34Z 15.5K followers, [----] engagements
"Can Binance Smart Chain sustain its roaring comeback by @Uptodatenow https://www.galaxy.com/insights/research/can-binance-smart-chain-sustain-its-roaring-comeback https://www.galaxy.com/insights/research/can-binance-smart-chain-sustain-its-roaring-comeback"
X Link 2025-07-20T15:34Z 15.5K followers, [---] engagements
"@christine_dkim Biggest week of all time for ETH ETF inflows π Ethereum ETFs had their biggest inflow week ever last week at $2.182bn more than 2x any prior week. The Ethereum ecosystem is feeling positive. Bitcoin ETFs saw their 7th biggest week last week at $2.385bn (2 weeks ago was the 5th biggest). The Bitcoiners are feeling positive. https://t.co/eG4fFn4erL Ethereum ETFs had their biggest inflow week ever last week at $2.182bn more than 2x any prior week. The Ethereum ecosystem is feeling positive. Bitcoin ETFs saw their 7th biggest week last week at $2.385bn (2 weeks ago was the 5th"
X Link 2025-07-21T18:48Z 15.5K followers, [---] engagements
"Here's a fuller version of our Phases of Cryptocurrency and Digital Asset Market Adoption graphic from page [--] created by @intangiblecoins"
X Link 2025-07-30T20:08Z 15.8K followers, [----] engagements
"Bitcoin dominates by far. However newer players are accumulating altcoins too"
X Link 2025-07-31T19:46Z 15.9K followers, [----] engagements
"Strategy and other players are sitting on massive unrealized gains"
X Link 2025-07-31T19:46Z 15.9K followers, [----] engagements
"Please note that $GLXY is not yet available on ANY automated market maker (like Orca or Raydium). Any $GLXY you see on ANY AMM as of today is fraudulent. It may be possible to trade $GLXY bilaterally with other allowlisted addresses. Register here: http://superstate.com/register http://superstate.com/register"
X Link 2025-09-03T16:03Z 16.3K followers, [----] engagements
"For example we are aware of this token trading on Raydium. The scammers NAMED their token our CA and they even grinded their CA with the first [--] characters of ours (2He). However their full contract address is 2HeAN2. whereas ours is 2HehXG1. Be careful out there"
X Link 2025-09-03T16:21Z 16.3K followers, [----] engagements
"Hester Peirce on single-sequencer L2s & securities: When youre talking about tokenizing securities if you have a matching engine thats essentially controlled by one entity then that looks a lot more like an exchange. @blockspacepod @GwartyGwart"
X Link 2025-09-08T12:22Z 16.3K followers, [----] engagements
"Our team @intangiblecoins @ThomasCowan93 @marcryptonio alluded to this in our whitepaper Introducing Tokenized GLXY last week in explaining why we chose Solana to issue $GLXY onchain. https://www.galaxy.com/insights/research/tokenized-glxy https://www.galaxy.com/insights/research/tokenized-glxy"
X Link 2025-09-08T12:22Z 16.4K followers, [---] engagements
"US treasury just sanctioned [--] UAE resident Iranian nationals who have both ETH and TRX addresses Most of the addresses' historical transfers involved USDT TRX ETH but primarily USDT"
X Link 2025-09-16T19:28Z 16.6K followers, [----] engagements
"Need a cheat-sheet for the landmark July report from the Presidents Working Group on Digital Assets Galaxy Research has you covered"
X Link 2025-09-21T14:00Z 16.6K followers, [----] engagements
"Read the PWG report piece by Jack Immanuel https://www.galaxy.com/insights/research/presidents-working-group-digital-asset-markets-report-summary https://www.galaxy.com/insights/research/presidents-working-group-digital-asset-markets-report-summary"
X Link 2025-09-21T14:00Z 16.6K followers, [---] engagements
"In Galaxy Grids debut episode Bitcoins new all-time high meets silence while Hyperliquid and Aster battle for Perp DEX dominance. The crew covers Zcashs shock rally Double Zeros SEC breakthrough and what futarchy means for crypto governance"
X Link 2025-10-07T17:23Z 16.7K followers, [---] engagements
"@FTI_Global @WisdomTreeFunds @centrifuge The Outlook [--]. Demand for yield is fueling RWA growth. 82% of the new value created in the RWAs this year has come from yield-bearing RWAs like tokenized private credit real estate and Treasuries. Yield-bearing RWA dominance has grown from 31% to 53%"
X Link 2023-10-06T19:54Z 18.5K followers, [---] engagements
"@FTI_Global @WisdomTreeFunds @centrifuge [--]. Most of the onchain demand for RWAs is driven by a small number of native crypto users as opposed to new crypto adopters or traditional investors moving onchain. The avg. age of user addresses interacting with RWA tokens predates the creation of these assets on-chain"
X Link 2023-10-06T19:54Z 18.5K followers, [---] engagements
"@Eichhoenchenche @TheRobynHD You cant see because of the scale of the chart but while it reached over $120bn at the time the chart was printed (and since the selloff into the mid-$90k range total BTC ETP AUM was $109bn)"
X Link 2024-12-29T14:24Z 17.7K followers, [---] engagements
"@svenesonn @NateGeraci Yes this is correct. At the time the chart was printed on Dec. [----] [----] there was $109bn in total AUM across the U.S. spot-based BTC ETPs. When BTC hit $108k that AUM was over $120bn"
X Link 2024-12-29T14:26Z 17.7K followers, [--] engagements
"U.S. spot-based Bitcoin ETPs added $934m yesterday the 8th largest daily inflow since the cohort launched in January [----]. In total the Bitcoin ETPs have taken in a whopping $44.3bn in cumulative inflows currently at all-time high"
X Link 2025-05-23T11:36Z 17.7K followers, [----] engagements
"US Bitcoin & Ethereum ETP flows have been negative for the last [--] weeks. Can they squeak out inflows this week"
X Link 2025-10-21T13:40Z 17K followers, [---] engagements
"This week on Galaxy Grid: a weekly video series from @glxyresearch. @intangiblecoins @TheThadP @ZackPokorny_ and @ninja_five_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now"
X Link 2025-10-22T13:45Z 18.4K followers, [----] engagements
"In this weeks episode the team debates whether the bull market is still intact after Octobers flash crash unpacks the U.S. governments 127K BTC seizure and breaks down how Wall Streets crypto push and MetaDAOs futarchy model are reshaping markets and governance"
X Link 2025-10-22T13:45Z 18.4K followers, [---] engagements
"This week on Galaxy Grid: a weekly video series from @glxyresearch. @intangiblecoins @TheThadP @ZackPokorny_ and @Uptodatenow unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now"
X Link 2025-10-28T21:07Z 17K followers, [----] engagements
"In this weeks episode the team dives into Ethereums leadership shake-up the rare case of a blockchain officially shutting down and how Washingtons crypto bill is gaining real traction in Congress. They also debate Bitcoins latest governance battle the so-called new civil war and what it means for the future of open networks"
X Link 2025-10-28T21:07Z 17K followers, [---] engagements
"From ecosystem adoption to technology innovation Solana is growing quickly and is at the forefront of the internet capital markets revolution. Our new in-depth report covers tech roadmap onchain and ecosystem growth DATs and ETFs and much more. π"
X Link 2025-10-30T15:26Z 17.7K followers, [----] engagements
"Read the whole report from @Uptodatenow here https://www.galaxy.com/insights/research/solana-firedancer-anza-alpenglow-internet-capital-markets https://www.galaxy.com/insights/research/solana-firedancer-anza-alpenglow-internet-capital-markets"
X Link 2025-10-30T15:26Z 17K followers, [--] engagements
"Prop AMMs now account for more than 50% of Solana DEX volume"
X Link 2025-10-30T15:26Z 17K followers, [--] engagements
"The battle of the perp DEXs pits Solana Aster Lighter against the king Hyperliquid"
X Link 2025-10-30T15:26Z 17K followers, [---] engagements
"There's much more in the report -- this is a 50+ page monster of a report with everything you need to know. Read the whole report from @Uptodatenow here https://www.galaxy.com/insights/research/solana-firedancer-anza-alpenglow-internet-capital-markets https://www.galaxy.com/insights/research/solana-firedancer-anza-alpenglow-internet-capital-markets"
X Link 2025-10-30T15:26Z 17K followers, [---] engagements
"This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @Uptodatenow @ZackPokorny_ and @ninja_five_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now"
X Link 2025-11-04T16:47Z 17.7K followers, [----] engagements
"In this weeks episode the team marks [--] years since the Bitcoin whitepaper breaks down the altcoin ETF wave led by new Solana listings and examines how Western Union is moving on-chain with a stablecoin built on Solana. They also explore X402 the internet-native payments protocol gaining momentum and the growing trend of TradFi firms turning to tokenization and IPOs"
X Link 2025-11-04T16:47Z 17.7K followers, [---] engagements
"This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @Uptodatenow @ZackPokorny_ and @owenswill14 unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now"
X Link 2025-11-11T18:37Z 17.7K followers, [----] engagements
"In this weeks episode the team debates whether boring is bullish for Bitcoin as volatility declines and examines the surge in privacy tokens like Zcash and Monero. They also unpack the $125M Balancer exploit the rise of pre-market perps ahead of Monads launch and what AI-written code means for DeFi security"
X Link 2025-11-11T18:37Z 17.7K followers, [---] engagements
"We sent a note to clients last night about Uniswaps fee switch proposal. We cant share the whole note but this thread has some of the key insights π"
X Link 2025-11-13T14:17Z 17.7K followers, [----] engagements
"Shoutout to our researcher Lucas Tcheyan @Uptodatenow for the excellent work. If you want to know the signal on Solana AI DeFi and more follow Lucas"
X Link 2025-11-13T14:17Z 17.7K followers, [---] engagements
"Uniswap monthly fees across all chains and deployments"
X Link 2025-11-13T14:17Z 17.7K followers, [--] engagements
"Uniswap fees by chain. Ethereum L1 still leads but has been eroded by Uniswap deployments on other infrastructure over the last few years"
X Link 2025-11-13T14:17Z 17.7K followers, [--] engagements
"The real question: once Uniswap has a revenue mechanism how will it stack up against competitors fundamentally"
X Link 2025-11-13T14:18Z 17.7K followers, [--] engagements
"The revenue meta is real. Regulatory changes are making it possible. Is this the way Read Lucass conclusion"
X Link 2025-11-13T14:18Z 17.7K followers, [---] engagements
"Read important disclaimers below This document and the information contained herein has been provided to you by Galaxy Digital Holdings LP and its affiliates (Galaxy Digital) solely for informational purposes. This document may not be reproduced or redistributed in whole or in part in any format without the express written approval of Galaxy Digital. Neither the information nor any opinion contained in this document constitutes an offer to buy or sell or a solicitation of an offer to buy or sell any advisory services securities futures options or other financial instruments or to participate"
X Link 2025-11-13T14:18Z 17.7K followers, [---] engagements
"The foregoing does not constitute a research report as defined by FINRA Rule [----] or a debt research report as defined by FINRA Rule [----] and was not prepared by Galaxy Digital Partners LLC. Similarly the foregoing does not constitute a research report as defined by CFTC Regulation 23.605(a)(9) and was not prepared by Galaxy Derivatives LLC. For all inquiries please email contact@galaxydigital.io. Copyright Galaxy Digital Holdings LP [----]. All rights reserved"
X Link 2025-11-13T14:18Z 17.7K followers, [---] engagements
"This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @Uptodatenow @TheThadP and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now"
X Link 2025-11-18T16:21Z 17.7K followers, [----] engagements
"The team breaks down the Czech National Banks historic Bitcoin purchase (the first ever by a central bank) and what it means for institutional adoption. They also dive into Uniswaps long-awaited fee switch the new wave of DeFi buyback programs and Chinas claim that the U.S. stole 127K BTC"
X Link 2025-11-18T16:21Z 17.7K followers, [---] engagements
"Earlier this month Galaxy submitted a comprehensive comment letter to the U.S. Treasury Department making recommendations how GENIUS Act should be implemented. Our own @intangiblecoins authored the 15-page letter in concert with Natalia Li Galaxys Head of U.S. Policy. Broadly speaking the letter focuses on promoting the adoption of USD stablecoins while protecting open-source developers ensuring compatibility with state and foreign jurisdictions clarifying uncertainties related to collateral and yield and researching and utilizing novel technologies to enhancing market integrity and promote"
X Link 2025-11-20T20:08Z 17.7K followers, 14.7K engagements
"This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @Uptodatenow @TheThadP and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now"
X Link 2025-11-25T22:00Z 17.7K followers, [----] engagements
"The team tackles whether Bitcoin has found a bottom weighing macro uncertainty ETF outflows and shifting sentiment across U.S. trading hours. They also unpack the NYT/ICIJ investigation into illicit onchain flows and why transparent blockchain data gives regulators more effective tools than TradFi ever did"
X Link 2025-11-25T22:00Z 17.7K followers, [---] engagements
"Plus: the Feds new supervisory guidance Solanas updated inflation proposal Monads mainnet launch Coinbases acquisition and more. Watch the full episode https://youtu.be/CGu0Jo_OoAk http://Vector.fun https://youtu.be/CGu0Jo_OoAk http://Vector.fun"
X Link 2025-11-25T22:00Z 17.7K followers, [---] engagements
"The team recaps Thanksgiving sentiment around Bitcoin and analyzes MicroStrategys move to hold 1.4B dollars in cash to avoid selling BTC into volatility. They also review Monads first week on mainnet and the rotation from meme coins toward prediction markets"
X Link 2025-12-02T20:27Z 17.8K followers, [---] engagements
"Plus insights on the Hyperliquid token unlock and what Ethereums Fusaka upgrade may mean for L2 fees and network activity in December. Watch the full episode: https://youtu.be/vy69QJnqNTw https://youtu.be/vy69QJnqNTw"
X Link 2025-12-02T20:27Z 17.8K followers, [---] engagements
"This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @ninja_five_ @Uptodatenow and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now"
X Link 2025-12-16T23:03Z 18.3K followers, [----] engagements
"The team recaps Solana Breakpoint takeaways including the shift from meme-driven activity toward internet capital markets market structure debates and efforts to regain perp DEX share from Hyperliquid. They also break down Tethers expanding footprint following the NYSE listing of Bitcoin treasury company Twenty One Capital"
X Link 2025-12-16T23:03Z 18K followers, [---] engagements
"Plus: TradFis continued convergence with crypto (Vanguard BofA Schwab) Strategys position in major equity indices Stripes new L1 Tempo testnet and what DTCCs tokenization no-action relief signals for US capital markets. Watch the full episode: https://youtu.be/Yqwl1tzB9A4 https://youtu.be/Yqwl1tzB9A4"
X Link 2025-12-16T23:03Z 17.8K followers, [---] engagements
"Galaxys Head of DeFi absolutely COOKED on this mainstage keynote at Breakpoint @marcryptonio makes a compelling point about blockchains being an answer to the youths disillusionment with existing systems"
X Link 2025-12-17T18:13Z 18.3K followers, 23.3K engagements
"Follow @marcryptonio Head of DeFi at @galaxyhq for more great content like this"
X Link 2025-12-17T18:13Z 18.1K followers, [----] engagements
"The speaker along with Galaxy holds a financial interest in Solana. Galaxy regularly engages in buying and selling Solana including hedging transactions for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in Solana. If the value of such assets increases those vehicles may benefit and Galaxys service fees may increase accordingly. For more information please refer to Galaxys public filings and statements. Cryptocurrencies Solana are inherently volatile and risky and ultimate market movements may not align with this"
X Link 2025-12-18T15:42Z 18.1K followers, [---] engagements
"Read the whole report here https://www.galaxy.com/insights/research/predictions-2026-crypto-bitcoin-defi https://www.galaxy.com/insights/research/predictions-2026-crypto-bitcoin-defi"
X Link 2025-12-19T19:59Z 18.4K followers, [----] engagements
"1 - BTC will reach $250k by year-end [----]. [----] is too chaotic to predict although new BTC all-time highs are still possible -@intangiblecoins"
X Link 2025-12-19T19:59Z 18.4K followers, [----] engagements
"2 - The total market cap of Internet Capital Markets on Solana will surge to $2 billion (its currently $750 million). -@Uptodatenow"
X Link 2025-12-19T19:59Z 18.4K followers, [----] engagements
"3 - At least one live general-purpose Layer-1 blockchain will enshrine a revenue-generating application to funnel value directly back to its native token. -@Uptodatenow"
X Link 2025-12-19T19:59Z 18.3K followers, 10.5K engagements
"6 - The ratio of application revenue to network revenue will double in [----]. As trading DeFi wallets and emerging consumer applications continue to dominate onchain fee generation value capture is increasingly shifting away from the base layer. -@Uptodatenow"
X Link 2025-12-19T19:59Z 18.2K followers, [----] engagements
"7 - The SEC will grant some form of exemptive relief for expanding the use of tokenized securities in DeFi under its innovation exemption program. -@intangiblecoins"
X Link 2025-12-19T19:59Z 18.2K followers, [----] engagements
"9 - Stablecoins will overtake ACH in transaction volume.Stablecoin velocity remains remarkably high compared to its traditional counterparts. We have seen a continued 30%-40% CAGR in stablecoin supply growth with transaction volume increasing in tandem. -@TheThadP"
X Link 2025-12-19T19:59Z 18.2K followers, [----] engagements
"10 - TradFi-partnered stablecoins will consolidate. Although many U.S. stablecoins launched in [----] the market is unlikely to support a long tail of widely used options. -@ninja_five_"
X Link 2025-12-19T19:59Z 18.2K followers, [----] engagements
"16 - Stablecoin interest rate volatility will remain tame and borrow costs will not exceed 10% through DeFi applications. As institutional participation in onchain borrowing and lending grows we should see a meaningful decline in rate volatility driven by deeper liquidity and stickier lower-velocity capital. -@ZackPokorny_"
X Link 2025-12-19T20:00Z 18.2K followers, [----] engagements
"17 - The combined market cap of privacy tokens will exceed $100b by end of [----]. Privacy tokens have gained significant traction in the last quarter of [----] with onchain privacy top of mind as investors park more money onchain. -@mustbetherosas"
X Link 2025-12-19T20:00Z 18.2K followers, [----] engagements
"18 - Weekly trading volumes on Polymarket will consistently exceed $1.5 billion in [----]. Prediction markets have become one of the fastest-growing categories in crypto with Polymarket already approaching $1 billion in weekly notional volume. -@owenswill14"
X Link 2025-12-19T20:00Z 18.4K followers, [----] engagements
"19 - More than [--] spot altcoin ETFs and another [--] crypto ETFs (excluding spot single-coin products) will launch in the U.S. Following the SECs approval of generic listing standards we expect the pace of spot altcoin ETF launches to accelerate in [----]. -@ninja_five_"
X Link 2025-12-19T20:00Z 18.4K followers, [----] engagements
"20 - U.S. spot crypto ETF net inflows will exceed $50 billion.2025 already generated $23 billion of net inflows and we expect that figure to accelerate in [----] as institutional adoption deepens. -@ninja_five_"
X Link 2025-12-19T20:00Z 18.4K followers, [----] engagements
"21 - A major asset-allocation platform will add bitcoin to its standard model portfolios. After three of the four wirehouses (Wells Fargo Morgan Stanley and Bank of America) lifted restrictions for advisors to recommend BTC to investors and endorsed a 1%4% allocation the next step is getting BTC products onto their recommended lists. -@ninja_five_ https://twitter.com/i/web/status/2002106699214434710 https://twitter.com/i/web/status/2002106699214434710"
X Link 2025-12-19T20:00Z 18.4K followers, [----] engagements
"22 - 15+ crypto companies will IPO or uplist in the U.S. In [----] [--] crypto-related companies (including Galaxy) successfully IPOd or uplisted in the U.S. With over [---] crypto and blockchain companies completing $50M+ private rounds since [----] we believe a sizable pipeline is now positioned to pursue U.S. listings. @ninja_five_"
X Link 2025-12-19T20:00Z 18.4K followers, [----] engagements
"23 - Five or more digital asset treasury companies (DATs) will be forced to sell assets be acquired or shut down completely. In Q2 [----] we saw the frenzy of DAT formation and starting in October market to net asset value (mNAV) multiples began to compress. BTC ETH and SOL DATs were trading at mNAVs below [--] on average at the time of writing. -@ninja_five_ https://twitter.com/i/web/status/2002106707007226170 https://twitter.com/i/web/status/2002106707007226170"
X Link 2025-12-19T20:00Z 18.4K followers, [----] engagements
"@TheThadP [--] - Payments following the x402 standard will reach 30% of Base daily transactions and 5% of Solana non-vote transactions in [----] signaling greater use of onchain rails for agentic interactions. -@Uptodatenow"
X Link 2025-12-19T20:01Z 18.4K followers, [----] engagements
"Read the full report here Read important disclaimers here: Participants along with Galaxy Digital hold a financial interest in Bitcoin Ethereum Hyperliquid Solana and Tether. Galaxy Digital regularly engages in buying and selling Bitcoin Ethereum Solana and Tether including hedging transactions for its own proprietary accounts and on behalf of its counterparties. Galaxy Digital also provides services to vehicles that invest in Bitcoin Ethereum Solana and Tether. If the value of such assets increases those vehicles may benefit and Galaxy Digitals service fees may increase accordingly. For more"
X Link 2025-12-19T20:02Z 18.4K followers, [----] engagements
"Despite BTC being -36% from all-time highs cumulative inflows into US spot Bitcoin ETFs are only -9% from their all-time highs. Onchain whales may be selling but brokerage account holders and institutions have remained remarkable steadfast during this bitcoin drawdown"
X Link 2025-12-26T21:42Z 18.4K followers, [----] engagements
"Ring in the new year with this great hit from our own @ZackPokorny_ from the floor or NYSE yesterday. π Zack discusses market dynamics record setting lending markets both on and off chain and what to expect in 2026"
X Link 2026-01-01T15:47Z 18.4K followers, [----] engagements
"This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @TheThadP @Uptodatenow and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now"
X Link 2026-01-13T18:53Z 18.4K followers, [----] engagements
"A pivotal week for crypto policy new prediction market drama MSCI punts on digital asset treasury firms and X launches Smart Cashtags with live crypto prices. Watch the full episode https://youtu.be/7iU0aTfhA7g https://youtu.be/7iU0aTfhA7g"
X Link 2026-01-13T18:53Z 18.4K followers, [---] engagements
"This week on Galaxy Grid a weekly video series from @glxyresearch. @intangiblecoins @ninja_five_ @Uptodatenow and @ZackPokorny_ unpack the stories shaping crypto what happened why it matters and whats next. Episode [--] is live now"
X Link 2026-01-20T15:58Z 18.5K followers, [----] engagements
"Crypto policy talks stall after Coinbase pulls support World Liberty Financial launches on Dolomite instead of Aave Bitmine backs MrBeast with a $200M investment and Jefferies replaces Bitcoin with gold over quantum risk concerns. Watch the full episode https://youtu.be/2LRRc7AnwyY https://youtu.be/2LRRc7AnwyY"
X Link 2026-01-20T15:58Z 18.4K followers, [----] engagements
"The team at Galaxy Digital Mining wrote an excellent white paper examining #bitcoins energy usage. Did you know that 19x more energy is lost in transmission than Bitcoin miners consume Great research hereand we open sourced our methodology. https://docsend.com/view/adwmdeeyfvqwecj2 https://docsend.com/view/adwmdeeyfvqwecj2"
X Link 2021-05-14T11:31Z 18.5K followers, [----] engagements
"@ciraxx Bitcoin minings energy consumption is unrelated to the networks transaction volume or throughput as explained in the report"
X Link 2021-05-14T15:29Z 18.5K followers, [--] engagements
"Yesterday a big BTC seller dumped on OTC markets sparking a price drop that expanded across the crypto market leading to the largest forced futures liquidations since May [--] [----]. report by @intangiblecoins & @kellyjgreer Thread below π§΅"
X Link 2021-09-08T14:01Z 18.5K followers, [---] engagements
"#Solana has been down - inoperable not producing new blocks or confirming new transactions - for several hours. it appears the most recent confirmed transactions were [---] minutes ago"
X Link 2021-09-14T14:08Z 18.5K followers, [---] engagements
"State channels Sidechains Rollups Blockchains are scaling via layers & if you want a clear view (and overview) of the emerging L2 ecosystem check out our new 35-page report by @FullNodeChuck Read the report here: https://docsend.com/view/cvivn2th9fbhsfje https://docsend.com/view/cvivn2th9fbhsfje"
X Link 2021-09-17T17:58Z 18.5K followers, [---] engagements
"Packed house for Day [--] of #Mainnet2021. Be sure to stop by the @GalaxyDigitalHQ booth on the fifth floor for a chat"
X Link 2021-09-21T15:28Z 18.5K followers, [--] engagements
"Big #bitcoin move up appears to have been initially sparked by large short that was liquidated at $45k on FTX during the 6-7am ET hour"
X Link 2021-10-01T12:45Z 18.5K followers, [--] engagements
"#Bitcoin and #crypto are surging. Here are [--] Metrics that Show How: 1/ BTC & Inflation Expectations: Since bottoming at $29k BTC has been on a 100-day run in tandem with inflation expectations. That means it's acting as both a risk-on asset AND a gold proxy. #bullish"
X Link 2021-10-19T17:07Z 18.5K followers, [---] engagements
"#bitcoins hashrate recovery following crackdowns in china has been nothing short of legendary"
X Link 2021-10-23T12:38Z 18.5K followers, [--] engagements
"#Bitcoins lightning network is seeing parabolic growth on the back of use in El Salvador simpler and more powerful DIY node options (i.e. @getumbrel) and increasing exchange and application adoption"
X Link 2021-10-25T12:37Z 18.5K followers, [---] engagements
"The median valuation in Q3 [----] for a VC deal for a crypto startup was $43m Thats up more than 4x from this time last year and more than 70% higher than the rest of the VC market. Crypto deals are π₯ and allocators are paying up to get into them π"
X Link 2021-10-26T11:34Z 18.5K followers, [--] engagements
"13 years ago today Satoshi Nakamoto released the #bitcoin white paper on the Cryptography Mailing list. I've been working on a new electronic cash system that's fully peer-to-peer with no trusted third party Satoshi said. Read Satoshis paper here: http://bitcoin.org/bitcoin.pdf http://bitcoin.org/bitcoin.pdf"
X Link 2021-10-31T11:01Z 18.5K followers, [---] engagements
"#Bitcoin surges to new all-time high on the back of the biggest inflation gain since [----]. Lately BTC has traded in line with inflation expectations - see weekly price change (log value) between [--] year break even yields & XBTUSD"
X Link 2021-11-10T15:34Z 18.5K followers, [--] engagements
"READY LAYER ONE ππ #Ethereum is the top smart contract platform but alternatives have grown dramatically over the last few quarters. What does the future hold for Layer [--] smart contract blockchain platforms Read our comprehensive new report here: http://L1.report http://L1.report"
X Link 2021-11-10T17:00Z 18.5K followers, [---] engagements
"We looked at Layer [--] smart contract chains in our READY LAYER ONE report. Some summary statistics from our findings are below. Read more http://L1.report http://L1.report"
X Link 2021-11-13T16:08Z 18.5K followers, [--] engagements
"We compiled specifications for running validator nodes on alt L1s. Some of these require a lot of firepower http://L1.report http://L1.report"
X Link 2021-11-16T10:51Z 18.5K followers, [---] engagements
"The market dip overnight saw $880m in liquidations across crypto. BTC annualized 3m rolling basis nearly halved dropping from a global exchange avg. of 12% to 6%. Most coins recovered from their early morning with BTC trading back above $60k from around 6am onward"
X Link 2021-11-16T13:25Z 18.5K followers, [--] engagements
"#Bitcoin has settled more than $12tn of value transacted YTD in [----]. For comparison PayPal settled $936bn in [----] and slightly over $600bn in the first half of this year"
X Link 2021-12-09T20:21Z 18.5K followers, [---] engagements
"53% of the top [---] cryptos by market cap are trading below their 200d moving average"
X Link 2021-12-14T19:02Z 18.5K followers, [--] engagements
"On Monday Terra flipped BSC in DeFi TVL to take over the second spot behind Ethereum. $LUNA $BNB"
X Link 2021-12-23T21:07Z 18.5K followers, [---] engagements
"More than $32bn was invested by VC firms into the crypto/blockchain ecosystem in [----]. $22bn of that total (68%) was raised in fundraising rounds with deal sizes over $100m"
X Link 2022-01-03T23:17Z 18.5K followers, [---] engagements
"Today we published the next installment in our Ready Layer One series: Digging into #Avalanche @FullNodeChuck goes deep in the worlds most extensive note on #AVAX ever written. Check it out https://docsend.com/view/nycckbk73qvsjwej https://docsend.com/view/nycckbk73qvsjwej"
X Link 2022-02-11T13:37Z 18.5K followers, [---] engagements
"Not April Fools: Venture Capital investment in crypto and blockchain companies topped $10bn in Q1 [----]. π"
X Link 2022-04-01T14:37Z 18.5K followers, [--] engagements
"Some of our research team celebrating crypto winter"
X Link 2022-12-07T22:56Z 18.5K followers, [--] engagements
"Transaction fees on the #Bitcoin network yesterday reached their highest point in [--] years both by mean sats/vbyte per transaction in daily cumulative fees paid. Half of all transactions yesterday related to BRC-20 transactions. π€"
X Link 2023-05-03T18:21Z 18.5K followers, 87.8K engagements
"The value of real world assets (RWAs) on-chain crossed the $3 billion mark on August [--] (now at $3.1 billion). This exceeds the value of their previous all-time high of $2.75 billion (set in April 2022) by 13%"
X Link 2023-09-01T14:30Z 18.5K followers, 10.7K engagements
"More than 2/3 of USDC txs on @solana are transfers of less than $100 and more than 1/3 of USDC txs are transfers between $1-$10. The high frequency of small dollar-denominated txs on Solana highlights the network's potential for supporting payments activity"
X Link 2023-10-06T18:39Z 18.5K followers, 113.4K engagements
"RWA is one of the fastest growing categories of DeFi. From Treasuries to Private Credit many different types of RWAs have recently been launched on-chain. In this report we give an overview of RWAs and their growth in [----]. π§΅on the main takeaways π https://www.galaxy.com/insights/research/overview-of-on-chain-rwas/ https://www.galaxy.com/insights/research/overview-of-on-chain-rwas/"
X Link 2023-10-06T19:51Z 18.5K followers, 13.7K engagements
"The notional amount of open interest on CME #bitcoin current month futures neared $3bn yesterday having tripled over the last week"
X Link 2023-11-02T19:08Z 18.5K followers, 29.6K engagements
"#BlockYourCalendar"
X Link 2024-01-01T18:24Z 18.5K followers, [----] engagements
"T-minus [--] days until #bitcoins 4th halving"
X Link 2024-04-03T14:38Z 18.5K followers, [----] engagements
"One of our interns just showed this to us and now we cant unsee it"
X Link 2024-06-14T15:39Z 18.5K followers, [----] engagements
"Since launch the Ethereum ETFs are trading significantly less volume than the Bitcoin ETFs well below the ETH/BTC CEX volume & market cap ratios. This is the result of several factors not the least of which is that prime trading desks don't yet offer margin on the ETH ETFs"
X Link 2024-08-27T17:51Z 18.5K followers, 49.2K engagements
"Ethereum L1 protocol revenue from Layer 2s is almost zero since the Dencun upgrade"
X Link 2024-09-07T16:49Z 18.5K followers, 85.4K engagements
"Current election betting odds & forecasts as of October [--] [----] at 11am ET"
X Link 2024-10-28T15:12Z 18.5K followers, 31.3K engagements
"Bitcoin ETFs in the U.S. had their biggest ever inflow day on Thursday November [--] taking in a whopping $1.375bn and driving BTC to new all-time highs. The haul bested the prior biggest net-inflow day of March [--] [----] which saw $1bn of net inflows"
X Link 2024-11-09T14:06Z 18.5K followers, [----] engagements
"After taking in $650m over the last [--] days the cumulative net flows into Ethereum ETFs are finally positive for the first time since launch on July 23"
X Link 2024-11-13T15:13Z 18.5K followers, [----] engagements
"π¨ Crypto Predictions for [----] from @glxyresearch Featuring. bitcoin and ether price ETHBTC both Dogecoin and D.O.G.E. stablecoins defi L2s policy VC and more. Here are the predictions we just sent to @galaxyhq clients and counterparties π"
X Link 2024-12-27T17:29Z 18.5K followers, 297.6K engagements
"01 - Bitcoin will cross $150k in H1 and test or best $185k in Q4 [----]. A combination of institutional corporate and nation state adoption will propel Bitcoin to new heights in [----]. Throughout its existence Bitcoin has appreciated faster than all other asset classes particularly the S&P [---] and gold and that trend will continue in [----]. Bitcoin will also reach 20% of Golds market cap. -@intangiblecoins"
X Link 2024-12-27T17:29Z 18.5K followers, 33.9K engagements
"02 - The U.S. spot Bitcoin ETPs will collectively cross $250bn AUM in [----]. In [----] the Bitcoin ETPs collectively took in more than $36bn in net inflows making them the best ETP launch as a cohort in history. Many of the worlds major hedge funds bought the Bitcoin ETPs including Millennium Tudor and D.E. Shaw while the State of Wisconsin Investment Board (SWIB) bought a position according to 13F filings. After just [--] year the Bitcoin ETPs are only 19% away ($24bn) from flipping the AUM of all the U.S. physical gold ETPs. -@intangiblecoins"
X Link 2024-12-27T17:29Z 18.5K followers, 23.7K engagements
"03 - Bitcoin will again be among the top performers on a risk-adjusted basis among global assets in [----]. The AUM comparison above is due to both record inflows and Bitcoin price appreciation throughout [----]. Indeed Bitcoin is the 3rd best performing asset on a risk adjusted basis when compared to a basked of equities fixed income securities indices and commodities. Notably the best Sharpe ratio belongs to MicroStrategy a self-described bitcoin treasury company. -@intangiblecoins"
X Link 2024-12-27T17:29Z 18.5K followers, 20.7K engagements
"04 - At least one top wealth management platform will announce a 2% or higher recommended Bitcoin allocation. For a variety of reasons including seasoning periods internal education compliance requirements and more no major wealth manager or asset management firm has yet officially added a Bitcoin allocation recommendation to investment-advised model portfolios. That will change in [----] and this will further swell the flows and AUM of U.S. spot-based Bitcoin ETPs. -@intangiblecoins"
X Link 2024-12-27T17:29Z 18.5K followers, 19.3K engagements
"05 - Five Nasdaq [---] companies and five nation states will announce they have added Bitcoin to their balance sheets or sovereign wealth funds. Whether for strategic portfolio diversification or trade settlement reasons Bitcoin will begin finding a home on the balance sheets of major corporate and sovereign allocators. Competition among nation states particularly unaligned nations those with large sovereign wealth funds or even those adversarial to the United States will drive the adoption of strategies to mine or otherwise acquire Bitcoin. -JW"
X Link 2024-12-27T17:29Z 18.5K followers, 22.7K engagements
"06 - Bitcoin developers will reach consensus on the next protocol upgrade in [----]. Since [----] Bitcoin Core developers have debated on which opcode(s) could safely enhance transaction programmability. As of December [----] the two most supported pending opcodes for transaction programmability include OP_CTV (BIP 119) and OP_CAT (BIP 347). Since Bitcoins inception reaching consensus on soft forks has been a time-consuming and rare feat but consensus will emerge in [----] to include OP_CTV OP_CSFS and/or OP_CAT in the next soft fork upgrade although that upgrade will not activate in 2025."
X Link 2024-12-27T17:29Z 18.5K followers, 81.6K engagements
"07 - More than half the top [--] publicly traded Bitcoin miners by market cap will announce transitions to or enter partnerships with hyperscalers AI or high-performance compute firms. Growing demands for compute deriving from AI will lead Bitcoin miners to increasingly retrofit build or co-locate HPC infrastructure alongside their Bitcoin mines. This will limit hashrate YoY hashrate growth which will end [----] at [---] zetahash. -@intangiblecoins @SimritDhinsa"
X Link 2024-12-27T17:29Z 18.5K followers, 23.2K engagements
"08 - Bitcoin DeFi recognized as the total amount of BTC locked in DeFi smart contracts and deposited in staking protocols will almost double in [----]. As of December [----] over $11bn of wrapped versions of BTC are locked in DeFi smart contracts. Notably over 70% of this locked BTC is used as collateral on lending protocols. Through Bitcoins largest staking protocol Babylon there is approximately $4.2bn in additional deposits. The Bitcoin DeFi market currently valued at $15.4 billion is expected to expand significantly in [----] across multiple vectors including existing DeFi protocols on Ethereum"
X Link 2024-12-27T17:29Z 18.5K followers, 32.7K engagements
"09 - Ether will trade above $5500 in [----]. A relaxation of regulatory headwinds for DeFi and staking will propel Ether to new all-time highs in [----]. New partnerships between DeFi and TradFi perhaps conducted inside new regulatory sandbox environments will finally allow traditional capital markets to experiment with public blockchains in earnest with Ethereum and its ecosystem seeing the lions share of use. Corporations will increasingly experiment with their own Layer [--] networks mostly based on Ethereum technology. Some games utilizing public blockchains will find product-market fit and NFT"
X Link 2024-12-27T17:29Z 18.5K followers, 27.5K engagements
"10 - Ethereum staking rate will exceed 50%. The Trump administration is likely to offer greater regulatory clarity and guidance for the crypto industry in the U.S. Among other outcomes it is likely that spot-based ETH ETPs will be allowed to stake some percentage of the ETH they hold on behalf of shareholders. Demand for staking will continue to rise next year and likely exceed half of Ethereum circulating supply by the end of [----] which will prompt Ethereum developers to more seriously consider changes to network monetary policy. More importantly the rise in staking will fuel greater demand"
X Link 2024-12-27T17:29Z 18.5K followers, 21.6K engagements
"11 - The ETH/BTC ratio will trade below [----] in [----] but will finish the year above [----]. The ETH/BTC ratio one of the most-watched pairs in all of crypto has been on a perilous downward trend since Ethereum switched to proof-of-stake in September 2022s Merge upgrade. However anticipated regulatory shifts will uniquely support Ethereum and its app-layer particularly DeFi re-igniting investor interest in the worlds second-most valuable blockchain network. -@intangiblecoins"
X Link 2024-12-27T17:29Z 18.5K followers, 32.5K engagements
"12 - L2s as a collective will generate more economic activity than Alt L1s over [----]. L2 fees as a % of Alt L1s fees (currently mid-single digits) will end the year above 25% of aggregate Alt L1 fees. L2s will approach scaling limits early in the year leading to frequent surges in transaction fees that will require a change to gas limits & blob market parameters. However other tech solutions such as (e.g. Reth client or altVMs like Arbitrum Stylus) will provide greater efficiencies for rollups to keep transaction costs at usable levels. -@FullNodeChuck"
X Link 2024-12-27T17:29Z 18.5K followers, 16.7K engagements
"13 - DeFi will enter its dividend era as onchain applications distribute at least $1 billion of nominal value to users and token holders from treasury funds and revenue sharing. As DeFi regulation becomes more defined value sharing by onchain applications will expand. Applications like Ethena and Aave have already initiated discussionsor passed proposals to implement their fee switchesthe infrastructure enabling value distribution to users. Other protocols that previously rejected such mechanisms including Uniswap and Lido may reconsider their stance due to regulatory clarity and competitive"
X Link 2024-12-27T17:29Z 18.5K followers, 16.1K engagements
"14 - Onchain governance will see a resurgence with applications experimenting with futarchic governance models. Total active voters will increase by at least 20%. Onchain governance has historically faced two problems: 1) lack of participation and 2) lack of vote diversity with most proposals passing by landslides. Easing regulatory tension which has been a gating factor to voting onchain and the recent success of Polymarket suggests these two points are set to improve in [----] however. In [----] applications will begin turning away from traditional governance models and towards futarchic ones"
X Link 2024-12-27T17:29Z 18.5K followers, 22.6K engagements
"15 - The worlds top four custody banks will custody digital assets in [----]. The Office of the Comptroller of the Currency (OCC) will create a pathway for national banks to custody digital assets leading the worlds top four custody banks to offer digital asset services: BNY State Street JPMorgan Chase and Citi. -@intangiblecoins"
X Link 2024-12-27T17:29Z 18.5K followers, 14.3K engagements
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