Welcome to Galaxy Brains, hosted by Alex Thorn, Head of Research at Galaxy. Our weekly podcast provides insights and analysis on trends and events across the cryptocurrency ecosystem. Each week Alex will be joined by members of the research team to discuss the latest developments on all things crypto and blockchain technology.
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Galaxy Digital Research Podcasts
Amberdata is the leading digital asset data provider and provides comprehensive insights into blockchain networks, crypto markets, and decentralized finance. Join us as we explore the cryptoeconomy with leaders and experts in the space.
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The official podcast channel of neXt Curve, a research and advisory firm based in San Diego founded by Leonard Lee focused on the frontier markets and business opportunities forming at the intersect of transformative technologies and industry trends. This podcast channel features audio programming from our reThink podcast bringing our listeners the tech and industry insights that matter across the greater technology, media, and telecommunications (TMT) sector. Topics we cover include: -> Art ...
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Professor Jim Al-Khalili talks to leading scientists about their life and work, finding out what inspires and motivates them and asking what their discoveries might do for us in the future
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Solana’s Big Treasury Company with Kyle Samani
43:28
43:28
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43:28Alex Thorn talks with Kyle Samani, co-founder of Multicoin Capital and now Chairman of Forward Industries, a new Solana-focused digital asset treasury company. Kyle explains why Solana matters, how a Solana-focused DAT is differentiated, and why the future of DeFi will be built on Solana. Alex also talks with Beimnet Abebe (Galaxy Trading) about th…
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Amberdata Podcast | Interview with Yashreeka Huq, Partner at Perkins Coie
47:13
47:13
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47:13In this episode of the Amberdata Podcast, we sit down with Yashreeka Huq, Partner at Perkins Coie, to explore the legal and strategic insights every entrepreneur, founder, and builder needs to know. Yashreeka shares her journey to becoming a partner, her founder-first approach, and practical guidance on navigating new bills, regulations, and contra…
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Bitcoin Treasury Strategies with Tim Kotzman & Ed Juline
51:04
51:04
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51:04In this episode of Galaxy Brains, Alex Thorn welcomes Tim Kotzman and Ed Juline of Bitcoin Treasuries Advisory to discuss the surge of Bitcoin treasury companies. They explore why adoption has accelerated in 2025, how strategies differ from MicroStrategy’s playbook, and what qualifies as a “Bitcoin treasury.” The conversation covers MNAV premiums a…
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Tokenizing GLXY with Robert Leshner
1:05:25
1:05:25
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1:05:25Alex Thorn talks with Superstate founder and CEO Robert Leshner about tokenizing Galaxy’s Class A Common Stock on Solana. Alex and Robert also discuss the archaic tech stack of traditional capital markets, how blockchains can simplify and improve capital flows, and what the future of tokenization will look like. Alex also talks with Beimnet Abebe (…
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Silicon Futures for August 2025 - Hot Chips 2025 and GlobalFoundries Technology Summit
39:52
39:52
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39:52Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the second half of August. Topics that mattered in the AI and semiconductor universe capping off August…
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State of the Bitcoin Bull Market with James Check
51:46
51:46
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51:46Alex Thorn talks with James Check (CheckOnChain) about the state of the bitcoin market, what onchain data tells us about the latest market dip, and where we are in terms of the ongoing bull market. Alex also talks with Beimnet Abebe (Galaxy Trading) about bitcoin and ether markets, broad market moves, and the Fed’s adjusted approach to monetary pol…
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Silicon Futures for Midpoint of August 2025: More Intel Drama, Trump's AI Export Tax, MIT's AI Report
35:47
35:47
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35:47Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we were together at KeyBanc Capital Markets Technology Leader…
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Nothing Stops This Train with Lyn Alden
1:12:10
1:12:10
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1:12:10In this episode of Galaxy Brains, Alex Thorn welcomes Lyn Alden, Founder of Lyn Alden Investment Strategy, to discuss fiscal dominance, the Fed’s policy constraints, and Bitcoin’s role in a world of structural deficits and rising inflation. They cover macroeconomic risks, central bank independence, and why Lyn believes Bitcoin’s long-term upside re…
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Amberdata Podcast | Interview with Eleni Steinman, CEO & Co-Founder of Loop Crypto
32:23
32:23
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32:23In this Amberdata Podcast episode, host Izzie Henderson speaks with Eleni Steinman, co-founder and CEO of Loop Crypto, to discuss founding Loop, building crypto payments infrastructure, the difficulties of recurring crypto payments, and what’s next with stablecoins. Eleni shares her journey from public policy during the 2008 financial crisis to pio…
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Crypto PR is Hard w/ Aubrey Strobel
1:07:47
1:07:47
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1:07:47Alex Thorn talks with Aubrey Strobel from Halcyon, a Communications and PR agency that focus on companies working in bitcoin, AI, and stablecoins, about all the Coinbase faux pas and other screw ups in crypto. Alex also talks with Beimnet Abebe (Galaxy Trading, about markets, employment, the Fed, and the national debt. This episode was recorded on …
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Will Samsung Galaxy Z Fold7 Take Foldables Mainstream?
32:24
32:24
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32:24Send us a text Leonard has been skeptical about the foldable category for years, but 2024-2025 has brought about devices that are starting to reach a level of technical and design maturity, he felt compelled to compare notes with long-time foldable user and reviewers, Prakash Sangam of Tantra Analyst. Samsung was good enough to let Leonard and Prak…
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Bitcoin Will Retire Your Bloodline with Udi Wertheimer
59:02
59:02
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59:02Alex Thorn talks to Udi Wertheimer (Taproot Wizards) about the state of the bitcoin bull market, predictions of bitcoin price, treasury companies, bitcoin development, and much more. Alex also talks to Beimnet Abebe (Galaxy Trading) about the FOMC meeting, Fed independence, and predictions on crypto markets. This episode was recorded on Wednesday, …
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Silicon Futures - Analyst takes on Intel 14A, TSMC blowout, America's AI Action Plan, and more!
53:37
53:37
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53:37Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In the month of July, Mario Morales, GVP of Semiconductors and more at IDC, joins Leonard, Karl, and Jim talk about their key takes on Intel's earning and their announcements regarding the prospects of 14A …
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Stablecoins are Narrow Banks with Nic Carter
1:19:40
1:19:40
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1:19:40In this episode of Galaxy Brains, Alex Thorn sits down with Nic Carter, General Partner at Castle Island Ventures, for a wide-ranging conversation on the rise of crypto data companies, the future of stablecoins and their implications for the U.S. banking system, and whether artificial intelligence will erode critical thinking skills. They also expl…
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Amberdata Podcast | Interview with Christine Kim, Former VP of Research at Galaxy Digital
35:56
35:56
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35:56In this Amberdata Podcast episode, Christine Kim, Ethereum Researcher and former Galaxy Digital VP, joins to break down tokenomics, protocol governance, and Ethereum development. In this episode, we explore Christine’s unique journey from CoinDesk reporter to leading research at Galaxy Digital. She shares how to evaluate protocols, why token design…
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Bitcoin Flows at River with Alex Leishman
49:43
49:43
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49:43Alex Thorn talks with Alex Leishman (River) about building a bitcoin-only brokerage, how stablecoins interact with bitcoin, why small businesses are beginning to own BTC, the importance of Proof of Reserves, building with Bitcoin Core, and much more. Alex also talks with Beimnet Abebe (Galaxy Trading) about Jay Powell and the Federal Reserve’s inde…
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Kevin Fong on medical planning for Mars and Earth-based emergencies
28:39
28:39
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28:39There can't be many people in the world who've saved lives in hospital emergency rooms and also helped care for the wellbeing of astronauts in space – but Kevin Fong’s career has followed a singular path: from astrophysics and trauma medicine, to working with NASA, to becoming an Air Ambulance doctor. Kevin is a consultant anaesthetist and professo…
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Amberdata Podcast | Interview with Jill Gao, Product Manager at FalconX.
29:26
29:26
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29:26In this episode of the Amberdata Podcast, host Izzie Henderson, Director of Product Marketing, is joined by Jill Gao, Product Manager at FalconX. Jill shares her unique journey from traditional finance (TradFi) into the world of crypto, shedding light on her work with FalconX’s Marketsbot derivatives analytics tool. Tune in to hear about the latest…
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Bitcoin Treasury Companies with Jason Urban
45:58
45:58
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45:58Alex Thorn is joined by Jason Urban, Global Head of Trading at Galaxy, to break down the rise of crypto treasury companies and the evolving institutional crypto landscape. They discuss the explosion of publicly traded firms holding crypto assets, questions around systemic risk, and what sets these new vehicles apart from legacy players like MicroSt…
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Dame Pratibha Gai on training atoms to do what we want
28:23
28:23
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28:23Chemical reactions are the backbone of modern society: the energy we use, the medicines we take, our housing materials, even the foods we eat, are created by reacting different substances together. If we zoom in, it’s the atoms within these substances that rearrange themselves to give rise to new substances with the properties we need. However, che…
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Analysts Insights from TM Forum DTW Ignite 2025 (with Dean Bubley and Patrick Lopez)
26:11
26:11
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26:11Send us a text TM Forum Digital Transformation World (DTW) Ignite 2025 is one of the leading telco tech conferencesfocused on OSS, BSS and customer experience modernization. Some call it digital transformation but not Dean Bubley of Disruptive Analysis, who joined Patrick Lopez of {Core Analysis} and Leonard Lee for a recap of the event this year. …
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The Coming of the AI Workstations Age: Lenovo P Series (with Anurag Agrawal)
34:51
34:51
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34:51Send us a text neXt Curve’s ComTech Podcast series focuses on the latest and emerging trends in commercial and enterprise tech catering to IT buyers ranging from SMBs to global enterprises. Anurag and Leonard discuss the rise of the AI workstation as the AI PC continues to struggle finding footing with thin and light laptops which have the hope and…
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Future of Blockchain Infrastructure with Zane Glauber and Harry Austin
44:08
44:08
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44:08Alex Thorn is joined by Zane Glauber and Harry Austin from Galaxy’s Strategic Opportunities team to explore the future of blockchain infrastructure. They discuss recent regulatory shifts around staking, the evolution of institutional staking, and the growing role of blockchain infrastructure in capital markets. The conversation covers validator ope…
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Catherine Heymans on the lighter side of the dark universe
28:34
28:34
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28:34Have you ever considered the lighter side of dark matter?Comedy has proved an unexpectedly succesful way to engage people with science - as today's guest knows first-hand. Astrophysicist Catherine Heymans is a Professor at the University of Edinburgh and the current Astronomer Royal for Scotland. She’s spent her career studying dark matter and dark…
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Silicon Futures for June 2025: AMD Advancing AI, Cisco Live!, Sensors Converge 40th and more!
47:41
47:41
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47:41Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In the month of June, Leonard and Jim talk about their key takes and highlights from AMD Advancing AI, Cisco Live!, the 40th Anniversary Sensors Converge event. They cover the big news across AI computing, …
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Sensors Converge 2025: Leaders' Roundtable - AI and Sensors: Exploring a Special Symbiosis
32:18
32:18
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32:18Send us a text AI is transforming the world. From predictive maintenance to content creation, AI is set to push the world into a new era, enabling industries to maximize efficiency, productivity and profitability. Sensors are the core technology for AI. Responsible for the capture and processing of the real-world data used to power AI models, witho…
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The State of Nokia and Mavenir, and Hot Takes from DTW Ignite 2025 (with Earl Lum)
34:57
34:57
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34:57Send us a text It's been a short four months since the last episode of "From the Radio to the RIC" with Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve. The duo decided to get on the mic to talk about Nokia's Midsummer Update 2025, Mavenir's latest business and financial update, and TM Forum's DTW Ignited 2025 which took place in Co…
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Sensors Converge 2024 - A 40th Anniversary Celebration (with Prakash Sangam)
29:54
29:54
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29:54Send us a text Sensors Converge celebrated its 40th year as a fixture and iconic event that has tracked the history of sensor technology in the Silicon Valley. This year was a comeback year as the even has worked its way out of the pandemic nadir that has challenged the conference. This year, event drew over 5,000 from around the world attending on…
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Amberdata Podcast - Interview with Francesco Piccoli, CEO and Co-Founder of Almanax
31:32
31:32
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31:32On this episode of the Amberdata Podcast, Francesco Piccoli, CEO and Co-Founder of Almanax, discusses his journey into crypto and AI, smart contract security, recent malicious hacks, industry best practices, and the future of Web3 security. Disclaimer: This podcast is for educational purposes only. Nothing here is trading advice or solicitation. Fo…
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Bitcoin Policy Summit Takes Over DC with Matthew Pines
24:35
24:35
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24:35In this episode of Galaxy Brains, Alex Thorn records live from Washington, D.C., where he’s attending the third annual Bitcoin Policy Summit, hosted by the Bitcoin Policy Institute (BPI). He welcomes BPI Executive Director Matthew Pines to discuss the growth of the summit, Bitcoin’s evolving role in U.S. policy conversations, and key legislative ef…
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Tim Coulson on how predators shape ecosystems and evolution
28:36
28:36
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28:36As a young man, traveling in Africa, Tim Coulson - now Professor of Zoology at the University of Oxford - became seriously ill with malaria and was told a second bout would probably kill him. Aged only 20, this brush with his own mortality led him to promise himself he would write a complete guide to science: life, the universe and everything. His …
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Politics of Crypto Legislation with Austin Campbell
1:01:17
1:01:17
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1:01:17Alex Thorn talks to Austin Campbell, NYU professor and founder of Zero Knowledge Consulting, about the passage of the GENIUS Act, prospects for market structure in the House, and what a tie-up between crypto and traditional finance means for both. Alex also talks to Beimnet Abebe (Galaxy Trading) about the Federal Reserve’s latest FOMC meeting, geo…
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Claudia de Rham has rather an unusual relationship with gravity. While she has spent her career exploring its fundamental nature, much of her free time has involved trying to defy it - from scuba diving in the Indian Ocean to piloting small aircraft over the Canadian waterfalls. Her ultimate ambition was to escape gravity’s clutches altogether and …
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Cloud and Neocloud FinOps and Economics (with Hyoun Park)
30:02
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30:02Send us a text FinOps has become a thing over the past four to five years as enterprises began to grip on their cloud spending across the board from infrastructure to SaaS software. FinOps was a long time coming and built on pioneering work a decade ago to bring cloud economics into view. Now we face a new era in FinOps as enterprises ramp up their…
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Life After Bitcoin with Peter McCormack
1:23:05
1:23:05
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1:23:05On this week’s episode of Galaxy Brains, Peter McCormack, Chairman of Real Bedford FC, joins Alex Thorn to reflect on his journey after What Bitcoin Did from local activism in Bedford to building a grassroots economic revival using Bitcoin. Peter discusses his legal battle with Craig Wright, the potential for Real Bedford to adopt a Bitcoin treasur…
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Highlights & Analyst Takes from Cisco Live! 2025 (with Maribel Lopez)
15:06
15:06
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15:06Send us a text After two extremely dense and informative days of Cisco's analyst program at Cisco Live! 2025 which too place in San Diego, Leonard Lee of neXt Curve and Maribel Lopez of Lopez Research sat down in the analyst forum plenary ballroom to tape what was supposed to be a greeting video to Jo Peterson, a mutual friend who has been on the n…
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Neil Lawrence on taking down the 'digital oligarchy' and why we shouldn't fear AI
28:35
28:35
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28:35When you think of Artificial Intelligence, does it inspire confidence, or concern? Although it's now generally accepted that this technology will play a major role in our future, a lot of conversations around AI and machine learning come back to the argument over us losing control and robots taking over. Happily, Neil Lawrence has a more optimistic…
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Should MicroStrategy Do Proof of Reserves? with Sam Abbassi
41:28
41:28
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41:28Alex Thorn talks with Sam Abbassi, founder of Bitcoin Proof of Reserves company Hoseki, about Michael Saylor’s comments on proof of reserve, the strategic bitcoin reserve, and bitcoin’s auditability. Alex also talks with Beimnet Abebe about economic data, inflation, the Federal Reserve, and markets. This episode was recorded on Wednesday, June 4, 2…
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Liz Morris on Antarctic adventures and the melting polar ice sheets
28:28
28:28
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28:28A frozen, white world at the far-reaches of the globe, where you're surrounded by snow and silence, might sound rather appealing. Factor in temperatures that drop to -57°C and a few of us might be put off - but for glaciologist Liz Morris, that's very much her happy place. Liz is an Emeritus Associate at the University of Cambridge’s Scott Polar Re…
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Silicon Futures for May 2025 (Microsoft Build, Humain, Computex and more!
35:01
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35:01Send us a text Jim McGregor of TIRIAS Research joined neXt Curve to cover the first half of another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The duo also shared their thoughts on IBM THINK 2025, CadenceLIVE 2025, and other events of no…
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Anthony Fauci on a medical career navigating pandemics and presidents
45:05
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45:05Welcome to a world where medicine meets politics: a space that brings together scientific research, government wrangling, public push-back and healthcare conspiracies… Dr Anthony Fauci was the Director of America’s National Institute of Allergy and Infectious Diseases for nearly four decades, during which time he not only helped study, treat and pr…
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The Philosophy of Bitcoin w/ Brad Rettler
41:55
41:55
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41:55Alex Thorn talks to Prof. Brad Rettler (University of Wyoming) about evaluating bitcoin through first principles and whether it’s a net positive or negative for the world. Brad also explains the Bitcoin Research Institute, a first-of-its-kind institution solely focused on producing academic grade research on Bitcoin. Alex also talks to Beimnet Abeb…
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In this episode of Galaxy Brains, Alex Thorn is joined by Galaxy Founder and CEO Mike Novogratz for a wide-ranging conversation on markets, Bitcoin momentum, and the company’s upcoming Nasdaq listing. They discuss crypto’s recent drawdown and rebound, the rise of Bitcoin treasury strategies, macro headwinds and dollar risks, and how stablecoin legi…
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Silicon Futures for May 2025 - IBM THINK, CadenceLIVE and more!
28:31
28:31
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28:31Send us a text Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined neXt Curve to cover the first half of another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shared their thoughts on IBM THINK 2025,…
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The DOJ’s Case Against Samourai Wallet With Zack Shapiro
51:42
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51:42In this episode of Galaxy Brains, Alex Thorn is joined by Zack Shapiro, Head of Policy at the Bitcoin Policy Institute, to examine the DOJ’s criminal case against the developers of Samourai Wallet and its far-reaching implications for open-source software, financial privacy, and the future of non-custodial Bitcoin tools in the U.S. Alex also speaks…
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Strategic Bitcoin Reserve With Matt Pines
1:22:48
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1:22:48In this episode of Galaxy Brains, Alex Thorn is joined by Matt Pines, Executive Director of the Bitcoin Policy Institute, for a deep dive into national Bitcoin strategy, including the concept of a U.S. Strategic Bitcoin Reserve, the mechanics and potential of BitBonds, and the looming risks of quantum computing to Bitcoin’s cryptography. They explo…
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Highlights and Insights from RSAC 2025 (with Jo Peterson)
22:47
22:47
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22:47Send us a text Jo Peterson, cloud and security thought leader and VP of Cloud and Security at Clarify360 joins Leonard Lee of neXt Curve to exchange notes on what they thought were highlights and key takes from RSAC Conference 2025 which took place at the Moscone Center in San Francisco. They also discuss the newly published "The State of SaaS Secu…
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Silicon Futures for March & April 2025: Tariffs, Geopolitics, and Supply Chain Turbulence
46:09
46:09
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46:09Send us a text Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap March and April 2025 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of this semiconductor industry in light of a volatile …
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Galaxy Research’s First Governance Proposal With Zack Pokorny
43:25
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43:25In this episode of Galaxy Brains, Alex Thorn speaks with Zack Pokorny, Galaxy Research Associate, about MESA, Galaxy Research’s first-ever governance proposal. Designed to reduce Solana inflation through a more democratic voting framework, the proposal introduces multiple voting options rather than a binary outcome. Zack unpacks the motivation behi…
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Brian Schmidt on Nobel Prize-winning supernovae and the joys of making wine
28:39
28:39
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28:39Have you ever pondered the fact that the universe is expanding? And not only that, it's expanding at an increasing speed - meaning everything around us is getting further and further away? If that isolating thought makes you feel slightly panicked, don't worry: this programme also contains wine! Brian Schmidt is a Distinguished Professor of Astroph…
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