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Bitcoin Treasury Companies with Jason Urban

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Manage episode 493674964 series 3446685
Content provided by Galaxy Digital and Galaxy Digital Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Galaxy Digital and Galaxy Digital Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Alex 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 MicroStrategy.

Jason also shares insights on the growth of Galaxy’s trading and lending businesses, the role of tokenized securities in future capital markets, and how institutional demand is accelerating the integration of DeFi and onchain finance.

Plus, Michael Harvey, Head of Franchise Trading at Galaxy, joins to unpack a market that feels “priced to perfection,” with equities near highs, easing macro data, and retail activity driving risk-on sentiment.

This episode was recorded on Wednesday, July 9, 2025.

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Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

  continue reading

183 episodes

Artwork
iconShare
 
Manage episode 493674964 series 3446685
Content provided by Galaxy Digital and Galaxy Digital Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Galaxy Digital and Galaxy Digital Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Alex 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 MicroStrategy.

Jason also shares insights on the growth of Galaxy’s trading and lending businesses, the role of tokenized securities in future capital markets, and how institutional demand is accelerating the integration of DeFi and onchain finance.

Plus, Michael Harvey, Head of Franchise Trading at Galaxy, joins to unpack a market that feels “priced to perfection,” with equities near highs, easing macro data, and retail activity driving risk-on sentiment.

This episode was recorded on Wednesday, July 9, 2025.

++

Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

  continue reading

183 episodes

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