
Head of Firmwide Research $GLXY @galaxyhq @glxyresearch 🎙️https://xitter.cf/t.co/C0Vf35tubH Past @Fidelity Patron @pubkey_nyc disclaim https://xitter.cf/t.co/wlEnSXVqnF
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Joined August 2017
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HISTORY IS LONGER THAN YOU THINK
no global leader alive has governed under a hard money standard. not one
will that always be true? i don’t think so
bitcoin disrupts — not by accident, but by design
in the second half of october, bitcoin returns have been driven by asia trading hours, with europe dragging
Alex Thorn retweeted
Ofcom Concedes Defeat in the 4chan Case
prestonbyrne.com/2026/10/20/…
Alex Thorn retweeted
Alex Thorn on self-custody: the Coldcard exploit makes the case for multisig, with not one satoshi stolen from a multisig wallet
"This is a tough time to be relying on a company for your self custody. I think one of the big lessons has been the primacy and efficacy of multisig if you're self custodying."
"Not one Satoshi was stolen in the Coldcard exploit from a multisig wallet. We can see that onchain when you spend coins. You reveal the entire script of the transaction that was holding them."
"I think probably, in my opinion, the best option if you're doing self custody is to use multisig. Multiple hardware wallets. You can use collaborative custody like Casa and Unchained and AnchorWatch."
"You're getting redundancy by having multiple signing devices rather than by storing a copy of the seed of the device."
"You screenshot your 12 word seed or 24 word seed. It's one of the first things that hackers look for if they break into an email account or a computer."
"We know all the possible words. They come from a dictionary of 4-BIP39. So it's very easy for them to just search for combinations of those words on your machine and instantly sweep your seed."
Bitcoin's Biggest ETF Just Took In $665 MILLION. So Who's Still Selling? | Alex Thorn xitter.cf/i/broadcasts/1qxoNYDvB…
live now with @scottmelker
Bitcoin's Biggest ETF Just Took In $665 MILLION. So Who's Still Selling? | Alex Thorn xitter.cf/i/broadcasts/1qxoNYDvB…
Alex Thorn retweeted
Bitcoin's Biggest ETF Just Took In $665 MILLION. So Who's Still Selling? | @intangiblecoins
Discussing Live @ 9 AM EST
youtube.com/watch?v=D9_IEXM8…
establishing jurisdiction over a crypto defendant because someone ran a node in a location unrelated to the defendant or his alleged victims is a stretch
surely SDNY is meant to find a victim or defendant in their jurisdiction, not a mere copy of the global ledger 🤔
Alex Thorn retweeted
YTD net bitcoin ETF flows are hanging on to positive ground (+$355m) they retook in september
anemic treasury company purchasing and ETF outflows have contributed to bitcoin’s weakness in october
in this chart, Institutional Absorption vs. OG Distribution, we measure:
(ETF Net Flow + BTC Treasury Company Net Flow) - (5+ Year Dormant Coin Awakenings Onchain)
YTD net bitcoin ETF flows are hanging on to positive ground (+$355m) they retook in september
Alex Thorn retweeted
I have had a great time joining many podcasts this year but this one with Alex Thorn at Galaxy was one of my favorites. We go deep into the merge of AI and digital assets and what the next year will look like as tokenization changes the world.
youtu.be/G-HqvP7pjVk?si=WC-c…
this “genesis block puzzle” has been solved. someone made a 2-of-2 multisig using weak entropy derived from data in satoshi’s genesis block, and people paid for hints until someone cracked it
the timechain is filled with strange wonders, artifacts, history, and even puzzles 🧩
After 55 days and 127 OP_RETURN messages between prospective solvers and the creator, this puzzle has been solved and the prize has been fully swept by the winner, earning him ~935k sats ($762).
Alex Thorn retweeted
As AI agents become a primary interface, the internet needs ways to show a distinct person stands behind an agent, without revealing that person's identity. @ZackPokorny_ explains.
galaxy.com/insights/research…
Alex Thorn retweeted
Macro investor Jordi Visser joins Galaxy Brains to break down the AI bubble myth, Bitcoin’s "silent IPO," and how onchain agents will compress banking margins.
New Galaxy Brains out now
preston confidently, accurately, and repeatedly slapping down foreign powers who seek to inhibit americans’ free speech remains by far my favorite legal content of the decade
more than half of all BTC supply is sitting in addresses with no known attribution
despite all the institutionalization and centralized ownership over the years, still a ton of bitcoin (maybe even most) is held by individuals in self-custody 🔐
Alex Thorn retweeted
BUILD OPEN MONEY AND OPEN INTELLIGENCE LIKE WE INTEND TO REMAIN FREE
see this cracked edit by @LukasDanielian of my national press club speech at @bitcoinpolicy’s freedom tech summit last month
BUILD OPEN MONEY AND OPEN INTELLIGENCE LIKE WE INTEND TO REMAIN FREE
see this cracked edit by @LukasDanielian of my national press club speech at @bitcoinpolicy’s freedom tech summit last month



















