In today’s episode of The Aubservation, we’re diving deep into the absolute state of things in Q4 with Alex Thorn, Head of Firmwide Research at Galaxy Digital. We cover the latest trends from Galaxy’s Q3 reports, including Bitcoin’s performance, crypto VC funding, and the rise of AI memecoins.
And a big thanks to our sponsor, Ledger—the best way to secure your Bitcoin and crypto. Let’s get into it!
we discuss:
01:15 - AI memecoins
05:30 - biggest narratives
08:30 - stablecoins find its pmf
10:50 - builder culture
14:12 - election research from galaxy
23:40 - who is the us' biggest adversary re: crypto
32:10 - crypto venture capital report
36:25 - who is receiving the most funding?
40:20 - uptober - what happened?
43:45 - price predictions
43:50 - BlackRock ETF influence on bitcoin
47:05 - bitcoin l2s
52:00 - bull market inflation adjustment
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