Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this podcast is for you.
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Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this podcast is for you.
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
Empire Cross-Post: The Bull Case For GLXY With Duncan & Rittenhouse Research
Bell Curve
1 hour 32 minutes
3 months ago
Empire Cross-Post: The Bull Case For GLXY With Duncan & Rittenhouse Research
Gm! This week, Duncan and Matt join Yano to dive into Galaxy’s unique business model and how it’s perfectly positioned for the AI, crypto and datacenter narratives as we move into the future.
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Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.
Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks
Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.
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Start your day with crypto news, analysis and data from Katherine Ross.
Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts
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Follow Rittenhouse Research: https://x.com/RHouseResearch
Follow Duncan: https://x.com/FloodCapital
Follow Jason: https://x.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
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Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
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Timestamps:
(0:00) Introduction
(2:33) Unpacking Galaxy
(6:37) Bitcoin Mining
(14:05) Crypto Business
(16:05) Arkham Ad
(16:30) Galaxy’s Products
(23:41) Goldman Sachs’ Valuation
(30:57) Data Center Business
(41:37) Arkham Ad
(42:18) Galaxy’s Business Evolution
(51:46) Economics Explored
(59:13) Data Center Developments
(1:11:12) Challenges
(1:24:01) GLXY Stock Analysis
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Bell Curve
Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this podcast is for you.
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
