Research & Publications

A repository of Alex’s published work, with news highlights at the top and a full repository of all Alex’s published Galaxy Research reports below.

Published research

Everything Alex has published at Galaxy — pulled live, newest first.

209 pieces
2026
SEP 25, 2026 Research Charts of the Week: BTC ETFs Get Back Into ‘Flow State’; 10Y Yield Soars ↗ SEP 18, 2026 Research SEC Paves Way for Tokenized Stocks With Secondary Trading Exemption ↗ SEP 18, 2026 Research Clarity Act Is Kaput, But Crypto Will Be Fine ↗ SEP 18, 2026 Report Weekly Research Brief: Clarity Without the Clarity Act ↗ SEP 11, 2026 Research 💧 Looting of Liquid Sidechain Underscores Emerging Cyber Threat to Bitcoin ↗ SEP 11, 2026 Report Weekly Research Brief: $LAPTOP Flop, Liquid Looted, OpenAI's Fuzzy Math ↗ SEP 3, 2026 Perspective Bitcoin Chases 50-Week Moving Average, Raising Hopes for a Bottom ↗ AUG 28, 2026 Research Bitcoin Logs Biggest Weekly Dollar Gain as It Chases 50-Week Moving Average ↗ AUG 28, 2026 Research Coinbase Enters Tokenized Stock Fray on Third-Party ‘Wrapper’ Side ↗ AUG 28, 2026 Report All Eyes on BTC’s 50-Week Moving Average ↗ AUG 28, 2026 Report Weekly Research Brief: BTC's Bounce, SOL's Tokenomics Debate, Coinbase's Tokenized Stocks ↗ AUG 21, 2026 Research SEC Proposes Long-Awaited Regulation for Primary Token Issuance ↗ AUG 21, 2026 Research Charts of the Week: Bitcoin Enters the Goldilocks Zone ↗ AUG 21, 2026 Report Weekly Research Brief: SEC Unveils Long-Awaited ‘Reg Crypto’ ↗ AUG 14, 2026 Research Weekly Research Brief: SEC Scrambles to Act as CLARITY Fizzles ↗ AUG 14, 2026 Report Fizzling CLARITY Act Odds Leave Agencies Scrambling to Act ↗ AUG 14, 2026 Report Coldcard Exploit Abates as Total Losses Climb to (at Least) 1,700 BTC ↗ JUL 24, 2026 Newsletter Weekly Top Stories - 07/24/26 ↗ JUL 24, 2026 Research CLARITY’s Combined Text Is Here. Now It Needs Votes ↗ JUL 17, 2026 Research Charts of the Week: Bitcoin’s Great Awakenings ↗ JUL 10, 2026 Newsletter Weekly Top Stories - 07/10/26 ↗ JUL 3, 2026 Newsletter Weekly Top Stories - 07/03/26 ↗ JUN 26, 2026 Report The Last Model Problem ↗ JUN 26, 2026 Newsletter Weekly Top Stories - 06/26/26 ↗ JUN 19, 2026 Newsletter Weekly Top Stories - 06/19/26 ↗ JUN 12, 2026 Report Bitcoin May Not Have Bottomed Yet. Here’s Where the Data Says it Could. ↗ JUN 9, 2026 Report CLARITY Act: Lowering Our Odds to 60% as the Senate Calendar Tightens ↗ JUN 5, 2026 Newsletter Weekly Top Stories - 06/05/26 ↗ MAY 29, 2026 Newsletter Weekly Top Stories - 05/29/26 ↗ MAY 28, 2026 Report Crypto and Blockchain Venture Capital – Q1 2026 ↗ MAY 27, 2026 Report ‘Salomon Brothers’ Client Sues to Claim Legal Ownership of Satoshi’s Coins ↗ MAY 22, 2026 Newsletter Weekly Top Stories - 05/22/26 ↗ MAY 15, 2026 Newsletter Weekly Top Stories - 05/15/26 ↗ MAY 12, 2026 Report CLARITY Act: Senate Banking Releases New Text, Sets Thursday Markup ↗ MAY 1, 2026 Newsletter Weekly Top Stories - 05/01/26 ↗ APR 24, 2026 Newsletter Weekly Top Stories - 04/24/26 ↗ APR 22, 2026 Report CLARITY Act Update: Final Push Ahead ↗ APR 10, 2026 Newsletter Weekly Top Stories - 04/10/26 ↗ APR 6, 2026 Report March 2026 Market Commentary ↗ APR 3, 2026 Newsletter Weekly Top Stories - 04/03/26 ↗ MAR 20, 2026 Newsletter Weekly Top Stories - 03/20/26 ↗ MAR 13, 2026 Newsletter Weekly Top Stories - 03/13/26 ↗ MAR 6, 2026 Newsletter Weekly Top Stories - 03/06/26 ↗ FEB 27, 2026 Newsletter Weekly Top Stories - 02/27/26 ↗ FEB 20, 2026 Newsletter Weekly Top Stories - 02/20/26 ↗ FEB 13, 2026 Newsletter Weekly Top Stories - 02/13/26 ↗ FEB 3, 2026 Research Bitcoin Drawdown Nears 40%; Weakness Suggests Lower Prices Coming ↗ FEB 3, 2026 Research Crypto and Blockchain Venture Capital – Q4 2025 ↗ FEB 2, 2026 Research Bitcoin Drawdown Nears 40%; Weakness Suggests Lower Prices Coming ↗ JAN 30, 2026 Newsletter Weekly Top Stories - 01/30/26 ↗ JAN 23, 2026 Newsletter Weekly Top Stories - 01/23/26 ↗ JAN 16, 2026 Newsletter Weekly Top Stories - 01/16/26 ↗ JAN 9, 2026 Newsletter Weekly Top Stories - 01/09/26 ↗
2025
DEC 26, 2025 Newsletter Weekly Top Stories - 12/26/25 ↗ DEC 18, 2025 Report 26 Crypto, Bitcoin, DeFi, and AI Predictions for 2026 ↗ DEC 12, 2025 Newsletter Weekly Top Stories - 12/12/25 ↗ NOV 28, 2025 Newsletter Weekly Top Stories - 11/28/25 ↗ NOV 25, 2025 Report Crypto and Blockchain Venture Capital – Q3 2025 ↗ NOV 14, 2025 Newsletter Weekly Top Stories - 11/14/25 ↗ NOV 7, 2025 Newsletter Weekly Top Stories - 11/07/25 ↗ OCT 31, 2025 Newsletter Weekly Top Stories - 10/31/25 ↗ OCT 24, 2025 Newsletter Weekly Top Stories - 10/24/25 ↗ OCT 17, 2025 Newsletter Weekly Top Stories - 10/17/25 ↗ SEP 5, 2025 Newsletter Weekly Top Stories - 9/05/25 ↗ SEP 3, 2025 Report Introducing Tokenized GLXY ↗ AUG 15, 2025 Newsletter Weekly Top Stories - 8/15/25 ↗ AUG 8, 2025 Newsletter Weekly Top Stories - 8/8 ↗ AUG 1, 2025 Newsletter Weekly Top Stories - 08/01/25 ↗ JUL 31, 2025 Report Crypto and Blockchain Venture Capital – Q2 2025 ↗ JUL 18, 2025 Newsletter Weekly Top Stories - 7/18 ↗ JUL 11, 2025 Newsletter Weekly Top Stories - 7/11 ↗ JUL 4, 2025 Newsletter Weekly Top Stories - 7/4 ↗ JUN 20, 2025 Newsletter Weekly Top Stories - 6/20 ↗ JUN 13, 2025 Newsletter Weekly Top Stories - 6/13 ↗ MAY 30, 2025 Newsletter Weekly Top Stories - 5/30 ↗ MAY 23, 2025 Newsletter Weekly Top Stories - 5/23 ↗ MAY 16, 2025 Newsletter Weekly Top Stories - 5/16 ↗ MAY 9, 2025 Newsletter Weekly Top Stories - 5/9 ↗ MAY 5, 2025 Report Update on Senate's Stablecoin Bill ↗ MAY 2, 2025 Newsletter Weekly Top Stories - 5/2 ↗ MAY 1, 2025 Report Crypto & Blockchain Venture Capital - Q1 2025 ↗ APR 25, 2025 Newsletter Weekly Top Stories - 4/25 ↗ APR 11, 2025 Newsletter Weekly Top Stories - 4/11 ↗ MAR 28, 2025 Newsletter Weekly Top Stories - 3/28 ↗ MAR 24, 2025 Newsletter Weekly Top Stories - 3/21 ↗ MAR 14, 2025 Newsletter Weekly Top Stories - 3/14 ↗ MAR 7, 2025 Newsletter Weekly Top Stories - 3/7 ↗ FEB 28, 2025 Newsletter Weekly Top Stories - 2/28 ↗ FEB 21, 2025 Newsletter Weekly Top Stories - 2/21 ↗ FEB 7, 2025 Newsletter Weekly Top Stories - 2/7 ↗ JAN 29, 2025 Report 2025 Investment Outlook ↗ JAN 27, 2025 Perspective Memo: President Trump’s First Week in Office ↗ JAN 24, 2025 Research Weekly Stories - 1/24 ↗ JAN 17, 2025 Newsletter Weekly Top Stories - 1/17 ↗ JAN 15, 2025 Report Crypto & Blockchain Venture Capital – Q4 2024 ↗ JAN 10, 2025 Newsletter Weekly Top Stories - 1/10 ↗ JAN 3, 2025 Newsletter Weekly Top Stories - 1/3 ↗
2024
DEC 31, 2024 Report Cryptocurrency & Bitcoin Predictions for 2025 ↗ DEC 12, 2024 Research Crypto Public Markets are About to Open ↗ DEC 6, 2024 Newsletter Weekly Top Stories - 12/06 ↗ NOV 29, 2024 Newsletter Weekly Top Stories - 11/29 ↗ NOV 22, 2024 Newsletter Weekly Top Stories - 11/22 ↗ NOV 15, 2024 Newsletter Weekly Top Stories - 11/15 ↗ NOV 10, 2024 Report Entering the Digital Golden Era ↗ NOV 8, 2024 Newsletter Weekly Top Stories - 11/8 ↗ NOV 1, 2024 Newsletter Weekly Top Stories - 11/1 ↗ OCT 18, 2024 Newsletter Weekly Top Stories - 10/18 ↗ OCT 15, 2024 Report Crypto & Blockchain Venture Capital – Q3 2024 ↗ OCT 11, 2024 Newsletter Weekly Top Stories - 10/11 ↗ OCT 4, 2024 Newsletter Weekly Top Stories - 10/4 ↗ SEP 27, 2024 Newsletter Weekly Top Stories - 9/27 ↗ SEP 13, 2024 Newsletter Weekly Top Stories - 9/13 ↗ SEP 6, 2024 Newsletter Weekly Top Stories - 9/6 ↗ AUG 30, 2024 Newsletter Weekly Top Stories - 8/30 ↗ AUG 23, 2024 Newsletter Weekly Top Stories - 8/23 ↗ AUG 16, 2024 Newsletter Weekly Top Stories - 8/16 ↗ AUG 9, 2024 Newsletter Weekly Top Stories - 8/9 ↗ AUG 2, 2024 Newsletter Weekly Top Stories - 8/2 ↗ JUL 19, 2024 Newsletter Weekly Top Stories - 7/19 ↗ JUL 12, 2024 Newsletter Weekly Top Stories - 7/12 ↗ JUL 5, 2024 Newsletter Weekly Top Stories - 7/5 ↗ JUL 4, 2024 Research Crypto & Blockchain Venture Capital – Q2 2024 ↗ JUN 28, 2024 Newsletter Weekly Top Stories - 6/28 ↗ JUN 14, 2024 Research Weekly Stories - 6/14 ↗ JUN 7, 2024 Research Weekly Stories - 6/7 ↗ MAY 31, 2024 Research Weekly Stories - 5/31 ↗ MAY 24, 2024 Research Weekly Stories - 5/24 ↗ MAY 17, 2024 Research Weekly Stories - 5/17 ↗ MAY 10, 2024 Newsletter Top Stories of the Week - 5/10 ↗ MAY 9, 2024 Report Crypto Use Cases ↗ MAY 3, 2024 Research Crypto & Blockchain Venture Capital – Q1 2024 ↗ APR 19, 2024 Newsletter Top Stories of the Week - 4/19 ↗ APR 16, 2024 Report Bitcoin Halving ↗ MAR 22, 2024 Newsletter Top Stories of the Week - 3/22 ↗ FEB 21, 2024 Perspective Backing Chainway Labs to Augment Bitcoin as a Compute Platform ↗ FEB 16, 2024 Newsletter Top Stories of the Week - 2/16 ↗ JAN 19, 2024 Newsletter Top Stories of the Week - 1/19 ↗ JAN 11, 2024 Research 2023: Crypto VC Seeks a Bottom ↗ JAN 5, 2024 Newsletter Top Stories of the Week - 1/5 ↗
2023
DEC 29, 2023 Newsletter Top Stories of the Week - 12/29 ↗ DEC 8, 2023 Newsletter Top Stories of the Week - 12/8 ↗ OCT 20, 2023 Newsletter Top Stories of the Week - 10/20 ↗ SEP 1, 2023 Newsletter Top Stories of the Week - 9/1 ↗ AUG 31, 2023 Report IRS Broker Rule Proposal Puts DeFi in Tough Spot ↗ AUG 21, 2023 Research Bitcoin Holders Undeterred Amid Short-Term Leverage Wipeout ↗ AUG 18, 2023 Newsletter Top Stories of the Week - 8/18 ↗ AUG 11, 2023 Newsletter Top Stories of the Week - 8/11 ↗ JUL 14, 2023 Newsletter Top Stories of the Week - 7/14 ↗ JUL 14, 2023 Research Crypto & Blockchain Venture Capital - Q2 2023 ↗ JUL 7, 2023 Newsletter Top Stories of the Week - 7/7 ↗ JUN 23, 2023 Newsletter Top Stories of the Week - 6/23 ↗ JUN 16, 2023 Newsletter Top Stories of the Week - 6/16 ↗ JUN 9, 2023 Newsletter Top Stories of the Week - 6/9 ↗ JUN 2, 2023 Newsletter Top Stories of the Week - 6/2 ↗ MAY 26, 2023 Newsletter Top Stories of the Week - 5/26 ↗ MAY 19, 2023 Newsletter Top Stories of the Week - 5/19 ↗ MAY 12, 2023 Newsletter Top Stories of the Week - 5/12 ↗ MAY 9, 2023 Research Watch This Space 2023 ↗ MAY 5, 2023 Newsletter Top Stories of the Week - 5/05 ↗ APR 14, 2023 Newsletter Top Stories of the Week - 4/14 ↗ APR 11, 2023 Research Crypto & Blockchain Venture Capital - Q1 2023 ↗ APR 7, 2023 Newsletter Top Stories of the Week - 4/7 ↗ MAR 24, 2023 Newsletter Top Stories of the Week - 3/24 ↗ MAR 20, 2023 Research Bitcoin Data Shows Bullish Foundation ↗ MAR 17, 2023 Newsletter Top Stories of the Week - 3/17 ↗ MAR 14, 2023 Research Crypto Didn't Cause the Banking Crisis ↗ MAR 10, 2023 Newsletter Top Stories of the Week - 3/10 ↗ MAR 3, 2023 Report Bitcoin Inscriptions & Ordinals ↗ FEB 24, 2023 Newsletter Top Stories of the Week - 2/24 ↗ FEB 17, 2023 Newsletter Top Stories of the Week - 2/17 ↗ FEB 10, 2023 Newsletter Top Stories of the Week - 2/10 ↗ FEB 3, 2023 Newsletter Top Stories of the Week - 2/3 ↗ JAN 27, 2023 Newsletter Top Stories of the Week - 1/27 ↗ JAN 20, 2023 Newsletter Top Stories of the Week - 1.20 ↗ JAN 6, 2023 Newsletter Top Stories of the Week - 1.6 ↗ JAN 5, 2023 Research 2022: Crypto VC Comes Down to Earth ↗
2022
DEC 30, 2022 Newsletter Top Stories of the Week - 12/30 ↗ DEC 23, 2022 Newsletter Top Stories of the Week - 12/23 ↗ DEC 9, 2022 Newsletter Top Stories of the Week - 12/9 ↗ DEC 2, 2022 Newsletter Top Stories of the Week - 12/2 ↗ NOV 25, 2022 Newsletter Top Stories of the Week - 11/25 ↗ NOV 11, 2022 Newsletter Top Stories of the Week - 11/11 ↗ NOV 4, 2022 Newsletter Top Stories of the Week - 11/4 ↗ AUG 28, 2022 Research Bitcoin Outlook as Key Levels Breached ↗ AUG 19, 2022 Research A Survey of NFT Licenses: Facts & Fictions ↗ AUG 10, 2022 Research OFAC Sanctions Tornado Cash: Issues & Implications ↗ MAY 13, 2022 Research Examining UST's Collapse ↗ APR 29, 2022 Research Crypto & Blockchain Venture Capital – Q1 2022 ↗ APR 5, 2022 Research Why are Bitcoin Transaction Fees So Low? ↗ JAN 6, 2022 Research 2021: Crypto VC’s Biggest Year Ever ↗
2021
NOV 23, 2021 Research Crypto & Blockchain Venture Capital – Q3 2021 ↗ NOV 16, 2021 Research Bitcoin's Taproot ↗ NOV 4, 2021 Report Ready Layer One ↗ NOV 2, 2021 Research US Government Report on Stablecoins Gives Glimpse of Digital Dollar’s Future ↗ OCT 19, 2021 Research 10 Things That Show Crypto is Booming ↗ SEP 17, 2021 Report In Search of Scaling ↗ SEP 8, 2021 Research End of Summer Shakeout ↗ SEP 8, 2021 Research El Salvador Adopts Bitcoin ↗ AUG 10, 2021 Research UPDATE: Infrastructure Bill's Crypto Language ↗ AUG 2, 2021 Research Infrastructure Bill's Crypto Language is Bad & Needs to Change ↗ JUL 30, 2021 Research Crypto & the Travel Rule ↗ JUL 28, 2021 Research Crypto & Blockchain Venture Capital - Q2 2021 ↗ JUN 23, 2021 Research Latest in China's Crypto Crackdown ↗ MAY 25, 2021 Research Examining the Latest China Bitcoin Ban ↗ MAY 20, 2021 Research Taking Stock of the Crypto Correction ↗ MAY 4, 2021 Research Dogecoin: The Most Honest Sh*tcoin ↗ APR 19, 2021 Research Looking Beyond the Bitcoin Selloff ↗ APR 15, 2021 Research Crypto and Blockchain Venture Capital Q1 2021 ↗ APR 1, 2021 Research EIP-1559: A Major Upgrade for Ethereum ↗

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