Research & Publications

A few quick things that tell about me.

Galaxy Research Reports & research at Galaxy — the author page Everything Alex publishes from the desk he leads. Weekly output.
Bloomberg Profile: Alex Thorn of Galaxy Aug 6, 2026 · profile · archived copy
CoinDesk on X Fidelity CEO Abby Johnson on the “Bitcoin Viking” May 23, 2017 · video · the Consensus keynote moment
Wall Street Journal Crypto Has an Ally in the White House. What’s Next for It? Dec 30, 2024 · op-ed
Wall Street Journal The ‘Fidelity Mafia’ Behind Big Crypto Aug 27, 2023 · profile · archived copy

Published research

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

198 pieces
2026
AUG 21, 2026 Research Charts of the Week: Bitcoin Enters the Goldilocks Zone AUG 21, 2026 Research SEC Proposes Long-Awaited Regulation for Primary Token Issuance AUG 21, 2026 Report Weekly Research Brief: SEC Unveils Long-Awaited ‘Reg Crypto’ AUG 14, 2026 Newsletter Weekly Research Brief: SEC Scrambles to Act as CLARITY Fizzles AUG 14, 2026 Report Coldcard Exploit Abates as Total Losses Climb to (at Least) 1,700 BTC AUG 14, 2026 Report Fizzling CLARITY Act Odds Leave Agencies Scrambling to Act 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 Newsletter Weekly Top Stories - 06/26/26 JUN 26, 2026 Report The Last Model Problem 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 Crypto and Blockchain Venture Capital – Q4 2025 FEB 3, 2026 Research Bitcoin Drawdown Nears 40%; Weakness Suggests Lower Prices Coming 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 Newsletter 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 Newsletter Weekly Stories - 6/14 JUN 7, 2024 Newsletter Weekly Stories - 6/7 MAY 31, 2024 Newsletter Weekly Stories - 5/31 MAY 24, 2024 Newsletter Weekly Stories - 5/24 MAY 17, 2024 Newsletter 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

Live from Galaxy Research · also browsable on the author page ↗