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6

The Bitcoin Big Leagues with Alex Thorn (RC#6)

Alex Thorn leads the research team at Galaxy Digital, and he has spent a significant amount of time observing, analysing, and thinking about how Bitcoin and crypto markets evolve over time.
6

G’day Folks,

I had the great pleasure of meeting Alex Thorn in Nashville, where we were joined by Dylan LeClaire to discuss whether the 4yr Bitcoin cycle is likely to persist. This is a question I get all the time, and one which I am still processing my own thoughts around.

After listening to a tremendous monologue by Alex on the Galaxy Brains podcast (recommended add to the rotation), I had to pick his brains on how market structure and cycles are likely to evolve in the years ahead.

In this conversation, we go down numerous rabbit holes, including:

  • Our broad overview of the Bitcoin and crypto landscape.

  • Headwinds and opportunities facing the industry.

  • Analysis of the major BTC sell-side entities over the last 6 months.

  • The impact of ETFs, futures and options.

  • Whether the 4yr cycle is likely to persist, or has it already broken?

  • Key catalysts to watch out for now and in the future.

This was a cracking conversation, and I hope you enjoy it as much as I did. If so, please consider sharing the episode and giving us a rating on Spotify/Apple Podcasts, as it helps more folks find our work.

Other ways to listen:

Spotify (available ~1 hr after article is published on Substack)

Apple Podcasts (available ~1 hour after article is published on Substack)

Youtube:


Disclaimer: This podcast is general in nature, and is for informational, and entertainment purposes only, and it shall not be relied upon for any investment or financial decisions.


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