Alex Thorn on Bitcoin, Crypto VC Funding, and AI Memecoins

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 🔗 LINKS Twitter: https://x.com/aubreystrobel Tiktok: www.tiktok.com/aubreystrobel Instagram: www.instagram.com/aubreystrobel Substack: https://theaubservation.substack.com/ Ledger: ledger.com