Galaxy Brains

Bimnet Abibi, a trader at Galaxy Trading who offers macro and market commentary. David Bailey, CEO/founder of Nakamoto and creator of Bitcoin Magazine and the Bitcoin Conference. They talk about Fed policy and commodity-driven inflation. They discuss Nakamoto’s acquisition moves, strategic Bitcoin treasuries, regulatory shifts under the Trump administration, and AI+Bitcoin themes ahead of Bitcoin 2026.

Beimnet Abebe, a trader at Galaxy Trading who focuses on macro and commodities, joins to discuss oil market shocks, shipping disruptions through the Strait of Hormuz, and inflationary and credit risks. They also explore how official UAP disclosure might trigger short-term risk-off moves and longer-term industry and defense implications.

Dan Matuszewski, co-founder of CMS Holdings and veteran crypto trader since 2013, and Beimnet Abebe, Galaxy Trading trader focused on geopolitics and market impacts. They discuss how today’s market compares to past Bitcoin bear markets. Conversations cover prediction markets and resolution issues, perps and liquidity venues, geopolitics’ effect on oil and BTC, and regulatory and banking shifts shaping crypto’s future.

Beimnet Abebe, trader at Galaxy Trading who watches AI-driven market risk and geopolitics. Zack Pokorny, researcher at Galaxy Research focused on lending, DeFi governance, and prediction markets. They discuss AI anxiety driving volatility. They debate geopolitical tail risks and Bitcoin range dynamics. They explore DeFi vs CeFi lending shifts, DAO legal frameworks, agent liability, and how prediction markets price information.

Beimnet Abebe, trader at Galaxy Trading who covers Bitcoin, macro, and geopolitics. Omid Malekan, Columbia Business School professor and author focused on blockchain economics and regulation. They dig into stablecoins, bank lobbying, the CLARITY/GENIUS debates, deposit stickiness, how stablecoin reserves flow through treasuries and banks, and the risks if banks succeed in banning yield.

Beimnet Abebe, trader at Galaxy Trading who focuses on Bitcoin price action and macro themes. Greg Xethalis, general counsel at Multicoin Capital who navigates crypto legislation and policy. They discuss Bitcoin drawdowns and consolidation, AI’s market and labor risks, the CLARITY Act’s Senate vs House dynamics, stablecoin yield disputes, DeFi definitions, and Multicoin’s refreshed investment themes.

Beimnet Abebe, a Galaxy Trading analyst known for market and macro trading calls, lays out a near-term bearish Bitcoin thesis and commentary on equities, AI risk, and Fed policy. He discusses evaporating liquidity, why stocks and software weakness hurt crypto, labor-market signs that could prompt easing, and tactical safe-asset positioning in cash and short-term bonds.

Bimnet Abibi, a macro trader focused on Fed policy and crypto market positioning. Will Foxley, co-founder of BlockSpace Media, covering Bitcoin mining and data center trends. They tackle Fed pause and market moves. They explore Bitcoin mining economics, miners converting sites to AI data centers, retrofitting costs, hashrate geopolitics, and the rise of niche crypto media.

Eli Ben-Sasson, a renowned cryptographer and co-founder of Starkware and Zcash, discusses the intricacies of blockchain scaling and the revolutionary potential of zero-knowledge proofs. He delves into Starkware's innovative products and their applicability in gaming and DeFi. Meanwhile, trader Beimnet Abebe shares insights on the macroeconomic forces driving Bitcoin's recent price movements. Eli also raises alarms about the looming threats of quantum computing to blockchain security, emphasizing the need for urgent action within the Bitcoin community.

Join Alex Sternhell, a savvy Washington policy consultant with deep ties to financial legislation, Chris Maneval, a keen strategist for crypto policy, and Beimnet Abebe, a market expert from Galaxy Trading. They dissect the crypto market structure bill's complexities, exploring legislative timelines and the potential fallout of its success or failure. Abebe dives into inflation trends, Bitcoin's price dynamics, and geopolitical influences on markets. Tune in for insights into the future of crypto regulation and macroeconomic factors at play!