🟪 The future of Web3 lies in the Asia-Pacific

In a year when global investment in Web3 seemed to be slowing down, APAC investment has been accelerating.

January 07, 2024

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The future of Web3 lies in the Asia-Pacific

In a year when global investment in Web3 seemed to be slowing down, APAC investment has been accelerating. Read More

Top Stories

  1. Funding Wrap: 2024 kicks off with Solscan deal, Saylor sales — Read

  2. Grayscale, Fidelity join expanding fray in final stretch for a possible spot bitcoin ETF — Read

  3. DCG repays all short-term loans to Genesis — Read

  4. 26 months after bitcoin futures ETFs launch, traders brace for a spot product — Read

  5. BlackRock, Valkyrie inch closer to potential spot bitcoin ETF decision — Read

Top Insights

  1. Crypto lending is nothing without transparency — Read

  2. How RWAs robbed 2023 of its liquidity — Read

  3. Privacy is going mainstream — Read

  4. NFTs are the new cookies — Read

  5. It’s a Solanaissance: These 5 charts will cure the Ethereum vibecession — Read

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The Breakdown

Decoding crypto and the markets. Daily, with Byron Gilliam.

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Research

Galaxy: The Ultimate Crypto x AI Play

Galaxy sits at the intersection of two defining cycles in crypto and AI. Digital Assets is Galaxy’s institutional crypto franchise, spanning trading, lending, and asset management and infrastructure solutions. Helios is the company’s contracted AI HPC data center buildout, positioning Galaxy for a multi year ramp in longer duration infrastructure cash flows. Treasury and Corporate is a volatile sleeve of crypto and venture exposures that can amplify earnings swings and complicate valuation. We view this mix as both the opportunity and the challenge. It creates a rare one ticker barbell on crypto activity and contracted AI infrastructure cash flows, but it also adds complexity that can obscure earnings and delay a clean sum of the parts rerating.

by Sam Schubert

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