January 7, 2025
Membrane Team
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BRANESTORM Ep03 – Alex Thorn, of Galaxy Digital
This episode’s guest on BRANESTORM is Alex Thorn, of Galaxy Digital. Alex Thorn is a Managing Director and Head of Firmwide Research at Galaxy Digital. At Galaxy, Alex leads a team of researchers dedicated to understanding and unpacking developments in the cryptocurrency ecosystem, producing insights for internal and external audiences.
Prior to joining Galaxy Digital, Alex spent 12 years at Fidelity Investments, mostly recently co-managing Avon Ventures, the early-stage crypto venture fund affiliated with FMR LLC, the parent company of Fidelity Investments. Before that, Alex was Director of Blockchain Research at Fidelity Center for Applied Technology, where he directed technology experimentation and published research on the cryptocurrency and blockchain ecosystem. He also held several roles in Legal and Compliance functions. Alex has a B.A. in Political Science from Vanderbilt University.
Twitter (X): @intangiblecoins
LinkedIn: alexth0rn
Galaxy Research: galaxy.com/insights/
Galaxy Research Twitter/X: @glxyresearch
Galaxy YouTube: @galaxydigitalhq
Key Points Covered:
18.17 to 18.30 (DeFi Works!)
20.10 to 20.27 (JP Morgan & SEC)
21.16 to 21.23 (Why no IPO on Eth!)
or 21.16 to 21.30 (Longer riff on that)
26.03 to 26.10 (Bitcoin miners)
29.03 to 29.17 (Crypto and AI overlap)
31.16 to 31.25 (BTC and renewables)
32.56 to 33.05 (DeFi and CeFi rates)
