Bitcoin, AI, Market Dynamics, and Q4 Uncertainty with Alex Thorn

In this episode, I sit down with Alex Thorn, Head of Firmwide Research at Galaxy, to unpack the intersection of Bitcoin, AI, and global market dynamics. We discuss how AI CapEx is driving GDP growth, why Bitcoin’s volatility is increasingly tied to macroeconomic factors, and how institutional adoption is reshaping the landscape of digital asset treasuries. Alex breaks down the parallels between today’s AI boom and the dot-com era, the role of Bitcoin treasuries in uncertain markets, and what the next wave of Bitcoin-native companies might look like. If you want to understand how Bitcoin fits into a rapidly changing world of AI-driven growth and financial evolution, this one’s for you. Follow Alex on X → https://x.com/intangiblecoins Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti 00:00 Market Dynamics and Current Trends 13:27 The AI CapEx Boom and Its Implications 20:23 The Future of AI and Its Economic Impact 23:14 Digital Asset Treasuries: Current Trends and Future Outlook 37:07 The Evolution of Bitcoin Companies and Market Dynamics Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites. Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise