Strategy's Real ‘Strategy.’ Plus: Enter the Privacy/AI Trade

In this week's episode of Galaxy Grid, the hosts break down a massive week across the crypto markets. The crew kicks off by analyzing Bitcoin's surge past $81k and the strategic shifts from major accumulators like MicroStrategy and Bitmine. They also dive into the evolution of Digital Asset Treasuries following Solstrategies' $18 million acquisition of Houdini Swap, before debating the rise of "Corpo chains" like Circle's newly valued ARC network. Finally, the team unpacks the explosive price action in privacy and AI tokens, highlighting Zcash and Venice AI and reviews Zach's latest on-chain post-mortem of the Kelp DAO exploit's impact on Aave's highly leveraged looping markets. This episode was recorded on 5/11/26 Keep in touch: ▸ Follow us on Twitter: https://x.com/galaxyhq & https://x.com/glxyresearch ▸ Read our research at https://www.galaxy.com/research ▸ Subscribe to receive Galaxy Research's weekly newsletter: https://www.galaxy.com/subscribe-to-r... This video, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at https://www.galaxy.com/galaxy-digital...