Head of Firmwide Research $GLXY @galaxyhq @glxyresearch 🎙️galaxybrains.io Fmr VC @Fidelity Patron @pubkey_nyc disclaim t.ly/naQP4
Joined August 2017
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29 Sep 2025
HISTORY IS LONGER THAN YOU THINK
no global leader alive has governed under a hard money standard. not one
will that always be true? i don’t think so
bitcoin disrupts — not by accident, but by design
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Alex Thorn retweeted
Bitcoin just confirmed its 11th-largest downward difficulty adjustment ever: −10.09% (138.96T to 124.93T) at block 953,568, the 2nd-biggest drop of 2026.
A ~15% June price slide squeezed miner margins. The epoch ran 15.6 days vs the 14-day target as hashrate came offline.
⛏️⛏️
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KINGFISHR
one of the best bands coming up globally
live at malahide castle north of dublin
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Alex Thorn retweeted
Jun 13
Welcome to the AI wars.
We are now staring down the barrel of KYC and Anti-Compute Laundering laws for frontier models.
And this is just for Mythos. What happens when we get further capability jumps? Will the public have access to frontier intelligence ever again?
We fought this battle in the 90s for free and open access to cryptography, but it was not easy.
The fight this time around will be much harder and the stakes will be much higher.
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Jun 12
BITCOIN MAY NOT HAVE BOTTOMED YET
HERE’S WHERE THE DATA DAYS IT COULD
we analyzed every cycle top and bottom in bitcoin’s history. the 4-year cycle is still real, but it’s compressing. and that compression changes where the floor sits
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Jun 12
reminder, this is a data exposition and does not factor exogenous factors like market, geopolitical, or regulatory developments. this is a comparison of bitcoin onchain indicators and empirical historical timing analysis
scenarios are provided for illustrative purposes only. actual results may differ materially. more disclaimers
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Jun 12
read the whole report here for much more info, explanations of our analysis, and many, many more charts galaxy.com/insights/research…
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