Articles & Publications

Galaxy Fund Management Newsletter

MARKET COMMENTARY The fundamental theses for bitcoin and digital assets took center stage in April as markets recovered amid COVID-19 volatility. Bitcoin rallied to finish with a return of 36.12%…

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CUSTODY IN THE AGE OF DIGITAL ASSETS

How did it start? The market for digital assets has evolved dramatically since the release of Satoshi Nakamoto’s Bitcoin white paper nearly ten years ago. From Bitcoin’s origins as a…

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BITCOIN INVESTMENT THESIS 1

BITCOIN’S ROLE AS AN ALTERNATIVE INVESTMENT   Bitcoin is many things to many people – why they choose to hold bitcoin depends on their circumstances and views of what bitcoin…

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BITCOIN INVESTMENT THESIS 2

AN ASPIRATIONAL STORE OF VALUE   Bitcoin can be described as an aspirational store of value-creating value as it matures into a store of value. An analogy is that investing…

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Crypto, What Is It Good For?

An Overview of Cryptocurrency Use Cases Over a decade ago, a white paper by Satoshi Nakamoto was distributed to a cryptography mailing list outlining a novel proposal for a “peer-to-peer…

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Q3 2020 quarterly report

Every quarter, Genesis highlights some of the key trends they observed across all business lines including spot trading, derivatives trading, and lending. The company also discusses some of its macro…

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Bitcoin as an Investment

Read Part 1 Article Here In Part 1, ARK described how Bitcoin, a novel economic institution, satisfies the four assurances that maximize the probability of a robust and predictable financial system….

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Crypto Mega Theses

Multicoin Capital is a thesis-driven crypto fund that invests in networks and companies reshaping entire sectors of the global economy. While a bit dated, this essay aims to define and…

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