Lucas Tcheyan
@Uptodatenow
VP Research @galaxyhq
Prev 5 years in Beijing at Carnegie Endowment | Goldman Sachs
Jaguars maxi
Disclaimer:
5.2K Following 3.5K Followers
Bitcoin holds $80K as technicals, positioning, and fundamentals signal a historical buying opportunity.
The Galaxy Grid team breaks down the case for Bitcoin, Anthropic’s S1 filing, AI-driven cybersecurity threats, and Solana’s Alpenglow update.
Live now⤵️
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We believe the bottom is in, selling pressure has diminished, the debasement case has strengthened, and the crowd has left
Legend Trade co-founder @apemoney joins us to discuss social trading activity and onchain perps they are seeing.
+ We break down why price action continues to dislocate from fundamentals, why retail traders are sitting in cash, and what’s next for crypto market structure.
Live now ⬇️
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Proving Humanity
In a world where agents can effectively counterfeit humans at enormous scale, we need a protocol for identity that verifies human operators.👇
Prediction markets were just the beginning. Conditional markets, the next generation of event-driven finance, are starting to take shape.
Deep dive by @ZackPokorny_ covering where the sector stands, who's building in it, and what's next.
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BTC posts its first red weekly close since September as the market hits a new wall of worry.
In our 1-year anniversary episode, we unpack the AI cryptography threat, Papertrade's zero-slippage 1000x perps, and new Galaxy research on Polymarket behavior and tokenized stocks.
Galaxy Grid is live now👇
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Conditional Markets Are Beginning to Blossom
Decision markets are scaling, impact markets are heading to mainnet, and new infra is pushing event-driven finance beyond prediction markets.
My newest report continues @glxyresearch coverage of the event-driven market space 👇
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huge
It’s time.
Alpenglow goes live on mainnet-beta Wednesday, October 21, ~14:50 UTC.
18 months of work for a migration that happens in one slot. Finality drops from seconds to ~150ms.
Make sure to follow us @anza_xyz as we countdown to go-live.
Details:
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We've got a date! Alpenglow will activate during epoch 1064 on Wednesday October 21. Make sure you're prepared! 🏔️🌄
To our knowledge, the first backtest of the full S&P 500 as a single AMM pool, and more exploratory analysis👇
Correlation isn't enough to make a good assets for an AMM pool.
Semis move together and still need ~130x annual turnover to break even.
Cola duopoly: ~16x
Big banks: ~5x
Moving in the same direction isn't the same as moving the same distance.
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I was the first LP in an all stock NVDA/AMD/SNDK pool on @CurveFinance.
Permissionless, live in minutes, and (it turns out) mostly a donation to arbitrageurs.
@newmichwill, @llamaintern we did the math on which pairs do work: dual share classes, duopolies, big banks, oil.
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New from @glxyresearch: we analyzed 2.9M Polymarket retail accounts using the full onchain record.
- 69.2% finished below break-even
- Losing accounts were ~2.5x as likely to stop trading
- Tech and science specialists were the most profitable, sports the least
Read the full report below.
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Good day to re-up this
🎬 THE MONEY TREE 🌳
Who gets to change the rules?
> a natural history of western monetary thought from Locke to Satoshi
watch my 15 minute documentary about the evolution of monetary philosophy from 1695 to 2026.. written by me, made with opus 5.5 & eleven labs
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Had a blast on this pod !
Lucas @Uptodatenow and the Galaxy research team are top tier
BTC tests $88K on $2.4B in ETF inflows as the market defies macro headwinds.
@RockawaysX @Ryanconnor joins to discuss esoteric onchain RWAs, where crypto and AI actually intersect, and the shifting crypto investment landscape.
We also break down @vitalikbuterin updated vision for Ethereum and why AI agents might trigger a bank run.
Galaxy Grid is live now👇
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Not your everyday crypto convo on this week's episode w/ @ryanconnor
He has some of the best views across all aspects of the market
We cover everything from esoteric RWA markets to crypto x AI to memes
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BTC tests $88K on $2.4B in ETF inflows as the market defies macro headwinds.
@RockawaysX @Ryanconnor joins to discuss esoteric onchain RWAs, where crypto and AI actually intersect, and the shifting crypto investment landscape.
We also break down @vitalikbuterin updated vision for Ethereum and why AI agents might trigger a bank run.
Galaxy Grid is live now👇
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Wow so there is now:
Next gen spot @jtx_trade
Next gen perps @PhoenixTrade
Next gen prediction markets @world_xyz
All fully on Solana built by proven teams
