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Podcast • July 14, 2026

Robinhood Chain, Onchain Lending, and Bitcoin's BIP-110 Debate

In this episode

In this week's episode of Galaxy Grid, the hosts unpack a choppy market week as Bitcoin holds steady around $63.7k and Ethereum flashes slight outperformance while crypto ETF flows log their first positive week in nine weeks. The crew details MicroStrategy's massive $460 million equity sale to secure a $3 billion cash runway for extensive dividend coverage without offloading any corporate Bitcoin holdings. Turning on-chain, the team analyzes the sudden liquidity and volume rotation away from Solana into the newly launched Robinhood Layer-2 chain, highlighted by the explosive hundred-million-dollar surge of the "Cash Cat" token and FOMO’s native chain support expansion. Finally, the hosts break down the stagnant state of DeFi lending markets post-RSE exploit, analyze the cooling spot volumes on prediction platforms like Kalshi and Polymarket as a historic summer of sports trading winds down, and tackle the roaring internal Bitcoin governance debate surrounding the controversial BIP 110 spam-filtering soft fork proposal. 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...

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