Why Now is the Time to Add and Hold BTC, Anthropic’s S-1, and Solana’s Alpenglow

In this episode of Galaxy Grid, the hosts unpack a dynamic week for digital assets as Bitcoin clings to the $80K level amid wild swings in ETF flows and mounting macro anxiety. Alex Thorn details his latest research report, explaining why technicals, positioning, and fundamentals show now is a historically strong time to buy and hold Bitcoin. The conversation then shifts to the recent Anthropic S1 filing, analyzing their explosive revenue growth, significant convertible note revaluations, and the unprecedented existential risk disclosures in the prospectus. Thaddeus Pinakiewicz breaks down the sudden surge in AI-driven cybersecurity threats, specifically discussing the severe PHP vulnerabilities discovered by commercial models and the immediate need for agentic defense systems. Finally, the crew examines Solana’s new Alpenglow update, debating its impact on transaction finality, network consensus, and the chain’s pivot toward capturing institutional TradFi volume beyond meme coins. 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...