I had the opportunity to sit down with @novogratz to chat about markets, $GLXY's best quarter ever (Q3 was $505M in net income), how they are positioning for the future of crypto, and their rapidly growing AI data center business! Super excited to share with everyone; 01:00 – Short-Term Market Outlook 07:05 – Navigating Volatility 11:58 – Hedging Tactics, Puts vs Cash 14:56 – Asymmetric Bets & Risk Taking 22:05 – Galaxy’s Big Themes: AI & Crypto 26:17 – Galaxy Building The Next Data Center Giant 30:00 – Can Galaxy Rival Digital Realty? 33:27 – AI Infra + Crypto = Galaxy’s Edge 38:24 – Galaxy’s Crypto Growth Curve 41:39 – Galaxy’s 5-Year Crypto Vision 43:36 – Are Big Banks Too Late? 44:20 – Galaxy’s On-chain Master Plan 46:25 – Tokenization’s Massive Upside 47:25 – How Galaxy Wins from RWA Boom 50:14 – The Herd Is Finally Coming 53:58 – Final Thoughts

This is the first episode of the newly launched @MilkRoad AI podcast I am doing with @KyleReidhead and @Potrock_! You can watch this episode on Milk Road's Youtube or Spotify accounts if you prefer.