Uploaded August 2025 | Updated September 2026, 2 days ago
Gm! This week, Duncan and Matt join Yano to dive into Galaxy the day before their quarterly earnings drop. In this episode, Duncan and Matt dive into Galaxy’s unique business model and how it’s perfectly positioned for the AI, crypto and datacenter narratives and how this will propel GLXY stock, as we move into the future.
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Start your day with crypto news, analysis and data from Katherine Ross.
Subscribe to the Empire newsletter: blockworks.co/newsletter/empire?utm_source=podcasts
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Follow Rittenhouse Research: https://x.com/RHouseResearch
Follow Duncan: https://x.com/FloodCapital
Follow Jason: https://x.com/JasonYanowitz
Follow Empire: twitter.com/theempirepod
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Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
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SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees.
SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
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Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
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Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.
Visit ledn.io to learn more.
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Chapters:
00:00 - Intro
02:32 Unpacking Galaxy
06:35 Bitcoin Mining
14:01 Crypto Business
16:02 Ads (Skale, Katana)
17:32 Galaxy’s Products
24:43 Goldman Sachs’ Valuation
31:58 Data Center Business
42:39 Ads (Skale, Katana)
44:10 Galaxy’s Business Evolution
53:40 Economics Explored
01:01:06 Data Center Developments
01:13:05 Ads (LEDN)
01:14:06 Challenges
01:26:55 GLXY Stock Analysis
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! This week, Duncan and Matt join Yano to dive into Galaxy the day before their quarterly earnings drop. In this episode, Duncan and Matt dive into Galaxy’s unique business model and how it’s perfectly positioned for the AI, crypto and datacenter narratives and how this will propel GLXY stock, as we move into the future.
--
Start your day with crypto news, analysis and data from Katherine Ross.
Subscribe to the Empire newsletter: blockworks.co/newsletter/empire?utm_source=podcasts
--
Follow Rittenhouse Research: https://x.com/RHouseResearch
Follow Duncan: https://x.com/FloodCapital
Follow Jason: https://x.com/JasonYanowitz
Follow Empire: twitter.com/theempirepod
--
Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees.
SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
--
Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.
Visit ledn.io to learn more.
--
Chapters:
00:00 - Intro
02:32 Unpacking Galaxy
06:35 Bitcoin Mining
14:01 Crypto Business
16:02 Ads (Skale, Katana)
17:32 Galaxy’s Products
24:43 Goldman Sachs’ Valuation
31:58 Data Center Business
42:39 Ads (Skale, Katana)
44:10 Galaxy’s Business Evolution
53:40 Economics Explored
01:01:06 Data Center Developments
01:13:05 Ads (LEDN)
01:14:06 Challenges
01:26:55 GLXY Stock Analysis
—
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
