Our portfolio companies are hiring! 🚀 🔹 Backend Engineer — Rain: rain.xyz/careers?utm_source=… 🔹 Head of Strategic Accounts — Mesh: job-boards.greenhouse.io/mes… 🔹 Head of Product — 1Money Network: 1money.com/careers/product-m… 🔹 Head of Sales, US — Fence: jobs.ashbyhq.com/fence-finan… 🔹 Product Designer — Ornn: ornn.com/careers/product-des… Full list of open roles at our portfolio companies are here: venturecareers.galaxy.com/co…

Excited to collaborate with @k3_capital, @monad, @withAUSD and @AccountableData on bringing institutional credit onchain.

Introducing Galaxy Curator: institutional vault curation, built on @Morpho and natively distributed through @FireblocksHQ Earn. Institutional stablecoin balances sit idle between deployment cycles and settlement windows — not because there's no demand for yield, but because the infrastructure to safely deploy at scale hasn't existed. That changes today.

🚨Latest Galaxy Research: The raise-and-hold era for Digital Asset Treasury companies is over. Our team lays out what comes next — and why the DATs that survive will be the ones that put their assets to work. DATs now span 27 distinct tokens across 105+ companies. But mNAV has compressed to near 1, and some DATs are already liquidating holdings just to fund buybacks. Narrative alone won't sustain valuations anymore. Enter DATs 2.0. PoS DATs have something BTC treasury companies don't: the ability to stake, validate, and deploy capital onchain, creating the opportunity for a robust business model The playbook goes way beyond staking yield: → Basis trading (5–15% annualized in bull markets by going long the spot asset --which the DAT already holds--while shorting perpetual futures when funding rates are positive) → MEV capture via proprietary validators → Prop AMMs for onchain market-making → Concentrated liquidity provision → Liquidation arbitrage → Vault seeding across DeFi We're also seeing a new symbiosis between DATs and protocol foundations. The Ethereum Foundation has sold ETH directly to DATs via OTC. SUIG launched a synthetic dollar with Ethena and the Sui Foundation — 90% of fees flow back to ecosystem growth. And some DATs are going full operating company. Nakamoto acquired BTC Inc. — 1.13B social impressions in 2025, ~$78M in estimated revenue, 106% YoY growth. That's real cash flow. The bottom line from our researchers: "Give investors a reason to pay a premium on your stock or hang it up." Consolidation is coming. Scale and operational sophistication will determine who lasts. Read the full report below: galaxy.com/insights/research…

The future of crypto is being built today—and Galaxy Ventures is here to help us build it together. We invest in the technologies reshaping how value moves and scales globally: ▪️Crypto Infrastructure: L1s/L2s, scaling, ZK, security, data ▪️Payments: stablecoins, RWAs, onchain finance Explore how we’re empowering the next generation.