Alex Thorn 5.0 57 ideas
Head of Firmwide Research, Galaxy Digital
ⓘ Each mention is one idea
After 1 day
61%winrate
+1.9% avg
19W / 12L · 31/12 ideas
After 1 week
80%winrate
+3.1% avg
24W / 6L · 30/12 ideas
After 1 month
51%winrate
+2.0% avg
19W / 18L · 37/12 ideas
After 3 months
10%winrate
-16.8% avg
2W / 19L · 21/12 ideas
57 total mentions ·
12 actionable
(12 long)
· 12 watch
· 32 neutral
Win-rate includes long + short only. Short wins when price falls.
By theme
Crypto
47 ideas
+1.9%
Fintech
6 ideas
+2.2%
Macro
3 ideas
-1.6%
Healthcare
1 ideas
+9.4%
Top tickers (by frequency)
BTC
37 ideas
48% W
-1.2%
COIN
3 ideas
50% W
+2.5%
ETH
2 ideas
100% W
+22.0%
KRE
2 ideas
50% W
+4.0%
USDT
1 ideas
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Best and worst 30-day returns
Price change 30 days after entry. Extreme outliers excluded.
Best calls
MGX LONG
+9.4%
Investment in later
Nov 24
BTC LONG
+7.8%
The author implies a long position in Bitcoin is attractive, as the weekly RSI indicator is at its third-lowest level si...
Feb 24
HYPE LONG
+1.7%
The filing of a spot HYPE ETF using a commodity-based trust structure, if approved, would provide regulatory clarity by ...
Mar 20
The tweet discusses historical Bitcoin block size wars and Gavin Andresen's controversial endorsement of Craig Wright as Satoshi, but offers no current market view or actionable trade idea.
BTC
Apr 26, 11:04
Head of Firmwide Research,...
The tweet reflects on Satoshi Nakamoto's final communications and untouched Bitcoin holdings, emphasizing the legacy and community ownership of Bitcoin without offering a forward-looking price or trade view.
BTC
MED
Apr 26, 10:07
Head of Firmwide Research,...
The tweet discusses unverified and potentially compromised communications attributed to Satoshi Nakamoto after his last confirmed message in 2011, with no clear market impact or directional view on Bitcoin.
BTC
MED
Apr 26, 10:05
Head of Firmwide Research,...
The tweet recounts historical events surrounding Satoshi Nakamoto's communications and account compromises, but expresses no forward-looking market view or trade idea.
BTC
MED
Apr 26, 09:31
Head of Firmwide Research,...
The tweet reflects on Satoshi Nakamoto's final communications and untouched Bitcoin holdings, emphasizing the legacy and community ownership of Bitcoin without expressing a forward-looking market view.
BTC
MED
Apr 26, 09:31
Head of Firmwide Research,...
Buy STRK based on an influencer's endorsement, expecting the endorsement to generate short-term buying interest and positive social sentiment.
STRK
MED
Apr 22, 02:37
The author argues that in a deteriorating geopolitical and monetary environment, one must own a single, objectively scarce asset that can be self-custodied and traded without permission, which is a forward-looking case for Bitcoin.
BTC
HIGH
Mar 30, 02:20
Current negative narratives and waning attention in Bitcoin are short-sighted and present a historic buying opportunity similar to past cycles.
BTC
HIGH
Mar 25, 19:26
The filing of a spot HYPE ETF using a commodity-based trust structure, if approved, would provide regulatory clarity by implicitly classifying HYPE as a commodity, which is bullish for the asset.
HYPE
MED
Mar 20, 22:49
The traditional banking sector will face long-term headwinds as it actively resists crypto innovation (like stablecoins) to protect its legacy payments and cheap deposit business models.
XLF
MED
Mar 09, 22:25
“only hard money in a soft world’s bitcoin”
coming soon (as soon as i finish writing the verses) 👀🔊 https://t.co/IcxPThbZB4
BTC
Mar 08, 18:40
World Liberty Financial is proposing that unlocked WLFI tokens (20% of supply) be stripped of governance rights unless they are staked for at least 180 days 🤔 https://t.co/Zhm1TGht40
WLFI
Mar 08, 15:08
The author expects interest rates to decline due to both short-term geopolitical conflict and the long-term structural need to manage US debt service costs, which is bullish for long-duration bonds.
TLT
MED
Mar 07, 17:09
Alex Thorn (@intangiblecoins) replying to @intangiblecoins
layer on the fact that these are mostly permissioned chains — maybe you can access them, but validator sets are permissioned
such federated
SOL
Mar 07, 16:48
Alex Thorn (@intangiblecoins) replying to @intangiblecoins
layer on the fact that these are mostly permissioned chains — maybe you can access them, but validator sets are permissioned
such federated
ETH
Mar 07, 16:48