Calls
6
#1436
Alpha Score 21.4
Steve Kurz
Founder Partner and Global Head of Asset Management, Galaxy
Win Rate
33.3%
return
-4.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 23
$19.73
+27.7%
Steve says the big open opportunity is expressing a crypto theme through traditional public securities. The universe of US-listed securities tied to crypto has grown from about 40 three years ago to over 300 today and is heading toward 400-500 with the coming IPO and M&A wave. Galaxy is launching a hedge fund around this and has State Street active ETFs that access the universe.
Thematic ETFs
Long
Jan 23
$91.65
-0.1%
Steve expects several first-order US regulatory/operational changes this year: in-kind creation/redemption for ETFs, adding staking to some ETF products, and loosening restrictions on tokenized money market funds. He says these steps are easy to do and will bring on-chain and traditional economies closer from the back end, leading within less than two years to wallets holding both traditional dollars and crypto assets.
Bonds & Rates
Long
Jan 23
$257.63
-60.8%
Steve sees crypto as a global generational trend and expects Gen Z/millennial retirement portfolios to lean much more heavily into crypto after lessons from bull/bear markets. He says those portfolios will look like Bitcoin, Ethereum, Solana, staking, and DeFi, with more integration between DeFi and traditional finance.
Crypto Assets
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Steve Kurz has 6 trade ideas tracked on Buzzberg across 6 tickers since January 2025. Ranked #1436 on the Buzzberg Alpha leaderboard. Most covered: BTC, ETH, SOL.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
