c8alpha
Investors / stance tracking

What Mike Novogratz is saying

Founder/CEO, Galaxy Digital

78 dated public stances tracked since 2014-07-22, most recently 2026-02-21. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Mike Novogratz's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Mike Novogratz is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

Think we got something wrong? Report a misattribution — we correct it or take it down.

78
tracked stances
34
themes
2
side flips
2026-02-21
last heard
Returns  90d -2.2% (n=41) · 180d -6.1% (n=40) · 1y +31.5% (n=14)

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

View flips

Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.

SILVER — bullish2025-12-24 → bearish2026-02-18
GOLD — bullish2025-12-24 → bearish2026-02-18

Most-argued themes

ThemeStancesLeanMixLast
BITCOIN1616 bullish2026-02-21
Crypto Other77 bullish2026-02-21
GOLD64 bullish / 1 bearish / 1 neutral2026-02-18
ETHEREUM44 bullish2025-09-30
GLXY44 bullish2026-02-03
SOL44 bullish2026-02-21

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-02-21 SOL bullish Mike Novogratz · video
Galaxy raised $620M to buy discounted Solana holdings betting on price appreciation, with those tokens now worth more than double the purchase price at $1.2B+
“Galaxy raised $620 million to buy discounted Solana holdings. Those tokens are now worth more than $1.2 billion.”
Inside The Trade That Made Mike Novogratz An AI Kingpin—And Could Net Him $20 Billion
2026-02-21 Crypto Other bullish Mike Novogratz · video
Crypto must evolve beyond Bitcoin and speculation into real financial infrastructure (e.g., decentralized exchanges for everyday transactions) or the industry will have failed its potential
“If in 3 years you can't buy your Taylor Swift ticket through a decentralized exchange, we will have failed.”
Inside The Trade That Made Mike Novogratz An AI Kingpin—And Could Net Him $20 Billion
2026-02-21 BITCOIN bullish Mike Novogratz · video
Distressed Bitcoin mining infrastructure acquired cheaply during the FTX crisis turned out to be scarce, high-value power infrastructure commanding long-duration AI data center leases worth $1B+ annually as power shortages tied to AI create massive demand
“We were in a lot of ways lucky and in a lot of ways smart.”
90d +11.0% · 180d +7.4%
Inside The Trade That Made Mike Novogratz An AI Kingpin—And Could Net Him $20 Billion
2026-02-18 BITCOIN owns Mike Novogratz · video
Whale selling has exhausted after Bitcoin crossed $100K and the low is likely in at $60K, with ETF flows, impending market structure legislation, and institutional adoption providing fresh narrative catalysts
“I think we put a low in at 60... yes, I've been buying some Bitcoin recently”
90d +15.6% · 180d -2.9%
Billionaire Investor Reveals Why Bitcoin Keeps Dropping | Mike Novogratz
2026-02-18 SILVER bearish Mike Novogratz · video
Silver's chart pattern overlays identically onto prior historical bubble tops (NASDAQ, Nikkei 1989) indicating the cycle high is already in and new highs are highly unlikely
“take the silver chart, put it right over it, and tell me you want to buy silver”
90d +4.6% · 180d +15.0%
Billionaire Investor Reveals Why Bitcoin Keeps Dropping | Mike Novogratz
2026-02-18 GOLD bearish Mike Novogratz · video
Gold appears to have put in a cycle high alongside silver after last year's strong run, making chasing it at current levels unattractive
“does it mean run into gold now? I don't think so”
Billionaire Investor Reveals Why Bitcoin Keeps Dropping | Mike Novogratz
2026-02-18 short US MEGA-CAP EQUITIES / long Japan Equities pair Mike Novogratz · video
Flow of funds are rotating from overvalued US mega-cap equities into undervalued international markets as the dollar's reserve currency status weakens and foreign capital diversifies away from US Treasuries
“short mega cap in the US and long the rest of the world”
Billionaire Investor Reveals Why Bitcoin Keeps Dropping | Mike Novogratz
2026-02-03 GLXY bullish Mike Novogratz · video
Galaxy is actively building into prediction market infrastructure and liquidity provision as a new revenue stream, capitalizing on a fast-growing market that has attracted billions in institutional investment like ICE/Jefferies' $2B into Polymarket
“if you look at prediction markets, most of the volume happens around sports betting”
90d +32.7% · 180d -0.5%
Novogratz on Crypto Legislation, Prediction Markets
2026-02-03 Crypto Other bullish Mike Novogratz · video
A crypto market structure bill will pass within weeks because Republicans need a win as the 'crypto party' and Democrats want crypto off the political table ahead of elections, making a compromise inevitable despite banking lobby opposition
“two two weeks at six weeks. And I think my hope is we have something done”
Novogratz on Crypto Legislation, Prediction Markets
2026-02-03 PREDICTION MARKETS INFRASTRUCTURE / LIQUIDITY PROVISION bullish Mike Novogratz · video
Galaxy Digital is pursuing market-making and liquidity provision roles in prediction markets because volume is growing rapidly, sports betting dominates activity, and the new regulatory regime is more permissive than the prior administration
“We want to look at infrastructure there. We want to be market makers. We want to be providers of liquidity”
Novogratz on Crypto Legislation, Prediction Markets
2026-02-03 BITCOIN bullish Mike Novogratz · video
Leverage has been washed out, selling was community relief after crossing $100K, and 70-100K is now the established range with Bitcoin near its bottom at $76K while regulatory catalysts (market structure bill, Warsh dovishness being re-rated) could provide…
“70 to 100 is probably the new range and we're at 76 so I think we're towards the bottom end”
90d +5.6% · 180d -16.1%
Galaxy Digital Founder & CEO Mike Novogratz Talks Cryptocurrency, Bitcoin | Bloomberg Talks
2026-02-03 GLXY bullish Mike Novogratz · video
Galaxy stock trades at a deep discount to the data center business alone — which now exceeds the crypto business in value — before any credit for the crypto book
“our stock seems to trade very cheap relative to what I think the data center business is worth alone”
90d +32.7% · 180d -0.5%
Galaxy Digital Founder & CEO Mike Novogratz Talks Cryptocurrency, Bitcoin | Bloomberg Talks
2026-02-03 Crypto Other bullish Mike Novogratz · video
Traditional banks and finance companies are accelerating into tokenization, staking, and on-chain credit, driving a bull market in crypto infrastructure even as legacy token prices languish — stablecoin volume in January was described as explosive
“there's still a bull market and there's a bull market in infrastructure”
Galaxy Digital Founder & CEO Mike Novogratz Talks Cryptocurrency, Bitcoin | Bloomberg Talks
2026-01-16 GLXY bullish Mike Novogratz · video
ERCOT approval of 1.6 GW capacity at Helios positions Galaxy as a major power landlord to hyperscalers, with $15B+ in contracted rent already and another ~800 MW to lease, warranting a significant re-rating of the data center subsidiary alone
“we have 800 megawatts leased to core… that's over 15 billion dollars of rent that comes in”
90d -28.8% · 180d -28.4%
Galaxy CEO Michael Novogratz on data center expansion, fate of Senate crypto bill
2026-01-16 Crypto Other bullish Mike Novogratz · video
Bipartisan Senate desire to pass crypto legislation within weeks will provide regulatory clarity that allows the crypto industry to accelerate growth, making crypto assets broadly a buy ahead of the bill
“I fundamentally think a bill is going to get done in the next few weeks”
Galaxy CEO Michael Novogratz on data center expansion, fate of Senate crypto bill
2025-12-24 HYPE bullish Mike Novogratz · video
Hyperliquid is a good token because it functions like a business — it burns 98% of exchange profits back to token holders — making it easy to value like equity and representative of the future of tokens
“they take 98% of the profits they make on the exchange and they burn their tokens”
2026 is a Year for Building with Mike Novogratz
2025-12-24 COPPER bullish Mike Novogratz · video
Copper is part of the same macro trade as gold and silver, benefiting from dollar weakness and liquidity injection
“it's the steepener, it's gold and silver, it's copper”
90d -2.5% · 180d +13.5%
2026 is a Year for Building with Mike Novogratz
2025-12-24 GOLD bullish Mike Novogratz · video
Gold is part of a macro trade driven by dollar weakness, Fed rate cuts, and liquidity injection into the system
“it's the steepener, it's gold and silver, it's copper, Bitcoin could join that crowd”
90d -1.9% · 180d -6.6%
2026 is a Year for Building with Mike Novogratz
2025-12-24 RWA bullish Mike Novogratz · video
Tokenized equities of major brands like Apple, Tesla, SpaceX will emerge as a real asset class by end of 2026, distributed via crypto wallets to underbanked populations globally, creating massive new demand
“tokenized equities will be a thing sometime between now and the end of next year”
2026 is a Year for Building with Mike Novogratz
2025-12-24 SILVER bullish Mike Novogratz · video
Silver is leading the macro trade driven by dollar weakness and Fed easing, currently outperforming gold
“silver is the lead horse in this race right now”
90d -3.5% · 180d -9.7%
2026 is a Year for Building with Mike Novogratz
2025-12-24 USD bearish Mike Novogratz · video
Dollar weakness is expected as the Fed cuts rates aggressively and injects liquidity, making non-dollar assets attractive
“sell the dollar, you know, buy the euro, buy the Mexican currency, the carry currency”
90d -2.6% · 180d -5.2%
2026 is a Year for Building with Mike Novogratz
2025-12-17 BITCOIN bullish Mike Novogratz · video
Galaxy holds Bitcoin, Ethereum, Solana, and Hyperliquid as core balance sheet positions because they have the best token distribution history and least sell pressure relative to other altcoins
“Bitcoin, Ethereum, Salana, and Hyperliquid as kind of our four horsemen”
90d -14.2% · 180d -23.1%
Mike Novogratz on BTC's Slide, Altcoins & Big 2026 Predictions
2025-12-17 SILVER bullish Mike Novogratz · video
Silver is leading the precious metals race into year-end and seasonally tends to maintain that lead, making it a near-term outperformer over Bitcoin
“silver is the horse in the front of the race. Normally the horse in the front of the race wins”
90d +18.9% · 180d +5.3%
Mike Novogratz on BTC's Slide, Altcoins & Big 2026 Predictions
2025-12-17 HYPE bullish Mike Novogratz · video
Hyperliquid is the ideal token structure because its economics tie token value directly to platform usage and revenue, unlike most altcoins which are pure community tokens with no economic passthrough
“Hyperliquid, I think, as the ideal token”
Mike Novogratz on BTC's Slide, Altcoins & Big 2026 Predictions
2025-12-17 Big Tech bullish Mike Novogratz · video
AI is a bubble but likely to become the greatest bubble of all time because the story is so powerful, and calling it early typically means being two years premature
“AI is a bubble and my guess is it's going to become the greatest bubble of all time”
90d +0.6% · 180d +24.2%
Mike Novogratz on BTC's Slide, Altcoins & Big 2026 Predictions
2025-12-17 ALTCOINS (BROAD) bearish Mike Novogratz · video
Most altcoins were structured as community tokens with no economic value accrual to holders, creating permanent sell pressure from token unlocks with no fundamental buyer base
“altcoins have sucked because they were designed to suck”
Mike Novogratz on BTC's Slide, Altcoins & Big 2026 Predictions
2025-12-17 TOKENIZED REAL-WORLD ASSETS ON BLOCKCHAIN bullish Mike Novogratz · video
Regulatory clarity under the new SEC leadership and favorable market structure legislation are enabling Wall Street's distribution machine to tokenize and sell real-world assets globally over an 18-month to 3-year buildout
“the future of blockchains and digital assets, real world assets on blockchains, is as bullish as it's ever been”
Mike Novogratz on BTC's Slide, Altcoins & Big 2026 Predictions
2025-12-17 GOLD bullish Mike Novogratz · video
Central bank and Tether buying are dominating flows into gold, and a dovish Fed with rate cuts creates a favorable macro environment for the metal
“you know why is gold up? Because central banks and tether have been buying it”
90d +15.0% · 180d -0.7%
Mike Novogratz on BTC's Slide, Altcoins & Big 2026 Predictions
2025-11-18 BITCOIN bullish Mike Novogratz · video
US $38 trillion national debt has no silver bullet fix without inflation/monetization, making Bitcoin's digital-gold store-of-value narrative durable and driving a path to $1M per coin
“I'd like Bitcoin to get to a million in about four years”
90d -25.9% · 180d -16.7%
Novogratz on BTC, XRP, Immigration, and The Billions Scene He Inspired | Spotlight
2025-11-18 Crypto Other bullish Mike Novogratz · video
Sovereign debt debasement across the US, Europe, and Japan is eroding purchasing power and fueling a populist backlash that makes scarce digital assets structurally attractive as wealth preservation vehicles
“crypto plays perfectly — we are in the golden era of crypto”
Novogratz on BTC, XRP, Immigration, and The Billions Scene He Inspired | Spotlight
2025-10-22 BITCOIN bullish Mike Novogratz · video
Ongoing fiat currency debasement driven by excessive government spending underpins Bitcoin's structural bull case over the longer term
“as long as the debasement of fiat currencies goes on crypto is going to be seen and Bitcoin is going to be seen”
90d -17.9% · 180d -29.5%
Bitcoin will likely stay between $120,000-$125,000 by year-end, says Galaxy CEO Mike Novogratz
2025-10-22 SPX bullish Mike Novogratz · video
S&P chart is less than 1% from a technical breakout level and ample liquidity plus the AI narrative suggest stocks end the year much higher, which could also pull crypto higher
“just looking at those charts it looks like stocks are going to end the year much higher”
90d +1.8% · 180d +6.7%
Bitcoin will likely stay between $120,000-$125,000 by year-end, says Galaxy CEO Mike Novogratz
2025-09-30 GOLD bullish Mike Novogratz · video
The Fed is cutting into all-time highs in equities, gold, and crypto while the US carries $35T in debt it needs to inflate away, creating a dangerous monetary environment where gold functions as a dollar-debasement hedge.
“rarely does the Fed cut when inflation's still perky, when gold is at an all-time high”
90d +12.1% · 180d +16.6%
The Art of Trading and Galaxy’s Next Chapter | Mike Novogratz
2025-09-30 GLXY bullish Mike Novogratz · video
The $20–25B in contracted data-center rent from Coreweave over 15 years creates a bond-like cash flow floor that significantly de-risks the stock, while the crypto business provides asymmetric upside if cycle continues.
“there's a much higher floor to the share price than there ever was before”
90d -31.5% · 180d -49.3%
The Art of Trading and Galaxy’s Next Chapter | Mike Novogratz
2025-09-30 HYPE owns Mike Novogratz · video
Founders Jeff and Sophia are serious long-haul builders with a strong moat, generating $1.5–2B EBITDA annually from 12 employees, and the token is not a quick-exit scheme given founders' Harvard pedigree and existing wealth.
“I own a lot of hyperl... they're in it for the long haul”
The Art of Trading and Galaxy’s Next Chapter | Mike Novogratz
2025-09-30 BITCOIN owns Mike Novogratz · video
Regulatory clarity from the GENIUS Act and incoming market structure bill will force large institutions into crypto, with Apple-style stablecoin integration accelerating broad adoption of the Bitcoin community/brand.
“I'm a lot of Bitcoin... I'm long a lot of crypto”
90d -23.6% · 180d -42.2%
The Art of Trading and Galaxy’s Next Chapter | Mike Novogratz
2025-09-30 CHINESE EQUITIES owns Mike Novogratz · video
Chinese equities remain very cheap relative to US tech names while China's government is actively fighting deflation with stimulus, making them a credible diversifier against dollar-centric risk.
“I'm long a lot of Chinese equities... they're still very very cheap relative to US equity tech names”
The Art of Trading and Galaxy’s Next Chapter | Mike Novogratz
2025-09-30 BNB owns Mike Novogratz · video
CZ is a proven kingmaker who copies the best ideas and out-executes everyone, making his token a beneficiary of whatever narrative he decides to enter next (currently eyeing Hyperliquid).
“I went and bought some of his token today because I'm like he's a kingmaker”
The Art of Trading and Galaxy’s Next Chapter | Mike Novogratz
2025-09-30 ETHEREUM owns Mike Novogratz · video
Ethereum benefits from the same incoming US regulatory framework (GENIUS Act, market structure bill) that is set to force institutions and consumer apps on-chain.
“I'm long Ethereum I'm long Solana”
The Art of Trading and Galaxy’s Next Chapter | Mike Novogratz
2025-09-30 SOLANA owns Mike Novogratz · video
Solana benefits from the same regulatory clarity tailwind and institutional on-chain shift that Novogratz sees driving the broader crypto cycle.
“I'm long Ethereum I'm long Solana”
The Art of Trading and Galaxy’s Next Chapter | Mike Novogratz
2025-09-23 SOL bullish Mike Novogratz · video
Jump Capital — the premier builder of financial market architecture on blockchains — is betting Solana is the foundation for capital markets, and SEC chair Atkins explicitly wants markets to move on-chain, making Solana the structural infrastructure winner
“Jump sees the Salana blockchain as what will be the foundation for capital markets in America”
Novogratz Helps Fuel Crypto's Rise | Bloomberg Crypto 9/23/2025
2025-09-11 BITCOIN bullish Mike Novogratz · video
Bitcoin is in a temporary consolidation as competing ecosystems absorb capital, but Fed rate-cut cycle beginning plus accelerating crypto regulatory momentum should drive another significant surge into year-end
“I think probably we have another big surge up towards the end of the year”
90d -20.3% · 180d -39.4%
Galaxy CEO Mike Novogratz: Bitcoin could see another big surge towards the end of the year
2025-09-11 SOL bullish Mike Novogratz · video
Solana's 14 billion daily transactions — exceeding all equity, fixed income, commodity, and FX volume combined — makes it the de facto financial-market blockchain at the exact moment the SEC chair is mandating on-chain markets, driving institutional capital…
“I'm calling this the Season of Soul”
90d +2.7%
Galaxy CEO Mike Novogratz: Bitcoin could see another big surge towards the end of the year
2025-08-12 ETHEREUM bullish Mike Novogratz · video
Ethereum has sustained value as the primary blockchain layer for stablecoins, payments, and tokenized assets, and anyone who bought at any point remains profitable, supporting continued holding.
“If you had bought Ethereum at any time, you're feeling pretty good about it.”
Lessons from a Decade in Crypto: Mike Novogratz on Galaxy, Bitcoin's $1M Roadmap, Crypto Communities
2025-08-12 BITCOIN bullish Mike Novogratz · video
Bitcoin is driven by two vectors — growing adoption (orange-pilling) and a macro backdrop of perpetual government deficit spending that debases fiat currencies globally, both of which remain firmly intact.
“The deficit is going to be higher, not lower. Politicians can't help themselves.”
90d -11.8% · 180d -41.5% · 1y -47.2%
Lessons from a Decade in Crypto: Mike Novogratz on Galaxy, Bitcoin's $1M Roadmap, Crypto Communities
2025-08-12 USD bearish Mike Novogratz · video
Structural deficit spending by the US, Europe, and Japan is politically irreversible, ensuring ongoing fiat debasement regardless of stated fiscal intentions from policymakers like Bessent.
“Fiat currencies get debased. Scott Bessant is failing at bending debt to GDP.”
90d -2.8% · 180d -1.1% · 1y -6.4%
Lessons from a Decade in Crypto: Mike Novogratz on Galaxy, Bitcoin's $1M Roadmap, Crypto Communities
2025-08-12 USTS bearish Mike Novogratz · video
While MicroStrategy succeeded by building a unique identity beyond just Bitcoin exposure, the flood of copycat balance-sheet companies feels like late-cycle frenzy and may not all sustain the same premium.
“At one point, that's what bubbles feel like.”
Lessons from a Decade in Crypto: Mike Novogratz on Galaxy, Bitcoin's $1M Roadmap, Crypto Communities
2024-06-04 ETH bullish Mike Novogratz · video
Spot Ethereum ETF approval would credential the asset with mainstream institutions — a second step in the broader crypto legitimization narrative after Bitcoin ETFs — bringing a net influx of new participants into the ecosystem.
“it won't have the exact same impact but it'll have a big impact”
Galaxy Digital CEO Mike Novogratz Talks Bitcoin | Bloomberg Talks
2024-04-07 SOL bullish Mike Novogratz · video
Solana is a core layer-1 holding with a strong community and growing real-world payment and gaming use cases, though returns are lower from current ~$180 vs the 8-dollar entry of the prior cycle
“buy Solana at $8...from 8 to 180 is 24x”
90d -28.8% · 180d +33.5% · 1y -34.9%
Why Mega Bull Billionaire Mike Novogratz Has The Majority Of His Net Worth In Bitcoin & Crypto
2024-04-07 Crypto Other bullish Mike Novogratz · video
Triple-A blockchain-based games from studios like Immutable and Mythical are finally arriving, potentially providing the killer consumer app that drives mainstream adoption of on-chain ecosystems
“triple-A games coming that are blockchain based...feel very different than a year ago”
Why Mega Bull Billionaire Mike Novogratz Has The Majority Of His Net Worth In Bitcoin & Crypto
2024-04-07 TOKENIZATION OF REAL-WORLD ASSETS bullish Mike Novogratz · video
BlackRock and major financial institutions are actively tokenizing money-market funds and other assets on-chain, creating interest-bearing stablecoin-like instruments that could replace non-yielding cash and disrupt traditional banking deposits
“if you tokenize a money market fund that's pretty freaking cool”
Why Mega Bull Billionaire Mike Novogratz Has The Majority Of His Net Worth In Bitcoin & Crypto
2024-04-07 NVDA bearish Mike Novogratz · video
Nvidia has had an extraordinary momentum run but has shown early chart weakness, and a meaningful correction there could trigger a correlated unwind across all momentum assets including crypto
“it's broken a little bit in the last two days...would not surprise if there'd be a correlation in the rest of momentum stuff”
Why Mega Bull Billionaire Mike Novogratz Has The Majority Of His Net Worth In Bitcoin & Crypto
2024-04-07 BITCOIN bullish Mike Novogratz · video
Bitcoin is a hard asset that acts as a report card on financial stewardship, thriving under populist governments that spend beyond their means and create asset-price inflation, with accelerating US debt (~$1T every 90 days) providing a structural bid
“Bitcoin is a report card on financial stewardship...it really works in times of populism”
90d -16.0% · 180d -10.5% · 1y +14.1%
Why Mega Bull Billionaire Mike Novogratz Has The Majority Of His Net Worth In Bitcoin & Crypto
2024-04-07 ETHEREUM bullish Mike Novogratz · video
Ethereum is a foundational decentralized compute platform still in its infancy, with an ETF likely coming and staking yield making it a hard money asset, though its killer-app use case is still developing
“the ethereum platform...we haven't made that transition as a world yet”
Why Mega Bull Billionaire Mike Novogratz Has The Majority Of His Net Worth In Bitcoin & Crypto
2024-04-07 GOLD bullish Mike Novogratz · video
Populist fiscal policy and monetary debasement erode purchasing power, so hard assets including gold, real estate, and equities should be held as hedges against currency debasement alongside Bitcoin
“you should have equities...you should have real estate, you should have gold and silver”
90d +0.8% · 180d +13.2% · 1y +26.4%
Why Mega Bull Billionaire Mike Novogratz Has The Majority Of His Net Worth In Bitcoin & Crypto
2024-02-21 BITCOIN bullish Mike Novogratz · video
ETF approval has opened up the $45 trillion RIA/wealth management channel, bringing in long-term holders who are taking supply off the market, while institutional access will at least double in six months as more platforms turn on Bitcoin products.
“I still see Bitcoin ending the year a lot higher”
90d +35.1% · 180d +14.7% · 1y +89.6%
Galaxy Digital CEO Michael Novogratz on crypto rally: Still see bitcoin ending the year a lot higher
2024-02-21 GOLD neutral Mike Novogratz · video
Gold has underperformed partly due to Bitcoin substitution and the difficulty of reading the US macro/Fed outlook, keeping macro traders in a buy-and-sell cycle rather than a sustained long.
“gold hasn't had a great run partly because Bitcoin substitution”
Galaxy Digital CEO Michael Novogratz on crypto rally: Still see bitcoin ending the year a lot higher
2023-05-04 BITCOIN bullish Mike Novogratz · video
Government fiscal irresponsibility and monetary excess will force inflation as the debt-exit path, making Bitcoin's fixed-supply, border-agnostic store-of-value proposition increasingly compelling alongside a growing 180M-person adoption base and expanding…
“My bet is they won't be able to get it together. You'll have to inflate your way out of this giant debt.”
90d +0.9% · 180d +19.9% · 1y +117.4%
The State of Crypto with Michael Novogratz | Global Alts 2023
2023-05-04 ETHEREUM bullish Mike Novogratz · video
Ethereum has delivered the best volatility-adjusted returns of any asset class globally over the prior four years, demonstrating resilience through fraud, overleveraging, and regulatory headwinds that validate the underlying ecosystem's durability
“Ethereum has been the number one asset to invest in the world. That includes all your tech stocks. Vol adjusted.”
The State of Crypto with Michael Novogratz | Global Alts 2023
2023-05-04 NFTS / DIGITAL PRIVATE PROPERTY bullish Mike Novogratz · video
Bitcoin established private property rights on the internet for the first time in history, unlocking NFT-based use cases in brand loyalty, medical records, and identity that will expand as humans spend more time in digital environments
“NFTs are going to continue to show up. You're going to have medical records there.”
The State of Crypto with Michael Novogratz | Global Alts 2023

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