Compass Investments Galaxy Research: Strategy must find ways to monetize its

📌 Galaxy Research: Strategy must find ways to monetize its Bitcoin after digital credit framework stopgap – Alex Thorn, the head of firmwide research at Galaxy Research, shared Galaxy’s analysis on X, adding his voice to the debate regarding Strategy’s newly announced Digital Credit Capital Framework. The new rules have sparked a debate about whether or not they will solve the company’s

Alex Thorn, head of firmwide research at Galaxy Research, wrote on X (July 26, 2026) that Strategy’s newly announced Digital Credit Capital Framework is a stopgap. Galaxy’s analysis says the firm must find ways to monetize its #Bitcoin holdings to address liquidity and capital shortfalls. Bitcoin

$BTC ,

The post adds to market debate over whether the framework will solve Strategy’s funding challenges or only delay tougher actions. #Macro Insights# #GalaxyResearch #Strategy