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VOICE ARCHIVE

Galois Kevin

@galois_capital
16 posts
2026-02-26
The Citadel piece was very good. https://www.citadelsecurities.com/ ...
2026-02-26 View on X
Citadel Securities

Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute

Copyright © Citadel Enterprise Americas LLC or one of its affiliates.  All rights reserved.

2026-02-06
Crypto market is just digesting 10/10 shit, DAT shit, quantum shit, and reg shit. Once it's all digested, it will be fine.
2026-02-06 View on X
Bloomberg

Bitcoin briefly dropped to as low as $60K on February 5, its lowest level since November 2024 and down ~50% from its October 2025 peak, as global markets fall

from Epstein to quantum to AI to the death of crypto twitter — clobbering the coins [image]@luke_metro:how low does crypto have to drop before I never have to hear about Fairshake ...

Crypto market is just digesting 10/10 shit, DAT shit, quantum shit, and reg shit. Once it's all digested, it will be fine.
2026-02-06 View on X
Wall Street Journal

Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year

Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October

2024-11-06
Historically, when Elon goes all-in, he tends to win.
2024-11-06 View on X
Financial Times

Elon Musk's gamble on Donald Trump pays off, as Trump wins the race; Trump gave Musk a lengthy shout out in his victory speech, calling him “a super-genius”

“A star is born: Elon,” said Donald Trump in a lengthy shout out to his biggest donor while claiming victory in the US presidential race on Wednesday morning.

2024-07-18
I think you make some good points here but I'd like to ask you three questions @VitalikButerin . First, if someone truly believes that “if you fix the money, you fix the world”, doesn't it make sense for them to be a single issue voter?
2024-07-18 View on X
Vitalik Buterin

People in crypto should not choose political allegiances based on who claims to be “pro-crypto”, as such politicians might go against crypto's underlying goals

Over the last couple of years, “crypto” has become an increasingly important topic in political policy …

2023-03-13
Jason, I will make you a deal. FDIC guarantees up to $5m per account at all banks going forward, but not including SVB depositors. Contagion stops, but SVB depositors take full haircut. Also, FTX victims get 50% bailout. Deal? https://twitter.com/...
2023-03-13 View on X
Financial Times

Having perfected the art of using hype to move markets, VCs managed to hype their own rumors to collapse SVB, accidentally slaying a much loved accomplice

After more than a decade of venture capitalists insisting they provide more than just cash to their portfolio companies, the moment to prove that finally arrived.

Jason, I will make you a deal. FDIC guarantees up to $5m per account at all banks going forward, but not including SVB depositors. Contagion stops, but SVB depositors take full haircut. Also, FTX victims get 50% bailout. Deal? https://twitter.com/...
2023-03-13 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

WASHINGTON, DC — The following statement was released by Secretary of the Treasury Janet L. Yellen …

2023-02-20
Although this is the end of an era for Galois, the work we have done together for the past few years has not been in vain. I can't say more than this for now. Stay tuned.
2023-02-20 View on X
Financial Times

Hedge fund Galois Capital, which managed ~$200M in 2022, shutters, returns investor money, and sells claims for $0.16 after half its assets were trapped on FTX

Co-founder apologises in letter to investors and says fund is no longer viable  —  A hedge fund that was one of the highest-profile victims …

In spite of that, I am proud to say that although we lost almost half our assets to the FTX disaster and then sold the claim for cents on the dollar, we are among the few who are closing shop with an inception-to-date performance which is still positive.
2023-02-20 View on X
Financial Times

Hedge fund Galois Capital, which managed ~$200M in 2022, shutters, returns investor money, and sells claims for $0.16 after half its assets were trapped on FTX

Co-founder apologises in letter to investors and says fund is no longer viable  —  A hedge fund that was one of the highest-profile victims …

I appreciate the outpouring of support today when the FT article came out. Thank you all for the kind words. Yes, it is true that our flagship fund is shutting down.
2023-02-20 View on X
Financial Times

Hedge fund Galois Capital, which managed ~$200M in 2022, shutters, returns investor money, and sells claims for $0.16 after half its assets were trapped on FTX

Co-founder apologises in letter to investors and says fund is no longer viable  —  A hedge fund that was one of the highest-profile victims …

2022-11-08
Would be pretty funny if Alameda comes out of this episode massively profitable for the week as they scoop up assets on the low.
2022-11-08 View on X
The Block

On-chain data from Ethereum, Tron, and Solana: FTX appears to have stopped processing withdrawal requests, starting at 6:37am ET for ether

- Crypto exchange FTX seems to have stopped processing withdrawal requests, according to on-chain data.  — The last outgoing transaction …

2022-08-09
There are 5 main differences between this ETH1-ETH2 fork and the ETC-ETH fork. (1) The ETC-ETH fork was mainly due to ideology. It was PoW vs PoW; the miners could just mine whichever chain was more profitable.
2022-08-09 View on X
Bloomberg

A look at potential Ethereum forks, led by some miners, who face grim prospects after the Merge to a proof-of-stake model that's expected as early as September

what they don't seem to realize is that so far there is no plan to change the chain ID for replay protection (EIP-155). That means anything you do on one chain can be replayed by a...

In a few days, we went from ETH1 won't exist to ETH1 will exist but will plummet to 0 immediately due to on-chain pandemonium to considering bets on whether USDT will be redeemable on ETH1 to Vitalik dunking on me.
2022-08-09 View on X
Bloomberg

A look at potential Ethereum forks, led by some miners, who face grim prospects after the Merge to a proof-of-stake model that's expected as early as September

what they don't seem to realize is that so far there is no plan to change the chain ID for replay protection (EIP-155). That means anything you do on one chain can be replayed by a...

2022-08-08
In a few days, we went from ETH1 won't exist to ETH1 will exist but will plummet to 0 immediately due to on-chain pandemonium to considering bets on whether USDT will be redeemable on ETH1 to Vitalik dunking on me.
2022-08-08 View on X
Bloomberg

A look at potential Ethereum forks, led by some miners, after the shift to a proof-of-stake model, called the Merge, expected as early as September

A monkey wrench is about to be thrown into the already complicated transition that the Ethereum blockchain is slated to go through soon.

There are 5 main differences between this ETH1-ETH2 fork and the ETC-ETH fork. (1) The ETC-ETH fork was mainly due to ideology. It was PoW vs PoW; the miners could just mine whichever chain was more profitable.
2022-08-08 View on X
Bloomberg

A look at potential Ethereum forks, led by some miners, after the shift to a proof-of-stake model, called the Merge, expected as early as September

A monkey wrench is about to be thrown into the already complicated transition that the Ethereum blockchain is slated to go through soon.

2022-05-11
The Sacking of Crypto Carthage
2022-05-11 View on X
The Block

LUNA and the UST stablecoin continue to plummet; LUNA dropped as low as $1, a ~97% slide in 24 hours, while UST dropped as low as $0.27, a ~60% fall in 24 hours

Quick Take  — The price of Luna has dropped 82% in the last 24 hours.  — Its related stablecoin UST has retreated …