Lists / People
Mike Novogratz
Galaxy; institutional-crypto positioning framework
Mike Novogratz is founder and CEO of Galaxy Digital, a crypto-native financial services firm. A former Goldman Sachs partner and Fortress Investment Group macro fund manager, he translated traditional macro investing disciplines into digital-asset markets. He is best known for articulating an institutional-grade thesis for Bitcoin as a store of value and for building Galaxy into a multi-vertical crypto merchant bank.
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Adam Back
Blockstream; Hashcash inventor; BTC-maximalist engineering thesis
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02Aleksander Larsen / Jiho
Sky Mavis / Axie; play-to-earn framework (historical)
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Galaxy research; market-structure publishing
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Stillmark; Bitcoin VC thesis
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05Andre Cronje
Yearn / Sonic; "test in prod" DeFi composability
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06Andreas Antonopoulos
Mastering Bitcoin; education + decentralization framework
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07Andrew Kang
Mechanism Capital; market-structure + reflexivity essays
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Last updated
10 May 2026