bagsecured

@AIStockSavvy Did novo bang his gf or something?

$GLXY | 𝐆𝐚𝐥𝐚𝐱𝐲 𝐃𝐢𝐠𝐢𝐭𝐚𝐥: Goldman Sachs reiterates 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟏, 'We expect a mixed reaction to the results' Analyst sees mixed results with quality concerns, as treasury gains offset weaker core operating performance.

@novogratz @CoreWeave Gj everyone, now tell the story to the world.

The lights are on at Helios. First data hall delivered to @CoreWeave. Our AI data center business is officially generating cash flow. This validates what we've known internally for a while. We have a strong team that can execute at a high level, even as many other data centers are expected to be delayed or canceled. We're just getting started.

@CryptJynx Trying to beat index always comes with volatility. I think any early $GLXY investors port looks like this. Alot of coulda woulda shoulda when it comes to profittaking in hindsight. Still 50% of port in this.

My portfolio’s 1 year chart looks like ass to me. Another lower high. A compilation of 5 fucking accounts and yes, all 100% $GLXY …….For fuck’s sake $GLXY I have no love for this company anymore. It’s just business now. It’s embarrassing to be an OG of this company.

Could $glxy please just try to leave a gap below one time atleast, tyvm

After running multiple valuation models on Galaxy Digital $GLXY, it stands out as one of the most compelling asymmetric bets across crypto and AI infra. Price Targets December 2026: 🥉 Base case: $45 Current roadmap + flat Bitcoin 🥈 Upside case: $75 New customer for 830 MW capacity at Helios 🥇 Bull case: $100 Multi-campus expansion + BTC $100k More info: intelxo.com/ticker/glxy/

There’s been a lot of recent discussion around ERCOT’s March 17 PGRR 145 comments. The new 830 MW $GLXY project has a requested energization date in 2028, which based on a plain reading of ERCOTs March 17 PGRR 145 comments puts it into section 9.2.1.1(1)(e) with respect to eligibility as base load not subject to restudy in batch zero. That specific section only requires (1) valid completed studies and (2) an attestation from the utility that an IA has been signed. As a reminder, we announced our interconnection study completion on January 15, 2026 and we already executed a service agreement with our utility. PGRR 145 is draft and could change from here, but nothing in it indicates a deferral.

@jonathan_mg27 @ilzmcfly I think you have a couple of posts to delete you big fudder.

@Wizardofdigi19 @ChelApples @novogratz @cferraro06 @intangiblecoins @jonathan_mg27 @GK8_Security Well, wouldnt go so far. It does annoy me however that he has said several times that he understands the value of cult-like following. Right now the only cult around are you bearboys and I can understand why. Still long and lately very wrong though!

@BagMover @ChelApples @novogratz @cferraro06 @intangiblecoins @jonathan_mg27 He's so full of shit. Guess they weren't usinf @GK8_Security lmfao. Well we now how much gk8 is worth. Fucking zero lol. Good calls. $glxy

Something really bad has gone off the rails at $glxy What an absolute disaster unfolding.

@NicolasFlamelX Agree, my indicator is usually when I have an urge to bearpost. Must be bottoming soon

Got to be close to peak FUD on $GLXY

@Wizardofdigi19 @ChelApples @novogratz @cferraro06 @intangiblecoins @jonathan_mg27 I usually dont agree with you. @novogratz could atleast come out and calm us about the hack instead of spewing fud with mooch. I would like to think he’s a good person with all of the philantrophy he’s focusing on. But it can’t come at the cost of SH suffering.

@ChelApples @novogratz @cferraro06 @intangiblecoins @jonathan_mg27 $glxy time to come clean and fast.

$glxy So tempted to bearpost, perhaps that would mark the lows if I did🙃

@NicolasFlamelX When is this interview from?

SEC opens the door to tokenization + clearer crypto rules At the same time, $GLXY is about to announce partnerships with major banks Interesting

@CryptJynx I understand your frustration, mgt can do better. But sometimes silence is bullish, IE ahead of news. I honestly think you broke rule #1 in investing and it affects you mentally now. Dont invest money you cant afford to lose. If doing good is your thing, healthcare is where it is

I don’t measure myself by # of followers. I measure myself by what I have done for humanity. So, yes, I expected more from leadership. And they did not deliver. Unfollow me, because I will no longer give you the content you want. And, again, if you think I give a fuck, I don’t!

Very few of you liked me trying to hold $GLXY and @novogratz accountable for not promoting the company when we needed them the most. I’m fine with that. I still own a shit-ton of $GLXY held 5.5 years. And I’m not selling anytime soon. You can bet on that👇🏼

@matthew_sigel @RepzdaCanes @RHouseResearch @vaneck_us Wow there buddy, leave $GLXY out of this. Also, practise not getting hooked on every bait. All but respect for you but silence sometimes is the greater power.

@RepzdaCanes @RHouseResearch @vaneck_us 1) This is the $GLXY maxi who went unhinged when I dared to critique the company 2) Jim and I know each other 25+ years (even if he doesn't remember). All in good fun. 3) Check the vol and sharpe vs. other similar products, and full holdings list. I stand behind the returns.

This guy is one of the most mentally deranged people on X. Has been managing a <$60MM ETF for less than a year, but talks down to Jim Chanos and refers to Leopold Aschenbrenner as a rookie fund manager. Also LOL at the high beta comment when every name in his “ETF” is high beta. Peak delusion - who does he think he is? 🤣

@Scaramucci If the events we’ve had to witness the last year was made in a movie 10 years ago it would have been considered an unrealistic tragic comedy. Your country has been transformed into a parody and a laughing stock. We need more influental daring people like you to speak up.

Today is the real Liberation Day.

@galaxyhq Great questions so far, the dat business should just be the icing on the cake for now, spin the narrative to the dc side for the next couple of quarters.

@Wizardofdigi19 @invest_reality Perhaps, I wouldnt be that smug and acting all that with a size like that though. Also, who are you to talk when it comes to manners man😂 If anyone was offended i take it back!

@BagMover @invest_reality Bad taste. Never belittle someone's investment amount. There idea maybe but not the amount.

Some of you were laughing at me selling $GLXY on a -16% day three days ago so what happened? Listen bottom selling is non existent in crypto assets Galaxy will go to $12 and there’s nothing you can do about it anon.

@valerijatrades1 @LandoInvests Tell me you didnt read the numbers without telling me you didnt read the numbers.. DC business is not cashflowing yet.

@LandoInvests Not so much for $glxy, they missed their earnings this morning

All I'm hearing is bullish $IREN, $CIFR, $NBIS, $WULF, and anyone else that can scale data centers I'm going with $IREN in 2026+ Trust in Dr. Su + $AMD x.com/StockSavvyShay…

@intangiblecoins Mike has a tendency of speaking about matters that can hurt shareholders even if there might be some relevance to it. Ie, datacenter being in a bubble, crypto being in a bearmarket. Potential threat from quantum. Sometimes its ok to be silent even if you are correct down the line

quantum is not why the whale sold novo didn’t connect the two. he said it was one reason ppl are claiming for btc weakness, but he disagrees with that (this is clear if you read the full transcript) he then clarified on bloomberg that quantum isn’t the reason for btc weakness