GalaxyOrBust

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GalaxyOrBust

GalaxyOrBust

@DCryptDeezNutz

Just here for Galaxy Digital. Stacking $GLXY and irresponsibly long 🚀 I’m either retiring my bloodline or waiting in the bread line.

Katılım Şubat 2025
416 Takip Edilen435 Takipçiler
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GalaxyOrBust
GalaxyOrBust@DCryptDeezNutz·
Potential $GLXY catalysts (a 2026 wish list) I) With tax loss harvesting over and fund managers closing positions, Galaxy is poised for new/renewed interest II) Clarity on MSCI index crypto inclusions and $GLXY entrance into Russell Indices in 2026, adding passive investors III) Short Squeeze-There are currently around 25mm shares short (13% of float) IV) AI Bubble Fears Easing ($CRWV earnings, hyperscaler forecasts, OpenAI Capital Raises) V) Helios Phase I buildout on time and cash flow commencing VI) Helios Phase I refinancing/cash out and Phase II financing updates VII) ERCOT approval for additional energy at Helios via batch process and a new investment grade tenant (Q2-Q4) VIII) Helios building a Hybrid-Behind the Meter-Grid Connected AI Megacampus with a partner. If you control energy and compute, you control outcomes 🚀 IX) Dovish fed boosting crypto and lowering interest rates X) Passage of Clarity Act XI) Continued growth in Tokenization and Tradfi Partnerships XII) Large financial institutions viewing $GLXY as an acquisition target to accelerate their crypto market entrance ( $JPM, $GS, etc). Please strike while the iron is hot @novogratz XIII) Helios spinoff- Novo has mentioned this as the market does not appropriately value our operating segments as pure plays and we are trading at a discount (@Franchise9494) XV) Last, but not least, the return of @NicolasFlamelX and other OGs to X If you are not long, you are short 🚀 NFA, DYOR, and Ligma to the haters
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GalaxyOrBust
GalaxyOrBust@DCryptDeezNutz·
So you’re telling me the company was an early leader in tokenization of assets, owns one of the largest AI datacenter assets in North America, stocks are at all time highs, yet the stock hasn’t budged over the last year? $GLXY
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Hardik Shah
Hardik Shah@AIStockSavvy·
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $GLXY Galaxy Digital Secures New York 𝐁𝐢𝐭𝐋𝐢𝐜𝐞𝐧𝐬𝐞 and Money Transmission License 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ New York regulators grant Galaxy subsidiary 𝐁𝐢𝐭𝐋𝐢𝐜𝐞𝐧𝐬𝐞 approval. ➤ Galaxy also receives 𝐌𝐨𝐧𝐞𝐲 𝐓𝐫𝐚𝐧𝐬𝐦𝐢𝐬𝐬𝐢𝐨𝐧 𝐋𝐢𝐜𝐞𝐧𝐬𝐞 from NYDFS. ➤ Approval enables regulated 𝐭𝐫𝐚𝐝𝐢𝐧𝐠 and 𝐜𝐮𝐬𝐭𝐨𝐝𝐲 services in New York. ➤ Services target 𝐡𝐞𝐝𝐠𝐞 𝐟𝐮𝐧𝐝𝐬, RIAs, and family offices. ➤ Galaxy manages approximately $𝟗𝐁 in 𝐜𝐥𝐢𝐞𝐧𝐭 𝐚𝐬𝐬𝐞𝐭𝐬. ➤ New York expands Galaxy’s global footprint beyond 𝟓𝟎+ regulatory licenses. ➤ Company also operates large-scale 𝐀𝐈 and HPC data center infrastructure.
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Senator Cynthia Lummis
Thank you to my colleagues, Treasury, the White House, and members of the industry for your tireless efforts and partnership. Now let’s get the Clarity Act to the President’s desk!
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StefanVanderLux
StefanVanderLux@stefanvanderlux·
$GLXY @galaxyhq #DataCenterBusiness #Helios New ERCOT documents regarding Batch Zero are just out. Seems like August 07 is the key date we need to pay attention to (not June 01). Based on the news we will get around Aug 07 I expect some volatility. NFA.DYOR.
StefanVanderLux tweet mediaStefanVanderLux tweet mediaStefanVanderLux tweet media
StefanVanderLux@stefanvanderlux

$GLXY @galaxyhq #DataCenterBusiness #Helios Since some of my posts earlier this day may create some confusion, I want to make it up to you leaving a small research gold nugget. I just identified a recent ERCOT document which shows that two possible large loads, which are related to the Wind Energy Transmission Texas (WETT), are eligible for ERCOT's batch zero. There is a good chance that those two cases (1000MW & 800MW) belong to Galaxy's Helios campus. The 1000MW probably to the switching station Pitchfork (currently under construction) and the 800MW to the existing switching station Cottonwood. This is just an assumption, no guarantees.

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Jim Sullivan
Jim Sullivan@SullyWoodCM·
Thanks for all your support on this. Your work and the Galaxy team was also very supportive on getting us this far. Well done.
Alex Thorn@intangiblecoins

watching thursday’s senate banking markup of clarity, i have to admit i felt proud to be an american watching @SenRubenGallego and @Sen_Alsobrooks bravely cross the aisle, @SenThomTillis crouch by alsobrooks negotiating, and @SenLummis offering 5 compromise amendments to a legislative package she’s worked on for 4 years, was really a sight to behold many in crypto policy circles by wednesday night were resigned to a pure partisan markup thursday, which some thought would diminish (perhaps severely) the odds of clarity final passage on the floor instead bipartisan CLARITY lives to fight another day, and there are more fights ahead. i detail the timelines and likelihoods in the report below

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Patrick Witt
Patrick Witt@patrickjwitt·
As they say, life is sometimes like a pie-eating contest where the reward for success is more pie. Yesterday’s bipartisan markup of the Clarity Act was a major step forward, but as Senators on both sides of the dais noted, there’s more work to be done before this legislation is ready for prime time. We’ll keep working in good faith to build the support needed to pass the bill on the Senate floor. 🥧
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GalaxyOrBust
GalaxyOrBust@DCryptDeezNutz·
@intangiblecoins Thanks for all of your work educating and lobbying in DC to support this bill!
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GalaxyOrBust
GalaxyOrBust@DCryptDeezNutz·
Grateful for bold political and industry leaders relentlessly pushing forth this legislation supporting financial progress. CLARITY for the win $GLXY
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Cynthia Lummis 🦬
Cynthia Lummis 🦬@CynthiaMLummis·
Let’s go. Let’s show. Let’s rodeo. CLARITY is coming.
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Stack Hodler
Stack Hodler@stackhodler·
2 year old son was staring at me while I was driving him home from grandma's house Then out of the blue: "Daddy? I love you, daddy" No one prepares you for how good it feels to hear that for the first time 100% one of the sweetest moments of my life so far
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GalaxyOrBust
GalaxyOrBust@DCryptDeezNutz·
@disruptorinvest How are you arriving at these numbers for Galaxy.? This appears to be materially off
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Dr. Paul Christianson
Dr. Paul Christianson@disruptorinvest·
A successful $CBRS IPO could serve as a material derisking event for $DGXX and $WYFI. Both companies have existing contracts with $CBRS and more MW available in their pipelines to provide energy for $CBRS workloads. We saw $DGXX secure $2.75M/MW/YR from $CBRS via their agreement and $WYFI has already energized MW for $CBRS. I often get asked what's the next $IREN, $NBIS, $WULF, etc... and if you just look at the consensus analyst estimates below it becomes pretty clear what companies are still undervalued compared to peers even after their recent price appreciations. The estimates below are updated as of market close today. As more analysts discover these companies and initiate coverage this disconnect in valuations is likely to become even more apparent. While I think $DGXX and $WYFI are still undervalued even after their recent price appreciations, there is still one company not on this chart that I think has the potential for the highest rerate. I'll be sharing more research about this company in the coming days and exactly why I think they're still very early in their growth runway. As always, please do your own research when making investment decisions. This is just me sharing my own research and should not be considered financial advice.
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Mitchell Martan
Mitchell Martan@MitchMartan98·
$GLXY still no one bullish here? Feel like I'm talking to the wind. Now up roughly 100% from the lows in the $16's and Novogratz traded his own stock masterfully. Issue stock high, buyback at the exact lows. Where are the naysayers?
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KarlWolf
KarlWolf@KARLW0LF·
$GLXY i have a new lucky number - 1800
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GalaxyOrBust
GalaxyOrBust@DCryptDeezNutz·
Galaxy and Sharplink Plan to Launch First of its Kind, Institutional Onchain Yield Fund with $125 Million in Commitments $GLXY and $SBET prnewswire.com/news-releases/…
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Ash Crypto
Ash Crypto@AshCrypto·
$SOL just hit a 55 day high of $97. Now at major resistance, a close above $97 today will make it the highest weekly close in the last 3 months.
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