maxxTFSA

The hardest part of investing really is doing nothing

2026 is off to a great start for $GLXY. The total approved power capacity at Helios doubling from 800MW to 1.6GW is just the beginning. Still to come: • Phase 1 online, CoreWeave revenue generation begins (early 2026) • New tenant(s) for additional capacity • Further additional capacity approvals (at least another 1GW still under study) • Potential tailwinds following any crypto regulatory changes

$GLXY Mike Novogratz last week: “There is an insatiable need for power.” “I am praying everyday for additional power. The moment I have it, my doorbell’s ringing non stop.” Today: Additional 830MW approved at Helios 📞☎️📞☎️

@Fibonacci_TA To me, it’s unnecessary and doesn’t align with what the company has said to be its goal/mission. But that’s just me

@maxxTFSA Bro! What the heck is this?

“ $BMNR allocates around 1% of its balance into investments to strengthen the ethereum ecosystem and to create value for BitMine equity shareholders.” “ $BMNR said Thursday it's investing $200 million in Beast Industries, the company founded by YouTube creator MrBeast.” 😵‍💫

@PostTenebras2 Confused, yes. Haven’t hit 5% goal yet and the stock is trading below NAV.

@maxxTFSA Are you confused or...? x.com/SAMALTCOIN_ETH…

@jonathan_mg27 Big!!

$GLXY just completed ERCOT interconnection studies and secured approval for an additional 830 MW of power at our Helios data center campus in West Texas! That brings us to 1.6+ GW of approved power capacity, with 800 MW already committed to CoreWeave. This puts Helios among the largest and fastest-growing data center developers globally, and marks a huge step forward in our mission to build a multi-tenant, multi-gigawatt data center business. Access to reliable power at scale is the scarcest and most valuable asset in the world - it’s the foundation of the AI revolution. Next step: securing a world-class tenant to develop the next AI data center at Helios. Game on! investor.galaxy.com/news-releases/…

@Vinyle_mobile 🤣

They did it !! (But there is a gamma alpha beta omega loopy loop on $GLXY) prnewswire.com/news-releases/…

$GLXY secures approval for additional 830MW at Helios 👀 Total approved power capacity of over 1.6GW 👀 newswire.ca/news-releases/…

So while people continue to lose their hair over short loopdy loops & disappointing intra day prices (albeit +17% YTD), Vanguard’s filing yesterday shows they increased their ownership by 47%. Vanguard & Fidelity combined now own close to 25% of $GLXY. Interesting ✍️

Mike Novogratz on DATs: “That game is over” He thinks DATs will continue to trade between 0.80-0.95x NAV. The only way he sees these DATs trading above NAV is by becoming “real companies” vs just a holding company. I think some of these DATs are certainly gearing up to do just that. This is where $SBET (should) have an edge with Consensys & proven builders. The issue for me becomes time & opportunity cost. Link to full video: youtu.be/D4l1FHU1xXM

@Wizardofdigi19 Hard to say. There’s a lot of fear in the markets right now around potential bubbles, CoreWeave itself, 4 year cycles and not to mention execution risk. I for one am looking forward to seeing the site come online in 2026.

@maxxTFSA The question is why.

3 years ago today, $GLXY acquired Helios for $65M. That’s a home run investment galaxy.com/newsroom/galax…

@Wizardofdigi19 Currently priced less than it should be, I agree.

@maxxTFSA And today 3 years later the company is worth less lol.

@materkel Yeah, I guess my concern would be that these companies still have operating costs and with pretty much all of them trading below NAV now their ability to raise cash will be limited. Hard to say for how long though.

@maxxTFSA The yield is not about yield in USD though, it's about increasing ETH per share.

Hard to believe over a dozen of new ETH treasuries collectively scooped up ~$17B in $ETH this year... and we're still closing the year red Y/Y The whole selling point of an ETH DAT is the yield generation. With this amount of sell pressure, how is $BMNR, $SBET or any other treasury supposed to sell staking rewards without adding fuel to the fire?

@warcapllc Likely right.. BMNR raising and sitting on a massive pile of cash was pretty smart

@maxxTFSA I don’t think the plan is to sell the staking rewards in size. The accrued ETH just sits on the balance sheet increasing both NAV and future staking rewards 🔄

@LordJamieVShiLL Will be interesting to see what they can do.. I’m sure the current sell pressure won’t last forever. But been a disappointing year for ETH nonetheless

@maxxTFSA Restaking, lending/borrowing etc many defi things can be had.

$ETH Price on Christmas Day 2016: $7 2017: $697 2018: $139 2019: $127 2020: $612 2021: $4049 2022: $1220 2023: $2265 2024: $3491 2025: $2945 CAGR: 95%

Guh

I’m going to assume that $ETH is about to give up this morning’s gains. If not, DATS would likely be much higher

@tattedcryptoez Hopefully. Be nice to finish out a week strong for once

@maxxTFSA Thinking same but think we run after 12