NicoVersace

@DeFiTechGlobal Significant revenue/AUM decline, momentum favors more downside or consolidation due to the negative reaction and softer metrics.

DeFi Technologies Inc. Announces First Quarter 2026 Financial Results with Revenue of $11.2 Million, Net Income of $4.9 Million, and Strong Balance Sheet prnewswire.com/news-releases/… $DEFT

@StockSavvyShay @FuturumEquities why $GLXY isn't being called out? $GLXY step up your marketing plan.

THE COMPUTE CAPACITY BOTTLENECK $GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to companies with the power, real estate & operational scale to deploy AI compute: 1. $NBIS building the AI-native cloud layer through vertically integrated GPU clusters & software optimized for training + inference. $NVDA just wrote wrote a $2B check & Nebius now has a $46B contracted backlog, anchored by ~$19B $MSFT deal & ~$27B Meta partnership through 2032. 2. $IREN building the renewable-powered AI compute layer by turning low-cost power into GPU cloud capacity. The pivot to AI cloud is now backed by a ~$10B $MSFT contract, 2.9 GW of grid-connected power expanding to 4.5 GW+ & targeted 140K GPU buildout that could drive $3.4B of ARR by year-end 2026. 3. $DOCN building the agentic inference cloud layer for developers & long-tail AI workloads. AI customer ARR is up 150% YoY to $120M, over 70% comes from inference services & $1M+ customer ARR is up 123% to $133M. 4. $CRWV building the dedicated AI cloud platform for frontier model developers. The company has ~$67B of contracted revenue backlog (nearly $88B including Anthropic) with major commitments from OpenAI & Meta. 5. $CIFR building the Google-backed AI data center layer through contracted power & hyperscale leases. Barber Lake has 300 MW fully contracted with Fluidstack (Google backstops $1.4B with a ~5% equity stake) and AWS signed a separate $5.5B 15-year deal for another 300 MW of capacity. 6. $WULF building the power-backed AI compute layer through long-term data center leases. Lake Mariner has 360 MW tied to Fluidstack backed by a $3.2B Google guarantee & new Abernathy JV adds 168 MW over 25 years representing $9.5B in contracted revenue with $1.3B of Google lease support. 7. $APLD building the purpose-built AI data center layer through its Polaris Forge 1 campus in North Dakota. The full 400 MW critical IT load is contracted to CoreWeave under ~15-year leases worth ~$11B in expected revenue with first 100 MW delivered in Q4 2025 & another 300 MW targeted through 2027.

@stonkgang $DEFT did not create, nor it is managing $HYPE - no direct relation

Everybody talking about the success of $HYPE (I agree) yet nobody talking about $DEFT who created and manages the token. Collecting recurring fees.

@SimonSaysBTC @novogratz @jonathan_mg27 In comparison, Novo’s leadership for $GLXY remains overly passive, leaving investors in a news vacuum until the next quarterly update. Ultimately, the company needs a storyteller who drives the narrative daily rather than a steward who only speaks when required.

@SimonSaysBTC @novogratz @jonathan_mg27 While Novo $GLXY may be a strategic macro, his leadership lacks the proactive energy expected of a top-tier CEO. You can contrast this with the Palantir CEO, who acts as a constant brand evangelist by seizing every opportunity to keep his company in the spotlight.

Once $GLXY is ready to announce phase 2 and/or a hyperscaler lease for the 830 MW, I hope @novogratz fully uses his media power to tell the galaxy story. Not macro. Not the industry in general. Galaxy Digital. Why it’s a beast. We need more eyes and volume. @jonathan_mg27

@CSchlauf Since hitting NASDAQ, $DEFT has been facing a trust recession. Between the price action and losing access to the official X account due to 'security controls,' the lack of oversight is showing. $DEFT needs to step up its operational maturity immediately.

@getNickAI @galaxyhq @SnapshotLabs i want to try it out, do you have a video or a manul to go over, to undertand all capabilities and options?

Meet NickAI. The first agentic trading operating system. Build AI agents that trade crypto, stocks and prediction markets 24/7. No code. No emotion. Multi LLMs consensus. Institutional grade, backed by @galaxyhq Coming onchain, powered by @snapshotlabs Try it today: getnick.ai Comment “NickAI” to get free credits.

This $GLXY is simply a laggard and will struggle to build the momentum needed to gain investor interest; a turnaround strategy is direly needed.

@KARLW0LF does this mean that their next AI DC deal will be with CoreWeave?

$GLXY

@AliNahar No military support from USA - forget it. you're not up to date with the latest development.

فيديو -متابعة -update 🟥🟥🟥لبنان: النائب محمد رعد يكسر سردية الشيخ نعيم قاسم: لا إسناد عسكري لايران فقط إسناد عاطفي! 🔴🔴🔴وزير خارجية فرنسا في لبنان الجمعة لوضع اللمسات الأخيرة لمؤتمر دعم الجيش في باريس في ٥ آذار المقبل 🔴🔴🔴موجة غارات واسعة على أهداف للحزب من جنوب الليطاني و شماله إلى جرود الهرمل في البقاع الشمالي 🔴🔴🔴خطة الجيش أمام مجلس الوزراء قبل مؤتمر باريس! 🟦🟦🟦ايران: المفاوضات الساعة العاشرة من صباح الجمعة في سلطنة عُمان مباشرة و ستتناول الملفات الأربعة :النووي، الباليستي،الميليشيات الإقليمية، و حقوق الإنسان في الداخل الإيراني! 🔵🔵🔵الادميرال علي شامخاني اميناً عاما لمجلس الدفاع الأعلى المستحدث في مرحلة الحرب: شمخاني معتبر من المتشددين في المفاوضات مع اميركا 🔵🔵🔵تكثيف كبير لرحلات طائرات النقل العسكري الاميركية نحو السرق الأوسط بحمولات كبيرة من أنظمة دفاع جوي متطورة (ثاد وباتريوت) 🔵🔵🔵المنطقة تتأرجح بين حرب و صفقة 🔵🔵🔵اسرائيل:رئيس الوزراء بنيامين نتانياهو يعلن الاستعداد لتوجيه ضربة أقوى من العام الماضي إلى ايران 🔵🔵🔵مراقبون لا يستبعدون ان تتحرك اسرائيل منفردة لتدمير البرنامج الباليستي الإيراني.

$GLXY management appears inexperienced in managing a public company. While they may be successful in their own way, that success has not translated well to operating a public company. This is one reason $GLXY has not been well appreciated by the market.

@Franchise9494 This $GLXY stock has been a disaster, with shares down nearly 17%. With total dependence on crypto, does this business model actually work? Is this an investable company or just a casino?

And there is your scoreboard. Spin this put already $GLXY

@KARLW0LF @galaxyhq @BCsickel It was undervalued, and it will likely continue to be undervalued for a while. This company gets no respect in the market. No one seems to care about its gigawatt capacity.

$GLXY Read it once, read it twice and then decide if this opportunity is worth seizing, @galaxyhq it’s just hilarious undervalued!Look at the price per MW: 🔹 $APLD: ~$19.8M 🔸 $GLXY: ~$2.4M Leave a follow @BCsickel , great content !

@CSchlauf "If all the news is great and the stock is not acting well, GET OUT…a pretty simple thing most analysts don't know." - Stan Druckenmiller

Bull or bear, we’ll keep building. In the last bear market, we were over $40M in debt and built to survive. Today, with a $200M+ balance sheet and zero debt, we can play offense in any market regime. $DEFT

@SimonSaysBTC @habibismore all good for him, but this is a public company and what is in it for us as shareholders? if he is not working for shareholders then for who? why being in the seat of CEO?

I think he is aligned with his shareholders. He just isn’t as hungry as most of them. If $GLXY goes to $50-100B market cap one day, it will just mean that he has more money to donate to causes he supports. If the company gets bought out for $25-30B, he’ll be just as happy. At heart, you can tell he’s a good guy, comes from a good family, has built an amazing life for himself. He already won the World Series many times over. A key issue for shareholders is how hungry the CEO is. He wanted Warsh because he truly cares about the greater good more than he does the portfolio value of his retail shareholders - this is clear as day to me, having followed him and the company since 2019.

At the 45 min mark, Novo says he don't want a dovish Fed chair, his preference is Kevin Warsh because Warsh in that position would be better for America, even though this would not be good for $BTC. Being a multi-billionaire and owner of half the float of $GLXY, yes, he wants to see it go up. But there is this competing side of his personality that seemingly would rather serve the IDEA of the greater good than maximize shareholder value. Novo doesn't need $GLXY to go up 3-10X from here. He already has enough problems in figuring out how to optimally distribute his existing wealth through various holding companies and trusts. If Novo gets his wish in a non-dovish Fed chair, he will do just fine. But $GLXY and $BTC shareholders won't do as well. This is what I keep in mind as a bullish $GLXY shareholder. Novo is aligned with shareholders, but his motivation to maximize the market cap of $GLXY is nowhere near that of shareholders looking to maximize ROI. Respect for caring about the greater good and not wanting to see inflation cripple more people. But no matter how I look at it, Novo does not appear to have the ideal mindset and hunger needed to maximize ROI for minion shareholders - the signs of this reality are plentiful. And this is why it won't be hard for me to exit fully if/when things get frothy. I write this with hope that Novo might read it and be reminded that it is his fiduciary duty as the CEO of $GLXY to prioritize the company's interests over all else. Maybe a good place to start is to have his team take a serious look into the shady action on the TSX as referenced by the likes of @ChelApples and @TradesBen.

@LBCI_NEWS This talk is completely disconnected from reality, so how you regain the trust? by larceny and theft through this fraudulent law? Weird

وزير الثقافة غسان سلامة لـ"#عشرين_30": حجم ثروة اللبنانيين بالخارج والذين ما زالوا على صلة مع لبنان يقدّر بـ600 مليار دولار... ويجب أن تعود الثقة الى اللبنانيين بالخارج لكي يقبلوا بعودة الاستثمار

@ChintaiNexus Tokenization is coming in full force? Yes, but the key question, how much in it for Chintai? it is not yet clear.

Tokenization flood is inevitable. Institutions are already deploying billions on compliant rails and looking for more. 2026 = Trillions on chain then distributed. Powered by $CHEX

@galaxyhq @intangiblecoins @novogratz 2025 was the year of building, 2026 will continue to be the year of building? ok when it will be built?

2026 is a Year for Building. On the final Galaxy Brains episode of the year, @intangiblecoins sits down with Galaxy CEO and Founder @novogratz to discuss bitcoin, AI, tokenization, and why the next cycle is about building—not speculation. Watch the full episode ⤵️

@AzarsTweets @tamuke06 You're saying 90% of the proposed law is fair? Man, You seem to lack the basic foundational pillars of economic justice and fairness. Your assessment just suck. There are plenty of better ways to reach a satisfactory solution(s).

@tamuke06 Ok then the Govt should just reinstate the Eurobonds at $45 bn and recapitalize BDL with $50 bn. If we increase TVA to 30% and double customs duties and income taxes to pay off this debt, we’ll get real accountability.

I’ll be on Al Jadeed late tonight, around 10:45 pm Beirut time. Tune in if you’re awake and have nothing better to do on Sunday night!

@ALJADEEDNEWS @AzarsTweets very poor assessment, lacking the technical depth required to really address this crisis. what is the short and long term impact on the despositors? how can you regain the trust in the system with such law? you seems to be aligned with the gangs.

نظرة على مشروع قانون الفجوة المالية.. ما بين المكاسب والتحديات #وهلق_شو #الجديد