Galaxy Digital

$GLXYEquityMiners & AI HPC

$30.15-7.74%24h

Key stats

Market Cap

$11.8B—

FDV

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24h Volume

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7d Change

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30d Change

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From ATH

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Pitch sentiment

Too few pitches in this window for sentiment signal.

Takes

2 analysts covering · top: @GabGrowth, @minnus

Gab@GabGrowth·60d

Market is overlooking $GLXY's Helios datacenter business because it doesn't trust $CRWV will fulfill its 15-year, $1B/yr contract for the first 800MW. Gab argues Helios is priced at zero in the stock today — so if CRWV delivers, there's a meaningful mispricing inside a crypto-native equity. Asymmetric setup on the equity side of the AI-compute trade.

$CRWV $GLXY Miners & AI HPC Pitch

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Sam Schubert@minnus·136d

Galaxy Just Doubled Its Power Runway — The Market Hasn't Caught Up

Sam argues Galaxy's recent 30% gain understates its potential given newly approved 830 MW at Helios (doubling approved capacity to 1.6 GW) layered onto an already-cheap valuation. The 1.6 GW scenario implies ~$80/share equity value at full build and ~$40/share present value, combined with Galaxy's Digital Assets segment (60% of base case, supported by CLARITY crypto legislation and on-chain innovations like tokenized equity and commercial paper issuance) points to total valuation above $80/share versus Friday's $31.90 close. Execution on contracting the new power tranche and visible construction progress remain critical catalysts.

$GLXY Miners & AI HPC Research

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