bagsecured

Risk to value

[bagsecured @BagMover]

@wpgmbhiker @Wizardofdigi19 😂😂 Mental illness in the purest form

[bagsecured @BagMover]

@NicolasFlamelX 😂 Gotta tag @novogratz He’ll enjoy this most likely

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@Franchise9494 @matthew_sigel @Lazarus_Capital @vaneck_us @JanvanEck3 Was very close to making the same comment earlier today. Matt, a regarded professional not only keeps getting baited to reply, but actually manages to dumb down the convo further. Expected quite the opposite. I guess anyone can be a hotshot in finance these days.

[Rittenhouse Research @RHouseResearch]

"Why Does This Opportunity Exist?"

DIGITAL ASSETS: investors shun crypto.
Counter: Stock at discount to Helios value (ignoring crypto)

TECHNICAL: moved from TSE to Nasdaq in May 2025
Counter: Changing now (Russell 5/22, DC revs Q2 2026)

CASH FLOWS: negative FCF during Helios ramp
Counter: Phase I on time/budget. First hall delivered in April. Top tier GC (Clayco). Cash flows to start soon.

DURATION: Markets impatient
Counter: 2026 catalysts include (1) CRWV phase I delivery, (2) index add, (3) ERCOT batch 0, (4) additional DC sites, (5) phase II debt financing, and (6) hyperscaler deal

$GLXY

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@Wizardofdigi19 @cferraro06 Bro, I just counted. 30 posts today. Are you trying to break some kind of record here? 😂

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@khawar19884 Wow, calm down my guy. That is way to bullish coming from you, prob jinxed us now.

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@Franchise9494 Cow, you are usually a beacon in the dark and have my respect. But please, relax, take a breather and really understand what you are about to post before doing so. This is a nothingburger really.

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@CryptJynx @NicolasFlamelX During the last couple of months you have become very mentally unstable. You are obviously overinvested here aswell as having your reputation on the line having promoted the stock to friends convincing to buy. I would diversify if I were you. Or perhaps go back to work again.

[bagsecured @BagMover]

@AIStockSavvy Did novo bang his gf or something?

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

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@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.

[bagsecured @BagMover]

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

[Intelxo @intelxo]

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: https://t.co/aOkFfUSlev

[Jonathan Goldowsky @jonathan_mg27]

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.

[bagsecured @BagMover]

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

[bagsecured @BagMover]

@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!

[bagsecured @BagMover]

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

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@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.

[bagsecured @BagMover]

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

[bagsecured @BagMover]

@NicolasFlamelX When is this interview from?