Duncan

CIO of @triton_liquid
President of NASDQ ($loading….)
$GLXY $DMGI $SYN $BOT Maximalist

[Duncan @DuncanReucassel]

How I’m positioned as someone who’s turned $600K into $30M+ over 6 years, basically full port;

$GLXY is the leading data center developer & most connected in the energy capital of the USA - Texas!

$DMGI - hidden gem data center play in Canada with the imminent closing of their first 50MW IT lease (easy 5-10x on closing)

ethereum:0x0f2d719407fdbeff09d87557abb7232601fd9f29 - The $HOOD of crypto, decentralized options platform built on $HYPE - potential 1000x

$BOT - Basically the Microstrategy of AI Robotics companies to capture the 100+ trillion dollar opportunity of infinite labour

You can buy this basket at DIRT CHEAP prices right now.

Generational entry - mark my words.

[Nico Vega @NicoVega5d]

#AlgodIsCooked

[Tony Cotzias @tonycotzias]

y'all know this name runs strong in the bull

attention still relatively low on $GLXY and stock is basically flat over last 12 months. only 4 traders in our universe have ever shared a bull thesis on the stock

interesting opportunity for double-dipping in crypto & ai compute

[Daniel ✊🧡✝️ @danielgoesmax]

2026 empire building:

[Duncan @DuncanReucassel]

Wow very interesting, Jane Street about to hit a max extract from the market 🤣

[Wall St Engine @wallstengine]

Jane Street signs ~$13B AI cloud deal with Crusoe

The 5-year agreement will give Jane Street access to advanced GPU clusters for AI training and inference.

Jane Street has also committed roughly $6B to CoreWeave cloud services and invested another $1B in $CRWV.

Crusoe is separately seeking around $3B at a ~$30B valuation, with the Jane Street deal reportedly helping attract investor interest. - Bloomberg

[Noah | NCBTRADES @ncbtrades]

$GLXY is about to enter price discovery.

I think what Ansem has pointed out for meme coin launches applies directly to a bunch of assets.

Here we have Galaxy Digital with the exact same structure yet this has been developing since 2020...

Which means that the breakout move for the largest data center in texas will be violent...

Throwback to my 2022/2023 bear market videos if you want the receipts that I been calling this shit for years.

$100 $GLXY will be obvious in hindsight.

[Duncan @DuncanReucassel]

$DMGI $DMGGF have all the ingredients for a 30x;

- 60MW critical IT lease LOI from investment grade tenant

- Equals $110 - 132M per year in revenue

- 90% EBITDA earrings = $99 - 118M in EBITDA per year

- 20-25x multiple = $1.98 - 2.95B in Enterprise Value

- Less construction debt = $1.28 - 2.35B of Equity Value

This equals $6.4 - 11.75 USD ($9 - 16.45 CAD) per share = 17-34x per share by end of 2027

[Duncan @DuncanReucassel]

@XCapitalMgmt 🫡🫡🫡

[Duncan @DuncanReucassel]

$GLXY The Kings Of Texas - new tagline

Remember 5.7GW = ~7.6B a year in EBITDA

7.5B * 25 = $190B in EBITDA --> GOOD MORNING BULLS that's 15x the current market cap of the stock in ANNUAL EBITDA at 90%+ margins 3-5 years away!

[Blockspace @blockspace]

🚨 ERCOT HAS NOTIFIED DSP & TSP BATCH ZERO CONDITIONAL CLASSIFICATIONS OF LARGE LOADS

[XCap @XCapitalMgmt]

The 830 isn't baseload b/c it's approved prior to it (i.e., it's better than baseload or at least functionally equivalent).

Market is asleep on Caspian being almost as big and also baseload potential. If Galaxy confirms Caspian's baseload tomorrow, that is huge.

And we know from IREN earnings that they've started 2028 capacity discussions so that's no longer a reason for Galaxy to not be in the mix on 2028 convos too (the delay Ferraro cited at EC).

[Data Center Dylan @datacenterdylan]

BREAKING 🚨 $GLXY

Morgan Stanley says Helios II is expected to receive ERCOT Batch Zero Base Load classification, which is important because it would strengthen the path toward getting that massive power capacity energized and commercialized. Morgan Stanley estimates a 95% probability of Helios II energization and, separately today, raised its GLXY price target from $37 to $48 while maintaining an Overweight rating.

The big takeaway: Helios II is moving closer to becoming a real, revenue-producing AI/HPC infrastructure asset rather than just potential capacity. And with GLXY sitting around $26.50 today, that $48 target represents roughly 81% upside from here.

This is exactly the kind of ERCOT catalyst GLXY bulls have been waiting for. 🚀

[Burnie Senders @BurnieSendersX]

A superintelligence that surpasses human capabilities is dangerous, comrade. ☭

[Tommy @Shaughnessy119]

bitcoin:native trading up on OpenAI AGI News because then money becomes absurdly worthless

[zerohedge @zerohedge]

Used Ferraris are clearly a better store of value than used H100/A100 chips. Time for private credit firms to launch Ferrari Collateralized Securities

[Data Center Dylan @datacenterdylan]

Here’s the current breakdown: $GLXY

✅ Phase I — 133 MW critical IT: Delivered. Galaxy completed it in Q2 2026, and it is now generating rent/revenue from CoreWeave.
🚧 Phase II — 260 MW critical IT: Still being built. Data-hall deliveries are expected to start in Q2 2027.
⏳ Phase III — 133 MW critical IT: Also part of CoreWeave’s commitment, with delivery coming later.

So CoreWeave has contracted for 526 MW of critical IT capacity total, but only the first 133 MW has been delivered so far.

And this is why that Morgan Stanley/ERCOT headline is interesting: if Helios II gets the expected ERCOT Batch Zero Base Load classification, it could be another important step toward getting that 260 MW Phase II energized and delivered.

Basically:

133 MW = producing revenue NOW 💰
260 MW = being built 🚧
133 MW = future Phase III ⏳
526 MW = total CoreWeave commitment

So there’s still a massive amount of contracted infrastructure left for GLXY to deliver. 🚀

[Duncan @DuncanReucassel]

Got $GLXY aka the kings of Texas

@novogratz @austorms @blakerking93 @jonathan_mg27

5.7GW = $7.5B a year in EBITDA GM

[Blake Lewis @Buhlahkay]

Now the games begin for the Texas large-load projects waiting on Batch Zero.

ERCOT has officially sent out its provisional classifications. That does not mean every project has been approved, but companies should now start finding out whether they are conditionally included, need to cure deficiencies, require a PUCT exception, or have been pushed into a dispute or reclassification process.

For a lot of the companies we have been watching, this is where the conversation starts shifting from “are we in Batch Zero?” to “what still needs to happen to qualify?”

The provisional classifications are out. Now we see who clears the remaining hurdles.

https://t.co/48dsrFka6q

[Duncan @DuncanReucassel]

Sounds good to me, hope you are long $GLXY ethereum:0x0f2d719407fdbeff09d87557abb7232601fd9f29 $DMGI.NE $BOT

[Arthur Hayes @CryptoHayes]

Let's Fucking Go! GPIF is in play to review their holdings of foreign and domestic assets. This is why EURJPY dropped 2 big figures today. It's about to be a money printing orgy. Read my essay Atencion out on Substack (cryptohayes) for more details.

[larry_engineer @larry0x]

Old man yells at computer

[Shrimp Among Whales @Shrimp_a_Whales]

B. Riley riles $FWDI PT to $9 (from $7) $GLXY

[Shrimp Among Whales @Shrimp_a_Whales]

'The audit’s scope has since narrowed to between 250 and 300 projects representing around 200GW of demand, rather than the full queue, PUCT officials confirmed at a subsequent emergency meeting.' $GLXY
https://t.co/PN1JmThpLN

[Mitchell Martan | TLI @MitchMartan98]

$CIFR $IREN $CRWV $HUT $GLXY $CORZ