Dutchman_88

Kettlebell fanatic - Excited about investing - Positions $GLXY $RIOT $MSTR $BMNR

[Dutchman_88 @Dutchman_1988]

@CK_Cryptoklepto News will probably be announced at earnings. I also have a feeling something is brewing with $AMD , Anthropic and $RIOT

[Galaxy @galaxyhq]

Phase I of our Helios data center campus is done. On schedule. On budget.

All 133MW of critical IT load now generating full revenue.

Phase II is already underway. 260MW more, live in H1 2027.

Big things coming.

$GLXY

[Michael Saylor @saylor]

Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC https://t.co/AUoUCtem53

[Mike Novogratz @novogratz]

Everyone's talking about compute buildout. We're standing in ours. Helios is operational in West Texas. $GLXY

[Galaxy @galaxyhq]

Compute capacity and the runway to build it is increasingly scarce. Helios, our AI data center in West Texas, is delivering both — 1.6GW, on schedule.

[Jonathan Goldowsky @jonathan_mg27]

$GLXY is building the infrastructure that will underpin two of the most powerful forces reshaping the global economy: the proliferation of AI and the digitization of financial services.

AI Infrastructure
The future of digital innovation will depend on the development and expansion of AI data centers. $GLXY owns a 1,500+ acre campus in Texas with 1.63 GW of approved power capacity and the potential to scale to 3.6 GW, making it one of the largest data center campuses in the world. We're also actively evaluating a pipeline of new sites across the U.S. and I expect we will be discussing a multi-campus portfolio within the year.

Digital Infrastructure
As blockchains increasingly become the rails for moving, settling and storing value, the world's largest financial institutions are recognizing the need for the technology, infrastructure and expertise to operate in this new environment. Over the past 8+ years, $GLXY has built a full blockchain infrastructure stack spanning wallet infrastructure, private key management, staking, tokenization and more. We've used this infrastructure internally at scale and now provide it to institutions through custom deployments, white label solutions and managed services.

The next decade will be defined by exponential growth in compute and the continued digitization of the economy. $GLXY is positioned at the center of both.

[Dutchman_88 @Dutchman_1988]

@NicolasFlamelX Wait until you tell her about the full ercot approval in August.

[Michael Saylor @saylor]

$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. https://t.co/3sIqqF3FCR

[Jonathan Goldowsky @jonathan_mg27]

Earlier this week, the ERCOT Board approved the eligibility rules for Batch Zero, marking another important step in the transition to ERCOT's new batch interconnection framework. The rules have been under development for several months and provide the criteria for which projects will be included in Batch Zero and how they'll be treated. The batch framework replaces the legacy serial study process with a coordinated approach for evaluating large load interconnections.

The framework now moves to the PUCT for final approval. Companies have until July 10 to submit materials and receive approvals under the current process. Beginning July 11, the Batch Zero Interconnection Study will be the only pathway for large loads seeking to connect to the ERCOT system.

The next key milestone is ERCOT's notification to transmission and distribution providers regarding project inclusion and classification in Batch Zero, which is expected on August 7. That's when we expect greater clarity on the status of $GLXY's additional power under study at Helios as it relates to Batch Zero.

As a reminder, $GLXY already has 1.63 GW of approved grid capacity at Helios, making it one of the largest 100% front-of-the-meter data center campuses in North America.

[Jonathan Goldowsky @jonathan_mg27]

1,000+ workers. Beehive of activity. $GLXY

[Dutchman_88 @Dutchman_1988]

@jonathan_mg27 Love it but i wish you guys would promote Helios more. Market apparently has no idea what Galaxy is building. Its currently a hidden gem.

[Dutchman_88 @Dutchman_1988]

@novogratz We need GalaxyAI, a rebrand. That alone would pump the stock. Other datacenters are flying and we are left behind.

[McNallie Money @McnallieM]

🏗️ @RiotPlatforms just filed to build a brand new data center at Corsicana — Project "Ditto" is official 🏗️

⚡ Project Ditto — new two-story data center building at Corsicana campus — 335,430 sq ft across two floors

⚡ $400M project — development running April 2026 through May 2028

⚡ Corsicana campus now spans ~890 acres following last year's 238-acre acquisition — total site approaching 1 GW of capacity

⚡ Currently 400 MW of power at Corsicana for Bitcoin mining — long-term plan targets full 1 GW with AI/HPC conversion underway

⚡ Combined with Rockdale — $RIOT owns and manages 1,100+ acres and 1.7 GW of power capacity across Texas alone

[Dutchman_88 @Dutchman_1988]

@novogratz I also hope June will be Helios month? Or maybe some updates about Helios?

[McNallie Money @McnallieM]

🚨 @RiotPlatforms data center growth curve is going parabolic — and this slide tells the whole story 🚨

⚡ Jan 2025 — $RIOT announced strategic pivot to HPC at Corsicana

⚡ Jan 2026 — first 5 MW @AMD lease executed at Rockdale

⚡ May 2026 — Phase 2 $AMD deployment brings total to 25 MW

⚡ Nov 2026 — Phase 3 $AMD → 35 MW

⚡ May 2027 — Phase 4 $AMD → 50 MW

⚡ $AMD expansion option — additional 200 MW (50 MW + 100 MW contingent on power)

⚡ First Corsicana core & shell — 168 MW of Tier 3 capacity

⚡ Full buildout — 1.2 GW total with future data center development

⚡ Total Portfolio NOI Range at full buildout: $1.6B–$2.1B annually

5 MW in January 2026. 1.2 GW at full buildout. $1.6–2.1B in annual NOI.

The $AMD deal wasn't the destination — it was the proof of concept for a 1.2 GW leasing opportunity!

[McNallie Money @McnallieM]

⚡ $RIOT 's power portfolio is larger than most people realize — and it's just getting started ⚡

⚡ 2.0 GW of utility power across three sites today — Corsicana 1.0 GW + Rockdale 700 MW + Kentucky 300 MW

⚡ Four distinct pathways to grow the pipeline further: — Greenfield & Brownfield development
— Behind-the-meter self generation
— M&A - acquire portfolios with access to power
— Strategic partnerships and JVs

⚡ 100+ opportunities evaluated over the last 24 months — multiple deals being actively pursued right now

⚡ Nuclear MOU with Terrestrial Energy already signed — self generation pathway already in motion

⚡ @ESSMetron engineering advantage means @RiotPlatforms can build faster and cheaper than any competitor — the power base is the foundation, the deals are the catalyst

[Rittenhouse Research @RHouseResearch]

Jacob Rubin (Philosophy Capital Management) pitches Galaxy Digital $GLXY at Sohn

https://t.co/PCSK4QeYSt

[Galaxy @galaxyhq]

Helios Data Center Campus. West Texas.

✅Operational.

Stay tuned.

[Dutchman_88 @Dutchman_1988]

@novogratz @CoreWeave Congrats! Excited to see more updates and hopefully another datacenter acquisition in the future.

[Galaxy @galaxyhq]

Not long ago, a bitcoin mine.

Today, Helios is an operational AI data center.

First data hall delivered to @CoreWeave at Helios — Galaxy's data center campus in West Texas, approved to support up to 1.6GW of capacity and one of the largest developments of its kind in North America.

We're just getting started.