Bridging crypto, AI & datacenters - one thread at a time. Following Galaxy Digital $GLXY on its mission reshaping finance ๐ | NFA
Follow for daily insights!
Financing is done and upcoming expansion will be financed with profits of first buildout datacenter. Crypto winter coudl affect shareprice in short term because people only focus on crypto pricing. Galaxy is in front row of all crypto advancing technologies and maybe even educating all the people in front row by being the most important speaker on stage. Price is just noise, value is created as we speak. $GLXY ๐
As a former shareholder of $GLXY who sold all his shares way too early at 34USD for a 4x profit I am now happy to announce being a happy shareholder again!
Amazing how misinformed the marked is at this point. But yeah, thanks for selling, happy to be back and bigger than ever! ๐
$GLXY will outperform again in 2026.
Please scroll back my timeline for all still relevant data I shared in the past.
Demand for Data Centers & Power is infinite $GLXY.
McKinsey estimates US data center capacity was ~25GW in 2024 and will surge to 80GW by 2030.
$GLXY's 3.5GW in potential power could be ~6.5% of the 55GW in predicted added capacity. Below is a quick comparison between Galaxyโs Helios site and some of the other big tech players I mentioned before.
$GLXY's Helios is on par with Big Tech sites and I am expecting another 800MW approved by EOY/Q1 + getting it leased out to another Hyperscaler which will be 1.6GW of contracted power earning ~$2.4B in average annual revenues...
IMPORTANT: SharpLink will not issue its regular weekly update this week
That's intentional, and you have nothing to worry about
Our Q2 results will be announced Friday morning, followed by our earnings call and webcast
In the meantime, weโre still buying $ETH nearly every day
The asset is $ETH, the ticker is $SBET
$SBET stays flat at $22 with $ETH's rally to $4,400 due to a $400M share offering. Retail is hedging and accumulating. Updates delayed for Fridayโs call. We go much higher๐
- $400M offering: 18.4M shares at $21.76
- ETH holdings: ~522K (last report)
- Deal closing today๐ฅ
๐ฅ BULLISH: Galaxy CEO Mike Novogratz claims "tons of money" will "pour in" the crypto market now that President Trump is planning to sign an executive order to allow crypto, private equity and real estate investments in 401(k)s.