Jlib01

Galaxy Digital $GLXY Ultra Bull 🐮
Jlib01.skr

[Jlib01 @Jlib011]

@NotA_Bull Galaxy Digital $GLXY

[DougC @SnowBlindTrek]

$GLXY - Helios is in good hands: Helios builder Clayco ranks in the top 5 national data center contractors (ENR) and continues aggressive expansion in AI-driven demand. Multiple Coreweave and hyperscale projects. https://t.co/9MMZ3AGPTt

[Jlib01 @Jlib011]

@Beagleboiy I'd start right now

[Jlib01 @Jlib011]

Nice work!

[Lord_Wette @LORD_WETTE]

https://t.co/YnsPetaKsf

[Williams @SwanKinter]

$GLXY just pulled off a classic bottom!

Got crushed 64% from $45.92 down to $16.43. Retail finally bailed and capitulated...

Then it ripped right back up, more than doubling to $33+!

Textbook monthly chart: shake out the weak hands, then let it fly.

With the $200M buyback and crypto bouncing, this has some serious upside left. 👀🔥

#GLXY

[Jonathan Goldowsky @jonathan_mg27]

I love the story of Helios and don't think it gets talked about enough.

Back in December 2022, when BTC was trading below $20K, $GLXY acquired Helios for $65M. At the time, much of the industry was focused on survival. Crypto was 70%+ off its highs, liquidity was scarce, several companies had already gone bankrupt and many others were under significant pressure. Having risk managed the downturn well, $GLXY was in a position to play offense when others couldn't, and Helios was one of the opportunities that emerged from that environment.

When we acquired Helios, the site spanned 160 acres, had 60 MW of energized mining capacity, 180 MW of total approved power capacity and was staffed by 40 employees. Over the next 24 months, we expanded the site significantly. We acquired an additional 160 acres of contiguous land, increased energized mining capacity to 200 MW, expanded approved power capacity to 800 MW, took delivery of six main power transformers, grew the team to over 50 employees and scaled the operation to nearly $100M in annual mining revenue.

But while we were building, the opportunity set was changing. Advancements in AI were driving a surge in demand for compute and power and there wasn't enough data center capacity or available power to keep up. Grid constraints, supply chain bottlenecks and permitting delays were making it increasingly difficult to bring new capacity online. As a result, large scale sites with approved power access became incredibly valuable. We recognized that Helios was positioned to be much more than a bitcoin mining facility, so we made the decision to strategically pivot toward AI infrastructure, leveraging the expertise we had already built developing and operating power intensive BTC mining infrastructure at scale.

Fast forward to today and the transformation has been remarkable. Our Helios data center campus has grown to over 1,500 acres, with more than 1,000 workers on site daily supporting ongoing development and operations. We now have 1.63 GW of approved power capacity, with the potential to scale to 3.6 GW, which would make Helios one of the largest data center campuses in the world. CoreWeave is our anchor tenant, with 800 MW of gross power leased over the next 15 years. Beyond that, we have another 830 MW of approved capacity and are actively engaged with prospective tenants to lease the remaining capacity.

What started as an opportunistic acquisition during one of the most challenging periods in crypto has evolved into a cornerstone asset positioned at the center of one of the most important secular trends of the next decade: AI infrastructure.

[Duncan @FloodCapital]

$59 rapidly for $GLXY

[Gordon 🐂 @GordonGekko]

Waiting for $40K BTC now is like waiting for $12K BTC in 2022.

They'll be our exit liquidity at $200K in 2029.

[Fedex_Trader.eth @Fedex_trader]

All in 🫡 $GLXY

[Gains Capital @GainsCapitalLLC]

$GLXY long term hold for me, story still intact

Seeing some resistance at ~$35, but room to ~$45+ when it gets above

[Jlib01 @Jlib011]

$GLXY

[Kevin Xu @kevinxu]

- Check futures
- Check overnight markets
- Pray to Lady Fortuna
- Bull post
- Check any new news
- Check the charts
- Bull post again
- Open calculator app
- Refresh one more time
- Sleep holding phone
- Refresh again

[Jlib01 @Jlib011]

@rasmr_eth Just buy Galaxy man

[PROFESSOR OF PAMPNOMICS @profpampnomics]

TALK ABOUT HELIOS

GIVE THE PEOPLE WHAT THEY WANT

@novogratz 🆙📈

[ChelApples @ChelApples]

$GLXY this was the (simple) ask.

Helios existed 12+ months ago in the midst of an explosive DC bull-run; we heard crickets (and/or crypto-only/politics).

Speak to what will be the largest DC campus in US (ie. what caused this move), correct the self-inflicted category error.

[Jlib01 @Jlib011]

@Vinyle_mobile Custom merch

[Fibby. @Fibonacci_TA]

$GLXY (2W) — I have some very bullish targets lined up at $72 and $106 for once we finally break out above that $35 resistance and hold.

Cloud says we've got the momentum on our side — now it's all about the execution of the bulls.

[Jlib01 @Jlib011]

@ShardiB2 Is that subscription income?

[Jlib01 @Jlib011]

@FloodCapital

[Nicolas Flamel @NicolasFlamelX]

AI infrastructure over the last year:

$NBIS +342%
$IREN +457%
$CIFR +489%
$WULF +495%
$HUT +533%

Meanwhile $GLXY is “only” up ~71%

The catch-up trade should have legs

Especially considering this…

[Jlib01 @Jlib011]

@RampCapitalLLC Pivot to $GLXY