My 2025 prediction:
$GLXY announces additional Helios deal(s) & uplists on to the NASDAQ where we move to a new all time high.
Bears are currently getting extremely confident & we are sitting at a 4 on the fear greed index. Buy the fear.
(Pinning this on my profile too)
🚨Attention $GLXY holders🚨
My spider senses are tingling we get the additional 800MW of power approved next earnings or in Q4 2025 (consistent with management guidance of before EOY).
If this happens and $GLXY signs a new tenant (I think $ORCL based on @RHouseResearch's work) $GLXY is going to significantly re-rate.
$2.4B in average annual revenues at 90% EBITDA margins, $2.16B * 25x EBITDA multiple = $54B in Enterprise Value - $12B in debt for buildout = $42B in Equity Value ($105/share at 400M shares)!
$GLXY @galaxyhq#Helios
I agree with @Reignots thoughts here and add some evidence of Ercots latest large load working group's meeting. I am 95% sure that Galaxy's anticipated load (at least 800MW) is part of this study.
Q4 2025 is target date we should keep an eye on.
🎯
Remember I made this post when $GLXY was ~$9 USD & the majority of the feed was in full panic mode.
You just needed to relax & accumulate all along.
My 2025 prediction:
$GLXY announces additional Helios deal(s) & uplists on to the NASDAQ where we move to a new all time high.
Bears are currently getting extremely confident & we are sitting at a 4 on the fear greed index. Buy the fear.
(Pinning this on my profile too)
@Sergeant991 @solanosx IREN is years behind a company like GLXY in the AI/HPC Data Center space.
Doesn’t mean retail won’t continue to be dumb in the short term & pump the price off pure hype & no substance.
@ChelApples So many people shilling garbage like HIVE & BITF to lure retail in for exit liquidity. The price targets I’m seeing accounts post are ridiculous.
People are absolutely shameless on X in bull markets
I've known @novogratz many years.
And couldn't be happier for him.
Incredible long term cup and handle here.
Looks like it could go to 80 here. Not sure on what time frame but a break of the old highs will be explosive.
Congrats Mike and @galaxyhq
🚀 🚀
DATCO wave 🌊 led by $GLXY
$FORD → $1.65B $SOL treasury
$BMNR → world’s largest $ETH treasury ($9B as of Monday)
$MCVT → $450M $SUI treasury
Galaxy earns fees across placement, custody, trading and staking.
ALL IN $GLXY 👨🚀🚀
This can not be overstated for $GLXY, if you are a holder, potential buyer or just an observer of the AI sector please read this. I think the potential for $GLXY to be a leading player in the new AI Data Center buildout in NA could make them a multi-hundred dollar stock.
The demand for compute is essentially infinite - Elon Musk said "The next shortage will be electricity. They won't be able to find enough electricity to run all the chips."
Galaxy is building Helios which has 3.5GW of potential power, currently on-par with plans from the largest big tech/AI firms in the world.
Keep in mind these AI Data Center buildouts are completely different then data center 1.0 from companies like $DLR at a $60B market cap which has ~2.7GW of operating capacity from ~300 data centers.
These 1.0 data centers are ~10MW a piece vs 3.5GW in one campus with Helios.
So it's a totally new build and Galaxy is making partnerships with leading players like Clayco & $CRWV to build to custom AI workload specs.
Galaxy expanded their power pipeline by 1GW last earnings and were evaluating "~40 BTC Mining sites" that are ripe for conversion.
We could literally see $GLXY become a leader in north America for AI Data Centers which is likely a 1T+ market over the long term given compute demand is infinite.
This is just my own opinion from my own research, personally my "moonshot" scenario for $GLXY is hundreds of dollars a share.
$GLXY @galaxyhq#DigitalAssetsBusiness
Tokenizing $GLXY shares was just the beginning! Seems to me that Galaxy will launch an >>On Chain Credit Fund<< 📄🔗 very soon.
Spread the word, like & follow 🤝
I haven't seen things busier at $GLXY since we started the company in 2018. The entire space is in transformation and we fully intend to be one of the winners when the financial market deck chairs get reshuffled! It's happening.