NicoVersace

en·thu·si·as·tic about blockchain - the future X OS!

[NicoVersace @Versace_Nico]

This is $GLXY is trying to break out.

[Nadine Barakat @nadinebarakatlb]

علاء حمية وإيدال بحسب التغريدة بالاسفل، واصل دعمهم لحزب الله عبر وزير الاقتصاد بحكومة العهد العظيم #عامر_بساط ب٢٠٢٥

عامر ابن اخت السنيورة ..

شو حلو … أصلا نواف كان بدو علاء حمية وزير …
@nawafsalam @LBpresidency @grandserail @USTreasury @BDL_Lebanon @Israel_Alma_org

[NicoVersace @Versace_Nico]

@shindaejin0722 @CSchlauf @CCapLP @gulVasikova BTC is already at $80K. What exactly needs to happen for $DEFT to reclaim and sustain a share price above $1?

[NicoVersace @Versace_Nico]

@CSchlauf @CCapLP @gulVasikova $DEFT appears to be caught in a vicious cycle. The weak share price undermines investor confidence, which in turn makes it harder to attract new capital and regain market momentum. At this point, I suspect a reverse stock split is more likely than achieving compliance.

[NicoVersace @Versace_Nico]

@CSchlauf @Salim767715 @DeFiTechGlobal @EugenJen54441 @Forson @Russ_N_Starr Share price is the only scorecard shareholders have with $DEFT. $DEFT performance is the main barometer by which execution and value creation are evaluated.If mgmt expects investors to focus on something other than share price, then expectations probably need to be reset.

[NicoVersace @Versace_Nico]

@MitchellFrondal why it dropped ~10% and continue drifting down?

[NicoVersace @Versace_Nico]

$DEFT dropped ~ 10% today. Was the failed Clarity Act vote the reason? What category of investment even is this? The volatility makes it feel closer to gambling than investing. How realistic is it that $DEFT could ever reach investment-grade status? Outside of pure speculators

[NicoVersace @Versace_Nico]

@AlThingsF1nanc3 More concerning is that $GLXY CEO struggles to articulate and promote $GLXY vision and strategy. For a Co operating in a highly competitive and rapidly evolving industry, strong leadership, communication, and investor confidence are critical. I’m simply not seeing those qualities

[NicoVersace @Versace_Nico]

@AlThingsF1nanc3 $GLXY lacks the leadership and execution needed to create shareholder value. The only reason this management team remains firmly in place is that they control majority voting power. Without that majority ownership, shareholders would likely be calling for their removal in no time

[NicoVersace @Versace_Nico]

@KARLW0LF High institutional ownership often correlates with more fundamentals-driven trading and fewer pure retail-frenzy spikes. As a result, retail investors view $GLXY as less exciting.

[NicoVersace @Versace_Nico]

@nickgerli1 I hope it drops further. It is not affordable.

[NicoVersace @Versace_Nico]

@stefanvanderlux Bearish -The entire AI DC sector is currently being valued on one key metric: how much approved power an operator has secured. In $GLXY's case, no increase in approved power capacity, which I view as a bearish. Market's enthusiasm is largely driven by incremental power approvals

[NicoVersace @Versace_Nico]

@KARLW0LF @galaxyhq @novogratz I don't know why you're so excited. Let's be realistic: Helios I and II were already approved before the batch process. There's no need to sugarcoat it or keep rehearsing how great $GLXY is. The batch process didn't create any meaningful incremental value here. It is what it is.

[NicoVersace @Versace_Nico]

@KARLW0LF @galaxyhq @novogratz This outcome highlights a potential stagnation in the project pipeline, suggesting management used regulatory confirmation as a defensive milestone rather than unlocking fresh growth. Studied load means "under review with no guarantees".

[NicoVersace @Versace_Nico]

@Vinyle_mobile They effectively received no benefit from the batch process, as Helios I and Helios II had already been approved beforehand. Frankly, this raises serious questions about the company's leadership and decision-making.

[NicoVersace @Versace_Nico]

@SmallCapSnipa They got nothing new basically, Helios I and II were approved prior to the batch zero already.

[NicoVersace @Versace_Nico]

@DuncanReucassel Going down further...wait for it!

[NicoVersace @Versace_Nico]

@duncanreucassel why would you choose $SYN over $DRV? Derive solved the technical problem but bit struggling with distribution and MM depth abd it is further along on the same chain?

[NicoVersace @Versace_Nico]

@m0xt_ Repeatedly attributing valuation gap to market misunderstanding is no longer a sufficient explanation. It is mgmt's responsibility to clearly communicate $GLXY strategy, execute against its objectives, and ensure that the investment community understands the value being created.

[NicoVersace @Versace_Nico]

@m0xt_ We have been hearing for more than a year that the market continues to misunderstand the company's value proposition and is assigning little to no value to its AI data center business or venture portfolio.
What concrete actions is management taking to change this perception?