Stanley

Taking positions in markets and discussion. Building things with AI in between.

[Stanley @account_482]

What happens to $GLXY in a worst-case $CRWV bankruptcy scenario?

With the concerns surrounding CoreWeave's financial position, I've been looking at what an outright bankruptcy would actually mean for Galaxy.

Firstly, Galaxy owns the Helios infrastructure. The land, buildings, electrical infrastructure and cooling systems. CoreWeave is the tenant.

If CoreWeave went bankrupt and its leases were terminated, Galaxy wouldn't suddenly lose the hundreds of megawatts of developed, grid-connected data centre capacity.

The GPUs are a separate matter, but the underlying infrastructure would remain Galaxy's, subject to its financing arrangements.

Galaxy could then look to lease that capacity to another hyperscaler or AI infrastructure provider, potentially Microsoft, Google, Amazon or someone else entirely.

There would obviously be disruption to rental income, debt servicing and potentially the development timeline, but none of that changes the fundamental value of having large-scale, energised AI infrastructure in a market where power availability is increasingly constrained.

The real question would be how quickly Galaxy could secure another tenant and on what terms.

Personally, I think Galaxy would be in a much stronger position than some might expect, even under this extreme scenario. CoreWeave going bankrupt wouldn't mean Helios suddenly becomes worthless. The infrastructure would still be there, and so would the demand for power.

And looking ahead to 2027, I think there's another reason to be optimistic. If we see the crypto market recovery I'm expecting, Galaxy effectively has a double-barrelled investment narrative. Growing exposure to AI infrastructure alongside a potentially significant recovery in its digital asset businesses.

Two major growth narratives under one ticker, with either capable of driving a re-rating.

Long $GLXY.

[Stanley @account_482]

@BullTheoryio This should drive the price to its final bottom before new all time highs next year.

[Stanley @account_482]

A time of chaos where new paradigms are born.

The old system must be destroyed to make way for the new.

But at what cost? How many lives and how much private wealth will go down with it?

You need truly novel thinking to make it through such times.

[Ted @TedPillows]

Lovely world we're living in.

The internet isn't safe.

Gold might be manufactured in labs.

The dollar and euro keep losing purchasing power.

And even Bitcoin may not be immune to the rise of quantum computing.

Every "safe haven" comes with a new existential threat.

Fuck yes.

[Stanley @account_482]

@retail_mourinho All I'm hearing is panic

[Stanley @account_482]

@KontraInvest @investseekers Makes logical sense. Was always going to happen once people figured out how to stay slim. Shame they had to take an Injection/pill though.

[Stanley @account_482]

@cantonmeow Been buying $GLXY $BMNR and $COIN along with $CRCL and $MSTR during these tough times.

Confident medium to long term. Great time to buy.

[Stanley @account_482]

@LongGameEquity This could be the next one of those 🤣

[Stanley @account_482]

@Good_Tweet_USA It's macro Marco

[Stanley @account_482]

@bdinvestingg He has a stronger allegiance to Israel than stock market participants, unfortunately.

[Stanley @account_482]

@cmsinvests War if I had to take a punt

[Stanley @account_482]

@hiamsoares @JordanEVGuy I wonder why he hasn't replied to this one and only to people that made spelling mistakes.

Great points by the way, bang on.

[Stanley @account_482]

@ericso73261323 @bitcoinbutcher1 @realmadriden @danroberts0101 @kentpdraper @mikealfred

[Stanley @account_482]

@timothy_jshaw All 3 reported mining revenue in the previous quarter. $66.7m for IREN..

I also said historically correlated. I think crypto will provide a strong tailwind alongside the obvious AI investment cases.

[Stanley @account_482]

Agreed. Especially on names like $IREN, $CIFR and $WULF which have historically been very correlated to the crypto cycles.

Can see these stocks taking off as crypto moves back higher.

[TheGentleTraveler @LeaderInvests]

Hearing people trying to time recent bottoms here on $IREN - $CIFR - $NBIS - $CRWV and more tickers.

Many of these names are much closer to a bottom rather than a top, so right there you want to be focused on adding mainly.

Can they potentially still see lower yes. But their R/R looks very appealing now.

Crypto space is moving. That is about to leave higher.

[Stanley @account_482]

@ericso73261323 @bitcoinbutcher1 @realmadriden @danroberts0101 @kentpdraper @mikealfred $IREN confirmed AI compute contracts with Microsoft, NVIDIA, Perplexity, Figure AI, Together AI, Fluidstack, Fireworks AI, Fal AI, Hume AI, Cohere, Prometheus and Higgsfield AI.

[Stanley @account_482]

@alexanderrX_ We are professional money wasters and our politicians are just posh scammers.

We're a tiny country with an economy that punches way above our size and can't even build a railway.

[Stanley @account_482]

@StocksandDares They are the only 2 I shop at

[Stanley @account_482]

@ZacheryMac54146 @CryptJynx I think it just takes time to finalise these deals. Patience will pay off.

[Stanley @account_482]

@MarioNawfal If you believe this tosh, you deserve to be robbed.