Slakesly

What’s the ticker?

[Slakesly @slakesly]

@ChelApples Who is supplying the infinite inventory?

[Tristan Rettich @Pixeldreams_art]

BASED PIXELS

444 Animated 1/1s on @base

Link in my bio 👆

[Jonathan Goldowsky @jonathan_mg27]

$GLXY just completed ERCOT interconnection studies and secured approval for an additional 830 MW of power at our Helios data center campus in West Texas! That brings us to 1.6+ GW of approved power capacity, with 800 MW already committed to CoreWeave.

This puts Helios among the largest and fastest-growing data center developers globally, and marks a huge step forward in our mission to build a multi-tenant, multi-gigawatt data center business.

Access to reliable power at scale is the scarcest and most valuable asset in the world - it’s the foundation of the AI revolution.

Next step: securing a world-class tenant to develop the next AI data center at Helios.

Game on!

https://t.co/BU4nmTvz4t

[Alex Krüger @krugermacro]

Equities I like/own

GOOG - AI platform leader
NVDA - AI compute monopoly
TSLA - EV & robotics
MSFT - cloud, business processes, AI
AMZN - ecommerce & cloud
GLXY - institutional crypto platform & AI data centers
ORCL - enterprise software, cloud, AI infra
IBM - software services with quantum R&D division
HON - aerospace, industrial automation, quantum division
VST - diversified power generation (natgas heavy)
CEG - nuclear power generation & distribution
GEV - gas power turbines & grid/electrification
CRWV - AI GPU cloud
FLY - rockets/lunar landers
PDD - social commerce app in China owns Temu app
GGAL - Argentine bank

I'm long all of them but for GOOG (waiting for an entry) and GGAL (exited two weeks ago, shall re-enter). NVDA has been my core position since 2023. TSLA I've been long since the June low. I'm very long GLXY (BE here). The rest ex PDD are all fresh positions opened this past week. Names other than Mag7 are all small speculative positions. Also long two ETFs (MSOS and QTUM) and gold futures.

Regarding timing
> if recycling profits, current levels are IMO good
> if deploying fresh capital, this is not the fire sale to go all-in, but good enough to get started

I am not fully allocated and plan to allocate if things get bloodier or once I feel less uncertain about what comes next (likely in December, in line with my macro outlook for 2026).

Unlike crypto, I do not trade my stocks portfolio too actively. That may change in the future if I grow more disillusioned with the space (despite the optimism I transpire) and even though bullish BTC for 2026 I'm open to the idea of BTC's upside being capped and altcoin prices behaving like Cannabis stocks post 2021. The latter for me is the real crypto bear case.

**Lastly, please DYOR, don't just blindly buy**

[Bold @boldleonidas]

Fantasy (s)Top

[Degen Ape Trader @DegenApe99]

I really enjoy playing @fantasy_top_ weekly.
But I think we need some changes.

From a player's perspective:

- The community has become extremely toxic recently. Loyal community was once one of the best aspects of this project, but now everything is falling apart.

Supporters are turning into haters, and haters are outright FUDing daily.

- Player confidence in the Dev team is at its lowest point since day one.

- The lack of transparency about how Devs are using the "company treasury" worries players.

- There's insufficient ETH reward to satisfy both top 10 players and low-portfolio ones.

- OG players want TGE, or at least a clear roadmap of "Wen TGE".

From my POV, new players don't really want to try the game, mostly due to $FAN uncertainty.

- Card prices are only going down, which is likely the result of all the issues above.

My suggestions:

- End all FUD and regain confidence from players. I think this should be easy, people trusted the team from the start, and they can continue to do so as long as a strong message is sent to the public.

- Ensure players know that the "Company Treasury" is for Fantasy's growth, not for personal benefit.

The team may not realize this, but there's FUD going around that they're doing a slow-rug and letting the project die slowly.

This starts from large ETH movements and poor communication afterward.
To be honest, I trusted the team 100% before, but now my confidence is only around 50%.

- Add more ETH rewards and balance the top-heavy distribution with wider distribution a bit.

I genuinely like the top-heavy approach, but top-heavy without significant additional rewards is killing the game.

The reason relates to the implied $FAN value right now, people don't consider $FAN a valuable airdrop, and with card prices only declining, frag value is no longer an attractive reward.

- Provide a clear roadmap for TGE:

The team set a target of "More Revenue", but current data shows it's not on track.

It's like telling players we'll have TGE if a turtle can reach 100km/h.

Again, team doesn't need to TGE immediately, but the team needs to provide a REALISTIC target or at least a REALISTIC roadmap to that target to boost player confidence.

I really hope @fantasy_top_ can succeed. I've invested heavily since day one and have always been a supportive community member.

Change We Need

[KarlWolf @KARLW0LF]

$GLXY
Net Income: Jumped to $505 million in Q3, a massive +1,546% increase from $30.7 million in Q2. This reflects robust operational performance, especially in digital assets.
• Adjusted EPS: Rose to $1.12 (from record results in digital assets and investment positions), signaling improved per-share value for investors.
• Adjusted EBITDA: Surged to $629 million, up +198% quarter-over-quarter, indicating efficient operations and high margins amid rising trading volumes.

[Alex Krüger @krugermacro]

@KeepinNatty NVDA, TSLA, GLXY, MSOS

and want to go shopping next week, would have more names after I fill

[1000x @1000xPod]

$GLXY = next meme stock?

➤ Stock doubled since early Sept, fueled by Helios data center and “GalaxyOne” launch
➤ Combines crypto + brokerage + data center exposure = take my money
➤ Trades up more than BTC on green days, down less on red days

This could become the Robinhood of crypto → Meme stock WITH super bullish fundamentals

[Milk Road @milkroaddaily]

BIG NEWS:

@galaxyhq (Nasdaq: $GLXY) just launched a new product called GalaxyOne.

An all-in-one platform offering crypto, stocks, and 8% yield for U.S. users.

It’s now a direct rival to Robinhood and Kraken.

[GalaxyOne @galaxyoneapp]

GalaxyOne is here. Backed by @galaxyhq (Nasdaq: GLXY), GalaxyOne is built for individual investors who expect more:
✔️8% Premium Yield on cash (U.S.-accredited investors only)
✔️4% Annual Percentage Yield (“APY”) high-yield cash account
✔️Crypto + US equities trading
✔️Auto-reinvest your interest into bitcoin

[Gab @GabGrowth]

$GLXY with an all-time high close today and a strong after-hours move.

I think this is pretty notable. Crypto had a rough day yesterday and all crypto-related names took a hit, except $GLXY

It appears the market is starting to value its datacenter business, which is the crux of my thesis.

Also, the ERCOT BOD are meeting today. If we get an approval of the additional 900MW, it wouldn’t surprise me to see a +20% pop in one day.

[CoinDesk @CoinDesk]

Scoop: Galaxy Digital will debut its own tokenized money market fund to compete with the likes of BlackRock and Franklin Templeton. By @IanAllison123.

https://t.co/SnE2TC74n6

[karbon 🐺🦊 @karbonbased]

Time to collect a 6 figure airdrop per wallet on base

[Satoxis @satoxis]

I’ve run multiple valuation models on ChatGPT-5 for $COIN and $GLXY, and the conclusion is clear: Coinbase is priced for perfection, while Galaxy is deeply undervalued. The main risk is execution, but once HPC infra begins generating cash flow in Q1/Q2 2026, the market could reprice Galaxy 3–5x higher from current levels. NFA.

[Jeff Dorman @jdorman81]

Why investment banks matter

$CRCL $BLSH - wildy overvalued, but the story was sold, so stocks up 3-5x post IPO

$GLXY - wildly undervalued, but conversion from TSX to Nasdaq wasn't sold to new investors by an inv bank

$COIN - direct listing, no one cared about it for years

[kitch @Kiiitch]

$BLSH is now opening with a larger market cap than the whole of $GLXY
This is proof that the equities market is full of retards and that you will become rich if you buy some $GLXY asap.
If you don’t understand do some research.

[kitch @Kiiitch]

So $BLSH is valued at $5bn for the part of the business that for $GLXY is valued at zero. Then $GLXY has a ton of crypto on the balance sheet, plus investments in every corner of crypto and one of the biggest AI data centre businesses and is valued at $10bn.
Make it make sense