Let's shift the focus entirely away from short-term hype or speculative meme coins and lock in on Hathor (hathor:native ) and its network fundamentals.
1/7
🚀 $BTC (VIDEO)
I cut through the noise and share the next 2 incoming setups on Monthly & Weekly
The hopium you been needing. Members are already preparing for the breakout Arrow. Imagine catching the next leg using Alpha Stops 📈💰
Like + Repost if you value real alpha 🧠🔥
Phantom Space is a mission-driven company with a unique vision for how future generations can flourish on Earth and in space. We know not only what we are building, but also WHY. By democratizing access to Earth orbit and enabling a digital future in space via rockets, satellites, and space data networks, we believe we can enable an explosion of human creativity and economic activity in the years to come.
https://t.co/kEhgwOTmNp
$GLXY looks so primed here, breaking out to 4 year highs on the monthly chart + we are setting up for some potentially huge updates and catalyst during the August 5th earnings! A few highlights we could potentially get from Galaxy are:
Balance Sheet Updates:
Revaluation of crypto assets and crypto infrastructure investments on the balance sheet + clarity into the size of investments like $SBET, $BMNR and other treasury companies. This could take $GLXY's balance sheet well beyond the ~$3B number I had in my mind based on the spaces AMA @novogratz@intangiblecoins and others from Galaxy did ~1.5 months ago. I would love if Galaxy disclosed exactly what they hold on their balance sheet so the army of $GLXY researchers on twitter could do a more accurate SOTP model on Galaxy!
Crypto Business Line Updates:
Given the significant ramp up in crypto prices + all the treasury deals Galaxy has been involved with recently we are likely to see a big jump in assets under management, increased trading volumes, and assets staked with $GLXY. We will potentially see some movement on the tokenization front with @GK8_Security, movement on Galaxy's JV EURO stablecoin with @AllUnityStable and maybe even and increase in M&A activity for Galaxy's investment banking arm. Also I would expect Galaxy's loan book to have grown too.
Data Center Business Line Updates:
Okay here is where things could get juicy! Historically Galaxy seems to have done big announcements surrounding their data centers business on earnings day. We have a wide range of potential updates we could get here:
- News if CoreWeave will exercise their remaining 200MW option at Helios (expanding the lease from 600MW to 800MW) this will add an incremental 300M/year in average annual rent, bringing the total to 1.2B/year on average - this will start cash flowing in H12026 and ramp into 2027. (note $CRWV has till September to exercise this option).
- Updates about the additional 1.7GW of power that Galaxy has under study with ERCOT (comes in the form of an 800MW tranche and 900MW tranche) if they get approved for another 800MW this soon that would be a huge bullish surprise (management has guided to this being "single digit months away / EOY")
^ following this we may start to see news flow about a potential new tenant for the additional capacity, again if they are able to lease out the next tranche + the remaining 200MW option $CRWV has to exercise that will bring the average annual revenue Helios generates from $900M --> $2.4B!
- Updates on the pipeline of ~40 Bitcoin mining sites Galaxy is evaluating for potential acquisition or partnership. Galaxy has developed relationships with tier 1 data center contractors, CoreWeave, other hyperscalers, and it seems like TSMC/AMD to build out bespoke AI Data Centers for hyperscalers like $CRWV. This $CRWV lease that Galaxy has already secured really sets them ahead of the pack in the Bitcoin miner space proving to other hyperscalers that they have the ability to execute. $AMZN $META $MSFT or others will not want to partner with a small bitcoin mining company that doesn't have the relationships, capital or expertise to execute on bespoke AI data center buildouts.
BONUS - Research Coverage:
Now that Galaxy is listed on the NASDAQ they are starting to pick up coverage from more US firms. Goldman Sachs, Morgan Stanley and Jefferies lead the $500M raise Galaxy just did and Jefferies just initiated coverage with a $35 PT, I would expect Goldman / Morgan Stanley to follow suit and it would be absolutely epic if they did a deep dive report into $GLXY - this could spark a ton of institutional demand and really help tell the story of Galaxy's 3 pronged business (awesome balance sheet, crypto business lines and data center business).
Excited for August 5th!
Fun fact: Joseph Lubin, SharpLink Chairman and co-founder of Ethereum, was a roommate of Mike Novogratz, co-founder and CEO of Galaxy Digital, during their time at Princeton University. $SBET $GLXY $BMNR
Nothing has made me more bullish on $MTPLF than learning how yield-starved Japanese investors are.
If they can spin up preferred shares, these things are gonna PRINT MONEY.
Here is some quick (and dirty) math of why this is a 5x better opportunity than doing prefs in the USA.
$BABA #BABA Red day once again on the spot price but you have calls at the ask over $50k in size outpacing puts by over 32x today shown on @BullflowIO.
This is exactly the same type of options flow you saw before $BABA moved up big in January.
$HDOG First meme OG dog 🔥
Tokens are limited: 69,000 ( WITH NOW 3500 wallet addresses have HDOG tokens and 30%plus of the supply has been given to the community already)
ARE YOU READY DAWGS?!
AIRDROPS WILL BE GIVEN INSTANTLY TO EVERYONE until 1% of the supply runs out today and once we have reached 10,000 followers in X, we will have another round! 😎
hathDOG is for everyone! 🚀 Game night is also happening in our TG 18:00UTC !
To be eligible for this airdrop, make sure to follow these three steps:
1. Follow:
@hathdogofficial
&
https://t.co/CgxMRVrSLA
2. Comment your $HTR address wallet
3. Like and RT
$HDOG First meme OG dog 🔥
Tokens are limited: 69,000
To end this phase of airdrop(for the next 40H) everyone will receive $HDOG tokens instantly until 20% of the total supply is gone. We want to evenly distribute all our tokens to different holders because we want $HDOG to be strong and stable. (make sure your account is legit and not a dummy account)
hathDOG is for everyone! 🚀
To be eligible for airdrop, make sure to follow these three steps:
1. Follow @hathdogofficial & https://t.co/CgxMRVrSLA
2. Comment your $HTR address wallet
3. Like and RT
Everything we build at @HathorNetwork is from scratch—nothing is forked, and our architecture is unique among layer 1s.
There's often pressure to move quickly in crypto, we understand this and feel it every day. But with people's money on the line, we take a different approach that probably makes us more conservative than most. We don't think this is the space you want to move fast and break things in. Instead, we focus on extensive testing (even more important with novel tech) and a rigorous peer review process for everything we develop.
As we approach 5 years of flawless mainnet performance, we're proud of our track record: no outages, block production halts, or network restarts (we couldn't even if we wanted to—it's fully decentralized). This kind of stability is rare in our industry.
So if you ever feel we're moving slower than other networks, please consider that we're building carefully and deliberately to ensure long-term resilience and reliability.
We're definitely here for the long run, and that means getting it right the first time.
$HTR
Four Years of Mainnet have flown by for @HathorNetwork
🎯 $60M+ SEC-regulated RWAs tokenized
🎯 Brazil's 1st SEC-approved STO
🎯 Unlocking the future of RWAs in LATAM
$HTR will now launch on the native Smart Contract Platform and full protocol Revamp
Perma-bullish 🐂
@HathorNetwork is laying grounds for BRICS countries to develop an alternative system to the dollar (#BricsPay). It is certain that this new system will be a digital structure built in line with the requirements of the era. $HTR will form the backbone of this digital framework.
Congrats @HathorNetwork on their 4 year milestone!
While $BTC is correcting, $HTR goes up. Shows so much strength. The market segment is clearly shifting from memecoins to projects with utility.
And the Hathor team is Building Hard 💪
🏆 Key Highlights of progression:
✦ $60M RWA Security Token Offering: Among the first blockchain projects approved by the Brazilian SEC, setting a new standard for asset tokenization.
✦ Nano Contracts: A groundbreaking platform simplifying smart contract creation — no Solidity required!
✦ Powering projects like @etherpb, Kate Equity (You can learn more about them on LinkedIn: https://t.co/FDcqQZaLEI) and @teams_lege72219
💡 What They’re Building:
⚡ EVM Bridge: Unlocking cross-chain compatibility for tokens and assets.
⚡ Dynamic Transaction Models: Fee-less and flexible options tailored to user needs.
⚡MEV & Front-running Protection: Ensuring a fair and transparent network.
⚡Metamask Integration: Streamlining wallet access for broader adoption.
⚡Grants & Hackathons: Empowering developers with
funding and opportunities to shape the future.
Hathor Network’s relentless focus on innovation, accessibility, and community growth is positioning them as a major contender in the blockchain space. Whether it’s DeFi, gaming, or decentralized applications, Hathor is building hard to make it happen.
You said another L2?
Nah bro, I'm good. 👋
No need to keep repeating the same thing over and over.
Hathor offers it all: scalability, speed and efficiency 😎
Now, with the launch of Nano Contracts, we're bringing full support for web3 dApp development!
Let's dive in 🧵
Excellent summary of yesterday's AMA with the CEO of @HathorNetwork
The Kelbcoin team will submit a grant proposal for further development and apply for a validator role.
$HTR $KELB #buildonhathor