Got long $GLXY late last week largely thanks to the work done by @RHouseResearch. This is one of the better reports that are put out for free on X, and it was a phenomenal read. If you are here, I would highly highly encourage it. Mark the calendars for August 5th, we will see how the Crypto pump is doing until then. But the rotation from Bitcoin proxies to Data Center applications is a real trend. I can't wait to see how their first earnings go list on the NASDAQ. Time to start tunning in more than ever 🪙🪙
Rittenhouse Research
Rittenhouse Research16.5.2025
Rittenhouse Research is long Galaxy Digital $GLXY $BRPHF We believe Galaxy's flagship data center Helios will generate $1.7B of EBITDA and $32B of equity value in the near-term, w/ significant further upside. Our full thesis can be found via PDF here:
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