Trendaavat aiheet
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Totally agree! Although $GLXY does have a ton of crypto exposure the market is clearly not giving Galaxy's data center business enough credit.
Although I think this could change on August 5th earnings where we should get some material updates, some things we may get updates on are:
1) Financing announcement for $GLXY's Helios phase 1 and 2 AI data center build out.
--> This would be a huge vote of confidence from the financial institution that is willing to lend Galaxy $4-5B to build out Helios.
2) 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).
3) 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!
4)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 mining 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.

25.7. klo 22.57
$GLXY still being treated like a higher levered crypto proxy is a good thing.
Market is telling you they either don’t believe the data centre in Helios or just don’t know about it.
Usually the kind of misunderstood setups that yield the highest return.
9,21K
Johtavat
Rankkaus
Suosikit