Duncan
@FloodCapital
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Investing and crypto content. Will never sell a course or charge money.
Joined April 2021
$GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and there is ample liquidity to size into this. Here is a short summary of why I believe $GLXY is such a sleeper and significantly undervalued/misunderstood by the
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RT @Cryptopleb4: the complexity of the $GLXY thesis makes it seriously undervalued right now. once people catch up, and the price follows t….
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RT @FloodCapital: @rossobianchi_ @AllUnityStable This is an excellent point and a big strength of $GLXY vs other miners like $IREN / $CORZ….
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RT @KARLW0LF: @FloodCapital @AllUnityStable @AllUnityStable sounds like a powerhouse trio! @galaxyhq , @DWS_Group (part of @DeutscheBank ,….
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$COIN and $GLXY should be massive beneficiaries of the Genius act (signed into law) and the Clarity act (still working on it). Although $GLXY could be the higher beta play at $10B vs $COIN at $100B already. Galaxy is building one of the largest AI data Centre’s in America.
Surreal moment. President Trump just signed the first federal crypto bill into law, ushering in a new era for crypto, one that starts today for stablecoins. Market structure will be next and we’re committed to the White House’s September 30 deadline.
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I think one under appreciated aspect of $GLXY is the sheer amount of partnerships and joint ventures it has within crypto - touching essentially every aspect. 2 cool ones to look into for the uninitiated:. @AllUnityStable building the first fully regulated EURO stablecoin (the.
$GLXY Remember @novogratz ’s words – @galaxyhq was built for this era of billion-dollar opportunities. Game on!!! 🔥”.
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Totally agree, $GLXY has A LOT of room to run and is one of the highest quality crypto names out there at a much smaller marketcap ($10B) vs peers. $COIN at $104B.$HOOD at $94B.$CRCL at $57B. great AI exposure via their massive data center.
I’d like to remind everybody that while there are 1,000,000,000 tokens to buy onchain…. There are like 4 or 5 good crypto equities listed on the stock market. Let that sink in and think about what that means. $GLXY.
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RT @SamAltcoin_eth: Ansem called $COIN at $40. He called $HOOD at $20. That’s 10x and 5x. Now he's calling $GLXY at $27 👀 https://t.c….
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RT @ShardiB2: $GLXY. I should have added. Once again, blue sky breakout, test, then Bounce. Every. Time
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RT @NicolasFlamelX: @amitisinvesting Hell f yeah. Time to research $GLXY @amitisinvesting . Per @blknoiz06 the four horseman of crypto equi….
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RT @packformoon: $GLXY bulls and bears -. Updated chart to show $GLXY HTF price action vs $BTC and proxies since the 2023 lows. A very war….
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RT @FloodCapital: $GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and the….
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Arthur’s in LFG $GLXY.
It's not too late to jump on the Galaxy train.
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RT @FloodCapital: @blknoiz06 🤝🤝 $GLXY is a crypto bank / infra provider with >$3B of crypto assets on the balance sheet $BTC, $ETH, $SOL, $….
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RT @blknoiz06: @ribsauce well my good friend, now i am telling you to buy galaxy digital at $27.
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Amazing color on $GLXY's data center business vs traditional comps like $DLR and $EQIX by @RHouseResearch . I am very excited for Aug 5th earnings where we will likely get an update around financing for the Helios build out, news on any ERCOT approvals & news on any acquisitions
@FloodCapital It's a good question. The traditional data center comps shown above (in addition to the publicly traded names $DLR and $EQIX) have lower EBITDA margins because (i) they have significant corporate overhead (whereas Helios 90% margins are at the site-level) and (ii) their leases.
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RT @RHouseResearch: @FloodCapital Appreciate the shout out!. Important to note that this report from us only covers Galaxy’s data center bu….
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🚨Attention all $GLXY holders🚨 . $GLXY's AI data center business alone could add anywhere from $10-40B in market cap over the next few years (vs current market cap of $10B today). This report from @RHouseResearch is a must read. They do a comprehensive deep dive on Galaxy's AI
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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