The hardest part of investing really is doing nothing

2026 is off to a great start for $GLXY. The total approved power capacity at Helios doubling from 800MW to 1.6GW is just the beginning. Still to come: • Phase 1 online, CoreWeave revenue generation begins (early 2026) • New tenant(s) for additional capacity • Further

$GLXY Mike Novogratz last week: “There is an insatiable need for power.” “I am praying everyday for additional power. The moment I have it, my doorbell’s ringing non stop.” Today: Additional 830MW approved at Helios 📞☎️📞☎️

“ $BMNR allocates around 1% of its balance into investments to strengthen the ethereum ecosystem and to create value for BitMine equity shareholders.” “ $BMNR said Thursday it's investing $200 million in Beast Industries, the company founded by YouTube creator MrBeast.” 😵‍💫

$GLXY secures approval for additional 830MW at Helios 👀 Total approved power capacity of over 1.6GW 👀 https://t.co/UEJiZSGDF6

So while people continue to lose their hair over short loopdy loops & disappointing intra day prices (albeit +17% YTD), Vanguard’s filing yesterday shows they increased their ownership by 47%. Vanguard & Fidelity combined now own close to 25% of $GLXY. Interesting ✍️

Mike Novogratz on DATs: “That game is over” He thinks DATs will continue to trade between 0.80-0.95x NAV. The only way he sees these DATs trading above NAV is by becoming “real companies” vs just a holding company. I think some of these DATs are certainly gearing up to do

3 years ago today, $GLXY acquired Helios for $65M. That’s a home run investment https://t.co/o7j0j6i6Ny

Hard to believe over a dozen of new ETH treasuries collectively scooped up ~$17B in $ETH this year... and we're still closing the year red Y/Y The whole selling point of an ETH DAT is the yield generation. With this amount of sell pressure, how is $BMNR, $SBET or any other

$ETH Price on Christmas Day 2016: $7 2017: $697 2018: $139 2019: $127 2020: $612 2021: $4049 2022: $1220 2023: $2265 2024: $3491 2025: $2945 CAGR: 95%

Guh

I’m going to assume that $ETH is about to give up this morning’s gains. If not, DATS would likely be much higher

Timeline was once flooded with year end rally Now flooded with 2026 correction/crash ✍️

So why does Cathie continue to fade $GLXY? The stock trades like a DAT even though the business isn’t 100% dependant on unrealized P&L’s. Not to mention, 2026 will be a pivotal moment for their data center segment.

$RIVN is the new safe haven

$GLXY continues to be the bridge between tradFI & deFI. We are still very early

(There’s only 1 Helios)

Citizens initiates coverage of $GLXY with market outperform rating. Price target: $60 The firm attributes $25/per share to their digital assets segment and $35 to their data center business. At today’s prices, you’re essentially getting Helios for free, while the market awaits

I’m not much of a conspiracy theorist.. but suppose the market is attempting to front run the underlying asset?

$SBET short interest is just over 10% of their float, whilst they’ve trading at a ~20% discount now for what feels like months. I can understand shorting some of these companies when they’re trading at a premium to NAV.. But I don’t understand shorting a company that is

“It now takes one or two people and a computer to do what used to take a whole crew of folks to do.” How cool is that? Saw this post on FB this morning claiming AI should not be creating art. The recommendation was that we should “fight back”. Sir. The genie has already been