# ![@FloodCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1386391678278422537.png) @FloodCapital Duncan

Galaxy Digital ($GLXY) is gaining attention due to its diversified exposure to crypto and AI, with a $3 billion balance sheet of crypto assets and a growing data center business. The company's stock is experiencing rapid growth in watchers and options volume, with many investors expecting a breakout and potential catalysts from upcoming earnings on August 5th. Research coverage from major firms like Goldman Sachs or Morgan Stanley is anticipated to further boost the stock.

### Engagements: [---] [#](/creator/twitter::1386391678278422537/interactions)
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### Mentions: [--] [#](/creator/twitter::1386391678278422537/posts_active)
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### Followers: [------] [#](/creator/twitter::1386391678278422537/followers)
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### CreatorRank: [---------] [#](/creator/twitter::1386391678278422537/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1386391678278422537/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  70.64% [finance](/list/finance)  31.19% [cryptocurrencies](/list/cryptocurrencies)  21.1% [technology brands](/list/technology-brands)  11.01% [social networks](/list/social-networks)  3.67% [countries](/list/countries)  2.75% [exchanges](/list/exchanges)  1.83% [currencies](/list/currencies)  1.83% [gaming](/list/gaming)  0.92%

**Social topic influence**
[$glxy](/topic/$glxy) #67, [crypto](/topic/crypto) 19.27%, [business](/topic/business) 17.43%, [ai](/topic/ai) 15.6%, [$crwv](/topic/$crwv) 13.76%, [$glxys](/topic/$glxys) #1, [$505m](/topic/$505m) 10.09%, [market cap](/topic/market-cap) 8.26%, [balance sheet](/topic/balance-sheet) 7.34%, [in the](/topic/in-the) 6.42%

**Top accounts mentioned or mentioned by**
[@novogratz](/creator/undefined) [@rhouseresearchs](/creator/undefined) [@rhouseresearch](/creator/undefined) [@galaxyhq](/creator/undefined) [@oobit](/creator/undefined) [@allunitystable](/creator/undefined) [@jonathanmg27](/creator/undefined) [@kylereidhead](/creator/undefined) [@potrock](/creator/undefined) [@novogratzs](/creator/undefined) [@base](/creator/undefined) [@gk8security](/creator/undefined) [@austorms](/creator/undefined) [@brianwright21](/creator/undefined) [@naval](/creator/undefined) [@avizurlo](/creator/undefined) [@blknoiz06](/creator/undefined) [@stefanvanderlux](/creator/undefined) [@paoloardoino](/creator/undefined) [@milkroad](/creator/undefined)

**Top assets mentioned**
[Galaxy Digital Inc. (GLXY)](/topic/$glxy) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/$btc) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [BlackRock Inc (BLK)](/topic/blackrock) [Morgan Stanley (MS)](/topic/morgan-stanley) [Utopia (TOPIA)](/topic/$topia) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Solana (SOL)](/topic/solana) [Terra (LUNA)](/topic/$luna) [Strategy (MSTR)](/topic/$mstr) [Zcash (ZEC)](/topic/$zec) [Ethereum (ETH)](/topic/$eth) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Tether (USDT)](/topic/$usdt) [Spotify Technology (SPOT)](/topic/$spot)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$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 market. Myself and some of the @Delphi_Digital guys @3xliquidated @KSimback are working on a more formal report which will dive way deeper but here is a teaser: @novogratz's @galaxyhq is quite a complex business with a ton of different moving parts and that's why I think its very undervalued. If you are willing to hold"  
[X Link](https://x.com/anyuser/status/1945176853305606343)  2025-07-15T17:41Z 32.5K followers, 881.1K engagements


"Goldman just dropped a great research piece on $GLXY Here is my take (TLDR very bullish $GLXY's data center business discounting back 2028E numbers the first 800MW at Helios alone should contribute $30/share to $GLXY). Coverage has started Upon first look Goldman's $30 price target on Galaxy feels a very underwhelming but digging into their report and assumptions I am feeling extremely bullish. it is a complete vindication of @RHouseResearch's report on $GLXY's Data Center Business (EV/EBITDA multiples Goldman uses are actually even more bullish). Okay so looking at Goldmans SOTP of Galaxy"  
[X Link](https://x.com/anyuser/status/1950984683682144399)  2025-07-31T18:19Z 32.5K followers, 56.5K engagements


"I invested in the Hytopia seed round [--] years ago + have bought lots of $TOPIA on the open market I have refrained from tweeting about it until now. After some internal pivots I believe Hytopia is now on track to create the most promising UGC gaming platform in all of crypto which could one day rival Roblox ($87B market cap) & Minecraft. The strong fundamental improvements Hytopia has over Roblox & Minecraft are: #1 - Huge opportunity for a more vibrant economy via NFTs. With Hytopia users actually own their items and can cash them out without being completely rinsed on fees or using"  
[X Link](https://x.com/anyuser/status/1960400638438781242)  2025-08-26T17:55Z 32.5K followers, 31.4K engagements


"If you have any interest in $GLXY you absolutely need to read @jonathan_mg27's tweet and read this thread. I think $53.5/share is a fair price for what $GLXY has delivered on so far between their crypto business's & data center business (not even pricing in future 2.7GW approvals). IMO this isn't pricing in the future growth where we could see $100 a share in the next 1-2 years with: Some highlights from their crypto business: - The 15+ DAT deals Galaxy has done which will generate tons of IB fees fees from execution staking and custody fees in total this could be hundreds of millions of"  
[X Link](https://x.com/anyuser/status/1966952552898896146)  2025-09-13T19:50Z 32.5K followers, 299K engagements


"Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining up for them fundamentals the chart and massive macro trends. Over $124 trillion in wealth is set to be passed down to the younger generations through now till [----] (source Cerulli). Investments in Crypto AI and Robotics will only accelerate as the younger generation see and know these things to be the future. $GLXY is excellent exposure to [--] of these [--] themes. Paging @amitisinvesting @StockSavvyShay @RaoulGMI Fundamentals (the [--] pillars of $GLXY): The Balance Sheet: $3B of crypto cash and crypto infra investments of"  
[X Link](https://x.com/anyuser/status/1973824503349457163)  2025-10-02T18:56Z 32.5K followers, 557.9K engagements


"I had the opportunity to sit down with @novogratz to chat about markets $GLXY's best quarter ever (Q3 was $505M in net income) how they are positioning for the future of crypto and their rapidly growing AI data center business Super excited to share with everyone; 01:00 Short-Term Market Outlook 07:05 Navigating Volatility 11:58 Hedging Tactics Puts vs Cash 14:56 Asymmetric Bets & Risk Taking 22:05 Galaxys Big Themes: AI & Crypto 26:17 Galaxy Building The Next Data Center Giant 30:00 Can Galaxy Rival Digital Realty 33:27 AI Infra + Crypto = Galaxys Edge 38:24 Galaxys Crypto Growth Curve 41:39"  
[X Link](https://x.com/anyuser/status/1988653382211395752)  2025-11-12T17:01Z 32.5K followers, 178.2K engagements


"$GLXY $60 Price Target - from Citizens Financial Group (a top [--] bank within the US by assets) "Epicenter of two megatrends - Crypto & AI" Citizens note on $GLXY - I actually think they are underestimating ROI on the $CRWV deal closer to 17-18% unlevered. I like the detailed valuation work on Helios. https://t.co/FTq6wBBzAe Citizens note on $GLXY - I actually think they are underestimating ROI on the $CRWV deal closer to 17-18% unlevered. I like the detailed valuation work on Helios. https://t.co/FTq6wBBzAe"  
[X Link](https://x.com/FloodCapital/status/1998428973118730436)  2025-12-09T16:26Z 32.5K followers, 13.3K engagements


"If $GLXY can build Phase [--] & [--] of Helios next year as @RHouseResearch's suggests that could alone bet worth $26/share (basically the current share price) according to Citizens Financial Groups latest research (top [--] bank by assets in the US). + the balance sheet ($3B ($7.5/share)) + the crypto business (which had $250M in EBITDA last quarter). $GLXY holders - these past couple weeks have been tough but I believe Galaxy's fundamentals are as strong as ever and their data center business is in a fantastic spot (you must read @RHouseResearch's latest piece quoted). Given changes in QoQ"  
[X Link](https://x.com/FloodCapital/status/1998433676070211869)  2025-12-09T16:44Z 32.5K followers, 14.5K engagements


"$GLXY holders this is a GREAT way to start off the new year Another 830MW approved at Helios while the market for power is red hot (as seen by recent Hut8 Fluidstack/Google deal). Helios is now a 1.6GW site"  
[X Link](https://x.com/FloodCapital/status/2011806460292768207)  2026-01-15T14:23Z 32.5K followers, 27.3K engagements


"@CillianBraille I did"  
[X Link](https://x.com/FloodCapital/status/1971238295012311492)  2025-09-25T15:40Z 32.6K followers, 48K engagements


"Potential $NVDA backstop for future $CRWV leases Seems like great news for $CRWV and higher chances of $GLXY getting paid This + an IG hyperscaler for Galaxy's next 830MW and their data center business looks very good. $NVDA $CRWV Needham on CoreWeave: 'NVIDIA Partnership Includes Likelihood of Backstop on Future Leases'. "We attended CRWV's sell-side analyst call to discuss its recent partnership and equity investment from NVIDIA. We are positive on the partnership as it should materially $NVDA $CRWV Needham on CoreWeave: 'NVIDIA Partnership Includes Likelihood of Backstop on Future Leases'."  
[X Link](https://x.com/FloodCapital/status/2015891026729201753)  2026-01-26T20:54Z 32.6K followers, [----] engagements


"@SOLBigBrain Picked up a bit of $QTO coin margined perp dex on Solana unique product thread below. I have found an interesting perps play I think could be a 20X+ which offers significant differentiation vs current products on the market like $HYPE $DYDX and $GMX. It is a super low market cap sitting around $9M FDV so obviously incredibly risky but has good upside potential https://t.co/s1y1v5tkIi I have found an interesting perps play I think could be a 20X+ which offers significant differentiation vs current products on the market like $HYPE $DYDX and $GMX. It is a super low market cap"  
[X Link](https://x.com/FloodCapital/status/1977130056783650944)  2025-10-11T21:51Z 32.6K followers, [----] engagements


"@RHouseResearch 🤣 ruthless"  
[X Link](https://x.com/FloodCapital/status/1977192019849363547)  2025-10-12T01:58Z 32.7K followers, [---] engagements


"I estimate real $$$ losses from Friday nights crypto crash to be $3-6B people throwing around $20-40B in liquidations but what we do know for sure is OI dropped $75B. Given the speed of the move I feel its reasonable / conservative to assume 40% of the OI unwind was via liquidations. If we assume an average leverage of 5-10x that gets us to the $3-6B number"  
[X Link](https://x.com/FloodCapital/status/1977417512250658908)  2025-10-12T16:54Z 31.9K followers, [----] engagements


"@Umbisam @RHouseResearch @matthew_sigel I bought $LUNA at [--] cents and sold it at $16-80 when it started taking excessive risk with Anchor. Glad you had to get an LLM to try and discredit me 👍 happy to debate any thing Ive posted ever in a live spaces. Also spoke about what happened here: https://youtu.be/6SVAKfOgBnYsi=nSlxtfYtqw6HrFAg https://youtu.be/6SVAKfOgBnYsi=nSlxtfYtqw6HrFAg"  
[X Link](https://x.com/FloodCapital/status/1977422287378039017)  2025-10-12T17:13Z 31.9K followers, [---] engagements


"Fired up for $GLXY earnings on the 21st excited that it will be streamed on YouTube for the X community 👀 Guess who reports earnings this month $GLXY ⚡ positioned for what could be the biggest quarter in company history. ✅ First public company to hold crypto on its balance sheet (pre- $MSTR) ✅ First to legally tokenize its own stock giving real on-chain shareholder 👀 Guess who reports earnings this month $GLXY ⚡ positioned for what could be the biggest quarter in company history. ✅ First public company to hold crypto on its balance sheet (pre- $MSTR) ✅ First to legally tokenize its own"  
[X Link](https://x.com/FloodCapital/status/1977506626350522799)  2025-10-12T22:48Z 31.9K followers, [----] engagements


"@JW100x Using my $QTO and some other small altcoin positions as collateral to long $ENA"  
[X Link](https://x.com/FloodCapital/status/1977542467093200948)  2025-10-13T01:10Z 32.6K followers, [----] engagements


"Good Morning Galaxy Bulls Back above $40 Thanks @KARLW0LF for the awesome video all in $GLXY"  
[X Link](https://x.com/FloodCapital/status/1977729902389469465)  2025-10-13T13:35Z 32K followers, [----] engagements


"$NOCK is to $ZEC as $ETH is to $BTC check it out @naval Nockchain builds on similar ZK privacy foundations as $ZEC while adding a zkVM for programmable features like rollups intents and DeFi integrations. Thanks @avizurlo for getting me to make a small investment in $NOCK"  
[X Link](https://x.com/FloodCapital/status/1977768385157964094)  2025-10-13T16:08Z 31.9K followers, 16.8K engagements


"Quick $NOCK vs $ZEC comparison I think the analogy of $NOCK is to $ZEC as $ETH is to $BTC makes sense. @loganzorp @zooko curious what you guys think $NOCK is to $ZEC as $ETH is to $BTC check it out @naval Nockchain builds on similar ZK privacy foundations as $ZEC while adding a zkVM for programmable features like rollups intents and DeFi integrations. Thanks @avizurlo for getting me to make a small investment in $NOCK $NOCK is to $ZEC as $ETH is to $BTC check it out @naval Nockchain builds on similar ZK privacy foundations as $ZEC while adding a zkVM for programmable features like rollups"  
[X Link](https://x.com/FloodCapital/status/1977784381256118597)  2025-10-13T17:11Z 32.2K followers, 16K engagements


"The ticker is $GLXY Applied Digital $APLD and Galaxy Digital $GLXY have similar enterprise values ($11B - $13B). This is interesting given: - On the data center co-location side Galaxys co-location lease ($1B+ annually) with CoreWeave $CRWV is roughly double the size of Applied Digitals. Applied Digital $APLD and Galaxy Digital $GLXY have similar enterprise values ($11B - $13B). This is interesting given: - On the data center co-location side Galaxys co-location lease ($1B+ annually) with CoreWeave $CRWV is roughly double the size of Applied Digitals"  
[X Link](https://x.com/FloodCapital/status/1977789316857524645)  2025-10-13T17:31Z 32K followers, [----] engagements


"$GLXY Seems like confirmation they werent adversely affected by Friday. Fridays sharp crypto market downturn one of the largest liquidation events in digital asset history was driven by an exchange pricing flaw along with a sudden global macro shock. In short:Roughly $6090 million of USDe was sold on a major offshore exchange exploiting a Fridays sharp crypto market downturn one of the largest liquidation events in digital asset history was driven by an exchange pricing flaw along with a sudden global macro shock. In short:Roughly $6090 million of USDe was sold on a major offshore exchange"  
[X Link](https://x.com/FloodCapital/status/1977830843864457282)  2025-10-13T20:16Z 32K followers, 11.6K engagements


"Looks like $GLXY continues to pour resources into their data center business A step towards $GLXY executing on their 3.5GW of potential power at Helios (which would be $5B/year in revenue applying existing $CRWV lease economics) and expanding their power pipeline even more $GLXY @galaxyhq #DataCenters I think this would be too earlybut it will come in the not so distant future.They are building a whole data center organisation hiring different key roles Just a few days the Head of Data Center Grow & Development has officially started 1+1 = https://t.co/89pDbv3DEz $GLXY @galaxyhq #DataCenters"  
[X Link](https://x.com/FloodCapital/status/1978604207973298613)  2025-10-15T23:29Z 32K followers, 11.1K engagements


"Okay with the $40B Aligned deal by Blackrock these are some of my initial thoughts and why its bullish $GLXY but we are missing a lot of details. $40B for 600MW of live capacity 700MW of capacity under construction & a longer dated 5GW+ pipeline across [--] campuses. This existing 600MW if they want to convert to AI HPC (from data center [---] world - just a guess) probably costs $3-6M / MW to make sure they have back up power liquid cooling correct fiber higher rack density for AI etc. If $GLXY can get this next 800MW tranche approved and contracted out they will be building 1.6GW of custom spec"  
[X Link](https://x.com/FloodCapital/status/1978640843801063746)  2025-10-16T01:55Z 32K followers, 29.6K engagements


"@blknoiz06 Blackrock also just did a MASSIVE $40B data center purchase - extremely bullish $GLXY and the sector as a whole. Earnings next week Tuesday - hoping for some good updates. Okay with the $40B Aligned deal by Blackrock these are some of my initial thoughts and why its bullish $GLXY but we are missing a lot of details. $40B for 600MW of live capacity 700MW of capacity under construction & a longer dated 5GW+ pipeline across [--] campuses. This Okay with the $40B Aligned deal by Blackrock these are some of my initial thoughts and why its bullish $GLXY but we are missing a lot of details."  
[X Link](https://x.com/FloodCapital/status/1978666378941919508)  2025-10-16T03:36Z 32K followers, [----] engagements


"🤣🤣saw this from Praetorian Capital good meme. Long $GLXY"  
[X Link](https://x.com/FloodCapital/status/1978931634867937708)  2025-10-16T21:10Z 32K followers, [----] engagements


"$GLXY Assuming $10B of annual cloud revenue per GW of data center capacity (in line with CoreWeave $CRWV) Oracle's $ORCL FY30 OCI guide of $166B implies they'll need to lock down 16.6GW of data center capacity over the next [--] years. They've already secured a handful of large leases Assuming $10B of annual cloud revenue per GW of data center capacity (in line with CoreWeave $CRWV) Oracle's $ORCL FY30 OCI guide of $166B implies they'll need to lock down 16.6GW of data center capacity over the next [--] years. They've already secured a handful of large leases"  
[X Link](https://x.com/FloodCapital/status/1979251924961497124)  2025-10-17T18:23Z 32K followers, 12.2K engagements


"All in $GLXY This chart perfectly illustrates why sentiment is bearish/tired even though $BTC still above $100k A basket of the top [--] altcoins now trading BELOW where they were post-FTX crash in [----] https://t.co/4MAe6SNKxY This chart perfectly illustrates why sentiment is bearish/tired even though $BTC still above $100k A basket of the top [--] altcoins now trading BELOW where they were post-FTX crash in [----] https://t.co/4MAe6SNKxY"  
[X Link](https://x.com/FloodCapital/status/1979690151564767613)  2025-10-18T23:24Z 32K followers, 12.9K engagements


"@OverClicker Yes sir Check this out if you havent $GLXY Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining up for them fundamentals the chart and massive macro trends. Over $124 trillion in wealth is set to be passed down to the younger generations through now till [----] (source Cerulli). Investments in https://t.co/jCC4wkh0H6 Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining up for them fundamentals the chart and massive macro trends. Over $124 trillion in wealth is set to be passed down to the younger generations through now till 2048"  
[X Link](https://x.com/FloodCapital/status/1979723234523414745)  2025-10-19T01:36Z 31.9K followers, [---] engagements


"This lines up with what Novogratz said on his recent Real Vision interview. I believe he said that hes seeing most of the selling coming from old Bitcoin OGs (being swallowed by treasury companies & institutions). He probably has some of the best line of sight into US institutional demand & Bitcoin OGs (ex that large BTC whale who sold $9B via Galaxy). Lots of alpha in paying attention to Novo & owning $GLXY"  
[X Link](https://x.com/FloodCapital/status/1979999306632269912)  2025-10-19T19:53Z 31.9K followers, 10K engagements


"The $GLXY crypto bull case is playing out exactly as I hoped on the crypto side of their business. According to the $GS report from earlier this year "Annual Digital assets operating expenses have been in a tight band of $200M-255M from 2022-2024" Costs are relatively fixed the heavy lifting has been done over the last [--] years building out extensive infrastructure now revenues and volumes are exploding and that is translating directly into profits. I think this will only increase as US Institutional adoption of crypto accelerates. Genuis Act upcoming Market Structure Bill etc Q3 +$505M in Net"  
[X Link](https://x.com/FloodCapital/status/1980625907044712497)  2025-10-21T13:23Z 32.7K followers, [----] engagements


"$GLXY NEW ATH $500M in Net Income for Q3. Without Helios even online. Good Morning $GLXY Bulls Mind boggling earning beat $GLXY's best quarter ever +$505M in Net Income for Q3 (vs $31M in Q2). We are finally seeing Galaxy come alive on the crypto side of the business they've spent the last [--] years building out crypto infrastructure with Good Morning $GLXY Bulls Mind boggling earning beat $GLXY's best quarter ever +$505M in Net Income for Q3 (vs $31M in Q2). We are finally seeing Galaxy come alive on the crypto side of the business they've spent the last [--] years building out crypto"  
[X Link](https://x.com/FloodCapital/status/1980628878319333689)  2025-10-21T13:34Z 32.1K followers, 11.3K engagements


"$GLXY Earnings Call Highlights: Best Quarter In $GLXY's History: Net Income $505M; adjusted gross profit $728M; adjusted EBITDA $629M. Digital Asset Business Strength: Adjusted gross profit $318M; record trading volumes (+140% QoQ) $9B BTC sale for a single client; lending book avg $1.8B; asset management run-rate profitable with $9B AUM and $2B net inflows; staking AUS $7B. Treasury/Corporate: Adjusted gross profit $408M driven by gains in digital assets/investments; notable unrealized gains in Ripple Labs and Bullish. Balance Sheet: $1.9B cash/stablecoins (+$700M QoQ); $2.1B net digital"  
[X Link](https://x.com/FloodCapital/status/1980631238881718285)  2025-10-21T13:44Z 32.7K followers, [----] engagements


"$GLXY "Still just getting started" This re-affirms the thesis infra is in place with relatively fixed costs time to hit the SCALE button on revenues. best quarter for galaxy in its entire history but we are still just getting started 😎 best quarter for galaxy in its entire history but we are still just getting started 😎"  
[X Link](https://x.com/FloodCapital/status/1980632347528888819)  2025-10-21T13:48Z 31.9K followers, [----] engagements


"@blknoiz06 The ticker is $GLXY https://x.com/FloodCapital/status/1973824503349457163 Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining up for them fundamentals the chart and massive macro trends. Over $124 trillion in wealth is set to be passed down to the younger generations through now till [----] (source Cerulli). Investments in https://t.co/jCC4wkh0H6 https://x.com/FloodCapital/status/1973824503349457163 Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining up for them fundamentals the chart and massive macro trends. Over $124 trillion in"  
[X Link](https://x.com/FloodCapital/status/1980634652726665548)  2025-10-21T13:57Z 32K followers, [----] engagements


"The ticker is $GLXY the target is $250 exposure to the Crypto & AI super cycle. The Goldman Sachs of Crypto building one of the largest AI Data Centers in America on the scale of Big Tech's facilities. What more could you want Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining up for them fundamentals the chart and massive macro trends. Over $124 trillion in wealth is set to be passed down to the younger generations through now till [----] (source Cerulli). Investments in https://t.co/jCC4wkh0H6 Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining"  
[X Link](https://x.com/FloodCapital/status/1980636959002525911)  2025-10-21T14:07Z 32.1K followers, [----] engagements


"$GLXY #1 trending on @Stocktwits welcome to our new fellow holders $GLXY is the best exposure to Crypto & AI you can buy wrapped into one name. Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining up for them fundamentals the chart and massive macro trends. Over $124 trillion in wealth is set to be passed down to the younger generations through now till [----] (source Cerulli). Investments in https://t.co/jCC4wkh0H6 Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining up for them fundamentals the chart and massive macro trends. Over $124 trillion in"  
[X Link](https://x.com/FloodCapital/status/1980638122661810369)  2025-10-21T14:11Z 32.7K followers, [----] engagements


"I don't think this happens right away but imagine $505M in Net Income per quarter for the next year $2B in Net Income (on the crypto business alone) + nearly $1B a year in Net Income once the first 800MW at Helios is firing. $3B in profit per year stock is trading at $15B. S&P [---] forward looking P/E is 24x so $3B * [--] = $72B / 400M shares (slightly higher then actual) = $180/share Galaxys Q3 [----] results are in. https://t.co/6XU9edN1za Galaxys Q3 [----] results are in. https://t.co/6XU9edN1za"  
[X Link](https://x.com/FloodCapital/status/1980639580169654782)  2025-10-21T14:17Z 32K followers, 15.6K engagements


"$GLXY +8% on the day after a massive beat not bad (Considering $COIN -1.5% $HOOD -2.9% $IREN -6.8% $CIFR -9.2%) Half a billion in net income this quarter 🌌 $GOLD $BTC rotation picking up some steam Good Morning $GLXY Bulls Mind boggling earning beat $GLXY's best quarter ever +$505M in Net Income for Q3 (vs $31M in Q2). We are finally seeing Galaxy come alive on the crypto side of the business they've spent the last [--] years building out crypto infrastructure with Good Morning $GLXY Bulls Mind boggling earning beat $GLXY's best quarter ever +$505M in Net Income for Q3 (vs $31M in Q2). We are"  
[X Link](https://x.com/FloodCapital/status/1980727093932818852)  2025-10-21T20:05Z 32.1K followers, [----] engagements


"Kind of crazy Goldman was projecting Galaxy's Digital Asset business to be generating 183M in "Next Twelve Month" Net Income starting half way through [----]. $GLXY just did $505M in Net Income in ONE QUARTER (although we need to back out gains from investments - we can do this once full financials are released). Regardless a massive beat and Goldman needs to raise their targets Here is the case for $250 $GLXY in the next 3-7 years. Everything is lining up for them fundamentals the chart and massive macro trends. Over $124 trillion in wealth is set to be passed down to the younger generations"  
[X Link](https://x.com/FloodCapital/status/1980739219053240462)  2025-10-21T20:53Z 32.1K followers, 19.1K engagements


"$MSTR and $BMNR the two largest DATs are still trading at a premium to their crypto holdings. Things have definitely calmed down but I don't think they are "done". $GLXY has secured contracts to make money off execution custody and staking of these assets so they should still benefit Q3 was massive I don't expect every quarter to be like that but its hard to tell and very market dependent"  
[X Link](https://x.com/FloodCapital/status/1980743557226066025)  2025-10-21T21:10Z 32.1K followers, [---] engagements


"If you are bullish Crypto & AI you need to look at $GLXY. It gives very clean and broad "Picks and Shovels" exposure to both themes. If you want to bet on these trends in a name you can size into with conviction the ticker is $GLXY. $GLXY has a line of site on $200-250/share. Read how the Crypto & AI powerhouse could get there below: 1) The Crypto Business (Could be worth $15-35B over the next few years) In Q3 Galaxy had a record quarter reporting $505M in Net Income they haven't released full financial https://t.co/hWSzc7Eqp9 $GLXY has a line of site on $200-250/share. Read how the Crypto &"  
[X Link](https://x.com/FloodCapital/status/1981763335969284296)  2025-10-24T16:42Z 32K followers, 13.6K engagements


"@DeFiSurfer808 Go check out @RHouseResearch and speak to some data center experts Im highly confident $GLXY is the play"  
[X Link](https://x.com/FloodCapital/status/1981843479295566323)  2025-10-24T22:01Z 32K followers, [---] engagements


"Quick read on how to get to $200-250/share $GLXY $GLXY has a line of site on $200-250/share. Read how the Crypto & AI powerhouse could get there below: 1) The Crypto Business (Could be worth $15-35B over the next few years) In Q3 Galaxy had a record quarter reporting $505M in Net Income they haven't released full financial https://t.co/hWSzc7Eqp9 $GLXY has a line of site on $200-250/share. Read how the Crypto & AI powerhouse could get there below: 1) The Crypto Business (Could be worth $15-35B over the next few years) In Q3 Galaxy had a record quarter reporting $505M in Net Income they"  
[X Link](https://x.com/FloodCapital/status/1982146607950004629)  2025-10-25T18:05Z 32.7K followers, 14.3K engagements


"@INVEST0RSANON Makes total sense why they did this likely to fund the equity portion of the next 800MW at Helios Should be worth $40 a share once its up an running if they get similar economics as they did with $CRWV https://x.com/FloodCapital/status/1982924534777831877 $GLXY raises up to $1.15B in an exchange senior note offering - to me this makes complete sense and is extremely bullish. I believe management is doing this with the expectation for the next 800MW of power to be approved at Helios. $1.15B + 325M (sold to Capital Group) will https://x.com/FloodCapital/status/1982924534777831877"  
[X Link](https://x.com/FloodCapital/status/1982925952629018697)  2025-10-27T21:42Z 32.1K followers, [---] engagements


"@SullyWoodCM Totally agree this makes complete sense and is needed to build the next 800MW of capacity at Helios which could be worth $40 / share in equity if they get the same terms as the $CRWV lease https://x.com/FloodCapital/status/1982924534777831877 $GLXY raises up to $1.15B in an exchange senior note offering - to me this makes complete sense and is extremely bullish. I believe management is doing this with the expectation for the next 800MW of power to be approved at Helios. $1.15B + 325M (sold to Capital Group) will https://x.com/FloodCapital/status/1982924534777831877 $GLXY raises"  
[X Link](https://x.com/FloodCapital/status/1982926423666147797)  2025-10-27T21:44Z 32.1K followers, [---] engagements


"The 800MW alone based on the $CRWV lease should be worth $40/share when they are fully cashflowing [----]. This financing likely allows them to build out an additional 800MW. So once those both come online assuming the same economics as the CoreWeave lease that 1.6GW alone should be worth $80/share. This assigns no value to their balance sheet crypto business or future pipeline on the data center side"  
[X Link](https://x.com/FloodCapital/status/1982947645904609602)  2025-10-27T23:08Z 32.1K followers, [----] engagements


"$GLXY next 800MW coming up 👀 @atroll12345 @RHouseResearch We arent in the prediction business were in the business of designing and building AI data centers. And cousin business is a-boomin @atroll12345 @RHouseResearch We arent in the prediction business were in the business of designing and building AI data centers. And cousin business is a-boomin"  
[X Link](https://x.com/FloodCapital/status/1982987430559936512)  2025-10-28T01:47Z 32.2K followers, 14.4K engagements


"Very cheap money for $GLXY to build out more of Helios Galaxy Digital $GLXY trading down in pre-market on the issuance of this "2031 Exchangeable Note ("muh dilution") is amusing given this raise actually affords them flexibility to refi their existing [----] Exchangeable Notes with cash (instead of stock) limiting potential dilution https://t.co/3L6D9GuAP5 Galaxy Digital $GLXY trading down in pre-market on the issuance of this "2031 Exchangeable Note ("muh dilution") is amusing given this raise actually affords them flexibility to refi their existing [----] Exchangeable Notes with cash (instead"  
[X Link](https://x.com/FloodCapital/status/1983150647928074670)  2025-10-28T12:35Z 32.2K followers, 21.1K engagements


"An explanation of the exchangeable note $GLXY just issued (TLDR lots of flexibility in how Galaxy chooses to deal with the note allows them to reduce dilution and interest costs from their previous exchangeable note due [----] and gives them a ton of fire power to expand their rapidly growing crypto & data center businesses) $GLXY just closed a $1.15B exchangeable note at a .5% interest rate due in [----]. (With an option to raise another $150M). Net proceeds to Galaxy will be $1.127B or $1.274B if the option is exercised. The conversion is at $55.76/share which is a 37.5% premium to yesterdays"  
[X Link](https://x.com/FloodCapital/status/1983193965974143352)  2025-10-28T15:27Z 32.2K followers, 10.5K engagements


"@willkannegieser $CRWV's credit continues to improve and Galaxy is looking to explore other tenants for the remaining 2.7GW they have under study at Helios"  
[X Link](https://x.com/FloodCapital/status/1983196003173052638)  2025-10-28T15:35Z 32.1K followers, [---] engagements


"So bullish $GLXY 🚨 LATEST: BlackRock CEO Larry Fink says every currency ETF and asset will be digitized and tokenized with a global settlement layer connecting it all. Were not talking about it enough. Most countries arent ready for whats coming. The future of finance is tokenized 🚀 https://t.co/bcNs5z1d77 🚨 LATEST: BlackRock CEO Larry Fink says every currency ETF and asset will be digitized and tokenized with a global settlement layer connecting it all. Were not talking about it enough. Most countries arent ready for whats coming. The future of finance is tokenized 🚀"  
[X Link](https://x.com/FloodCapital/status/1983987805618630972)  2025-10-30T20:02Z 32.2K followers, [----] engagements


"$GLXY 🚨 JUST IN: JPMorgan CEO Jamie Dimon admits he was WRONG about Bitcoin and crypto "It's real." "It will be used by all of us." 😲 https://t.co/vgJm0JSe3Q 🚨 JUST IN: JPMorgan CEO Jamie Dimon admits he was WRONG about Bitcoin and crypto "It's real." "It will be used by all of us." 😲 https://t.co/vgJm0JSe3Q"  
[X Link](https://x.com/FloodCapital/status/1983988573033615441)  2025-10-30T20:05Z 32.1K followers, [----] engagements


"Really excited for $HYBUX TGE and the official roll out of Hytopias market place"  
[X Link](https://x.com/FloodCapital/status/1984663400153301293)  2025-11-01T16:46Z 32.6K followers, [----] engagements


"Long more $GLXY Helios next 800MW couldnt come sooner. Seems like the appetite for massive long term power contracts continues to be through the roof. Excited to see the economics on their next 800MW/2.7GW. People reading too much into Sam being feisty. I love that about him & in our founders. We laughed about it after. If you listen to his words - here is what is said: (1) alot more than $13 B revs in [----] (2) $100 B revs sooner than people expect (3) spending commitments People reading too much into Sam being feisty. I love that about him & in our founders. We laughed about it after. If you"  
[X Link](https://x.com/FloodCapital/status/1984793827237117964)  2025-11-02T01:24Z 32.5K followers, 14.3K engagements


"$GLXY holders complaining on the timeline is always a good bottom signal. $IREN holders taking victory laps while the $GLXY x $CRWV lease has far superior economics another 800MW of approval is imminent and IMO likely Galaxy locks down a bit tech tenant like $MSFT $GOOG $AMZN Loaded [----] $GLXY calls today $GLXY selling off with crypto (great opportunity to buy). When this next 800MW gets approved things will get silly $MSFT $AMZN and $GOOG diving head first in with the Bitcoin Miners they are desperate for power. $IREN is spending $8.8B in CapEx Loaded [----] $GLXY calls today $GLXY selling off"  
[X Link](https://x.com/FloodCapital/status/1985382967934398777)  2025-11-03T16:26Z 32.6K followers, 15.8K engagements


"Please please please just buy $GLXY will have been the clear decision when we look back on the sector in 2-5 years. BEFORE YOU GET TOO EXCITED ABOUT THE $IREN / $MSFT DEAL READ THIS AND TELL ME WHY IT'S WRONG: The deal results in a $700M net loss over five years actually proving that the $IREN model in its current state is neither profitable nor will it become profitable. How do they https://t.co/QUUGuLlYXx BEFORE YOU GET TOO EXCITED ABOUT THE $IREN / $MSFT DEAL READ THIS AND TELL ME WHY IT'S WRONG: The deal results in a $700M net loss over five years actually proving that the $IREN model in"  
[X Link](https://x.com/FloodCapital/status/1985384232097820703)  2025-11-03T16:31Z 32.6K followers, 15K engagements


"@dararah1m @JarronJackson4 Yes I lost money on those Made plenty more on $GLXY I think Galaxy significantly outperforms $IREN over the next 2-3 years - happy to make a bet if you want"  
[X Link](https://x.com/FloodCapital/status/1985423520902627564)  2025-11-03T19:07Z 32.4K followers, [---] engagements


"Bought more $GLXY calls IMO significant repricing coming in over the next 3-6 months: 1) Next 800MW approval (hopefully by EOY) 2) Lock down a second anchor tenant (likely big tech) potentially $MSFT $GOOG $AMZN $ORCL 3) Helios Phase [--] with $CRWV starts cash flowing proving to the market Galaxy can execute (Q1 2026) If they can build the second 800MW in parallel with the current 800MW we could see Galaxy bringing 1.6GW of capacity online by [----]. On the same economics as the $CRWV lease that is $2.1B in EBITDA/year. The stock is trading at $13.6B right now + a $4B balance sheet & crypto"  
[X Link](https://x.com/FloodCapital/status/1985730977100976637)  2025-11-04T15:28Z 32.6K followers, 13.6K engagements


"$GLXY @ $13.6B market cap (aggressively loading more calls IMO insanely cheap) Galaxy has a $4B balance sheet assigning $9.6B of equity value to the Crypto & Data Center businesses. In Q3 the crypto business did $500M in net income (part of this was from venture book mark ups) but lets be conservative and say $250M net income that quarter. It was a blow out quarter but if they can achieve this consistently as the crypto market grows it would be $1B/year in net income. That alone could justify the $9.6B. Now the Data Center business. They have 800MW of approved power at Helios and another"  
[X Link](https://x.com/FloodCapital/status/1985739302488158607)  2025-11-04T16:01Z 32.6K followers, 49.4K engagements


"@RealJimChanos Jim what do you think about the $GLXY x $CRWV deal Loaded [----] $GLXY calls today $GLXY selling off with crypto (great opportunity to buy). When this next 800MW gets approved things will get silly $MSFT $AMZN and $GOOG diving head first in with the Bitcoin Miners they are desperate for power. $IREN is spending $8.8B in CapEx Loaded [----] $GLXY calls today $GLXY selling off with crypto (great opportunity to buy). When this next 800MW gets approved things will get silly $MSFT $AMZN and $GOOG diving head first in with the Bitcoin Miners they are desperate for power. $IREN is"  
[X Link](https://x.com/FloodCapital/status/1985855503139057969)  2025-11-04T23:43Z 32.2K followers, [----] engagements


"Morgan Stanley puts $GLXY's odds of getting its next 800MW approved by Q4 [----] or early [----] at 80-95% (see reasons below) Honestly pretty solid report from Morgan Stanley although the value they are ascribing to the Digital Asset Business & Helios feels very conservative / low. They estimate only a 35% chance of getting the remaining 1.9GW approved after this next 800MW tranche. To me that feels very low given their is an additional substation (Pitchfork - follow @stefanvanderlux for detective details) being built right next to Helios to support this additional power & Galaxy is proving"  
[X Link](https://x.com/FloodCapital/status/1986474753033695710)  2025-11-06T16:44Z 32.7K followers, 41.6K engagements


"Totally agree with Mitchell here. PA recently really sucks for $GLXY seems to be selling off alongside crypto and the market is still giving them very little respect for their Data Center business. After this raise Galaxy has $4B on their balance sheet (trading at $12B right now) + both their business lines are growing extremely quickly. Crypto looks like its cooling off for now but always very difficult to predict. Strong tailwinds remain on the data center side with upcoming approvals and very strong demand from hyperscalers. I have been buying this dip Btw this $GLXY sell off is eerily"  
[X Link](https://x.com/FloodCapital/status/1986476086063227364)  2025-11-06T16:49Z 32.7K followers, 16.5K engagements


"@BizarCoin I am hoping not but good luck $25 USD would be sub $10B market cap which would really surprise me but I guess anything can happen"  
[X Link](https://x.com/FloodCapital/status/1986487212175990875)  2025-11-06T17:33Z 32.2K followers, [---] engagements


"$GLXY - strong evidence supporting another 800MW of power by EOY Getting this leased out to a Hyperscaler should completely re-rate the stock. Remember Capital Group invested nearly $0.5B into $GLXY at $36 just a few weeks ago its been on sale the last couple days $GLXY ⚡ ERCOT LLWG Speculation After Morgan Stanley analysts initiated overweight coverage it's clear they are as confident as I am in the ability for Galaxy to be able be granted an additional 800MW+ in capacity by ERCOT for their Helios Data center in Dickens County in the https://t.co/PVoR5t7zss $GLXY ⚡ ERCOT LLWG Speculation"  
[X Link](https://x.com/FloodCapital/status/1986935760503676952)  2025-11-07T23:16Z 32.6K followers, 14.7K engagements


"Director Douglas Deason reported openmarket purchases of $GLXY on 11/07/2025 executed in five tranches of [----] shares each (total [-----] shares) at prices of $28.95 $29.15 $31.559 $29.25 and $29.05. Galaxys man on the ground in Texas - ERCOT approvals may be close"  
[X Link](https://x.com/FloodCapital/status/1988017103689945479)  2025-11-10T22:53Z 32.6K followers, 26.9K engagements


"Insiders sell for many reasons. They only buy for one $GLXY Director Douglas Deason reported openmarket purchases of $GLXY on 11/07/2025 executed in five tranches of [----] shares each (total [-----] shares) at prices of $28.95 $29.15 $31.559 $29.25 and $29.05. Galaxys man on the ground in Texas - ERCOT approvals may be close Director Douglas Deason reported openmarket purchases of $GLXY on 11/07/2025 executed in five tranches of [----] shares each (total [-----] shares) at prices of $28.95 $29.15 $31.559 $29.25 and $29.05. Galaxys man on the ground in Texas - ERCOT approvals may be close"  
[X Link](https://x.com/FloodCapital/status/1988019021271187864)  2025-11-10T23:00Z 32.7K followers, 10.8K engagements


"@stefanvanderlux @galaxyhq And Galaxy also said they were on time during the last earnings I believe (or somewhere recently)"  
[X Link](https://x.com/FloodCapital/status/1988030384756723889)  2025-11-10T23:45Z 32.4K followers, [---] engagements


"$CORZ is not building on time for $CRWV and its causing their stock to sell off. also seems like coordinating across multiple campuses is a headache this is good news for $GLXY's 3.5GW potential at a single campus with Helios Quality is what sets $GLXY apart from the other BTC --- AI Data Center players management continues to re-iterate their number one priority is building on-cost and on-time to deliver $CRWV the 800MW they have contracted with them. From Q3 and recent management comments we know Galaxy is on track to execute on Phase [--] with $CRWV at Helios on time for Q1 [----]. I am excited"  
[X Link](https://x.com/FloodCapital/status/1988425533185458433)  2025-11-12T01:56Z 32.7K followers, 40.7K engagements


"$OOB @oobit's relaunch is finally getting them the much deserved credit for their Tether investment/partnership and all the progress they've made over the last few years. I have been holding $OBT (now $OOB) for [--] years and have watched their team grind a global payments app is extremely difficult and you need to jump over regulatory hurdles in each jurisdiction. They are in process of rolling out Oobit globally and have made excellent progress so far (I believe they have 1M users). They also just announced a $100M DAT which is pretty nuts it is probably the biggest DAT relative to market"  
[X Link](https://x.com/FloodCapital/status/1988650857215221962)  2025-11-12T16:51Z 32.7K followers, 38.8K engagements


".@paoloardoino can you give us an update on Tether's relationship with @oobit $OOB after their new launch @oobit just officially launched in Brazil a couple weeks ago as part of their global roll-out strategy. There are over [--] million crypto holders in Brazil and $USDT is very popular there. As of Nov 4th Oobit already had [----] beta users good article on this from Forbes will link it below. User-experience perfection. @oobit + $USDt for payments in real-life. User-experience perfection. @oobit + $USDt for payments in real-life"  
[X Link](https://x.com/FloodCapital/status/1988653005881647222)  2025-11-12T16:59Z 32.7K followers, [----] engagements


"This is the first episode of the newly launched @MilkRoad AI podcast I am doing with @KyleReidhead and @Potrock_ You can watch this episode on Milk Road's Youtube or Spotify accounts if you prefer"  
[X Link](https://x.com/FloodCapital/status/1988653385428713712)  2025-11-12T17:01Z 32.6K followers, [----] engagements


"@Sholi_software @oobit DAT announcement - https://www.globenewswire.com/news-release/2025/11/11/3185344/0/en/VCI-Global-Acquires-US-100-Million-in-OOB-Tokens-and-Is-Appointed-as-Treasury-Manager-of-OOB-Foundation-in-Partnership-with-OOBIT-Where-Tether-USDT-Issuer-with-US-183-Billion-in-Ci.html https://www.globenewswire.com/news-release/2025/11/11/3185344/0/en/VCI-Global-Acquires-US-100-Million-in-OOB-Tokens-and-Is-Appointed-as-Treasury-Manager-of-OOB-Foundation-in-Partnership-with-OOBIT-Where-Tether-USDT-Issuer-with-US-183-Billion-in-Ci.html"  
[X Link](https://x.com/FloodCapital/status/1988656163509137542)  2025-11-12T17:12Z 32.6K followers, [----] engagements


"@MilkRoad @KyleReidhead @Potrock_ Full episode on YouTube here: Full episode on Spotify here: https://open.spotify.com/episode/6EWYSu0gElLFoK1rGaCSfosi=zb7a-KyDSVG4uRfTdYM7Pw https://www.youtube.com/watchv=XvSRYiA-LlQ https://open.spotify.com/episode/6EWYSu0gElLFoK1rGaCSfosi=zb7a-KyDSVG4uRfTdYM7Pw https://www.youtube.com/watchv=XvSRYiA-LlQ"  
[X Link](https://x.com/FloodCapital/status/1988660098613539022)  2025-11-12T17:28Z 32.6K followers, [----] engagements


"@novogratz Thank you for having me at the $GLXY offices It was awesome to meet the team and I couldn't be more excited for the future of the company on both the AI and crypto side"  
[X Link](https://x.com/FloodCapital/status/1988975681016066168)  2025-11-13T14:22Z 32.7K followers, [----] engagements


"King Doug Deason buying more $GLXY $GLXY Director loads nearly $750k in stock at open market https://t.co/1KMdtAVR69 $GLXY Director loads nearly $750k in stock at open market https://t.co/1KMdtAVR69"  
[X Link](https://x.com/FloodCapital/status/1989093827974689280)  2025-11-13T22:11Z 32.7K followers, 19.4K engagements


"$GLXY +9% from the intra day lows hopefully that was the bottom If you haven't yet take a look at my interview with @novogratz when the price action is scary its important to return to fundamentals Galaxy is building a powerhouse business in both Crypto & AI I had the opportunity to sit down with @novogratz to chat about markets $GLXY's best quarter ever (Q3 was $505M in net income) how they are positioning for the future of crypto and their rapidly growing AI data center business Super excited to share with everyone; 01:00 https://t.co/kc8fFQDlai I had the opportunity to sit down with"  
[X Link](https://x.com/FloodCapital/status/1989360963934654873)  2025-11-14T15:53Z 32.7K followers, 10.6K engagements


"First episode of our new AI podcast breaking down the investable AI stack Hosting w/@Potrock_ a giga brain who leads the AI team at a stealth startup backed by T1 VCs My exposure is mainly via data centers $GLXY and AI robotics companies (Apptronik DYNA a few more). Why We Are NOT In An AI Bubble & How To Invest Across The Full AI Stack w/ @FloodCapital @Potrock_ @KyleReidhead The AI gold rush isnt in chatbots. Its in data centers power robots and inference and demand is so insane that even 2017-era chips are still running nonstop. https://t.co/ljOdsRdDPI Why We Are NOT In An AI Bubble & How"  
[X Link](https://x.com/FloodCapital/status/1989415602373759194)  2025-11-14T19:30Z 32.7K followers, [----] engagements


"$OOB + Tether partnership for USAT Paolo has talked about how Tether is investing in companies to boost USAT distribution - feels likely they might do something with $OOB similar to what they've done in the past (Tether + $TON + $OOB - 5% cashback on USDT-Ton payments back in Jan). Pretty exciting if $OOB is going to be one of Tethers main distribution partners for USAT to really hit the ground running in the US We have seen that Tether has a big appetite / budget to spend on US marketing having invested $775M into Rumble last year Could easily see them spending hundreds of millions to"  
[X Link](https://x.com/FloodCapital/status/1990503238089560094)  2025-11-17T19:32Z 32.6K followers, 11.4K engagements


"@Isaac7109311557 I bought $GLXY at $1-3 CAD in [----] and added a ton at $11 USD in April"  
[X Link](https://x.com/FloodCapital/status/1990504533123125529)  2025-11-17T19:37Z 32.7K followers, [---] engagements


"@mi20483980476 I think the AI trade will be fine BTC I am more concerned about it breaking down vs the NASDAQ - still a long term bull"  
[X Link](https://x.com/FloodCapital/status/1990506372803539391)  2025-11-17T19:44Z 32.6K followers, [---] engagements


"This is awesome to see from Oobit and creates a direct path to potentially trading as Tether beta/exposure (If Oobit can get 1M active US users that could potentially create $38M-140M dollars in yearly buybacks for $OOB). 50% of all app fees will be used to buy and burn $OOB + holding $OOB will unlock cheaper fees & more features for Oobit users. I am very excited for this value accrual mechanism and it paves the way for $OOB to become a direct beneficiary of Tether's giant war chest and marketing dollars. Tether is the largest USD stablecoin provider in the world with $184B USDT circulating."  
[X Link](https://x.com/FloodCapital/status/1990879527086526711)  2025-11-18T20:27Z 32.6K followers, 20.3K engagements


"On the bright side $GLXY was able to secure $1.15B right before $BTC & AI stocks sold off & sold $360M of stock to Capital Group at $36. This + their existing multi-billion dollar balance sheet - they should have plenty of cash to execute on their crypto & data center strategy. An explanation of the exchangeable note $GLXY just issued (TLDR lots of flexibility in how Galaxy chooses to deal with the note allows them to reduce dilution and interest costs from their previous exchangeable note due [----] and gives them a ton of fire power to expand their An explanation of the exchangeable note"  
[X Link](https://x.com/FloodCapital/status/1991231670981140964)  2025-11-19T19:46Z 32.7K followers, 17.3K engagements


"Just bought some spot $GLXY 9.3B feels like a great deal in the long run I had the opportunity to sit down with @novogratz to chat about markets $GLXY's best quarter ever (Q3 was $505M in net income) how they are positioning for the future of crypto and their rapidly growing AI data center business Super excited to share with everyone; 01:00 https://t.co/kc8fFQDlai I had the opportunity to sit down with @novogratz to chat about markets $GLXY's best quarter ever (Q3 was $505M in net income) how they are positioning for the future of crypto and their rapidly growing AI data center business"  
[X Link](https://x.com/FloodCapital/status/1991912570530508920)  2025-11-21T16:52Z 32.7K followers, 11.9K engagements


"Oobit is a distribution mechanism for Tether to increase adoption of USDT and USAT making it more useful for end customers (spending/sending easily) with any wallet in the backend. Oobit benefits from Tether's marketing & rewards campaigns by onboarding customers to their payments app. $OOB directly benefits (50% of fees are used to buy and burn). Tether is also the largest investor in @oobit. Tether = The Stable Company @chamath @paoloardoino https://t.co/9Cy16rNDGg Tether = The Stable Company @chamath @paoloardoino https://t.co/9Cy16rNDGg"  
[X Link](https://x.com/FloodCapital/status/1992301747205992873)  2025-11-22T18:38Z 32.7K followers, [----] engagements


"After more research it looks like they will be funding the cash purchases of $OOB via tapping the ELOC facility they have with Alumni Capital LP. Seems like they have started to do that: https://x.com/VCIGMY/status/1993703793968721974s=20 #USDT $12 TRILLION annual volume. #Tether holds $120B+ in Treasuries. #OOB is the utility engine powering the next wave of stablecoin spending. $VCIG just added another 4M OOB; now holding 254.2M. The conviction is real. 🔥🚀 Read press release: https://t.co/fEs7BgL5WH https://x.com/VCIGMY/status/1993703793968721974s=20 #USDT $12 TRILLION annual volume."  
[X Link](https://x.com/FloodCapital/status/1994090725403971981)  2025-11-27T17:07Z 32.7K followers, [----] engagements


"$GLXY holders - these past couple weeks have been tough but I believe Galaxy's fundamentals are as strong as ever and their data center business is in a fantastic spot (you must read @RHouseResearch's latest piece quoted). Given changes in QoQ statements from $CRWV it seems likely that $GLXY is accelerating their build timeline for Phase [--] of their contract. It seems possible $GLXY is now looking to deliver their first 600MW of capacity in [----] (vs 200MW in [----] and 400MW in 2027) this should meaningfully increase their expected EBITDA in [----] from $215M (on just Phase 1) to $637M (on Phase 1"  
[X Link](https://x.com/FloodCapital/status/1994103086437040302)  2025-11-27T17:56Z 32.7K followers, 65.3K engagements


"Long form financials are out for $GLXY's Q3 Total EBITDA for the quarter was $629M $250M or 40% came from their Digital Assets / Crypto operating business. So in a hot crypto market Galaxy's crypto business could generate $1B a year in EBITDA. If you are a long term believer in crypto this is a very attractive price for $GLXY in my opinion (when you factor in the data center business too - potentially $600M in stable reoccurring EBITDA by as early as next year for the first 600MW of capacity at Helios (800MW contracted + expecting another 800MW to be approved soon)). $GLXY holders - these"  
[X Link](https://x.com/FloodCapital/status/1994110219912110221)  2025-11-27T18:24Z 32.7K followers, 22.9K engagements


"$GLXY waking back up $GLXY holders - these past couple weeks have been tough but I believe Galaxy's fundamentals are as strong as ever and their data center business is in a fantastic spot (you must read @RHouseResearch's latest piece quoted). Given changes in QoQ statements from $CRWV it seems $GLXY holders - these past couple weeks have been tough but I believe Galaxy's fundamentals are as strong as ever and their data center business is in a fantastic spot (you must read @RHouseResearch's latest piece quoted). Given changes in QoQ statements from $CRWV it seems"  
[X Link](https://x.com/FloodCapital/status/1996642370742632710)  2025-12-04T18:06Z 32.7K followers, 10.9K engagements


"$GLXY is a complicated company so nice to see analysts who understand both the crypto side & AI data center side coming together to write a report ($60 PT). If you believe in both these sectors long term $GLXY offers pretty excellent exposure at a great price in my opinion. Congratulations to @jonathan_mg27 and his team at $GLXY IR. They finally got what they have been striving for. Critical to have analysts from both these sectors working together to value this company. https://t.co/ZRtQ7TABtz Congratulations to @jonathan_mg27 and his team at $GLXY IR. They finally got what they have been"  
[X Link](https://x.com/FloodCapital/status/1998436018207306020)  2025-12-09T16:54Z 32.6K followers, 11.5K engagements


"@Wizardofdigi19 @habibismore @Pentosh1 @galaxyhq No one was paid by Galaxy I still have all my spot shares not at all wiped out completely lol Been focusing on another project I am working on will be back on X more in the new year Still very bullish $GLXY"  
[X Link](https://x.com/FloodCapital/status/2001353706483433696)  2025-12-17T18:08Z 32.6K followers, [---] engagements


"The 830MW $GLXY got approved today could lead to $10B in equity value once fully built based on recent $HUT and $CIFR leases This is a must read the market for power is red hot Illustrative Value Creation Analysis - 830MW Hyperscale Co-Location Lease - Galaxy Digital $GLXY Galaxy Digital $GLXY today announced they have received full final approval from ERCOT to energize an addition 830MW of power at their Helios data center campus in West Texas. https://t.co/oG0ESDoLIn Illustrative Value Creation Analysis - 830MW Hyperscale Co-Location Lease - Galaxy Digital $GLXY Galaxy Digital $GLXY today"  
[X Link](https://x.com/FloodCapital/status/2011844165269676056)  2026-01-15T16:53Z 32.6K followers, 20.3K engagements


""We have another 800MW we will lease out hopefully soon" "A lot of growth potential within the data center business" (Another 1.9GW of power understudy at Helios) Morgan Stanley estimates this new 830MW could be worth $20/share"  
[X Link](https://x.com/FloodCapital/status/2012199621745885423)  2026-01-16T16:25Z 32.6K followers, [----] engagements


"1/ The Anchor Rate We all know a 20% rate with uncapped deposits is impossible to maintain forever. Q: So why hasn't the rate been lowered A: Because its allowing UST to re-collateralize. Time for a thread🌕"  
[X Link](https://x.com/FloodCapital/status/1504525365879971841)  2022-03-17T18:29Z 32.6K followers, [----] engagements


"Do you bullieve h/t @jtrader_14"  
[X Link](https://x.com/FloodCapital/status/1808701832526454986)  2024-07-04T03:18Z 32.6K followers, 118.3K engagements


"@gmaninSF1 $1.2B / year in average annual revenues for the first 800MW. 1.2B * [-----] (3.5GW/800MW) = 5.25B in revenues 5.25B * 90% EBITDA margins = $4.725B"  
[X Link](https://x.com/FloodCapital/status/1985813159026819495)  2025-11-04T20:55Z 32.6K followers, [---] engagements


"Chatting about $GLXY and their 830MW approval today which brings their Helios site up to 1.63GW https://x.com/i/spaces/1BRJjgBBpvexw https://x.com/i/spaces/1BRJjgBBpvexw"  
[X Link](https://x.com/FloodCapital/status/2011922065436127293)  2026-01-15T22:02Z 32.6K followers, [----] engagements


"Novogratz on $GLXY's new 830MW approval "There is huge demand from the Hyperscalers for power this side of 2030" "We will be in negotiation with you can guess the [--] or [--] players" $AMZN $MSFT $GOOG $META $APPL $ORCL"  
[X Link](https://x.com/FloodCapital/status/2012198921888481379)  2026-01-16T16:23Z 32.6K followers, 26.8K engagements


"/END Thank you for reading and follow for more DeFi content. Threads on Mirror and Anchor coming soon. *Not Financial Advice DYOR*"  
[X Link](https://x.com/anyuser/status/1386747749874507778)  2021-04-26T18:23Z 32.6K followers, [---] engagements


"Research piece on @GMX_IO is live for Delphi Pro subscribers I will be posting a thread on GMX soon 🫐🫐 https://members.delphidigital.io/reports/examining-the-design-and-traction-of-gmxs-hybrid-dex/ https://members.delphidigital.io/reports/examining-the-design-and-traction-of-gmxs-hybrid-dex/"  
[X Link](https://x.com/anyuser/status/1461770189134049287)  2021-11-19T18:55Z 32.6K followers, [---] engagements


"UST grew its market cap by 50x in [----]. With 150% growth in [----] UST would reach a market cap of $23B meaning an additional $13.8B in $LUNA burning"  
[X Link](https://x.com/anyuser/status/1473709608699142159)  2021-12-22T17:38Z 32.6K followers, [---] engagements


"UST has grown its dominance from .67% to over 6% in [----] with barely any exchange listings and only [--] main apps Anchor and Mirror. Given this growth in [----] and upcoming catalysts 150% growth in [----] isn't unreasonable. Meaning $UST at 23B EOY [----]. So what are the catalyst"  
[X Link](https://x.com/anyuser/status/1474098166031077379)  2021-12-23T19:22Z 32.6K followers, [---] engagements


"$GLXY earnings call is live @novogratz's says July [----] was Galaxy's "best month ever" and the digital asset business is firing on all cylinders. Expanded their power pipeline to 3.5GW $CRWV exercised their last 200MW the 800MW lease should generate $1.2B/year on average"  
[X Link](https://x.com/FloodCapital/status/1952711861171818542)  2025-08-05T12:42Z 32.6K followers, 27.1K engagements


"Reminder DO NOT BUY $TOPIA SNAPSHOT HAS BEEN TAKEN. Wait for Hybux launch on @base or check out Hytopia World NFTs which are still tradeable. @CryptosisIntel @hytopia Yes they are releasing a new token can find details below don't touch $TOPIA rn wait for new token launch as snapshot for the airdrop has been taken. Can look into their world NFTs too which have some solid utility (which are still trading). https://t.co/QOUET5N1am @CryptosisIntel @hytopia Yes they are releasing a new token can find details below don't touch $TOPIA rn wait for new token launch as snapshot for the airdrop has"  
[X Link](https://x.com/FloodCapital/status/1966138502833385843)  2025-09-11T13:55Z 32.5K followers, [----] engagements


"Long your longs then long them again all roads lead to more power $GLXY Galaxy is building one of the largest data centers in America (800MW approved 2.7GW under study for a total of 3.5GW) are we ready for $NVIDA to scoop up the next 2.7GW We're proud to announce a landmark partnership with @OpenAI to build new gigascale AI factories using millions of NVIDIA GPUs. 🤝 This partnership will supply [--] gigawatts of GPUs to fuel @OpenAI's data center growth. https://t.co/CYEB2PdfWY We're proud to announce a landmark partnership with @OpenAI to build new gigascale AI factories using millions of"  
[X Link](https://x.com/FloodCapital/status/1970169825776300103)  2025-09-22T16:54Z 32.5K followers, 58.8K engagements


"🚨Attention $GLXY holders🚨 My spider senses are tingling we get the additional 800MW of power approved next earnings or in Q4 [----] (consistent with management guidance of before EOY). If this happens and $GLXY signs a new tenant (I think $ORCL based on @RHouseResearch's work) $GLXY is going to significantly re-rate. $2.4B in average annual revenues at 90% EBITDA margins $2.16B * 25x EBITDA multiple = $54B in Enterprise Value - $12B in debt for buildout = $42B in Equity Value ($105/share at 400M shares) $GLXY @galaxyhq #Helios I agree with @Reignots thoughts here and add some evidence of"  
[X Link](https://x.com/FloodCapital/status/1970930106765111611)  2025-09-24T19:15Z 32.5K followers, 25.7K engagements


"$FRMI just closed today at $20B market cap @novogratz it would be super awesome for some guidance / aspirations on $GLXY data center business next earnings. Surely you could do at least 11GW by [----] as well Fermi targeting 11GW by [----] @novogratz @austorms @brian_wright21 @jonathan_mg27 I would love to see $GLXY highlight its data center ambitions if Fermi is targeting 11GW by [----] Galaxy should be at least that if not more given your stronger balance sheet head start expertise https://t.co/2P7I9QFhZd Fermi targeting 11GW by [----] @novogratz @austorms @brian_wright21 @jonathan_mg27 I would"  
[X Link](https://x.com/FloodCapital/status/1973480537047310547)  2025-10-01T20:10Z 32.6K followers, [----] engagements


"$100M DAT for $OOB @oobit backed by @tether $50M to be sold to the DAT OTC and $50M to be acquired on the open market. Float seems like it's max 25% at a $380M market cap so $95M of float vs $50M of open market buying. That would put $OOB at 50% on this table below"  
[X Link](https://x.com/FloodCapital/status/1988675324100698376)  2025-11-12T18:28Z 32.6K followers, 22.6K engagements


"This is the only DAT filing I have found so far - Seems to be the $50M in-kind leg looking for how they will fund the $50M of cash buying. https://www.streetinsider.com/SEC%2BFilings/Form%2B6-K%2BVCI%2BGlobal%2BLtd%2BFor%3A%2BNov%2B12/25592454.htmlutm_source=chatgpt.com https://www.streetinsider.com/SEC%2BFilings/Form%2B6-K%2BVCI%2BGlobal%2BLtd%2BFor%3A%2BNov%2B12/25592454.htmlutm_source=chatgpt.com"  
[X Link](https://x.com/FloodCapital/status/1988689323278123341)  2025-11-12T19:24Z 32.6K followers, [----] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing