#  @stefanvanderlux StefanVanderLux StefanVanderLux posts on X about $glxy, in the, crypto, helios the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: undefined [#](/creator/twitter::1402554355279085568/interactions)  - [--] Week [-----] -79% - [--] Month [-------] -26% - [--] Months [---------] -11% - [--] Year [---------] -79% ### Mentions: undefined [#](/creator/twitter::1402554355279085568/posts_active)  - [--] Week [--] +6.70% - [--] Month [--] -52% - [--] Months [---] +25% - [--] Year [---] +411% ### Followers: [-----] [#](/creator/twitter::1402554355279085568/followers)  - [--] Week [-----] -0.26% - [--] Month [-----] +0.48% - [--] Months [-----] +49% - [--] Year [-----] +547% ### CreatorRank: undefined [#](/creator/twitter::1402554355279085568/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 81.37% [finance](/list/finance) 27.45% [countries](/list/countries) 3.92% [technology brands](/list/technology-brands) 2.94% [exchanges](/list/exchanges) 1.96% [currencies](/list/currencies) 1.96% [cryptocurrencies](/list/cryptocurrencies) 1.96% [financial services](/list/financial-services) 0.98% [nfts](/list/nfts) 0.98% [social networks](/list/social-networks) 0.98% **Social topic influence** [$glxy](/topic/$glxy) 79.41%, [in the](/topic/in-the) 5.88%, [crypto](/topic/crypto) 4.9%, [helios](/topic/helios) 4.9%, [money](/topic/money) 4.9%, [$crwv](/topic/$crwv) 4.9%, [galaxy digital](/topic/galaxy-digital) 3.92%, [tokenization](/topic/tokenization) 3.92%, [ai](/topic/ai) 3.92%, [$eurau](/topic/$eurau) 3.92% **Top accounts mentioned or mentioned by** [@galaxyhq](/creator/undefined) [@galaxyoneapp](/creator/undefined) [@novogratz](/creator/undefined) [@austorms](/creator/undefined) [@vinylemobile](/creator/undefined) [@allunitystable](/creator/undefined) [@aridiculosidea](/creator/undefined) [@gk8security](/creator/undefined) [@stevekurz](/creator/undefined) [@gamesetmax](/creator/undefined) [@brianwright21](/creator/undefined) [@simonsaysbtc](/creator/undefined) [@citi](/creator/undefined) [@blakerking93](/creator/undefined) [@statestreetga](/creator/undefined) [@investreality](/creator/undefined) [@thedrdan](/creator/undefined) [@rangersfan11](/creator/undefined) [@reignots](/creator/undefined) [@dararah1m](/creator/undefined) **Top assets mentioned** [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [CoreWeave, Inc (CRWV)](/topic/$crwv) [EXODUS MOVEMENT INC A (EXOD)](/topic/exodus-movement) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Nakamigos (nakamigos)](/topic/nakamigos) [KKR & Co, Inc. (KKR)](/topic/$kkr) ### Top Social Posts Top posts by engagements in the last [--] hours "$GLXY @galaxyhq @galaxyoneapp Another great TV appearance by Zac Prince Head of GalaxyOne. He's doing a fantastic job representing Galaxy as brand the Galaxy story itself and what the benefits of GalaxyOne are. https://www.bloomberg.com/news/videos/2025-10-15/blockfi-founder-prince-returns-to-lead-galaxyone-video https://www.bloomberg.com/news/videos/2025-10-15/blockfi-founder-prince-returns-to-lead-galaxyone-video" [X Link](https://x.com/anyuser/status/1978613459450294465) 2025-10-16T00:06Z [----] followers, [----] engagements "$GLXY #DigitialAssetsBusiness #Lending Galaxy just entered a master digital currency loan agreement with Exodus Movement. Based on one of the latest GalaxyOne statements we know now that GLXY earns more than 8% on a loan. Congrats @Game_Set_Max $GLXY @galaxyhq Did you know that a loan to Gemini makes about 10%-ish of Galaxy's loan book Don't worry it's always over-collateralized ๐ Almost everytime a crypto company faces financial difficulties it approaches $GLXY ๐. Happened many times before. Lesson in here ๐ https://t.co/juypZ2J5iH $GLXY @galaxyhq Did you know that a loan to Gemini makes" [X Link](https://x.com/anyuser/status/1988038822119026815) 2025-11-11T00:19Z [----] followers, 21.3K engagements "$GLXY @galaxyhq #DigitalAssetsBusiness Interesting seems like Galaxy mgmt is cooking in the backyard. First entering the Middle East now India. This MD is even a returner. Seems like Novo and Ferraro had some good arguments to get him back on GLXY's spaceship ๐" [X Link](https://x.com/stefanvanderlux/status/2015933697367712077) 2026-01-26T23:43Z [----] followers, 11.4K engagements "$GLXY Welcome to Atlanta ๐" [X Link](https://x.com/stefanvanderlux/status/2015943436281463106) 2026-01-27T00:22Z [----] followers, [----] engagements "$GLXY @galaxyoneapp Speculation: Seems like the GalaxyOne app will be rolled out in India soon. Just linking my previous post with these job offers (1+1). $GLXY @galaxyhq #DigitalAssetsBusiness Interesting seems like Galaxy mgmt is cooking in the backyard. First entering the Middle East now India. This MD is even a returner. Seems like Novo and Ferraro had some good arguments to get him back on GLXY's spaceship ๐ https://t.co/c9Sdm7ojaW $GLXY @galaxyhq #DigitalAssetsBusiness Interesting seems like Galaxy mgmt is cooking in the backyard. First entering the Middle East now India. This MD is" [X Link](https://x.com/stefanvanderlux/status/2016851597515452739) 2026-01-29T12:31Z [----] followers, [----] engagements "$GLXY #DataCenterBusiness #Helios These are the small houses for the [----] construction workers which Galaxy has rented from Target Hospitality which are on the campus right next to the Helios data center" [X Link](https://x.com/stefanvanderlux/status/2017372738797687009) 2026-01-30T23:01Z [----] followers, [----] engagements "$GLXY @galaxyhq #DataCenterBusiness #Helios I recently shared that Galaxy has increased their construction workers from [---] โก 1000โก 1300+ Here the update: Based on this find the current construction workers are roughly 2000๐ฑ $GLXY #DataCenterBusiness #Helios These are the small houses for the [----] construction workers which Galaxy has rented from Target Hospitality which are on the campus right next to the Helios data center. https://t.co/qYOUXpWnlW $GLXY #DataCenterBusiness #Helios These are the small houses for the [----] construction workers which Galaxy has rented from Target Hospitality" [X Link](https://x.com/stefanvanderlux/status/2017374742722875884) 2026-01-30T23:09Z [----] followers, [----] engagements "$GLXY @galaxyhq On Oct [--] they bought 12.777.778 shares for 36$ a share but they are holding 15.5m shares now (if not sold). So if I understand these screenshots correctly Capital Group added around 2.8m shares ๐ซก" [X Link](https://x.com/stefanvanderlux/status/2018344085824676178) 2026-02-02T15:21Z [----] followers, [----] engagements "$GLXY @novogratz I hope you adequately hedged your company's portfolio too ๐ (This is a screenshot of a podcast from end of Sep 2025)" [X Link](https://x.com/stefanvanderlux/status/2018370200949686428) 2026-02-02T17:05Z [----] followers, [----] engagements "$GLXY @galaxyhq #DataCenterBusiness Congratulations @austorms and @brian_wright21 for becoming part of Galaxy's Senior Management Team. Well deserved ๐๐ผ" [X Link](https://x.com/stefanvanderlux/status/2019020228470898831) 2026-02-04T12:08Z [----] followers, [----] engagements "@invest_reality @theDr_Dan Are you really describe Galaxy Digital as a custodian Interesting ๐ค" [X Link](https://x.com/stefanvanderlux/status/2019203968514068960) 2026-02-05T00:18Z [----] followers, [--] engagements "@SimonSaysBTC @rangersfan_11 Best execution I am aware of ๐ค" [X Link](https://x.com/stefanvanderlux/status/2019723236062466455) 2026-02-06T10:41Z [----] followers, [--] engagements "$GLXY King Cow ๐ The last time $GLXY shares were as distressed as they are now was back in September [----]. Galaxy issued a NCIB notice to buy back shares kicking off a massive 600% share price appreciation over the following [--] months. See below. The white vertical line is the date. https://t.co/iCrygM1ocK The last time $GLXY shares were as distressed as they are now was back in September [----]. Galaxy issued a NCIB notice to buy back shares kicking off a massive 600% share price appreciation over the following [--] months. See below. The white vertical line is the date. https://t.co/iCrygM1ocK" [X Link](https://x.com/stefanvanderlux/status/2019797866181427530) 2026-02-06T15:38Z [----] followers, [----] engagements "@Reignots I am long $NOW As an IT consultant myself I don't see any LLM replacing ServiceNow anytime soon ๐ค" [X Link](https://x.com/stefanvanderlux/status/2020647515905745347) 2026-02-08T23:54Z [----] followers, [---] engagements "@dararah1m @novogratz I refuse to spoon-feed people who call themself longtime shareholders not knowing what Galaxy is doing in the crypto space. It is a shame" [X Link](https://x.com/stefanvanderlux/status/1986229582115049709) 2025-11-06T00:30Z [----] followers, [---] engagements "@aridiculosidea @Vinyle_mobile Added again today Going to re-increase my $GLXY allocation ๐ซก" [X Link](https://x.com/stefanvanderlux/status/1986919415506505878) 2025-11-07T22:11Z [----] followers, [---] engagements "@aridiculosidea @CryptosisIntel @Vinyle_mobile I used this chart for my adding decisions (added Tuesday at [---] and today at 2935) This is more a trader's chartbut we can see a lot of confluent support from 30-29 USD: - 30$ big prv. S/R Level - Ac-vwap (June low) - VPOC of the vol-profile-zone - falling shannel support" [X Link](https://x.com/stefanvanderlux/status/1986924660982772012) 2025-11-07T22:32Z [----] followers, [--] engagements "@Vinyle_mobile @aridiculosidea I took some profits on the way up and a bigger chunk before the turmoil (Canada ad China trade tensions). Quite happy with my move. Ready to put the money back to work" [X Link](https://x.com/stefanvanderlux/status/1986932669738029140) 2025-11-07T23:03Z [----] followers, [---] engagements "$GLXY @galaxyhq #DataCenterBusiness #Helios Imo the mentioned 3rd party is CoreSci def. not Galaxy. Reasoning: There is no way $CRWV has forecasted any revenues for Q42025 which are generated from the Helios lease. $CRWV FALLS 8% AFTER ANNOUNCING DELAYES THAT WILL IMPACT Q4 RESULTS https://t.co/E2OkQwNpQK $CRWV FALLS 8% AFTER ANNOUNCING DELAYES THAT WILL IMPACT Q4 RESULTS https://t.co/E2OkQwNpQK" [X Link](https://x.com/stefanvanderlux/status/1988027695700340777) 2025-11-10T23:35Z [----] followers, [----] engagements "$GLXY @galaxyhq @GK8_Security #DigitalAssetsBusiness Over [--] year of observation I identified more and more evidence that GK8 is working together with @Citi. Today identified one more trace which made me posting this. Let's see ๐ Disclaimer: I am speculating here. @SteveKurz Well ole mikey boy let slip that partnerships are incoming hahaha. I can only imagine how busy you have been. @SteveKurz Well ole mikey boy let slip that partnerships are incoming hahaha. I can only imagine how busy you have been" [X Link](https://x.com/stefanvanderlux/status/1988046266975002911) 2025-11-11T00:49Z [----] followers, [----] engagements "$GLXY @galaxyhq #DataCenterBusiness ๐ช and โ we are rooting for you Bring some new DC sites home to the ๐" [X Link](https://x.com/stefanvanderlux/status/1988757910596280669) 2025-11-12T23:56Z [----] followers, [----] engagements "$GLXY @galaxyhq #InvestmentBanking Despite of a cooling crypto market Galaxy is all over place. In this case as book runner / co-manager for a private placement. Congrats on the assignment @michaelashe23" [X Link](https://x.com/stefanvanderlux/status/1988955167631507468) 2025-11-13T13:00Z [----] followers, [----] engagements "$GLXY @novogratz ๐คฃ๐คฃ๐คฃ Hahahaha i almost spit out my drink laughing when @novogratz made the cnbc interview remark on @FloodCapital interview. Cows are gentle Mike I assure you. We just moo loudly sometimes. But the smart cows can see what you've built and appreciate you for your integrity. ๐ฎ๐๐ป Hahahaha i almost spit out my drink laughing when @novogratz made the cnbc interview remark on @FloodCapital interview. Cows are gentle Mike I assure you. We just moo loudly sometimes. But the smart cows can see what you've built and appreciate you for your integrity. ๐ฎ๐๐ป" [X Link](https://x.com/stefanvanderlux/status/1988955733661270233) 2025-11-13T13:02Z [----] followers, 17.1K engagements "Ngl buying this $GLXY dip with size the last few days is scary especially today. @ChelApples GM Chel I am buying like a mad man. Hoping it turns out to be positive ๐ค @ChelApples GM Chel I am buying like a mad man. Hoping it turns out to be positive ๐ค" [X Link](https://x.com/stefanvanderlux/status/1989022563373343216) 2025-11-13T17:28Z [----] followers, [----] engagements "@madridraptor Today's feelings and emotions reminds me of the tariffs low in April" [X Link](https://x.com/stefanvanderlux/status/1989024852506751087) 2025-11-13T17:37Z [----] followers, [--] engagements "$GLXY @galaxyhq #DataCenterBusiness #Helios . (For the construction project for phase I) we are on budget and on time โ Plans and potentinal projections are sweet but the actual real execution matters Thx for the update @jonathan_mg27 ๐ค Source: @theMiningPod" [X Link](https://x.com/stefanvanderlux/status/1989374021029519783) 2025-11-14T16:45Z [----] followers, [----] engagements "@austorms @Vinyle_mobile @brian_wright21 Hmmm. Maybe it is worth my time doing some combing / digging here ๐" [X Link](https://x.com/stefanvanderlux/status/1989413556169883897) 2025-11-14T19:22Z [----] followers, [---] engagements "Hi @austorms hi @blakerking93 what are your thoughts on the latest Aurora Energy Research analysis which they performed for ERCOT. I am particular interested in the Demand Side Repsonse recommendations. Is this feasible for big DCs like Helios @Vinyle_mobile After reviewing the NERC report from Dominions near miss event in [--] (https://t.co/hKXqY0AxKB) @blakerking93 and I spent a lot of time with our design partners and vendors on LVRT capabilities. The standard is still evolving but we like our reference design. @Vinyle_mobile After reviewing the NERC report from Dominions near miss event in" [X Link](https://x.com/stefanvanderlux/status/1990203933260984569) 2025-11-16T23:42Z [----] followers, [----] engagements "Source: https://www.ercot.com/files/MarketNotice/2025/11/310252/Aurora%20Assessment%20of%20Resource%20Adequacy%20Needs%20in%20ERCOT%20Region%20and%20Impact%20of%20Market%20Design%20Changes%20%282025.11.10%29.pdf https://www.ercot.com/files/MarketNotice/2025/11/310252/Aurora%20Assessment%20of%20Resource%20Adequacy%20Needs%20in%20ERCOT%20Region%20and%20Impact%20of%20Market%20Design%20Changes%20%282025.11.10%29.pdf" [X Link](https://x.com/stefanvanderlux/status/1990204089142296654) 2025-11-16T23:43Z [----] followers, [---] engagements "$GLXY Added some shares at 2414$. Will add more if price drops further" [X Link](https://x.com/stefanvanderlux/status/1990509620096303591) 2025-11-17T19:57Z [----] followers, [----] engagements "$GLXY @galaxyhq @DataCenterBusiness #Helios For everybody who's wondering why Galaxy's mgmt raised so much money lately. - I highly assume they need it for the financing negotiations for phase II - They already secured (and probably paid) for some expensive infrastructure (diesel generators circuit breakers)* *And don't forget Phase II is about 260MWs. So double the amount of the diesel generators (240) and double the amount of circuit breakers. We are talking about several hundert millions here maybe 500mm (rough estimation)" [X Link](https://x.com/stefanvanderlux/status/1990532072298131748) 2025-11-17T21:26Z [----] followers, [----] engagements "$GLXY @galaxyhq Analyst Mark Palmer from Bechmark: "Galaxy is our top pick in the space." Source: https://finance.yahoo.com/video/2-reasons-analyst-likes-galaxy-163033784.html https://finance.yahoo.com/video/2-reasons-analyst-likes-galaxy-163033784.html" [X Link](https://x.com/stefanvanderlux/status/1990859463335596220) 2025-11-18T19:07Z [----] followers, 11.4K engagements "@LucaRoland_ @galaxyhq @Nakamigos ๐" [X Link](https://x.com/stefanvanderlux/status/1990899387304690026) 2025-11-18T21:46Z [----] followers, [---] engagements "$GLXY You can laugh about me later when price nukes further. Just wanted to let u known that I added at [----] (haven't given up yet)" [X Link](https://x.com/stefanvanderlux/status/1991909073793822903) 2025-11-21T16:38Z [----] followers, [----] engagements "$GLXY @galaxyhq https://grannyshots.com/fundstrat-granny-shots-us-small-mid-cap-etf/grnj-holdings/ $GLXY made it into @fundstrat's new SMID ETF $GRNJ https://grannyshots.com/fundstrat-granny-shots-us-small-mid-cap-etf/grnj-holdings/ $GLXY made it into @fundstrat's new SMID ETF $GRNJ" [X Link](https://x.com/stefanvanderlux/status/1992021079070814579) 2025-11-22T00:03Z [----] followers, 11.7K engagements "@valerijatrades1 Every investor in Galaxy needs to make the experience at least once. ๐คฃ๐ฌ" [X Link](https://x.com/stefanvanderlux/status/1992254672258871492) 2025-11-22T15:31Z [----] followers, [---] engagements "$GLXY @galaxyhq #DigitalAssetsBusiness Wow a further on chain fund on the horizon Galaxy will bring State Street an asset manager with 4t AUM on-chain Believe it or not Galaxy is the bridge between the old and new financial world. Congrats @SteveKurz $GLXY @galaxyhq @SteveKurz She does it again now even on Bloomberg TV. The president and CEO of @StateStreetGA highlights the partnership with Galaxy. More to come in the future maybe on tokenization ๐ https://t.co/XyZOrXwgLY $GLXY @galaxyhq @SteveKurz She does it again now even on Bloomberg TV. The president and CEO of @StateStreetGA highlights" [X Link](https://x.com/stefanvanderlux/status/1992265354622783679) 2025-11-22T16:14Z [----] followers, 10.1K engagements "$GLXY @galaxyhq #DigitalAssetsBusiness Here is an update on the lending agreem. w. Exodus - 60m with a 9% interest rate Also some insightful details on how adults like GLXY always over-collateralizes their loans This also proves how GLXY can provide the APY for @galaxyoneapp $GLXY #DigitialAssetsBusiness #Lending Galaxy just entered a master digital currency loan agreement with Exodus Movement. Based on one of the latest GalaxyOne statements we know now that GLXY earns more than 8% on a loan. Congrats @Game_Set_Max https://t.co/hm8o2tPKTR $GLXY #DigitialAssetsBusiness #Lending Galaxy just" [X Link](https://x.com/stefanvanderlux/status/1992583059489923482) 2025-11-23T13:16Z [----] followers, [----] engagements "$GLXY @galaxyhq #DataCenterBusiness #Helios $CRWV has started to hire for its DC in Afton TX which is leased from Galaxy. We are close fellas stay safe ๐ช๐ค" [X Link](https://x.com/stefanvanderlux/status/1993341971558236254) 2025-11-25T15:32Z [----] followers, 27.7K engagements "$GLXY @galaxyhq #DataCenterBusiness #Helios Seeing this particular QOZ LLC was formed on Oct [--] is a very positive sign that the negotiations regarding the financing of Helios phase [--] it a very advanced stage. IYKYK" [X Link](https://x.com/stefanvanderlux/status/1993440563459412185) 2025-11-25T22:04Z [----] followers, [----] engagements "$GLXY @galaxyhq #DataCenterBusiness Imo GLXY is capable of delivering phase [--] in [----]. Reasoning: GLXY spent almost 4-5 months of time for activities which aren't required anymore for phase [--] for example - DD & several RFIs and RFPs for laying out the fiber route to Dallas - DD & several RFIs and RFPs reg. hiring their general contractor Clayco - DD & several RFI and RFP reg selecting the appropriate backup diesel generators - all activities which they performed their financial advisor Newmark - building relationships with potential financing partners (e.g. Deutsche Bank and others) - hiring" [X Link](https://x.com/stefanvanderlux/status/1993795323391852759) 2025-11-26T21:33Z [----] followers, 14.1K engagements "$GLXY @galaxyhq #DataCenterBusiness Seems like KKR and I share the same opinion โ๐ "The true winners are not the companies renting capacity but those who own the physical bottlenecks: Power Land Grid Interconnects and Permits." Based on the KKR report "AI Infrastructure" here are the key takeaways regarding durable AI winners and the publicly traded companies that fit these criteria. Part 1: Takeaways on Durable AI Winners $KKR argues that while there is "froth" in the AI market the physical Based on the KKR report "AI Infrastructure" here are the key takeaways regarding durable AI winners" [X Link](https://x.com/stefanvanderlux/status/1993806366939685297) 2025-11-26T22:17Z [----] followers, [----] engagements "$GLXY @galaxyhq #DataCenterBusiness #Helios Grok also thinks that Galaxy is able to build a powered 400MW data hall / data center facility (Helios Phase 2) in [--] months F it - I wanna believe ๐ ๐ ๐ช๐ช๐ช $GLXY @galaxyhq #DataCenterBusiness Imo GLXY is capable of delivering phase [--] in [----]. Reasoning: GLXY spent almost 4-5 months of time for activities which aren't required anymore for phase [--] for example - DD & several RFIs and RFPs for laying out the fiber route to Dallas - https://t.co/o0njUX00JK $GLXY @galaxyhq #DataCenterBusiness Imo GLXY is capable of delivering phase [--] in 2026." [X Link](https://x.com/stefanvanderlux/status/1994533001200636269) 2025-11-28T22:24Z [----] followers, [----] engagements "$GLXY @galaxyhq @GK8_Security #DigitalAssetsBusiness Don't sleep on Galaxy's GK8. Its visibility as a custody and tokenization player is continously growing. GK8 has been just named the winner of the "Innovation of the DA Custody" award. I expect huge announcements in [----] ๐ฎ $GLXY @galaxyhq @GK8_Security #DigitalAssetsBusiness Over [--] year of observation I identified more and more evidence that GK8 is working together with @Citi. Today identified one more trace which made me posting this. Let's see ๐ Disclaimer: I am speculating here. $GLXY @galaxyhq @GK8_Security #DigitalAssetsBusiness Over" [X Link](https://x.com/stefanvanderlux/status/1994762227648520264) 2025-11-29T13:35Z [----] followers, [----] engagements "$GLXY @galaxyhq #DataCenterBusiness #Helios Finally the (current problematic) LEL situation gets ERCOT BoD attention. Hope this siutation will get solved soon ๐ค" [X Link](https://x.com/stefanvanderlux/status/1995812910288056772) 2025-12-02T11:10Z [----] followers, [----] engagements "$GLXY If GLXY's latest money raises are also used to respond to ERCOT's new requirements (comply with LVRT requirements = capex) I applaud them for their anticipation. I expect Ercot's large load request queue to decrease significantly in the next few weeks. Fake players won't want to pay this amount of capex but serious players like Galaxy do. gm @austorms (can't remember Blake's handle ๐ ) With NOGRR [---] now mandating strict ride-through specs for new loads do we have this critical stabilization hardware on-site yet and for how much power under study $GLXY gm @austorms (can't remember" [X Link](https://x.com/stefanvanderlux/status/1995831149734531472) 2025-12-02T12:23Z [----] followers, [----] engagements "@wsfoxley @galaxyhq Why just 3.2GW Will It will be 3.5GW no" [X Link](https://x.com/stefanvanderlux/status/1995892064534548800) 2025-12-02T16:25Z [----] followers, [---] engagements "$GLXY #DataCenterBusiness #Helios Galaxy's tenant $CRWV gets in time its tax abatement application in Dickens County done. This is the next good sign that everything runs according to plan โ $GLXY @galaxyhq #DataCenterBusiness #Helios $CRWV has started to hire for its DC in Afton TX which is leased from Galaxy. We are close fellas stay safe ๐ช๐ค https://t.co/yZvfp3AbjZ $GLXY @galaxyhq #DataCenterBusiness #Helios $CRWV has started to hire for its DC in Afton TX which is leased from Galaxy. We are close fellas stay safe ๐ช๐ค https://t.co/yZvfp3AbjZ" [X Link](https://x.com/stefanvanderlux/status/1996149851042857132) 2025-12-03T09:29Z [----] followers, [----] engagements "$GLXY @galaxyhq #DigitalAssetsBusiness 1/ Today marks an important milestone for Liquid Collective: @galaxyhq has acquired @alluvialfinance and will now assume the role as the Development Company for the protocol. https://t.co/6Y3SgIHstt 1/ Today marks an important milestone for Liquid Collective: @galaxyhq has acquired @alluvialfinance and will now assume the role as the Development Company for the protocol. https://t.co/6Y3SgIHstt" [X Link](https://x.com/stefanvanderlux/status/1996595149216833706) 2025-12-04T14:59Z [----] followers, [----] engagements "$GLXY #DigitalAssetsBusiness #Staking I wonder who these 3-4 companies are which will be the staking partner of $BMNR. Spoiler: have a look at the screenshots (I am 99% sure) C'mon Tom just announce it officially ๐" [X Link](https://x.com/stefanvanderlux/status/1996749321317032110) 2025-12-05T01:11Z [----] followers, [----] engagements "$GLXY Here an overview of the exchanges custodians and asset managers etc. With the Alluvial Finance acquisition Galaxy now controls the code that powers Liquid Collective and gains Alluvials staking tools designed for exchanges custodians and asset managers. $GLXY https://t.co/WbJnn3lYQ4 With the Alluvial Finance acquisition Galaxy now controls the code that powers Liquid Collective and gains Alluvials staking tools designed for exchanges custodians and asset managers. $GLXY https://t.co/WbJnn3lYQ4" [X Link](https://x.com/stefanvanderlux/status/1996872345076760641) 2025-12-05T09:20Z [----] followers, [----] engagements "$GLXY #DataCenterBusiness #HELIOS Google is now pressuring ERCOT regarding large loads. As expected after announcing just recently a $40b investment in Texas. I think this is how the game works. Helios should benefit from it too" [X Link](https://x.com/stefanvanderlux/status/1997328583006511299) 2025-12-06T15:33Z [----] followers, [----] engagements "$GLXY @galaxyhq #DigitalAssetsBusiness No bragging but I informed you about this fund more than [--] weeks ago ๐ https://www.coindesk.com/markets/2025/12/10/state-street-and-galaxy-to-launch-tokenized-liquidity-fund-on-solana-in-2026 $GLXY @galaxyhq #DigitalAssetsBusiness Wow a further on chain fund on the horizon Galaxy will bring State Street an asset manager with 4t AUM on-chain Believe it or not Galaxy is the bridge between the old and new financial world. Congrats @SteveKurz https://t.co/BoTBBxB7oe" [X Link](https://x.com/stefanvanderlux/status/1998911257244823720) 2025-12-11T00:22Z [----] followers, 15K engagements "$GLXY #Helios New transmission lines are nice but (L)VRT is the crucial topic for data center companies which are in Ercot's pending queue for large loads. @datacentredanny I may be wrong (not an electrical engineer or data center guy) but I think Helios approval is hung up for other reasons. The 765kv upgrades may help a harden the grid lines but to my understanding wont reach Helios directly (80 miles away) and the ERCOT approval issue for Helios @datacentredanny I may be wrong (not an electrical engineer or data center guy) but I think Helios approval is hung up for other reasons. The" [X Link](https://x.com/stefanvanderlux/status/1999070571435577836) 2025-12-11T10:55Z [----] followers, [----] engagements "I don't think this is their fault. They were making this statements back then based on Ercot's "old attidude". They couldn't have known that ERCOT had needed so long to figure things out (they were testing things and tinkering for more than [--] months now) I don't blame ERCOT either. It is a completly new situation for them" [X Link](https://x.com/stefanvanderlux/status/1999101003312853001) 2025-12-11T12:56Z [----] followers, [--] engagements "$GLXY @galaxyhq @GK8_Security #DigitialAssetsBusiness Wow GK8's Tokenization Wizard is the engine beneath the State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP). Does GK8 gets finally the spotlight it deserves @Franchise9494 $GLXY @galaxyhq #DigitalAssetsBusiness No bragging but I informed you about this fund more than [--] weeks ago ๐ https://t.co/sEBwLWbiat $GLXY @galaxyhq #DigitalAssetsBusiness No bragging but I informed you about this fund more than [--] weeks ago ๐ https://t.co/sEBwLWbiat" [X Link](https://x.com/stefanvanderlux/status/1999105394170368484) 2025-12-11T13:14Z [----] followers, [----] engagements "@Cliff_Hunter_X The first 800MW can be considered more or less safe (as long as ERCOT won't notice any grid issues in the future). The remaining 2.7GW need to comply with the new (L)VRT requirements for sure" [X Link](https://x.com/stefanvanderlux/status/1999121517498540077) 2025-12-11T14:18Z [----] followers, [---] engagements "$GLXY #DataCenterBusiness #Helios Found several hints that an official announcement regarding Helios Phase [--] (400MW/266MW) is coming very soon. Stay tuned ๐" [X Link](https://x.com/stefanvanderlux/status/2001058499514503539) 2025-12-16T22:34Z [----] followers, 27.1K engagements "$GLXY @galaxyhq #DataCenterBusiness Update from the Helios Campus (Dec 19): - Cooling-pipe system is currently installed - Installation of the diesel backups gens very advanced - Diesel tanks coming in (one was spotted) Keep building ๐ช $GLXY @galaxyhq #Helios Update from the Helios Campus (Nov 07): Great progress on the backup diesel generators and the cooling pipeline system.Just compare the two shots (Sep vs. Nov 07) If those are doneonly the e-houses needs to put into the facility. Imo we are on schedule https://t.co/eijtdck9LU $GLXY @galaxyhq #Helios Update from the Helios Campus (Nov" [X Link](https://x.com/stefanvanderlux/status/2002152234755498345) 2025-12-19T23:01Z [----] followers, 22.7K engagements "@kcazcapital @galaxyhq Took profits on the way up + just recently at the 29$ level. I like to see how things develop in the near future. To name a few factors: the whole AI trade ERCOT situation reg large electronic loads BTC 4y cycle still in play or not possible S&P and Nasdaq correction etc" [X Link](https://x.com/stefanvanderlux/status/2002401643099275504) 2025-12-20T15:32Z [----] followers, [---] engagements "$GLXY #DataCenterBusiness #Helios Demand response will play an important role for Ercot and its large electronic load players incl. Galaxy. Galaxy as is situation: To fulfill Ercot's "requirements" Galaxy can either use their existing diesel back generators or buy and and install a lot of BTM batteries. The latter solution would be a better and more efficient one but also expensive + long lead time to get the BTM batteries. BTW: the demand response also helps with the painful LVRT + large queue situation. Anyway being capable to fulfill the requirements by today is a big positive imo. There" [X Link](https://x.com/stefanvanderlux/status/2003146906143252811) 2025-12-22T16:53Z [----] followers, [----] engagements "$GLXY #DataCenterBusiness #Helios Related puzzle pieces starting to come together. -snip from Galaxy's recent meeting with sell side analysts indicating refi plans -Helios Phase [--] already registered at the Tx Comptroller office -phase [--] financing mentioned in latest SEC filing $GLXY #DataCenterBusiness #Helios Found several hints that an official announcement regarding Helios Phase [--] (400MW/266MW) is coming very soon. Stay tuned ๐ https://t.co/AjVB23sZ1d $GLXY #DataCenterBusiness #Helios Found several hints that an official announcement regarding Helios Phase [--] (400MW/266MW) is coming very" [X Link](https://x.com/stefanvanderlux/status/2003606892975915076) 2025-12-23T23:21Z [----] followers, 10.9K engagements "$GLXY This is the first time I am hearing @novogratz publicly promoting $GLXY as a stock to buy and I do like it.Beside the availability of (data center) power he mentions crypto infra (esp. tokenization) as a mayor catalyst for next 12-18 months. I am a believer in both" [X Link](https://x.com/stefanvanderlux/status/2005826071959134497) 2025-12-30T02:19Z [----] followers, 27.8K engagements "Source: https://youtu.be/WViV-7qf_hcsi=JMURCPuZfQ83Wc_l https://youtu.be/WViV-7qf_hcsi=JMURCPuZfQ83Wc_l" [X Link](https://x.com/stefanvanderlux/status/2005826444136435988) 2025-12-30T02:21Z [----] followers, [----] engagements "$GLXY BTW: This message goes out to all other cry babies out there. Man up @ThomasGM @novogratz Pal for almost [--] years now Ercot tries to figure out on how to handle large electronic loads. It is an unprecedented situation for Ercot as well as all load entities. If you had done ur homework better you would have taken some profit (like I did). Instead you talk like a @ThomasGM @novogratz Pal for almost [--] years now Ercot tries to figure out on how to handle large electronic loads. It is an unprecedented situation for Ercot as well as all load entities. If you had done ur homework better you" [X Link](https://x.com/stefanvanderlux/status/2005829194672910704) 2025-12-30T02:32Z [----] followers, [----] engagements "$GLXY @galaxyhq @glxyresearch Great TV appearance by @ZackPokorny_ representing Galaxy. https://youtu.be/WgGYzGZpn-wsi=Xv2tJZcV7wdX-sZz https://youtu.be/WgGYzGZpn-wsi=Xv2tJZcV7wdX-sZz" [X Link](https://x.com/stefanvanderlux/status/2006746030520545291) 2026-01-01T15:15Z [----] followers, [----] engagements "This a very recent statement by Google and Lancium. $GLXY Pretty wild stat from @SemiAnalysis_ on grid approvals in Texas - over 125GW of load requests have poured in over [----] yet barely 1GW of new loads have been approved to energize. https://t.co/fj5ahKIVPC Pretty wild stat from @SemiAnalysis_ on grid approvals in Texas - over 125GW of load requests have poured in over [----] yet barely 1GW of new loads have been approved to energize. https://t.co/fj5ahKIVPC" [X Link](https://x.com/stefanvanderlux/status/2006765097021313203) 2026-01-01T16:30Z [----] followers, 12.6K engagements "$GLXY #DigitalAssetsBusiness Beside the previously mentioned on-chain credit fund two new funds are currently in the making: - GALAXY OPPORTUNISTIC FUND IV GP LLC - GALAXY FINTECH FUND GP LLC $GLXY @galaxyhq #DigitalAssetsBusiness Tokenizing $GLXY shares was just the beginning Seems to me that Galaxy will launch an On Chain Credit Fund ๐๐ very soon. Spread the word like & follow ๐ค https://t.co/b0CpEsh8il $GLXY @galaxyhq #DigitalAssetsBusiness Tokenizing $GLXY shares was just the beginning Seems to me that Galaxy will launch an On Chain Credit Fund ๐๐ very soon. Spread the word like &" [X Link](https://x.com/stefanvanderlux/status/2008877014686785608) 2026-01-07T12:22Z [----] followers, [----] engagements "$GLXY @galaxyoneapp #DigitalAssetsBusiness Just found evidence that Galaxy made significant progress entering the mortgage / CLO business which is likely related to @galaxyoneapp. Stay tuned ๐ซก Statement from a fellow GLXY investor: "If I had to guess these people are borrowing against their digital assets for fist mortgage loans (to buy a house) and you can invest in that pool of collateral" $GLXY @galaxyhq @galaxyoneapp I am pretty sure GalaxyOne will fix this enabling modern investors to get a mortage ๐ช I think Galaxy already hired a person for this offer which will start soon ๐" [X Link](https://x.com/stefanvanderlux/status/2008916771059757548) 2026-01-07T15:00Z [----] followers, 10.6K engagements "$GLXY #DataCenterBusiness #Helios Ercot likely to demand 100k for 1MW as financial security as a prerequisite for the upcoming batch studies in order to sign an interconnection agreement with a TSP/TDSP. Do the math. Fake applicants will capitulate finally $GLXY If GLXY's latest money raises are also used to respond to ERCOT's new requirements (comply with LVRT requirements = capex) I applaud them for their anticipation. I expect Ercot's large load request queue to decrease significantly in the next few weeks. Fake players won't $GLXY If GLXY's latest money raises are also used to respond to" [X Link](https://x.com/stefanvanderlux/status/2009022385320530180) 2026-01-07T22:00Z [----] followers, [----] engagements "$GLXY #DataCenterBusiness #Helios I've never seen Galaxy participating in an Ercot vote (e.g. for planning guide revision requests). Today is the first time. Interesting. ๐ค" [X Link](https://x.com/stefanvanderlux/status/2009447361555386671) 2026-01-09T02:09Z [----] followers, [----] engagements "$GLXY #GalaxyVentures Stablecoin payments company Rain said it raised $250 million in a new funding round valuing the firm at $1.95 billion. The round was led by ICONIQ with participation from Sapphire Ventures Dragonfly Bessemer Lightspeed and Galaxy Ventures bringing total funding to over Stablecoin payments company Rain said it raised $250 million in a new funding round valuing the firm at $1.95 billion. The round was led by ICONIQ with participation from Sapphire Ventures Dragonfly Bessemer Lightspeed and Galaxy Ventures bringing total funding to over" [X Link](https://x.com/stefanvanderlux/status/2009592941501960566) 2026-01-09T11:47Z [----] followers, [----] engagements "$GLXY #DigitalAssetsBusiness @galaxyoneapp Here the related hints / traces that Galaxy probably enters the mortgage related CLO business. Do they even issue a bond ๐ค This is speculation. DYOR. $GLXY @galaxyoneapp #DigitalAssetsBusiness Just found evidence that Galaxy made significant progress entering the mortgage / CLO business which is likely related to @galaxyoneapp. Stay tuned ๐ซก Statement from a fellow GLXY investor: "If I had to guess these people are $GLXY @galaxyoneapp #DigitalAssetsBusiness Just found evidence that Galaxy made significant progress entering the mortgage / CLO" [X Link](https://x.com/stefanvanderlux/status/2010670253894684829) 2026-01-12T11:08Z [----] followers, [----] engagements "@Galaxian721123 @galaxyoneapp People smarter than me are saying that this business can be very lucrative. What it will mean to the share price I have no idea" [X Link](https://x.com/stefanvanderlux/status/2010673902901768227) 2026-01-12T11:23Z [----] followers, [---] engagements "$GLXY #DataCenterBusiness #Helios This picture was also taken around the same time during the visit of the Clayco CEO in mid December. Look at this beauty ๐ $GLXY @galaxyhq #DataCenterBusiness Update from the Helios Campus (Dec 19): - Cooling-pipe system is currently installed - Installation of the diesel backups gens very advanced - Diesel tanks coming in (one was spotted) Keep building ๐ช https://t.co/F03imFYMtk $GLXY @galaxyhq #DataCenterBusiness Update from the Helios Campus (Dec 19): - Cooling-pipe system is currently installed - Installation of the diesel backups gens very advanced -" [X Link](https://x.com/stefanvanderlux/status/2011191433269526776) 2026-01-13T21:39Z [----] followers, 10.8K engagements "$GLXY #DataCenterBusiness #Helios Galaxy's reaction to Ercot's new fault ride through requirements (incl. LVRT). Mastering those requirements quick could be an edge. Overall I do like this quick reaction - hiring an expert without any fafo" [X Link](https://x.com/stefanvanderlux/status/2011213503785550002) 2026-01-13T23:07Z [----] followers, [----] engagements "$GLXY I was sceptical for a while due to the ERCOT situation (rightfully so). But I re-added [------] shares at around [----] today. Ready to add more in case of dips. $GLXY just completed ERCOT interconnection studies and secured approval for an additional [---] MWof power at our Helios data center campus in West Texas That brings us to 1.6+ GW of approved power capacity with [---] MW already committed to CoreWeave. This puts Helios among the $GLXY just completed ERCOT interconnection studies and secured approval for an additional [---] MWof power at our Helios data center campus in West Texas That" [X Link](https://x.com/stefanvanderlux/status/2011838995211207090) 2026-01-15T16:32Z [----] followers, 11.5K engagements "Novo's statement vs. Hester's statement ๐ค https://x.com/i/status/2013748377843048813 The dynamics of yield in the stable coin bill are fascinating and might cost the bill. Politics over good policy. Banks dont want the crypto platforms to be able to give rewards to users (Genius which is law allows that). If the bill is killed status quo is what they seem https://x.com/i/status/2013748377843048813 The dynamics of yield in the stable coin bill are fascinating and might cost the bill. Politics over good policy. Banks dont want the crypto platforms to be able to give rewards to users (Genius" [X Link](https://x.com/stefanvanderlux/status/2013783750430048699) 2026-01-21T01:20Z [----] followers, [----] engagements "$GLXY @galaxyhq #DataCenterBusiness #Helios Clayco's Helios workforce has increased from [---] to [----] and now even 1300+ people. I think Galaxy is pushing the timeline Doesn't mean Galaxy gets Helios Phase [--] done in [----] but efforts are there for sure. This next 830MW for $GLXY is a huge deal. The market is red hot for power and we have seen leases continue to improve over the course of [----]. [----] is setting up as a great year for $GLXY on the datacenter side: - 600MW built for $CRWV in [----] (assuming they accelerate Phase This next 830MW for $GLXY is a huge deal. The market is red hot for" [X Link](https://x.com/stefanvanderlux/status/2011964988831760703) 2026-01-16T00:53Z [----] followers, 13.8K engagements "@MrHasty3 @galaxyoneapp I do agree with you opinion. But the return on MD who has clearly an India focus got my attention. But like I said this is just speculation" [X Link](https://x.com/stefanvanderlux/status/2016865411640316409) 2026-01-29T13:26Z [----] followers, [--] engagements "$GLXY @AllUnityStable Have a look how huge the AllUnity team has become Insane ๐คฏ Reminder: Target go live date of AllUnity's uro stablecoin is July [--] [----]. It will be first BaFin (Germany's financial regulator) regulated stablecoin" [X Link](https://x.com/anyuser/status/1937911859438592312) 2025-06-25T16:32Z [----] followers, [----] engagements "@AllUnityStable AllUnity is making big steps prior to the launch of their EUR stable coin $EURAU. $GLXY owns a 33% stake in AllUnity. 1/ ๐จ Partnership Announcement AllUnity ๐คTradevest Were proud to announce that AllUnity has partnered with Tradevest to launch EURAU our euro-denominated stablecoin into regulated digital asset markets. ๐งต๐ Heres what it means https://t.co/ZTVxEHkYXR 1/ ๐จ Partnership Announcement AllUnity ๐คTradevest Were proud to announce that AllUnity has partnered with Tradevest to launch EURAU our euro-denominated stablecoin into regulated digital asset markets. ๐งต๐" [X Link](https://x.com/stefanvanderlux/status/1947561773764133065) 2025-07-22T07:38Z [----] followers, [---] engagements "@AllUnityStable @galaxyhq $GLXY A preview for AllUnity's euro-denominated stablecoin $EURAU is now available on @CoinMarketCap. According to the preview $EURAU will be launched next Tuesday July 29th. Galaxy has a 33% stake in AllUnity" [X Link](https://x.com/stefanvanderlux/status/1949251050931667170) 2025-07-26T23:30Z [----] followers, [----] engagements "@AllUnityStable @galaxyhq $GLXY Wow AllUnity's stable coin $EURAU could reach double-digit billions in [----] ๐ Galaxy has a 33% stake in AllUnity. Source: @block_stories" [X Link](https://x.com/stefanvanderlux/status/1950532747765952876) 2025-07-30T12:23Z [----] followers, [----] engagements "$GLXY @galaxyhq #Helios In order to back up the previous post please have a look at the screen shot. The efficiency gains based on new GPUs models in this short period of time is just insane. Almost seems to me that H100s are yesterday's Nokia [----] cell phones ๐ Again as a $GLXY investor I am very happy that Galaxy's Management has made the decision not to buy any GPUs. Not following any shiny objects just focussing on the underlying power related infrastructure. $GLXY @galaxyhq Please take [--] min of your time and read this insightful conversation about AI / HPC related hardware. Next as a" [X Link](https://x.com/anyuser/status/1965175949294797233) 2025-09-08T22:10Z [----] followers, 20.2K engagements "$GLXY @galaxyhq @AllUnityStable #DigitalAssetsBusiness Huge news ๐ข $EURAU is now listed on a major european crypto exchange. Galaxy has a 33% stake in AllUnity. ๐EURAU is now available on Bitpanda - The new stable standard by @AllUnityStable ๐100% reserved with a multi-bank full reserve model. Its fully MiCAR-aligned featuring proof-of-reserves and regulatory reporting enabling 24/7 real-time settlement across borders and native https://t.co/UDzyEuxuoX ๐EURAU is now available on Bitpanda - The new stable standard by @AllUnityStable ๐100% reserved with a multi-bank full reserve model. Its" [X Link](https://x.com/stefanvanderlux/status/1968613939006124503) 2025-09-18T09:51Z [----] followers, [----] engagements "@DCryptDeezNutz @RichLoPresti @CryptJynx" [X Link](https://x.com/anyuser/status/1980254420664250594) 2025-10-20T12:46Z [----] followers, 28.7K engagements "$GLXY NOVOGRATZS GALAXY TO LAUNCH $100MN CRYPTO HEDGE FUND $100mn NOVOGRATZS GALAXY TO LAUNCH $100MN CRYPTO HEDGE FUND $100mn" [X Link](https://x.com/stefanvanderlux/status/2013857689101574608) 2026-01-21T06:14Z [----] followers, [----] engagements "$GLXY I see you ๐" [X Link](https://x.com/stefanvanderlux/status/1900266181736432027) 2025-03-13T19:22Z [----] followers, 20.5K engagements "$GLXY LFG ๐ฅ" [X Link](https://x.com/stefanvanderlux/status/1917540080446591064) 2025-04-30T11:22Z [----] followers, [----] engagements "$GLXY The president and CEO of @StateStreetGA highlights the partnerships with @galaxyhq beside other titans like Blackstone and Bridgewater. Take a minute and think about that " [X Link](https://x.com/anyuser/status/1937514277734121776) 2025-06-24T14:12Z [----] followers, 13.4K engagements "$GLXY @galaxyhq https://cryptonews.com/news/peter-thiel-backed-crypto-exchange-bullish-files-for-u-s-ipo-on-nyse/ $GLXY owns 1% of Bullish $BLSH into a $4.2B IPO. Found money everywhere everyday ๐๐๐ https://t.co/3WLhCphnn5 https://cryptonews.com/news/peter-thiel-backed-crypto-exchange-bullish-files-for-u-s-ipo-on-nyse/ $GLXY owns 1% of Bullish $BLSH into a $4.2B IPO. Found money everywhere everyday ๐๐๐ https://t.co/3WLhCphnn5" [X Link](https://x.com/anyuser/status/1952434655271031024) 2025-08-04T18:21Z [----] followers, 10.1K engagements "$GLXY @galaxyhq Smelling a lot of fees maybe even recurring. Yummy ๐คค $BMNR OFFERING $20 BILLION TO BUY ETHEREUM: https://t.co/EAWqSuMZcF https://t.co/cCB7JjPnty $BMNR OFFERING $20 BILLION TO BUY ETHEREUM: https://t.co/EAWqSuMZcF https://t.co/cCB7JjPnty" [X Link](https://x.com/stefanvanderlux/status/1955254832933019906) 2025-08-12T13:07Z [----] followers, 32.3K engagements "$GLXY @galaxyhq It all makes sense now. Whenever Galaxy needs help in Texas they go to uncle Doug (150m distance). Just a coincidence I don't think so ๐๐ Couldnt be more excited to welcome Doug to the board.Hes a true Texan we figured we needed some of that DNA given our ambitions in the Lonestar state. Galaxy Digital Holdings Ltd. - Galaxy Announces the Appointment of Doug Deason to Board of Directors https://t.co/er0N7QQM8b Couldnt be more excited to welcome Doug to the board.Hes a true Texan we figured we needed some of that DNA given our ambitions in the Lonestar state. Galaxy Digital" [X Link](https://x.com/anyuser/status/1957571268477108311) 2025-08-18T22:32Z [----] followers, 12.8K engagements "$GLXY I see you ๐" [X Link](https://x.com/anyuser/status/1962317539209339092) 2025-09-01T00:52Z [----] followers, 18.4K engagements "$GLXY @galaxyhq #Helios Galaxy's Helios is positioned to play a critical role in Training and servicing next-gen AI models ๐ฏ" [X Link](https://x.com/anyuser/status/1970941478492045780) 2025-09-24T20:00Z [----] followers, [----] engagements "$GLXY The (re)/launch of GalaxyOne must be very close. Also note Zac's Twitter handle change ๐ https://t.co/v8HVDnFkvy https://t.co/v8HVDnFkvy" [X Link](https://x.com/anyuser/status/1975143719717441959) 2025-10-06T10:18Z [----] followers, 10.3K engagements "$GLXY Just wow $GLXY Galaxy Announces Third Quarter [----] Financial Results: https://t.co/8aMqqDfDr4 https://t.co/G0m1XHUk4t $GLXY Galaxy Announces Third Quarter [----] Financial Results: https://t.co/8aMqqDfDr4 https://t.co/G0m1XHUk4t" [X Link](https://x.com/anyuser/status/1980597984078205139) 2025-10-21T11:32Z [----] followers, 21.7K engagements "$GLXY Patiently waiting" [X Link](https://x.com/anyuser/status/1980611992583840110) 2025-10-21T12:27Z [----] followers, [----] engagements "$GLXY Added [----] shares at 3610$. Please don't chop my head off ๐ซฃ" [X Link](https://x.com/anyuser/status/1981037181947777322) 2025-10-22T16:37Z [----] followers, [----] engagements "$GLXY @galaxyhq So 1.3b now ๐" [X Link](https://x.com/anyuser/status/1984005274576015545) 2025-10-30T21:11Z [----] followers, 28.9K engagements "$GLXY @galaxyhq Galaxy Digital (GLXY) PT Raised to $48 at Jefferies I have a good feeling that I added to my position on Friday Monday Tuesday and today ๐ https://www.streetinsider.com/Analyst+Comments/Galaxy+Digital+%28GLXY%29+PT+Raised+to+%2448+at+Jefferies/25598407.html https://www.streetinsider.com/Analyst+Comments/Galaxy+Digital+%28GLXY%29+PT+Raised+to+%2448+at+Jefferies/25598407.html" [X Link](https://x.com/stefanvanderlux/status/1988726675971141914) 2025-11-12T21:52Z [----] followers, 14.4K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@stefanvanderlux StefanVanderLuxStefanVanderLux posts on X about $glxy, in the, crypto, helios the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence stocks 81.37% finance 27.45% countries 3.92% technology brands 2.94% exchanges 1.96% currencies 1.96% cryptocurrencies 1.96% financial services 0.98% nfts 0.98% social networks 0.98%
Social topic influence $glxy 79.41%, in the 5.88%, crypto 4.9%, helios 4.9%, money 4.9%, $crwv 4.9%, galaxy digital 3.92%, tokenization 3.92%, ai 3.92%, $eurau 3.92%
Top accounts mentioned or mentioned by @galaxyhq @galaxyoneapp @novogratz @austorms @vinylemobile @allunitystable @aridiculosidea @gk8security @stevekurz @gamesetmax @brianwright21 @simonsaysbtc @citi @blakerking93 @statestreetga @investreality @thedrdan @rangersfan11 @reignots @dararah1m
Top assets mentioned Galaxy Digital Inc. (GLXY) CoreWeave, Inc (CRWV) EXODUS MOVEMENT INC A (EXOD) BITMINE IMMERSION TECH (BMNR) Alphabet Inc Class A (GOOGL) ServiceNow Inc (NOW) Now Coin (NOW) Nakamigos (nakamigos) KKR & Co, Inc. (KKR)
Top posts by engagements in the last [--] hours
"$GLXY @galaxyhq @galaxyoneapp Another great TV appearance by Zac Prince Head of GalaxyOne. He's doing a fantastic job representing Galaxy as brand the Galaxy story itself and what the benefits of GalaxyOne are. https://www.bloomberg.com/news/videos/2025-10-15/blockfi-founder-prince-returns-to-lead-galaxyone-video https://www.bloomberg.com/news/videos/2025-10-15/blockfi-founder-prince-returns-to-lead-galaxyone-video"
X Link 2025-10-16T00:06Z [----] followers, [----] engagements
"$GLXY #DigitialAssetsBusiness #Lending Galaxy just entered a master digital currency loan agreement with Exodus Movement. Based on one of the latest GalaxyOne statements we know now that GLXY earns more than 8% on a loan. Congrats @Game_Set_Max $GLXY @galaxyhq Did you know that a loan to Gemini makes about 10%-ish of Galaxy's loan book Don't worry it's always over-collateralized ๐ Almost everytime a crypto company faces financial difficulties it approaches $GLXY ๐. Happened many times before. Lesson in here ๐ https://t.co/juypZ2J5iH $GLXY @galaxyhq Did you know that a loan to Gemini makes"
X Link 2025-11-11T00:19Z [----] followers, 21.3K engagements
"$GLXY @galaxyhq #DigitalAssetsBusiness Interesting seems like Galaxy mgmt is cooking in the backyard. First entering the Middle East now India. This MD is even a returner. Seems like Novo and Ferraro had some good arguments to get him back on GLXY's spaceship ๐"
X Link 2026-01-26T23:43Z [----] followers, 11.4K engagements
"$GLXY Welcome to Atlanta ๐"
X Link 2026-01-27T00:22Z [----] followers, [----] engagements
"$GLXY @galaxyoneapp Speculation: Seems like the GalaxyOne app will be rolled out in India soon. Just linking my previous post with these job offers (1+1). $GLXY @galaxyhq #DigitalAssetsBusiness Interesting seems like Galaxy mgmt is cooking in the backyard. First entering the Middle East now India. This MD is even a returner. Seems like Novo and Ferraro had some good arguments to get him back on GLXY's spaceship ๐ https://t.co/c9Sdm7ojaW $GLXY @galaxyhq #DigitalAssetsBusiness Interesting seems like Galaxy mgmt is cooking in the backyard. First entering the Middle East now India. This MD is"
X Link 2026-01-29T12:31Z [----] followers, [----] engagements
"$GLXY #DataCenterBusiness #Helios These are the small houses for the [----] construction workers which Galaxy has rented from Target Hospitality which are on the campus right next to the Helios data center"
X Link 2026-01-30T23:01Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DataCenterBusiness #Helios I recently shared that Galaxy has increased their construction workers from [---] โก 1000โก 1300+ Here the update: Based on this find the current construction workers are roughly 2000๐ฑ $GLXY #DataCenterBusiness #Helios These are the small houses for the [----] construction workers which Galaxy has rented from Target Hospitality which are on the campus right next to the Helios data center. https://t.co/qYOUXpWnlW $GLXY #DataCenterBusiness #Helios These are the small houses for the [----] construction workers which Galaxy has rented from Target Hospitality"
X Link 2026-01-30T23:09Z [----] followers, [----] engagements
"$GLXY @galaxyhq On Oct [--] they bought 12.777.778 shares for 36$ a share but they are holding 15.5m shares now (if not sold). So if I understand these screenshots correctly Capital Group added around 2.8m shares ๐ซก"
X Link 2026-02-02T15:21Z [----] followers, [----] engagements
"$GLXY @novogratz I hope you adequately hedged your company's portfolio too ๐ (This is a screenshot of a podcast from end of Sep 2025)"
X Link 2026-02-02T17:05Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DataCenterBusiness Congratulations @austorms and @brian_wright21 for becoming part of Galaxy's Senior Management Team. Well deserved ๐๐ผ"
X Link 2026-02-04T12:08Z [----] followers, [----] engagements
"@invest_reality @theDr_Dan Are you really describe Galaxy Digital as a custodian Interesting ๐ค"
X Link 2026-02-05T00:18Z [----] followers, [--] engagements
"@SimonSaysBTC @rangersfan_11 Best execution I am aware of ๐ค"
X Link 2026-02-06T10:41Z [----] followers, [--] engagements
"$GLXY King Cow ๐ The last time $GLXY shares were as distressed as they are now was back in September [----]. Galaxy issued a NCIB notice to buy back shares kicking off a massive 600% share price appreciation over the following [--] months. See below. The white vertical line is the date. https://t.co/iCrygM1ocK The last time $GLXY shares were as distressed as they are now was back in September [----]. Galaxy issued a NCIB notice to buy back shares kicking off a massive 600% share price appreciation over the following [--] months. See below. The white vertical line is the date. https://t.co/iCrygM1ocK"
X Link 2026-02-06T15:38Z [----] followers, [----] engagements
"@Reignots I am long $NOW As an IT consultant myself I don't see any LLM replacing ServiceNow anytime soon ๐ค"
X Link 2026-02-08T23:54Z [----] followers, [---] engagements
"@dararah1m @novogratz I refuse to spoon-feed people who call themself longtime shareholders not knowing what Galaxy is doing in the crypto space. It is a shame"
X Link 2025-11-06T00:30Z [----] followers, [---] engagements
"@aridiculosidea @Vinyle_mobile Added again today Going to re-increase my $GLXY allocation ๐ซก"
X Link 2025-11-07T22:11Z [----] followers, [---] engagements
"@aridiculosidea @CryptosisIntel @Vinyle_mobile I used this chart for my adding decisions (added Tuesday at [---] and today at 2935) This is more a trader's chartbut we can see a lot of confluent support from 30-29 USD: - 30$ big prv. S/R Level - Ac-vwap (June low) - VPOC of the vol-profile-zone - falling shannel support"
X Link 2025-11-07T22:32Z [----] followers, [--] engagements
"@Vinyle_mobile @aridiculosidea I took some profits on the way up and a bigger chunk before the turmoil (Canada ad China trade tensions). Quite happy with my move. Ready to put the money back to work"
X Link 2025-11-07T23:03Z [----] followers, [---] engagements
"$GLXY @galaxyhq #DataCenterBusiness #Helios Imo the mentioned 3rd party is CoreSci def. not Galaxy. Reasoning: There is no way $CRWV has forecasted any revenues for Q42025 which are generated from the Helios lease. $CRWV FALLS 8% AFTER ANNOUNCING DELAYES THAT WILL IMPACT Q4 RESULTS https://t.co/E2OkQwNpQK $CRWV FALLS 8% AFTER ANNOUNCING DELAYES THAT WILL IMPACT Q4 RESULTS https://t.co/E2OkQwNpQK"
X Link 2025-11-10T23:35Z [----] followers, [----] engagements
"$GLXY @galaxyhq @GK8_Security #DigitalAssetsBusiness Over [--] year of observation I identified more and more evidence that GK8 is working together with @Citi. Today identified one more trace which made me posting this. Let's see ๐ Disclaimer: I am speculating here. @SteveKurz Well ole mikey boy let slip that partnerships are incoming hahaha. I can only imagine how busy you have been. @SteveKurz Well ole mikey boy let slip that partnerships are incoming hahaha. I can only imagine how busy you have been"
X Link 2025-11-11T00:49Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DataCenterBusiness ๐ช and โ
we are rooting for you Bring some new DC sites home to the ๐"
X Link 2025-11-12T23:56Z [----] followers, [----] engagements
"$GLXY @galaxyhq #InvestmentBanking Despite of a cooling crypto market Galaxy is all over place. In this case as book runner / co-manager for a private placement. Congrats on the assignment @michaelashe23"
X Link 2025-11-13T13:00Z [----] followers, [----] engagements
"$GLXY @novogratz ๐คฃ๐คฃ๐คฃ Hahahaha i almost spit out my drink laughing when @novogratz made the cnbc interview remark on @FloodCapital interview. Cows are gentle Mike I assure you. We just moo loudly sometimes. But the smart cows can see what you've built and appreciate you for your integrity. ๐ฎ๐๐ป Hahahaha i almost spit out my drink laughing when @novogratz made the cnbc interview remark on @FloodCapital interview. Cows are gentle Mike I assure you. We just moo loudly sometimes. But the smart cows can see what you've built and appreciate you for your integrity. ๐ฎ๐๐ป"
X Link 2025-11-13T13:02Z [----] followers, 17.1K engagements
"Ngl buying this $GLXY dip with size the last few days is scary especially today. @ChelApples GM Chel I am buying like a mad man. Hoping it turns out to be positive ๐ค @ChelApples GM Chel I am buying like a mad man. Hoping it turns out to be positive ๐ค"
X Link 2025-11-13T17:28Z [----] followers, [----] engagements
"@madridraptor Today's feelings and emotions reminds me of the tariffs low in April"
X Link 2025-11-13T17:37Z [----] followers, [--] engagements
"$GLXY @galaxyhq #DataCenterBusiness #Helios . (For the construction project for phase I) we are on budget and on time โ
Plans and potentinal projections are sweet but the actual real execution matters Thx for the update @jonathan_mg27 ๐ค Source: @theMiningPod"
X Link 2025-11-14T16:45Z [----] followers, [----] engagements
"@austorms @Vinyle_mobile @brian_wright21 Hmmm. Maybe it is worth my time doing some combing / digging here ๐"
X Link 2025-11-14T19:22Z [----] followers, [---] engagements
"Hi @austorms hi @blakerking93 what are your thoughts on the latest Aurora Energy Research analysis which they performed for ERCOT. I am particular interested in the Demand Side Repsonse recommendations. Is this feasible for big DCs like Helios @Vinyle_mobile After reviewing the NERC report from Dominions near miss event in [--] (https://t.co/hKXqY0AxKB) @blakerking93 and I spent a lot of time with our design partners and vendors on LVRT capabilities. The standard is still evolving but we like our reference design. @Vinyle_mobile After reviewing the NERC report from Dominions near miss event in"
X Link 2025-11-16T23:42Z [----] followers, [----] engagements
"Source: https://www.ercot.com/files/MarketNotice/2025/11/310252/Aurora%20Assessment%20of%20Resource%20Adequacy%20Needs%20in%20ERCOT%20Region%20and%20Impact%20of%20Market%20Design%20Changes%20%282025.11.10%29.pdf https://www.ercot.com/files/MarketNotice/2025/11/310252/Aurora%20Assessment%20of%20Resource%20Adequacy%20Needs%20in%20ERCOT%20Region%20and%20Impact%20of%20Market%20Design%20Changes%20%282025.11.10%29.pdf"
X Link 2025-11-16T23:43Z [----] followers, [---] engagements
"$GLXY Added some shares at 2414$. Will add more if price drops further"
X Link 2025-11-17T19:57Z [----] followers, [----] engagements
"$GLXY @galaxyhq @DataCenterBusiness #Helios For everybody who's wondering why Galaxy's mgmt raised so much money lately. - I highly assume they need it for the financing negotiations for phase II - They already secured (and probably paid) for some expensive infrastructure (diesel generators circuit breakers)* *And don't forget Phase II is about 260MWs. So double the amount of the diesel generators (240) and double the amount of circuit breakers. We are talking about several hundert millions here maybe 500mm (rough estimation)"
X Link 2025-11-17T21:26Z [----] followers, [----] engagements
"$GLXY @galaxyhq Analyst Mark Palmer from Bechmark: "Galaxy is our top pick in the space." Source: https://finance.yahoo.com/video/2-reasons-analyst-likes-galaxy-163033784.html https://finance.yahoo.com/video/2-reasons-analyst-likes-galaxy-163033784.html"
X Link 2025-11-18T19:07Z [----] followers, 11.4K engagements
"@LucaRoland_ @galaxyhq @Nakamigos ๐"
X Link 2025-11-18T21:46Z [----] followers, [---] engagements
"$GLXY You can laugh about me later when price nukes further. Just wanted to let u known that I added at [----] (haven't given up yet)"
X Link 2025-11-21T16:38Z [----] followers, [----] engagements
"$GLXY @galaxyhq https://grannyshots.com/fundstrat-granny-shots-us-small-mid-cap-etf/grnj-holdings/ $GLXY made it into @fundstrat's new SMID ETF $GRNJ https://grannyshots.com/fundstrat-granny-shots-us-small-mid-cap-etf/grnj-holdings/ $GLXY made it into @fundstrat's new SMID ETF $GRNJ"
X Link 2025-11-22T00:03Z [----] followers, 11.7K engagements
"@valerijatrades1 Every investor in Galaxy needs to make the experience at least once. ๐คฃ๐ฌ"
X Link 2025-11-22T15:31Z [----] followers, [---] engagements
"$GLXY @galaxyhq #DigitalAssetsBusiness Wow a further on chain fund on the horizon Galaxy will bring State Street an asset manager with 4t AUM on-chain Believe it or not Galaxy is the bridge between the old and new financial world. Congrats @SteveKurz $GLXY @galaxyhq @SteveKurz She does it again now even on Bloomberg TV. The president and CEO of @StateStreetGA highlights the partnership with Galaxy. More to come in the future maybe on tokenization ๐ https://t.co/XyZOrXwgLY $GLXY @galaxyhq @SteveKurz She does it again now even on Bloomberg TV. The president and CEO of @StateStreetGA highlights"
X Link 2025-11-22T16:14Z [----] followers, 10.1K engagements
"$GLXY @galaxyhq #DigitalAssetsBusiness Here is an update on the lending agreem. w. Exodus - 60m with a 9% interest rate Also some insightful details on how adults like GLXY always over-collateralizes their loans This also proves how GLXY can provide the APY for @galaxyoneapp $GLXY #DigitialAssetsBusiness #Lending Galaxy just entered a master digital currency loan agreement with Exodus Movement. Based on one of the latest GalaxyOne statements we know now that GLXY earns more than 8% on a loan. Congrats @Game_Set_Max https://t.co/hm8o2tPKTR $GLXY #DigitialAssetsBusiness #Lending Galaxy just"
X Link 2025-11-23T13:16Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DataCenterBusiness #Helios $CRWV has started to hire for its DC in Afton TX which is leased from Galaxy. We are close fellas stay safe ๐ช๐ค"
X Link 2025-11-25T15:32Z [----] followers, 27.7K engagements
"$GLXY @galaxyhq #DataCenterBusiness #Helios Seeing this particular QOZ LLC was formed on Oct [--] is a very positive sign that the negotiations regarding the financing of Helios phase [--] it a very advanced stage. IYKYK"
X Link 2025-11-25T22:04Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DataCenterBusiness Imo GLXY is capable of delivering phase [--] in [----]. Reasoning: GLXY spent almost 4-5 months of time for activities which aren't required anymore for phase [--] for example - DD & several RFIs and RFPs for laying out the fiber route to Dallas - DD & several RFIs and RFPs reg. hiring their general contractor Clayco - DD & several RFI and RFP reg selecting the appropriate backup diesel generators - all activities which they performed their financial advisor Newmark - building relationships with potential financing partners (e.g. Deutsche Bank and others) - hiring"
X Link 2025-11-26T21:33Z [----] followers, 14.1K engagements
"$GLXY @galaxyhq #DataCenterBusiness Seems like KKR and I share the same opinion โ๐ "The true winners are not the companies renting capacity but those who own the physical bottlenecks: Power Land Grid Interconnects and Permits." Based on the KKR report "AI Infrastructure" here are the key takeaways regarding durable AI winners and the publicly traded companies that fit these criteria. Part 1: Takeaways on Durable AI Winners $KKR argues that while there is "froth" in the AI market the physical Based on the KKR report "AI Infrastructure" here are the key takeaways regarding durable AI winners"
X Link 2025-11-26T22:17Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DataCenterBusiness #Helios Grok also thinks that Galaxy is able to build a powered 400MW data hall / data center facility (Helios Phase 2) in [--] months F it - I wanna believe ๐ ๐ ๐ช๐ช๐ช $GLXY @galaxyhq #DataCenterBusiness Imo GLXY is capable of delivering phase [--] in [----]. Reasoning: GLXY spent almost 4-5 months of time for activities which aren't required anymore for phase [--] for example - DD & several RFIs and RFPs for laying out the fiber route to Dallas - https://t.co/o0njUX00JK $GLXY @galaxyhq #DataCenterBusiness Imo GLXY is capable of delivering phase [--] in 2026."
X Link 2025-11-28T22:24Z [----] followers, [----] engagements
"$GLXY @galaxyhq @GK8_Security #DigitalAssetsBusiness Don't sleep on Galaxy's GK8. Its visibility as a custody and tokenization player is continously growing. GK8 has been just named the winner of the "Innovation of the DA Custody" award. I expect huge announcements in [----] ๐ฎ $GLXY @galaxyhq @GK8_Security #DigitalAssetsBusiness Over [--] year of observation I identified more and more evidence that GK8 is working together with @Citi. Today identified one more trace which made me posting this. Let's see ๐ Disclaimer: I am speculating here. $GLXY @galaxyhq @GK8_Security #DigitalAssetsBusiness Over"
X Link 2025-11-29T13:35Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DataCenterBusiness #Helios Finally the (current problematic) LEL situation gets ERCOT BoD attention. Hope this siutation will get solved soon ๐ค"
X Link 2025-12-02T11:10Z [----] followers, [----] engagements
"$GLXY If GLXY's latest money raises are also used to respond to ERCOT's new requirements (comply with LVRT requirements = capex) I applaud them for their anticipation. I expect Ercot's large load request queue to decrease significantly in the next few weeks. Fake players won't want to pay this amount of capex but serious players like Galaxy do. gm @austorms (can't remember Blake's handle ๐
) With NOGRR [---] now mandating strict ride-through specs for new loads do we have this critical stabilization hardware on-site yet and for how much power under study $GLXY gm @austorms (can't remember"
X Link 2025-12-02T12:23Z [----] followers, [----] engagements
"@wsfoxley @galaxyhq Why just 3.2GW Will It will be 3.5GW no"
X Link 2025-12-02T16:25Z [----] followers, [---] engagements
"$GLXY #DataCenterBusiness #Helios Galaxy's tenant $CRWV gets in time its tax abatement application in Dickens County done. This is the next good sign that everything runs according to plan โ $GLXY @galaxyhq #DataCenterBusiness #Helios $CRWV has started to hire for its DC in Afton TX which is leased from Galaxy. We are close fellas stay safe ๐ช๐ค https://t.co/yZvfp3AbjZ $GLXY @galaxyhq #DataCenterBusiness #Helios $CRWV has started to hire for its DC in Afton TX which is leased from Galaxy. We are close fellas stay safe ๐ช๐ค https://t.co/yZvfp3AbjZ"
X Link 2025-12-03T09:29Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DigitalAssetsBusiness 1/ Today marks an important milestone for Liquid Collective: @galaxyhq has acquired @alluvialfinance and will now assume the role as the Development Company for the protocol. https://t.co/6Y3SgIHstt 1/ Today marks an important milestone for Liquid Collective: @galaxyhq has acquired @alluvialfinance and will now assume the role as the Development Company for the protocol. https://t.co/6Y3SgIHstt"
X Link 2025-12-04T14:59Z [----] followers, [----] engagements
"$GLXY #DigitalAssetsBusiness #Staking I wonder who these 3-4 companies are which will be the staking partner of $BMNR. Spoiler: have a look at the screenshots (I am 99% sure) C'mon Tom just announce it officially ๐"
X Link 2025-12-05T01:11Z [----] followers, [----] engagements
"$GLXY Here an overview of the exchanges custodians and asset managers etc. With the Alluvial Finance acquisition Galaxy now controls the code that powers Liquid Collective and gains Alluvials staking tools designed for exchanges custodians and asset managers. $GLXY https://t.co/WbJnn3lYQ4 With the Alluvial Finance acquisition Galaxy now controls the code that powers Liquid Collective and gains Alluvials staking tools designed for exchanges custodians and asset managers. $GLXY https://t.co/WbJnn3lYQ4"
X Link 2025-12-05T09:20Z [----] followers, [----] engagements
"$GLXY #DataCenterBusiness #HELIOS Google is now pressuring ERCOT regarding large loads. As expected after announcing just recently a $40b investment in Texas. I think this is how the game works. Helios should benefit from it too"
X Link 2025-12-06T15:33Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DigitalAssetsBusiness No bragging but I informed you about this fund more than [--] weeks ago ๐ https://www.coindesk.com/markets/2025/12/10/state-street-and-galaxy-to-launch-tokenized-liquidity-fund-on-solana-in-2026 $GLXY @galaxyhq #DigitalAssetsBusiness Wow a further on chain fund on the horizon Galaxy will bring State Street an asset manager with 4t AUM on-chain Believe it or not Galaxy is the bridge between the old and new financial world. Congrats @SteveKurz https://t.co/BoTBBxB7oe"
X Link 2025-12-11T00:22Z [----] followers, 15K engagements
"$GLXY #Helios New transmission lines are nice but (L)VRT is the crucial topic for data center companies which are in Ercot's pending queue for large loads. @datacentredanny I may be wrong (not an electrical engineer or data center guy) but I think Helios approval is hung up for other reasons. The 765kv upgrades may help a harden the grid lines but to my understanding wont reach Helios directly (80 miles away) and the ERCOT approval issue for Helios @datacentredanny I may be wrong (not an electrical engineer or data center guy) but I think Helios approval is hung up for other reasons. The"
X Link 2025-12-11T10:55Z [----] followers, [----] engagements
"I don't think this is their fault. They were making this statements back then based on Ercot's "old attidude". They couldn't have known that ERCOT had needed so long to figure things out (they were testing things and tinkering for more than [--] months now) I don't blame ERCOT either. It is a completly new situation for them"
X Link 2025-12-11T12:56Z [----] followers, [--] engagements
"$GLXY @galaxyhq @GK8_Security #DigitialAssetsBusiness Wow GK8's Tokenization Wizard is the engine beneath the State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP). Does GK8 gets finally the spotlight it deserves @Franchise9494 $GLXY @galaxyhq #DigitalAssetsBusiness No bragging but I informed you about this fund more than [--] weeks ago ๐ https://t.co/sEBwLWbiat $GLXY @galaxyhq #DigitalAssetsBusiness No bragging but I informed you about this fund more than [--] weeks ago ๐ https://t.co/sEBwLWbiat"
X Link 2025-12-11T13:14Z [----] followers, [----] engagements
"@Cliff_Hunter_X The first 800MW can be considered more or less safe (as long as ERCOT won't notice any grid issues in the future). The remaining 2.7GW need to comply with the new (L)VRT requirements for sure"
X Link 2025-12-11T14:18Z [----] followers, [---] engagements
"$GLXY #DataCenterBusiness #Helios Found several hints that an official announcement regarding Helios Phase [--] (400MW/266MW) is coming very soon. Stay tuned ๐"
X Link 2025-12-16T22:34Z [----] followers, 27.1K engagements
"$GLXY @galaxyhq #DataCenterBusiness Update from the Helios Campus (Dec 19): - Cooling-pipe system is currently installed - Installation of the diesel backups gens very advanced - Diesel tanks coming in (one was spotted) Keep building ๐ช $GLXY @galaxyhq #Helios Update from the Helios Campus (Nov 07): Great progress on the backup diesel generators and the cooling pipeline system.Just compare the two shots (Sep vs. Nov 07) If those are doneonly the e-houses needs to put into the facility. Imo we are on schedule https://t.co/eijtdck9LU $GLXY @galaxyhq #Helios Update from the Helios Campus (Nov"
X Link 2025-12-19T23:01Z [----] followers, 22.7K engagements
"@kcazcapital @galaxyhq Took profits on the way up + just recently at the 29$ level. I like to see how things develop in the near future. To name a few factors: the whole AI trade ERCOT situation reg large electronic loads BTC 4y cycle still in play or not possible S&P and Nasdaq correction etc"
X Link 2025-12-20T15:32Z [----] followers, [---] engagements
"$GLXY #DataCenterBusiness #Helios Demand response will play an important role for Ercot and its large electronic load players incl. Galaxy. Galaxy as is situation: To fulfill Ercot's "requirements" Galaxy can either use their existing diesel back generators or buy and and install a lot of BTM batteries. The latter solution would be a better and more efficient one but also expensive + long lead time to get the BTM batteries. BTW: the demand response also helps with the painful LVRT + large queue situation. Anyway being capable to fulfill the requirements by today is a big positive imo. There"
X Link 2025-12-22T16:53Z [----] followers, [----] engagements
"$GLXY #DataCenterBusiness #Helios Related puzzle pieces starting to come together. -snip from Galaxy's recent meeting with sell side analysts indicating refi plans -Helios Phase [--] already registered at the Tx Comptroller office -phase [--] financing mentioned in latest SEC filing $GLXY #DataCenterBusiness #Helios Found several hints that an official announcement regarding Helios Phase [--] (400MW/266MW) is coming very soon. Stay tuned ๐ https://t.co/AjVB23sZ1d $GLXY #DataCenterBusiness #Helios Found several hints that an official announcement regarding Helios Phase [--] (400MW/266MW) is coming very"
X Link 2025-12-23T23:21Z [----] followers, 10.9K engagements
"$GLXY This is the first time I am hearing @novogratz publicly promoting $GLXY as a stock to buy and I do like it.Beside the availability of (data center) power he mentions crypto infra (esp. tokenization) as a mayor catalyst for next 12-18 months. I am a believer in both"
X Link 2025-12-30T02:19Z [----] followers, 27.8K engagements
"Source: https://youtu.be/WViV-7qf_hcsi=JMURCPuZfQ83Wc_l https://youtu.be/WViV-7qf_hcsi=JMURCPuZfQ83Wc_l"
X Link 2025-12-30T02:21Z [----] followers, [----] engagements
"$GLXY BTW: This message goes out to all other cry babies out there. Man up @ThomasGM @novogratz Pal for almost [--] years now Ercot tries to figure out on how to handle large electronic loads. It is an unprecedented situation for Ercot as well as all load entities. If you had done ur homework better you would have taken some profit (like I did). Instead you talk like a @ThomasGM @novogratz Pal for almost [--] years now Ercot tries to figure out on how to handle large electronic loads. It is an unprecedented situation for Ercot as well as all load entities. If you had done ur homework better you"
X Link 2025-12-30T02:32Z [----] followers, [----] engagements
"$GLXY @galaxyhq @glxyresearch Great TV appearance by @ZackPokorny_ representing Galaxy. https://youtu.be/WgGYzGZpn-wsi=Xv2tJZcV7wdX-sZz https://youtu.be/WgGYzGZpn-wsi=Xv2tJZcV7wdX-sZz"
X Link 2026-01-01T15:15Z [----] followers, [----] engagements
"This a very recent statement by Google and Lancium. $GLXY Pretty wild stat from @SemiAnalysis_ on grid approvals in Texas - over 125GW of load requests have poured in over [----] yet barely 1GW of new loads have been approved to energize. https://t.co/fj5ahKIVPC Pretty wild stat from @SemiAnalysis_ on grid approvals in Texas - over 125GW of load requests have poured in over [----] yet barely 1GW of new loads have been approved to energize. https://t.co/fj5ahKIVPC"
X Link 2026-01-01T16:30Z [----] followers, 12.6K engagements
"$GLXY #DigitalAssetsBusiness Beside the previously mentioned on-chain credit fund two new funds are currently in the making: - GALAXY OPPORTUNISTIC FUND IV GP LLC - GALAXY FINTECH FUND GP LLC $GLXY @galaxyhq #DigitalAssetsBusiness Tokenizing $GLXY shares was just the beginning Seems to me that Galaxy will launch an On Chain Credit Fund ๐๐ very soon. Spread the word like & follow ๐ค https://t.co/b0CpEsh8il $GLXY @galaxyhq #DigitalAssetsBusiness Tokenizing $GLXY shares was just the beginning Seems to me that Galaxy will launch an On Chain Credit Fund ๐๐ very soon. Spread the word like &"
X Link 2026-01-07T12:22Z [----] followers, [----] engagements
"$GLXY @galaxyoneapp #DigitalAssetsBusiness Just found evidence that Galaxy made significant progress entering the mortgage / CLO business which is likely related to @galaxyoneapp. Stay tuned ๐ซก Statement from a fellow GLXY investor: "If I had to guess these people are borrowing against their digital assets for fist mortgage loans (to buy a house) and you can invest in that pool of collateral" $GLXY @galaxyhq @galaxyoneapp I am pretty sure GalaxyOne will fix this enabling modern investors to get a mortage ๐ช I think Galaxy already hired a person for this offer which will start soon ๐"
X Link 2026-01-07T15:00Z [----] followers, 10.6K engagements
"$GLXY #DataCenterBusiness #Helios Ercot likely to demand 100k for 1MW as financial security as a prerequisite for the upcoming batch studies in order to sign an interconnection agreement with a TSP/TDSP. Do the math. Fake applicants will capitulate finally $GLXY If GLXY's latest money raises are also used to respond to ERCOT's new requirements (comply with LVRT requirements = capex) I applaud them for their anticipation. I expect Ercot's large load request queue to decrease significantly in the next few weeks. Fake players won't $GLXY If GLXY's latest money raises are also used to respond to"
X Link 2026-01-07T22:00Z [----] followers, [----] engagements
"$GLXY #DataCenterBusiness #Helios I've never seen Galaxy participating in an Ercot vote (e.g. for planning guide revision requests). Today is the first time. Interesting. ๐ค"
X Link 2026-01-09T02:09Z [----] followers, [----] engagements
"$GLXY #GalaxyVentures Stablecoin payments company Rain said it raised $250 million in a new funding round valuing the firm at $1.95 billion. The round was led by ICONIQ with participation from Sapphire Ventures Dragonfly Bessemer Lightspeed and Galaxy Ventures bringing total funding to over Stablecoin payments company Rain said it raised $250 million in a new funding round valuing the firm at $1.95 billion. The round was led by ICONIQ with participation from Sapphire Ventures Dragonfly Bessemer Lightspeed and Galaxy Ventures bringing total funding to over"
X Link 2026-01-09T11:47Z [----] followers, [----] engagements
"$GLXY #DigitalAssetsBusiness @galaxyoneapp Here the related hints / traces that Galaxy probably enters the mortgage related CLO business. Do they even issue a bond ๐ค This is speculation. DYOR. $GLXY @galaxyoneapp #DigitalAssetsBusiness Just found evidence that Galaxy made significant progress entering the mortgage / CLO business which is likely related to @galaxyoneapp. Stay tuned ๐ซก Statement from a fellow GLXY investor: "If I had to guess these people are $GLXY @galaxyoneapp #DigitalAssetsBusiness Just found evidence that Galaxy made significant progress entering the mortgage / CLO"
X Link 2026-01-12T11:08Z [----] followers, [----] engagements
"@Galaxian721123 @galaxyoneapp People smarter than me are saying that this business can be very lucrative. What it will mean to the share price I have no idea"
X Link 2026-01-12T11:23Z [----] followers, [---] engagements
"$GLXY #DataCenterBusiness #Helios This picture was also taken around the same time during the visit of the Clayco CEO in mid December. Look at this beauty ๐ $GLXY @galaxyhq #DataCenterBusiness Update from the Helios Campus (Dec 19): - Cooling-pipe system is currently installed - Installation of the diesel backups gens very advanced - Diesel tanks coming in (one was spotted) Keep building ๐ช https://t.co/F03imFYMtk $GLXY @galaxyhq #DataCenterBusiness Update from the Helios Campus (Dec 19): - Cooling-pipe system is currently installed - Installation of the diesel backups gens very advanced -"
X Link 2026-01-13T21:39Z [----] followers, 10.8K engagements
"$GLXY #DataCenterBusiness #Helios Galaxy's reaction to Ercot's new fault ride through requirements (incl. LVRT). Mastering those requirements quick could be an edge. Overall I do like this quick reaction - hiring an expert without any fafo"
X Link 2026-01-13T23:07Z [----] followers, [----] engagements
"$GLXY I was sceptical for a while due to the ERCOT situation (rightfully so). But I re-added [------] shares at around [----] today. Ready to add more in case of dips. $GLXY just completed ERCOT interconnection studies and secured approval for an additional [---] MWof power at our Helios data center campus in West Texas That brings us to 1.6+ GW of approved power capacity with [---] MW already committed to CoreWeave. This puts Helios among the $GLXY just completed ERCOT interconnection studies and secured approval for an additional [---] MWof power at our Helios data center campus in West Texas That"
X Link 2026-01-15T16:32Z [----] followers, 11.5K engagements
"Novo's statement vs. Hester's statement ๐ค https://x.com/i/status/2013748377843048813 The dynamics of yield in the stable coin bill are fascinating and might cost the bill. Politics over good policy. Banks dont want the crypto platforms to be able to give rewards to users (Genius which is law allows that). If the bill is killed status quo is what they seem https://x.com/i/status/2013748377843048813 The dynamics of yield in the stable coin bill are fascinating and might cost the bill. Politics over good policy. Banks dont want the crypto platforms to be able to give rewards to users (Genius"
X Link 2026-01-21T01:20Z [----] followers, [----] engagements
"$GLXY @galaxyhq #DataCenterBusiness #Helios Clayco's Helios workforce has increased from [---] to [----] and now even 1300+ people. I think Galaxy is pushing the timeline Doesn't mean Galaxy gets Helios Phase [--] done in [----] but efforts are there for sure. This next 830MW for $GLXY is a huge deal. The market is red hot for power and we have seen leases continue to improve over the course of [----]. [----] is setting up as a great year for $GLXY on the datacenter side: - 600MW built for $CRWV in [----] (assuming they accelerate Phase This next 830MW for $GLXY is a huge deal. The market is red hot for"
X Link 2026-01-16T00:53Z [----] followers, 13.8K engagements
"@MrHasty3 @galaxyoneapp I do agree with you opinion. But the return on MD who has clearly an India focus got my attention. But like I said this is just speculation"
X Link 2026-01-29T13:26Z [----] followers, [--] engagements
"$GLXY @AllUnityStable Have a look how huge the AllUnity team has become Insane ๐คฏ Reminder: Target go live date of AllUnity's uro stablecoin is July [--] [----]. It will be first BaFin (Germany's financial regulator) regulated stablecoin"
X Link 2025-06-25T16:32Z [----] followers, [----] engagements
"@AllUnityStable AllUnity is making big steps prior to the launch of their EUR stable coin $EURAU. $GLXY owns a 33% stake in AllUnity. 1/ ๐จ Partnership Announcement AllUnity ๐คTradevest Were proud to announce that AllUnity has partnered with Tradevest to launch EURAU our euro-denominated stablecoin into regulated digital asset markets. ๐งต๐ Heres what it means https://t.co/ZTVxEHkYXR 1/ ๐จ Partnership Announcement AllUnity ๐คTradevest Were proud to announce that AllUnity has partnered with Tradevest to launch EURAU our euro-denominated stablecoin into regulated digital asset markets. ๐งต๐"
X Link 2025-07-22T07:38Z [----] followers, [---] engagements
"@AllUnityStable @galaxyhq $GLXY A preview for AllUnity's euro-denominated stablecoin $EURAU is now available on @CoinMarketCap. According to the preview $EURAU will be launched next Tuesday July 29th. Galaxy has a 33% stake in AllUnity"
X Link 2025-07-26T23:30Z [----] followers, [----] engagements
"@AllUnityStable @galaxyhq $GLXY Wow AllUnity's stable coin $EURAU could reach double-digit billions in [----] ๐ Galaxy has a 33% stake in AllUnity. Source: @block_stories"
X Link 2025-07-30T12:23Z [----] followers, [----] engagements
"$GLXY @galaxyhq #Helios In order to back up the previous post please have a look at the screen shot. The efficiency gains based on new GPUs models in this short period of time is just insane. Almost seems to me that H100s are yesterday's Nokia [----] cell phones ๐
Again as a $GLXY investor I am very happy that Galaxy's Management has made the decision not to buy any GPUs. Not following any shiny objects just focussing on the underlying power related infrastructure. $GLXY @galaxyhq Please take [--] min of your time and read this insightful conversation about AI / HPC related hardware. Next as a"
X Link 2025-09-08T22:10Z [----] followers, 20.2K engagements
"$GLXY @galaxyhq @AllUnityStable #DigitalAssetsBusiness Huge news ๐ข $EURAU is now listed on a major european crypto exchange. Galaxy has a 33% stake in AllUnity. ๐EURAU is now available on Bitpanda - The new stable standard by @AllUnityStable ๐100% reserved with a multi-bank full reserve model. Its fully MiCAR-aligned featuring proof-of-reserves and regulatory reporting enabling 24/7 real-time settlement across borders and native https://t.co/UDzyEuxuoX ๐EURAU is now available on Bitpanda - The new stable standard by @AllUnityStable ๐100% reserved with a multi-bank full reserve model. Its"
X Link 2025-09-18T09:51Z [----] followers, [----] engagements
"@DCryptDeezNutz @RichLoPresti @CryptJynx"
X Link 2025-10-20T12:46Z [----] followers, 28.7K engagements
"$GLXY NOVOGRATZS GALAXY TO LAUNCH $100MN CRYPTO HEDGE FUND $100mn NOVOGRATZS GALAXY TO LAUNCH $100MN CRYPTO HEDGE FUND $100mn"
X Link 2026-01-21T06:14Z [----] followers, [----] engagements
"$GLXY I see you ๐"
X Link 2025-03-13T19:22Z [----] followers, 20.5K engagements
"$GLXY LFG ๐ฅ"
X Link 2025-04-30T11:22Z [----] followers, [----] engagements
"$GLXY The president and CEO of @StateStreetGA highlights the partnerships with @galaxyhq beside other titans like Blackstone and Bridgewater. Take a minute and think about that "
X Link 2025-06-24T14:12Z [----] followers, 13.4K engagements
"$GLXY @galaxyhq https://cryptonews.com/news/peter-thiel-backed-crypto-exchange-bullish-files-for-u-s-ipo-on-nyse/ $GLXY owns 1% of Bullish $BLSH into a $4.2B IPO. Found money everywhere everyday ๐๐๐ https://t.co/3WLhCphnn5 https://cryptonews.com/news/peter-thiel-backed-crypto-exchange-bullish-files-for-u-s-ipo-on-nyse/ $GLXY owns 1% of Bullish $BLSH into a $4.2B IPO. Found money everywhere everyday ๐๐๐ https://t.co/3WLhCphnn5"
X Link 2025-08-04T18:21Z [----] followers, 10.1K engagements
"$GLXY @galaxyhq Smelling a lot of fees maybe even recurring. Yummy ๐คค $BMNR OFFERING $20 BILLION TO BUY ETHEREUM: https://t.co/EAWqSuMZcF https://t.co/cCB7JjPnty $BMNR OFFERING $20 BILLION TO BUY ETHEREUM: https://t.co/EAWqSuMZcF https://t.co/cCB7JjPnty"
X Link 2025-08-12T13:07Z [----] followers, 32.3K engagements
"$GLXY @galaxyhq It all makes sense now. Whenever Galaxy needs help in Texas they go to uncle Doug (150m distance). Just a coincidence I don't think so ๐๐ Couldnt be more excited to welcome Doug to the board.Hes a true Texan we figured we needed some of that DNA given our ambitions in the Lonestar state. Galaxy Digital Holdings Ltd. - Galaxy Announces the Appointment of Doug Deason to Board of Directors https://t.co/er0N7QQM8b Couldnt be more excited to welcome Doug to the board.Hes a true Texan we figured we needed some of that DNA given our ambitions in the Lonestar state. Galaxy Digital"
X Link 2025-08-18T22:32Z [----] followers, 12.8K engagements
"$GLXY I see you ๐"
X Link 2025-09-01T00:52Z [----] followers, 18.4K engagements
"$GLXY @galaxyhq #Helios Galaxy's Helios is positioned to play a critical role in Training and servicing next-gen AI models ๐ฏ"
X Link 2025-09-24T20:00Z [----] followers, [----] engagements
"$GLXY The (re)/launch of GalaxyOne must be very close. Also note Zac's Twitter handle change ๐ https://t.co/v8HVDnFkvy https://t.co/v8HVDnFkvy"
X Link 2025-10-06T10:18Z [----] followers, 10.3K engagements
"$GLXY Just wow $GLXY Galaxy Announces Third Quarter [----] Financial Results: https://t.co/8aMqqDfDr4 https://t.co/G0m1XHUk4t $GLXY Galaxy Announces Third Quarter [----] Financial Results: https://t.co/8aMqqDfDr4 https://t.co/G0m1XHUk4t"
X Link 2025-10-21T11:32Z [----] followers, 21.7K engagements
"$GLXY Patiently waiting"
X Link 2025-10-21T12:27Z [----] followers, [----] engagements
"$GLXY Added [----] shares at 3610$. Please don't chop my head off ๐ซฃ"
X Link 2025-10-22T16:37Z [----] followers, [----] engagements
"$GLXY @galaxyhq So 1.3b now ๐"
X Link 2025-10-30T21:11Z [----] followers, 28.9K engagements
"$GLXY @galaxyhq Galaxy Digital (GLXY) PT Raised to $48 at Jefferies I have a good feeling that I added to my position on Friday Monday Tuesday and today ๐ https://www.streetinsider.com/Analyst+Comments/Galaxy+Digital+%28GLXY%29+PT+Raised+to+%2448+at+Jefferies/25598407.html https://www.streetinsider.com/Analyst+Comments/Galaxy+Digital+%28GLXY%29+PT+Raised+to+%2448+at+Jefferies/25598407.html"
X Link 2025-11-12T21:52Z [----] followers, 14.4K engagements
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