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[@FloodCapital](/creator/twitter/FloodCapital)
"I think one under appreciated aspect of $GLXY is the sheer amount of partnerships and joint ventures it has within crypto - touching essentially every aspect. X cool ones to look into for the uninitiated: @AllUnityStable building the first fully regulated EURO stablecoin (the $CRCL of Europe) & @GK8_Security custody & tokenization platform - tokenized equities and more coming soon hopefully"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946308221045481674) 2025-07-18 20:36:55 UTC 27.7K followers, 7831 engagements


"$GLXY is the Goldman Sachs of crypto. @novogratz became a partner at Goldman in 1998 and then left to start Fortress in 2002 - Novo then became a billionaire after their IPO in 2007 running a killer $2.3B macro book there. After Fortress Novo bought over 30000 $BTC sub $XXX and 500000 $ETH sub $X. He then went on to start Galaxy Digital which now has over XXX employees (650 focused on crypto and XXX focused on data centers IIRC) Galaxy has amassed a $3B balance sheet of crypto crypto investments and cash alongside top tier institutional partnerships and JVs and extensive crypto business"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947690841809588503) 2025-07-22 16:10:57 UTC 28.1K followers, 23.3K engagements


"@fundstrat @CathieDWood $GLXY next @CathieDWood it gives fantastic exposure to everything in crypto (think Berkshire Hathaway meets Goldman Sachs) and also AI through their buildout of one of the largest data centers in America (800MW approved and 2.5GW potential already have a deal signed with $CRWV)"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947653309390524650) 2025-07-22 13:41:49 UTC 28.1K followers, 5546 engagements


"$GLXY is on top of everything They are the Berkshire X Goldman of crypto. A $3B balance sheet of crypto crypto investments and cash leveraging that to be an institutional leader across all crypto verticals and building out one of the largest AI data centers in America"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946961283158290442) 2025-07-20 15:51:57 UTC 27.7K followers, 6955 engagements


"🚨Attention all $GLXY holders🚨 $GLXY's AI data center business alone could add anywhere from $10-40B in market cap over the next few years (vs current market cap of $10B today). This report from @RHouseResearch is a must read. They do a comprehensive deep dive on Galaxy's AI data center business vs bitcoin mining peers like $CORZ $WULF $IREN & traditional data centers. At a 22.5x Equity Value / EBITDA ratio (traditional data centers like $DLR & $EQIX trade at 24x multiples) that would contributes this much market cap to galaxy: At 600MW (current lease with $CRWV) = $10.3B At 1600MW (current"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946193391907123642) 2025-07-18 13:00:37 UTC 28K followers, 15.1K engagements


"I try to address that in the post the business is quite complex and difficult to understand unless you dive deep - there is also a narrative split between the balance sheet (treasury companies trading at a premium to NAV) vs all the crypto business lines (a one of one unique "crypto bank") vs their data center business (playing AI). I believe this will change once a big firm like Goldman or Morgan Stanley writes a report on them as I think they are undervalued based on a sum of the parts valuation"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945180360880406714) 2025-07-15 17:55:12 UTC 28.1K followers, 5087 engagements


"@Stocktwits Check out $GLXY its top XX trending on Stocktwits right now"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947260473109365024) 2025-07-21 11:40:49 UTC 27.7K followers, XXX engagements


"@CathieDWood @ARKInvest @fundstrat @foundersfund @PanteraCapital Have you looked at $GLXY It is the Goldman Sachs of crypto they've has amassed a $3B balance sheet of $BTC $ETH $SOL $HYPE crypto infrastructure investments cash + many top tier institutional partnerships JVs and extensive crypto business lines"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947721087896174893) 2025-07-22 18:11:08 UTC 28.1K followers, 3945 engagements


"$GLXY was trending on @Stocktwits today - it still has a lot of room to go until it reaches the same amount of watchers as other crypto companies: $GLXY only has 4250 vs $MARA with 156K $COIN with 132K $RIOT with 128K Retail doesnt even know about $GLXY yet"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945672389066404014) 2025-07-17 02:30:21 UTC 27.6K followers, 9318 engagements


"$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"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945176853305606343) 2025-07-15 17:41:16 UTC 28.1K followers, 577.2K engagements


"I am pumped for $GLXY's earnings on August 5th where we should get some updates around their AI data center business. I think the market is still completely unaware of the AI powerhouse Galaxy could be. Seems like they are ahead of the pack only behind $META"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947746858920776033) 2025-07-22 19:53:33 UTC 28.1K followers, 13.1K engagements


"This could be absolutely huge - $GLXY owns a XX% stake in the $CRCL of Europe Galaxy has so many potentially massive sleepers on its balance sheet / through joint ventures like @AllUnityStable Get diversified exposure to everything crypto via $GLXY"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946934491022242012) 2025-07-20 14:05:29 UTC 27.7K followers, 10.4K engagements


"Took a small % of these calls off the table after a XX% move in the underlying - still holding XX% of my Galaxy exposure Extremely excited for what is ahead of us Current plan is to hold the rest of the calls till after Aug 5th earnings Expecting big updates"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947305937968013351) 2025-07-21 14:41:29 UTC 28.1K followers, 6274 engagements


"@CryptoHayes Arthur have you bought $GLXY yet Its a high quality name that is cheap and gives exposure to everything crypto through their $3B balance sheet and extensive business lines. + fantastic AI exposure as they are building one of the largest data centers in America"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947256730250826170) 2025-07-21 11:25:57 UTC 27.7K followers, 1715 engagements


"Yes I say "in a few years" to try and be conservative but realistically there are many factors that will effect the price in my opinion the X biggest factors are: Q1. How well does crypto do A - This will effect the size of their balance sheet success of their joint ventures and various crypto business lines. Very hard to predict but generally crypto adoption is increasing and I expect global governments to continue to run massive deficits and print money which is positive for $BTC. Q2. Does the Helios buildout go to plan and stay within costs + how many additional MW do they get approved at"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947006609126785285) 2025-07-20 18:52:03 UTC 28K followers, XX engagements


"@DeFiSurfer808 Yes sir I think its more diversified exposure to crypto / AI and has a lot of torque to out perform $BTC from here. $HYPE hitting a 5x would be a 250B FDV which is possible but I think $GLXY is better R/R at this price point. Still very bullish $HYPE though"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945214704541978800) 2025-07-15 20:11:40 UTC 28.1K followers, 5488 engagements


"$GLXY about to compete a breakout from highs reached in 2021 - this is huge. Not only is there crypto business stronger than ever but they also have expanded into AI data centers with their flagship site Helios - already approved for 800MW of power + an extra 1.7GW under study"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947310552750936463) 2025-07-21 14:59:49 UTC 28.1K followers, 21.1K engagements


"$GLXY about to pull a $HOOD Galaxy has one of the most extensive institutional crypto offerings in the world a $3B balance sheet of crypto crypto infra investments and cash. They are also building out one of the largest AI data centers in America"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946971841475530760) 2025-07-20 16:33:54 UTC 27.7K followers, 20.6K engagements


"Amazing color on $GLXY's data center business vs traditional comps like $DLR and $EQIX by @RHouseResearch I am very excited for Aug 5th earnings where we will likely get an update around financing for the Helios build out news on any ERCOT approvals & news on any acquisitions by Galaxy"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946208310019117530) 2025-07-18 13:59:54 UTC 27.9K followers, 5396 engagements


"I agree the story isnt super clear for new investors thats why its so cheap. I think it is probably at the minimum a $XX stock (50% higher) if you were to do a sum of the parts valuation (NFA obviously long). I think $GS or $MS will write a report on it soon given they were on the recent $500M offering and help people understand. Eventually Galaxy will spin out their data center business"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1944774233068015737) 2025-07-14 15:01:23 UTC 27.6K followers, XXX engagements


"$GLXY was trending on @Stocktwits yesterday - it still has a lot of room to go until it reaches the same amount of watchers as other crypto companies: $GLXY only has 4250 vs $MARA with 156K $COIN with 132K $RIOT with 128K Retail doesnt even know about $GLXY yet"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945860468649668926) 2025-07-17 14:57:42 UTC 27.6K followers, 16.9K engagements


"Cantor Fitzgerald rated $GLXY overweight with a $XX CAD ($32 USD) price target back on Jan 29th. Think of all the positive developments that have happened since then Wait until Goldman or Morgan Stanley starts coverage - I believe Galaxy is significantly undervalued"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945870052919509159) 2025-07-17 15:35:47 UTC 27.7K followers, 8700 engagements


"@RoundtableSpace The ticker is $GLXY Galaxy touches essentially every aspect of crypto + is building out one of the largest AI data centers in America. I think its undervalued given its complexity but research coverage from $GS or $MS could change that:"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946407569473335635) 2025-07-19 03:11:41 UTC 27.6K followers, 1858 engagements


"Have you heard of $GLXY $8B marketcap with $3B of crypto/cash on the balance sheet a one of one business that touches every aspect of crypto (trading ETFs loans staking tokenization M&A stablecoins) + An AI data center business which already has a $13.5B contract signed with $CRWV if they continue getting approvals they could be generating an average of $3.7B/year in revenue on this site alone by 2030 (starts in 2026 and will slowly increase as they build out the facilities) at fantastic margins"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1943703624674136468) 2025-07-11 16:07:11 UTC 27.7K followers, 16.3K engagements


"Rapid watcher growth for $GLXY on @Stocktwits and it still has a lot of room to go until it reaches the same amount of watchers as other crypto companies: $GLXY only has 5K vs $MARA with 156K $COIN with 132K $RIOT with 128K Retail doesnt even know about $GLXY yet"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946965093113020481) 2025-07-20 16:07:05 UTC 27.7K followers, 7938 engagements


"Super strong move on $GLXY today I think it breaks out sometime this year. So many catalysts hoping for some to be announced on Aug 5th earnings: 1) Big mark up of crypto and crypto investments on their balance sheet $SBET $BMNR $HYPE 2) Helios Phase X + X financing announcement 3) 800MW approval at Helios bringing their achievable average annual revenue at the site from $900M/yr to $2.4B/yr based on their current $CRWV deal"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945527467050934556) 2025-07-16 16:54:28 UTC 28.1K followers, 34.3K engagements


"@blknoiz06 🤝🤝 $GLXY is a crypto bank / infra provider with $3B of crypto assets on the balance sheet $BTC $ETH $SOL $HYPE + is building one of the largest AI data centers in the US with 800MW approved and 1.7GW understudy. Only a $10B mcap 5-10x to catch the others"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946220652081402018) 2025-07-18 14:48:57 UTC 28.1K followers, 41.7K engagements


"@AP_Abacus Have you looked at $GLXY Galaxy touches essentially every aspect of crypto + is building out one of the largest AI data centers in America. I think its undervalued given its complexity but research coverage from $GS or $MS could change that:"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946211227673190571) 2025-07-18 14:11:30 UTC 27.6K followers, XXX engagements


"$GLXY historical history added to the US ticker chart looks fantastic and volume is ramping heavily on the NASDAQ - options volume is massively expanding creating more liquidity and interest. Over $113M in call premium purchased over the last X days"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947673969751998525) 2025-07-22 15:03:55 UTC 28.1K followers, 22.5K engagements


"More research coming for $GLXY soon - hoping Goldman or Morgan Stanley"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947270679478387116) 2025-07-21 12:21:23 UTC 28.1K followers, 6663 engagements


"That sounds amazing to me. Quick question for someone who is less experienced in the valuation world. The traditional comps you provide where we have insight into their EBITDA margins trade at 26-35x EV/EBITDA multiples with 50-60% EBITDA margins. How should we think about $GLXY's Helios site which is looking to target XX% EBITDA margins Should this effect the multiple / can you help me understand if this matters / why 22.5x EV/EBITDA is appropriate. Appreciate all your excellent research"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946197544381317453) 2025-07-18 13:17:07 UTC 27.7K followers, 1577 engagements


"Dave you need to check out $GLXY - Galaxy Digital by @novogratz gives you exposure to essentially every aspect of crypto so you dont need to pick a specific coin (they are basically a crypto bank with billions of dollars in crypto investments on their balance sheet + building out a massive AI data center in Texas giving you good AI exposure too). Its also way cheaper and has way more upside than $XRP $GLXY is $10B vs $XRP at $360B"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946052522038215084) 2025-07-18 03:40:51 UTC 28K followers, 41.7K engagements


"$GLXY vs $BTC looking absolutely primed here - we've nearly hit ATHs in $USD but are still a XXX% move away from ATHs against Bitcoin. Typically Bitcoin moves first then the strongest names follow after. + they now have great AI exposure via Helios"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947324745671680309) 2025-07-21 15:56:13 UTC 28.1K followers, 10.6K engagements


"My quant just sent me this are you ready $GLXY"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945975511198351854) 2025-07-17 22:34:51 UTC 27.7K followers, 11K engagements


"Totally agree $GLXY has A LOT of room to run and is one of the highest quality crypto names out there at a much smaller marketcap ($10B) vs peers $COIN at $104B $HOOD at $94B $CRCL at $57B + great AI exposure via their massive data center"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946307360181387725) 2025-07-18 20:33:29 UTC 28.1K followers, 44.8K engagements


"$COIN and $GLXY should be massive beneficiaries of the Genius act (signed into law) and the Clarity act (still working on it) Although $GLXY could be the higher beta play at $10B vs $COIN at $100B already. + Galaxy is building one of the largest AI data Centres in America"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946308994307338565) 2025-07-18 20:39:59 UTC 27.6K followers, 8338 engagements


"This is an excellent point and a big strength of $GLXY vs other miners like $IREN / $CORZ / $WULF / $MARA / $RIOT etc Galaxy has a massive balance sheet of $3B phase 1&2 of the Helios AI data center buildout for 600MW will require $5-6B - management has said they will fund it initially with XX% equity XX% debt (theyve secure the equity portion with the most recent $500M raise and I am expecting a financing announcement on the debt soon) additionally once phase X starts cash flowing in 2026 they can do a cash out refinancing (refinance base on the rent they are collecting) to fund the rest of"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946406679387820505) 2025-07-19 03:08:09 UTC 27.6K followers, 4006 engagements


"If I am understanding this correctly its massively bullish for $GLXY - how I am reading this is: X. Another 800MW approved at Helios by EOY bringing approved power to 1.6GW likely bringing $GLXY another massive hyperscaler tenant (1.6GW would be $1.8B in avg annual revenues assuming same deal terms as $CRWV had on the first 600MW). X. Financing for Helios Phase 1/2 is essentially done meaning someone is willing to lend Galaxy billions of dollars to complete the Helios build out - huge vote of confidence. X. Phase X of Helios will start cash flowing in Q1 2026 Thoughts @pennycheck"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1939730288155754654) 2025-06-30 16:58:33 UTC 28.1K followers, 31.2K engagements


"Follow Tom Lees @fundstrat - god tier rotation from $SBET profits into $GLXY"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947261544309350636) 2025-07-21 11:45:05 UTC 28.1K followers, 8712 engagements


"@goodalexander Rotate into $GLXY - Galaxy touches essentially every aspect of crypto + is building out one of the largest AI data centers in America. I think its undervalued given its complexity but research coverage from $GS or $MS could change that:"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945875457691238549) 2025-07-17 15:57:16 UTC 27.6K followers, 3672 engagements


"$GLXY has A LOT of room to run and should act as one of the highest beta crypto stocks vs other top crypto names in the market given its much smaller relative market cap of sub $10B vs $COIN at $104B $HOOD at $94B $CRCL at $57B + great AI exposure via their massive data center"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1945867502753341842) 2025-07-17 15:25:39 UTC 28.1K followers, 23.4K engagements


"@alphawifhat Great calls Have you looked at $GLXY Galaxy touches essentially every aspect of crypto + is building out one of the largest AI data centers in America. I think its undervalued given its complexity but research coverage from $GS or $MS could change that:"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946278810233528806) 2025-07-18 18:40:03 UTC 28.1K followers, 5448 engagements


"$GLXY is everywhere not only do they have a massive balance sheet ($3B) with hundreds of millions of dollars of $BTC $ETH $SOL $HYPE they are becoming a key players in all ecosystems providing custody staking and support + investment for treasury companies"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947291472522346587) 2025-07-21 13:44:00 UTC 28.1K followers, 5713 engagements


"This Druckenmiller quote is exactly why $GLXY is my largest position take concentrated bets AND The biggest mistake investors make is they invest in the present rather than forward looking and looking at where the puck is going instead of where the puck is. - @standuquesne $GLXY is exactly that - where the puck is going. It gives you exposure to the X largest macro trends happening in the world right now: 1) Massive debt deficits and debasement - Galaxy provides a great hedge through their $3B balance sheet of $BTC crypto crypto infrastructure investments and cash + utilizes this massive"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947004864359485623) 2025-07-20 18:45:07 UTC 28.1K followers, 18.3K engagements


"@CryptoKaleo Haha I know half joking - what % are your $RIOT calls up"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947296393925742897) 2025-07-21 14:03:33 UTC 27.7K followers, XXX engagements


"Wow $47M in call premiums on $GLXY options trades today - lots of action on the: July 26th $XX Calls (7K contracts) Jan 16th $XXXX Calls (15K contracts)"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1947346720972501234) 2025-07-21 17:23:32 UTC 28.1K followers, 5519 engagements


"@JC_ParetsX I think $GLXY is the obvious bet it has A LOT of room to run and is one of the highest quality crypto names out there at a much smaller marketcap ($10B) vs $ETH at $450B and peers at $COIN at $104B $HOOD at $94B $CRCL at $57B + great AI exposure via their massive data center"  
![@FloodCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1386391678278422537.png) [@FloodCapital](/creator/x/FloodCapital) on [X](/post/tweet/1946935798563045538) 2025-07-20 14:10:41 UTC 27.7K followers, 2958 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@FloodCapital "I think one under appreciated aspect of $GLXY is the sheer amount of partnerships and joint ventures it has within crypto - touching essentially every aspect. X cool ones to look into for the uninitiated: @AllUnityStable building the first fully regulated EURO stablecoin (the $CRCL of Europe) & @GK8_Security custody & tokenization platform - tokenized equities and more coming soon hopefully"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 20:36:55 UTC 27.7K followers, 7831 engagements

"$GLXY is the Goldman Sachs of crypto. @novogratz became a partner at Goldman in 1998 and then left to start Fortress in 2002 - Novo then became a billionaire after their IPO in 2007 running a killer $2.3B macro book there. After Fortress Novo bought over 30000 $BTC sub $XXX and 500000 $ETH sub $X. He then went on to start Galaxy Digital which now has over XXX employees (650 focused on crypto and XXX focused on data centers IIRC) Galaxy has amassed a $3B balance sheet of crypto crypto investments and cash alongside top tier institutional partnerships and JVs and extensive crypto business"
@FloodCapital Avatar @FloodCapital on X 2025-07-22 16:10:57 UTC 28.1K followers, 23.3K engagements

"@fundstrat @CathieDWood $GLXY next @CathieDWood it gives fantastic exposure to everything in crypto (think Berkshire Hathaway meets Goldman Sachs) and also AI through their buildout of one of the largest data centers in America (800MW approved and 2.5GW potential already have a deal signed with $CRWV)"
@FloodCapital Avatar @FloodCapital on X 2025-07-22 13:41:49 UTC 28.1K followers, 5546 engagements

"$GLXY is on top of everything They are the Berkshire X Goldman of crypto. A $3B balance sheet of crypto crypto investments and cash leveraging that to be an institutional leader across all crypto verticals and building out one of the largest AI data centers in America"
@FloodCapital Avatar @FloodCapital on X 2025-07-20 15:51:57 UTC 27.7K followers, 6955 engagements

"🚨Attention all $GLXY holders🚨 $GLXY's AI data center business alone could add anywhere from $10-40B in market cap over the next few years (vs current market cap of $10B today). This report from @RHouseResearch is a must read. They do a comprehensive deep dive on Galaxy's AI data center business vs bitcoin mining peers like $CORZ $WULF $IREN & traditional data centers. At a 22.5x Equity Value / EBITDA ratio (traditional data centers like $DLR & $EQIX trade at 24x multiples) that would contributes this much market cap to galaxy: At 600MW (current lease with $CRWV) = $10.3B At 1600MW (current"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 13:00:37 UTC 28K followers, 15.1K engagements

"I try to address that in the post the business is quite complex and difficult to understand unless you dive deep - there is also a narrative split between the balance sheet (treasury companies trading at a premium to NAV) vs all the crypto business lines (a one of one unique "crypto bank") vs their data center business (playing AI). I believe this will change once a big firm like Goldman or Morgan Stanley writes a report on them as I think they are undervalued based on a sum of the parts valuation"
@FloodCapital Avatar @FloodCapital on X 2025-07-15 17:55:12 UTC 28.1K followers, 5087 engagements

"@Stocktwits Check out $GLXY its top XX trending on Stocktwits right now"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 11:40:49 UTC 27.7K followers, XXX engagements

"@CathieDWood @ARKInvest @fundstrat @foundersfund @PanteraCapital Have you looked at $GLXY It is the Goldman Sachs of crypto they've has amassed a $3B balance sheet of $BTC $ETH $SOL $HYPE crypto infrastructure investments cash + many top tier institutional partnerships JVs and extensive crypto business lines"
@FloodCapital Avatar @FloodCapital on X 2025-07-22 18:11:08 UTC 28.1K followers, 3945 engagements

"$GLXY was trending on @Stocktwits today - it still has a lot of room to go until it reaches the same amount of watchers as other crypto companies: $GLXY only has 4250 vs $MARA with 156K $COIN with 132K $RIOT with 128K Retail doesnt even know about $GLXY yet"
@FloodCapital Avatar @FloodCapital on X 2025-07-17 02:30:21 UTC 27.6K followers, 9318 engagements

"$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"
@FloodCapital Avatar @FloodCapital on X 2025-07-15 17:41:16 UTC 28.1K followers, 577.2K engagements

"I am pumped for $GLXY's earnings on August 5th where we should get some updates around their AI data center business. I think the market is still completely unaware of the AI powerhouse Galaxy could be. Seems like they are ahead of the pack only behind $META"
@FloodCapital Avatar @FloodCapital on X 2025-07-22 19:53:33 UTC 28.1K followers, 13.1K engagements

"This could be absolutely huge - $GLXY owns a XX% stake in the $CRCL of Europe Galaxy has so many potentially massive sleepers on its balance sheet / through joint ventures like @AllUnityStable Get diversified exposure to everything crypto via $GLXY"
@FloodCapital Avatar @FloodCapital on X 2025-07-20 14:05:29 UTC 27.7K followers, 10.4K engagements

"Took a small % of these calls off the table after a XX% move in the underlying - still holding XX% of my Galaxy exposure Extremely excited for what is ahead of us Current plan is to hold the rest of the calls till after Aug 5th earnings Expecting big updates"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 14:41:29 UTC 28.1K followers, 6274 engagements

"@CryptoHayes Arthur have you bought $GLXY yet Its a high quality name that is cheap and gives exposure to everything crypto through their $3B balance sheet and extensive business lines. + fantastic AI exposure as they are building one of the largest data centers in America"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 11:25:57 UTC 27.7K followers, 1715 engagements

"Yes I say "in a few years" to try and be conservative but realistically there are many factors that will effect the price in my opinion the X biggest factors are: Q1. How well does crypto do A - This will effect the size of their balance sheet success of their joint ventures and various crypto business lines. Very hard to predict but generally crypto adoption is increasing and I expect global governments to continue to run massive deficits and print money which is positive for $BTC. Q2. Does the Helios buildout go to plan and stay within costs + how many additional MW do they get approved at"
@FloodCapital Avatar @FloodCapital on X 2025-07-20 18:52:03 UTC 28K followers, XX engagements

"@DeFiSurfer808 Yes sir I think its more diversified exposure to crypto / AI and has a lot of torque to out perform $BTC from here. $HYPE hitting a 5x would be a 250B FDV which is possible but I think $GLXY is better R/R at this price point. Still very bullish $HYPE though"
@FloodCapital Avatar @FloodCapital on X 2025-07-15 20:11:40 UTC 28.1K followers, 5488 engagements

"$GLXY about to compete a breakout from highs reached in 2021 - this is huge. Not only is there crypto business stronger than ever but they also have expanded into AI data centers with their flagship site Helios - already approved for 800MW of power + an extra 1.7GW under study"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 14:59:49 UTC 28.1K followers, 21.1K engagements

"$GLXY about to pull a $HOOD Galaxy has one of the most extensive institutional crypto offerings in the world a $3B balance sheet of crypto crypto infra investments and cash. They are also building out one of the largest AI data centers in America"
@FloodCapital Avatar @FloodCapital on X 2025-07-20 16:33:54 UTC 27.7K followers, 20.6K engagements

"Amazing color on $GLXY's data center business vs traditional comps like $DLR and $EQIX by @RHouseResearch I am very excited for Aug 5th earnings where we will likely get an update around financing for the Helios build out news on any ERCOT approvals & news on any acquisitions by Galaxy"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 13:59:54 UTC 27.9K followers, 5396 engagements

"I agree the story isnt super clear for new investors thats why its so cheap. I think it is probably at the minimum a $XX stock (50% higher) if you were to do a sum of the parts valuation (NFA obviously long). I think $GS or $MS will write a report on it soon given they were on the recent $500M offering and help people understand. Eventually Galaxy will spin out their data center business"
@FloodCapital Avatar @FloodCapital on X 2025-07-14 15:01:23 UTC 27.6K followers, XXX engagements

"$GLXY was trending on @Stocktwits yesterday - it still has a lot of room to go until it reaches the same amount of watchers as other crypto companies: $GLXY only has 4250 vs $MARA with 156K $COIN with 132K $RIOT with 128K Retail doesnt even know about $GLXY yet"
@FloodCapital Avatar @FloodCapital on X 2025-07-17 14:57:42 UTC 27.6K followers, 16.9K engagements

"Cantor Fitzgerald rated $GLXY overweight with a $XX CAD ($32 USD) price target back on Jan 29th. Think of all the positive developments that have happened since then Wait until Goldman or Morgan Stanley starts coverage - I believe Galaxy is significantly undervalued"
@FloodCapital Avatar @FloodCapital on X 2025-07-17 15:35:47 UTC 27.7K followers, 8700 engagements

"@RoundtableSpace The ticker is $GLXY Galaxy touches essentially every aspect of crypto + is building out one of the largest AI data centers in America. I think its undervalued given its complexity but research coverage from $GS or $MS could change that:"
@FloodCapital Avatar @FloodCapital on X 2025-07-19 03:11:41 UTC 27.6K followers, 1858 engagements

"Have you heard of $GLXY $8B marketcap with $3B of crypto/cash on the balance sheet a one of one business that touches every aspect of crypto (trading ETFs loans staking tokenization M&A stablecoins) + An AI data center business which already has a $13.5B contract signed with $CRWV if they continue getting approvals they could be generating an average of $3.7B/year in revenue on this site alone by 2030 (starts in 2026 and will slowly increase as they build out the facilities) at fantastic margins"
@FloodCapital Avatar @FloodCapital on X 2025-07-11 16:07:11 UTC 27.7K followers, 16.3K engagements

"Rapid watcher growth for $GLXY on @Stocktwits and it still has a lot of room to go until it reaches the same amount of watchers as other crypto companies: $GLXY only has 5K vs $MARA with 156K $COIN with 132K $RIOT with 128K Retail doesnt even know about $GLXY yet"
@FloodCapital Avatar @FloodCapital on X 2025-07-20 16:07:05 UTC 27.7K followers, 7938 engagements

"Super strong move on $GLXY today I think it breaks out sometime this year. So many catalysts hoping for some to be announced on Aug 5th earnings: 1) Big mark up of crypto and crypto investments on their balance sheet $SBET $BMNR $HYPE 2) Helios Phase X + X financing announcement 3) 800MW approval at Helios bringing their achievable average annual revenue at the site from $900M/yr to $2.4B/yr based on their current $CRWV deal"
@FloodCapital Avatar @FloodCapital on X 2025-07-16 16:54:28 UTC 28.1K followers, 34.3K engagements

"@blknoiz06 🤝🤝 $GLXY is a crypto bank / infra provider with $3B of crypto assets on the balance sheet $BTC $ETH $SOL $HYPE + is building one of the largest AI data centers in the US with 800MW approved and 1.7GW understudy. Only a $10B mcap 5-10x to catch the others"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 14:48:57 UTC 28.1K followers, 41.7K engagements

"@AP_Abacus Have you looked at $GLXY Galaxy touches essentially every aspect of crypto + is building out one of the largest AI data centers in America. I think its undervalued given its complexity but research coverage from $GS or $MS could change that:"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 14:11:30 UTC 27.6K followers, XXX engagements

"$GLXY historical history added to the US ticker chart looks fantastic and volume is ramping heavily on the NASDAQ - options volume is massively expanding creating more liquidity and interest. Over $113M in call premium purchased over the last X days"
@FloodCapital Avatar @FloodCapital on X 2025-07-22 15:03:55 UTC 28.1K followers, 22.5K engagements

"More research coming for $GLXY soon - hoping Goldman or Morgan Stanley"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 12:21:23 UTC 28.1K followers, 6663 engagements

"That sounds amazing to me. Quick question for someone who is less experienced in the valuation world. The traditional comps you provide where we have insight into their EBITDA margins trade at 26-35x EV/EBITDA multiples with 50-60% EBITDA margins. How should we think about $GLXY's Helios site which is looking to target XX% EBITDA margins Should this effect the multiple / can you help me understand if this matters / why 22.5x EV/EBITDA is appropriate. Appreciate all your excellent research"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 13:17:07 UTC 27.7K followers, 1577 engagements

"Dave you need to check out $GLXY - Galaxy Digital by @novogratz gives you exposure to essentially every aspect of crypto so you dont need to pick a specific coin (they are basically a crypto bank with billions of dollars in crypto investments on their balance sheet + building out a massive AI data center in Texas giving you good AI exposure too). Its also way cheaper and has way more upside than $XRP $GLXY is $10B vs $XRP at $360B"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 03:40:51 UTC 28K followers, 41.7K engagements

"$GLXY vs $BTC looking absolutely primed here - we've nearly hit ATHs in $USD but are still a XXX% move away from ATHs against Bitcoin. Typically Bitcoin moves first then the strongest names follow after. + they now have great AI exposure via Helios"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 15:56:13 UTC 28.1K followers, 10.6K engagements

"My quant just sent me this are you ready $GLXY"
@FloodCapital Avatar @FloodCapital on X 2025-07-17 22:34:51 UTC 27.7K followers, 11K engagements

"Totally agree $GLXY has A LOT of room to run and is one of the highest quality crypto names out there at a much smaller marketcap ($10B) vs peers $COIN at $104B $HOOD at $94B $CRCL at $57B + great AI exposure via their massive data center"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 20:33:29 UTC 28.1K followers, 44.8K engagements

"$COIN and $GLXY should be massive beneficiaries of the Genius act (signed into law) and the Clarity act (still working on it) Although $GLXY could be the higher beta play at $10B vs $COIN at $100B already. + Galaxy is building one of the largest AI data Centres in America"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 20:39:59 UTC 27.6K followers, 8338 engagements

"This is an excellent point and a big strength of $GLXY vs other miners like $IREN / $CORZ / $WULF / $MARA / $RIOT etc Galaxy has a massive balance sheet of $3B phase 1&2 of the Helios AI data center buildout for 600MW will require $5-6B - management has said they will fund it initially with XX% equity XX% debt (theyve secure the equity portion with the most recent $500M raise and I am expecting a financing announcement on the debt soon) additionally once phase X starts cash flowing in 2026 they can do a cash out refinancing (refinance base on the rent they are collecting) to fund the rest of"
@FloodCapital Avatar @FloodCapital on X 2025-07-19 03:08:09 UTC 27.6K followers, 4006 engagements

"If I am understanding this correctly its massively bullish for $GLXY - how I am reading this is: X. Another 800MW approved at Helios by EOY bringing approved power to 1.6GW likely bringing $GLXY another massive hyperscaler tenant (1.6GW would be $1.8B in avg annual revenues assuming same deal terms as $CRWV had on the first 600MW). X. Financing for Helios Phase 1/2 is essentially done meaning someone is willing to lend Galaxy billions of dollars to complete the Helios build out - huge vote of confidence. X. Phase X of Helios will start cash flowing in Q1 2026 Thoughts @pennycheck"
@FloodCapital Avatar @FloodCapital on X 2025-06-30 16:58:33 UTC 28.1K followers, 31.2K engagements

"Follow Tom Lees @fundstrat - god tier rotation from $SBET profits into $GLXY"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 11:45:05 UTC 28.1K followers, 8712 engagements

"@goodalexander Rotate into $GLXY - Galaxy touches essentially every aspect of crypto + is building out one of the largest AI data centers in America. I think its undervalued given its complexity but research coverage from $GS or $MS could change that:"
@FloodCapital Avatar @FloodCapital on X 2025-07-17 15:57:16 UTC 27.6K followers, 3672 engagements

"$GLXY has A LOT of room to run and should act as one of the highest beta crypto stocks vs other top crypto names in the market given its much smaller relative market cap of sub $10B vs $COIN at $104B $HOOD at $94B $CRCL at $57B + great AI exposure via their massive data center"
@FloodCapital Avatar @FloodCapital on X 2025-07-17 15:25:39 UTC 28.1K followers, 23.4K engagements

"@alphawifhat Great calls Have you looked at $GLXY Galaxy touches essentially every aspect of crypto + is building out one of the largest AI data centers in America. I think its undervalued given its complexity but research coverage from $GS or $MS could change that:"
@FloodCapital Avatar @FloodCapital on X 2025-07-18 18:40:03 UTC 28.1K followers, 5448 engagements

"$GLXY is everywhere not only do they have a massive balance sheet ($3B) with hundreds of millions of dollars of $BTC $ETH $SOL $HYPE they are becoming a key players in all ecosystems providing custody staking and support + investment for treasury companies"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 13:44:00 UTC 28.1K followers, 5713 engagements

"This Druckenmiller quote is exactly why $GLXY is my largest position take concentrated bets AND The biggest mistake investors make is they invest in the present rather than forward looking and looking at where the puck is going instead of where the puck is. - @standuquesne $GLXY is exactly that - where the puck is going. It gives you exposure to the X largest macro trends happening in the world right now: 1) Massive debt deficits and debasement - Galaxy provides a great hedge through their $3B balance sheet of $BTC crypto crypto infrastructure investments and cash + utilizes this massive"
@FloodCapital Avatar @FloodCapital on X 2025-07-20 18:45:07 UTC 28.1K followers, 18.3K engagements

"@CryptoKaleo Haha I know half joking - what % are your $RIOT calls up"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 14:03:33 UTC 27.7K followers, XXX engagements

"Wow $47M in call premiums on $GLXY options trades today - lots of action on the: July 26th $XX Calls (7K contracts) Jan 16th $XXXX Calls (15K contracts)"
@FloodCapital Avatar @FloodCapital on X 2025-07-21 17:23:32 UTC 28.1K followers, 5519 engagements

"@JC_ParetsX I think $GLXY is the obvious bet it has A LOT of room to run and is one of the highest quality crypto names out there at a much smaller marketcap ($10B) vs $ETH at $450B and peers at $COIN at $104B $HOOD at $94B $CRCL at $57B + great AI exposure via their massive data center"
@FloodCapital Avatar @FloodCapital on X 2025-07-20 14:10:41 UTC 27.7K followers, 2958 engagements

creator/twitter::1386391678278422537/posts
/creator/twitter::1386391678278422537/posts