[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.]  Duncan [@FloodCapital](/creator/twitter/FloodCapital) on x 27.2K followers Created: 2025-07-14 13:59:03 UTC Bought ~$200K of $GLXY calls last week to juice my spot position, I think it is seriously lagging this move with all the insanely bullish developments coming out of both its crypto & data center business's. Galaxy is still trading ~25% below its May 2025 highs and gives broad based exposure to the everything that matters in crypto + building out one of the largest data centers in the US giving great exposure to the "picks and shovels" of AI. Some recent bullish developments: - Large balance sheet of crypto & crypto infrastructure investments + cash ~$3B (all of these should be ripping, big $BTC, $ETH, $SOL, and $HYPE holders) --> Notably Galaxy also invested in $SBET and $BMNR (huge mark ups here & custody deals) - Likely a large increase in AUM, Staking, Loan book and Trading given everything is ripping, means more fee $$$. - Helios project financing should be announced any day now, @stefanvanderlux is a super sleuth keeping his eyes on new entities being formed in Texas + satellite images for Helios building progression. - Likely another 800MW of approved power coming by end of 2026 which is a HUGE edge over new data center builds (Galaxy has been in the queue for this extra power with ERCOT since 2021/2022). - With this new power means Galaxy will have 1,000MW uncontracted on top of the 600MW already contract to $CRWV for $13.5B in revenue over XX years. If they can contract out this additional 1,000MW at the same terms your looking at an extra $1.5B/year in average annual revenues ($2.4B/year total). If you want to learn more about the data center business go check out @RHouseResearch's amazing work on it.  XXXXXX engagements  **Related Topics** [all the](/topic/all-the) [$corz](/topic/$corz) [$corzs](/topic/$corzs) [data center](/topic/data-center) [$glxy](/topic/$glxy) [$200k](/topic/$200k) [galaxy digital](/topic/galaxy-digital) [stocks financial services](/topic/stocks-financial-services) [Post Link](https://x.com/FloodCapital/status/1944758544009457699)
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Duncan @FloodCapital on x 27.2K followers
Created: 2025-07-14 13:59:03 UTC
Bought ~$200K of $GLXY calls last week to juice my spot position, I think it is seriously lagging this move with all the insanely bullish developments coming out of both its crypto & data center business's.
Galaxy is still trading ~25% below its May 2025 highs and gives broad based exposure to the everything that matters in crypto + building out one of the largest data centers in the US giving great exposure to the "picks and shovels" of AI. Some recent bullish developments:
Large balance sheet of crypto & crypto infrastructure investments + cash ~$3B (all of these should be ripping, big $BTC, $ETH, $SOL, and $HYPE holders) --> Notably Galaxy also invested in $SBET and $BMNR (huge mark ups here & custody deals)
Likely a large increase in AUM, Staking, Loan book and Trading given everything is ripping, means more fee $$$.
Helios project financing should be announced any day now, @stefanvanderlux is a super sleuth keeping his eyes on new entities being formed in Texas + satellite images for Helios building progression.
Likely another 800MW of approved power coming by end of 2026 which is a HUGE edge over new data center builds (Galaxy has been in the queue for this extra power with ERCOT since 2021/2022).
With this new power means Galaxy will have 1,000MW uncontracted on top of the 600MW already contract to $CRWV for $13.5B in revenue over XX years. If they can contract out this additional 1,000MW at the same terms your looking at an extra $1.5B/year in average annual revenues ($2.4B/year total). If you want to learn more about the data center business go check out @RHouseResearch's amazing work on it.
XXXXXX engagements
Related Topics all the $corz $corzs data center $glxy $200k galaxy digital stocks financial services