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![FloodCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1386391678278422537.png) Duncan [@FloodCapital](/creator/twitter/FloodCapital) on x 28.5K followers
Created: 2025-07-18 13:00:37 UTC

🚨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 800MW approved + another 800MW from ERCOT expected by EOY) = $27.4B

Helios's max potential 2.5GW = $42.8B

Vs a current market cap today of ~$10B... PLUS management has told us they are evaluating ~40 different Bitcoin mining sites that they may buy and convert into AI data centers, potentially expanding their power pipeline beyond the current 2.5GW at Helios!

![](https://pbs.twimg.com/media/GwJCCz-WMAABkoh.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946193391907123642/c:line.svg)

**Related Topics**
[market cap](/topic/market-cap)
[$32b](/topic/$32b)
[$17b](/topic/$17b)
[$brphf](/topic/$brphf)
[$wulf](/topic/$wulf)
[$corz](/topic/$corz)
[mining](/topic/mining)
[bitcoin mining](/topic/bitcoin-mining)

[Post Link](https://x.com/FloodCapital/status/1946193391907123642)