[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 28.1K 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!  XXXXXX engagements  **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)
[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 on x 28.1K 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!
XXXXXX engagements
Related Topics market cap $32b $17b $brphf $wulf $corz mining bitcoin mining
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