[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 28.4K followers Created: 2025-07-20 18:45:07 UTC 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 balance sheet to operate their extensive crypto business lines which should be very correlated with $BTC and crypto market appreciation (a fantastic debasement hedge). 2) Artificial Intelligence - Galaxy is building out one of the largest AI data centers in America with its Helios site. Helios has 800MW of power approved and already 600MW of power contracted out to $CRWV which will spit off an average annual revenue of $900M/year coming online in tranches throughout 2026/2027. Furthermore they have an additional 1.7GW of power under study (for a total 2.5GW of power), 800MW of which they expect to be approved by end of year. Assuming they can contract out the total 1.6GW they should have approved that will generate an average annual revenue of $2.4B/year. Helios has structured the $CRWV lease to flow through almost all of the site costs to tenants so are expecting XX% EBITDA margins on this revenue! Management has also stated they are evaluating ~40 different Bitcoin mining sites to acquire and convert into AI Data centers with the deep partnerships and expertise they've built in the industry, expanding their power pipeline far beyond the 2.5GW. This means $GLXY is giving you exposure to the debasement trend and is an excellent picks and shovels play to benefit from AI. XXXXXX engagements  **Related Topics** [investment](/topic/investment) [$glxy](/topic/$glxy) [galaxy digital](/topic/galaxy-digital) [stocks financial services](/topic/stocks-financial-services) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [stocks crypto treasuries](/topic/stocks-crypto-treasuries) [Post Link](https://x.com/FloodCapital/status/1947004864359485623)
[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 28.4K followers
Created: 2025-07-20 18:45:07 UTC
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:
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 balance sheet to operate their extensive crypto business lines which should be very correlated with $BTC and crypto market appreciation (a fantastic debasement hedge).
Artificial Intelligence - Galaxy is building out one of the largest AI data centers in America with its Helios site. Helios has 800MW of power approved and already 600MW of power contracted out to $CRWV which will spit off an average annual revenue of $900M/year coming online in tranches throughout 2026/2027. Furthermore they have an additional 1.7GW of power under study (for a total 2.5GW of power), 800MW of which they expect to be approved by end of year. Assuming they can contract out the total 1.6GW they should have approved that will generate an average annual revenue of $2.4B/year. Helios has structured the $CRWV lease to flow through almost all of the site costs to tenants so are expecting XX% EBITDA margins on this revenue!
Management has also stated they are evaluating ~40 different Bitcoin mining sites to acquire and convert into AI Data centers with the deep partnerships and expertise they've built in the industry, expanding their power pipeline far beyond the 2.5GW.
This means $GLXY is giving you exposure to the debasement trend and is an excellent picks and shovels play to benefit from AI.
XXXXXX engagements
Related Topics investment $glxy galaxy digital stocks financial services stocks bitcoin treasuries stocks crypto treasuries