Extract Alpha from Financial Content

Build your crypto portfolio with a core allocation of 30-50% in Bitcoin (BTC) for long-term stability. Allocate at least 10% to Ethereum (ETH) for its potential for higher growth as a leading smart contract platform. Consider a similar 10% allocation to Solana (SOL) to diversify your high-growth blockchain investments. For higher risk and potential massive upside, add a small basket of speculative altcoins. This could include exposure to themes like Gaming (SUPER), Meme coins (MOG), and AI (TAO).

Duncan (@FloodCapital) is inviting questions from new or prospective Galaxy Digital Holdings Ltd. ($GLXY) investors. This presents an opportunity for those interested in the crypto-focused financial services firm to gain insights directly from an experienced investor. Engage with his post to clarify uncertainties about $GLXY's future or operations.

Despite potential short-term price drops, the long-term outlook for Bitcoin (BTC) is extremely bullish, driven by massive ETF inflows and record-breaking on-chain fundamentals. Consider an investment in Solana (SOL), which is described as being heavily price-suppressed and may present a significant buying opportunity. Coinbase (COIN) stock is positioned for major growth due to a potential partnership with JPMorgan Chase that would create a massive on-ramp for new capital into crypto. This partnership also makes JPMorgan Chase (JPM) an interesting play, as it signals a major strategic pivot to embrace the crypto economy. Investors could view any upcoming market weakness, particularly in the historically negative month of September, as a strategic opportunity to accumulate these assets.

Galaxy Digital Holdings ($GLXY) is highlighted as a significantly undervalued opportunity with a potential price target of $100/share in the next few years, offering excellent risk/reward. The company's Helios data center business alone, with its 600MW CoreWeave contract, could be worth $10.3B in equity value based on current approvals, and up to $42.8B if all 2.5GW of power is approved and built out. This, combined with its strong $3B+ crypto balance sheet and diverse crypto business lines, suggests substantial upside, especially as cash flows from the data center business ramp up from H1 2026.