What top creators are saying about Galaxy Digital Holdings(GLXY)

Diversified financial services and investment management company in the digital asset, cryptocurrency, and blockchain technology sectors.

88 AI-extracted insights from 4 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Not enough scored insights about Galaxy Digital Holdings in the last 30 days yet.

Top creators covering Galaxy Digital Holdings (GLXY)

The 4 sources with the most insights about Galaxy Digital Holdings on Kazuha.

Latest insights about Galaxy Digital Holdings (GLXY)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Friday, January 16, 2026

Very Bullish

Shares surged following approval for an 830MW data center expansion, with the CEO anticipating significant demand from hyperscalers, indicating potential for future partnerships and revenue growth.

Thursday, January 15, 2026

Very Bullish

Secured approval for an additional 830 megawatts, doubling its total approved power capacity to over 1.6 gigawatts, which positions it to capitalize on the 'red hot' power market.

Tuesday, December 9, 2025

Very Bullish
Target: $103.82

The data center business alone could be valued at approximately $26/share, with a total potential realizable value of $103.82/share if all phases and capacity are realized, suggesting significant upside potential.

Thursday, December 4, 2025

Very Bullish

Shows signs of a rebound, driven by potential acceleration in its data center build timeline which could significantly increase 2026 EBITDA from $215M to $637M, making the stock attractive.

Duncan
$GLXY waking back up
DuncanTwitter201 days ago

Tuesday, December 2, 2025

Very Bullish

The stock's chart is believed to show signs of having bottomed out, making it an attractive investment opportunity to 'deploy some Skrill'.

Thursday, November 27, 2025

Very Bullish

Presents an attractive long-term opportunity with Q3 EBITDA reaching $629M. Its accelerating data center business and a $7B valuation for its operations appear very appealing against a >$3.5B balance sheet.

Friday, November 21, 2025

Very Bullish

Has strong Q3 net income of $505M and long-term potential, positioned in the future of crypto (tokenization, RWA) and a rapidly growing AI data center business.

Tuesday, November 11, 2025

Very Bullish

Highlighted as a strong play in the BTC to AI Data Center space due to its focus on on-cost and on-time project delivery, and is on track to deliver 800MW to CoreWeave by Q1 2026.

Thursday, November 6, 2025

Very Bullish

The current sell-off is viewed as a buying opportunity due to a strong balance sheet (over $4 billion), rapidly growing crypto and data center businesses, and strong tailwinds for the data center segment.

Tuesday, November 4, 2025

Very Bullish
Target: $250

Highlighted as 'insanely cheap' with potential for rapid repricing, driven by its data center business which is expected to drive significant EBITDA growth to over $2.1B by 2028.

Thursday, October 30, 2025

Very Bullish

Could benefit from the positive institutional sentiment towards crypto; investors might consider it as a way to gain exposure to the growing acceptance and adoption of cryptocurrencies.

Duncan
$GLXY
DuncanTwitter236 days ago
Very Bullish

Positioned to benefit from the long-term trend of asset and currency tokenization, presenting a potential investment opportunity for those bullish on the shift.

Duncan
So bullish $GLXY
DuncanTwitter236 days ago

Saturday, October 25, 2025

Very Bullish
Target: $200-250

Projected to reach $200-250/share, driven by its crypto segment and data center business, particularly the Helios campus and a potential 2.7GW power pipeline.

Friday, October 24, 2025

Very Bullish
Target: $200-250/share

Valuation is based on a sum-of-the-parts analysis, projecting $15-35B for its crypto business and $68B for its data center operations. The data center segment is expected to generate ~$900M in EBITDA by 2028.

Thursday, October 23, 2025

Very Bullish
Target: $200-250/share

Projected to reach $200-250/share within the next 3-7 years, driven by its dual exposure to crypto and AI data centers. Its data center operations could add $68B in equity value.

Tuesday, October 21, 2025

Very Bullish
Target: $250

Highlighted as a strong investment opportunity with a potential target of $250 within 3-7 years, driven by its exposure to crypto and AI data centers and significantly exceeding earnings projections.

Very Bullish
Target: >$250

Positioned for significant growth and at an 'inflection point' due to massive institutional capital entering crypto and a new AI data center business. Chart setup is similar to Palantir before its major run.

Very Bullish

Reported a 'mind-boggling' Q3 earnings beat with $505 million in net income, driven by a 140% QoQ increase in trading volume and 75% QoQ AUM growth, suggesting it is benefiting from its crypto infrastructure build-out.

Very Bullish
Target: >$250

Highlighted as a top pick for exposure to both crypto and AI with a long-term price target of >$250, underpinned by diverse operations and a bullish technical setup suggesting a potential breakout.

Very Bullish
Target: >$250

Positioned for significant growth with a price target of >$250 within 3-7 years, driven by exposure to the crypto and AI super cycles. The chart suggests a potential breakout near its all-time highs.

Very Bullish

Reported its best quarter ever with $505M net income, driven by a 140% QoQ increase in trading volumes and a 75% QoQ rise in AUM. A strong balance sheet and financing for its Helios data centers position it for continued growth.

Very Bullish
Target: $45.13

Reached a new all-time high driven by a record Q3 net income of $505 million, exploding crypto trading volumes (up 140% QoQ), and AUM/AUS increasing 75% QoQ to $14 billion, with data center expansion suggesting continued growth.

Very Bullish

Reported a strong Q3 with +$505M in Net Income, driven by exploding crypto trading volumes. Its fixed cost base positions it for significant profitability as crypto market activity increases.

Very Bullish

Significantly beat Q3 2025 expectations on EPS (261% beat) and revenue (90% beat), with record performance in its Digital Assets business and strong growth in assets on platform.

Monday, October 13, 2025

Very Bullish

The post highlights bullish sentiment for the stock, noting its price has moved back above $40 and is seen as a significant opportunity by an investor who is heavily invested.

Sunday, October 12, 2025

Very Bullish

Reports earnings with expectations for a potentially record-breaking quarter driven by diverse digital asset operations and a potential shift towards multi-billion recurring revenue.

Saturday, October 11, 2025

Very Bullish

Highlighted as a strong, risk-adjusted way to gain exposure to both crypto and AI, potentially offering a cleaner alternative to actively trading altcoins.

Bearish

Expected to be down next week due to a significant crypto liquidation event, despite a recent major investment and strong management compared to peers.

Very Bullish

Secured a $460M investment with minimal 2.4% dilution, seen as a strategic move to fund AI data centers and digital asset ventures, providing flexibility and reducing reliance on balance sheet capital.

Friday, October 10, 2025

Very Bullish
Target: $36

Secured a significant strategic investment of $460 million at an implied price of $36 USD/share, with proceeds earmarked for the buildout of its Helios data center campus.

Very Bullish
Target: over $250 within 3-7 years

Presented as a 'layup trade' with a long-term price target of over $250, driven by its crypto exposure, strong balance sheet, and a significant AI data center business. The chart is seen as being on the verge of a breakout.

Tuesday, October 7, 2025

Very Bullish
Target: 57% upside to reach its ATH against Bitcoin

GLXY still has approximately 57% upside to reach its ATH when measured against Bitcoin, suggesting potential for significant outperformance.

Very Bullish
Target: >$41 (short term), $250 (3-7 years)

Positioned for significant upside, potentially reaching >$41 short-term and $250 long-term, driven by its crypto business and AI data center operations. The stock's chart shows a similar setup to Palantir before its major breakout.

Monday, October 6, 2025

Very Bullish
Target: $40 short-term, $250 long-term

Highlighted as a high-conviction investment with a bullish thesis driven by its strong balance sheet, diverse crypto business lines, and significant expansion into AI data centers. Chart is nearing all-time highs.

Very Bullish
Target: $250

Reached a new all-time high, with a bullish outlook driven by its strong balance sheet, diverse crypto business lines, and significant expansion into AI data centers. The price target is over $250 within the next 3-7 years.

Very Bullish
Target: $54 immediate, >$250 long-term

Nearing its all-time high with significant revenue potential from its Helios campus. The stock's chart shows a similar setup to Palantir before its major rally, suggesting a potential breakout.

Very Bullish

Up 7.8% pre-market following the launch of its GalaxyOne investment app, which could drive increased adoption and revenue.

Sunday, October 5, 2025

Very Bullish
Target: $54

Could see a significant re-rating towards a $54 target, as its Helios data center capacity is suggested to be worth $28 billion, more than double its current trading value.

Saturday, October 4, 2025

Very Bullish
Target: over $250

Presented as a strong investment opportunity with 5-10x potential, targeting over $250 within 3-7 years due to its AI data center and crypto business lines.

Friday, October 3, 2025

Very Bullish
Target: $250

Positioned for significant growth with a $250 price target within 3-7 years, driven by its exposure to crypto and AI/Robotics trends, diverse crypto business lines, and a rapidly expanding AI data center business.

Thursday, October 2, 2025

Very Bullish

CEO Mike Novogratz indicates unprecedented activity levels, suggesting the company is poised to be a major winner in the transforming financial market as the crypto and digital asset space evolves.

Duncan
Novogratz mode $GLXY
DuncanTwitter264 days ago
Very Bullish
Target: $38.00

Showing strong momentum on its monthly chart, with Bollinger bands expanding as it attempts to break its previous cycle high around $38.00. A break above this level is seen as a potential bullish signal.

Very Bullish
Target: $250+

Projected to reach over $250 within 3-7 years, driven by its data center business which could generate $5.25B/year in revenue. The chart shows a similar setup to Palantir before its major run, suggesting a potential breakout.

Very Bullish

Author's bio mentions a focus on $GLXY, suggesting it is a key area of interest for potential high growth.

Very Bullish
Target: $250

Presented as a long-term investment opportunity with a potential price target of $250 in 5-7 years, contingent on successful execution of its data center build-out and crypto business expansion.

Very Bullish

Is suggested to be mirroring the past price action of Palantir Technologies, implying a potential for significant upside and a similar growth trajectory if the pattern holds.

Very Bullish
Target: $38.00

Showing strong momentum with expanding Bollinger Bands, attempting to break its previous cycle high around $38.00, suggesting a potential breakout.

Duncan
👀👀👀
DuncanTwitter264 days ago
Very Bullish

Poised for a significant breakout if it surpasses its all-time high.

Wednesday, October 1, 2025

Very Bullish

Highlighted as a compelling investment due to its simple, high-margin business model of owning and leasing data centers, with projections of over $5 billion in annual revenue with 90% margins.

Very Bullish

A 'max long' position is suggested, linking it to the trend of Bitcoin miners transitioning to AI HPC companies.

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Frequently asked

Which podcasters and creators cover Galaxy Digital Holdings (GLXY) the most?

The most active sources covering Galaxy Digital Holdings (GLXY) on Kazuha are FloodCapital, Blockworks, blknoiz06, @investanswers. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about Galaxy Digital Holdings (GLXY) are on Kazuha?

Kazuha has indexed 88 AI-extracted insights about Galaxy Digital Holdings (GLXY) from 4 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside Galaxy Digital Holdings (GLXY)?

Creators covering Galaxy Digital Holdings (GLXY) most frequently also discuss PLTR, BTC, SOL, CRWV, ORCL. See the "Discussed alongside" section above for full asset pages.