What top creators are saying about Galaxy Digital Holdings Ltd.(GLXY)— Page 2

Highlighted as a relevant asset to benefit from the bullish outlook on the digital asset market.

Expanding data center portfolio through Project Merlin in Texas to integrate energy-scale assets with AI orchestration capabilities.

Company is already compliant with Governor Abbott's 2026 Data Center Directive due to proactive infrastructure and environmental agreements in McGregor, Texas.

Highly bullish outlook based on a potential 500MW increase in data center capacity; author actively trading July 16 $35 call options.

Highly bullish sentiment following approval for 'Project Merlin' data center; significant call option activity reported at $35 strike.

Reaching critical regulatory and operational milestones for the Helios facility and ERCOT 'Batch Zero' readiness process through August.

Bullish outlook driven by an inbound 830MW lease catalyst; investor holds long call options despite recent price volatility.

Bullish outlook maintained despite current unrealized losses, driven by an anticipated 830MW lease and plans to increase position via call options and future platform availability.

Viewed as a generational play due to its 3.5GW capacity at Helios and a major incoming 830MW lease, bridging data centers and digital assets.

Described as a 'generational entry' due to its 3.5GW Helios data center platform and a high-value contract with Coreweave expected to generate ~$1B in annual profit.

Described as a generational play due to its Helios facility's 3.5GW capacity, potentially valuing the asset at $75B–$100B.

Ownership of the Helios data center campus with up to 3.5GW capacity provides massive valuation upside potentially reaching $75B–$100B.

Positioned as a unique 'one-of-one' asset due to its massive Helios data center campus and significant power capacity for AI and digital asset infrastructure.

Potential for significant re-rating if valued at data-center multiples following a successful distressed mining site acquisition.

Strong community support and lack of local resistance for its Helios mining facility in Texas provide an underrated operational advantage.

Specifically highlighted as a primary ticker of interest within the long-term selection.

Included as a specific component of a 2027 investment plan.

The author maintains a 'maximus longus' position due to strong bullishness regarding AI and compute demand.

The author maintains a long position and expresses high bullishness driven by the surging demand for AI compute and advanced model capabilities.

Valuation projected at 20x an estimated $2 billion in annual EBITDA driven by hyperscaler deals and Helios site development.

Projected 70% rerate driven by a strong crypto balance sheet and a massive data center business valued at $17B based on 1.6GW power capacity.

The asset is showing a recovery trend and approaching a key technical resistance level after a +3.88% gain.

Looking technically interesting if it breaks certain levels.

Participated in discounted FTX estate auctions for SOL tokens that are subject to long-term vesting schedules now considered risky.

Owned as a diversified exposure play; Scaramucci also utilizes their services for digital asset custody.

Key bridge between AI and Crypto; operates data centers and provides institutional trading services.

Powering high-yield, zero-commission staking infrastructure for institutional and retail Solana holders.

Positioned as an institutional leader in the evolving digital asset and AI infrastructure landscape.

Positioned as a leader in digital asset infrastructure with over $12 billion in assets and significant High-Performance Computing capacity via the Helios Data Center.

A 'spicy' laggard trade acting as a proxy for Mike Novogratz's portfolio with an AI data center narrative.

Key institutional player bridging the gap between cryptocurrency and AI infrastructure.

Caught bids as Bitcoin recovered and the dollar weakened.

Acts as a diversified play on crypto infrastructure and AI through its 1.6-gigawatt Helios Data Center and $12 billion in AUM.

Building the 1.6-gigawatt Helios Data Center for AI; acts as a bridge between institutional finance and AI compute.

Key infrastructure provider for the institutional shift to digital finance.

Focused on the intersection of crypto and AI at a time when institutional adoption is entering production.

Investigating the transition of traditional equity to native on-chain formats.

Building AI-ready data centers like Helios to support the intersection of AI and crypto.

Partnering with State Street and Coinbase to bring a tokenized money market fund to Solana, reinforcing its position in the digital asset space.

Mentioned in the context that a client sold $9 billion worth of Bitcoin, partially citing concerns over quantum cryptography, indicating that institutional clients are taking this risk seriously.

Recent earnings were called 'quite disastrous,' leading to a 20% drop in the stock price. The discussion implies the company is struggling.

Launched a $75 million tokenized loan obligation on the Avalanche network, signaling active and significant institutional building in the space.

Listed as a crypto infrastructure company, part of a bullish investment theme focused on the foundational 'picks and shovels' providers for the digital asset industry.

Potentially benefiting from increased payments from CoreWeave and has a new hyperscaler deal for its data center business, suggesting strong tailwinds.

The firm is launching a $100 million hedge fund for crypto and fintech, which signals continued institutional interest and investment in the digital asset space.

Received approval for an additional 830MW at its Helios mining site, a significant expansion seen as a positive catalyst and a major investment opportunity.

Secured ERCOT approval for an additional 830 MW at its Helios campus, doubling total approved power capacity to over 1.6 GW, which positions the company for significant growth in 2026.

Received approval for an 830MW power expansion at its Helios data center, which could generate over $10 billion in equity value once fully built, presenting a significant value creation opportunity.

Conducting asset issuances on Solana alongside State Street, signaling active participation in building on the network.

Mentioned for bailing on the BitGo acquisition in 2022 at half the current IPO valuation, implying the company avoided a poor investment in a commoditized business.