This Druckenmiller quote is exactly why $GLXY is my largest position, take concentrated bets AND
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The post presents an investment thesis for Galaxy Digital ($GLXY) as a dual play on cryptocurrency and artificial intelligence. It highlights the company's large Bitcoin ($BTC) holdings as a debasement hedge and its Helios AI data center as a picks-and-shovels AI investment. A key catalyst is a contract with CoreWeave ($CRWV), projected to generate $900M in annual revenue with high margins starting in 2026/2027.
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About Duncan
Duncan
By FloodCapital
Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.