Galaxy Digital Holdings Ltd. ($GLXY) presents a compelling long-term investment opportunity, with potential for significant upside driven by its data center business. Assuming the full 2.5GW power capacity at Helios is contracted, $GLXY could reach a discounted present value of $46-$55/share based on 2030-2032 projections for Helios alone. This valuation does not include Galaxy's substantial balance sheet of ~$3B in crypto assets and other business lines, suggesting even greater potential beyond the data center segment.