Closed 1/3rd of these just now, holding the rest for earnings. Reason being is there will likely ...
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Duncan (@FloodCapital) closed one-third of his GLXY (Galaxy Digital) call options, holding the remainder for the upcoming earnings report. He anticipates a significant implied volatility (IV) crush post-earnings but remains bullish on potential announcements regarding Helios phase 1&2 financing and CRWV exercising its 200MW option for phase 3. A "mega bullish surprise" would be an additional 800MW of power approvals.
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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.