Galaxy Digital (GLXY) secured a $1.4B debt facility for its Helios data center, signaling strong execution in its AI data center build-out. This facility, with a favorable interest rate, supports the 800MW lease with CoreWeave (CRWV) expected to generate $1.2B/year in revenue starting Q1 2026. If GLXY continues to secure approvals and leases for its 3.5GW power pipeline, its data center business alone could potentially reach a $100B valuation over 5-10 years, significantly above its current sub-$10B market cap.