Duncan
$GLXY balance sheet + crypto business lines are ~$15-20/share with a massive call option on the c...
260 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

Galaxy Digital Holdings ($GLXY) is significantly undervalued, with its crypto business lines and balance sheet alone estimated at $15-20/share. The image projects a present equity value per share of $16.41 by end of Q2 2025, rising to $45.96 by 2028, solely from its Helios data center operations. Further upside is expected if another 800MW is leased to a hyperscaler by EOY or Q1 2026, potentially leading to a "100% rip your face off type move."

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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.