100% agree with this on $GLXY, I’m thinking about position sizing in the same way.
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Both @FloodCapital and @cryptoisnice express high conviction in Galaxy Digital Holdings Ltd. ($GLXY), viewing it as a low-downside, high-upside investment at its current price. They suggest considering a significant allocation to $GLXY, citing its strong business fundamentals and the "buildout of Helios" as key drivers for long-term growth.
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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.