
Galaxy Digital (GLXY) is presented as a compelling investment opportunity with a fair value of $53.5/share and potential to exceed $100/share in 1-2 years. This growth is driven by its crypto business, including 15+ Digital Asset Treasury (DAT) deals like FORD, the retail-facing "GalaxyOne" app, and its GK8_Security tokenization subsidiary, alongside its data center business, which has an 800MW lease with CoreWeave (CRWV) generating an estimated $1.2B/year in revenue. The approval of an additional 2.7GW of power at its Helios campus by ERCOT, with the first 800MW tranche expected by year-end, could significantly accelerate its data center revenue to $5.25B/year if fully leased.

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.