Duncan
The other DATs ploughing in behind $FORD gives them a decent chance for a NAV premium, $GLXY goin...
235 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 positioned to benefit significantly from the increasing demand for Solana (SOL) due to various Digital Asset Trusts (DATs) and staking ETFs. With multiple DATs actively acquiring SOL and more expected to enter the market, GLXY stands to profit from ATM fees, execution, custody, staking, and DeFi usage related to SOL. The author believes GLXY is currently undervalued at $30/share given this tailwind.

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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.