
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.

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.