Duncan suggests Galaxy Digital Holdings Ltd. (GLXY) could accelerate its Helios facility development by partnering with Elon Musk as a capital partner. This partnership could pull forward build timelines for the 3.5GW potential at Helios, allowing GLXY to become a major AI Data Center landlord in the US. GLXY already has 800MW contracted to CoreWeave (CRWV) and management expects an additional 800MW to be approved by year-end.