Duncan
Generational deal right now, 0.64 $HYPE for 1 shares of $GLXY, higher quality revenue, lower mark...
229 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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An investor suggests a "generational deal" by rotating from Hyperliquid ($HYPE) to Galaxy Digital ($GLXY), citing GLXY's higher quality, diversified revenue streams (crypto AUM, AI data centers), and lower market cap. The current exchange rate is 0.64 HYPE for 1 GLXY share, with GLXY projected to reach $237.5/share if its data center capacity is fully leased. This move is favored due to GLXY's more stable, contractual revenues compared to HYPE's volatile trading fee model, and GLXY's NASDAQ listing offering better access to capital markets.

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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.