
Galaxy Digital ($GLXY) has taken on significant exposure to CoreWeave ($CRWV), committing to over $1 billion in annual revenue for 15 years through a 533MW lease. This partnership suggests $GLXY is poised to benefit directly from $CRWV's growth and market share gains in the AI infrastructure space, despite future diversification plans.

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.