Duncan
$GLXY management is on a different level $CRWV 🀝 $GLXY
221 days agoβ€’Duncanβ€’FloodCapital
Twitter
View on X
Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

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.

Ask about this postAnswers are grounded in this post's content.
Tweet
About Duncan
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.