
Galaxy Digital Holdings ($GLXY) is projected to reach $200-250/share, driven by its crypto and data center businesses. The crypto segment, with significant QoQ growth in trading volumes and assets under custody, could be valued at $15-35 billion. The data center business, particularly the Helios campus with 800MW leased to CoreWeave ($CRWV) and an additional 2.7GW under study, could add $68 billion in equity value by executing on its power pipeline.

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.