Galaxy Digital (GLXY) appears to be accelerating its data center build timeline, potentially delivering 600MW of capacity in 2026 instead of 200MW in 2026 and 400MW in 2027. This acceleration could significantly boost 2026 EBITDA from an estimated $215M to $637M. The current market cap of ~$10.5B, with over $3.5B in balance sheet assets, suggests the crypto and data center businesses are valued at $7B, which seems attractive given the potential for increased EBITDA and future contracts with major tech players like GOOG, MSFT, or AMZN.