Duncan
Long form financials are out for $GLXY's Q3 Total EBITDA for the quarter was $629M $250M or 40...
163 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Galaxy Digital Holdings ($GLXY) presents an attractive long-term opportunity for crypto believers, with its Q3 EBITDA reaching $629M, 40% from its digital assets business. The company's data center business is accelerating, potentially delivering 600MW capacity by 2026, which could boost 2026 EBITDA to $637M. At a market cap of ~$10.5B and a balance sheet of >$3.5B, the $7B valuation for its crypto and data center operations appears very appealing.

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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.