
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.

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.