Duncan
$GLXY is the ultimate unicorn, 3.5GW's at Helios worth ~$75-100B if fully built out (10x for Gala...
1 hour agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Galaxy Digital ($GLXY) is described as a "unicorn" asset due to its Helios data center campus, which features a total power capacity of up to 3.5GW that could be worth $75B–$100B if fully built out. The facility has already energized 133MW for CoreWeave ($CRWV), with an additional 393MW scheduled for delivery by 2027-2028 and 830MW of approved power likely to be contracted soon. Analysts suggest this infrastructure scale represents a "10x" opportunity for $GLXY as it leverages its unique position in both data centers and digital assets.

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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.