The sentiment for Galaxy Digital ($GLXY) is highly bullish, with the author highlighting a potential 10x valuation increase based on the company's 3.5GW capacity at Helios. The post notes an incoming 830MW lease and features a large position in $GLXY $45.00 call options expiring September 18, 2026. Despite a current unrealized loss of 34% on these options, the author views the asset as a "generational play" due to its dual data center and digital asset platforms.