The sentiment for Galaxy Digital ($GLXY) is highly bullish following a new 830MW lease acquisition projected to add over $1B in contracted EBITDA and a lease credit renegotiation for Coreweave ($CRWV). The author holds a significant long position via $GLXY call options with strike prices of $35 (July 2026) and $45 (September 2026). Additional data suggests an incoming capacity of 100MW to 250MW based on the 499-acre Project Merlin contract.