The sentiment for Galaxy Digital ($GLXY) is highly bullish due to its upcoming Russell 1000 inclusion, AI infrastructure expansion at the Helios and Merlin sites, and synergies between its crypto and data center businesses. The author holds a "max long" position, specifically showcasing $GLXY call options with strike prices of $35 (expiring 07/17/26) and $45 (expiring 09/18/26). Other mentioned assets include $CRWV, $IREN, $MSFT, $NVDA, $SPCX, and BTC, with the latter projected for continued institutional growth into 2026.