The author is "max long" on Galaxy Digital ($GLXY), citing its integrated model of crypto services and AI infrastructure as a significant moat compared to peers like IREN. Portfolio screenshots show large positions in $GLXY call options with strike prices of $35 (July 2026), $45 (Sept 2026), and $65 (Sept 2026). Key growth drivers mentioned include the Merlin site announcement, 3.5GW campus potential, and anchor tenant relationships involving CRWV, MSFT, and NVDA hardware.