1D·

September

My best month so far since I started actively investing in January 🙌🏼

Decisive factors were:

$GLXY (-1,29%) +55%

$IREN (+7,59%) +71%

$MTM (+3,72%) +74%

$NBIS (+2,8%) +80%

19

3 Comentários

Klein-Anleger1@Klein-Anleger1

1D

Super 👍

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Philipp

@awoQ

1Mês·

Confirmed: Helios expansion - Galaxy secures $1.4 billion financing and 800 MW with CoreWeave

From crypto to AI: Galaxy transforms Helios with USD 1.4 billion in project financing

It was assumed that $GLXY (-1,29%) the adjacent areas of Helios are being prepared for additional AI data centers - this assessment is confirmed by new information.

"They have delayed the quarterly report to August 5 - a very positive sign that they are beating expectations and/or making big announcements."

this assessment is now confirmed:

Satellite images (Credit: u/stefanvanderlux) show initial development work on the neighboring property; in parallel, Galaxy has secured binding, secured project financing in the amount of 1.4 billion USD (80 % loan-to-cost, 36 months), whereby USD 350 million in equity equity has already been contributed and the loan is secured by the assets of Galaxy Helios I.

The financing is for the conversion and expansion of the Helios campus in West Texas into a large-scale AI/HPC infrastructureinfrastructure, the first phase of which will 2026 phase is scheduled to start in early 2026; the maturity date of the current facility is August 15, 2028 dated August 15, 2028.

At the same time, the GPU cloud provider $CRWV (-2,77%) has drawn its final option and secured a total of 800 MW of approved IT capacity at the site; the agreements include long-term terms of use (15 years) and are the basis for Galaxy estimates of >1 billion USD annual revenue from this deal.

Technically, the facility is designed for high-density AI workloads: planned equipment with $NVDA (-0,8%)
H100 GPUs, the use of liquid cooling (with up to 40% lower energy requirements compared to conventional systems) and the use of 100 % carbon-free, "onsite" renewable energy are emphasized in the announcements.

The potential of the site is considerable: Helios can generate up to 3.5 GW scalable; 2.7 GW are the subject of load studies and an additional 1.7 GW under construction - making Helios one of the largest AI data center campuses in the USA. In addition to Phase I (already contracted capacity), there is an additional leasing agreement for Phase II for a further 260 MW IT load.

At the same time, a €1.2 billion expansion initiative was announced, in which $GLXY (-1,29%) with USD 750 million and $CRWV (-2,77%) with USD 450 million are to be involved - a signal for planned regional expansion beyond Texas and Nevada.

At the governance and management level, Galaxy and CoreWeave are apparently working on a common framework for AI governance (transparency, data protection), which underlines the regulatory maturity of the project. Operationally and financially, Galaxy is underpinning the transformation: the latest quarterly report shows a gross profit of USD 299 million gross profit and a 12-month turnover of approximately USD 3.2 billion;

in addition Matt Friedrich was appointed Chief Legal Officer (taking office on September 8, 2025), which complements the strength of the management board.

To summarize:

The combination of concrete construction activities on adjacent sites, the secured project financing, the full CoreWeave commitment to 800 MW as well as technical and energy alignment makes the earlier assumption about a significant expansion of Helios plausible and verifiable.

For Galaxy, this means a clear strategic realignment from a predominantly crypto-oriented business model to a capital-intensive but contract-based AI infrastructure platform with potentially stable, recurring cash flows.

Important:

The development is promising, but not free of risks

Construction and schedule risk
Implementation of the power supply
Market and demand development for GPU compute

This is not investment advice - just a summary of the facts and what they mean for the Helios transformation.

Sources:

Philipp

@awoQ

2Mês·

Galaxy Digital has all the ingredients for a massive rally.

Goldman Sachs alumnus as CEO - the billionaire turned crypto wizard: Mike Novogratz.

At first glance, everything appears to be $GLXY (-1,29%) a crypto relic - the share price hovers around €26 and is largely ignored by the wider market. But beneath the surface, the company is quietly transforming into a key player in the field of AI infrastructure in North America.

This is not just empty talk, but a fundamental growth story that is now gaining serious momentum.

Already huge BTC treasury. Ranked 8th globally and growing.

Crypto remains part of Galaxy's DNA, managing billions in assets and investing in AI startups, but it is now an optional upside factor rather than the main story.

At its core is a high-margin, low-capital AI infrastructure platform that generates stable, contractually secured cash flows - a value that the market is just beginning to recognize.

The linchpin of Galaxy's transformation is Helios, a massive AI data center campus in West Texas.

Originally built for crypto-mining and then decommissioned, Galaxy has transformed Helios into a next-gen AI compute hub and signed a 15-year contract with $CRWV (-2,77%) a leading AI cloud provider.

Phase I will deliver 133 megawatts of computing power by 2025 - fully leased.

Phase II will triple the capacity to 393 megawatts by 2027 - also fully contracted.

Helios alone is expected to generate around $700 million in recurring annual revenues with EBITDA margins of over 85%, which corresponds to around $600 million EBITDA. A comparison with competitors suggests that Helios is worth just under $10 billion.

But Galaxy is not standing still. With a pipeline volume of over 1.7 gigawatts of additional AI data centers already in permitting or under contract - i.e. multiple Helios-sized sites - Galaxy could be on track to generate $2 to $2.5 billion in EBITDA annually. This would establish them as the dominant landlord in the AI infrastructure real estate segment.

A genius on Twitter bought satellite imagery - which all but confirms that they are developing the adjacent HELIOS space into more AI data centers. More data centers = potentially billions more in revenue.

(Credit u/stefanvaderlux on Twitter)

Increased power requirements for their AI data centers have already been applied for in 2022 - putting them ahead of the AI wave and giving them first mover advantage once approval comes.

Value creation opportunity: if maximum capacity is approved, this could create $42 billion in enterprise value for their data center business alone.

First quarter earnings coming up: they have pushed back the date to August 5 - a very positive sign that they are beating expectations and/or making big announcements.
Investors are jumping on the Novo bandwagon so much that their most recent venture funding round was crowded: https://www.galaxy.com/newsroom/galaxy-announces-final-close-of-galaxy-ventures-fund-i
They're a big player in market-making. A Satoshi-era Bitcoin wallet moved 40,000 BTC and sent shockwaves. You can't just sell that much Bitcoin. These were sent for management and sale to $GLXY (-1,29%) sent to https://cointelegraph.com/news/bitcoin-whale-moves-last-btc-galaxy-digital

This man is so trusted that he is trusted with literally billions.

There is a very obvious crypto hype cycle going on right now. Just from this alone, we could see movement.

Today, Galaxy is trading at a market capitalization of around $10 billion. With the successful execution of the pipeline, a valuation of $100bn is achievable in the next two to three years - accordingly, the price would be around $260, almost ten times the current level.

GLXY is also already showing technical strength: the breakout above resistance in the € 23-24 range took place on rising volumes.

At a price of ~€26, Galaxy Digital offers an exceptional risk/reward profile - solid long-term prospects combined with exciting short-term momentum drivers. For investors looking to profit from the AI infrastructure boom beyond pure chip manufacturers, Galaxy Digital is a rare insider tip.

Sources:

+ 2

23.07

Galaxy Digital

Comprado x59 em € 26,02

€ 1.535,00

8

1 Comentar

Rock71@financial_genius_yvsxy

1Mês

Investing sees Galaxy with fair value 41$

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BamBamInvest

@BamBamInvest

1Mês·

Top 100 Public Bitcoin Treasury Companies and 72 Etherum Holding > 100 ETH

$BTC (+0,09%)
$ETH (+0,04%)

For those who are interested:

https://bitcointreasuries.net/

Entities holding >100 ETH in their treasury:

https://strategicethreserve.xyz/

$BMNR (+0,63%)
$SBET (+0,97%)
$MSTR (-0,1%)
$SWC
$3350 (+2,83%)
$CLSK (+4,7%)
COIN (+1,92%)
$MARA (-0,06%)
$RIOT (+1,28%)
$BTBT
$ETHM (-13,33%)
$CORZ (-2,28%)
$BTDR (+9,45%)
$GLXY (-1,29%)
$CIFR (+5,78%)
$IREN (+7,59%)
$DJT (+0,61%)

+ 3

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19 Comentários

SathosiRuffy@SathosiRuffy

1Mês

Very cool overview 🙏🏼 I am always surprised that BigTech, which is sitting on huge cash reserves, does not also invest in BTC.

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Ver todas as 8 restantes respostas

Aktien Stammtisch

@Aktien_Stammtisch

1Mês·

Galaxy Digital Q2'25 Earnings Highlights

$GLXY (-1,29%)

🔹 Net Income: $30.7M

🔹 EPS: $0.08 (Est. $0.10) 😐

🔹 Adj EBITDA: $211M; UP from ($290M) in Q1

🔹 Adj Gross Profit: $299M; UP from ($204M) in Q1

🔹 Total Assets: $9.1B; UP +43% QoQ

🔹 Total Equity: $2.6B; UP +38% QoQ

🔹 Cash & Stablecoins: $1.18B

🔹 Balance Sheet Net Digital Assets: $1.27B; UP +40% QoQ

🔹 Balance Sheet Venture/Fund/Other Investments: $718M; UP +15% QoQ

Digital Assets (Global Markets)

🔹 Adjusted Gross Profit: $55.4M; UP +28% QoQ

🔹 Digital Asset Trading Volumes: DOWN -22% QoQ

🔹 Average Loan Book Size: $1.1B; UP +27% QoQ

🔹 Total Trading Counterparties: 1,445; UP +5% QoQ

🔹 Investment Banking: Revenue recognized from Bitstamp–Robinhood deal

Asset Management & Infrastructure Solutions

🔹 Adjusted Gross Profit: $16.0M; DOWN -26% QoQ

🔹 Assets on Platform: $8.9B; UP +27% QoQ

🔹 ETFs: $3.3B; UP +28% QoQ

🔹 Alternatives: $2.4B; UP +18% QoQ

🔹 Assets Under Stake: $3.2B; UP +34% QoQ

Treasury & Corporate

🔹 Adjusted Gross Profit: $228M; turnaround from ($268M)

🔹 Adjusted EBITDA: $198M; turnaround from ($301M)

Data Centers & Helios Campus Expansion

🔹 CoreWeave committed to full 800MW at Helios

🔹 Additional 160 acres + 1GW interconnection acquired; expanding campus to 1,500 acres and 3.5GW potential

🔹 Phase I (133MW): Delivery expected 1H26

🔹 Phase I–III Committed Load: 526MW

🔹 Projected Annual Revenue: $1B+

Other Metrics & KPIs

🔹 Digital Assets Adjusted Gross Profit: $71.4M; UP +10% QoQ

🔹 Digital Assets Adjusted EBITDA: $13M

🔹 GAAP Revenues: $9.06B; DOWN -30% QoQ

🔹 Transaction Expenses: $8.63B; DOWN -33% QoQ

CEO Commentary

🔸 “July marked the strongest monthly financial performance in our Digital Assets business history.”

🔸 “We executed one of the largest notional bitcoin transactions in the industry.”

🔸 “We’ve expanded Helios to 3.5GW capacity and secured over 1,500 acres under control.”

🔸 “Data Center revenue expected to begin in 1H26 upon Phase I delivery to CoreWeave.”

1

Philipp

@awoQ

2Mês·

Galaxy Digital has all the ingredients for a massive rally.

Goldman Sachs alumnus as CEO - the billionaire turned crypto wizard: Mike Novogratz.

At first glance, everything appears to be $GLXY (-1,29%) a crypto relic - the share price hovers around €26 and is largely ignored by the wider market. But beneath the surface, the company is quietly transforming into a key player in the field of AI infrastructure in North America.

This is not just empty talk, but a fundamental growth story that is now gaining serious momentum.

Already huge BTC treasury. Ranked 8th globally and growing.