X @Ansem
Ansem 🧸💸·2025-07-18 15:04
Company Overview - Galaxy Digital ($GLXY) is positioned as a crypto bank and infrastructure provider [1] - The company holds over $3 billion (>$3B) in crypto assets on its balance sheet [1] - Crypto assets include Bitcoin ($BTC), Ethereum ($ETH), Solana ($SOL), and HYPE [1] AI Data Center Development - Galaxy Digital is constructing a large AI data center in the US [1] - The data center has 800 MW of approved power capacity [1] - An additional 1.7 GW of power capacity is under study for the data center [1] Market Valuation - Galaxy Digital's market capitalization is $10 billion ($10B) [1] - The author suggests a potential 5-10x increase in market capitalization to align with peers [1]