Duncan
@FloodCapital
Investing and crypto content. Will never sell a course or charge money.
$GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and there is ample liquidity to size into this. Here is a short summary of why I believe $GLXY is such a sleeper and significantly undervalued/misunderstood by the…
ICYMI: New episode with @Delphi_Digital’s Hivemind! 🔥 We discuss: - Ethena’s new $360M ENA vehicle - How USDe outcompetes other stables - Impact of the GENIUS Act - Overvaluation of L1s - Pump.Fun update & more! Timestamps: 0:00 Introduction 1:27 Ethena & its…
Sadly no $GLXY pitch this time, but @gdog97_ was an excellent guest - got to ask some long standing questions I had on Ethena and I was really impressed by his answers! Also we had a good market / valuation discussion between the whole crew.
New episode with @Delphi_Digital’s Hivemind! 🔥 We discuss: - Ethena’s new $360M ENA vehicle - How USDe outcompetes other stables - Impact of the GENIUS Act - Overvaluation of L1s like ETH & SOL - Pump.Fun update & more! @ceterispar1bus @ZeMariaMacedo…
$GLXY > $COIN and $CRCL despite being 1/10th - 1/5th the market cap!
Few observations by looking at top 8 projects by mindshare: 1/ BTC flipped again ETH in mindshare after several consecutive days where ETH was #1. 2/ Stablecoin season continues strongly as shown by $ENA @ethena_labs outperformance 3/ Galaxy @galaxyhq dominating the crypto…
You should really take a look at $GLXY as an investment, it’s my highest conviction holding!
$GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and there is ample liquidity to size into this. Here is a short summary of why I believe $GLXY is such a sleeper and significantly undervalued/misunderstood by the…
And….only available to a lot of U.S. institutional money since it was listed on Nasdaq on May 16th. It was an uplist from the Canadian exchange Visibility increasing just as legislative tailwinds come into the sector. $HOOD 90b $COIN 100b $GLXY 12b
Would genuinely like to hear other peoples top ideas in terms of risk reward - for me it’s clearly $GLXY at ~$11.5B. 1) Comprehensive crypto exposure via their >$3B balance sheet of crypto and crypto VC investments + extensive crypto biz lines & joint ventures. There isn’t…
$GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and there is ample liquidity to size into this. Here is a short summary of why I believe $GLXY is such a sleeper and significantly undervalued/misunderstood by the…
$GLXY is the fastest horse, the Goldman Sachs X Berkshire Hathaway of crypto, building a data center on the same scale as Mag 7 behemoths like $META, $AMZN, $MSFT. All for ~$11.5B while approaching price discovery for the first time in 5 years…
$GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and there is ample liquidity to size into this. Here is a short summary of why I believe $GLXY is such a sleeper and significantly undervalued/misunderstood by the…
The $GLXY flywheel for building out Helios with $CRWV Full video covering Galaxy Digitals capital position in quoted tweet. Follow @RHouseResearch and @FloodCapital for more written insights on @galaxyhq.
Segment on $GLXY capital raises and coming initialized coverage $JPM $GS $JEF we're underwriters of the raise at $19, taking their capital position from $1 to $1.5 Billion Thanks friend "doesn't think there is an unlock" Given the scope of Galaxy Digital business, this…
I can’t be bullish enough on $GLXY. – Helios could justify a rerate alone – Next crypto parabola = AUM & fee explosion from treasuries – Tokenization biz not even in the model – IPO pipeline is stacked—Galaxy holds serious size in future leaders This isn’t just a crypto proxy.…
$GLXY Industry leader confirmed (As if we didn't know already). This billionaire OG chose Galaxy to execute this trade. Not Goldman, not Blackrock, not Fidelity, not Coinbase, not Gemini..... $GS $BLK $COIN investor.galaxy.com/news/news-deta… Galaxy Digital Holdings Ltd. - Galaxy Executes…
Yup - $BTC is roughly flat from a week ago when the coins were first identified as being sent to a $GLXY wallet. Incredible execution, and probably an 8+ figure fee haul on a single trade.
the FULL 80,000 btc from ancient bitcoin whale has been sold by galaxy, according to press release $9B worth of bitcoin fully absorbed by the market hahahahahahaha we’re going so much higher lololololol
Complete chads and market barely moved investor.galaxy.com/news/news-deta… $GLXY
Segment on $GLXY capital raises and coming initialized coverage $JPM $GS $JEF we're underwriters of the raise at $19, taking their capital position from $1 to $1.5 Billion Thanks friend "doesn't think there is an unlock" Given the scope of Galaxy Digital business, this…
Very bullish $SBET and by extension on of their investors, custodians and staking providers $GLXY!
BLACKROCK’S HEAD OF DIGITAL ASSETS LEAVES TO JOIN SHARPLINK GAMING, THE SECOND-LARGEST #ETHEREUM TREASURY COMPANY
Totally agree! Although $GLXY does have a ton of crypto exposure the market is clearly not giving Galaxy's data center business enough credit. Although I think this could change on August 5th earnings where we should get some material updates, some things we may get updates on…
$GLXY still being treated like a higher levered crypto proxy is a good thing. Market is telling you they either don’t believe the data centre in Helios or just don’t know about it. Usually the kind of misunderstood setups that yield the highest return.
$GLXY is the Goldman Sachs of crypto, they are everywhere, every chain, every service, a full one stop shop for anything crypto related. + have a monstrous AI data center business!
Update: #GalaxyDigital has transferred nearly 30,000 $BTC($3.5B) out today, most of which went directly to exchanges and were sold. Then #GalaxyDigital withdrew 1.15B $USDT from exchanges. #GalaxyDigital still holds 18,504 $BTC($2.14B). x.com/lookonchain/st…
#Solana Validator News: @galaxyhq NASDAQ: GLXY moves into #4 position as forth largest @solana validator behind #1 @binance and #2 @heliuslabs
Not only is $GLXY very attractive vs alts at this valuation but it’s very attractive relative to other high quality crypto equities that are all >$100B market cap like $COIN, $HOOD, and $MSTR
show me an altcoin chart under $10B that has a better chart + fundamentals setup than $GLXY & ill show you a flying dragon with antlers on top of the entire state building it doesnt exist
show me an altcoin chart under $10B that has a better chart + fundamentals setup than $GLXY & ill show you a flying dragon with antlers on top of the entire state building it doesnt exist