Web3 Investing LLC
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TM: Web3 Investing
Friendly reminder that there isn't enough shares of $glxy for public consumption. 132,440 watchers of $coin on @Stocktwits 5,256 watchers of $glxy It is early. I expect about 140 to 160M shares total available... compare that to the 120M from ethereum... ethereum is at…
3:30pm EST. 18M volume hit on $glxy 380M shares available * 52% = 198M held by novo 182M left. approximately 10-20% held by other insiders. 182 * 10% = 18.2M 182M - 18.2M = 163.2M shares left on open market let's assume we go to 10M shares traded a day with a 60/40 volume…
How is $GLXY still under $100? You get $BTC and $ETH treasury, An institution trading desk, and an AI data center infrastructure set up with a $4.5 billion commitment already…. WHAT!!?! Massive upside in my opinion. I’m long
The pain to the marketshare takeover by bonk is way worse than the fud by $pump @a1lon9 has to do something very quickly to turn the ship. Cash is trash if you dont restore confidence. Everything is future revenue, future cash. Not current.
So we are pricing $pump at < 1 billion. They hold over 1.2b in cash. Their fully diluted is 3b and they made over 700 last year so we are pricing their rev at under 5 to 1. Nope. That doesn't make sense. @a1lon9 you should be buying back your token as soon as possible.…
Me when I think about #crypto as the fastest growing asset class in history, the #ai infrastructure needed, legislative tailwinds for the first time ever, VC allocations, along with $GLXY only being listed on U.S. exchanges for 9 weeks.
Galaxy Digital sold more than $9 billion worth of bitcoin and BTC only went down to $115,000. Bullish 🐂
Mind the gap $GLXY
Crypto equities mindshare. Galaxy is leading horse. 1 $GLXY - $11 Billion 2 $COIN - $100 Billion 3 $IBIT 4 $CRCL $43 Billion 5 $BMNR 6 $SBET 7 $MSTR $117 Billion 9 $HOOD $36.85 Billion Ripped from a @NicolasFlamelX tweet
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
$GLXY -> $140 Q1 2026 Even after the recent pullback to ~US$29.5, $GLXY trades at ~1.2× forward book value and ~6× 2025 EBITDA, versus 10–12× for U.S. alt‑asset managers and 15x for $COIN. Key catalysts to watch Q2 earnings (Aug 13) — first full quarter post‑uplist; the…
$GLXY I know many great people have been all over this. But I think it's worthy of another mention now. This volume do on the 50% advance is beyond notable. Ideal situation would be for this to build out some tightness up here in the $26-$33 range, ideally towards the higher end…
Mind blown to see @a1lon9 and @pumpdotfun raise 500M in 12 minutes and now their token is underperformed the ico listing price not for minutes, or hours.... but days. The reflection of an underperforming token is also reflecting directly in their market share. They'll need to…
@AllUnityStable @galaxyhq $GLXY A preview for AllUnity's euro-denominated stablecoin $EURAU is now available on @CoinMarketCap. According to the preview $EURAU will be launched next Tuesday July 29th. Galaxy has a 33% stake in AllUnity.
$PUMP increased by 15% in a few minutes ( @pumpdotfun Looks To Start Incentive Program As Platform Loses Marketshare ) @a1lon9 finally cooking
7101dogdaot@ @toadgod1017 葉、道具、道だった (Ha, dōgu, dō datta) "The leaf, the tool, and the Way were [one]." Friendly reminder that toadgod's handle was a coded reference to #Taboshi from the very beginning. Years in the making. All planned ahead. $toby #patience
Warren Buffett has exposed to #Bitcoin since 2022 with his $760m investment in Brazils crypto friendly @nubank - here is Nubank vs Bitcoin. Smart and stealthy Warren.
pretty amazing to see $pump under its ICO that sold out in 12 minutes for 500m. I think they have more cash than they have in market cap now. wild.
$GLXY now they are definitely everywhere. Incredible.
Complete chads and market barely moved investor.galaxy.com/news/news-deta… $GLXY