StefanVanderLux
@stefanvanderlux
Entrepreneur | Crypto & Stocks Trading | Currently 100% in $GLXY
$GLXY @galaxyhq #Helios Let's welcome Galaxy's newly hired VP of Construction. I personally like the fact that Craig worked in different sectors bringing best practice approaches from all his stations. Also being a MBA is a benefit. We expect big things from you Craig 🫡
Based on the statement that $GLXY evaluated 40 DC sites for potential acquisition targets,it just formed a LLC purely dedicated for development purposes in Texas.A VP for construction was just hired this week.There is an elevated chance $GLXY will grab a site in the near future
$GLXY Whenever you see someone is saying that Galaxy sells / buys coins, please ask yourself if Galaxy is acting on behalf of their clients or are they acting for Galaxy itself. Huge difference! Many times Galaxy acts on behalf of clients. x.com/Kiiitch/status…
What is the shitposting about $GLXY ? Galaxy execute on behalf of institutional clients, they’ve held their own stack for years, why on earth would anyone assume they have sold some of their stack? It’s a retarded post. The entire market is deleveraging, trying to blame $GLXY for…
$GLXY Good stuff by @pennycheck on how $GLXY's digital asset business does benefit from the Genuis Act. The data center business is/will be important for $GLXY's future growth,but so is the DA business. The post hasn't gotten the attention it actually desevers. Give it a read
Watching for the Genius Act vote. Honestly can't think of any equity it is more bullish for than $GLXY After years of “regulation by enforcement” and uncertainty that pushed crypto innovation offshore, U.S. lawmakers are advancing comprehensive reforms for digital assets. Chief…
Yessir. This is huge as $GLXY benefits in two ways from the treasury plays : 1) gains on equity from their investment (~4-5x currently on SBET and BMNR for example) and 2) fees and income generated from servicing the treasury companies (trading, staking,etc). Bullish!
Many people rave about $GLXY's data centre business / Helios, but I think its asset management business is really slept upon. I think ALONE, this business can can be responsible for $40/share of value within the next year (the entire market cap of $GLXY now). In short, $GLXY…
Fun-fact about SharpLink $SBET and Galaxy Digital $GLXY: Galaxy @galaxyhq has an asset management agreement with SharpLink to manage $SBET's ETH Treasury. The asset mgmt. agreement outlines a tiered 0.25% - 1.25% mgmt. fee as a % of AUM. The asset mgmt. agreement (as also…
$GLXY @galaxyhq #GalaxyOne It appears to me that Galaxy is anticipating / expecting strong growth in its lending business, which required the forming of a dedicated LLC. Bullish 👀
$GLXY @galaxyhq @intangiblecoins A nugget from @galaxy__brains' latest podcast. The go-live of the (new) Prime Platform & also building an on-chain version of it is under the radar of most investors. Prime can be Galaxy's USP, almost no competition in the institutional world.
$GLXY @galaxyhq @GK8_Security Pay attention to smaller accounts like mine or JR's, because they often share good insights Tokenization of art is coming?! Galaxy and GK8 makes it possible 👀
$GLXY While, I think is more for bringing appraisals and valuations on chain initially, imagine if they use this as a platform to offer tokenization to their database of clients using Galaxy tech. Just like the violin a few years back. Could be a whole new paradigm in how…
$GLXY's recent partnerships are already $4B AUM "1% annually on $5B is $50M. $50M of high-margin mgmt fees. AM typ. trade for 20x+ their fee-related earnings.Using a discounted,10x multiple (to account for the vola in the underly. AUM),this revenue stream would be worth $500M"
Fun-fact about SharpLink $SBET and Galaxy Digital $GLXY: Galaxy @galaxyhq has an asset management agreement with SharpLink to manage $SBET's ETH Treasury. The asset mgmt. agreement outlines a tiered 0.25% - 1.25% mgmt. fee as a % of AUM. The asset mgmt. agreement (as also…
$GLXY Great post, I do appreciate & enjoy ur work. One addition: I agree with everything you highlight in ur thread. But there is more to consider, because beside the asset mgmt almost every part of Galaxy's digital asset business is involved. These are extra $$$ on top 👀💪
Fun-fact about SharpLink $SBET and Galaxy Digital $GLXY: Galaxy @galaxyhq has an asset management agreement with SharpLink to manage $SBET's ETH Treasury. The asset mgmt. agreement outlines a tiered 0.25% - 1.25% mgmt. fee as a % of AUM. The asset mgmt. agreement (as also…
Crypto and AI? Hmmm....where can I get exposure with a company that's leading both industries? $GLXY
Robinhood CEO Vlad Tenev believes crypto and AI will "shape the future of every industry."
Can $GLXY start live streaming its earnings calls on YouTube like Coinbase has been doing @novogratz @jonathan_mg27 @cferraro06 @SteveKurz @intangiblecoins ? Like and retweet to make it happens
"If there’s 100 rn and 10 of them achieve scale, what does phase 2 look like for those that achieve the scale? And are they able to do more in DeFi to generate yield and stay ahead of the ETFs on performance...?” Answer: Yes, and they will stake with $GLXY @SteveKurz
Amid unrelenting crypto treasury updates, Galaxy’s @SteveKurz ponders what Phase 2 looks like for these companies blockworks.co/news/companies…
$GLXY Most of you probably know, but is for all new $GLXY bag holders: @galaxyhq participated in the series B funding of BitGo. I think Galaxy will make some decent money when BitGo goes public 👀
Crypto custodian BitGo joins Grayscale in confidentially filing IPO documents with SEC theblock.co/post/363601/cr…
$GLXY is the top 3 holdings of $BLOK ETF It's ranked above $MSTR!
$GLXY Big crypto accounts start buying GLXY 🤝
CGJ capital has acquired a 7 figure position in $SBET at $29.90 & $GLXY $26.70
The moment $GLXY will meet Fundstrat's requirements it is very likely it will become a granny shot $GRNY
Love this @galaxyhq You have been a great partner