GLXY is the bridge. The one connecting traditional finance, blockchain, AI infrastructure, and the digital economy of tomorrow.
Helios Phase 1 Delivered: First data hall handed over to CoreWeave in April 2026, transition from construction to revenue-generating operations is ON. Full 133 MW critical IT load on track for end of Q2 2026.
• Massive Power Expansion: ERCOT approved +830 MW, doubling total approved capacity at Helios to over 1.6 GW one of the largest front-of-the-meter AI/HPC campuses in the world.
• CoreWeave Partnership Locked: 15-year lease for 526 MW+ (Phase 1 & 2), potential $1B+ annual revenue at full ramp with ~90% site-level margins. And Phase 2 construction already advancing, deliveries starting H1 2027.
• Tokenization Leadership: Real-world asset infrastructure built and scaling, tokenized GLXY shares on Solana, partnerships like State Street, and the bridge between TradFi, blockchain, and AI. Assets on platform hit $17B. BlackRock chooses Galaxy as its trusted validator for billions in Ethereum.
• aggressive share buybacks ($65M in Q1), strong balance sheet with billions in cash/liquidity to self-fund growth without heavy dilution.
The data center business is just starting to cash flow while the core digital assets franchise (trading, asset management, staking) keeps compounding. At current levels, you’re getting the AI infrastructure powerhouse almost for free on top of everything else.
Why does stand out in this market?
byu/Neat_Ad_1592 ininvesting
Posted by Neat_Ad_1592
1 Comment
feels like a lot of the upside here is already priced into the narrative
it’s interesting, but a lot depends on execution actually matching those projections over time