Bitcoin since 2016 • Featured in @Forbes

Joined December 2011
Sometimes you're flush and sometimes you're bust, and when you're up, it's never as good as it seems, and when you're down, you never think you'll be up again, but life goes on.
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This morning Galaxy (Nasdaq: $GLXY) reported third quarter 2026 results. See below for Q3 highlights. Read the full release: galaxy.visitlink.me/ywCFGD
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Galaxy (Nasdaq: $GLXY) will report third quarter 2026 financial results before market open on Tuesday, October 27. @novogratz and members of management will host a live webcast at 8:30 AM ET.
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$GLXY @galaxyhq #GalaxyDataCenters #Helios Based on my research and sauces I can say with confidence that the current construction progress on HEL03 and HEL04 is in time with the time schedule, probably even ahead of schedule. Regarding HEL03 the ground foundation work for diesel gens and chillers is currently at a very advanced stage. I expect the concrete work to start within the next few days, probably they have already begun with that. Will all of this be a factor to save the earnings report? TBH, probably not - but it does calm my mind a little bit. Tomorrow I will post e a new DD post regarding the construction progress, which will contain a little positive surprise. Stay tuned 🤝 Stay safe fellas!
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$GLXY Unfortunately this past 18 months have proven that @novogratz is an incompetent CEO and the board needs to make a change. Silence when the market desperately needs communication from management at every important point in time, never worse than right now. Yet he is able to sell books on podcasts and make (probably fiduciary liability) comments about "bubbles" in his own industry. It clearly appears he does not have shareholder interests at heart, which is baffling given his 49% ownership in the company. Many, many long term and large shareholders of the stock have voiced their view to me on 10/27 as the "most important earnings call" yet. We have all said that before, but this time if the numbers, tone, and transparency do not improve, I fear there will be a dramatic flood of investors getting out of this name and never looking back. I have never considered selling my core position until now. Take that how you will. I won't go on and on about the blunders that Novogratz has made since the uplist (p.s. down 30% since that). But if there is no alleviation of the Coreweave credit issue and contingency outlined should they default, this name could very easily trade at book value ($6-7). That said, a simple addressing of Coreweave, explaining how plans are in place to quickly find a replacement tenant, expectations of market rates for that contract (even if slightly worse), and progress/announcement of a new tenant for 830MW Helios ii, could send the stock back to $30 or better by year end very easily. I would also like to see the BTGO lawsuit settled because that is another overhang to the stock given a possible $100MM+ interest liability.
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BREAKING: Iran has instructed all arms of its armed forces to treat political targets associated with the US and other participants in the war, along with their infrastructure, as legitimate targets in the next round of large-scale war with the US and Israel, which Tehran considers certain, per a senior Iranian security official to Fars. It comes as Trump has shifted toward favoring a preemptive strike on Iran in recent hours.
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$GLXY I'm buying here after capitulation-like volumes seen last week, with price now hitting 0.625 Gann level support at $15.25
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StoneX says the market has $GLXY all WRONG! It reiterated Buy with a $57 price target after the stock fell ~30% in two weeks to a 52-week low of $15 The selloff is about CoreWeave, the only signed tenant at Galaxy's Helios data center. CoreWeave's bonds yield ~15% and it had $35.6B of debt at the end of June Analyst Mark Palmer says "the market has concluded that a landlord to a stressed neocloud deserves to trade like one," but that ignores how much the math works in favor of Galaxy shareholders He thinks the stock undervalues Helios and gives Galaxy's digital asset business basically no value He also thinks the CoreWeave risk is overstated. Its backlog nearly quadrupled to $104B in five quarters, GPU rental rates are firm and demand still outstrips supply I agree with Palmer and think that $GLXY is an absolute steal at these prices
Incomplete data is the reason the markets have overblown the CoreWeave risks This will be fixed soon, but the opportunity remains until 2 VERY important developments happen 1. Quarterly financial reporting from OpenAI and Anthropic 2. Better tracking of GPU / compute pricing Nebius just gave us the first version of their own spot GPU pricing across various regions and models The more actual data the market has, the better the market can forecast and model and the less irrational the market becomes I think the Coreweave scare is overblown and it's happening because the market has incomplete data about AI revenues from the 2 most important companies and incomplete data on the pricing and longevity of compute Of course, this is a nascent market so this is all part of the process. It's also a big reason why we still get incredible buying opportunities for companies like CoreWeave and Nebius, as the market confuses its forecasting and overstates the risks Once we get quarterly reporting from the AI labs and clean GPU pricing data globally, the alpha will no longer exist and the opportunity in the compute market will be a lot less interesting In the meantime, as investors, we need to take advantage of this opportunities while we can! This is exactly why I bought $NBIS last week and sent a signal to our Milk Road PRO members to accumulate at $164. You can see what else I own in my portfolio here: link.milkroad.com/t5837z
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Explore Bitcoin opportunities with Sygnum's External Asset Managers (EAM) & Multi-Family Offices (MFO) team at @LuganoPlanB Forum 2026! Sygnum's Romano Marco Brotschi, Head of EAM & MFO, and Serge Brunner, Relationship Manager EAM & MFO, will attend Lugano's Plan ₿ Forum 2026 in Lugano on 23–24 October. Come talk to the team about Sygnum's Bitcoin-native solutions, including Bitcoin Lombard loans, the Starboard Sygnum BTC Alpha Fund, Bitcoin spot and derivatives trading, and 100% offline Cryo cold storage. 👉 Explore Sygnum's Bitcoin-native solutions: sygnum.com/grow-your-btc/?ut… Sygnum team members Mathias Imbach, Dom Castley, Pascal Eberle, Sergio González Gesto, Ines D., Atanas Piskachev, Manuel Meier, Markus Hämmerli, Lutz Preussler, Iulian Zanoaga, Jesper Grosen Jensen, Malachi Richards, Jennifer Aubrecht, Annsophie von Frenckell, Joshua M. Devine and Lukas Jelk will also join the Plan B Forum. 📍 Visit us at Villa Ciani, 1st floor, Room 105 Disclaimer:sygnum.com/disclaimer-2-2/?u…
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Trump: If you’re in doubt about somebody's name from the Middle East, just say Mohammed, you have about a 65% chance. Hello, Mohammed. I've done it for years now. I’ve never been wrong.
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Easy enough
Alleged Ledger exploit day after AI fud, yeah I'm scaling into longs today. 10/10 we bounce.
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The latest OGE filing (July 2026, 1,156 trades) shows notable purchases of $1M-$5M each in Intuit, Marvell Technology, Salesforce, Church & Dwight, and an iShares Russell 1000 ETF. Also $500K-$1M buys of Nvidia, CrowdStrike, Datadog, Palo Alto Networks, ServiceNow, and Zebra; plus SpaceX ($15K-$50K) and smaller Coinbase.
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bitcoin:native just closed a weekly candle above its 50WMA for the first time in 46 weeks
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Galaxy Curation is expanding to @solana. We're launching two institutional vaults on @kamino, Galaxy USDC and Galaxy USDT, bringing our institutional risk framework to a second blockchain ecosystem. The same standards that govern our OTC trading and lending business, now onchain on Solana.
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Yesterday we closed the book on XBTUSD — the contract that started it all. Launched on 13 May 2016, it was the longest-running perpetual swap contract in crypto. And until we are told otherwise, the longest running derivatives contract of any kind, given TradFi still trades on contracts that expire. Let's take a trip down memory lane one last time 💔
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BREAKING: Rocket Lab unveils a new space solar cell that’s 32% efficient, 40% lighter and completely germanium-free $RKLB currently trades at $65.87
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MARVELL $MRVL CEO: THE COMPANY IS FIRING ON ALL CYLINDERS
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JUST IN: Iran offers to revive the June interim deal & vows it will “immediately reciprocate” if U.S. honors its commitments.
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Order of Top $GLXY shareholders 1. GLXY CEO 2. Capital Research Global Investors 3. Vanguard 4. Fidelity 5. BlackRock 6. California State Teachers Retirement 7. GLXY President/CIO HODL👨‍🚀
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$uranium - looks solid
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Silver $SLV reclaiming the 200 👀
Silver about to shine again? 👀 $SLV
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