Galaxy Digital: The Most Interesting Identity Crisis In Crypto
2026-05-20 12:22:26 ET
Investment Thesis
Rating: Hold
On paper, Galaxy Digital is one of the more appealing names in the digital asset world. They've recently pivoted from a pure crypto platform into data center infrastructure business with a 1.4 Gigawatt "Helios" campus in West Texas. This data center is anchored by CoreWeave on a 15 year triple-net lease estimated at $16billion+ in contract revenue (both Phases). This long term vision resembles the early chapters of Equinix or Digital Realty by starting with one anchor tenant, proving the economics, and eventually evolving into a multi-tenant infrastructure platform trading at 20-25x EBITDA....
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Galaxy Digital: The Most Interesting Identity Crisis In Crypto
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