mostly closing, some to ride

Got upgraded on my flight to NYC this morning and everyone in 1st class had their laptops out, buying ENA. I looked back into the rest of the plane - everyone was longing pump and LTC. Was just a very interesting observation.

maybe something like this on pump to mimic zora PA - launch with a splash, hate, irrelevance, consolidation squeeze up on shorts getting liqed timing w/ some onchain sol szn and sol pumping maybe?

If you are wondering why $GLXY missed EPS but beat massively on EBITDA...GAAP doesn't let you book gains on holdings/derivs; they booked a small impairment in Net Income but no gains. EPS is irrelevant on the path towards commercializing Helios. @novogratz @stefanvanderlux

$GLXY Coreweave $CRWV executed final option and Helios buildout is on track. Also, July was best month ever for the crypto business.

people are retarded, everywhere I look, retards.

Good summary of why the UK is a dump

agents, defai, anything ai related in crypto, is basically shit

please stop shilling "infofi" thank you for your attention to this matter

Why $GLXY Could Be a 10x Play (a🧵) $GLXY is surging among investors as the "Goldman Sachs of crypto" pivots into AI infrastructure, blending institutional crypto services with high-margin data center leases. This diversified powerhouse offers massive upside over the next 3-5 years. By 2030, Galaxy could emerge as a global leader in digital assets and AI compute, capitalizing on crypto adoption and the sector's projected 156 GW power demand for AI. Here's why: With a $3B+ balance sheet (BTC, ETH, ventures), full-stack crypto ops (trading, lending, asset mgmt, staking), and Helios data center (393MW leased to CoreWeave at ~$900M avg annual revenue, 90% margins; pipeline to 2.5GW+), $GLXY hedges crypto volatility with stable AI cash flows. Projected 20%+ CAGR, $2B+ EBITDA from infra, and 10x from its $10B market cap, fueled by BTC rallies to $185k+ and hyperscaler deals. 🚀 Whether you're a longtime holder or new to $GLXY, this concise overview covers the company’s infrastructure, edge, financials, and growth prospects.