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Joker Frog
Remilia Maxi // Shitpost Connoisseur
Retired Stay at Home Dad
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$GLXY Galaxy Digital, unlocking multi-billion-dollar opportunities in Crypto, Blockchain, Stablecoins, tokenization, custody technology and AI #HELIOS
Here is why im BULLISH on Galaxy Digital:
First of all companies like Galaxy are game-changers, like a ticket to a whole new life.
Galaxy Digital is driving the convergence of cryptocurrency and artificial intelligence, forging strategic partnerships with industry giants like @InvescoUS , @StateStreet et , @MetaMask , @DeutscheBank and @CoreWeave to bring digital assets and AI infrastructure to the mainstream.
Their flagship Helios data center campus in Texas, with a capacity of 1.7 gigawatts and a potential expansion to 2.6 gigawatts, could be one of the largest in the U.S. 600 MW in partnership-backed by a 15-year, $14 billion lease with CoreWeave $CRWV , just do the Math for the outstanding MW, this project positions Galaxy Digital as a powerhouse in fueling the AI revolution.
In Europe, Galaxy Digital is launching EURAU, a fully regulated, euro-backed stablecoin built for institutions, through a joint venture called @AllUnityStable with equal 33.3% stakes held by Galaxy Digital, @DWS_Group (a subsidiary of DeutscheBank , Europe’s 9th largest bank with a balance sheet of ~$1.45 trillion), and @FlowTraders - Europe’s leading ETF market maker.
And they’re in talks with several DAX companies, heavyweights like @SAP - a global leader in enterprise software, has a strong interest in digital transformation and blockchain technologies, which align with AllUnityStable tokenization and payment solutions. SAP’s focus on cloud computing and IoT could complement AllUnity’s stablecoin for secure, 24/7 cross-border payments. $SAP has a market cap of €351.27B and over 95% of its revenue from international markets, they could benefit from AllUnity’s infrastructure for global transactions.
Galaxy’s subsidiary @GK8_Security provides cutting-edge tokenization and custody technology, ensuring security and regulatory compliance for $EURAU - the Allunity stablecoin!
Investment Banking (M&A advisory, equity and debt capital markets, general advisory)
•Advisor to Bitstamp on their sale to $HOOD
•Has been an investor and involved in recent treasury deals like $SBET and $BMNR @fundstrat
Asset management (Alternatives, Global ETFs/ETPs, Crypto Services)
•$7B of assets on the platform (involved with multiple ETFs)
•Won contracts like the FTX estate deal
•$3B in assets staked with them (4th largest validator on Solana, rumored to becoming a $HYPE validator) ^ Involved with lots of these treasury companies and can help them custody + stake assets like $ETH $SOL $HYPE - Galaxy is a go to player for these companies
•Just announced an oversubscribed crypto venture fund of $175M
Also has Galaxy 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 confirmed by SharpLink's website) further provides for the staking of this ETH (with Galaxy using its own validators).
Assuming:
•0.75% (mid-point of 0.25% - 1.25% range) asset mgmt. fee
•0.25% staking fee (10% commission on ETH's ~2.5% staking yield)
Galaxy is set to earn 1%, annually, in high-margin fees, for the portion of $SBET's treasury Galaxy's manages. Galaxy likely will be responsible for 50% of the $SBET treasury given ParaFi also has an asset mgmt. agreement with $SBET.
Let's say $SBET grows their treasury to $10B (and thus Galaxy manages half $5B).
1% annually on $5B is $50MM. $50MM of high-margin mgmt. fees.
Stay calm, stay confident, Galaxy’s moment is on the horizon, powered by the dynamic potential of Crypto, Blockchain, Stablecoins and AI unlocking multi-billion-dollar opportunities.
Research done @FloodCapital @RHouseResearch and @KARLW0LF
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Dinero Community Call — July 18, 2025
On last week’s call, we broke down major protocol upgrades and strategic partnerships for Q3 👁️
• Six-figure grant from Eigenlayer: All LSTs transitioning to LRTs with restaking by default
• pxSOL mainnet ready: Launching with Galaxy validator infrastructure
• Exclusive institutional rails: Partnership with Galaxy/Laser for institutional restaking
• Marketing overhaul: New KOL strategy launching with pxSOL
• ultraETH momentum: 10x activity spike, 50-4,000% yields on Ink blockchain
• 10 Branded LSTs: 8 live, Camp and Injective partnerships finalizing
• pxETH V2 pending audits: Enhanced upgradeability for Eigenlayer integration + Pectra compatibility

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July 23 Update:
10 #Bitcoin ETFs
NetFlow: -866 $BTC(-$102.18M)🔴
#Bitwise outflows 354 $BTC($41.73M) and currently holds 40,573 $BTC($4.79B).
9 #Ethereum ETFs
NetFlow: +139,216 $ETH(+$508.14M)🟢
#iShares(Blackrock) inflows 115,295 $ETH($420.83M) and currently holds 2,714,049 $ETH($9.91B).

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