Post by Arca

That’s Our Two Satoshis — Galaxy Digital (GLXY): How a Distressed Mining Site Buyout Became Both a Pot of Gold and an Identity Crisis This week’s post is guest authored by Arca Research Associate Alex Woodard, examining how Galaxy Digital’s distressed acquisition of Helios evolved into a large HPC/AI data center project and reshaped the company’s public-market identity. He also makes the case that separating the AI infrastructure business could make GLXY easier for investors to understand and value. • Galaxy’s digital asset and AI businesses under one ticker • Distressed Helios acquisition and transition into AI infrastructure • CoreWeave HPC/AI hosting agreement reshaping Galaxy’s business model • The case for a spin-off to clarify GLXY’s identity Read the full post here 👉 https://bit.ly/4w8hCwc