Episode Details
| Title | The Bull Case For GLXY With Duncan & Rittenhouse Research |
|---|---|
| Date | 8/4/2025 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $GLXY - Galaxy Digital (GLXY) is viewed as a strong long-term investment with significant upside potential due to its robust balance sheet, profitable crypto operations, and valuable data center business. Analysts project a potential share price of $100 in the next few years and estimate the company's current contracts could be worth up to $10 billion.
- “I think it could be worth $100 a share in the next few years. That's personally how I'm thinking about it. It's definitely a long term investment.” - Duncan (0:02)
- “I think what's been approved today and what's on lease today with CoreWeave is probably worth high single digits to 10 billion alone” - Matt (1:26:09)
- “Galaxy is in a completely different position where they have a very strong balance sheet and they actually have the best deal economics out of the few other deals that are out there” - Duncan (7:25)
- “Whereas Galaxy has historically ran a pretty profitable crypto operating business. So their trading business, their investment banking business, their asset management, the staking, that's the core of the digital assets operations. I think that's generated over 2 billion of cumulative profits since Galaxy was founded, whereas all these other Bitcoin miners have been losing money hand over fist.” - Matt (8:57)
- 🟢 $DATACENTER - 🔒
- 🟢 $ALLUNITY - 🔒
Bearish:
- 🔻 $BTCMINERS - 🔒