🌌⚡️🚀 GLXY ignition: Helios buildout meets crypto power, $36 is the launchpad, $200 the horizon 🚀⚡️🌌
@Barcode：
$Galaxy Digital Holdings Ltd.(GLXY)$ $CoreWeave, Inc.(CRWV)$ 🌌 I’m resolutely bullish as Galaxy Digital converts a liquidity flush into a market reckoning. I am hyper-focused on the convergence of crypto treasury strength and AI infrastructure scale, and I’m tactically confident the next leg is a credibility reset rather than a fade. This isn’t divergence, it’s detachment. 📊 Chart Breakdown At close the stock printed 27.78, down 1.10%, with pre-market 29.15, up 1.37 and 4.93%. Weekly momentum is firm with RSI6 at 66.09, RSI12 at 64.21, and RSI24 at 61.44. MACD shows DIF 3.00, DEA 2.01, MACD line 1.98, signaling positive impulse without exhaustion. Price reclaimed the prior IPO-high zone near 30, which now aligns with 20 EMA support; MA5 sits at 26.60, MA10 at 23.24, MA20 at 19.64, MA30 at 18.76. Structure is a multi-year cup and handle with an active bull flag on the right side; a break above 35 opens the log-scale 1.618 extension at 185.77 from a 1.0 marker at 34.18. On the 4-hour, Keltner 240 and Bollinger 240 bands are expanding after mid-July thrust; EMAs 13, 21, and 55 are stacked, supporting trend continuation. I’m watching 26 as near-term flag support; 18.24 is the threshold labeled bullish above for the larger trend. Earnings Snapshot Net income in Q2 2025 printed 30.7 million, or 0.08 per diluted share, with adjusted EBITDA at 211 million. Total equity reached 2.6 billion and liquidity remains strong with 1.2 billion in cash and stablecoins. July marked record operating performance across the Digital Assets businesses. The company expects data-center revenue to begin in the first half of 2026. 📈 Segment Revenues Digital Assets adjusted gross profit increased 10% quarter over quarter to 71.4 million. Global Markets adjusted gross profit rose 28% quarter over quarter to 55.4 million. Assets under Management climbed 27% quarter over quarter to 9 billion. The average loan book expanded 27% to 1.1 billion. Offsets include a 22% decline in digital-asset trading volumes, a 26% quarter-over-quarter decrease in Asset Management and Infrastructure Solutions gross profit to 16 million, and the acknowledgment that Data Centers will not generate revenue until the first half of 2026. 🔄 Flow & Institutional Moves On-chain monitors flagged 224,000 SOL, or 41.12 million, deposited to Binance and Coinbase in several blocks, including 60,000 SOL at roughly 11.08 million, 60,000 SOL at roughly 11.08 million, and 104,000 SOL at roughly 18.97 million. Deposits are not sales, I’m watching order-book liquidity rather than headlines. Exchange hot wallets also sent multiple ETH clips into the Galaxy Digital OTC address, including 4,069 ETH at 17.18 million, 2,500 ETH at 10.55 million, 4,000 ETH at 16.89 million, 2,000 ETH at 8.44 million, 3,000 ETH at 12.67 million, 2,400 ETH at 10.13 million, 2,250 ETH at 9.50 million, 2,300 ETH at 9.71 million, and 4,050 ETH at 17.10 million. Post-quarter the firm executed an over-80,000 BTC client sale, one of the largest notional bitcoin transactions recorded. This is the scale that fuels a credibility reset. 💎 Valuation Check CoreWeave exercised its final 133 MW option, committing the full 800 MW at Helios; Galaxy also agreed to acquire 160 acres plus a 1 GW interconnection next to the campus, expanding potential capacity to 3.5 GW. Management framed Helios as a top-five data center if fully built. These are hard assets with long-dated cash-flow visibility that can compress equity risk premia as the site ramps. 🗣 Analyst PTs & Sentiment Piper Sandler’s Patrick Moley reiterates Overweight with a 36 price target and argues shares should trade higher on Helios scale-up. Rosenblatt also sits at 36 with a Buy rating. Social chatter is elevated into Aug 11 NZST with conversation clusters around the Helios expansion and SOL exchange inflows; management flagged an earnings AMA on X to engage directly with the community. ETF Exposure Exposure in crypto-equity funds is meaningful. In the U.S. Global X Blockchain ETF, the position weight is about 5.66%, and in the Global X Blockchain UCITS ETF it stands near 5.69%. This keeps GLXY tethered to sector flows when miners and exchanges swing. ⚔️ Multi-Ticker Competitive Thesis Versus Coinbase, which recently announced a 2 billion senior notes deal, GLXY’s model leans into institutional trading, treasury, and now AI-HPC infrastructure through Helios; that blend diversifies revenue sources across cycles. Versus CoreWeave, GLXY is a landlord and power-enablement partner through Helios while CRWV remains the AI cloud operator with outsized demand volatility. CRWV closed at 131.40 on the 4-hour view, up 8.47 and 7.00% on the day, and JPM’s target has been marked up to 135 from 66 alongside other bulge-bracket and boutique lifts; that AI capex tailwind is precisely what Helios monetizes over time. 📝 My Trade Plan I’m long-biased from 28 to 29 with adds on a confirmed 35 break and momentum close above that level. I’m heavily confident that crypto treasury returns plus Helios ramp creates a structural rerate. My target zones: 36 short term, 43 mid term, and cycle-high stretch at 185.77 if crypto resumes a full risk-on regime and Helios ramps as guided. I’m sizing to ride out consolidation and capitalize on breakout expansion. 🚀 Conclusion Holding the 30 shelf while weekly RSI and MACD press higher triggers the flag release and ushers in a rerate toward the high 30s, then 40s, before the market prices the Helios cash-flow path. If order-book depth persists through exchange inflow headlines, the next phase is an acceleration rather than a fade. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerStars @TigerWire @TigerPicks @TigerObserver
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