🔈BidCast - New Interview with @FloodCapital on $GLXY @galaxyhq -- "Galaxy Deep Dive 201" 📌 Breaking down the SOTP in greater details 📌 How to get to a ~2.5 Bn Prop book ($6 USD / share) 📌 How to value IB ($12 USD / share) 📌 Why not capitalizing the 200-300 mm Corp OpEx (-$5-10 / share) is a common mistake 📌 Running through the Helios math in detail ($5-50 / share over next few years subject to 1Bn+ equity injection) 📌 Discussing the path-dependency, framing of returns under various scenarios, and oft missed nuances. Timestamps 👇 00:00 Opening 01:06 Introduction to Galaxy Digital and Its Business Model 04:16 Analyzing Galaxy's Balance Sheet and Financial Performance 07:04 Investment Banking and Digital Asset Business Overview 10:02 Helios: The Future of Galaxy's Data Center Business 13:02 Market Dynamics and Competitive Landscape 16:15 Future Projections and Growth Opportunities 19:02 Valuation and Market Sentiment 22:05 Conclusion and Final Thoughts 42:39 Data Center Dynamics: The Shift from 1.0 to 2.0 45:33 Galaxy's Growth Potential in the Data Center Market 51:20 Financing and Building the Future of Helios 55:51 Execution Risks and Market Perception 01:02:20 Valuation and Future Projections for Galaxy 01:08:31 The Bigger Picture: AI, Crypto, and Market Trends