Galaxy Digital Holdings Ltd. ($GLXY) has been gaining notable attention in the crypto and financial markets, marked by a substantial increase in trading volume and options activity. The company holds a diversified portfolio with a balance sheet exceeding $3 billion, including significant investments in cryptocurrencies such as Bitcoin ($BTC), Ethereum ($ETH), Solana ($SOL), Hypersign ($HYPE), and Sui ($SUI), as well as crypto infrastructure and venture capital investments. Galaxy Digital is recognized for its comprehensive involvement across multiple blockchain ecosystems, providing services such as staking, custody, trading, and scaling solutions. The firm is also expanding its footprint into the artificial intelligence (AI) sector by developing one of the largest AI data centers in the United States, known as Helios, which has an approved capacity of 800 megawatts with an additional 1.7 gigawatts under study. This AI data center business is expected to contribute significantly to Galaxy's revenue, with CoreWeave ($CRCL) reportedly exercising options to increase leased capacity, potentially raising rental income from $900 million to $1.2 billion annually at approximately 90% EBITDA margins. On the equity front, Galaxy Digital's market capitalization is around $11 billion, positioning it as a smaller but highly diversified competitor relative to larger crypto firms like Coinbase ($COIN) and CoreWeave. The stock has been approaching four-year highs with strong relative performance compared to major cryptocurrencies and has seen substantial call option premium purchases, exceeding $41 million in a single day, indicating increased institutional interest. Analysts from Jefferies and Maxim have initiated coverage on Galaxy Digital, assigning buy ratings with price targets of $35 and $40, respectively, citing the company's robust cash flow, favorable regulatory outlook for crypto, and growth prospects in AI data center infrastructure. Additionally, Galaxy's fully owned institutional-grade tokenization platform, GK8 Security, supports the launch of EURAU, the first euro stablecoin in Germany compliant with MiCAR regulations, developed by AllUnity and backed by major European financial institutions including Deutsche Bank's DWS Group and Flow Traders Ltd. Galaxy Digital is scheduled to report earnings on August 5, 2025, with expectations of updates on treasury investments, crypto business lines, and AI data center developments, which could serve as catalysts for further stock movement.
$GLXY First euro stablecoin is now live https://t.co/bxV7Sbcac6
AllUnity has launched! @AllUnityStable's euro stablecoin, EURAU, is built on secure tokenization and custody infrastructure provided by @GK8_Security, a @galaxyhq company. An exciting step for bridging TradFi and crypto in Europe. https://t.co/4yGNXOdhIy
$GLXY again perfectly positioned for this again via their fully owned institutional grade tokenization platform @GK8_Security https://t.co/yWwfDaw9bf