The best risk/reward in the market right now is $GLXY and it's not even close In 2021 Galaxy was a pure crypto company managing $2.9B and the market valued it at $13B Today it sits at the center of AI and crypto, the two massive trends... and it's worth $9B Let me explain why that's insane First, the crypto business now alone is bigger than the entire 2021 company $7.1B in AUM + staked assets (2.4x the 2021 number) $505M of gross profit last year, up 67% And it kept growing right through this quarter's crypto drawdown (+34% QoQ) But the the part that makes no sense for Galaxy's currently valuation is that Galaxy built one of the largest AI data center campuses in the US (Helios, Texas) and signed CoreWeave to a 15 year lease on 526MW of critical IT capacity That one lease = $1B+ per year at 90%+ margins, worth up to $30B over 25 years with extensions And the rent has already started. CoreWeave paid Galaxy $20M in Q2. Starting in Q3 it becomes $80M per quarter. Here's the part nobody is pricing: the CoreWeave deal uses 800MW of the 5.7 GIGAWATTS of power Galaxy now controls across Texas That's 7x the contracted capacity still waiting for tenants, in a market where power is THE bottleneck The market doesn't love the single tenant risk, but if you're willing to take that risk, then today you pay $4B LESS than the 2021 peak and get 2.4x the crypto assets, plus a contracted AI infrastructure business that didn't exist back then at the start of a new crypto bull market. This is a $40-$50 stock right now before crypto prices go higher. If we do enter a new bull market, then Galaxy is going to $100 faster than most people realize. Of course, $GLXY is an asset I hold in my Milk Road PRO portfolio, where you can track my real-time portfolio and research with live trade notifications, plus 4 other analysts doing the same. It's just $1 to try it out (insane price just to check it out), learn more here: link.milkroad.com/t5837z Don't forget to give me a follow @kylereidhead for more insights on AI and markets