People have no idea

This is more likely to be the beginning of a trend than the end, Texas likely to be a big beneficiary

Should Mike @novogratz step down as CEO of Galaxy Digital? $GLXY

Inside the trade that made this billionaire an AI kingpin—and could net him $20 billion: Long dismissed as a hedge fund trader who lucked into bitcoin, Michael Novogratz’s Galaxy is now one of the most important players in AI infrastructure. Read the full story: forbes.com/sites/ninabambysh… 📸: Alexander Karnyukhin for Forbes

We see immense potential in $GLXY as the only SEC-approved tokenized equity. @galaxyhq is the number one institutional player in crypto and a great opportunity to scale into a Nasdaq-listed company with size, to achieve high TradFi returns on Web3 infrastructure. It rallied nearly 200% since we first covered it last year at 12$. It is probably not a coincidence if @patpltsang from @EmpulserTech is in touch with a co-founder. Listen to @mynt_josh explaining the recent 12% pump and his thesis on the company 👇

Few mkt thoughts as we end the week Still like gold, hate long-duration bonds. Gold looks ready to crack its 3450 highs finally soon, yields making a higher low here, Gold/Bonds seemingly in a bull flag. Also added $glxy this week on the pullback to 26, see bottom right chart.

Other AI/HPC names followed CORZ lower, but imho CORZ trading lower has more to do with the lack of borrow in CRWV. Think it creates a good opp here for the rest of the cohort

New high time frame miner vid, little long but worth it imo if you have the time, combines traditional TA (RSI,Channeling,etc) with EW. The pullbacks that I said may coincide with a deeper BTC correction in my last miner video update are over imo and sentiment is starting to shift bullish. vimeo.com/1097293477/8aa4de1…

Wall Street doesn't understand new concepts...until they do $HOOD - from hated PFOF, to beloved stock $COIN - from hated conglomerage to slightly less hated crypto proxy $CRCL - From failed IPO, to hottest IPO ever $GLXY - likely next. AI Data center powerhouse + Crypto InvBnk