MB 🦇🔊 retweeted
Welcome EQX to HyperEVM!
Load up on spot stocks on Hypercore, bridge to HyperEVM, deposit on nest and stack NEST.
APRs should be very high next epoch so get your deposits ready.
I'm expecting the SPCX pool to be very popular.
That was a great call by the $GLXY team
Well prepared, well articulated
Thanks @novogratz
MB 🦇🔊 retweeted
Brains were indeed broken.
Gavin Baker says the Anthropic S-1 will break a lot of investors' brains
"The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized."
"Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing."
"These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire."
"They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone."
"It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."
MB 🦇🔊 retweeted
And 2026 wasnt the year of GK8. It was however the year of @Game_Set_Max.
Probably the biggest upside suprise in 2026 has been $GLXY aggressive ramp up of their lending business.
MB 🦇🔊 retweeted
A message from @novogratz on Galaxy’s third quarter 2026 results and long-term strategy.
MB 🦇🔊 retweeted
This morning Galaxy (Nasdaq: $GLXY) reported third quarter 2026 results. See below for Q3 highlights.
Read the full release: galaxy.visitlink.me/ywCFGD
MB 🦇🔊 retweeted
$GLXY EARNINGS ARE OUT ⚡️
• Substantially expanded data center footprint bringing total gross power pipeline to over 5.7 GW
• Completed $3.5 billion offering of senior secured notes to fund construction of Helios I, Phase II
• Data Centers adjusted EBITDA of $69 million rose 498% quarter over quarter.
MB 🦇🔊 retweeted
GALAXY $GLXY Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $8.7B
🔹 Adj. EPS: $0.83 (Est. -$0.06) 🟢
🔹 Net Income: $322.8M
🔹 Adjusted EBITDA: $454.7M
Segment Adjusted Gross Profit:
🔹 Digital Assets: $71M
🔹 Data Centers: $79M
🔹 Treasury & Corporate: $419M
Other Q3 Metrics:
🔹 Cash, Stablecoins & U.S. Treasuries: $4.9B
🔹 AUM & Assets Under Stake: $10.4B; +46% QoQ
🔹 Net Inflows: Over $160M
🔹 Average Loan Book: $1.8B; +27% QoQ
🔹 Data Center CapEx: $757M; +69% YoY
Capital Return:
🔹 Buyback Authorization: $200M
🔹 Shares Repurchased: Approximately 9.8M YTD
Announcements:
🔹 Data Center Power Pipeline: Over 5.7 GW
🔹 Helios I, Phase II: Fully financed and under construction
Comments:
🔸 “The progress we're making across both businesses is strengthening and diversifying our earnings profile, while positioning Galaxy to capitalize on substantial growth opportunities.”
MB 🦇🔊 retweeted
Spot buying over on Binance is going crazy into this downside on $BTC, having little to no effect on price. Wild to see.
MB 🦇🔊 retweeted
call me crazy but I think the Anthropic S1 could be the neocloud bottom
this whole thing began when the market puked about Ant's Q3 run rate leak; their economics have now been demonstrated to be rock solid. GPUs including older vintages trading at ATHs if you actually look at the data. agentic driving record token use. think this entire drama is overdone.
MB 🦇🔊 retweeted
Microsoft offering 60k employees buyouts...
AI's impact on the labor market is going to be a big topic next year.
Crazy that the Fed's September SEP forecasts steady (4.1%) unemployment through 2028.
MB 🦇🔊 retweeted
60k workers at $400k fully loaded is $24B a year (~13% of EBIT), levered 2-1 debt-to-equity, would fund about $70B of capex, almost exactly equal to MSFT consensus y/y capex increase.
MB 🦇🔊 retweeted
$GLXY @galaxyhq #GalaxyDataCenters #Helios
Guys, one present from me to you ahead to the ER tomorrow.
Galaxy has registered HEL05 (133MW critical, last tranche to $CRWV) with the Texas Comptroller. This means Galaxy works currently on three 133MW data center facilities at the same tame. No slack, maximum efficiency💪
I expect a filing with the TDLR within the next few weeks. Stay tuned.
$GLXY @galaxyhq #GalaxyDataCenters #Helios
Based on my research and sauces I can say with confidence that the current construction progress on HEL03 and HEL04 is in time with the time schedule, probably even ahead of schedule.
Regarding HEL03 the ground foundation work for diesel gens and chillers is currently at a very advanced stage. I expect the concrete work to start within the next few days, probably they have already begun with that.
Will all of this be a factor to save the earnings report? TBH, probably not - but it does calm my mind a little bit.
Tomorrow I will post e a new DD post regarding the construction progress, which will contain a little positive surprise. Stay tuned 🤝
Stay safe fellas!
