Duncan (@floodcapital) 's Twitter Profile
Duncan

@floodcapital

Investing and crypto content. Will never sell a course or charge money.

ID: 1386391678278422537

calendar_today25-04-2021 18:48:34

1,1K Tweet

25,25K Followers

778 Following

Ansem (@blknoiz06) 's Twitter Profile Photo

show me an altcoin chart under $10B that has a better chart + fundamentals setup than $GLXY & ill show you a flying dragon with antlers on top of the entire state building it doesnt exist

show me an altcoin chart under $10B that has a better chart + fundamentals setup than $GLXY & ill show you a flying dragon with antlers on top of the entire state building

it doesnt exist
Duncan (@floodcapital) 's Twitter Profile Photo

Not only is $GLXY very attractive vs alts at this valuation but it’s very attractive relative to other high quality crypto equities that are all >$100B market cap like $COIN, $HOOD, and $MSTR

Duncan (@floodcapital) 's Twitter Profile Photo

$GLXY is the Goldman Sachs of crypto, they are everywhere, every chain, every service, a full one stop shop for anything crypto related. + have a monstrous AI data center business!

Duncan (@floodcapital) 's Twitter Profile Photo

Totally agree! Although $GLXY does have a ton of crypto exposure the market is clearly not giving Galaxy's data center business enough credit. Although I think this could change on August 5th earnings where we should get some material updates, some things we may get updates on

Duncan (@floodcapital) 's Twitter Profile Photo

Despite the down day on $GLXY so far bulls keep loading calls! Already >$9M in call premiums purchased in the first 2 hours of trading!

Despite the down day on $GLXY so far bulls keep loading calls! Already >$9M in call premiums purchased in the first 2 hours of trading!
Josh (@mynt_josh) 's Twitter Profile Photo

Segment on $GLXY capital raises and coming initialized coverage $JPM $GS $JEF we're underwriters of the raise at $19, taking their capital position from $1 to $1.5 Billion Thanks friend "doesn't think there is an unlock" Given the scope of Galaxy Digital business, this

Rittenhouse Research (@rhouseresearch) 's Twitter Profile Photo

Yup - $BTC is roughly flat from a week ago when the coins were first identified as being sent to a $GLXY wallet. Incredible execution, and probably an 8+ figure fee haul on a single trade.

CreamyCapital (@creamycapital15) 's Twitter Profile Photo

$GLXY Industry leader confirmed (As if we didn't know already). This billionaire OG chose Galaxy to execute this trade. Not Goldman, not Blackrock, not Fidelity, not Coinbase, not Gemini..... $GS $BLK $COIN investor.galaxy.com/news/news-deta… Galaxy Digital Holdings Ltd. - Galaxy Executes

Hannibal (@0xhannibal) 's Twitter Profile Photo

I can’t be bullish enough on $GLXY. – Helios could justify a rerate alone – Next crypto parabola = AUM & fee explosion from treasuries – Tokenization biz not even in the model – IPO pipeline is stacked—Galaxy holds serious size in future leaders This isn’t just a crypto proxy.

Josh (@mynt_josh) 's Twitter Profile Photo

The $GLXY flywheel for building out Helios with $CRWV Full video covering Galaxy Digitals capital position in quoted tweet. Follow Rittenhouse Research and Duncan for more written insights on Galaxy.

Duncan (@floodcapital) 's Twitter Profile Photo

$GLXY is the fastest horse, the Goldman Sachs X Berkshire Hathaway of crypto, building a data center on the same scale as Mag 7 behemoths like $META, $AMZN, $MSFT. All for ~$11.5B while approaching price discovery for the first time in 5 years…

$GLXY is the fastest horse, the Goldman Sachs X Berkshire Hathaway of crypto, building a data center on the same scale as Mag 7 behemoths like $META, $AMZN, $MSFT. 

All for ~$11.5B while approaching price discovery for the first time in 5 years…
Duncan (@floodcapital) 's Twitter Profile Photo

Would genuinely like to hear other peoples top ideas in terms of risk reward - for me it’s clearly $GLXY at ~$11.5B. 1) Comprehensive crypto exposure via their >$3B balance sheet of crypto and crypto VC investments + extensive crypto biz lines & joint ventures. There isn’t

Smoke&Mirrors (@aridiculosidea) 's Twitter Profile Photo

Duncan And….only available to a lot of U.S. institutional money since it was listed on Nasdaq on May 16th. It was an uplist from the Canadian exchange Visibility increasing just as legislative tailwinds come into the sector. $HOOD 90b $COIN 100b $GLXY 12b

Duncan (@floodcapital) 's Twitter Profile Photo

Sadly no $GLXY pitch this time, but G | Ethena was an excellent guest - got to ask some long standing questions I had on Ethena and I was really impressed by his answers! Also we had a good market / valuation discussion between the whole crew.