Episode Details

Galaxy Digital’s stock dipped 5% pre-market after reporting a $90M net loss—better than last quarter—but revenue missed estimates at $8.8B. Meanwhile, their digital assets unit surged 34% in gross profit, and the new Helios data center business hit $20M in gross profit for the first time. The Texas site has already leased major capacity to CoreWeave for 15 years, with more leases expected by summer. Galaxy also secured $3.5B in funding and acquired three new Texas sites, signaling strong momentum despite the market dip.

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