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Trade Ideas (6)
Date Ticker Price Dir Speaker Thesis Source
Feb 17 $21.30
$21.73 +2.0%
N/A Finnhub News Finnhub - GLXY
Galaxy Digital: Buyer Beware!
Feb 16 $21.66
$21.73 +0.3%
N/A Finnhub News Finnhub - GLXY
Galaxy Digital Inc. (GLXY) Q4 2025 Earnings A...
Feb 14 $21.66
$21.73 +0.3%
NEUTRAL Finnhub News This headline merely announces the availability of the Q4 2025 earnings call transcript for Galaxy Digital Inc., without providing any performance details or forward-looking statements. Finnhub - GLXY
Galaxy Digital Inc. (GLXY) Q4 2025 Earnings C...
Feb 11 $20.40
$21.73 +6.5%
LONG Robert Leshner
CEO, Superstate
Leshner states that "recordkeeping and the back office of every asset is going to slowly become crypto" and notes that while incumbents (ICE, NASDAQ) want efficiency, firms like Galaxy Digital (GLXY), Robinhood (HOOD), and Ondo Finance (ONDO) are building the parallel rails for this $700 trillion migration. The "Clarity Act" and general technological maturation are triggering an inflection point where assets move on-chain. This benefits the infrastructure providers (ICE/NASDAQ for settlement) and the platforms creating the new venues (HOOD/ONDO/GLXY). Galaxy Digital is explicitly named as a partner/customer in this transition. Long the infrastructure providers facilitating the tokenization of Real World Assets (RWA). Regulatory delays from the SEC ("Project Crypto") or lack of clarity on market structure could stall adoption. CNBC
CNBC Digital Finance Forum: Crypto Innovators
Feb 11 $20.40
$21.73 +6.5%
WATCH Mike Novogratz
CEO, Galaxy Digital
Calls the current downturn "more distressing than the last bear market" because "this time there's no smoking gun." When industry veterans cannot identify the specific cause of a 15-30% drawdown (unlike the clear leverage flush of Luna/FTX), it suggests structural weakness or hidden liquidity exits. This uncertainty warrants caution on crypto-native proxies like Galaxy Digital until a floor is found. WATCH (Wait for market clarity). Missing the bottom if this is a "buy the fear" moment. CNBC
Bitcoin on pace for fourth negative week in a...
Feb 05 $16.84
$21.73 +29.0%
AVOID Tarun Chitra
CEO/Founder of Gauntlet
Tarun explicitly states Galaxy earnings were "bad because of the overall market decline" and noted that "AI couldn't save them." Galaxy is often viewed as a diversified proxy for the crypto ecosystem (mining, trading, asset management). If their earnings are suffering despite the AI pivot attempts, it indicates deep structural weakness in crypto-native financial services during this chop/downturn. Avoid exposure until market volume and directional clarity return. A sudden resurgence in crypto trading volume would directly benefit their bottom line. Unchained (Chopping Block)
Epstein's Crypto Ties Revealed + Why Everyone...