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Galaxy Digital’s Hidden Gem? Analysts Say AI Data Centers—Not Bitcoin—Could Fuel Its Next Rally
Galaxy Digital’s Hidden Gem? Analysts Say AI Data Centers—Not Bitcoin—Could Fuel Its Next Rally
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Wall Street’s latest crypto darling might be betting on the wrong horse. While Galaxy Digital (TSX: GLXY) built its reputation on Bitcoin mining, research firm Kepler Capital argues its AI data center play is the real dark horse—and it’s quietly gaining ground.
Forget pickaxes—think GPUs. Galaxy’s pivot to AI infrastructure could sidestep crypto’s boom-bust cycles, tapping into the $1 trillion AI gold rush instead. The move mirrors MicroStrategy’s infamous Bitcoin treasury play—but with fewer memes and more actual revenue potential.
One hedge fund manager quipped: ’Finally, a crypto play even your CFA-holding uncle might approve of.’ Whether that’s a compliment or indictment of the sector remains unclear.
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