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Galaxy Digital
Galaxy Digital (GLXY) investor relations material
Galaxy Digital Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary12 Feb, 2026
Macro environment and market outlook
Crypto markets are in a bear phase, with Bitcoin trading below key moving averages and facing more sellers than buyers, but a bottom appears to be forming around $60,000, with expectations of stabilization in the $60,000–$80,000 range until a new narrative emerges.
Anticipation of a dovish new Fed chair and potential passage of a market structure bill are seen as positives for Bitcoin and risk assets.
Institutional adoption of Bitcoin is expected to increase as more traditional finance players enter the space, though allocations remain small.
The company is optimistic about a new wave of entrants once market conditions settle, despite current competition from other speculative assets.
Data center and infrastructure business update
Recently secured 830 MW of new power capacity in Texas, with plans to energize and ramp up over 2028–2030, and the first 800 MW expected to be fully online by 2028.
Construction and grid connection for new data centers will proceed in parallel, with a focus on grid-connected solutions for reliability and scalability.
The company has proactively secured key electrical infrastructure, including main power transformers, to mitigate supply chain risks for upcoming expansions.
Actively seeking strategic tenants for the new capacity, with negotiations underway and expectations for announcements in the near term.
The data center business is expected to grow significantly, with management committed to leveraging its strong balance sheet and capital markets expertise.
Capital allocation and financial position
Ended the quarter with $3 billion in equity capital and $2.6 billion in cash and stablecoins, having raised over $2 billion in 2025 to support infrastructure growth.
No current plans to raise additional capital; instead, a $200 million share repurchase program is underway, reflecting confidence in the stock's value.
Capital raises were timed to ensure liquidity and support large-scale projects, with recent power awards adding significant value.
The company is focused on maximizing after-tax value for shareholders, leveraging Opportunity Zone benefits and CapEx deductions.
Data center growth strategy vs. peers
How to unlock value from dual business structure
Helios CapEx tax benefits impact on earnings
Partial view of Summaries dataset, powered by Quartr API
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Next Galaxy Digital earnings date
Q1 202612 May, 2026
Galaxy Digital
Next Galaxy Digital earnings date
Q1 202612 May, 2026
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Frequently asked questions
Galaxy Digital Holdings Ltd. provides digital asset, cryptocurrency, and blockchain technology services. The company offers investment products, such as bitcoin non-deliverable forwards and bitcoin deliverable futures contracts traded on Cboe Futures Exchange and CME Group exchanges. It also provides advisory services comprising portfolio management, custody, and brokerage; providing tokenized digital assets to institutional clients such as hedge funds, family offices, and market makers; lending capital for margin on collateralized digital assets portfolios; capital for tangible assets such as mining hardware; OTC clearing counterparty for cryptocurrency spot markets; institutional brokerage services; execution of large block orders in OTC markets; initial coin offerings (ICOs) advisory service; ad-hoc ICO investment opportunities; pre-ICO investments in blockchain projects and pre-sales of tokenized assets. Galaxy Digital Holdings Ltd. is headquartered in Toronto, Canada.
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