Empire Cross-Post: The Bull Case For GLXY With Duncan & Rittenhouse Research

Gm! This week, Duncan and Matt join Yano to dive into Galaxy’s unique business model and how it’s perfectly positioned for the AI, crypto and datacenter narratives as we move into the future. 

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Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. 

Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks 

Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

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Start your day with crypto news, analysis and data from Katherine Ross.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

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Follow Rittenhouse Research: https://x.com/RHouseResearch

Follow Duncan: https://x.com/FloodCapital

Follow Jason: https://x.com/JasonYanowitz

Follow Empire: https://twitter.com/theempirepod

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Timestamps:

(0:00) Introduction

(2:33) Unpacking Galaxy

(6:37) Bitcoin Mining

(14:05) Crypto Business

(16:05) Arkham Ad

(16:30) Galaxy’s Products

(23:41) Goldman Sachs’ Valuation

(30:57) Data Center Business

(41:37) Arkham Ad

(42:18) Galaxy’s Business Evolution

(51:46) Economics Explored

(59:13) Data Center Developments

(1:11:12) Challenges

(1:24:01) GLXY Stock Analysis

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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.