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$GLXY: (i) Helios potential 2.5 GW --> now 3.5 GW (one of if not largest DC in world), (ii) $CRWV exercised option on remaining 200 MW, now 800 MW total, (iii) ERCOT approval queue clearing - approval expected on next 800 MW - 1.7 GW in next 6 months, (iv) project financing progressing incl. potential permanent project equity commitments to scale beyond Helios Phase 1, (v) $GLXY is now the picks & shovels play for BTC / crypto treasury companies w/ billions of AUM added, (vi) AllUnity (Euro stablecoin) launching near term, (vii) $GLXY will be picks & shovels layer for tokenization, (viii) BTC demand remains healthy ($GLXY sold largest BTC trx ever to Saylor / Trump Media / etc.), (ix) team is motivated & excited w/ more good news coming next earnings, and (x) speaking of team, they hired folks w/ data center buildout experience of $MSFT and $META so who might be in line to buy Helios' remaining 2.7 GW w/ 800 MW now allocated to $CRWV? Final thought: high profile Wall Street analyst on the call asking better questions. Visibility increasing. @NicolasFlamelX @stefanvanderlux @FloodCapital
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