
Duncan
@FloodCapital • 54,927 subscribers
CEO of FloodCapital CIO of @triton_liquid President of NASDQ ($loading….) $SYN $GLXY $BOT $DMGI Maximalist
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I had the opportunity to sit down with Mike Novogratz to chat about markets, $GLXY's best quarter ever (Q3 was $505M in net income), how they are positioning for the future of crypto, and their rapidly growing AI data center business! Super excited to share with everyone; 01:00 – Short-Term Market Outlook 07:05 – Navigating Volatility 11:58 – Hedging Tactics, Puts vs Cash 14:56 – Asymmetric Bets & Risk Taking 22:05 – Galaxy’s Big Themes: AI & Crypto 26:17 – Galaxy Building The Next Data Center Giant 30:00 – Can Galaxy Rival Digital Realty? 33:27 – AI Infra + Crypto = Galaxy’s Edge 38:24 – Galaxy’s Crypto Growth Curve 41:39 – Galaxy’s 5-Year Crypto Vision 43:36 – Are Big Banks Too Late? 44:20 – Galaxy’s On-chain Master Plan 46:25 – Tokenization’s Massive Upside 47:25 – How Galaxy Wins from RWA Boom 50:14 – The Herd Is Finally Coming 53:58 – Final Thoughts
Duncan182,140 次观看 • 10 个月前
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