Listen till the end. $GLXY

I agree with most of what was said in this clip except the comp to $IRWN. $GLXY has a different, and more conservative, model than $IREN by design not by mistake. I think the only mistake they made with the first lease to $CRWV was that they didn't build in any credit protection. Novo knows this and will not repeat that mistake again. As far as a lease not being signed yet on Helios II, I do think it has become obvious after hearing evidence on numerous conf. calls that lease rates continue to increase and therefore, there's no reason for GLXY to rush into a lease. As Ben Gagnon said on $KEEL's conference call, "Whether or not it starts in March or April, like really does not matter in the grand scheme of things. These are fifteen to twenty-year agreements. If the start date is plus or minus a few days, weeks, or months, it really doesn't change things in the grand scheme of things. But for customers, it's huge."

$100 easily? EASILY? Brother this has been the hardest easiest thing I've done ha

Who has been mooing this prediction for a while???????

CC: @jaymesrosenthal @flow__capital 🫡

@KARLW0LF Not volatile going up he means😂 but the big guys having to come to GLXY is the value

@datacentredanny Great analysis $GLXY

Let's Grow Send me Dm or Follow Back

excellent video

I sold

💯💯💯

@datacentredanny Great insight for anyone new to GLXY!