$GLXY 0.55 Developing

Notable posts

• @amitisinvesting bullish 1779 eng

  Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027… 1. $NVDA 2. $AMD 3. $GEV 4. $TXN 5. $RKLB 6. $RDDT 7. $GOOGL 8. $FIX 9. $AAPL 10. $GLXY 11. $SNDK 12. $BE Am I cooked?

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• @ArkkDaily neutral 16 eng

  MIKE NOVOGRATZ: MOST OF AMERICA ISN'T EVEN USING AI YET The Galaxy Digital $GLXY founder says adoption is still in its first inning, even inside his own company: - Most companies are scared of AI or don't know how to use it, and he admits his own company just took a 40-minute call with Anthropic's team to learn - The real use cases will need far more power, and it won't be a straight line, some players win and others get knocked out - He thinks it's too early to call Anthropic the winner, noting he's been wrong about counting out Elon Musk before

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• @ArkkDaily bullish 13 eng

  MIKE NOVOGRATZ: ONE AI OUTSOLD A 50-PERSON SALES TEAM BY 5X The Galaxy Digital $GLXY founder describes the first real superhuman employee he's seen: - A founder building a Texas health insurer created an AI salesperson called Lucy that scanned for targets, found the right contact, and ran the conversation to a signed DocuSign start to finish - His human sales force of 50 people closed 90 contracts in a two-month period, about two each - Lucy closed five times that on her own in her first two months, in a complicated business, not just faster paperwork but genuinely superhuman selling

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• @ArkkDaily mixed 8 eng

  THE AI DEBATE JUST FLIPPED: FROM NOT ENOUGH COMPUTE TO NOT ENOUGH DEMAND A shift in the last 90 days has people asking whether AI has a demand problem, and Mike Novogratz pushes back: - The framing: front-end players like Meta $META and xAI overestimated their ability to create demand, leaving huge infrastructure with only a few real demand drivers like Anthropic and OpenAI - For scale, the only other $100 billion capex project in American history is the interstate highway system - Novogratz, whose Galaxy Digital $GLXY built data center capacity, says the pendulum swings back and forth fast, and of his 1.6 gigawatts only 200 megawatts is live so far, so it's just getting started

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