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AI M&A Buzz Reinforces Crypto Equity Bull Case, GLXY is One to Watch

Jun 26, 2025
Author
Sean Farrell
Sean Farrell AC

In today’s update, we explore how Trump’s debt comments and Treasury issuance strategy highlight the growing era of fiscal dominance—a backdrop that favors Bitcoin and risk assets. We also cover Coinbase’s continued rally, the potential CoreWeave/Core Scientific acquisition, and why Galaxy Digital may be an overlooked value play as AI/HPC infrastructure momentum builds.

Tickers in this video: #BTC

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