Galaxy Building a "Two-Headed Monster" as Gold Cracks and BTC Attempts to Rebound

Discussed in today's video:

Galaxy Digital reported a standout quarter with adjusted EPS of $1.12 vs. $0.30 expected, driven by record trading volumes, strong M&A activity, and treasury mandates from Digital Asset Treasury companies. GLXY continues to build a “two-headed monster” with both its scaling crypto business and expanding AI data center operation. Gold dropped over 5%, potentially signaling a top in gold and a bottom in yields, while Bitcoin rallied sharply in response, consistent with the historical gold-to-Bitcoin lead-lag pattern. Despite Trump’s comments casti...