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More Reading from MarketBeat.com The Bullish Case for Galaxy Digital in 2026Reported by Nathan Reiff. Publication Date: 1/14/2026. 
Key Takeaways - With more than $500 million in net income in the latest quarter, Galaxy Digital's legacy digital asset business is thriving.
- At the same time, its pivot toward data center and AI business could provide much-needed recurring revenue and reduce the company's reliance on cryptocurrency trading activity.
- Galaxy stands out for its decision to maintain its crypto operations, while many rivals are abandoning this business in favor of data center infrastructure.
2025 was a tumultuous year for digital asset and diversified financial services company Galaxy Digital Holdings Ltd. (NASDAQ: GLXY). Shares fell below $9 in April, rallied to nearly $43 later in the year, then retreated in the final weeks. The most recent share price action was likely driven by investor concern about dilution after Galaxy announced an approximately $1 billion exchangeable notes offering in October. Long known as a Bitcoin company, Galaxy also felt the effects of the late-2025 cooldown in the digital asset rally. Still, there is a compelling case for Galaxy's business as it heads into 2026, and investors may be underestimating the firm. Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight. Click here for the full story. An impressive third-quarter earnings report highlighted several key successes, and the company is joining many peers in the digital-asset space by repurposing infrastructure to meet rising data center demand. At the same time, Galaxy's decision to retain its legacy digital asset business—rather than fully pivot away like some crypto peers—could be either an added opportunity or an unnecessary risk, depending on an investor's view. A Closer Look at Galaxy Digital's Earnings Galaxy Digital's latest quarterly report, for the third quarter of 2025, included several bright spots. The company reported net income of $505 million, a roughly 1,500% sequential increase. Those gains were largely driven by the firm's Global Markets business. Digital-asset trading volumes surged 140% year-over-year (YOY) to record levels, the average loan book expanded to $1.8 billion, and the company executed a notional $9 billion Bitcoin sale. The Asset Management & Infrastructure Solutions business is also performing well: it recorded more than $2 billion in net inflows for the quarter and finished the period with nearly $9 billion in assets under management. Galaxy continues to sign long-term staking and asset management contracts with digital asset treasury clients, reinforcing its core revenue streams. Investors concerned about balance-sheet strength may take comfort in Galaxy's liquidity position. The company ended the third quarter with $1.9 billion in cash and stablecoins and reported total equity of $3.2 billion, which should help it weather future cryptocurrency market disruptions. Potential in the Data Center Space Many cryptocurrency-focused firms have been shifting operations toward AI and data center applications, and Galaxy is no exception. The company gained momentum in August 2025 when it closed a $1.4 billion project financing facility to fund its Helios data center project in Texas. A long-term agreement with CoreWeave Inc. (NASDAQ: CRWV) should enable Galaxy to bring the first phase of power online early this year. The data center business is booming, and the Helios campus could generate as much as $1 billion in annual revenue once completed. Notably, Galaxy is attempting to run both its infrastructure/data-center strategy and its traditional digital asset business in parallel. While some peers have executed full-scale pivots, Galaxy's continued momentum in legacy operations could provide recurring revenue stability from infrastructure while still serving demand for digital asset services during market volatility. Risks in the Crypto Space Linger Remaining active in the cryptocurrency market leaves Galaxy exposed to selloffs, such as the late-2025 pullback. For now, the company still depends heavily on crypto trading, so market swings can have an outsized effect on performance. As the revenue mix shifts toward data center income, that sensitivity could diminish. There are several reasons to be optimistic about Galaxy Digital in 2026, and many analysts on Wall Street share that view. Twelve of 14 analysts have issued Buy or similar ratings on GLXY stock. Despite the recent share-price volatility, the analyst consensus points to further upside: the average price target sits around $46, roughly two-thirds above where the stock was trading in mid-January.
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