Benchmark has reiterated its "buy" rating on Galaxy Digital, projecting a 170% upside with a price target of $57, despite the company's $482 million loss in Q4. Galaxy's current stock price is around $21. CEO Mike Novogratz highlighted a 75%-80% chance of U.S. crypto legislation passing, potentially boosting institutional investment. Galaxy plans to expand its on-chain credit markets and announce new institutional partnerships. The Helios data center in Texas, with over 1.6 gigawatts of power capacity, is expected to generate revenue this year through a lease with CoreWeave. Analysts suggest the data center's valuation could surpass Galaxy's market cap. Galaxy's lending business is growing, with $1.8 billion in loans and $2.6 billion in cash and stablecoin reserves supporting its expansion.
Benchmark Reaffirms Buy Rating on Galaxy Digital, Sees 170% Upside
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