Jesus is King - milady🍗 Monitoring the situation
Joined February 2021
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Warrenbucketz retweeted
Galaxy posted $0.83 adjusted EPS vs. a $0.22 consensus. Nearly 4x.
Nice headline. But it's not why I bought more yesterday after the call.
Look at the slide: $569M of adjusted gross profit, $323M of net income, $455M of adjusted EBITDA. Big numbers, but most of it came from one place, the investment portfolio. It alone made $395M of that EBITDA.
Galaxy is really three companies under one ticker: a crypto financial firm, a data center developer, and that investment book.
Strip out the investment portfolio and the two operating businesses made $60M of adjusted EBITDA, up from about $1M in Q2. Their adjusted gross profit hit $150M, up from $86M.
That’s the part I care about most. It’s less exposed to price volatility and market cycles. But let me actually share my comments on everything they just shared.
ALT Galaxy's Q3 2026 at a glance slide: $569M adjusted gross profit, $323M net income, $455M adjusted EBITDA, $11B assets on platform, 12% trading volume growth, $79M from the first full quarter of leasing revenue.
Warrenbucketz retweeted
my trading edge is spotting cults forming around viral concepts
those who track my wallets know I have been successful in this regard
tendies on Robinhood chain has all the ingredients for a $1B+ unicorn run - >300x from current $3M mcap
many haven't figured this out yet (or disagree with my thesis) which are the optimal conditions for a good entry
looks good tend it
