galaxydigital

🚀 “大趋同”时代：为什么 Galaxy Digital 不惧近期市场波动？
当市场情绪恐慌时，机构投资者却看到了“健康的洗盘”。Galaxy Digital 资产管理负责人 Steve Kurz 在其 2026 年投资展望中提出了一个核心概念：“大趋同”（Great Convergence） —— 即加密货币与传统金融（TradFi）的深度融合。
以下是值得关注的 4 个核心洞察：
1️⃣ 这不是 2022 年。 近期的下跌并非系统性崩溃，而是去杠杆化的结果。大部分强制平仓已经完成，市场比两年前更加成熟和稳健。
2️⃣ 并非 V 型反转，而是稳步筑底。 Kurz 并不预判短期内会出现“直线拉升”，而是预计市场将进入窄幅震荡期，随着机构资金的持续渗透，随后开启阶梯式上涨。
3️⃣ 加密货币即基础设施。 稳定币、现实世界资产代币化（RWA）以及区块链与传统金融的整合，正在让加密资产从“投机标的”转变为核心金融管道。
4️⃣ 机构化进程不可逆。 随着“大趋同”的加深，加密货币已不仅仅是一个资产类别，更成为全球金融基础设施中不可或缺的一部分。
总结： Galaxy Digital 对长期前景持坚定看涨态度。当前的波动只是全球金融转型大背景下的“噪音”。🛠️
你认为我们已经触底了吗？还是会经历漫长的横盘？欢迎在评论区讨论！ 👇
#GalaxyDigital #加密货币 #比特币 #投资 #稳定币

📊 **Galaxy Digital in the spotlight amid crypto recovery chatter.** Markets remain volatile: major tokens like Bitcoin are under pressure, and traders are cautious. **Galaxy Digital** recently reported a **$482 M net loss for Q4 2025**, falling short of expectations as declining crypto prices and weaker trading volumes hit results hard. The stock reacted with a noticeable drop.

Management emphasizes that cash reserves remain strong and long-term strategic projects, including data-center expansions, are ongoing. Traders are divided: some see this as a **reset before recovery**, while others worry it highlights the ongoing vulnerabilities of crypto firms

My take?
This is a **market in transition** — short-term challenges persist, but focusing on fundamentals over hype could lay the groundwork for more sustainable growth. Investors who stay patient and watch for structural improvements may benefit as the market slowly stabilizes.

$BTC $ETH $BNB

#MarketRebound #GalaxyDigital

The #crypto industry is talking about the end of the “period of speculation.”

According to the CEO of #GalaxyDigital , the current decline is not just a simple correction, but a structural shift in the industry.

What’s happening?

$BTC is down about 21% year-to-date, and has fallen about 50% from its October 2025 high.

This time, there is no clear trigger like the #FTX crash.

Still, the market is recovering from the $19.3 billion liquidation that occurred in October, when 1.6 million traders were liquidated in a single day.

Retail investors usually don’t come for 11% annualized returns — they chase 10x or 30x returns.

But now institutional investors have entered the market, with a completely different risk profile and strategy.

What could happen next?

Speculation won’t be completely eliminated, but its importance may diminish.

Crypto platforms will gradually be used for real-world assets (RWAs).

Tokenized stocks and real assets, with relatively modest returns, may become the new normal.

$ONDO
$VANRY

 迈克·诺沃格拉茨：加密货币的“快钱”时代已成过去
Galaxy Digital 首席执行官迈克·诺沃格拉茨（Mike Novogratz）认为，加密市场正在走向成熟，过去几年的超常收益可能不再重演。散户主导的投机热潮正逐渐被机构投资者的稳健策略所取代。
行业领袖的核心观点摘要：
🔹 从投机转向代币化。 诺沃格拉茨预计，市场重心将转向 RWA（现实世界资产代币化）。加密基础设施将成为全球银行业和金融服务的基础，虽然收益率较低，但稳定性更高。
🔹 持有者结构的演变。 Lightspark CEO 大卫·马库斯（David Marcus）指出，比特币正从“信仰持币者”手中流向传统金融机构。BTC 的准入现已深度嵌入全球金融体系。
🔹 市场动态已变。 10月的爆仓洗盘以及保守资本的流入改变了博弈规则。然而，对于那些将比特币视为对冲宏观风险工具的人来说，长期前景依然向好。
总结： 市场正变得更加可预测且受监管。“凭空暴涨”的时代正在被底层技术应用和机构接纳的新时代所取代。
你如何看待这一变化：机构进场是价格的救星，还是加密精神的终结？欢迎在评论区讨论！👇
#比特币 #Novogratz #RWA #加密新闻 #GalaxyDigital

$BTC
🚨 Liệu có một đợt bán tháo lớn #bitcoin đang diễn ra? 🚨

🔹 Trong 9 giờ qua, #GalaxyDigital đã gửi 11,910 Btc (tương đương 1.39 tỷ USD) đến nhiều sàn giao dịch.
🔹 Các đồng BTC này có thể xuất phát từ Bitcoin OG đã bán ra 80,202 BTC (tương đương 9.54 tỷ USD) với giá trung bình $118,950 trong khoảng thời gian từ 15–18 tháng 7.
🔹 Đặc biệt, vào ngày 15 tháng 7, Galaxy Digital đã chuyển 2,000 Btc (tương đương 236 triệu USD) trực tiếp đến #Binance và #bybit .

📉 Giá btc giảm khoảng 2% trong 24 giờ qua.

📛 Lưu ý: Chắc chắn là tín hiệu cần theo dõi nếu bạn đang giao dịch!

📢 Hãy luôn cập nhật thông tin và chuẩn bị cho những biến động lớn tiếp theo!

GALAXY DROPPING $100M BOMB ON CRYPTO! 💥

Mike Novogratz is officially unleashing a massive $1000X MILLION fund dedicated to digital assets. This is the institutional signal we have been waiting for.

• Up to 30% direct crypto allocation.
• The rest hits crypto-linked equities like $FOGO.

This isn't just noise; this is smart capital restructuring and deploying. They manage $17B already. Institutional money is returning with a vengeance. Get positioned NOW.

#CryptoNews #InstitutionalMoney #HedgeFund #GalaxyDigital 🚀

Aug 4–Aug 10, 2025 #LookonchainWeeklyReport

🟢 Onchain Overview

Stablecoin inflows, strategic whale positioning, and fresh institutional demand point to rising confidence in the ongoing rally.

The market was already rebounding last week and whales were buying back cryptocurrencies.

🟢 Stablecoin Market

The total stablecoin market cap increased by $2.376B. Stablecoins(USDT&USDC) on #Ethereum increased by $898M and on #Aptos decreased by $131M.

🟢 Spot & Perps Trading Volume on DEXs

The DEX spot trading volume reached $95.978B last week, down 6.95% from the previous week.

Breakdown:
Uniswap: $28.232B (WoW +10.35%)
PancakeSwap: $11.756B (WoW -14.35%)
Raydium: $6.082B (WoW -16.27%)

Meanwhile, DEX perps trading volume totaled $110.794B, a 8.54% decrease week-over-week.

Breakdown:
Hyperliquid: $68.453B (WoW -11.29%)
edgeX: $8.287B (WoW +38.23%)
Jupiter: $4.113B (WoW -17.11%)

🟢 Announced BTC purchases

13 listed companies purchased 2,923 $BTC ($352M) last week.

🟢 Institutional/Whale Activity

A mysterious institution created 6 new wallets and accumulated 221,166 $ETH ($946.6M) from #FalconX , #GalaxyDigital , and #BitGo .

Many whales, including Arthur Hayes, are buying back the $ETH they previously sold — at even higher prices.

🚨 Bitcoin Whale Awakens After 14 Years! 🐋💥
A dormant Bitcoin whale has transferred 80,000 BTC (~$9.5B) through Galaxy Digital after 14 years of inactivity! 😱 Within hours, 10,000 BTC hit exchanges, sparking wild price swings between $115,500–$122,000. 📉📈

🧠 What It Means:

Institutional repositioning likely underway 🔁

Genius Act adds regulatory pressure 📜

BTC dominance falls below 60% — altcoin season brewing? 🚀

Community split: Sell-off fears vs. rebalancing theories 🤔

📊 Strategy Tips:

Hedge with derivatives to counter potential sell pressure 🔐

Keep eyes on whale activity for market direction 👀

#bitcoin #CryptoNews #GalaxyDigital
$BTC
$BNB
$XRP

🚨 Bitcoin Rebounds After $9B Whale Dump! 🚨

Galaxy Digital confirmed it completed the sale of $9B worth of $BTC linked to a Satoshi-era whale 🐋

📉 Price dipped briefly — but $BTC bounced back above $116K, showing strong market absorption!

🔁 Old coins moving, but bulls aren’t backing down just yet.

Is this just the beginning of another leg up?

👇 What's your prediction?

#BTC #WhaleAlert #CryptoNews #GalaxyDigital #BinanceSquare

Galaxy Digital Doubles Down on Bitcoin, Slashes Ethereum Exposure in Q2 2025

Galaxy Digital, a leading force in digital assets and AI infrastructure, significantly shifted its crypto strategy in Q2 2025 — adding 4,272 BTC to its reserves while cutting back on Ethereum (ETH) and other altcoins.

Bitcoin In, Ethereum Out
The firm reported $30.7 million in net profit for Q2, underscoring solid performance across its core business lines. A major milestone came with its Nasdaq listing (ticker: GLXY) on March 16.

Galaxy’s net digital asset holdings surged 40% from Q1, reaching $1.2 billion — largely driven by Bitcoin’s massive rally. BTC soared from $70,500 at the end of March to $108,700 by June 30.

By quarter-end, Galaxy held 17,102 BTC — up from 12,830 BTC in Q1. Meanwhile, ETH holdings dropped sharply from 155,026 to 90,521. XRP holdings also declined, hinting at a deliberate altcoin de-risking or portfolio rebalance.

Other assets include Solana (SOL), Hype (HYP), SUI, and stablecoins like USDC.

Assets and Staking on the Rise
Galaxy’s total AUM climbed 27% QoQ to $8.9 billion. Staked assets increased 34%, totaling $3.1 billion. July brought further optimism, as the company revealed its strongest month yet for its Digital Assets division — with record-breaking Global Markets earnings and continued momentum across Asset Management and Infrastructure.

BTC Strategy — Is It Changing Again?
Despite Q2’s aggressive BTC accumulation, signs of shifting strategy are emerging. Galaxy’s Satoshi-era wallet recently sold 22,700 BTC, dragging net BTC earnings to $1.4 billion amid market pressure.

As capital rotates and market dynamics evolve, Galaxy may continue fine-tuning its crypto allocation.


#BTCUnbound #GalaxyDigital #CryptoStrategy $BTC

💼 Galaxy Digital Doubles Down on BTC — Ethereum Allocation Slashed in Q2 2025
Galaxy Digital, a prominent digital assets and AI infrastructure provider, reported a 4,272 BTC growth in Bitcoin (BTC) holdings in Q2 2025. The corporation has also reduced its exposure to other cryptocurrencies, notably Ethereum (ETH), signifying a portfolio allocation change.
Galaxy Digital Buys More Bitcoin, Reduces Ethereum
Galaxy Digital reported $30.7 million in net profits for Q2 2025, indicating solid success across its major business sectors. The company's March 16 Nasdaq listing as GLXY was a major milestone during the quarter.
At current market values, Galaxy's net digital asset holdings are $1.2 billion, up 40% from Q1 2025. Bitcoin's strong gain over the previous three months drove portfolio worth up.
BTC traded at $70,500 on March 31. In one quarter, it rose over 50% to $108,700 by June 30.
The table below reveals that the business possessed 17,102 BTC on June 30, up from 12,830 BTC in Q1. The company's ETH and XRP holdings decreased with this increase, indicating a cautious or rebalanced altcoin strategy.
Galaxy's ETH holdings fell from 155,026 on March 31 to 90,521 by June. The business also holds Solana (SOL), Hype (HYP), SUI, and stablecoins like Circle's USDC.
The firm's assets under management (AUM) grew 27% quarter-over-quarter to $8.9 billion, along with crypto holdings. Assets under stake rose 34% to $3.1 billion. The business expects Q3 strength:
Our Digital Assets operating division had its best month ever in July, with record Global Markets earnings and continuing Asset Management & Infrastructure Solutions success.
Will Galaxy Digital Change Crypto Strategy?
Galaxy Digital raised BTC holdings and lowered ETH exposure in Q2, but recent events imply it may modify its portfolio strategy depending on capital rotation and market movements.
Galaxy Digital's Satoshi-era Bitcoin wallet sold 22,700 BTC last week. Bitcoin's net earnings fell to $1.4 billion due to the market sell-off.
#BTCUnbound #GalaxyDigital #BTCReserveStrategy $BTC

🚀 *PLUME ISN’T PLAYING AROUND — GALAXY, FIDELITY & APOLLO ARE GOING ALL IN 😂💸*

Okay… when *three titans* from TradFi start *actively deploying capital* into a new crypto protocol — it’s not just a bullish signal, it’s a *loud, flashing green light* 🟢🚦

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🔥 Big Names, Bigger Moves

✅ *Galaxy Digital*, *Apollo*, and *Fidelity* aren’t just “investors” in *PLUME*
✅ They’re *deploying capital* and *issuing real-world assets (RWAs)*
✅ Total Value Locked (TVL) already hit *360M* in weeks
✅ Over *177K RWA holders* onboarded 👀
✅ This is NOT normal growth — this is *hockey stick momentum* 📈🏒

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📊 Why $PLUME Could Be Huge

🔹 Institutional trust = long-term confidence
🔹 RWAs are the *next frontier* in crypto — bonds, stocks, real estate on-chain
🔹 Plume is solving a trillion-dollar bridge: TradFi → DeFi
🔹 Early adoption = early upside for believers 🧠💰

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💡 Tips & What to Watch

🧐 Monitor the *on-chain activity* — whales are quietly accumulating
💎 DCA in, don’t ape blindly — narrative is strong, but play it smart
📅 Long-term play → RWAs + institutional rails = massive 2025–2026 potential
🚀 Ecosystem is just getting started — more assets = more volume = more rewards

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PLUME is cooking something serious… and the smartest money in the game is already at the table. Don’t sleep 😴

$PLUME

#PLUME #CryptoNews #RWAs #Fidelity #GalaxyDigital

Làn sóng kho bạc Solana tăng tốc, có thể đẩy SOL lên đỉnh mới

Thị trường crypto đang chứng kiến một làn sóng đầu tư lớn vào Solana (SOL) từ các công ty và quỹ lớn, cho thấy $SOL đang trở thành mục tiêu tiếp theo sau Bitcoin và Ethereum trong xu hướng "kho bạc tài sản số" (DAT).

Các thương vụ đầu tư khổng lồ

Chỉ trong 24 giờ qua, đã có ít nhất bốn sáng kiến kho bạc Solana được công bố với tổng giá trị khoảng 2.75 tỷ USD:
Sharps Technology huy động 400 triệu USD để thành lập kho bạc Solana.
#GalaxyDigital , Multicoin Capital và Jump Crypto hợp tác huy động 1 tỷ USD để mua một công ty niêm yết và biến nó thành một kho bạc Solana.
Pantera Capital tìm cách huy động 1.25 tỷ USD để chuyển đổi một công ty đại chúng thành một quỹ đầu tư tập trung vào Solana.
DFDV, một trong những quỹ Solana DAT đầu tiên, cũng công bố huy động thêm 125 triệu USD để mở rộng kho dự trữ của mình.

Ý nghĩa và tiềm năng

Nếu các thương vụ này thành công, gần 3 tỷ USD vốn mới sẽ đổ vào thị trường Solana trong vài tuần tới. So với vốn hóa thị trường của Solana, con số này tương đương với khoảng 17 tỷ USD vốn đầu tư vào Ethereum, cho thấy quy mô và tầm quan trọng của làn sóng này.
Các chuyên gia tin rằng sự gia nhập của các quỹ lớn và dòng tiền tổ chức có thể đưa SOL đạt mức giá cao nhất mọi thời đại (ATH) mới trong năm 2025. Điều này thể hiện Solana đang vượt ra khỏi hình ảnh một chuỗi được thúc đẩy bởi nhà đầu tư nhỏ lẻ để trở thành một tài sản được các tổ chức uy tín tài trợ ở quy mô lớn. #anh_ba_cong

🚀 Invesco Registers ‘Galaxy’ Solana ETF — Another Giant Steps Into the Arena
📢 Invesco, in partnership with Galaxy Digital, has officially incorporated a Solana ETF in Delaware — signaling its intent to launch a fund offering direct exposure to $SOL .
📄 An S-1 and Form 19b-4 filing with the SEC is expected to follow, putting Solana closer to joining the growing list of crypto assets making their way into regulated investment vehicles.
🔍 Why this matters:
✅ Another major asset manager backing Solana
✅ Institutional doors opening for SOL
✅ Growing confidence in altcoins beyond $BTC and $ETH
🌐 As TradFi continues to bridge into crypto, Solana is shaping up to be the next big contender in the ETF race.
#Solana #ETF #Invesco #GalaxyDigital #Crypto
https://coingape.com/invesco-registers-invesco-galaxy-solana-etf-in-delaware/