Elections are temporary; trends span generations.
In a recent post, Galaxy CEO Mike Novogratz acknowledged that the “Blue Wave” in U.S. politics—that is, a sweeping Democratic victory in the election—has put pressure on the company. But he stressed: Don’t confuse political sentiment with long-term fundamentals.
The two major trends he believes in won’t be reversed by a change in government:
1. Finance is moving onto the blockchain at a systemic level. This isn’t just a crypto-industry narrative—it’s a structural shift in the financial infrastructure layer.
2. Demand for AI is surging across the board, and the shortfalls in electricity, computing power, and supporting infrastructure are only beginning to emerge.
More convincing than words are actions: Novogratz said plainly that GLXY’s current share price is vastly out of step with the company’s true value, and announced that he is personally buying more shares in his own company, effective immediately. Management putting its own money on the line is more direct than any investor presentation.
He also revealed that Galaxy will work with the new administration, focusing on reliable power, water conservation, and community development.
When political noise dominates the market, distinguishing between a “sentiment discount” and “value destruction” is what separates those who weather the cycle from the rest.
#GalaxyDigital #链上金融 #AI
In a recent post, Galaxy CEO Mike Novogratz acknowledged that the “Blue Wave” in U.S. politics—that is, a sweeping Democratic victory in the election—has put pressure on the company. But he stressed: Don’t confuse political sentiment with long-term fundamentals.
The two major trends he believes in won’t be reversed by a change in government:
1. Finance is moving onto the blockchain at a systemic level. This isn’t just a crypto-industry narrative—it’s a structural shift in the financial infrastructure layer.
2. Demand for AI is surging across the board, and the shortfalls in electricity, computing power, and supporting infrastructure are only beginning to emerge.
More convincing than words are actions: Novogratz said plainly that GLXY’s current share price is vastly out of step with the company’s true value, and announced that he is personally buying more shares in his own company, effective immediately. Management putting its own money on the line is more direct than any investor presentation.
He also revealed that Galaxy will work with the new administration, focusing on reliable power, water conservation, and community development.
When political noise dominates the market, distinguishing between a “sentiment discount” and “value destruction” is what separates those who weather the cycle from the rest.
#GalaxyDigital #链上金融 #AI