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Galaxy Digital (GLXY) investor relations material

Galaxy Digital H.C. Wainwright 27th Annual Global Investment Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H.C. Wainwright 27th Annual Global Investment Conference summary9 Sep, 2025

Key themes and industry evolution

  • Panelists highlighted the rapid evolution from Bitcoin mining to diversified data center operations, with a strong focus on high-performance computing (HPC) and AI workloads as future growth drivers.

  • Companies are leveraging their expertise in energy management, power procurement, and rapid deployment to create flexible infrastructure that can serve both Bitcoin mining and AI compute needs.

  • Strategic acquisitions, retrofitting existing facilities, and partnerships with major energy and technology firms are enabling faster, cost-effective expansion and adaptation to market demands.

  • The ability to secure and monetize large-scale power assets is seen as a critical differentiator, with several firms emphasizing their gigawatt-scale capacity and pipeline.

  • There is a growing recognition of the national security implications of blockchain infrastructure and the need for US-based control over key assets.

Business models and competitive advantages

  • Teams with deep experience in energy, technology, and data center operations are viewed as core assets, driving innovation and execution.

  • Companies are shifting from asset-light to asset-heavy models, acquiring and operating their own power generation and data center facilities to reduce costs and increase control.

  • Retrofits of existing industrial sites into data centers are enabling faster, cheaper market entry compared to greenfield builds.

  • Firms are developing flexible business models that allow for rapid switching between Bitcoin mining and AI/HPC workloads, optimizing for profitability and grid support.

  • Capital discipline, long-term asset accumulation, and innovative financing strategies are emphasized as key to sustaining growth and weathering market cycles.

Market outlook and future trends

  • AI and HPC demand is expected to drive significant growth in data center capacity, with multi-hundred megawatt campuses becoming the norm.

  • The integration of Bitcoin mining and AI compute is seen as inevitable, with curtailability and grid flexibility providing mutual benefits.

  • Companies anticipate increasing competition for power and land, with the ability to originate, develop, and commercialize new sites as a long-term moat.

  • Edge computing and sovereign data requirements are emerging as important trends, influencing investment in specialized data center infrastructure.

  • The sector is expected to see new entrants and evolving business models as traditional and non-traditional players seek to capture value in the expanding digital infrastructure market.

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Frequently asked questions

Galaxy Digital Holdings Ltd. provides digital asset, cryptocurrency, and blockchain technology services. The company offers investment products, such as bitcoin non-deliverable forwards and bitcoin deliverable futures contracts traded on Cboe Futures Exchange and CME Group exchanges. It also provides advisory services comprising portfolio management, custody, and brokerage; providing tokenized digital assets to institutional clients such as hedge funds, family offices, and market makers; lending capital for margin on collateralized digital assets portfolios; capital for tangible assets such as mining hardware; OTC clearing counterparty for cryptocurrency spot markets; institutional brokerage services; execution of large block orders in OTC markets; initial coin offerings (ICOs) advisory service; ad-hoc ICO investment opportunities; pre-ICO investments in blockchain projects and pre-sales of tokenized assets. Galaxy Digital Holdings Ltd. is headquartered in Toronto, Canada.

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