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Galaxy Digital (GLXY) Is Up 14.1% After Trading Surges With Bitcoin Rebound What’s Changed

Simply Wall St · 3d ago
  • In recent days, Galaxy Digital has seen a jump in trading activity as investors refocused on crypto-related firms amid a recovering Bitcoin market.
  • This renewed attention underscores how closely Galaxy’s diversified digital-asset operations are tied to shifts in broader crypto sentiment and volatility.
  • We’ll now explore how this renewed trading interest, tied to Bitcoin’s recovery, might influence Galaxy Digital’s existing investment narrative.

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Galaxy Digital Investment Narrative Recap

To own Galaxy Digital, you need to believe that institutional adoption of digital assets and onchain finance will continue to deepen, supporting demand across its trading, asset management, and infrastructure businesses. The latest spike in trading activity tied to Bitcoin’s recovery appears directionally aligned with this view, but it does not materially change the near term picture, where sensitivity to crypto trading volumes remains a key catalyst and extended industrywide volume weakness is still a central risk.

Against this backdrop, the launch of State Street Investment Management’s tokenized private liquidity fund (SWEEP), built on Galaxy’s infrastructure, looks especially relevant. It connects the current trading-driven interest in Galaxy with a longer term catalyst, where real world asset tokenization and 24/7 onchain liquidity could support more durable, fee based revenue streams that are less dependent on short bursts of crypto market volatility.

Yet, despite renewed trading interest, investors should also be aware of how prolonged crypto volume weakness could...

Read the full narrative on Galaxy Digital (it's free!)

Galaxy Digital's narrative projects $78.4 billion revenue and $281.6 million earnings by 2028. This requires 189.9% yearly revenue growth and a $383.2 million earnings increase from -$101.6 million today.

Uncover how Galaxy Digital's forecasts yield a $47.82 fair value, a 87% upside to its current price.

Exploring Other Perspectives

GLXY 1-Year Stock Price Chart
GLXY 1-Year Stock Price Chart

Simply Wall St Community members have shared 11 fair value estimates for Galaxy Digital, ranging widely from US$6 to US$60 per share. You are seeing these views alongside a business that still relies heavily on robust crypto trading volumes, so it can be useful to compare several perspectives before forming your own view.

Explore 11 other fair value estimates on Galaxy Digital - why the stock might be worth less than half the current price!

Build Your Own Galaxy Digital Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.