Why Galaxy Digital (GLXY) Might Be the Next Big Crypto-AI Stock Wall Street’s Missing
As investors scour the markets for the next breakout play blending artificial intelligence and crypto, Galaxy Digital Holdings Ltd. (GLXY), listed on the Toronto Stock Exchange (TSX), is catching serious attention. The buzz surrounding the stock has been amplified by retail communities comparing its market cap to established tech players while pointing out its multi-sector exposure and hidden potential.
GLXY has positioned itself as a hybrid force in both the cryptocurrency and artificial intelligence industries, which makes it a rare find in today’s market. This dual exposure has ignited a surge in social media conversations, especially on platforms like Reddit and X, where retail investors argue the firm remains deeply undervalued compared to AI and Web3 peers trading on the NASDAQ and NYSE.
Driving this optimism is a recent uptick in institutional ownership, with reports indicating that key funds have begun accumulating shares. This has triggered speculation that a significant re-rating could be imminent, especially with earnings season just around the corner. For those keeping score, GLXY’s last quarterly earnings beat estimates, and bulls believe the upcoming report might confirm the company’s strategic alignment with sectors that are shaping the next technological revolution.
Adding to the intrigue are developments around new executive orders in the U.S. that are set to impact AI policy, energy usage, and cloud computing infrastructure. Investors believe these orders could indirectly benefit firms like Galaxy Digital due to their involvement in AI infrastructure and digital asset management. If governments move to regulate AI and bolster national capabilities in semiconductors and data centers, GLXY could see heightened relevance—especially given its strong capital base and innovative asset portfolio.
The sentiment on GLXY isn’t just speculation. Comparisons are being drawn with companies like Palantir Technologies (PLTR), Nvidia (NVDA), and Coinbase (COIN), all of which have skyrocketed due to exposure in either AI or blockchain. But what sets GLXY apart is its cross-functional presence. This means it has fingers in both pies—giving it potential upside from multiple tech booms simultaneously.
Analysts are now eyeing a psychological level: triple digits. While GLXY currently trades at a much lower valuation than its counterparts, the community narrative suggests it’s only a matter of time before the stock catches up—assuming earnings and broader sector momentum stay aligned.
With institutional interest rising, executive policy winds shifting favorably, and the next quarterly report on the horizon, Galaxy Digital could be one of the most asymmetric opportunities on the TSX in 2025. And if the chatter is right, GLXY might just become the poster child of the AI–crypto fusion era.
