Bitmine: Ethereum's Boldest Bet Is Here [Seeking Alpha]
Galaxy Digital Inc. - Class A common stock (GLXY)
Company Research
Source: Seeking Alpha
The company targets owning 5% of all ETH supply, requiring an additional 6 million ETH through a $24.5 billion equity program. BMNR trades at a discount to its NAV despite rapid ETH-per-share growth, reflecting market concerns about ongoing dilution and execution risk. Macro volatility, thin liquidity, and extreme fear readings have amplified crypto price swings, creating speculative accumulation opportunities for high-beta assets like BMNR. Institutional backing from Galaxy Digital, Pantera, Founders Fund, and ARK supports BMNR's thesis, but its success depends on Ethereum dominance and tokenization adoption. IgorIgorevich/iStock Editorial via Getty Images Investment Thesis BitMine Immersion Technologies' ( BMNR ) investment thesis rests on an audacious tightrope of continuously raising equity with the sole intention of obtaining the hard-pressed yet ambitious goal of 5% of the Ethereum This article was written by Analyst's Disclosure: I/we have a beneficial long pos
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High impacting Galaxy Digital Inc. - Class A common stock news events
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GLXY
News
- Galaxy Digital (NASDAQ:GLXY) had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $30.00 to $26.00. They now have a "neutral" rating on the stock.MarketBeat
- Galaxy Digital (GLXY): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Galaxy Digital Acquires Alluvial Finance, Becomes Development Company for Liquid Collective [Yahoo! Finance]Yahoo! Finance
- Galaxy Expands into Liquid Staking as Development Company for Liquid CollectivePR Newswire
- Galaxy in Talks to Provide Liquidity for Polymarket and Kalshi as Trading Firms Jump Into Prediction Markets [Yahoo! Finance]Yahoo! Finance
GLXY
Earnings
- 10/21/25 - Beat
GLXY
Sec Filings
- 11/10/25 - Form 4
- 11/10/25 - Form 8-K
- 11/10/25 - Form 424B3
- GLXY's page on the SEC website