GLXY's Two Major Quantitative Frameworks Driving U.S. Stocks Main Line 1｜Data Centers (Helios / Texas) GLXY's core driver has shifted from a single crypto beta to 'computing power and data center cash flow.' The Helios campus in Texas has secured project financing and locked in long-term capacity (around 800MW) with CoreWeave. Now, it all comes down to execution—whether the three milestones of construction, machine installation, and power delivery can be completed on time, with quality, and within budget. The first power delivery target is early 2026—each step forward increases the certainty of revenue and valuation. The upside potential comes from the 2.7GW of new load currently under review by ERCOT. Once the window opens, long-term capacity and project option value will rise simultaneously. Main Line 2｜DATC (Digital Asset Treasury Companies) Another underestimated main line is DATC: moving 'corporate-level treasuries' on-chain to natively connect traditional and decentralized capital markets. GLXY is becoming the go-to partner for these companies: offering an all-in-one package of asset management, staking, trade execution, advisory, custody, and settlement. This optimizes costs and returns for clients while delivering long-term, sticky fee-based revenue for shareholders. FORD's $1.65 billion private placement is a prime example. The choice of Solana was straightforward: high throughput, efficient network stack, and agile developers. With regulatory improvements and a rebound in institutional on-chain activity and transactions, scaling this line is just a matter of time. nfa.