galaxy digital
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How Time Flies – Almost 3 Years in Review
My original intent in the strategy was to focus on a select group of investments (5) and build good size positions in them and hold them until my thesis on each played out. Things shaped up a little differently. Continue reading
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Optimistic Musings on the DTM5 Holdings
“Optimism is a strategy for making a better future. Because unless you believe that the future can be better, you are unlikely to step up and take responsibility for making it so” Noam Chomsky Continue reading
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Galaxy Digital’s Leverage
How do we spot the potential of an investment to grow assets or revenue at an exceptional rate, or profit from special situations in which value will be unlocked? Continue reading
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Crypto Price Action Commentary – ETHC & GLXY
Together accounting for more than 20% of the DTM5, GLXY & ETHC have been doing a lateral dance for the past six months, with ETHC outperforming GLXY but with a high degree of correlation in price action. Continue reading
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Friday Musings….Not All Who Wander Are Lost
Seeing red on your screen is a normal and acceptable outcome of making excellent investments. You cannot control the markets, you cannot control what happens after you press the ‘buy’ button. If you’ve done good work in coming to your conclusions, let it play out. Continue reading
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Galaxy Digital Holdings in the DTM5
I admit it. I’m a sucker for an asset management company. Maybe it was my time in the 90s working as an advisor at a firm that was repeatedly acquired for what seemed ridiculous amounts of money. Maybe it was having a front row seat to watching the baby boom generation pour their savings into… Continue reading
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DTM5 Investment: Hive Blockchain Technologies
One of the DTM5’s current holdings is Hive Blockchain Technologies which trades on the TSX Venture exchange with the Symbol HIVE. Some background > After identifying ‘Crypto’ as a primary sector for the DTM5, I started rooting around different markets, attempting to find publicly traded companies, ETFs, etc. participating in the space. To my surprise,… Continue reading