Extract Alpha from Financial Content

Galaxy Digital Holdings (GLXY) is highlighted as a high-conviction investment with potential for significant upside, targeting $100/share in the next few years. The core thesis centers on its undervalued data center business, particularly the Helios facility, which has a CoreWeave contract generating $900M annual revenue at 90% EBITDA margins. Upcoming August 5th earnings and potential approval for an additional 800MW of power at Helios could be key catalysts, with the full 2.5GW buildout potentially valuing the data center segment alone at $42.8B.

The primary investment focus should be on Bitcoin (BTC), as long as it remains above the key $115,000 support level. The next major price target for BTC is $150,000, representing the core of the current bullish outlook. Altcoins should be viewed as higher-risk, speculative bets that are highly dependent on Bitcoin's continued strength. The biggest gains in lower-quality altcoins often occur late in the cycle when market euphoria is at its peak. While the market is bullish, be aware that we may be in the later, more volatile stages of this trend.

Mike Dudas, a crypto investor and co-founder of LinksDAO, highlights several NFT communities with strong leadership that persisted through the bear market. He specifically endorses LinksDAO, CoopNFT, Pudgy Penguins, Rekt Drinks, Moonbirds, and BoDoggosENT as projects with dedicated teams and potential for long-term value. BoDoggosENT is noted for its consistent daily presence and real revenue generation.

Mike Dudas, a prominent crypto investor and co-founder of The Block, has recently acquired multiple BoDoggos NFTs, with prices ranging from 2.9 to 3.69 ETH. This activity by a known figure in the NFT space could signal growing interest or potential future value in the BoDoggos collection. Investors interested in NFTs might consider researching this collection, especially given the recent purchases by an influential investor.