Extract Alpha from Financial Content

Bitcoin dominance (BTC.D) is finding strong support at 60% (0.618 Fib extension and 50-week SMA), after being rejected at 66%. This suggests a potential shift where liquidity could flow from altcoins back into Bitcoin, possibly starting as early as late August. Investors should monitor BTC.D for a potential rally, indicating Bitcoin may outperform altcoins in the near term.

Galaxy Digital Holdings (GLXY) is poised for significant catalysts around its August 5th earnings, with the stock breaking out to 4-year highs on the monthly chart. A potential $4-5 billion financing announcement for its Helios AI data center build-out could validate its data center business, potentially closing the valuation gap highlighted in the provided table. Further upside could come from CoreWeave exercising its 200MW option, increasing Helios's annual revenue from $900M to $1.2B, or securing new tenants for additional capacity, potentially boosting revenue to $2.4B.

MicroStrategy's new preferred stock, STRC, offers a potential short-term gain, as it is priced at $90 in its offering but is designed to trade near $100. A significant catalyst for Bitcoin is expected in early August, when MicroStrategy plans to use the offering's proceeds for a large BTC purchase. For long-term investors, MSTR common stock represents a leveraged investment in Bitcoin due to the company's core mission of asset accumulation. This strategy continuously funnels capital from traditional finance (TradFi) into Bitcoin, providing consistent buying pressure. The overwhelming demand for the STRC offering signals strong institutional validation for this aggressive Bitcoin acquisition model.

Galaxy Digital (GLXY) is highlighted as a potential outperformer in the crypto space, having already broken into "blue sky" territory (new highs) before Bitcoin (BTC) and Ethereum (ETH). The chart shows GLXY up +285.61% compared to BTC +52.17% and ETH +140.24%. If BTC and ETH continue their upward trend, GLXY is expected to continue its strong rally.