Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
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Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
Cite asCryptoQuant has tracked the directional calls on GLXY by @matthew_sigel on X since Apr 2024: not yet scored on GLXY (as of Nov 11, 2026).
Other assets covered (42)
8 GLXY calls on record, a thin history.
Relative view by default: fewer than 30 GLXY calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @matthew_sigel to submit corrections.
Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
View call →Hover the chart to read the thesis of that period · click a day to pin it
$GLXY CEO buying shares today https://t.co/3qTO3865g3
View original →Headline profit beat is unrealized gains on Bitcoin and other marks. Treasury & Corp made $419M vs a $42M loss in Q2. Helios Phase 1 first full leasing quarter: $79M revenue (Q2 $19M) and $69M adj. EBITDA. In line-ish with what we were looking for (87% margin). Data center segment still netted roughly zero net given $75M of interest on the new debt. Phase 2 deliveries start 2Q27. Helping the price: new $200M buyback authorized after the first one finished Oct 15. About offsets stock comp dilution. Share count barely moved. Open items for the 8:30am call: Helios II leasing interest, Phase 3 funding, McGregor.
$GLXY +5% pre-market after Q3 EPS release Headline profit beat is unrealized gains on Bitcoin and other marks. Treasury & Corp made $419M vs a $42M loss in Q2. Helios Phase 1 first full leasing quarter: $79M revenue (Q2 $19M) and $69M adj. EBITDA. In line-ish with what we were looking for (87% margin). Data center segment still netted roughly zero net given $75M of interest on the new debt. Phase 2 deliveries start 2Q27. Helping the price: new $200M buyback authorized after the first one finished Oct 15. About offsets stock comp dilution. Share count barely moved. Open items for the 8:30am call: Helios II leasing interest, Phase 3 funding, McGregor.
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