Crypto Currents: Strategy, Galaxy Digital report Q4 earnings results

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• Strategy's convertible debt is extremely over-collateralized and is covered even if bitcoin prices drew down 80%

  80% confidence

• Despite IREN Q2 EBITDA shortfall, company targets $3.4B in annualized run-rate revenue by end of CY26, with expansion positioning IREN as de-risked, compelling long-term growth story

  80% confidence

• With more than 4.5GW of secured power, IREN can advance broad set of opportunities in pipeline and support next phase of growth, with $3.4bn ARR target representing early stage of monetization

  80% confidence

• IREN after-hours move lower is a buying opportunity despite Q2 revenue and EBITDA decline from bitcoin price drop and transition from mining to AI compute

  80% confidence

• Despite weaker Q4 results driven by digital assets price depreciation, Galaxy Digital management remains constructive on long-term growth trajectory across Global markets and Asset management businesses

  80% confidence

• CleanSpark expansion funded from position of strength, with scaled bitcoin mining operations generating durable cash flows being redeployed into long-duration infrastructure opportunities for significant shareholder value

  80% confidence

• We are at a turning point for digital assets. Vision of faster, better, cheaper, permissionless capital is being unlocked in real-time to bring everything onchain

  80% confidence

• In 2026, Strategy remains focused on expanding STRC to generate amplification and drive growth in Bitcoin Per Share for MSTR common stock investors

  80% confidence

• CleanSpark exited quarter with one of the strongest balance sheets in the sector and increasingly scarce power and land portfolio, strengthening financial foundation and securing high-quality capacity

  80% confidence

• Last quarter marked meaningful progress across capacity expansion, customer engagement, and capital formation, reflecting IREN's progress as a scaled AI Cloud platform with strongest demand environment to date

  80% confidence

• CleanSpark investment case has shifted to AI with strong momentum for Sandersville site and additional large site capacity, making recent selloff attractive

  80% confidence

• Gemini wind down reflects impact of crypto sell-off on reducing crypto trading volumes, which has likely termed out Gemini's path to profitability

  80% confidence

• Galaxy Digital presents attractive buying opportunity after weaker-than-expected Q4 results, with potential passage of crypto market structure legislation and monetization of data center business as near-term positive catalysts

  80% confidence

• Pleased to move forward from pending cases and significantly reduce Mawson's potential liability, allowing focus on operational execution and long-term growth

  80% confidence

• Bed Bath & Beyond strategy brings together partners like Figure Technologies and Figure Markets, tZERO infrastructure, and ShyftLabs for AI integration to provide responsible, compliant liquidity pathways

  80% confidence

• Gemini market exits push out the company's growth story

  80% confidence

• Bullish reported strong Q4 results and fiscal 2026 outlook is solid, with target cut due to risk-off environment, weak investor sentiment, and uncertainty around market structure legislation timing

  80% confidence

• STRC has grown to $3.4B in size, supported by increasing liquidity and declining volatility, with variable dividend rate mechanism at 11.25% helping maintain price stability near $100 stated amount

  80% confidence

• Bitfarms officially launching final phase of pivot to U.S., positioning to more effectively execute on significant opportunities in HPC/AI infrastructure development with expanded capital access and increased index eligibility

  80% confidence

• Strategy raised $25.3B of capital in 2025 to advance Bitcoin treasury strategy, making them the largest equity issuer among U.S. public companies for a second consecutive year

  80% confidence

• Strategy has 30 months of USD reserves to cover preferred equity dividend payments

  80% confidence

• Keefe Bruyette maintains high conviction in 2026 Sandersville lease given site's readiness, location, and active tenant engagement, which should help anchor shares near $10 despite BTC volatility

  80% confidence

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