Bitcoin Infrastructure Expansion: Galaxy Digital’s $460M Bet on AI and Data Centers

In a significant development for cryptocurrency infrastructure, Galaxy Digital (NASDAQ: GLXY) has secured a massive $460 million private investment from a prominent asset manager, highlighting growing institutional confidence in the convergence of digital assets and advanced computing technologies. This substantial funding injection, announced in October 2025, represents a strategic pivot toward artificial intelligence and high-performance computing infrastructure that could have profound implications for Bitcoin's ecosystem and the broader digital asset space. The investment will primarily accelerate the development of Galaxy Digital's Helios data center campus, originally acquired from Argo Blockchain in 2022, positioning the company at the forefront of next-generation cryptocurrency infrastructure. This move signals a maturation in the industry's approach to building robust, scalable infrastructure capable of supporting both traditional cryptocurrency mining and emerging AI workloads. The transaction involves issuing approximately 9 million shares to the institutional investor, demonstrating the continued appeal of cryptocurrency-related equities to sophisticated market participants. This development comes at a time when the intersection of blockchain technology and artificial intelligence is gaining increased attention from both traditional finance and technology sectors. The enhanced data center capabilities could potentially improve Bitcoin network security through more efficient mining operations while also creating new revenue streams for Galaxy Digital beyond traditional cryptocurrency services. This strategic expansion reflects the evolving nature of digital asset companies as they diversify into adjacent technological domains while maintaining their core cryptocurrency focus. The substantial investment also suggests that institutional players see long-term value in companies that can bridge the gap between established cryptocurrency operations and cutting-edge computing technologies.

Galaxy Digital Secures $460 Million Investment for AI and Data Center Expansion

Galaxy Digital (NASDAQ: GLXY) has secured a $460 million private investment from a top-tier asset manager, signaling strong institutional confidence in its strategic pivot toward AI and high-performance computing. The funding will bolster the firm's balance sheet and accelerate development of its Helios data center campus, initially acquired from Argo Blockchain in 2022.

The transaction involves issuing 9 million new shares and selling 3.75 million insider shares at $36 apiece—an 8.5% discount to market price. CEO Mike Novogratz emphasized the investment enables scalable infrastructure growth while maintaining financial flexibility. Helios' first phase is projected to deliver 133 megawatts of computing capacity by mid-2026.

Originally a Bitcoin mining facility, Helios exemplifies the industry's broader shift from mining to AI infrastructure as profitability dynamics evolve. The deal underscores how traditional finance continues allocating capital to crypto-native firms demonstrating adaptive business models.

Bitcoin 4-Year Cycle Marks A Turning Point: Analyst Explains Why This Time Is Different

Bitcoin's recent volatility follows a new all-time high of $126,000, with prices now consolidating NEAR $120,000. Market sentiment is split between expectations of stabilization and warnings of further declines. Analyst Darkfost argues traditional cycle patterns may not apply, citing institutional participation, ETFs, and long-term holders as key drivers of reduced volatility and market maturity.

This cycle diverges from retail speculation-led movements of the past. Structural shifts in demand and liquidity are reshaping Bitcoin's trajectory, making this phase uniquely stable. Whether the next MOVE is upward or corrective, the market's evolution is accelerating.

US-China Trade Tensions Spark Crypto Stock Sell-Off

Renewed trade tensions between the US and China triggered a broad market downturn, with crypto-related stocks bearing the brunt of investor risk aversion. The S&P 500 fell 2.7%, amplifying volatility across global equities and digital asset markets.

Coinbase (COIN) led the decline, closing 7.75% lower at $357.01 after trading as low as $351.63 during the session. Bullish (BLSH) plummeted 9.42% to $60.37, while bitcoin treasury firm Metaplanet (MTPLF) edged down 2.25% to $3.48. Bitcoin miner MARA Holdings saw one of the steepest drops, falling 7.67% to $18.65.

The sell-off reflects growing market sensitivity to macroeconomic risks. crypto equities, often seen as high-beta plays, are disproportionately affected when trade wars flare up. This correlation suggests institutional investors still view digital asset exposure through a traditional risk framework.

Weirdest Bitcoin Heist Yet? OP_RETURN Targets Dormant Wallets

An obscure firm operating under the storied "Salomon Brothers" name has triggered one of Bitcoin's most peculiar ownership disputes to date. The entity executed a mass "dusting" campaign, flooding tens of thousands of legacy wallets with on-chain "legal notices" embedded in OP_RETURN messages. Galaxy Research's forensic analysis suggests this may be a coordinated effort to lay groundwork for abandoned-property claims—though the mechanics of seizing coins without private keys remain murky.

The campaign targeted 39,423 recipient addresses holding approximately 2.334 million BTC, with 98.82% being long-dormant P2PKH addresses averaging 5.95 years of inactivity. The operation unfolded in waves: test transactions in June preceded July-August messages containing all-caps "LEGAL NOTICE" language and URLs to Salomon Brothers' website. The sender demonstrated operational refinement, correcting early hiccups like broken links through iterative testing cycles.

Bitcoin Buyers Dominate On Binance As CVD Confirmation Nears 0.9, Signaling $130K Target Zone

Bitcoin's price surge to a new all-time high of $126,199 on Binance is backed by strong underlying demand, as indicated by the Cumulative Volume Delta (CVD) Confirmation Score hovering between 0.8 and 0.9. This metric, which measures the 30-day correlation between Bitcoin's price and net buy volumes, suggests genuine buying pressure rather than speculative momentum.

Historical data shows that when the CVD Confirmation Score remains above 0.7 for extended periods, price corrections tend to be shallow and short-lived, as new liquidity quickly absorbs incoming supply. The current consolidation in the low $120,000 range may precede a move toward the $130,000 target zone.

Bitcoin Crash Triggers Historic $19B Liquidation Event Amid Market Turmoil

Cryptocurrency markets witnessed their most brutal liquidation event on record as Bitcoin plummeted from $122,000 to $101,000 within hours. The cascade wiped out $19.3 billion in positions—$17 billion from long traders—while altcoins suffered double-digit collapses across the board.

CoinGlass data reveals unprecedented carnage: 1.66 million traders liquidated, dwarfing typical 200,000-account wipeouts during extreme volatility. The selloff began after political tensions escalated, though market leverage had reached dangerous levels prior to the catalyst.

Notably, partial recoveries claimed another $2.5 billion from overzealous short positions—a reminder that volatility cuts both ways in crypto's Leveraged casino. Valuation metrics now suggest derivatives markets require days to stabilize after the deepest flush since the 2022 bear market.