51 Insights

51 Insights

The Big Shift to AI

[PRO Shorts] Something big is shifting in crypto — and barely anyone is talking about it.

Marc Baumann's avatar
Marc Baumann
Apr 21, 2025
∙ Paid

Galaxy just walked away from Bitcoin mining and signed a $4.5B, 15-year deal with CoreWeave to use its flagship datacenter "Helios" for AI infrastructure 🤯.

Why? CoreWeave is better money than mining:

  • $300M per year in revenue

  • 90% EBITDA margins

  • Near-zero Opex for Galaxy

  • $2.26M revenue per MW

Galaxy isn't alone:

  • Core Scientific1

  • Northern Data Group2

  • HIVE Digital …

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