Galaxy Digital Inc. · NASDAQ:GLXY
Galaxy Digital — Q1 2026 Earnings Presentation
16 slides from Galaxy Digital's earnings presentation, Apr 28, 2026
Slide 1: Galaxy Q1 2026
1 GALAXY Investor.galaxy.com Q1 · 26 As of March 31, 2026
Slide 2: Disclaimer
2 GALAXY This document, and the information contained herein, has been provided to you by Galaxy Digital Inc. and its affiliates (“Galaxy Digital” or “Galaxy”) solely for informational purposes. This document may not be reproduced or redistributed in whole or in part, in any format, Disclaimer witho
Slide 3: Galaxy is a global leader in digital assets and data center infrastructure
3 GALAXY Galaxy is a global leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and AI Complementary offerings across two main operating businesses: Publicly Listed Since 2018 (NASDAQ: GLXY)1 Digital Assets Serving the digital asset ecosy
Slide 4: Galaxy Leadership Team
4 GALAXY Galaxy Leadership Team Mike Novogratz A deep bench of experts across capital markets, asset management, digital assets, technology, Founder & CEO and the development and operation of mission -critical data center infrastructure. Chris Ferraro President & CIO Michael Ashe Rob Cornish Matt Fr
Slide 5: Our Opportunity
5 GALAXY Our Opportunity
Slide 6: Digital Assets | Early Innings of a Massive Opportunity
6 GALAXY Digital Assets | Early Innings of a Massive Opportunity The Onchain Opportunity Across Capital Markets is Significant Blockchain: The Foundation of Modern Financial Markets Value of Global Assets Digital assets are evolving from a standalone asset class into foundational financial infrastru
Slide 7: Data Centers | Early Innings of a Massive Opportunity
7 GALAXY Data Centers | Early Innings of a Massive Opportunity Global Demand for Data Center Capacity Expected Nearly Triple by 2030 Helios Positioned to Succeed in a Supply -Constrained Market Global Data Center Demand • The U.S. faces a projected 80+ GW supply shortfall by 2030 • Meeting this dema
Slide 8: Digital Assets
8 GALAXY Global Markets Asset Management & Infrastructure Solutions Digital Assets Serving the digital asset ecosystem end -to-end.
Slide 9: Global Markets
9 GALAXY Global Markets Asset Management & Infrastructure Solutions Global Markets Integrated global markets platform delivering principal liquidity, derivatives, lending, electronic trading, onchain capabilities, and investment banking services. 001 004 Principal Liquidity Access to a deep network
Slide 10: Asset Management & Infrastructure Solutions
10 GALAXY Global Markets Asset Management & Infrastructure Solutions Asset Management & Infrastructure Solutions COMBINED AUM & AUS 2 Asset Management Infrastructure Solutions High-conviction investing across public and private markets in Institutional-grade staking and custody solutions, digital as
Slide 11: GalaxyOne
11 GALAXY Launched in October 2025 GalaxyOne GalaxyOne brings institutional -quality financial products and services to U.S. individual investors in a unified digital experie nce INITIAL PRODUCT OFFERINGS ✓ Open an account in under 5 minutes with in-app verification for U.S. accredited investor stat
Slide 12: Treasury & Corporate Net Digital Asset and Investment Exposure
12 GALAXY Treasury & Corporate Net Digital Asset and Investment Exposure The Company’s Treasury & Corporate segment maintains exposure to the digital asset ecosystem through a diversified allocation across spot positions, derivatives, ETFs, equities, venture investments, private equity holdings and
Slide 13: Data Centers
13 GALAXY Data Centers High-Performance Computing Infrastructure Data Centers Developing infrastructure for an AI -enabled future.
Slide 14: Galaxy is positioned to be a leader in developing and operating high-performance computing infrastructure
14 GALAXY ▪ Galaxy • Galaxy Slides Master Overhaul Galaxy is positioned to be a leader in developing and operating high-performance computing infrastructure Helios Data Center Campus The Helios Data Center Campus is Galaxy’s flagship facility that, at 1.6GW of approved grid capacity, is projected to
Slide 15: AI and HPC Infrastructure
15 GALAXY AI and HPC Infrastructure CoreWeave has leased 526 MW of critical IT capacity for a period of 15 years, generating anticipated average annual revenue of over $1B for the combined three phases. In April 2026, Galaxy successfully delivered the first data hall to CoreWeave at the Helios data
Slide 16: Helios Construction Update as of April 2026
16 GALAXY Helios Construction Update as of April 2026 1. Galaxy’s 345 kV substation Our privately owned 345 kV grid connected substation at the Helios campus supporting up to 900 MW of transformer capacity across various phases of the project. 2. Chiller Yard 6 Specialized chiller systems provide te