Galaxy Digital Inc. · NASDAQ:GLXY

Galaxy Digital — Q2 2024 Earnings Presentation

21 slides from Galaxy Digital's earnings presentation, Aug 1, 2024

  1. Slide 1: Galaxy as of June 30, 2024

    galaxy.com galaxy As of June 30, 2024

  2. Slide 2: Disclaimer

    2 GALAXY Disclaimer This document,and the information contained herein, has been provided to youby Galaxy Digital Holdings LP andts affillates ‘Galaxy Digital” solely for informationalpurposes This document may not be reproduced or redistributed inwhole orn part. in any format, without the express ‘

  3. Slide 3: Disclaimer

    3 GALAXY Disclaimer Factors that could cause actualresuls to differ materially from those describedin such forwardooking statements include, but are not limited to, adectine in the digital asset market or general economic conditions; the possibility that our addressablemarkets smaller than we have “

  4. Slide 4: Company Snapshot

    GALAXY (a) Company Snapshot Galaxy is a digital asset and blockchain leader providing access to the growing digital economy. We serve a diversified client base, including institutions, startups, and qualified individuals. 6+ Complementary offerings across three main operating businesses: Year Operat

  5. Slide 5: Key Financial and Business Metrics

    5 GALAXY Key Financial and Business Metrics S2.1B S245M 2024 Book Value? 2024 YTD Net Income S699M S4.6B 2024 Loan Book Size (Average)? Assets Under Management? $0.70 2024 YTD Earnings Per Share, Diluted S3.3B Assets Under Stake® Q

  6. Slide 6: Global Money Supply

    16% 080M S3B S3.2B S144T Global Money Supply

  7. Slide 7: Positive Shift in Sentiment in U.S. Regulation

    1 GALAXY Positive Shift in Sentiment in U.S. Regulation Recent developments inDC have shown a positive shift in favor of digital assets regulation. Bitcoin and Ether ETF: SAB 121 repeal passes the approved House and Senate The SEC approves spot Bitcoin ETFs, a The House and Senate vote to repeal the

  8. Slide 8: Galaxy is well-positioned to capture market share

    8 GALAXY Galaxy is well-positioned to capture market share and be at the forefront of the digital asset revolution = Key Differentiators ili] Risk Management Proven market discipline and resilience through driven by our robust risk management and governance practices. (3. Diversified Platform Galaxy

  9. Slide 9: Galaxy Leadership Team

    9 GALAXY L Galaxy Leadership Team — Adeepbench of experts in capital markets, asset management, digital assets, investing, and technology. 2 Alexander Field VP of Engineering Mike Novogratz Founder & CEO Chris Ferraro President & ClO Erin Brown Chief Operating Officer NY) Michael Ashe Head of Invest

  10. Slide 10: Transition to Nasdaq Expected to Create Shareholder Value

    10 GALAXY Q =" Transition to Nasdag Expected to Create Shareholder Value’ Galaxy is working to complete a reorganization and domestication to become a Delaware-incorporated company, subsequently listing on the Nasdaq. Increased Liquidity Increased trading liquidity through access to deeper US. capit

  11. Slide 11: Global Markets

    (_) galaxy 1 Global Markets

  12. Slide 12: Serving the digital asset ecosystem end-to-end

    12 GALAXY GLOBAL MARKETS, (| Serving the digital asset ecosystem end-to-end Institutional grade expertise and access to digital asset products across two discrete businesses: Trading and Investment Banking. Trading OTC Spot & Derivatives Lending & Structured Products On-Exchange Liquidity Provision

  13. Slide 13: Key Metrics

    GALAXY GLOBAL MARKETS, (ZI Key Metrics = Trading S24M 2024 Counterparty Trading Revenue! 1212 Total Trading Counterparties S699M 2024 Loan Book Size (Average)! Investment Banking 2 2024 Deals Closed! 19 Deals in Investment Banking Pipeline? S21B Deal Value of Pipeline? Robinhood # has agreed to acqu

  14. Slide 14: Asset Management

    (_) galaxy oilll Asset Management

  15. Slide 15: Providing investor access to a growing digital economy

    15 GALAXY ASSET MANAGEMENT a alll Providing investor access to a growing digital economy Since 2018, Galaxy Asset Management offers institutional-grade access to the digital asset ecosystem. a Investment Strategies a Global Institutional Partners ; ; ; o Bloomberg © Passive! 4? Active , Venture fel

  16. Slide 16: Key Metrics

    16 GALAXY ASSET MANAGEMENT alll Key Metrics Galaxy AUM Growth! (SMinusD) +83% $7,818 $5,176 $4,563 $3,917 $2,489 2023 3023 4023 1024 2024 UM. Proliminar AUM by Product Group! (SMinusD) a $632 $1539 $2,392 @ Passive {™ Active Venture: 12+ Total Strategies Offered S4.6B Assets Under Management! aly th

  17. Slide 17: Digital Infrastructure Solutions

    (_) galaxy | Digital Infrastructure Solutions

  18. Slide 18: Galaxy's mining business consists of proprietary and hosted bitcoin mining

    18 GALAXY DIGITAL INFRASTRUCTURE SOLUTIONS. (=) Mining Galaxy's mining business consists of proprietary and hosted bitcoin mining. We have among the lowest costs to mine in the industry and the ability to scale best in class margins to become one of the largest public miners globally. Helios has app

  19. Slide 19: Helios' Growth Opportunity

    19 GALAXY DIGITAL INFRASTRUCTURE SOLUTIONS Helios’ Growth Opportunity Galaxy Mining's primary goal is to monetize its energy capacity and infrastructure in the most profitable way possible. = Long Runway of Growth Potential 800 Approved Megawatt Capacity 320 Acres in West Texas 6 Main Power Transfor

  20. Slide 20: Helios: Galaxy's Flagship Data Center

    20 GALAXY DIGITAL INFRASTRUCTURE SOLUTIONS " Helios: Galaxy's Flagship Data Center a) 2) 3) 4) 5) 6) 8) Immersion Cooled Data Center Approximately 150 megawatts (MW) of immersion cooled Bitcoin mining machines. Air-Cooled Units Approximately 50MWs of air-cooled Bitcoin mining machines. Onsite Substa

  21. Slide 21: Emerging Opportunities

    2 GALAXY DIGITAL INFRASTRUCTURE SOLUTIONS. (| Emerging Opportunities (a) Galaxy is building and developing a full suite of blockchain infrastructure services that enable our institutional counterparties to participate in an increasingly on-chain and decentralized future GK8 GK8, a Galaxy company, of

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