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Galaxy Digital

GLXY

Financial Services · 21.90 +7.2% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 19 Aug, 15:55 GMT-4

Jodie situation report

Galaxy Digital's move is spreading beyond its market group.

GLXY accounts for 20.6% of the group's measured movement across 8.7 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 18%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#1 of 12 by movement share
Group movement share20.6%Absolute path energy—not portfolio weight
Relative path+8.38%aligned
Effective breadth8.7 / 12broad
Relative alignment8/12upside path · 3 counter-moving
Capital-flow agreement18%not yet clean
SEQUENCE READ

APH, CRWV, LUMN moved materially before GLXY. GLXY crossed its material path threshold at 10:35 ET, 45 minutes after the first measured mover. IREN, HUT, CIFR followed.

Customer1
Supplier2
Distributor1
EVIDENCE COVERAGE

14 of 16 members in High-Performance Computing are active. 2 of 8 disclosed connections are confirming.

What would change this read
  • At least 11 of 16 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • AMZN remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.

Watch this read

Who this business touches

The relationships behind GLXY

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CRWVCoreWeave, Inc.customerFeb 26, 2026 ▾

“We expect that our AI/HPC data center business will initially be highly dependent on a single customer, CoreWeave, and may continue to derive a significant portion of the revenue of our Data Centers operating business segment from such single customer for the…”

AMZNAmazon.com, Inc.supplierFeb 26, 2026 ▾

“For instance, we rely on computing infrastructure operated by Amazon Web Services (“AWS”) and Microsoft Azure (“Azure”) to host or operate some or all of certain key products or functions of our business.”

Depended on by

SLNHSoluna Holdings, Inc.customerNov 14, 2025 ▾

“Project Kati is designed as a two-phase buildout: Kati 1 (83MW) is dedicated to Bitcoin hosting with Galaxy Digital as the first customer already secured, while Kati 2 (83MW) will expand the site to support AI and high-performance computing (HPC) infrastructu…”

Filing peers

GEMIWT

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GLXY is currently a Participant in the organic co-movement group High-Performance Computing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.