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Investors are no longer pricing crypto companies purely on digital asset exposure — Galaxy Digital's stock surge is being read on Wall Street as evidence of a broader shift, with markets beginning to reward firms that can credibly claim a stake in AI infrastructure.
The development points to a new framework for how some crypto businesses are categorized and valued, one that reaches beyond token holdings and trading revenue.
The AI Infrastructure Premium The core dynamic, as the market appears to be pricing it: owning or operating AI-relevant infrastructure is now a distinct value driver for crypto firms, separate from their exposure to bitcoin, ether, or other digital assets.
Galaxy Digital's stock move illustrates how quickly that repricing can happen once investors decide a company fits the new template.
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