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Galaxy Digital Reports $216 Million Net Loss for Q1 2026, Stock Rises 5% Against Market Trend

Galaxy Digital released its first-quarter 2026 financial results, reporting a net loss of $216 million and a diluted loss per share of $0.49. The primary driver was the broad downturn in cryptocurrency markets during the quarter, with total crypto market capitalization shrinking by approximately 20%. Its crypto asset holdings declined from $1.67 billion in Q4 2025 to $1.36 billion. As of the end of March, its largest crypto holding was 6,894 BTC (approximately $431 million), followed by $61 million worth of SOL and $42 million worth of ETH. Despite the pressure on earnings, Galaxy Digital’s AI infrastructure business is progressing smoothly: the company confirmed delivery of its first data center facility to CoreWeave and expects to fulfill its full commitment of 133 megawatts of AI/IT infrastructure by the end of Q2. Boosted by this news, the company’s stock (NASDAQ: GLXY) rose 5% intraday—a move that diverged from Bitcoin’s concurrent decline. Wall Street analysts currently assign GLXY an aggregate rating of “Moderate Buy,” with a consensus target price of $39.40—implying roughly 50% upside from its share price of $26.30 at the time of writing.

Galaxy Digital OTC associated address transferred over 20,000 ETH to exchanges within 24 hours

according to on-chain analyst Ai Yi's monitoring, the Galaxy Digital OTC associated address (0x16F6d15381bEE4A25B25F0d1C4161b78f7F21Fde) has transferred a total of 21,369 ETH to exchanges over the past 24 hours, with a total value of $49.3 million and an average deposit price of $2,307.34.

Two addresses allegedly linked to Galaxy Digital transferred 45,000 ETH to multiple exchanges within 15 hours.

According to on-chain analytics platform Lookonchain (@lookonchain), two addresses suspected to be linked to Galaxy Digital transferred a total of 45,000 ETH to Binance, Bybit, and OKX over the past 15 hours—valued at approximately $104 million at current prices.

Galaxy Digital OTC-linked address deposits 15,000 ETH to exchange, valued at $34.74 million

Odaily报道 According to Ai Yi monitoring, a Galaxy Digital OTC-related address (0x16F...1Fde) has deposited 15,000 ETH, worth $34.74 million, to an exchange. These funds originated from 38,000 ETH withdrawn from Aave a week ago, which was the day when Kelp DAO was attacked, causing Aave to potentially face bad debt.

An address purchased 590,900 HYPE tokens from Galaxy OTC, and the associated address set holds a total of 4.11 million HYPE tokens.

According to on-chain analyst Onchain Lens (@OnchainLens), a wallet purchased 590,900 HYPE tokens from the Galaxy Digital OTC Wallet for approximately $25.92 million. Additionally, a cluster of six wallets—likely controlled by the same entity—holds a combined total of 4,114,234 HYPE tokens, valued at approximately $180.53 million, and all HYPE tokens received by these wallets originated from the Galaxy OTC wallet.

Royal Government of Bhutan Transfers 319.7 BTC, Worth Approximately $22.67 Million

According to on-chain analyst Onchain Lens (@OnchainLens), the Royal Government of Bhutan transferred 319.7 BTC (valued at approximately $22.67 million) to two wallets: one is a new wallet, suspected to be an exchange wallet; the other is an older wallet previously used for fund transfers and sales via OKX or Galaxy Digital.