{"id":13162,"date":"2026-09-10T17:24:42","date_gmt":"2026-09-10T15:24:42","guid":{"rendered":"https:\/\/kriptomat.hr\/ai-is-changing-the-way-investors-evaluate-individual-crypto-companies\/"},"modified":"2026-09-17T09:08:21","modified_gmt":"2026-09-17T07:08:21","slug":"ai-is-changing-the-way-investors-evaluate-individual-crypto-companies","status":"publish","type":"post","link":"https:\/\/kriptomat.hr\/en\/ai-is-changing-the-way-investors-evaluate-individual-crypto-companies\/","title":{"rendered":"AI is changing the way investors evaluate individual crypto companies"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"13162\" class=\"elementor elementor-13162 elementor-13146\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-25c249d e-flex e-con-boxed e-con e-parent\" data-id=\"25c249d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bce8234 elementor-widget elementor-widget-heading\" data-id=\"bce8234\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Galaxy Digital: From Crypto Company to AI Infrastructure as a New Source of Value  <\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-07e0d27 e-flex e-con-boxed e-con e-parent\" data-id=\"07e0d27\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fc7366b elementor-widget elementor-widget-text-editor\" data-id=\"fc7366b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">Shares of crypto companies on the stock exchange have traditionally been valued according to their exposure to bitcoin and ether, trading volume, mining revenue, and the amount of assets under management. Investors have viewed these companies primarily as a reflection of movements in the crypto market.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p><p><span data-contrast=\"none\">With Galaxy Digital, this pattern began to change in 2026. In addition to the crypto business, investors and analysts are increasingly taking into account the value of its energy and data infrastructure.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bece626 e-flex e-con-boxed e-con e-parent\" data-id=\"bece626\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-69878a4 elementor-widget elementor-widget-image\" data-id=\"69878a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/s3-images.ctmedia.io\/media\/article-covers\/2026\/09\/01M1JT29BT8ARQ99J5C2455XSJ\/hi-ai-is-now-paying-bitcoin-miners-more-than-mining-1.jpg\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-44212f1 e-flex e-con-boxed e-con e-parent\" data-id=\"44212f1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b000a3e elementor-widget elementor-widget-text-editor\" data-id=\"b000a3e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Source: <a href=\"https:\/\/cointelegraph.com\/\">cointelegraph<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bda013c e-flex e-con-boxed e-con e-parent\" data-id=\"bda013c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0367d22 elementor-widget elementor-widget-heading\" data-id=\"0367d22\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Growth of Galaxy Digital shares  <\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5fd0e4b e-flex e-con-boxed e-con e-parent\" data-id=\"5fd0e4b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8b18d3e elementor-widget elementor-widget-text-editor\" data-id=\"8b18d3e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">According to available market data, Galaxy Digital shares rose by more than 20 percent in a single day in June 2026, with market speculation about a possible new tenant of capacity on Helios and positive comments from Morgan Stanley about the company&#8217;s AI infrastructure.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p><p><span data-contrast=\"none\">In November 2025, Morgan Stanley assigned an &#8220;overweight&#8221; rating to Galaxy Digital&#8217;s stock, a designation that the bank uses for stocks that it expects to perform better relative to the benchmark index. The bank then estimated that the value of the Helios campus alone could ultimately reach around $30 billion. This is an estimate by Morgan Stanley analysts, not realized or guaranteed value.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c9daa70 e-flex e-con-boxed e-con e-parent\" data-id=\"c9daa70\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4b8945b elementor-widget elementor-widget-image\" data-id=\"4b8945b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/s3-images.ctmedia.io\/media\/article-covers\/2026\/08\/01M14HGFTCPWKB8SGHW3HW7DZ6\/hi-what-is-a-masternode-and-ai.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-05fd632 e-flex e-con-boxed e-con e-parent\" data-id=\"05fd632\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0ca3ca5 elementor-widget elementor-widget-text-editor\" data-id=\"0ca3ca5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Source: <a href=\"https:\/\/cointelegraph.com\/\">cointelegraph<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8de4217 e-flex e-con-boxed e-con e-parent\" data-id=\"8de4217\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-32819e6 elementor-widget elementor-widget-heading\" data-id=\"32819e6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Helios: From Mining to Data Center  <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5d08b38 e-flex e-con-boxed e-con e-parent\" data-id=\"5d08b38\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-35cd090 elementor-widget elementor-widget-text-editor\" data-id=\"35cd090\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">According to publicly available transaction data, Galaxy Digital acquired the Texas Helios location from Argo Blockchain in late December 2022, with a purchase price of $65 million. The location was originally built for bitcoin mining, and Galaxy Digital gradually shifted it towards artificial intelligence and high-efficiency computing services.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p><p><span data-contrast=\"none\">That strategy gained further momentum when the AI cloud-platform CoreWeave entered into a fifteen-year lease agreement with Galaxy Digital, for a total of 800 megawatts of capacity on Helios. The delivery of the first phase of that capacity to CoreWeave was launched in early 2026, and Galaxy Digital said at the time that it expects to average more than $1 billion in annual revenue under these contracts over the term of the contract. This is the company&#8217;s own estimate of future contract revenue, not the results already achieved.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9e73f77 e-flex e-con-boxed e-con e-parent\" data-id=\"9e73f77\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e11a8d4 elementor-widget elementor-widget-image\" data-id=\"e11a8d4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/s3-images.ctmedia.io\/media\/article-covers\/hi-what-happens-when-chatgpt-becomes-the-front-door-to-crypto.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fc2fd17 e-flex e-con-boxed e-con e-parent\" data-id=\"fc2fd17\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6c55ed8 elementor-widget elementor-widget-text-editor\" data-id=\"6c55ed8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Source: <a href=\"https:\/\/cointelegraph.com\/\">cointelegraph<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-aa79bc4 e-flex e-con-boxed e-con e-parent\" data-id=\"aa79bc4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fef1c6a elementor-widget elementor-widget-heading\" data-id=\"fef1c6a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">What is needed for AI infrastructure  <\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-304144f e-flex e-con-boxed e-con e-parent\" data-id=\"304144f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-79fecbe elementor-widget elementor-widget-text-editor\" data-id=\"79fecbe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">AI models require a large number of graphics processing units (GPUs), advanced network equipment, cooling systems, and large amounts of electricity to train and operate. Building sites that can support such requirements carries high costs and time-consuming preparations, including power supply and grid connection arrangements.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p><p><span data-contrast=\"none\">Companies that already have contracted energy capacity, network connections, and larger computing locations hold assets that are difficult and expensive to renew in the short term. That is why some investors take such assets into account when assessing a company&#8217;s business prospects.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c6e08b4 e-flex e-con-boxed e-con e-parent\" data-id=\"c6e08b4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3dd25c3 elementor-widget elementor-widget-image\" data-id=\"3dd25c3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/s3-images.ctmedia.io\/media\/article-covers\/hi-eu-vote-on-bitcoin-mining2.jpg\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-56420d1 e-flex e-con-boxed e-con e-parent\" data-id=\"56420d1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-35b27bc elementor-widget elementor-widget-text-editor\" data-id=\"35b27bc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Source: <a href=\"https:\/\/cointelegraph.com\/\">cointelegraph<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b333350 e-flex e-con-boxed e-con e-parent\" data-id=\"b333350\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6fc900b elementor-widget elementor-widget-heading\" data-id=\"6fc900b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Overlap with crypto mining  <\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-18a6e14 e-flex e-con-boxed e-con e-parent\" data-id=\"18a6e14\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0b6579d elementor-widget elementor-widget-text-editor\" data-id=\"0b6579d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">Bitcoin mining and AI data centers seem like different fields at first glance, but both require large energy and computing infrastructure. Companies that were previously involved in cryptocurrency mining have provided land, energy supply contracts, cooling systems, and electricity grid connections over the years.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p><p><span data-contrast=\"none\">Some of that infrastructure can now be redirected towards AI operations, rather than building new locations from scratch. This allows individual crypto companies to access AI jobs without brand-new investments in land and network connections.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-52382cd e-flex e-con-boxed e-con e-parent\" data-id=\"52382cd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4210a9b elementor-widget elementor-widget-image\" data-id=\"4210a9b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/s3-images.ctmedia.io\/media\/article-covers\/hi-how-to-mine-bitcoin-1.jpg\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a494dcd e-flex e-con-boxed e-con e-parent\" data-id=\"a494dcd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-68ed051 elementor-widget elementor-widget-text-editor\" data-id=\"68ed051\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Source: <a href=\"https:\/\/cointelegraph.com\/\">cointelegraph<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0d853c6 e-flex e-con-boxed e-con e-parent\" data-id=\"0d853c6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3749bab elementor-widget elementor-widget-heading\" data-id=\"3749bab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">What is changing in the valuation of crypto companies  <\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fef9508 e-flex e-con-boxed e-con e-parent\" data-id=\"fef9508\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-72f1280 elementor-widget elementor-widget-text-editor\" data-id=\"72f1280\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">When some investors evaluate the stocks of cryptocurrency-related companies, the questions they are asking now include infrastructure, not just exposure to bitcoin or trading revenues:<\/span><span data-ccp-props=\"{}\"> <\/span><\/p><ul><li><span data-contrast=\"none\">How much energy capacity does the company control<\/span><\/li><li><span data-contrast=\"none\">Does it own land in locations suitable for larger data centers<\/span><\/li><li><span data-contrast=\"none\">Can its locations support AI workflows<\/span><\/li><li><span data-contrast=\"none\">Are there signed contracts with technology companies to lease this infrastructure How<\/span><\/li><li><span data-contrast=\"none\">much of its revenue is distributed across different sources<\/span><\/li><\/ul><p><span data-contrast=\"none\">Galaxy Digital remains an example of a company where investors take into account the energy and data infrastructure it has when valuing shares, not just the price of bitcoin or cryptocurrency trading revenues. The same questions about infrastructure are now being asked by other crypto companies that have similar resources.<\/span><span data-ccp-props=\"{}\"> <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Crypto companies are no longer judged solely by the price of bitcoin, trading revenue, or the amount of crypto assets. Galaxy Digital shows how existing energy and data infrastructure, originally intended for bitcoin mining, can become important for AI and high-performance computing. The blog explains how this trend is changing the way investors view the value of crypto companies.<\/p>\n","protected":false},"author":3,"featured_media":13163,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49,48],"tags":[],"class_list":["post-13162","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crypto-news","category-dive-deeper"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI is changing the way investors evaluate individual crypto companies - Kriptomat<\/title>\n<meta name=\"description\" content=\"AI is changing the valuation of crypto companies, and Galaxy Digital is showing how energy and data infrastructure are becoming new benchmarks of value.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kriptomat.hr\/en\/ai-is-changing-the-way-investors-evaluate-individual-crypto-companies\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI is changing the way investors evaluate individual crypto companies - 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