just caught Mike Novogratz's Galaxy Digital annual report and they're really pushing Helios as a $15 billion play. honestly didn't expect them to go this hard on it. the whole thing reads like they're positioning it as a major infrastructure bet for the space.

think Mike Novogratz sees something here that most people are sleeping on. he's usually got decent instincts on what matters long-term in crypto, so when Galaxy Digital puts this kind of spotlight on a project, worth paying attention to. the $15 billion valuation is pretty substantial if it actually holds up.

what's interesting is how they're framing it in the broader context of digital assets. feels less like hype and more like they genuinely think this is going to be important infrastructure. not sure if everyone's caught up to what Mike Novogratz and his team are seeing yet though. you guys following Helios at all?