Q: thoughts on Q results for Glxy/t, and your opinion going forward, is there much difference in performance, etc... of glxy vs Defi/t... thanks as always, jb
5i Research Answer:
We have comments on the quarter posted here.
DEFI has outperformed GLXY, but we consider its risks to be much greater, and while DEFI has held up relatively well, we are more comfortable with GLXY's diversified business segments and its entrance into the AI data hosting space. In a risk-on environment, we might expect DEFI to outperform, but given the large uncertainty today, we would be more comfortable with GLXY.