Galaxy Digital CEO Warns Crypto Treasury Firms Must Create Shareholder Value
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Should l Buy AVX?
Source: Benzinga
- Shareholder Value Warning: Galaxy Digital CEO Mike Novogratz emphasized that cryptocurrency treasury companies will continue to trade at 80% to 95% of their net asset value unless management focuses on creating shareholder value, highlighting the need for transformation.
- Market Condition Analysis: Novogratz stated that the previous model of hyping stocks to attract investors is over, and only through innovative management can true value enhancement be achieved.
- Industry Trend Observation: Currently, there are approximately 200 cryptocurrency treasury companies with a combined market capitalization of around $150 billion, which has tripled from last year, yet many are criticized for chasing volatile tokens.
- Investment Strategy Suggestion: Novogratz advised that cryptocurrency treasury firms should leverage their team's skills to find new business models rather than relying solely on traditional exchange-traded funds.
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Analyst Views on AVX
About AVX
AVAX One Technology Ltd., formerly AgriFORCE Growing Systems Ltd., is a Canada-based company. The Company is focused on building a digital-asset treasury, fostering innovation, and investing in decentralized financial technologies that benefit from the Avalanche network. It offers investors regulated access to the Avalanche (AVAX) ecosystem. Avalanche is a high-speed, institutional-grade blockchain designed as a foundational digital settlement layer for the continued growth in finance-related industries.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Treasury Management: The update includes insights into the management of AVAX's treasury and financial strategies.
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- Online Access to Presentations: Virtual Investor Conferences announced that presentations from the Digital Asset Virtual Conference held on January 27th are now available for online viewing 24/7 for 90 days, enhancing investor access to critical information.
- 1x1 Meeting Requests: Selected companies are accepting management meeting requests through January 30th, providing investors with direct engagement opportunities with executives, thereby improving investor relations management effectiveness.
- Investor Engagement Platform: The conference serves as an interactive forum for publicly traded companies to present directly to investors, increasing investor engagement and optimizing communication efficiency between companies and investors, which promotes market activity.
- Global Investor Network: The event attracted a global network of retail and institutional investors, showcasing the reach of Virtual Investor Conferences and further driving investment opportunities in the digital asset space.
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- Presentation Availability: Virtual Investor Conferences announced that presentations from the Digital Asset Virtual Conference held on January 27 are now available online for 90 days, enhancing investor access to critical information.
- 1x1 Meeting Requests: Selected companies are accepting 1x1 management meeting requests until January 30, providing investors with direct engagement opportunities with company executives, thereby improving investor relations management.
- Investor Engagement Platform: The conference offers a real-time investor engagement solution designed to provide publicly traded companies with more efficient access to investors, facilitating direct communication between companies and their stakeholders.
- Global Investor Network: By enhancing presentations with dynamic video content, the conference connects a global network of retail and institutional investors, further modernizing investor communications and engagement strategies.
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- Revenue Engine: The company leverages protocol-native staking as its core revenue engine, complemented by validator infrastructure that generates income from delegation fees, thereby enhancing its competitiveness within the onchain finance ecosystem.
- Acquisition Strategy: AVAX One's selective fintech acquisition strategy targets established businesses with existing revenue and regulatory frameworks, intending to utilize Avalanche's infrastructure to improve efficiency and transparency, thus expanding long-term platform economics.
- Team Background: The company is led by a team of veterans from institutional finance and public company backgrounds, supported by advisors from the digital asset industry, committed to providing scalable, compliant opportunities for public market investors to engage in the growth of the onchain economy.
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- Industry Impact: The significant increase in Biomx Inc's stock price could positively influence other biotechnology companies, enhancing overall market confidence in the sector and potentially leading to increased capital inflows into related fields.
- Investor Sentiment: This substantial stock price increase not only elevates Biomx Inc's market position but may also encourage other companies to adopt similar strategic initiatives to attract investors and enhance their competitive edge.
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- Agenda Announcement: Virtual Investor Conferences has announced the Digital Asset Virtual Investor Conference on January 27th, inviting individual and institutional investors, advisors, and analysts to explore investment opportunities in digital asset companies.
- Free Participation: The conference is free to attend, allowing investors to pre-register and run system checks for expedited participation and event updates, enhancing accessibility for investors.
- One-on-One Meeting Scheduling: Attendees can schedule one-on-one meetings with management, facilitating direct interaction between investors and digital asset companies, thereby strengthening investor relations and trust.
- Global Investor Access: The Virtual Investor Conferences provide a platform for publicly traded companies to engage more efficiently with a global network of retail and institutional investors, propelling the next level of investor engagement.
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