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Asset Deep DiveKaizen Pro

Galaxy Digital (GLXY): The AI Data Center Hiding Inside a Crypto Stock

Kaizen ResearchKaizen Research · Jun 26, 2026 · 20 min read
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From $65M to a Pot of Gold: The Helios Origin Story

The Helios story is the kind of distressed buyout that only happens at the bottom of a cycle. In December 2022, Bitcoin was down more than 65% year over year, liquidity had evaporated, and several crypto companies had already gone bankrupt.

Argo Blockchain had broken ground on Helios in...

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Micron (MU): The Print the Whole Market Was Waiting For

Kaizen ResearchKaizen Research · Jun 24, 2026 · 12 min read