Galaxy Digital CEO Warns Crypto Treasury Firms Must Create Shareholder Value
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
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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.
AVAX One Reports Preliminary Financial Results for FY 2025
- Strong Financial Performance: AVAX One achieved $2.3 million in revenue for FY 2025, reflecting a nearly fivefold increase from 2024, indicating robust growth potential during the company's digital asset strategy transition, with projected revenue of $11 million to $12 million for 2026, further solidifying its market position.
- Improved EBITDA Outlook: The company anticipates EBITDA of $2 million to $3 million in 2026, a significant improvement over 2025, reflecting the early impact of its new strategy and indicating effective cost control and enhanced profitability.
- Share Repurchase Program: The Board has authorized a $40 million share repurchase program, having repurchased 2,423,383 shares as of February 27, 2026, demonstrating confidence in the company's value and plans to continue repurchases when market prices do not reflect intrinsic value.
- Sufficient Operating Capital: The company currently holds approximately three years of operating capital, supported by a strong governance framework and management team, ensuring operational sustainability without selling digital assets, showcasing solid financial health and long-term viability.
See More
AVAX ONE RELEASES INITIAL 2025 FULL YEAR FINANCIAL RESULTS AND OUTLINES 2026 PROJECTIONS
Financial Results Announcement: A V A X O N E has released its preliminary financial results for the year 2025.
Introduction of Guidance: The company has also introduced guidance for the year 2026.
See More
AgriFORCE Projects FY 2026 Revenue Guidance of $11M - $12M
- FY 2026 Revenue Guidance: AgriFORCE anticipates FY 2026 revenue between $11 million and $12 million, representing a nearly 5-fold increase compared to the prior year, indicating strong growth potential in the agricultural technology sector.
- EBITDA Growth Forecast: The company expects EBITDA to reach $2 million to $3 million in FY 2026, reflecting a tenfold increase from the previous year, which highlights a significant improvement in profitability.
- Market Price Trends: The average price for 2025 is projected at $4, with a high of $5, suggesting a sustained demand for AgriFORCE's products, which will further drive revenue growth.
- Long-Term Growth Potential: The company projects revenue to reach $24 million to $25 million by 2026, demonstrating confidence in its strategic positioning and future growth in the agricultural market.
See More
AVAX ONE TECHNOLOGY LTD - PROJECTED REVENUE OF $2.3M FOR 2025
Company Overview: AVAXONE Technology Ltd is a company focused on technological advancements and innovations.
Financial Performance: The preliminary revenue for the year 2025 is reported to be $2.3 million.
See More
AVAX ONE TECHNOLOGY LTD Projects 2026 Revenue of $11M-$12M and EBITDA of $2M-$3M
Company Overview: AVAXONE Technology Ltd is projected to generate revenue between $11 million and $12 million.
Earnings Forecast: The expected EBITDA for the company is estimated to be between $2 million and $3 million.
See More
AVAX ONE SHARES STRATEGIC INSIGHTS ON AVAX TREASURY AND CURRENT GROWTH EFFORTS
- Strategic Update: AVAX One provides a strategic update on its ongoing initiatives and growth plans.
- Treasury Management: The update includes insights into the management of AVAX's treasury and financial strategies.
See More
AVAX One Reports Preliminary Financial Results for FY 2025
- Strong Financial Performance: AVAX One achieved $2.3 million in revenue for FY 2025, reflecting a nearly fivefold increase from 2024, indicating robust growth potential during the company's digital asset strategy transition, with projected revenue of $11 million to $12 million for 2026, further solidifying its market position.
- Improved EBITDA Outlook: The company anticipates EBITDA of $2 million to $3 million in 2026, a significant improvement over 2025, reflecting the early impact of its new strategy and indicating effective cost control and enhanced profitability.
- Share Repurchase Program: The Board has authorized a $40 million share repurchase program, having repurchased 2,423,383 shares as of February 27, 2026, demonstrating confidence in the company's value and plans to continue repurchases when market prices do not reflect intrinsic value.
- Sufficient Operating Capital: The company currently holds approximately three years of operating capital, supported by a strong governance framework and management team, ensuring operational sustainability without selling digital assets, showcasing solid financial health and long-term viability.
See More
AVAX ONE RELEASES INITIAL 2025 FULL YEAR FINANCIAL RESULTS AND OUTLINES 2026 PROJECTIONS
Financial Results Announcement: A V A X O N E has released its preliminary financial results for the year 2025.
Introduction of Guidance: The company has also introduced guidance for the year 2026.
See More
AgriFORCE Projects FY 2026 Revenue Guidance of $11M - $12M
- FY 2026 Revenue Guidance: AgriFORCE anticipates FY 2026 revenue between $11 million and $12 million, representing a nearly 5-fold increase compared to the prior year, indicating strong growth potential in the agricultural technology sector.
- EBITDA Growth Forecast: The company expects EBITDA to reach $2 million to $3 million in FY 2026, reflecting a tenfold increase from the previous year, which highlights a significant improvement in profitability.
- Market Price Trends: The average price for 2025 is projected at $4, with a high of $5, suggesting a sustained demand for AgriFORCE's products, which will further drive revenue growth.
- Long-Term Growth Potential: The company projects revenue to reach $24 million to $25 million by 2026, demonstrating confidence in its strategic positioning and future growth in the agricultural market.
See More
AVAX ONE TECHNOLOGY LTD - PROJECTED REVENUE OF $2.3M FOR 2025
Company Overview: AVAXONE Technology Ltd is a company focused on technological advancements and innovations.
Financial Performance: The preliminary revenue for the year 2025 is reported to be $2.3 million.
See More
AVAX ONE TECHNOLOGY LTD Projects 2026 Revenue of $11M-$12M and EBITDA of $2M-$3M
Company Overview: AVAXONE Technology Ltd is projected to generate revenue between $11 million and $12 million.
Earnings Forecast: The expected EBITDA for the company is estimated to be between $2 million and $3 million.
See More
AVAX ONE SHARES STRATEGIC INSIGHTS ON AVAX TREASURY AND CURRENT GROWTH EFFORTS
- Strategic Update: AVAX One provides a strategic update on its ongoing initiatives and growth plans.
- Treasury Management: The update includes insights into the management of AVAX's treasury and financial strategies.
See More
