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GLXYGalaxy Digital Inc. Class A Common Stock

Options Analysis ReportSECURITY BROKERS, DEALERS & FLOTATION COMPANIES
Market Cap $4.7B|NASDAQ
2026-09-11$24.13
NEUTRAL
Analysis: 2026-09-10 EOD data
1Y -16.4%YTD -2.5%7D -8.4%
31,918
30D
±24.0%
13%

GLXY Options Overview

IV is elevated. Conditions favor premium sellers.

REWARDS

RISK ANALYSIS

5.0VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for premium sellers

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GLXY Gamma Walls

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Value

Is IV priced right?

4.3
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks2/9 checks passed
≤35%

IV Rank 93.7% — elevated vs history

<1.05x

IV/HV 1.06x — IV premium over HV

Sector Relative≤50%

Sector percentile 94% — above sector median

<1.1x

Front/Back 0.94x — contango

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 89.7% — crisis-level IV

<80%

Effective IV 104.6% (ATM 89.7% + spread 7.5% + bias) — expensive

<3.0%

Total drag 12.41% (spread 7.46% + slippage 4.95%) — high friction

≥5.0

Vega efficiency 0.65 (vega 0.487 / spread 7.46%) — spread drag

Sentiment

Bullish or bearish?

5.0
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksBearish - Strong signal (Conviction: -23%, Raw: -21%)
|net sentiment| ≥25%

Conviction-weighted: -23% (bearish) — Raw: -21%

≥15%

|OI skew| 32.6% — call-heavy

Same sign, |vol skew| ≥10%

Vol skew +8.4%, OI skew +32.6% — weak (same direction)

≥2/3 conditions

0-DTE 22%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: +30%, ATM: -72%, OTM: -4% — bearish (ITM/ATM divergent)

Sector Relative≤40% or ≥60%

Sector P/C percentile 26% — very bullish vs sector

Activity

Unusual activity?

4.5
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks2/8 checks passed
≥1.5x

Volume 1.1x avg — normal

≥15%

Vol/OI 7.4% — normal turnover

≥2 days

1 day(s) elevated — may be one-day event

≥5%

OI change -1.0% (5d) — stable

Sector Relative≥60%

Sector activity percentile 78% — active vs sector

≥30%

Large trade volume 75% — heavy institutional

≥60%

Aggressive execution 30% — patient

≥30

Conviction -23 (bearish) — mixed

Liquidity

Can I trade efficiently?

4.8
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks4/8 checks passed
≤5.0%

Spread 7.5% — wide

≥10,000

OI 429,739 — deep

≥500

Volume 31,918/day — active

≤$0.50

$0.37 to cross — cheap

≥5 strikes

0 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 95% — much wider than sector

≥100 contracts

Depth 472.0 contracts (bid:225.0 ask:247.0) — adequate

<1.0%

Avg slippage 4.95% — poor

Timing

Is now a good time?

6.7
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks5/9 checks passed
|slope| ≥5%

Slope -5.7% — contango

<30 or >70

IV percentile 94% — seller opportunity

≥10pts kink

IV kink -3.0pts — no clear event

<0.5 or >2.0

θ/ν ratio 1.97 — favors mixed

≥3 expirations

3 liquid expirations — flexible

≥60% (safe)

caution advised: FOMC in 5d; CPI in 0d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow -23% @ 62% consistency — unclear

≥40 composite score

Score 105 (ITM 20% + inst 75%) — HIGH institutional

Directional Strategy Fit

Option Buyers
Long Calls5.0
bullishIV fair, mixed flow
Long Puts5.0
bearishIV fair, mixed flow
Premium Sellers
Cash-Secured Put5.4
bullishIV fair, mixed flow
Covered Call5.4
bearishIV fair, mixed flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 7, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

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