PERSON DIRECTORY
Jacob Rubin
Jacob Rubin appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Jacob Rubin pitches Galaxy Digital at Sohn 2026
Jacob Rubin frames Galaxy Digital as a data-center opportunity, with a conservative sum-of-the-parts and CoreWeave DCF covering today’s $29-to-$30 stock while Helios combines 1.6 GW of approved power with a 15-year contract.An 830 MW customer announcement by year-end is the key catalyst; applying Hut 8’s deal math implies $13 per share, though negative cash flows, execution risk and the multiyear build remain unresolved.