GateWatch

AMA #108 🎙️ with Oren Elkayam, CEO of Mobilicom ($MOB) Mobilicom just secured $2.2M in new U.S. drone orders under a Program of Record, with scaling adoption underway. Meanwhile, the Pentagon is seeking ~$75B for drones in a record defense budget. Join! twitter.com/i/broadcasts/1…

BREAKING: President Trump releases a statement after shots are fired at the White House Correspondents’ Dinner.

BREAKING: President Trump releases a statement on the cancellation of the US delegation’s trip to Pakistan for peace talks with Iran.

A potential $1T resource sitting untouched in Greenland’s Jamison Land Basin. 2M acres. Never drilled. Controlled by @GL_Energy_Co. At the time of merger → ~$215M implied valuation. When the asset base is measured in trillions and the market prices it in millions… we pay attention. WATCHING GLND. 👀

Part of the reason @fusemachines surged after its shareholder letter: We’re moving from: AI as a tool → AI as a workforce Machines planning, executing, and finishing work alongside humans. “This future is closer than most people expect.” ~ Dr. Sameer, Fusemachines CEO

“Never start something unless you’re prepared to finish it.” Those words from our CEO, Robert Price, perfectly captures Greenland Energy’s ($GLND) spirit. Price took center stage during his one-on-one with Nasdaq as we rang the Opening Bell this month. This conversation reflects what drives us: the determination to see every project through from exploration to production, delivering real, lasting value for the people of Greenland and for our shareholders. #GreenlandEnergy #Nasdaq #EnergyInnovation #GLND A huge thank-you to the @NasdaqExchange team for spotlighting our leadership vision and recognizing our commitment to responsibly power the future. linkedin.com/posts/nasdaq-e…

Reddit AMA #108 – Interview with Mobilicom CEO Oren Elkayam x.com/i/broadcasts/1…

@Securitize just made a serious move. Former SEC Trading & Markets Director Brett Redfearn is now President and joining the Board. This isn’t just a hire. It’s a signal. Redfearn helped shape modern market structure at the SEC, then moved into digital assets at Coinbase. Now he’s stepping into a company positioning itself at the center of tokenized finance. Securitize is already: • $4B+ in tokenized assets • Partnered with Apollo, BlackRock, BNY, Hamilton Lane, KKR, VanEck • Operating regulated infrastructure across the US and EU And they’re heading toward a public listing via SPAC (CEPT → SECZ). We’re watching closely.

Markets don’t move randomly. They move where attention builds. Gatewatch monitors retail sentiment across platforms to identify emerging narratives early. Follow along to stay ahead of the shift.

reddit.com/r/GLND/comment… Shortsqueeze potential @GL_Energy_Co $GLND. Reddit Sentiment High. Stocktwits Sentiment High stocktwits.com/symbol/GLND

@WolfRyan Wdym. Islamabad talks cancelled.

TACO TUESDAY STRIKES AGAIN

Missed our interview with $MOB CEO? We break down the $2.2M order and what comes next. Full interview now live on YouTube. youtu.be/Xp34gBkUCaE

$MOB CEO Interview: Inside the $2.2M Order and $249M U.S. Defense Program x.com/i/broadcasts/1…

The NYSE represents ~$44T in market cap. @Securitize CEO @carlosdomingo put it simply: “We don’t need much of that onchain for this to become huge.” Even a very small percentage of those assets moving onchain would represent a massive opportunity. For perspective, just 1 basis point (0.01%) of that market is ~$4.4B.

Live from @GL_Energy_Co CEO Robert Price: Greenland’s first well could hold up to 2.9B barrels of oil. At $100/barrel → ~$300B from a single prospect. But that’s just the starting point. He points to Prudhoe Bay: initial estimates ~5B barrels → ultimately ~13B. Now layer in: • Virgin pressure reservoirs • Early wells flowing up to 70,000 barrels/day This is how major fields begin...underestimated. We’re watching GLND closely

@fusemachines stock surged significantly after its recent shareholder letter. They’re going all-in on agentic AI: Systems that plan, reason, and execute. Add in AWS support + growing pipeline and the setup into 2026 is getting interesting.

Tune in to today’s X Spaces at 1:30 PM EST with $GLND CEO. Oil. Geopolitics. Energy security. From Greenland to the Strait of Hormuz. Set your reminder below 👇 x.com/i/spaces/1wxWj…

. @Securitize just tokenized a Nasdaq-listed company’s shares (CURR) on Ethereum + Solana. This represents real equity ownership through regulated infrastructure. Same asset, new rails. An early look at what bringing public markets onchain could actually mean.

The edge isn’t faster news. It’s earlier attention. Gatewatch tracks where retail conviction is forming before price follows.

We’re watching how @fusemachines builds into 2026. CEO Dr. Sameer lays out 3 growth drivers: • Organic growth • Partnerships (key focus) • Strategic acquisitions Partnerships are already helping close enterprise deals and reduce friction. Worth paying attention to