Bull de Abaxx/ Natural Gas Bull

@JoshCrumb It's hard to fathom how one individual can be so deeply knowledgeable across such varied disciplines. Kudos @JoshCrumb 🙌. Lucky to be part of this journey 🚀🚀

I’ve sat in front of +$1T in PM equity capital over the past two days in Boston and NY (🙏 Robert Friedland & Jeff Currie, Cantor for the support), and the 400+ tuned into our conf call last week… …A few rough thoughts and conversations: • We are “investing” in a global scale futures exchange + clearinghouse for a 1mm ADV market, minimum (OPEX losses for 6 years in developing contracts, markets & customer development, a clearinghouse, tech, liquidity fly wheel, etc); but none of that shows up as a real tangible asset on our balance sheet (more about the ‘goofy mining engineer’s’ audacious approach below) — obviously newcomers get confused by the market cap vs historical rev…then at the same time understand that when [not if] the onboarding and milestones keep checking off, this can be worth substantially, substantially more with minimum additional capital #WorldBuildersOrBust • Conversations obviously night & day different now that volumes are growing significantly (and will likely compound exponentially for years to come), even though from an internal perspective almost nothing has changed in our pitch, our process, our products, our own self-expectations for half a decade #PlanYourMineMineYourPlan • Given the war (“Don’t mention the war!” -Monty Python), A LOT of detail on how Abaxx is building “the Federal Reserve of Molecules”, where the clearinghouse becomes a ‘Quantity Guarantee’ of commodities, which is far more important than a paper/survey ‘Price Guarantee’ for counterparty risk (again, major disconnect between the vision, service and scale of what Abaxx is investing in versus the ‘but wut revs & assets, bro?’ financials…so far!) #LetsGetPhysical • We have an #OwnerOperator mentality when it comes to dilution (🤢), will obviously want more capital on our balance sheet for the clearinghouse (even though working cap is plenty okay for a few more transformational quarters ahead); have global ambitions for our tech that I have kept in check and back burner for 6yrs and don’t want to dilute before it’s understood/valued, but always talking to strategics and creative expansion ideas / investors when price is right (2/2.5B?) #29ers • I’m not focused on break even (it’s a point in our network growth curve that will come and go in a blink of a trading session) — we should be spendvesting waaay more on leveraging our world class team and infrastructure (a business with the best people, operating leverage and multiples in all of finance). The only equation I think about is Fx(spendvesting in winning markets vs cost of dilution) • There are only ~12 global scale future exchanges (+1mm ADV), but I only really consider two as competitors in the way I think about the world. Both highly respected and profitable, highly formidable and effectively founder led. ..but those ‘founders‘ will be in a different boat than me in 5 to 10yrs, and the world I’m investing in looks VERY different in 10yrs (the world looks VERY different in 12 months). #WeComing (• What do I do in my “spare time”? I wrote a whitepaper/thesis on the future of computing this past weekend; Abaxx will not only be fully agentic_.md, and full of skills_.md for developing and launching new products and sales/client support etc over the next few quarters, but I might just have invented the “soverign computing stack” — maybe the ID++ tech stack for the future of ‘Bloomberg terminals’ if not all computing) #PrivacyEngineering 🆔++ • We invest in solving big problems with big payoff business models, collecting every under-priced option that we can along the way in our approach to spendvesting. We #ThinkDifferent, we like ”hot dog stand markets” that the oligopolies consider two small for the next few quarters; we will put 5yrs into a chance of long tail volume/rev streams that solves problems for our clients, +checks in the mail years from now • We will keep investing in people (& agents) to do this Human Captial >> Finacial Captial #29ers $ABXX

Abaxx Exchange Just crossed our first 30k contract volume day (almost 35k). First +$100k of volume-based fee day (~250 trading days/year) ‘29er Goals: • Be the world’s #LNG benchmark • …the world’s #Lithium benchmark • …the world’s #VCM benchmark • ..(new) world’s #Gold benchmark • (more to come) $ABXX #29ers #NowWeScale

When countries are struggling to source LNG, $ABXX offers physically delivered LNG cargoes. Offering certainty amidst chaos. This is a huge moment for $ABXX to gain trust and on board new customers. #29ers 🚀🚀

Not a good day for "beach ball boys 🩳" 😂🚀

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If global commodity trade is entering a more volatile era, who builds the infrastructure required to navigate it? @JoshCrumb joined @InTheMoneyPod to discuss the design requirements for the next generation of trade, including 24/7 markets & agentic AI ➡️youtube.com/watch?v=bmu9kF…

Another $30k+ day for Abaxx $ABXX ! FBOT onboarding still likely not even close to done. With silver launching soon and likely seeing similar volumes out of the gate, this could put Abaxx on a path to breakeven by the end of the year. The infrastructure continues to compound.

"beach ball boys 🩳" 😂😂

Warm up phase 🫶

We didn’t go thorough all the trouble of building a global clearinghouse for half a decades, and all of our technology, just to grab a few basis points of market share in commodity futures (ie what’s being priced into Abaxx market cap now), we built it all to change the game completely. 1mm lots per day is the minimum viable we build this all for, but we’ll go after everything with SmarterMarkets and better tech. $ABXX $ABXXF

@AndyyK20 If the fundamentals are not changing, I am not changing my investment thesis.

@BullNaturalGas I agree with long term thesis but this isn't "volatility". That's when you get dramatic price swings. This is straight down. Zero interest it seems. As if someone flipped a switch. Anyone who wanted a position in this in the past would bid this up $2 without hesitation. Now?

Abaxx is a long term game. All the pieces are falling into place. There will be times of volatility like this. But remember the core thesis and where we are going. #29ers 🚀🚀

@MarketBattle 💯

@BullNaturalGas My strategy with an investment like Abaxx is I have to measure my excitement of owning this stock with conviction of its success. I can’t let myself buy too many shares and then get shaken out by the turbulence of the market, that would be a missed opportunity. Conviction is key!

@ShortFocus Enlighten me with your short thesis master. I sincerely hope you have one.

@BullNaturalGas Sure but stock is falling "into place" as well as other pieces. It's great!

@ShortFocus @JoshCrumb What are you smoking mate?

@JoshCrumb No I've never built any of those but Ive seen numerous execs that comment on their stock (whatever their business is) and they always go down because it turns out there was no real business behind it and thats why they cared about sp so much to keep the lights on.

Dear 🩳, it’s much easier to sell what you don’t own than buy what you can’t obtain. BTW, do you know what a clearinghouse or a verifiable credential is yet? Get what you need out of my ex-employees in that tier-two expert survey spraying and praying around the market? Or are you still just another Canadian stock operator adding no value to society [with your bought deal insider trading and playing the grey areas of dirty markets as a business model], thinking they have an edge painting an illiquid chart to drive capitulation (now ~1mm shares and counting, over 50% of non market making volume lol?!) Dear real shareholders building something important in the world, thanks for your support and please mind the continued volatility and never lead an argument with price, especially since math is very much on your side. $ABXX #SM #Unobtainium

Time is ticking for the shorts. Tick Tock. 🚀🚀

Based on recent discussions (and I’ll see more global regulators next week), we believe that our views on #stablecoins and tokenized #RWAs are highly aligned with regulators — ie, stablecoins and current tokenization frameworks will not be used in international clearinghouses without steep margin discounts, if at all. This is why I set out to build Abaxx, a vision for a decentralized Market Operating System built on cryptographic proofs of identity 🆔++, legal finality without layers of redundant paperwork middlemen, trusted privacy beyond unaccountable crypto-anonymity. The Commoditization of Trust. We are very close to realizing that vision, realizing it first, and taking those next steps towards revolutionizing a multi-trillion dollar market infrastructure. MarketOS by Abaxx. #29ers 🔜™️ $ABXX #BeyondCartoonFinance #RealWorldProblemsInRealWorldAssets #Gold #Energy

Good things keep happening at $ABXX 🚀🚀

@abaxx_tech Its time to get JC @JoshCrumb on BNN canada, Bloomberg, msnbc, all of it promoting this. Especially after FYE + Q1 Fins are released/potential blackout. Time to get promo heavy with revenue on the books n growing alongside tech commercialization. #29ers

No worries 🆔 ++ is coming to the rescue $ABXX 🚀🚀