Morgan Lekstrom

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Morgan Lekstrom

Morgan Lekstrom

@MLekstrom

Co-Founder and Executive Chairman Streamex (STEX:NASDAQ), father, athlete, investor in people. Co-founder and past President of NexGold mining

Katılım Kasım 2021
333 Takip Edilen1.6K Takipçiler
Morgan Lekstrom retweetledi
Henry McPhie ( 🪨 , ⛏️ )
T+2 is one of the most overlooked inefficiencies in capital markets. You can buy an asset instantly, but actual ownership settles days later. That delay creates a layer of friction: - counterparty risk - locked collateral - settlement exposure - liquidity constraints - price uncertainty until the trade actually clears. For institutional investors, this matters even more. ETFs need sufficient liquidity to allocate. Market makers need confidence that they can enter and exit positions efficiently. Every extra day between trade and settlement adds friction that slows capital down. The SEC Chair also called T+0 one of the most important benefits of tokenization. The DTC is building toward it in the second half of 2026. We're already moving in this direction with GLDY, reducing settlement from T+2 to near instant. So holders know exactly what price they're getting and can move in or out immediately. Because if tokenized securities are going to scale, they need to settle the way onchain assets are supposed to. Instantly. $STEX
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Streamex ( 🪨 , ⛏️ )
#GLDY cited in the 2026 In Gold We Trust report as a case of how tokenization can transform gold into a yield-bearing asset. Read the full report below. $STEX
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Morgan Lekstrom
Morgan Lekstrom@MLekstrom·
I echo and confirm everything Henry has mentioned here and truly see a strong growth path forward.
Henry McPhie ( 🪨 , ⛏️ )@henrymcphie_

There have been a lot of questions about #GLDY, Streamex's next phase, and $STEX on my timeline. I refrain from replying not because I don't want to, but because it's not the best way to provide proper context. Our update is out today. We had some early friction, but the model works, and I am genuinely excited about where we are headed. Morgan and I forwent our equity grants this year to reduce dilution. We are long on what we are building. 🤝 Worth reading in full.

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CoinDesk
CoinDesk@CoinDesk·
LATEST: @jpmorgan's annual report says tokenized assets, representing real-world assets, are expected to see continued growth, with some projections estimating the market could reach $13 trillion by 2030.
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Streamex ( 🪨 , ⛏️ )
Stablecoins made dollars programmable. Streamex is making commodities programmable and productive. Our co-founder @MLekstrom on unlocking real-world commodity activity and turning it into structured, tradable assets onchain. 👇 Gold is first. Everything else follows on $STEX.
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Streamex ( 🪨 , ⛏️ )
$GLDY puts you on gold with yield. $STEX gives you access to every commodity rail we build. Silver, copper, everything that comes next. Two different ways to get exposure. Same platform underneath. @MLekstrom laid out why.
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Henry McPhie ( 🪨 , ⛏️ )
Henry McPhie ( 🪨 , ⛏️ )@henrymcphie_·
Every way to own gold today costs you money. Physical Gold comes with storage costs and premiums. ETFs charge 30 to 40 basis points annually in management fees. Gold goes up, sure, but you're capturing less of it every single year. $GLDY works the opposite way. You earn additional ounces every month through real-world activities. The longer you hold, the more gold you accumulate.
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Real World Asset Watchlist
Real World Asset Watchlist@RWAwatchlist_·
BlackRock CEO Larry Fink talks tokenization in annual letter to investors "BlackRock is well prepared for the future of finance" He is SUPER bullish on RWA 🔥
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DANNY
DANNY@Danny_Crypton·
🚨 WARNING: SOMETHING EXTREMELY UNUSUAL IS HAPPENING!! Insiders are buying COMEX Gold options at $15,000 - $20,000 for December 2026. Gold is around $4,700 right now. Make sure to check this before Monday.. This means THEY EXPECT THE GOLD PRICE TO TRIPLE. And if you think that's just gambling YOU'RE COMPLETELY WRONG. Let me explain this in simple words. This position did NOT show up before the top. It started building after gold printed above $5,600, then got hit by its biggest one-day dump in decades. That's the part most people miss. Retail sold the panic. This buyer kept adding. Even after gold dropped back toward $4,700. Now the structure is around 11,000 contracts. About 1.1 MILLION ounces. About $5.17 BILLION of gold at today's price. About $16.5 BILLION of gold at the $15,000 strike. That's NOT a normal trade. It's a tail-risk bet on a full repricing. Now connect the dots. Normal bank targets for 2026 are around $6,100-$6,300. This trade starts paying in the $15,000 area. That tells you everything. This is NOT someone positioning for a normal bull case. It's someone positioning for a monetary event, a crisis event, or a market break big enough to make $15,000 gold look realistic. And that's why the timing matters. This buying didn't start during euphoria. It started after the flush, when gold had already broken hard and most people were busy calling the top. That one fact explains a lot. Because real size usually doesn't chase headlines. It waits for stress, it waits for disbelief, and then it builds. So if you're asking what this means, the answer is simple. Somebody with serious money is still paying for extreme upside in gold, even after the biggest correction in decades. That's preparation. I've studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.
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Henry McPhie ( 🪨 , ⛏️ )
Henry McPhie ( 🪨 , ⛏️ )@henrymcphie_·
“Gold doesn’t generate yield itself, so where does $GLDY get the yield from?” Through gold leasing. For decades, large jewellers and refiners have borrowed gold as working capital, used it, and paid back the gold plus lease rates. $GLDY simply brings that market onchain through tokenization while retaining title to the gold and institutional safeguards. Here’s how it works 👇
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Streamex ( 🪨 , ⛏️ )
It’s official. Streamex telegram is now live. Join us to stay updated on Streamex, gold markets, GLDY, everything happening in the Streamex ecosystem and tokenized commodity markets. Official Link → t.me/Streamex_HQ
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Morgan Lekstrom
Morgan Lekstrom@MLekstrom·
Very proud and honored to have such a well recognized figure in the finance industry join $stex @streamex at such a pivotal and explosive time for our business. The launching of $gldy and the acceleration and adoption of the stable-coin industry is only more catalysts to add. @streamex having ~50m in cash, no debt and a very low burn rate means we are setup well for growth over the years to come! Exciting times and welcome Shawn!
Streamex ( 🪨 , ⛏️ )@streamex

We are excited to welcome Shawn Matthews to our Board of Directors. Shawn is the former CEO of Cantor Fitzgerald & Co. and currently leads Hondius Capital Management as Founder & CIO. His 30 years of experience in high-growth capital markets and deep institutional relationships strengthen Streamex's foundation as we expand GLDY and our institutional footprint in tokenized commodities.

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