Nathan Roys

Instead of chasing it on the day that I mentioned it (that's what amateurs do), good spot to buy more Abaxx Technologies $ABXXF on the slow volume correction @JoshCrumb

#29ers smashin the follow button on $ABXX’s 47th subsidiary

Sorry, full disclosure, this is from LNG4all on CEO.ca / ABXX #29er community, not internal guidance. Great work. (And sorry 🩳 if you think it’s unfair that I post a community consolidated milestone list and most CEOs wouldn’t, having a community of value investors ACTUALLY doing deep due diligence—while you use sock puppet accounts to sow data-free FUD—you aren’t in a small pond anymore Toto).

Another update after another full day of institutional investor 1x1s post the 106 target (and blue sky) report. $ABXX On valuation and volumes; I don’t care too much about the revenue number in 2026. This is pilot trading, hasn’t even started yet. Still priming for the main show onboarding and product pipeline. The big volume day spikes are of course encouraging and some days even above our own current expectations, but two things I’d point out from discussions on the calls 1) short/medium term I still focus more on the derisking and node onboarding deeded for full-scale volume and the conservatively ~300mm per year EBITDA that comes with a ~1mm contract per day commodity exchange. The early jump shows that the nameplate “global commodity exchange capacity” is showing signs of utilization, and that number can grow quickly from 30k days to +150k days over next 12mo with more regions, products and bank FCMs (and to the point of the analyst, valuation is still pricing something like 20% chance of success on just LNG and Singapore Gold/PMs…and who the heck has the other 80% chance when we so far have no competitors to scaling these markets…”Who's gonna do it? You? You, Lieutenant Weinberg?”) 2) longer term, and I ended up having this discussion with a few tech investors this week on the back of Agents++ release, you’re still in the “counting CDs mailed from Netflix days”, not focused on what the Abaxx Network actually is with the clearinghouse, MarketsOS and now Agents++. If I may be so audacious, I’m sure Hoffman got super annoyed when all the analysts wanted to know about was CDs mailed the next 12mo (and why they dropped off in April’0*)? The prize is the tech [insert always had been meme] #29ers #PlanYourMineMineYourPlan #WorldBuildersOrBust

Abaxx just made a move most people will miss. They launched Abaxx Labs, focused on solving one critical problem in AI: 👉 identity 👉 authorization 👉 accountability Their open-source framework, Agents++, gives AI agents something they’ve never truly had, a way to be known and trusted. As AI starts transacting and operating in real markets, the question isn’t what it can do… It’s who’s responsible when it does it. .@abaxx_labs is building the rails for that future. This isn’t hype. This is infrastructure. And it’s open source. Watch this space. @JoeRaia5 @JoshCrumb #29ers

Been having some very interesting institutional investor meetings after this report — as has the analyst, from my understanding — especially after calling out that $2,500 per share blue sky number (kudos to the analyst on that btw, having been in a similar seat I know it takes guts to put that in writing). Given the conversations, I’ll spend more time on valuation and the way we think about growth and ‘spendvesting’ allocations on the next call. But a few thoughts on the subject (and please, this is ALL subject to risk causations, forward looking statements, analyst disclosures, etc….we are world-builders-or-bust from the beginning, allocate appropriately, big problems trying to solve, big risk/big potential reward, baja racer emotions till we cross the line, etc): 1) Start with the core signal, there are tons of moving parts, but focus on three basic questions as a foundation: a) Is the business model proven and sound, does management have the experience to execute: obvious yes (and I’ll add that we put together the best global team in commodity market building, we ARE the global-A team even compared to companies 50-100x bigger that we will compete with imo) b) Is Singapore an important emerging global gold hub (especially given geopolitics across rivals NY, Shanghai, Dubai, etc)? Is Abaxx the only futures market, spot market, and most advanced HQLA tech vision? Yup. Ours to lose. Next question. c) Now to the stage-1 flagship, is there an LNG price/benchmark everyone trades on as a standard, or is it up for grabs and what are the alternatives to Abaxx now that its already showing liquidity? …no agreed price, and HHub is not LNG, TTF is not LNG, and billions of people are not going to price their core energy on a reporter surgery of limited information participation…and China doesn’t recognize the ‘Japan Korea’ survey, they are very astute about building new commodity markets — unlike the overly bureaucratic and overly financialized “west” IMO (Abaxx now has much greater than 50% of “winning this estimated $5B asset” imo, and we hope to put the nails in that coffee within the next 12mo). There, forward risk-adjusted valuation justified. Done. Nothing is certain. You want certainty and lower mark to market draw down risk while you manage OPM, buy a bond or an index. You want risk adjusted return, a team hell bent on providing solutions to some of the world biggest challenges, with the best teams to do so, join us. We were “too expensive” for a lot of the street as an “idea” at ~$200mm pre rev (~$12), even though we could have sold our infra for more than that, it was the stupidest asymmetric option in the market and I wasn’t afraid to say it. For those who think $50/$60 is too expensive until we fully prove out benchmark status, just test out how little is for sale between $60 and that $100 price target, because the real money (large and small) that owns this asymmetric option are comfortable with any [hedge-fund driven] draw downs and IMO not willing to sell (just on business model stage 1, and i don’t intend to give up or lose on the larger business model stage 2 that I founded this company on either). $ABXX #29ers #NowWeScale #LetsGetPhysical #MayDay

Three new Trademarks filed today for Abaxx... "Abaxx Labs" "Agents++" "AbaxxOne" tmsearch.uspto.gov/search/search-…

Your identity and your AI agent should be yours, not a double agent for a platform. Open source is the right way to build that trust. Abaxx 🇨🇦 Agents++

One small step for 🆔++, one giant leap for agent kind. 🌖 This is the start, a first library release (more to come) of what could be the biggest moon shot within @abaxx_tech. I founded Abaxx ~eight years ago with digital identity at the core, the long horizon Thing that every other Thing gets us to. Turns out our architectural vision for humans was even more important for agents (the ones acting for humans, with protecting your data with accountability, skin in the game). Digital Identity — 🔑 to unlocking the next stage of AI (a16z) Digital Identity — 🔑 to unlocking real time token finance (Blackrock) Sovereign Identity — 🔑 to reversing the enshitification of the internet for the next generation (Abaxx) Now let’s put these libraries on a Tilt-A-Whirl. #29ers Please Retweet far and wide! #MayDay #WorldBuildersOrBust $ABXX

@greentardscycle Yup

ABXXF Short Ratio for Apr 14,2026. The percentage of shares shorted increased so i dont see any change in their activity. I could be wrong but the short position is probably still increasing by the look of the trading. RBC and TD selling heavy in Canada. Same group of🩳at it.

今天刚了解到一家加拿大公司 Abaxx Technologies公司，他们正在彻底改变黄金等大宗商品的交易方式。 简单来说，就是把实物黄金的所有权通过区块链和分布式记账方式变成“加密安全、有法律效力的数字凭证”，类似给托管的黄金发行一个数字地契，让黄金的交易和结算可以实现惊人的 “T+0”，告别漫长等待，所有权几乎即刻转移。这不仅解锁了数十万亿的抵押品价值，还让全球交易更高效、更灵活。 不知道国内以后有没有搞头。 #Abaxx #DigitalTitle #黄金T0 #金融科技 #未来已来

Posted new update on Abaxx on WSB reddit.com/r/wallstreetbe…

From the great Jeff Currie, $ABXX is in a unique position to profit from the difference between physical markets and paper markets (time stamp around 5:00) youtube.com/watch?v=FJ2F1H…

Here is the exchange data for this week: 4/6/26-4/10/26 Total Revenue*: $ 446,867 ($618,073CAD) Total Contract Volume: 119,129 Total Gold (GKS): 97,652 Lots Total LNG (GOM): 9,378 Lots Total LNG (NPA): 8,883 Lots Total Lithium Carbonate (LCS): 1,879 Lots Total Carbon (CP1): 1,337 Lots Average Daily Revenue: $ 89,373.40 ($123,614CAD) Average Daily Volume: 23,825.80 Average Revenue Per Contract: $ 3.751 ($5.188CAD) *without rebates @abaxx_tech @abaxx_exchange @abaxx_spot @JoeRaia5 @wuthel @DavidVGreely @JoshCrumb

At a $30M USD burn rate per year at Abaxx, today's Exchange revenue marks the first day (of many to come), where Abaxx hit (and surpassed) break even from trading fees on an annualized basis. With over $120k in revenue today, Abaxx even made a profit on the day! What a tremendous accomplishment from the entire Abaxx Exchange team. Well done!!!

Just as a reminder. Last year @abaxx_exchange revenue where $706k. For the period starting march 1st 26 and ending today we are at 1 MILLION DOLLAR. A 40 day period just generated 45% more revenue than the entire year last year.... WHAT THE HELL $abxx, $abxxf

There you are Folks. NEW RECORDS: Total Volume Record: 36,629 Lots (Old Record 36,314) Total Revenue Record: $137,042 ($189,546 CAD) (Old Record $120,635) GOM LNG (Liquid Natural Gas) Record: 2,766 Lots (Old Record 2,744) NPA LNG (Liquid Natural Gas) Record: 2,786 Lots (Old Record 2,343) At 250 trading days a year, that would be $34.26M (47.386M CAD) That is starting to sound like a cash flowing business. Also, note, we are above the 25k Lot bar for some firms to be interested to join. #worldbuilderorbust @abaxx_exchange @abaxx_tech @abaxx_spot @wuthel @JoeRaia5 @DavidVGreely @JoshCrumb

Interesting lithium futures market comparison - @abaxx_exchange traded 418 lots Apr8 vs 36 for #CME. Abaxx LCS physical futures markets are the only non-China USD denominated market available globally. cmegroup.com/markets/metals…

Two major inbounds to our team, completely unrelated, for major agriculture products to list on Abaxx for Asian markets. Blocking and tackling, blocking and tackling. Not fast, requires details and patience, a view out the horizon, but just a highly profitable business model with massive operating leverage, with human capital doing all the work (ie dont need much dilution for orders of magnitude more scale, like the ~30x we’re looking for in years to come). #NowWeScale #1mmFloor #29ers $ABXX