BFol
282 posts
Andy Schectman agrees with Michael Oliver's call for $500 silver by summer and says it's the most asymmetric trade he's ever seen. China is already trading silver near $100, India and Russia are quietly accumulating, Gulf nations are selling US treasuries to buy gold and silver, and physical silver keeps leaving the COMEX.
Thank you to @SquawkBoxEurope for inviting me on this morning to discuss the structural shifts reshaping commodities and energy markets, as well as a deeper dive into AI and the problems we face with the commodities that fuel it. A lot covered off but a pleasure as always Steve Sedgwick and co: cnb.cx/4fpHZsb
Meet Agents++ Our first open-source release to develop the next generation of technology that will build smarter markets. Agents are moving from tools to actors, initiating and coordinating actions across systems as delegated extensions of users and institutions.
@MaxTynan on the gap nobody else is solving. AI coding tools are single-player by design. One developer, one repo, one prompt. Enterprise software is a team sport. Software Factory is the multiplayer layer. Work Orders run inside Cursor, VS Code, or Claude Code through MCP. Requirements, Blueprints, and Tests stay connected in the Knowledge Graph. Engineers keep their IDE. The team gets a system around it.
Meet Agents++ Our first open-source release to develop the next generation of technology that will build smarter markets. Agents are moving from tools to actors, initiating and coordinating actions across systems as delegated extensions of users and institutions.
Big day! Watching Digital Title move from concept into a commercial framework with Alta is really exciting. The piece I’m most proud of is the structure itself: a Singapore VCC (a regulated open-ended fund vehicle, similar in concept to a mutual fund) with MMF shares designed to function as T+0 collateral at Abaxx Clearing (subject to regulatory approval), by utilizing full ID++ identity attribution to create a secure evidence trail, and with yield continuing to accrue throughout (as a vehicle sweetener for our clients). Integrating our digital title tech into a traditional, regulated fund vehicle in an advanced capital market jurisdiction is the part that’s quietly novel, and a clear sign this can work within TradFi rails. Having spent years on the fund manager side, I have a clear view of what makes a good partner here, and Alta brings it. A meaningful milestone for Abaxx and for the technology behind digital title…. And now back to the grindstone!
Reasons for Abaxx to do this deal in Cambodia: 1) The Abaxx Network for MarketOS is our most important asset 2) The Abaxx Network for MarketOS is our most important asset 3) We’ve built the top commodity futures development team on the planet, which is being recognized from Beijing to the Middle East, to Washington DC and beyond. This is the first sovereign node for collaboration and capacity building, market structure integration and global commodity collateral network standardization. This is a far bigger development than the unexpected headline. #29ers $ABXX #Gold #Energy #Ags #RWA #WorldBuildersOrBust
month 3: your Cursor rollout looks like a win. month 9: your auditor asks about a payment retry rule that changed in March. the engineer who wrote the prompt is on PTO. the AI has no memory of why. your AI is alone at the table. The AI Single-Player Problem.
