AJsTrades

$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.

Gold 1.0 was $XAUT/ $PAXG — digital vault receipts. Gold 2.0 is $GLDY token — physical gold that pays you. $XAUT + $PAXG = you hold gold. $GLDY token = you own gold and can lend it on‑chain for real yield Same metal. Completely different economics. Put your gold to work for you

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$STEX $GLD $GLDY $GOLD #GoldTokenizaition Minimal downside at this point with $50MM cash and $20MM in Gold on the books.

Buy $STEX

🚨🇺🇸🇮🇷 THE WAR NO ONE IS TALKING ABOUT ISN'T BEING FOUGHT WITH MISSILES... IT'S BEING FOUGHT WITH GOLD In a conversation powered by @Streamex, Frank Giustra, one of the most respected voices in gold and mining, breaks down what's really happening beneath the surface of every war the U.S. is fighting. He says every country that tried to trade oil outside the dollar got destroyed. Libya. Iraq. Venezuela. Iran is just the latest. But while the U.S. bleeds resources enforcing dollar hegemony with its military, China is quietly building an alternative financial system backed by physical gold. China may hold up to ten times more gold than officially reported. U.S. debt just crossed the threshold where interest payments exceed the defense budget. Giustra says every great power in the last 500 years that hit that point was already in decline. As gold reclaims its role at the center of the global monetary system, @Streamex is building on that trend by tokenizing gold, allowing fractional ownership and even yield on a traditionally non-yielding asset. Giustra, who advises the company, says this is what the bridge between the old financial system and whatever comes next actually looks like. China is doing what America did 150 years ago: stay out of everyone else's wars and build. The 50-year fiat experiment is in its final chapter. The country that's been stacking gold the longest will write whatever comes next. Full conversation with @Frank_Giustra below. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any decisions 01:00 Iran has responded in an asymmetric manner to cause economic havoc… and they’re doing a good job of it. 02:30 Iran is equipped well enough to sustain these attacks with cheaper weapons than the U.S. is using. 05:40 The U.S. dollar’s reserve status is as important as, or more important than, the U.S. military. 06:20 Any country that tries to move away from the U.S. dollar… nasty things happen to those countries. 08:40 The U.S. has been slowly bankrupting itself… all these senseless wars have drained the Treasury. 11:50 Gold has no counterparty risk. 13:10 Gold, Reserves, Power, and the Next Currency Shift. 15:00 All Fiat currencies eventually go to Zero. 17:50 The U.S. has not audited Fort Knox since 1955… you have to ask yourself why. 23:40 Gold is going to play a monetary role again… it’s no longer a fringe theory. 31:10 “Tokenization allows you to own gold without the traditional barriers.” 32:40 Streamex is starting with gold, then moving into silver and other commodities. 33:10 “Streamex is turning gold into a yield-bearing asset.” 33:30 “You can own gold through the token… and earn a yield on it while holding it.” 36:50 The money you put in the bank is not your money… you’ve loaned it to the bank.

🚨 JAMIE DIMON SHIFTS TONE 🚨 JPMorgan CEO: “THE EXPERIMENT PHASE IS OVER.” PRAISES BLOCKCHAIN FOR FASTER & CHEAPER FINANCIAL SYSTEMS. WALL STREET IS QUIETLY MOVING IN. IF CLARITY ACT PASSES, BITCOIN MAY GO… Show more

@JohanSteve31859 @henrymcphie_ It was a smaller circle privately requested zoom meeting, I don't know if it was recorded.

@AJsTrades @henrymcphie_ Perfect, thanks. Would you happen to know which call? Where can I find that?

A number of people have sent me this asking me how it compares to GLDY. Let me get a couple of facts straight. The yield itself is generated from “Bybit Easy Earn” which is essentially just staking consisting of loan activities and third-party strategies on the bybit exchange. You have been able to stake tether gold for the last 6 years to get yield so nothing groundbreaking there and the counterparty risk on staking stays the same. They are currently offering 12% APY but only for 21 days that I believe is subsidized by tether. This equates to roughly 0.685% yield. We could do the same as Streamex if we wanted to pay out an incentive for early adopters of GLDY. We didn’t want to at first because the 3.5% inherent APY with no staking risk is still the best on the market but might be a cool thing to do at some point. Also, in the near future you will be able to stake and loan against your GLDY if you wish to get additional yield on top of the 3.5% inherent to the asset. Overall the value proposition for GLDY stays the same. It is the only tokenized yield bearing gold asset that can be held by ETFs, distributed by wealth managers, held in IRAs, is fully institutional grade from the asset structure to the yield through gold leasing. If you have any more questions don’t hesitate to ask in the comments!

Stablecoin yield debate has reached a turning point in the CLARITY Act. It’s bullish for $GLDY. The latest news on the CLARITY Act points toward potential restrictions on “passive yield” for stablecoins. Under the proposed framework: - Any rewards or interest tied solely to holding a stablecoin balance would be disallowed. - Activity-based rewards remain permitted. Lawmakers are drawing a clear distinction between stablecoins and traditional bank deposits, aiming to prevent crypto-issued dollar instruments from functioning as interest-bearing savings products. Markets reacted negatively to this, given how central yield programs are to stablecoin adoption and revenue models for companies like Circle and Coinbase. The proposal reflects a broader compromise, advancing regulatory clarity for digital assets while placing limits on one of the sector’s key growth mechanisms. While this is not positive for issuers of US dollar stablecoins like USDC and USDT and the platforms providing yield on passive holdings, it is actually quite bullish for Streamex and $GLDY. The key point of the act continues to center on competition with the banking system, particularly around platforms offering yield on assets like USDC and USDT in a way that resembles deposit-like products. The draft still permits “activity-based rewards,” which is an important distinction. If a user participates in an underlying activity or product, they can still get the yield. $GLDY, as an asset, is a security, and the yield inherent to the asset is not based on passive holding; it is a real-world activity that takes place through gold leasing. With that, Streamex and GLDY fall into a very positive bucket under the CLARITY Act and can actually benefit from it, as they are already fully compliant assets. It's still early days, as this is draft language and nothing has been signed into law yet. But regardless of how the final text lands, Streamex and GLDY will be positioned very well as a fully compliant yield-bearing asset under the regulations. Regulatory clarity is a tailwind for assets built the right way. $STEX 🤝

@JohanSteve31859 @henrymcphie_ They have commented on this in some zoom calls. But basically the capacity is there to easily do say $30B within a week or so. They really did not see a ceiling certainly not one we would be hitting any time soon.

@henrymcphie_ Another question: what is the leasing capacity you guys have with MM? When does the AUM start getting to large where yield compression might start to kick in? Are there any scalability concerns here and how are you planning to tackle those?

Update addressing @streamex inaccuracies/concerns Golden Opp? investorchatter.com/is-streamex-a-… Institutions recently bought $60 mill $STEX 60%-100% higher than where u can buy now $COIN @Frank_Giustra $CRCL $BMNR $JPM $HOOD $WPM $NEM $SOL $XRP Must Read Facts/Thesis to consider here:

@henrymcphie_ Thanks Henry! Question, why don't you write blogs about these headlines explaining in more detail on the Streamex site. Then you can post the link here on X so you get a link back to your website for SEO and you get the headline out.

The London Metal Exchange just halted all contracts. A single tech failure can pause price discovery for the global metals market yet this is the global pricing benchmark. Tokenized commodities run 24/7 with no off switch. $STEX

@notabigdeal111 Sure makes me feel good talking to a short that does not know the answer to this question.

@AJsTrades Lets see buddy. Lets see how ugly this qtr is. Have they sold any Tokens yet?

Vinnie Bobarino took $STEX from $120 to $1 the first time. Then pumps it to $15. Now got it from $15 to $2. Headed to $0. lol

@notabigdeal111 That would be like saying landlords using brokers to rent out their house is not a viable business model, but it is working out for them. I don't care what it does next week, next month or this qtr. It is not a matter of if it goes to $20, but when will $STEX go to $20 a share?

@AJsTrades Right stock down from 14-2, gold doubled same period. I a mnot alone in my sentiment apparently. My bet is they dont have a viable business model. We shall see...

@notabigdeal111 I think so. I can see you are stuck on the now and past... as a trader of 35years you know that the market trades based on future value. I don't expect much of anything from this coming QTR report, GLDY just launched, the company failed using YA, but now the bal sheet is clean

@AJsTrades What is YA? Lets what this qtr looks like. Next week right?

@notabigdeal111 Yes there was still some unreeling of the old company it was not like they just shut off the lights and closed the door. $STEX has zero debt, 50M in cash plus holding gold. They messed up going with YA I think you know how YA operates and maybe that's why you were short since 11.

@AJsTrades nov 2025 qtr is biosig? The merger closed in may 2025.

@notabigdeal111 You do realize that was Biosig numbers right?

@AJsTrades I was being nice. That is just there operating loss from last QTR, the gaap loss is actually 15MM. finance.yahoo.com/quote/STEX/fin…