JoeRaia

[JoeRaia @JoeRaia5]

Abaxx Exchange Market Data
There it is folks! The first ever trade in the history of futures exchanges of a non China, USD Denominated physical lithium carbonate futures market! Congrats to our great team and our partners for all the hard work

https://t.co/p7qoywuqjZ

[𝘚𝘶𝘱𝘦𝘳-𝘚𝘪𝘨𝘯𝘢𝘭 @qftnoise]

Cantor's way of telling the market that physically settled futures are not the same as CFDs ( rebadged as Perpetual Futures Contracts 'perps' )

Fellow $ABXX.TO bulls were saying this on X days ago. Love you all👑

[Arjun Global @arjunglobal]

As global LNG markets continue to evolve, discussions around benchmark development, futures markets, price discovery, and market infrastructure are becoming increasingly important for participants across the industry.

[JoeRaia @JoeRaia5]

Fantastic two days at the ETLS. https://t.co/BxKpYy8xws

[Carlo$ A. $ánchez @MillonariosAnon]

$ABXX.TO

Silver is on fire!!!!!!

More than 4.000 contracts traded so far!!!!

[James Duade @James_Duade]

Perpetual futures may be a real threat to futures contracts that are intended to be settled financially, but they can't compete against contracts that are physically settled since by their very nature never settle.

CME & ICE have built up a significant book of business over the past decade based on financially settled futures that derive their price based off of index assessments instead of physical delivery of the underlying asset--these contracts could be under threat by perpetual futures.

What won't be under threat, are any benchmark futures contracts that form price discovery based off of the actual physical commodity and are settled physically.

Abaxx is perfectly positioned to continue to grow their suite of physical benchmarks in precious metals, battery metals, energy, and other sectors in the years ahead, while CME and ICE duke it out with Kalshi and Coinbase over heavily engineered financial derivatives that grow increasingly more-and-more removed from the real world assets they purport to value.

$ABXX.TO

[𝘚𝘶𝘱𝘦𝘳-𝘚𝘪𝘨𝘯𝘢𝘭 @qftnoise]

$ABXX Abaxx Exchange has the world's ONLY battery grade Nickel Sulfate contract

🔹Required for EVs, Mobile Phones
🔹Volume took off 24th Mar
🔹Record day: 761 contracts = 3,805 tonnes ~1.5% annual demand
🔹LME has 'Class 1 Refined Nickel' - requires SULFURIC ACID to process !!

[Josh Crumb 🆔++ @JoshCrumb]

..and yet, gold not really used at all as HQLA derivatives collateral; not materially part of the ~$1T in cleared derivatives margin or for bilateral swaps (due to the outdated tech and market structure of LBMA, COMEX et al).

Remember:

“#Gold cloaked with Abaxx and gold naked ain’t the same”
-Zoltan Pozsar

🆔++ #29ers $ABXX Agents++

[JoeRaia @JoeRaia5]

Packed house at the ETLS. Thanks for having Abaxx participate. https://t.co/VGDe8Gbuco

[Barrett’s Privateers (chess maxi 280 elo) @Bprivateers69]

From some boots on the ground that were there, im told JR absolutely crushed it. $ABXX was a standout. Ya love to hear it #29ers

[Trayport @Trayport]

📢Trayport will be joining Abaxx at the LNG Benchmark forum next Thursday 11 June 2026.

Spaces are limited so registration is subject to approval - secure your place now: https://t.co/XwEFyAzKt0

#LNG #EnergyTrading

[Jeffrey Currie 🆔++ @CommodMkt]

Thank you to @zerohedge for inviting me on to join @AshBennington and @ArjunNMurti for a great discussion on US oil reserves and where we are headed.

Long before Iran, we were already seeing the consequences of years of underinvestment across global energy and commodity supply chains. Spare capacity has become increasingly concentrated, inventories remain tight and physical markets are far less resilient than many assume.

The Iran War didn’t create these conditions, it exposed and accelerated them.

[JoeRaia @JoeRaia5]

https://t.co/gG4Vu0nb6O

[JoeRaia @JoeRaia5]

Packed house at the ETLS. Thanks for having Abaxx participate. https://t.co/VGDe8Gbuco

[JoeRaia @JoeRaia5]

Nice opening discussion on European Power and Gas.
Nice placement of the @abaxx_exchange logo.

[Watson @thewatsonview]

Update on Abaxx $ABXX.TO and Minehub $MHUB.NE Partnership

- They continue to work with Abaxx on the pilot. Hoping to announce something soon. They have been engaging with banks on getting discounts on financing. I think this is massive will explain more below.

- Secondly they are working with Abaxx on a specific commodity right now. Abaxx is already tracking shipments on Minehub platform. The end goal being Abaxx will use Minehub for ALL contracts that get physically settled. I mentioned this was likely the case in on of my articles and will create a significant customer onboarding for Minehub enhancing the network effects of the Minehub platform.

- Will be some time on revenue on digital title, not even this year on Minehub side.

- Minehub has gotten overwhelming feedback that this is massive. They will instantly sign up to Minehub if they can get financing discount with digital title.

So why is the financing discounts big? Because once they announce they have been able to get financing discounts for companies using the platform, they now have an upper limit for pricing of tech.

If they can get a 0.X% discount to finance using Minehub/Abaxx then they can charge 0-0.X% for their platform. If Minehub can charge 0.05% for example, that is 0.05% in revenue on the world’s global commodity trade. Quick estimate shows >$7 trillion in financing for commodity transactions.

This creates a TAM opportunity of $3.5 billion for Minehub in terms of revenue on top of everything else.

As I mentioned also in my article earlier, Finance discounts are the foot in the door to be highly competitive to incumbent exchanges for Abaxx. If companies can get nice discounts to use Minehub and Abaxx, then they will trade and ideally go to delivery on Abaxx contracts.

Oil for example would be ripe for disruption for tanker financing.

[JoeRaia @JoeRaia5]

Way to go Vish! Coming in hot right out of the gate. #NoPressure

[Abaxx Exchange @abaxx_exchange]

Vish Kumar joins @ArjunGlobal's Global Trading Opportunities Forum in London on June 15th to moderate the event's “Hunting Alpha in an Uncertain World” panel, focused on how market uncertainty is shaping strategy, risk management, and the search for opportunity.

[JoeRaia @JoeRaia5]

The Open Interest discussion is a complex one - and only one of many measures of a futures contract success. Example- not to pick on CME but look at their LCS or Lithium Carbonate Financially settled contract OI- on face it looks nice but how long has it been since those contracts traded?
Arguably the revenue associated with those position sitting on the Exchange books with zero activity - at 4.00 or 7.00/ side- would be better served by a more active contract - even at only a few hundred contracts a day.
Change my mind.
@abaxx_exchange @Smarter_Markets

[Carlo$ A. $ánchez @MillonariosAnon]

💯$ABXX

[Abaxx Exchange @abaxx_exchange]

Tomorrow at @WoodMackenzie’s Gas & LNG 2026, Dan McElduff joins the "Future of Gas & LNG in Europe" panel to discuss how Abaxx's physically deliverable LNG futures give market participants the precise hedging and risk management tools needed for a globalizing LNG market.