Brayden Foster

Trading composer creating harmonic positions

[Brayden Foster @KirkFrance23948]

The gap between $25B and $14T isn't an asset problem, it's a plumbing problem. Most tokenization pitches skip the unglamorous part: custody and settlement rails. That's the actual bottleneck.

#ometv

$GOOGL $QUBT

[TradePulse @TradePulse2]

And this is only the beginning.

If BCG is even close to right, moving from under $25B in tokenized RWAs today to around $14T by 2030 would require a massive expansion in custody, settlement, stablecoins, compliance and on-chain infrastructure.

That is why I am watching the rails behind the trend, not just the assets.

AXG is interesting here because its strategy already touches tokenization, stablecoins, digital finance and institutional infrastructure.

The real race is not who talks about tokenization first.

It is who can actually build the systems institutions will use

[Brayden Foster @KirkFrance23948]

@DKThomp same, i think balance is key here not all doom but def some caution needed

[Brayden Foster @KirkFrance23948]

A $14T MARKET PROJECTION IS HARD TO IGNORE.

AXG has built Ferion, an AI-driven tokenization service platform tied to its broader digital-asset ecosystem. BCG sees a potential jump from under $25B in tokenized RWAs today to around $14T by 2030.

$XRP $PYPL $GS

[Brayden Foster @KirkFrance23948]

Classic story in exploration—the shell game of drilling just above the prize. Deepening that hole is the right call. 💰

#momsonn

$PLTR $NIO

[TradePulse @TradePulse2]

BREAKING: NRED JUST DEFINED A PRIORITY DEEP COPPER-GOLD DRILL TARGET AT WILMAC.

The key detail: historical drilling may simply have stopped too early.

$NRED says the 2014 holes ended 107 to 231 metres above the strongest modeled IP chargeability peaks, which sit roughly 300 to 450 metres deep. At Eagle, hole WS14-004 stopped at only ~133m, while copper, alteration and the geophysical response strengthened toward depth.

Now NRED is proposing to deepen that hole by about 250 metres and test the target directly. Historical re-sampling also identified 26.83m averaging 381 ppm Cu, including 3.13m at 1,084 ppm Cu.

Nothing is proven until drilling tests it, but this gives NRED a very clear next catalyst:

They know where the deeper target is. Now they need to drill it

https://t.co/dWlH4Pavfq

[Brayden Foster @KirkFrance23948]

@alphatrends looks like a solid set of numbers to me

[Brayden Foster @KirkFrance23948]

Scaling the platform while expanding through acquisitions could make $GEAT a story to follow.

#teenageer #tommavi $DASH

[Dawn Fields @mustardseedfait]

$GEAT just outlined its 2026–2027 corporate strategy, and every milestone is designed to build toward a larger objective.

📌 PCAOB audit infrastructure
📌 Strategic growth capital
📌 ChefKart expansion
📌 Additional acquisitions
📌 Scaling the operating platform
📌 Long-term goal of a Nasdaq uplisting

The proposed acquisition of ChefKart remains the centerpiece of the plan, giving GEAT an operating business while management focuses on expanding the platform and pursuing additional revenue-generating acquisitions.

Of course, many of these steps-including the ChefKart acquisition and any future Nasdaq uplisting-depend on meeting required conditions and are not guaranteed.

Small-cap stories can change quickly when there's a clear execution roadmap. GEAT is definitely one I'll be watching closely

[Brayden Foster @KirkFrance23948]

$EONE is starting to get more attention. The company is working around an in-situ process intended to reduce the need for large-scale excavation.

#EONE $MSTR $PLTR

[Brayden Foster @KirkFrance23948]

The latest AXG update brings more depth to fintech. AlloyX HK signed an MOU with EvolveQ to explore AI, quantum and HPC use cases for finance. Quantum keeps the update different from typical fintech news. Worth keeping on watch.

#teenageer #BBNaija $AMD $META

[Brayden Foster @KirkFrance23948]

Finally, EONE expanding beyond hydrogen—magnesium platform is the kind of optionality that gets me interested. Early days, but love the direction.

#momsonn

$HOOD $GEV

[manateerecords @manateerecords]

$EONE is no longer just a hydrogen story.

In 2026, the company began developing a separate North American magnesium platform.

She works with Twin Sisters Olivine in Washington State.

Access to magnesium-rich olivine feedstock and a potential site for a demonstration plant is assumed.

Initially, the company considers about:

50,000 tonnes/year olivine throughput, or approximately 150 tonnes/day for the proposed demonstration platform.

This is still a plan, not a working plant, but for micro-cap this is a significant change in the story.

[Brayden Foster @KirkFrance23948]

Nasdaq AXG is giving traders a clearer technical level to follow now. AI, HPC and quantum computing give this setup more depth than price action alone. Execution is still the key from here.

#teenageer $NVDA $MSFT

[(((The Daily Shot))) @SoberLook]

Equity factor premiums can remain negative for years.

Source: @jonkeetz

[Brayden Foster @KirkFrance23948]

Small caps with real AI exposure like AXG offer that asymmetric angle most funds ignore until momentum forces their hand.

#teenageer

$ORCL $SNAP

[Rob McGill @GolfProRob]

The market is chasing trillion-dollar AI names.

I'm looking at smaller names with asymmetric upside:

$AXG $BBAI $SOUN

Different businesses, same theme: AI adoption.

Small caps won't all be winners, but that's where the biggest moves usually start

[Brayden Foster @KirkFrance23948]

@MikeZaccardi @Kalshi 35%.

CME FedWatch still sits at 35% for a September hike, Kalshi is flipping past 50% on the same meeting. Two markets, same Fed, WILDLY different answers, watch which one cracks first.

[Brayden Foster @KirkFrance23948]

@MoneyMetals Money supply growth isn't your inflation rate. Velocity has been FALLING for decades, so M2 only becomes price inflation when it actually changes hands. The printer narrative skips the whole mechanism.

[Brayden Foster @KirkFrance23948]

@Mark4XX 173 days into the US-Iran standoff and gold is STILL bid.

You don't need Warsh to secretly want a war, it's already real and already priced into gold and energy. The motive is a side quest, the Hormuz supply shock does the work.

[Brayden Foster @KirkFrance23948]

@AustralRes_En 4 million tonnes

That's the copper AI, data centers and defense could add, per third-party estimates in NRED's coverage. Token prices deflate. The metal doesn't, every MW of buildout needs real tonnes for busbars, transformers and grid.

[Brayden Foster @KirkFrance23948]

@1MarkMoss 2%.

Keeping 2% while calling demand hot means the dovish repricing was the fake-out, not the Fed. That's higher-for-longer at 3.50%-3.75%, plain demand management.

[Brayden Foster @KirkFrance23948]

@WOLF_Bitcoin_ 415 TWh.

Data centers burned that in 2024, 1.5% of global energy, and the IEA sees 945 TWh by 2030. Compute isn't the scarce commodity — the ELECTRONS are, and power is where the buildout actually bites.

[Brayden Foster @KirkFrance23948]

Software value doesn't vanish, it rotates. Anybody can spin up a SaaS for zero cost, but nobody can spin up a datacenter, the copper to feed it, or the power to run it. The cheaper code gets, the more the market pays for the physical layer underneath. That's where the value lands.

[Brayden Foster @KirkFrance23948]

@LynAldenContact 2019

Repo blew a hole in the unfiltered-signals ideal. When Treasury plumbing cracks, the Fed is lender of last resort, not a clean transmitter. Bessent's bigger buyback caps on long coupons are liquidity ops that push yields down, not rate policy.