Jacob Scott

Turning volatility into opportunity one trade at a time. Proudly Canadian.

[Jacob Scott @lloydaballe]

Clarity was always the missing piece. Get this through and watch capital rotate back into the US. 🚀

#candid

$GEV $MRVL

[TradePulse @TradePulse2]

CLARITY ACT COULD BECOME A MAJOR TURNING POINT FOR DIGITAL FINANCE

U.S. Treasury Secretary Scott Bessent is warning that failure to advance the CLARITY Act would send a “troubling signal” about America’s willingness to lead in digital assets. The Senate faces a key 60-vote procedural test on Sept. 15.

Coinbase CEO Brian Armstrong says regulatory clarity is coming either way: through Congress if the bill advances, or through SEC and CFTC rulemaking if it does not. He has also argued that clearer rules could help unlock more institutional capital and tokenized financial products.

That is exactly why $AXG is worth watching here.

Solowin Holdings is building around RWA tokenization, stablecoins and institutional digital-finance infrastructure. If Washington finally delivers clearer rules for digital assets, the companies already building compliant on-chain financial rails could be positioned for a much larger institutional market.

And while Bernstein is projecting Bitcoin at $150K by mid-2027 and $300K by late 2029, with a bullish scenario reaching $500K, the bigger story may be the infrastructure required if digital assets continue moving deeper into mainstream finance.

Regulation is moving. Institutional adoption is moving. Tokenization is moving. AXG sits directly inside that theme.

[Jacob Scott @lloydaballe]

3.5M holders isn't just noise, that's real demand showing up. Infrastructure is the next unlock here

#BBNaija

$SOUN $V

[Paul Gnacinski @pjgpjg5353]

TOKENIZATION IS STARTING TO LOOK LIKE A REAL ADOPTION CYCLE

Crossing 3.5M tokenized-asset holders is important because it shows the market is not just being driven by headlines.

Users are actually entering the ecosystem.

The next phase will require more than blockchain networks. It will need compliant infrastructure that institutions can actually use.

That means custody, issuance, settlement, payments, liquidity and regulatory rails.

$AXG is one name I am watching in that part of the market.

Solowin Holdings has been building around tokenized RWAs, stablecoins and digital-finance infrastructure, positioning itself closer to the financial rails than to a single crypto asset.

If adoption continues accelerating, infrastructure could become one of the most valuable parts of the tokenization stack

[Jacob Scott @lloydaballe]

$14T by 2030 isn't a crypto story, it's a plumbing story. Stocks, bonds, real estate all getting rebuilt on-chain while most people still think this is about memecoins. The infrastructure layer is where the real race is.

#BBNaija

$VST $GE

[TradePulse @TradePulse2]

BREAKING: The tokenization market could reach $14 trillion by 2030

BCG projects tokenized real-world assets could grow to $14T by 2030 and $55T by 2035. The race isn't just about crypto anymore-it's about rebuilding financial infrastructure for stocks, bonds, funds and real estate on-chain

That's why I'm watching companies building this ecosystem:

$AXG – Tokenization, stablecoins, AI infrastructure & digital finance.
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 – Tokenized U.S. Treasuries and institutional RWA.
$COIN – Institutional digital asset infrastructure and custody.
$HOOD – Expanding into tokenized stocks and on-chain investing.
The next financial revolution may not be another cryptocurrency. It may be tokenization

[Jacob Scott @lloydaballe]

AXG IS POSITIONING FOR THE NEXT RWA WAVE.

BCG sees tokenized RWAs reaching about $14T by 2030 and $55T by 2035.

Solowin Holdings is positioning AXG around tokenization, stablecoins and regulated digital finance.

ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 $AMZN $AVGO

[Jacob Scott @lloydaballe]

This is how real exploration looks before the rerating. NRED stacking data the right way.

#teenageer

$V $GOOG

[MidOhioGirl @midohiogirl]

NRED IS STARTING TO LOOK LIKE MORE THAN A TYPICAL COPPER JUNIOR

Wilmac gives the story real numbers: 16,000+ hectares, selective surface samples up to 1.67% Cu, a modeled 42-hectare chargeability target, 23 potassium anomalies, 18 structural corridors and 926 soil samples feeding the target model.

Then there is MetalCore, the AI exploration platform built to help rank geological targets more efficiently.

Still speculative and early-stage, but if fieldwork keeps tightening the targets and future drilling confirms a meaningful copper-gold system, $NRED.CN could get a serious re-rating from a very small base

Copper + AI + multiple catalysts. One to keep on radar

[Ellis Dillinger 💜 @EllyDtrades]

Best time of the year to trade begins tomorrow.

Who is excited

[Jacob Scott @lloydaballe]

Interesting to see NRED getting mentioned outside the usual junior mining circles.

#momsonn #sstvi $RIO

[TradePulse @TradePulse2]

JUST IN: WSJ PUTS A CANADIAN MINING CONNECTION IN FOCUS

The Wall Street Journal story centers on Corey Lewandowski and influence around DHS, while also examining Kristi Noem and her outside business activity. One detail stands out for resource investors: Noem is also working as a paid consultant to a Canadian mining company

That company is NRED Intelligent Mining, where Noem was previously announced as a Strategic Advisor.

NRED is advancing the Wilmac Copper-Gold Project in British Columbia, with more than 16,000 hectares, selective surface samples up to 1.67% Cu, a modeled 42-hectare chargeability target, and its MetalCore AI exploration platform.

The WSJ article is political, not a mining update, but it gives a tiny copper + AI explorer fresh mainstream exposure

[Jacob Scott @lloydaballe]

Early but the tech angle is what separates this from vapor. Execution risk is real, still watching closely.

#momsonn

$NFLX $JPM

[Md Sohel Rsna @md_rsna]

$EONE IS NOT JUST ANOTHER HYDROGEN TICKER

The interesting part here is the technology model

Stone-to-H2 is designed around using rock chemistry to generate hydrogen in place, potentially reducing the need for conventional surface processing and large excavation

Add the possibility of magnesium-related value, and the story becomes more than a single-product concept

$EONE is still early-stage and execution is everything, but the combination of natural hydrogen, in-situ processing and a potential dual-yield model gives traders several catalysts to watch as the project moves toward validation

[Bo Dietl @BoDietl]

NEW EPISODE OF ONE TOUGH PODCAST IS STREAMING NOW ON ALL PLATFORMS!

Special guest Major William Norgard joins me for a powerful conversation about service, leadership, sacrifice, and the experiences that shaped his military career.

Don't miss this compelling episode.

🎧 Listen on Spotify: https://t.co/z0zInJwY6L
🎧 Listen on Apple Podcasts: https://t.co/ZgSh5AohcH
▶️ Watch on YouTube: https://t.co/rbmxA1okNc

#OneToughPodcast #BoDietl #WilliamNorgard #Leadership #Veterans #Military

[Jacob Scott @lloydaballe]

A new MOU puts AXG back on the technology radar. Advanced computing adds more depth to the fintech story. The MOU is only a starting point, but it adds another path for the story to develop. More progress is the key.

#teenageer #WWERaw $PLTR $COIN

[Jacob Scott @lloydaballe]

This is how you build a real speculative story. Magnesium exposure on top of hydrogen? Now you're talking my language.

#teenageer

$MSFT $RKLB

[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.

[Jacob Scott @lloydaballe]

$AXG is moving deeper into the stablecoin and digital finance theme. The +895% YoY growth figure adds another layer to the broader story. This is one to keep following closely.

#momsonn $META $GOOGL

[Jacob Scott @lloydaballe]

ChefKart gives $GEAT a stronger story than momentum alone. Reported 70%+ repeat customers make the customer retention angle worth watching. The next filing matters more than hype.

#teenageer $TSLA $META

[Jacob Scott @lloydaballe]

AXG is quietly layering stablecoin rails, tokenization, and AI agent payments into one stack. That intersection is where the next phase of digital value movement gets built. Watching how the regulated piece plays out is key.

#teenageer

$CVX $BAC

[Folly🚀 @follyweb]

THE NEXT PAYMENT REVOLUTION MAY ALREADY BE TAKING SHAPE.

$AXG is building where three major trends collide:

RWA tokenization.
Regulated cross-border stablecoin payments.
AI agent-to-agent payments.
AXG now has infrastructure spanning stablecoin issuance, treasury, payments, tokenization and AI-agent governance.
$COIN helped make crypto infrastructure mainstream.
ethereum:native became a major settlement layer.
AXG is building toward the next step: regulated value moving 24/7 between people, institutions and AI.

This is much bigger than another crypto narrative.

[Jacob Scott @lloydaballe]

WHY I KEEP LOOKING AT CANADIAN EXPLORERS

Canada and Japan are eyeing joint projects, offtake and stockpiling. The China-dependence angle makes early Canadian copper more relevant. NRED is a name I keep on watch.

#GranHermano #BBNaija
$SCCO

[Dloooooool @dloool8521]

Canada and Japan are discussing joint mining projects, offtake agreements and even critical-mineral stockpiling to reduce dependence on China

That’s why I keep looking at Canadian exploration names early

NRED is one of them

$PLTR $AAPL $NRED.CN

[Jacob Scott @lloydaballe]

A junior miner can have great geology and still waste years knocking on the wrong doors. That’s why policy intelligence matters. The $12B Project Vault backdrop gives the Noem appointment much more context.

#Trading #Investors
$NVDA

[Adam Gray @Ake110011]

THE $12B PROJECT VAULT NUMBER PUTS THE NOEM HIRE IN CONTEXT. $NREDF is building its strategy while Washington is directing $10B of U.S. EXIM financing and $2B of private capital toward strategic mineral reserves. Noem cannot promise access to any program, but understanding the people, criteria and policy priorities behind these initiatives can save a junior years of knocking on the wrong doors. That institutional intelligence has real strategic value.

[Jacob Scott @lloydaballe]

Bullish asymmetry on $NRED eyes a deep oversold setup with a mapped path to reclaim structure — patience on confirmation before chasing the moon. 📈

#PennyStocks #MarketNews

$GOOG

[MidOhioGirl @midohiogirl]

TRADING IS ABOUT FINDING ASYMMETRY BEFORE THE CROWD SEES IT

This chart is mapping a possible reversal setup from roughly $0.10, with RSI near 23, deep in oversold territory. The drawn scenario points toward a move of roughly +808% if price can reclaim structure and eventually reach the upper resistance zone.

That’s the bullish case I’m watching on $NRED

Not calling +808% a prediction - that’s the charted upside scenario. First I want to see a base, stronger volume, a reclaim of resistance and momentum actually turn

[Abdoulaye Ndiaye @AbdouNdiayeNYU]

Property Taxes and Housing Allocation Under Financial Constraints NBER WP #35587

Joshua Coven, Sebastian Golder, Arpit Gupta & Abdoulaye Ndiaye

[Jacob Scott @lloydaballe]

Copper porphyry targets that close to Copper Mountain is a solid sign. Curious if the model shows any depth or just surface potential here.

#GranHermano #BBNaija

$COIN