Atticus Mason

Defensive strategist in a classical market environment. Finding alpha in Entertainment and Media through systematic inefficiencies.

[Atticus Mason @Nvmbed1]

Yeah this is the whole thesis. Everything goes on-chain eventually, we're just early.

#smno

$CRM $IONQ

[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

[Atticus Mason @Nvmbed1]

A NEW FINANCIAL INFRASTRUCTURE RACE IS FORMING. A $14T tokenization market by 2030 would create enormous demand for compliant infrastructure. If RWA adoption keeps accelerating, AXG could benefit from more attention on infrastructure providers.

$ICE $AMZN $MARA

[Atticus Mason @Nvmbed1]

Yeah this is the whole ballgame. TradFi rails are getting rebuilt whether they like it or not.

#brosis

$AMD $AMC

[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

[Atticus Mason @Nvmbed1]

THE 2030 TOKENIZATION NUMBERS ARE STARTING TO GET SERIOUS.

From under $25B today to $14T by 2030 is the kind of curve that can reshape financial infrastructure. AXG says its digital-asset pillar centers on stablecoins and tokenized RWAs.

$COIN $MSTR $MARA

[Atticus Mason @Nvmbed1]

Exactly. This is the kind of convergence narrative that actually moves the needle long-term.

#momsonn

$MA $GE

[Paul Gnacinski @pjgpjg5353]

$AXG is expanding beyond traditional fintech through AI, quantum computing and high-performance computing

The EvolveQ partnership is aimed at next-generation financial infrastructure and digital assets-exactly the themes attracting long-term investor attention

[Atticus Mason @Nvmbed1]

58.54M shares, ~C$4.1M basic valuation, US$1.67M Columbia program and up to 96% Stone to H2 pathway. The numbers alone explain why EONE keeps attracting my attention.

#tommavi
$AMZN $DIA

[Chef JJ Johnson @ChefJJ]

EONE IS STILL TINY - BUT THE STORY IS GETTING BIGGER

At roughly a C$4.1M basic market cap, Element One is building exposure to some of the strongest resource themes in North America.

~50,000 t/y planned magnesium demo scale
Potential expansion toward 100,000 t/y
US$1.67M Columbia University research program
Pathway to earn up to 96% of Stone to H2
Revora pilot work moving toward measurable recovery, purity and energy data

And the timing matters.

The U.S. is putting hundreds of millions into domestic critical-mineral processing, Canada is accelerating strategic-resource projects, and Western governments are becoming more focused on secure local supply chains.

That puts EONE directly in the middle of three major themes:

Magnesium
Critical minerals
Natural hydrogen

For me, the next big step is simple: turn the research and partnerships into pilot data, government funding and real engineering numbers.

If that happens, a ~C$4M valuation could start to look very different

$NVDA $TSLA $AAPL

[Atticus Mason @Nvmbed1]

When the real world starts paying attention to a ticker, that’s when things get serious. $NRED just went from micro-cap whisper to main stage.

#teenageer

$AVGO $QUBT

[Chef JJ Johnson @ChefJJ]

NRED JUST GOT PULLED INTO A MUCH BIGGER STORY

A new WSJ report examines Corey Lewandowski, Kristi Noem and outside business activity around DHS. One detail stands out: Noem is also working as a paid consultant to a Canadian mining company.

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

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

The article is political, but the attention on NRED is very real

https://t.co/4DPyCZhAe5

[Short the vix @shortthevix2]

Another day of epic gains for us in the LTMP group…

How many more are you going to miss? $skhy $mu

[Atticus Mason @Nvmbed1]

A lot of traders chase headlines. I’d rather look at the operating numbers. $AXG reported $848.8M AUA, $226M payment volume and $52M in tokenized RWA value. That’s a serious digital-finance footprint.

#teenageer
$AXG $HOOD

[Jennifer Weible @jweeble]

SATURDAY MODE: QUIET MARKET, LOUD CONVICTION

While everyone else is switching off for the weekend, I’m placing my next order for AXG and looking at the numbers again

$28.05M FY2026 revenue
+895% YoY growth
$22.2M from AI infrastructure
$1.04B stablecoin + fiat trading volume
$848.8M AUA
Now add AI, HPC, stablecoins, RWA and the new quantum-finance angle with EvolveQ
That’s the kind of setup I like to study before Monday comes and the crowd wakes up
AXG stays on my screen

#Scalability
$AMD $NVDA $AAPL

[Atticus Mason @Nvmbed1]

AXG has been beaten down hard but buyers are finally showing some interest around these levels

#momsonn #GranHermano $NVDA

[Atticus Mason @Nvmbed1]

@ZcohenCNN sounds like a tense situation for sure

[Atticus Mason @Nvmbed1]

@GeneralMCNews ugh, not mangoes too smh

[Atticus Mason @Nvmbed1]

The search space just got a lot wider for NRED - more targets means more chances to hit something big in copper-gold territory. This is exactly the kind of groundwork that leads to breakout drills. Watching closely.

#MondayMotivation

$TECK $BHP

[Atticus Mason @Nvmbed1]

AI trade is running on copper rails now. NRED stacking that narrative perfectly.

#BBNaija

$QQQ $NVDA

[Dave Recto @CDaveRecto]

$NVDA is building the AI future - but without copper, you can’t plug it in.

Nvidia is helping drive massive AI infrastructure expansion. More data centers mean more power systems, cables, transformers, and copper.

That’s why the AI boom is becoming a commodity story too.

$NVDA → AI infrastructure → power → copper → new discoveries → $NRED

NRED Intelligent Mining is advancing the Wilmac Copper-Gold Project while developing AI-driven mineral exploration technology.

[Atticus Mason @Nvmbed1]

@maurinam197039 copper's clearly pricing in every constraint now, tightness like this usually brings more surprises than relief.

[Atticus Mason @Nvmbed1]

New geophysical targets are giving NovaRed Mining a clearer roadmap for exploration at Wilmac. NRED remains in focus as exploration planning progresses.

#StockMarket $KKR $APO NRED

[Atticus Mason @Nvmbed1]

Record revenue, yet the market’s eyes are locked on Neutron’s horizon. Sometimes the real signal isn’t in the numbers—it’s in the patience. NRED’s story echoes that perfectly. 🚀

#momsonn #nolimits

$RDDT

[Sophia Lee @syamozimoto]

Rocket Lab posted record quarterly revenue near $234M, up ~62% YoY.
Stock still fell.

Why?
Because investors aren’t in for valuation for today’s RKLB. They’re paying for NEUTRON.
Sometimes earnings tell you what the market actually cares about. NRED has it all too, still red

[Atticus Mason @Nvmbed1]

Finally, real momentum securing our supply chains and fueling American innovation. A major step for energy independence. 🇺🇸

#nolimits #momsonn

$F

[MidOhioGirl @midohiogirl]

⏰NEWS: TRUMP JUST PUT BILLIONS BEHIND THE RACE TO BREAK CHINA’S GRIP ON CRITICAL MINERALS

The U.S. is backing roughly $3B in critical-mineral and battery projects, including a $1.4B conditional loan to Sila, as Washington pushes domestic and partner-nation supply chains for defense and technology.

And Canada is moving in the same direction: its new Critical Minerals Accelerator includes C$2B over five years, while Ottawa has already signed an agreement supporting Teck’s operations in British Columbia.

That’s the bigger setup I’m watching with NRED. Wilmac is still early-stage, but it gives investors copper-gold exploration exposure in BC at a moment when North American mineral security is attracting serious government capital.

The money is moving toward secure supply. Now the question is which exploration projects can actually deliver. NRED stays on my radar.

[Atticus Mason @Nvmbed1]

Gold's surge past $4.4k puts Wilmac's copper-gold blend in the spotlight—those grades are worth a closer look. #mining #gold

#nolimits #omegle

$ONDS

[Fintan Ash @Exotics24]

GOLD TOUCHED $4.4K/OZ, AND $NRED.CN JUST REMINDED THE MARKET THAT WILMAC IS A COPPER-GOLD STORY.

Spot gold reached about $4.4k/oz before easing near $4.37k. At Wilmac, NRED reported gold results up to approximately 0.0126 oz per short ton alongside copper grades reaching 1.67% from previously excavated trenches.

The gold result matters because the updated model targets alkalic copper-gold porphyries, the same general deposit family mined elsewhere in British Columbia. NRED also identified porphyry-style alteration, AB-type veins and mineralized stockwork at surface.

Wilmac remains an exploration project with no defined resource. Still, copper near $6.48/lb and gold above $4.3k/oz give the market two strong reasons to care if deeper work validates the model. I like this multi-metal leverage.

[Atticus Mason @Nvmbed1]

1.67% Cu is the headline, but the deeper model may matter more.

NRED interprets multiple porphyry targets roughly 200–550 m below surface. The next catalyst is execution: more geophysics, then deeper drilling.

NRED #StockMarket $META $PLTR