p a u l l

TN-born ⚜️ LA-raised 🇺🇸 🏳️‍🌈
Disclaimer: I’m just a smart MF’r with higher than average IQ

[p a u l l @PaulTheRiot]

ABAXX: A PUBLIC-MARKET THESIS THREAD
TSX: $ABXX.TO OTCQX: $ABXXF

• Regulated commodity exchange and clearinghouse infrastructure in Singapore, paired with proprietary identity, digital-title and market-workflow technology.

• 18 futures contracts launched across seven markets by the exchange's second anniversary; activity accelerated sharply in 2026.

• The central question is no longer whether infrastructure exists. The key question is whether growing activity converts into durable, incentive-adjusted revenue.

• ID++, Private Digital Title, MarketOS and Agents+ + broaden the thesis beyond exchange transaction fees.

• MineHub provides one of the most concrete third-party commercialization paths for Abaxx technology.

#Markets #Investing #Long #ABXX #SmarterMarkets

[p a u l l @PaulTheRiot]

@endurancetest $ABXX 100% friend

[CBS News @CBSNews]

Nashville International Airport will be renamed after the late Dolly Parton after its board unanimously voted to change the name. https://t.co/KD4vSkK3KB

[Jean le Bon @leboenojeannot]

I published yesterday on my Substack a complete analysis of Abaxx Technologies $ABXX, including a valuation of both businesses (the exchange and the tech) across various growth scenarios.

Strong hands need deep understanding, even more so when you are dealing with next-gen software in an industry as opaque as commodity marketplaces. I've written my investment thesis on Abaxx with all the context and pedagogical explanations you need to grasp the potential and value proposition here.

As Jeff Bezos likes to say: "If you believe you have a 10% chance of making a 100x return on your money, you should take that bet every time."

I believe $ABXX qualifies for this high-risk, high-reward profile.

In the current environment, the world needs the solutions Abaxx has spent years building, because it makes commodity buyers captive to a supply-constrained market and hedgers need better contracts.

The years ahead are therefore an "it's now or never" moment for Abaxx to shine and grow at a striking pace, right when the market remains in "show me" mode.

[Sherlock @thesherlockview]

https://t.co/G4HAVfercg

[GenericNYer @genericnyer]

This is a great listen to anyone in or looking at $IREN

This hasnt been a great price action but not sure you can listen to what @dwarkesh_sp and @SemiAnalysis_ talk about and not be bullish on the payback periods for what $IREN
Builds. Pricing inflation is only going one direction.

Also not sure govt works above 5% so debasement trade is also very relevant

https://t.co/49kcniNHBW

[Kalshi Finance @Kalshi_Finance]

JUST IN: Copper hits a record $14,533 per ton, up 47% over the past year

[p a u l l @PaulTheRiot]

My objective is to be open and share my research with others to give an honest review of a company, it’s tech, it’s backers (namely Mr. Robert Friedland and Mr. Rick Rule), and a cause I believe in.

…And not to mention, I’ve held a stake in the Abaxx continuously since the initial RTO from New Millennium Iron Corp in 2021.

[Z.C. @UWZC]

@PaulTheRiot Thanks for this balance take on the situation - seems like there’s a lotta polarized takes on the feed.

[p a u l l @PaulTheRiot]

Do your own due diligence. This is my investment research and opinion, and is not financial advice.

[p a u l l @PaulTheRiot]

An $ABXX Thread: Who is buying and holding 🧐

One of the many reasons I remain long #ABXX is the quality of the people and institutions willing to put real capital behind the vision of Josh Crumb’s Smarter Markets.

This doesn’t guarantee success — but the ownership picture is definitely worth paying attention to.

$ABXX.TO $ABXX.NE $ABXXF #Insiders #Investing #FinTech #Stocks #Markets #LNG #Commodities #TheRiotReports

[p a u l l @PaulTheRiot]

Why I think they’re interested in Abaxx💰

My view: Abaxx isn’t being valued simply as another software company.

The bet is MUCH larger x 💯

Josh Crumb and all of the Abaxx team is attempting to build regulated, commodity-market infrastructure around:

• Abaxx Exchange
• Abaxx Clearing
• Physically deliverable LNG
• Singapore Gold & Silver
• Lithium Carbonate
• Regional commodity benchmarks
• ID++
• Private Digital Title
• MarketOS
• Agents++
• And eventually broader commodity and collateral infrastructure

Execution risk does remain very real.

Liquidity incentives, exchange profitability, sustainable OI (Open Interest), commercial participation and cash burn still have to be watched closely.

👉 But when a founder owns roughly 10% of his company, continues buying shares himself, other insiders buy beside him, active resource funds establish meaningful positions, and global managers begin appearing on the register… I pay attention.

I’m long ABXX / ABXXF, and I’m continuing to follow the filings — not just FOMO and headlines.

$ABXX.TO $ABXX.NE $ABXXF #Markets #FinTech #LNG #Commodities #Energy #Metals #Investing #Stocks #TheRiotReports

[p a u l l @PaulTheRiot]

I rate today’s release as moderately positive for the quality of Abaxx’s growth.

Gold has been responsible for a disproportionate amount of recent headline volume, so seeing LNG continue growing while the gold program normalizes is important.

LNG is central to the original commercial-hedging thesis behind @abaxx_exchange and likely carries more strategic significance than simply maximizing incentivized contract turnover.

If Abaxx can keep growing LNG, outright participation and OI (Open Interest) while the ratio of liquidity credits to gross fees falls materially, that would be a much stronger fundamental development for my overall Abaxx Thesis.
#Abaxx #Commodities #Markets #Stocks #LNG $ABXX.TO $ABXXF #Long

[p a u l l @PaulTheRiot]

CONFIRMED: Much stronger trading mix — outright trades of August’s volume rose to 15.82%

Abaxx Exchange reported its August 2026 results this morning, and at first glance, that’s obviously not a great headline.

377,949 contracts traded in August, down ~52% from July’s record 785,129. 📉

But after digging into the numbers, I think the quality of the August volume may actually be more important than the decline itself.

This is GENUINELY an important NEW DEVELOPMENT, folks.

Total Abaxx Exchange volume was 377,949 contracts, with ADV (average daily volume) of 18,897 contracts/day. That is down roughly ~52% from July’s record 785,129 contracts, although still above June.

LNG therefore represented roughly 13.2% of all August exchange volume. 📉
While the majority of the drop came from Gold Singapore, which fell ~68%.
#Abaxx #Commodities #stocks #Markets #LNG $ABXXF $ABXX.TO #Long

[Insider Paper @TheInsiderPaper]

WATCH: AI chatbot model GPT-6 Astra has successfully solved all 48 levels of the “I’m Not a Robot”