$NRED is waking up
Price is up +10.95% while the Wilmac copper story keeps building with surface copper results, multiple targets and an active BC field program.
Momentum + copper + catalysts. Worth watching.
WHY I KEEP WATCHING SOLOWIN HOLDINGS
$1.04B stablecoin + fiat trading volume.
+395% YoY.
Those numbers initially caught my attention, but there’s a bigger reason AXG remains on my radar.
SOLOWIN is positioning around the convergence of traditional finance and blockchain: stablecoins for digital money infrastructure, RWA platforms for tokenized assets and institutional infrastructure connecting the two worlds.
This is exactly why tokenization matters.
If more stocks, funds, credit and other real-world assets eventually move onto blockchain rails, somebody has to provide the infrastructure behind that transition.
SOLOWIN is trying to be one of those companies.
$AXG $COIN $HOOD
$848.8M AUA, $226M payment volume, and now 100+ MW of AI capacity by 2028? The stablecoin growth is just the headline — the real story is how many lanes they're running in at once.
#candid
$COST $AAPL
SOLOWIN IS BUILDING ACROSS MULTIPLE MASSIVE MARKETS
One number that stands out: $1.04 BILLION in stablecoin + fiat trading volume reported for FY2026, representing 395% YoY growth.
But $AXG goes beyond trading volume. Solowin reported $848.8M in assets under administration and $226M in AX ONE payment volume, while FERION completed 10 RWA tokenization projects totaling about $52M.
Now Solowin is also targeting 100+ MW of operational AI/HPC capacity by 2028, within a 1 GW+ potential development pipeline.
Digital assets + RWA + payments + AI infrastructure. The next thing to watch is execution.
100+ MW by 2028 is the near-term proof point; the 1 GW pipeline is where the real re-rating lives. Execution on power and tenants separates story from infrastructure.
#smno
$NFLX $CRCL
AXG DIGITAL IS ONE TO WATCH
U.S. expansion
100+ MW AI/HPC target
1 GW+ development pipeline
The numbers are ambitious. The next thing investors need to watch is how quickly AXG can turn that pipeline into operating infrastructure
$NVDA $CRWV
This is the kind of scaling that separates real plays from narratives. 100MW by 2028 is no joke.
#candid
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 $AAVE
+895% revenue growth in one year is rare air. AI infra + stablecoins + tokenized assets is a loaded roadmap — now the market wants proof, not press releases. 👀
#brosis
$META $APLD
Tokenized real-world assets could grow into a multi-trillion-dollar market this decade.
That is why I keep AXG tied to the tokenization infrastructure theme. Now it comes down to execution.
$MSTR $CLSK $HOOD