# ![@_riskFULL Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1434973852610727940.png) @_riskFULL riskFULL ☣️ (session lows)

riskFULL ☣️ (session lows) posts on X about $abxx, if you, inflation, investment the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1434973852610727940/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1434973852610727940/c:line/m:interactions.svg)

- [--] Week [-----] +63%
- [--] Month [------] +5.40%
- [--] Months [------] +129%
- [--] Year [------] -8%

### Mentions: [--] [#](/creator/twitter::1434973852610727940/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1434973852610727940/c:line/m:posts_active.svg)

- [--] Month [--] -44%
- [--] Months [---] +73%
- [--] Year [---] +8.20%

### Followers: [------] [#](/creator/twitter::1434973852610727940/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1434973852610727940/c:line/m:followers.svg)

- [--] Week [---] +2.90%
- [--] Month [---] +6%
- [--] Months [---] +26%
- [--] Year [---] +50%

### CreatorRank: [---------] [#](/creator/twitter::1434973852610727940/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1434973852610727940/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities) 

**Social topic influence**
[$abxx](/topic/$abxx), [if you](/topic/if-you), [inflation](/topic/inflation), [investment](/topic/investment), [money](/topic/money), [$kewl](/topic/$kewl), [in the](/topic/in-the), [$lgn](/topic/$lgn), [model](/topic/model), [debt](/topic/debt)

**Top accounts mentioned or mentioned by**
[@joshcrumb](/creator/undefined) [@jamesduade](/creator/undefined) [@abaxxexchange](/creator/undefined) [@carbonledgercap](/creator/undefined) [@abaxxtech](/creator/undefined) [@grninvesting](/creator/undefined) [@acapitallp](/creator/undefined) [@josephtmetcalf](/creator/undefined) [@riskfullfan](/creator/undefined) [@joeraia5](/creator/undefined) [@stooonkman](/creator/undefined) [@pharmdca](/creator/undefined) [@rtsaathoff](/creator/undefined) [@bprivateers69](/creator/undefined) [@baup0stgoat](/creator/undefined) [@adam1braun](/creator/undefined) [@marketplunger1](/creator/undefined) [@lnginvestor](/creator/undefined) [@darkfirecapital](/creator/undefined) [@winfieldsmart](/creator/undefined)

**Top assets mentioned**
[Legence Corp (LGN)](/topic/$lgn) [Decentral Games ICE (ICE)](/topic/$ice) [Bitcoin (BTC)](/topic/bitcoin) [Schlumberger NV (SLB)](/topic/$slb) [CME Group Inc (CME)](/topic/$cme) [Validity (VAL)](/topic/$val) [RenaissanceRe Holdings Ltd. (RNR)](/topic/$rnr) [Opal (OPAL)](/topic/$opal) [CVS Health Corp (CVS)](/topic/cvs) [Metrix Coin (MRX)](/topic/$mrx) [Waste Management, Inc. (WM)](/topic/$wm) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [EQIFi (EQX)](/topic/$eqx) [Alphabet Inc Class A (GOOGL)](/topic/google) [c8ntinuum (CTM)](/topic/$ctm) [Sable Offshore Corp. (SOC)](/topic/$soc) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Cross The Ages (CTA)](/topic/$cta) [Bunge, Ltd. (BG)](/topic/$bg) [FRMO CORP (FRMO)](/topic/$frmo) [BlackCoin (BLK)](/topic/$blk) [Blackstone, Inc. (BX)](/topic/$bx) [BHP Group Limited (BHP)](/topic/$bhp) [Dash (DASH)](/topic/dash) [hi Dollar (HI)](/topic/$hi) [Triple Flag Precious Metals Corp. (TFPM)](/topic/$tfpm) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Franco-Nevada Corporation (FNV)](/topic/$fnv)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@KutmanDenis @JoshCrumb Well this didn't age well 🥸"  
[X Link](https://x.com/_riskFULL/status/1582452447410196480)  2022-10-18T19:23Z [---] followers, [--] engagements


"@Carbonomix So 100% buy and hold"  
[X Link](https://x.com/_riskFULL/status/1629555547405004800)  2023-02-25T18:54Z [---] followers, [--] engagements


"@CJ0pp3l @James_Duade do your thing king"  
[X Link](https://x.com/_riskFULL/status/1654288084022829058)  2023-05-05T00:53Z [---] followers, [---] engagements


"Tried buying [--] acres of a healthy amount of well established black cherry trees and some crew swooped in and paid 65% over the next highest bid. Can't find anything on "Avent Natural Group" except they own 300k acres in the south east and might be ex $wy guys"  
[X Link](https://x.com/_riskFULL/status/1662398388627820545)  2023-05-27T10:00Z [---] followers, [--] engagements


"Has anyone looked at $OPAL fuels and their RNG facilities and associated credit systems I found some interesting conversations from Nextera a few years ago talking about large shareholders pressing them for adding to their energy gen lines in the space and they were looking"  
[X Link](https://x.com/_riskFULL/status/1671466558206402562)  2023-06-21T10:34Z [---] followers, [---] engagements


"Management: we are going to financially engineer a higher sp help drive retail fomo into adding buying pressure then smash the ATM Retail: 🥰 thank you daddy Retail next quarter: why you no execute and dilute 😨 Management: *news release* "But wait there's more" ***Repeat"  
[X Link](https://x.com/_riskFULL/status/1672200644541788160)  2023-06-23T11:11Z [---] followers, [---] engagements


"Big confirmation of the future of value based care expansion opportunities. $CVS is gearing up and in the current context I see what is being overlooked is Enhanced Care Coordination Medicare Advantage Expansion and Retail Clinic Expansions -- 👇"  
[X Link](https://x.com/_riskFULL/status/1673390991204556800)  2023-06-26T18:06Z [---] followers, [---] engagements


"Josh is very much like Elon. Prefers cryptic avenues rather than formal channels of regular communication. Timelines to executables always way off. Most commonly associated with rain man. Gets hate + cheerleading in excess. What are the chances this mfer tweets "funding secured""  
[X Link](https://x.com/_riskFULL/status/1674565402985201664)  2023-06-29T23:57Z [---] followers, [---] engagements


"@LionheartInves1 One of the best indicators I have found looking through historical Twitter data is no one talks about it while co is executing small group of hardcore advocates talks about it for months while no one listens then it starts to gain traction from the Twitter zeitgeist"  
[X Link](https://x.com/_riskFULL/status/1678348511488745472)  2023-07-10T10:22Z [---] followers, [--] engagements


"A real ad on Twitter: Learn how to manage money like a billionaire **Real world steps Have a top tier network of the best alternative asset managers to manage the majority of your money"  
[X Link](https://x.com/_riskFULL/status/1681249999466684422)  2023-07-18T10:35Z [---] followers, [--] engagements


"If $moh gets dragged down with broader market could be a opportunity acquisition target plus lots of growth potential with 20+ state expansion opp from current operations. Fairly bullish on managed care in a healthcare heavy spend regime plus secular inflation narrative"  
[X Link](https://x.com/_riskFULL/status/1681596710156484609)  2023-07-19T09:27Z [---] followers, [--] engagements


"@InvestSpecial $emx Timok dispute potentially clearing this quarter. $abxx could annonce partners uplist contract approval launch amount other things. $ftk balance sheet change margin expansion. $tell financing news equity investment. $opal partner deal further plant announcements"  
[X Link](https://x.com/_riskFULL/status/1684130642223824896)  2023-07-26T09:16Z [---] followers, [----] engagements


"@retireearlyguy @topdevfreelance Nicotine really is a wonder drug my bet is we get better and better intake methods that tailwinded by new research propels further adoption. Long $PM"  
[X Link](https://x.com/_riskFULL/status/1689287710534500353)  2023-08-09T14:49Z [---] followers, [--] engagements


"@alluvialcapital @OtterMarket $reemf is an example of needing to look and heavily search to find hidden opportunities but they are there. Amazing what reading and waiting can do"  
[X Link](https://x.com/_riskFULL/status/1691863015191179426)  2023-08-16T17:22Z [---] followers, [---] engagements


"With @bhp taking notice and a "global market infrastructure" company (not to many of those) investing in @abaxx_exchange the spotlight is coming"  
[X Link](https://x.com/_riskFULL/status/1693946854583541878)  2023-08-22T11:22Z [---] followers, [----] engagements


"With Cordavis $cvs has close to the entire ecosystem between Aetna Signify Oakstreet plus the PBM. Say what you will but that is long term value building"  
[X Link](https://x.com/_riskFULL/status/1694652823663706540)  2023-08-24T10:08Z [---] followers, [---] engagements


"@hayleyinvests $mlpa 1/3 $cowz 1/3 $cvs or $mdt 1/3"  
[X Link](https://x.com/_riskFULL/status/1696081585471099339)  2023-08-28T08:45Z [---] followers, [---] engagements


"@WinfieldSmart Premium Nickle"  
[X Link](https://x.com/_riskFULL/status/1696083427471094070)  2023-08-28T08:52Z [---] followers, [--] engagements


"@WinfieldSmart I would say a first time home buyer should get a tax cut plus a more favorable interest rate with respect to income and tier up with income level. But I believe taxes should be much lower for the lower 50% of earners and much higher for the the top 50%"  
[X Link](https://x.com/_riskFULL/status/1698673117529264598)  2023-09-04T12:23Z [---] followers, [--] engagements


"I find it important to seek out differing opinions. I have a strong distaste for politics however it can not be overlooked many of the LatAm media outlets are skewed to the the left and global media reach should be understood as it affects perceptions"  
[X Link](https://x.com/_riskFULL/status/1699765520721989720)  2023-09-07T12:44Z [---] followers, [--] engagements


"@LawrenceLepard @PrinceySOV [--] yr at 3% with inflation bouncing between 5-10% for a decade your hard assets ripping and your debt gets your lesser fiat. Golden era pun intended"  
[X Link](https://x.com/_riskFULL/status/1700884354753265900)  2023-09-10T14:50Z [---] followers, [--] engagements


"There will be a larger magnitude of silent winners over the next decade. Propelled by tailwinds + strong operations they won't come into mainstream with how much is going to be throw investors way in terms of top of mind events. Xylem ( $XYL ) and micro $CNQ.ASX come to mind"  
[X Link](https://x.com/_riskFULL/status/1702091310272860511)  2023-09-13T22:46Z [---] followers, [---] engagements


"@Kakashi_Capital Long vol will need patience but buying extended time for cheap is helpful. I'm putting it back on"  
[X Link](https://x.com/_riskFULL/status/1702331907814588876)  2023-09-14T14:42Z [---] followers, [--] engagements


"@blindpig1966 @Sorenthek @goldseek @JoshCrumb As a blind pig I can understand you would have a hard time seeing it"  
[X Link](https://x.com/_riskFULL/status/1704529510945722850)  2023-09-20T16:14Z [---] followers, [--] engagements


"@Kakashi_Capital Yeah man this is the first time any of these legacy brands have faced competition and changing marketing styles you didn't know No way these institutions in entrenched areas of food and beverage can get through this"  
[X Link](https://x.com/_riskFULL/status/1704895915046166568)  2023-09-21T16:30Z [---] followers, [--] engagements


"@AutismCapital @Dexerto You get the ending or you get equity returns the choice is yours"  
[X Link](https://x.com/_riskFULL/status/1705384274890018898)  2023-09-23T00:51Z [---] followers, [--] engagements


"I am an annuity trader and business is booming. Marketing myself has never been easier and clients love the dynamic ways I provide value by constantly buying and selling their pre packaged variable income streams. If you or someone you know is interested in annuities"  
[X Link](https://x.com/_riskFULL/status/1707692338624049441)  2023-09-29T09:42Z [---] followers, [--] engagements


"We know you can launch an index but can you launch a global listing platform @CBOE"  
[X Link](https://x.com/_riskFULL/status/1707742553557090761)  2023-09-29T13:02Z [---] followers, [---] engagements


"@Creatorfirst81 @MPelletierCIO These are strange times. Yields can do some very funny things the money supply can do some very funny things. Volatility and precious metals are the best security in times of metastable equilibrium. Geopolitics and populism now the driving forces no one can exactly calculate it"  
[X Link](https://x.com/_riskFULL/status/1709135140587225112)  2023-10-03T09:15Z [---] followers, [--] engagements


"Small position in a illiquid name - up 18% since starting the position: these price fluctuations don't highlight value in illiquid markets Larger position in a illiquid name - down 15% since starting the position:"  
[X Link](https://x.com/_riskFULL/status/1709155517572989030)  2023-10-03T10:36Z [---] followers, [--] engagements


"Ah the good ole strategy of focusing on building what's not viable first. A framework all good businesses have used"  
[X Link](https://x.com/_riskFULL/status/1709237878629228704)  2023-10-03T16:04Z [---] followers, [--] engagements


"@VOL_Vulture Depends on if you want to trade it or just DCA lt. Ledger or cold card are good cold storage options"  
[X Link](https://x.com/_riskFULL/status/1710010008182677721)  2023-10-05T19:12Z [---] followers, [--] engagements


"@CarbonLedgerCap @James_Duade Put $opal on your radar too"  
[X Link](https://x.com/_riskFULL/status/1711039068677525684)  2023-10-08T15:21Z [---] followers, [---] engagements


"Pro tip: if you focus on constructing a resilient portfolio one that is able to handle both short-term shocks and long-term trends you can produce strong risk-adjusted returns across cycles and not need to drastically change your book at every new macro event"  
[X Link](https://x.com/_riskFULL/status/1711316110698504629)  2023-10-09T09:42Z [---] followers, [---] engagements


"@alluvialcapital If only you had a supplemental system that could help take advantage of the micro and small cap market liquidity in the short term"  
[X Link](https://x.com/_riskFULL/status/1712211473475256583)  2023-10-11T21:00Z [---] followers, [---] engagements


""TCN can unlock capital and utilize it as collateral in ongoing transactions. It allows clients to access intraday liquidity via secured repo transactions using tokenized collateral reducing the need for expensive unsecured credit lines." JPM just served dinner @abaxx_tech"  
[X Link](https://x.com/_riskFULL/status/1712387088279048457)  2023-10-12T08:37Z [---] followers, [---] engagements


"@Baup0stGOAT With the landscape within structured products vix will no longer be the right proxy for a broad definition of 🤮. You will need to look at the sector vol individually as derivatives at the index level many magnitudes higher keeping the traditional vix read in more of a range"  
[X Link](https://x.com/_riskFULL/status/1712511410545078435)  2023-10-12T16:51Z [---] followers, [--] engagements


"If you are interested in #LNG starting at minute [--] great summary of the US export capacity soon to come online and what it means for nat gas and LNG as well as macro forces at work acting as a tailwind https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8xNGEyMDFjMC9wb2RjYXN0L3Jzcw/episode/MjhlYzkyMTctZTE5NS00YzFjLTgzZDEtYzMzNjNmMmU5OTk5ep=14 https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8xNGEyMDFjMC9wb2RjYXN0L3Jzcw/episode/MjhlYzkyMTctZTE5NS00YzFjLTgzZDEtYzMzNjNmMmU5OTk5ep=14"  
[X Link](https://x.com/_riskFULL/status/1712517696200315099)  2023-10-12T17:16Z [---] followers, [---] engagements


"@abaxx_tech @JoshCrumb @KritiGuptaNews @BloombergTV @business @markets @abaxx_exchange We've seen a strong drop in any mentions about the LNG contracts strong talk about metals with the LME week highlighting bearish sentiment in metals should we expect the narrative to shift more to the tech now We started to see the shift in some of JCs comms recently"  
[X Link](https://x.com/_riskFULL/status/1712758680804884714)  2023-10-13T09:14Z [---] followers, [---] engagements


"Remember the trick Buffet used to amass profits was constantly trading around his investments. Ring a bell Something to keep in mind when your subscription gives you [---] trade signals a month. Last time I checked not many great investors moved in and out of positions that way"  
[X Link](https://x.com/_riskFULL/status/1714217918307749985)  2023-10-17T09:52Z [---] followers, [--] engagements


"Fundamentals and market dynamics can be learned mental dexterity and awareness are 🗝"  
[X Link](https://x.com/_riskFULL/status/1714349879219106127)  2023-10-17T18:37Z [---] followers, [---] engagements


"Tracking all those economic data points and still no outperformance 🤡🤡🤡🤡"  
[X Link](https://x.com/_riskFULL/status/1714937134858072128)  2023-10-19T09:30Z [---] followers, [--] engagements


""On Tuesday the U.S. State Dept held a webinar on encouraging interest in the redevelopment of Premium Nickel Resources Ltd.s nickel copper and cobalt assets in Botswana calling them . some of the largest deposits of their kind on the continent"  
[X Link](https://x.com/_riskFULL/status/1715438432841826757)  2023-10-20T18:42Z [---] followers, [--] engagements


"@JoshCrumb @Buyslowsellfast Looks like you have some buying to do to get back to your previous ownership percentage"  
[X Link](https://x.com/_riskFULL/status/1716418661781561457)  2023-10-23T11:37Z [---] followers, [---] engagements


"This was an absolute masterclass with real time tested veterans great insights and approaches to high level risk management. Love the views on duration expectations involving equity risk. It really is a beautiful game that's always changing"  
[X Link](https://x.com/_riskFULL/status/1718390655079051299)  2023-10-28T22:13Z [---] followers, [---] engagements


"Kim Kardashian starting a private equity shop was the top it was clear but no one wanted to see the truth"  
[X Link](https://x.com/_riskFULL/status/1718939457334726790)  2023-10-30T10:34Z [---] followers, [---] engagements


"@Adam1Braun Lots of good ways to capture nat gas volume entering global markets Topaz and PHX are nicely positioned royalty plays. Baker Hughes is another for trains at upcoming liquidation facilities less reliant on product structure"  
[X Link](https://x.com/_riskFULL/status/1719499940601171972)  2023-10-31T23:41Z [---] followers, [---] engagements


"@Mark_IKN @ClassicValueInv I provide coverage to underserved and overlooked parts of the equity market. The coverage:"  
[X Link](https://x.com/_riskFULL/status/1719816672100446414)  2023-11-01T20:40Z [---] followers, [---] engagements


"You don't need to know fundamentals you don't need understand the balance sheet you don't need to know value. You just need to know what the the fate weavers are most incentivized to do for the bonus to hit they need to bid Qs"  
[X Link](https://x.com/_riskFULL/status/1723029030838944124)  2023-11-10T17:25Z [---] followers, [--] engagements


"Not a bad value prop plays well with increasing weather events if you believe in decreasing sunspot activity and it's effects on thermoregulation within the different hemispheres. Also nice balance sheet but who cares about those things"  
[X Link](https://x.com/_riskFULL/status/1729461156018892998)  2023-11-28T11:24Z [---] followers, [---] engagements


"There is being wrong and losing alot of money then there is being wrong by understanding the probability you were betting on is less likely than you originally thought and you change things. Be wrong the second way"  
[X Link](https://x.com/_riskFULL/status/1730190901752832129)  2023-11-30T11:43Z [---] followers, [---] engagements


"What a great set of slides $lgn"  
[X Link](https://x.com/_riskFULL/status/1731990425060114538)  2023-12-05T10:54Z [---] followers, [---] engagements


"@JoshCrumb @KutmanDenis @chigrl Sounds like mirroring Open Mineral for the region or likely using Abaxx clearinghouse and not seeking to be the full stack. Interesting"  
[X Link](https://x.com/_riskFULL/status/1732378779996086662)  2023-12-06T12:37Z [---] followers, [---] engagements


"Few in the arena of $ICE and $CME now with RMO and ACH Ive been following @abaxx_exchange because they plan to launch an #LNG futures contracts in Singapore & have been a host & guest on their @Smarter_Markets Podcast. But they are doing a lot more than that in commodity markets👀 Congrats to the team @JoshCrumb @JoeRaia5 Ive been following @abaxx_exchange because they plan to launch an #LNG futures contracts in Singapore & have been a host & guest on their @Smarter_Markets Podcast. But they are doing a lot more than that in commodity markets👀 Congrats to the team @JoshCrumb @JoeRaia5"  
[X Link](https://x.com/_riskFULL/status/1732905693525529076)  2023-12-07T23:31Z [---] followers, [---] engagements


"Would love a cool off in price on $mdalf sink that in the 23' regret pile"  
[X Link](https://x.com/_riskFULL/status/1733072030101049626)  2023-12-08T10:32Z [---] followers, [---] engagements


"@Baup0stGOAT I've never had success tempting the market gods. Joe shmo is about to run it up 60% now"  
[X Link](https://x.com/_riskFULL/status/1733097931853406475)  2023-12-08T12:15Z [---] followers, [--] engagements


"@CarbonLedgerCap @iancassel $blk is a fee gen monster very aligned with $ICE business model and likely sees similar exposure and opportunity for return of capital pathways"  
[X Link](https://x.com/_riskFULL/status/1733110008349667739)  2023-12-08T13:03Z [---] followers, [---] engagements


"@VOL_Vulture $adm likely to outperform Tyson more avenues for rev increases as well $vsat likely to outperform docu. Would not touch consumer direct brands like chewy right now"  
[X Link](https://x.com/_riskFULL/status/1733438875035435180)  2023-12-09T10:50Z [---] followers, [---] engagements


"Imagine $eqx breaking into top [--] with the new mine coming online and global portfolios increasing/adding in more gold exposure as 60/40 risk profile deteriorates. Bonus: energy prices staying mild will help boost next [--] Qs Gold Producers by Revenue (Q3 2023) https://t.co/Fx8AUs6nGj Gold Producers by Revenue (Q3 2023) https://t.co/Fx8AUs6nGj"  
[X Link](https://x.com/_riskFULL/status/1734270137593729367)  2023-12-11T17:53Z [---] followers, [---] engagements


"@Mark_IKN I don't know about $sand directly but as far as the space is concerned I see the next few years a lot of emphasis from allocators is put on the roy cos. The business model is easier to pitch for a investors pov. I see a lot of 13F action into 2H24 - 2H25"  
[X Link](https://x.com/_riskFULL/status/1734271774173331939)  2023-12-11T17:59Z [---] followers, [---] engagements


"@CarbonLedgerCap No cocktail right now but can give you the newest jazz pharmaceuticals sponsor"  
[X Link](https://x.com/_riskFULL/status/1739408516731764876)  2023-12-25T22:11Z [---] followers, [---] engagements


"@rev_cap @James_Duade anything new that might fit anyone with an interest in $CME"  
[X Link](https://x.com/_riskFULL/status/1743426468196016174)  2024-01-06T00:17Z [---] followers, [---] engagements


"@LynAldenContact @dotkrueger The ecosystem growing is more impactful than ETF flows. Building utility exponentially increases the network versus trading vehicle options"  
[X Link](https://x.com/_riskFULL/status/1744434135622435143)  2024-01-08T19:01Z [---] followers, [---] engagements


"Rates holding up PE guys acting like the feeding frenzy is still alive and well the Blackstone video pulled me to put on my only short in $bx One thing I noticed in the mid-00s was that there were a lot of dummies working in hedge funds. Not just unexceptional people I'm talking about actual dummies. In retrospect that was the tell. Is the PE world filling up with dummies Or is it still masters of the universe One thing I noticed in the mid-00s was that there were a lot of dummies working in hedge funds. Not just unexceptional people I'm talking about actual dummies. In retrospect that was"  
[X Link](https://x.com/anyuser/status/1745064387327537559)  2024-01-10T12:45Z [--] followers, [---] engagements


"Isn't there an ETF for most currencies. The approval of multiple U.S. listed spot #BitcoinETFs may happen tomorrow. Since #Bitcoin failed as a digital currency its only success has been as a means of speculation. The hope is that these ETFs will open a door that will allow a new group of gamblers to enter the casino. The approval of multiple U.S. listed spot #BitcoinETFs may happen tomorrow. Since #Bitcoin failed as a digital currency its only success has been as a means of speculation. The hope is that these ETFs will open a door that will allow a new group of gamblers to enter the casino"  
[X Link](https://x.com/_riskFULL/status/1745146245687996607)  2024-01-10T18:11Z [---] followers, [---] engagements


"Ray did @BobEUnlimited dirty like a floor mat. Interesting read Copelands book was. Kudos for him sticking to it"  
[X Link](https://x.com/anyuser/status/1746109366053285992)  2024-01-13T09:58Z [--] followers, [---] engagements


"It took be a bit to fully grasp this but the difference between the equity tailwind and sector is important. @EM203_TLunz Is Baytex much different than in the past Below is a slide from [----] -- same story as today. Improving costs paying down debt trade at a discount levered to oil prices. Nothing has changed man. Pushing deals out the door to grow and flogging capital markets with how cheap https://t.co/CHP4S5ST2f @EM203_TLunz Is Baytex much different than in the past Below is a slide from [----] -- same story as today. Improving costs paying down debt trade at a discount levered to oil"  
[X Link](https://x.com/_riskFULL/status/1746247045256507897)  2024-01-13T19:05Z [---] followers, [---] engagements


"@James_Duade @greentardscycle @grn_investing What's interesting about gold and hard to currently quantify but intriguing with what we know about currently relationships with KSA apparently they are also providing Shanghai weights from their main smelter activities which we know is a hot bed of potentially settled trades"  
[X Link](https://x.com/_riskFULL/status/1746900193822343675)  2024-01-15T14:20Z [---] followers, [--] engagements


"There is a lot of complacency out there for so many risks sitting in every corner of capital markets political volatility geopolitical instability inflation expectations ect. I don't think I have ever seen so much opportunity"  
[X Link](https://x.com/_riskFULL/status/1749486781106467139)  2024-01-22T17:38Z [---] followers, [---] engagements


"@Enomonyous @UDiamondBalls @wmthomson22"  
[X Link](https://x.com/_riskFULL/status/1751311237688807545)  2024-01-27T18:28Z [---] followers, [--] engagements


"@grn_investing There is good investment strategy content (20% of content) and engagement farming (80% of content). The 20% is almost always more abstract but will drive better returns for more people even though the % of people seeking that advice is far fewer than those pulled into the 80%"  
[X Link](https://x.com/_riskFULL/status/1751340879455855032)  2024-01-27T20:26Z [---] followers, [--] engagements


"@Enomonyous @UDiamondBalls @wmthomson22 Eqx and btg could be interesting. Worth looking at picks and shovels play of Clean Teq Water creating new water filtration systems tailings recovery systems and DLT tech with lithium bank getting rolled out. Robert F if Ivanhoe owns 10%+ of company"  
[X Link](https://x.com/_riskFULL/status/1751650156011737125)  2024-01-28T16:55Z [---] followers, [--] engagements


"@QuantVol Is this that Travis kelce guy in highschool"  
[X Link](https://x.com/_riskFULL/status/1752266278767653030)  2024-01-30T09:43Z [---] followers, [--] engagements


"Wow look at all that garbage which legendary investor talked about buying into quality businesses not stocks Wasn't it like almost all of them. Glad to see Bloomberg subs trying to get idea gen from the creatures of the Twitter sphere. You are being watched. Bloomberg created a scanner that scrapes data from Twitter to find stocks with the highest 'social velocity' Basically firms can find tickers that are generating 'hype' before they become mainstream The catch It costs $27K/year to access data like https://t.co/5PGCsVuvKv You are being watched. Bloomberg created a scanner that scrapes data"  
[X Link](https://x.com/_riskFULL/status/1752680323408674974)  2024-01-31T13:08Z [---] followers, [---] engagements


"I love alternative metrics. For those who like to track them compile a list of seeking alpha articles quarter over quarter that have phrases inside like "loading up" "all in" "backing up the truck" ECT and rank the companies by market cap. Very interesting trends"  
[X Link](https://x.com/_riskFULL/status/1752746566169895373)  2024-01-31T17:32Z [---] followers, [--] engagements


"@contrarian8888 Hedging JD with the Qs just doesn't seem like the best option"  
[X Link](https://x.com/_riskFULL/status/1752763291598828017)  2024-01-31T18:38Z [---] followers, [---] engagements


"Does $bx go under $100 in the next few months Hear me out.a soft landing where some banks and real estate private equity firms go under along with about [--] million job losses https://t.co/7eowMRco31 Hear me out.a soft landing where some banks and real estate private equity firms go under along with about [--] million job losses https://t.co/7eowMRco31"  
[X Link](https://x.com/_riskFULL/status/1753116601703100553)  2024-02-01T18:02Z [---] followers, [---] engagements


""We believe a new monetary system will emerge in which countries can trade bilaterally in currencies other than the US dollar settling their current account imbalances using gold." Would be interesting if $abxx is building for that potential 🤔"  
[X Link](https://x.com/_riskFULL/status/1753810617125728670)  2024-02-03T16:00Z [---] followers, [---] engagements


"@NewcomerInvest Early stage inflection investing probably isn't for you"  
[X Link](https://x.com/_riskFULL/status/1754847610236547534)  2024-02-06T12:40Z [---] followers, [---] engagements


"@VOL_Vulture I think gov stimulus feeds into generic drugs alot more over the next [--] years. CVS exposure is very interesting especially since they spun up their in house biologics division. $vtrs is also on my radar with the new buy back plan"  
[X Link](https://x.com/_riskFULL/status/1755534640150908942)  2024-02-08T10:10Z [---] followers, [--] engagements


"Reading fund letters for 2023: Them: we are okay underperforming while we stick to our strategy of seeking our value Me *checking returns since inception: you underperformed before mag [--] took your shine. The value in your strategy is tracking underperformance congrats"  
[X Link](https://x.com/_riskFULL/status/1756325942505435172)  2024-02-10T14:35Z [---] followers, [--] engagements


"@RJRCapital When does $bx break asking for a friend"  
[X Link](https://x.com/_riskFULL/status/1757878559849202121)  2024-02-14T21:24Z [---] followers, [---] engagements


"Collectively the people who have made the most money in the markets were long well run companies for long periods of time while they continued to compound staying long through drawdowns and the volatility of growing pains. They didn't swap 5% positions every quarter"  
[X Link](https://x.com/_riskFULL/status/1762445388911370713)  2024-02-27T11:51Z [---] followers, [---] engagements


"@dailydirtnap @criticCitizen $bx"  
[X Link](https://x.com/_riskFULL/status/1765047130048377081)  2024-03-05T16:10Z [---] followers, [--] engagements


"@ideahive @James_Duade Same crew that built clearport- acquired by a major exchange asked by $BHP to build a Nickle Sulphate contract loud proponents in mining are fans and backers- Robert Friedland of Ivanhoe Mines probably the cleanest highest margin way to play LNG as a theme"  
[X Link](https://x.com/_riskFULL/status/1765792581110169676)  2024-03-07T17:32Z [---] followers, [---] engagements


"Waiting for perfect near-term clarity on a situation can be costly & negate any chance at outsized alpha. Where you have big winners is not when you prioritize near-term clarity. To much focus on the next three months instead of focusing on the cash flow dynamics in three years. Most investors are focused on next quarter. You make the most money by having a 1-3 year variant view on a business and willing to buy/hold dead money for a few quarters while others wait to pay 100% higher after the business turns up. Most investors are focused on next quarter. You make the most money by having a 1-3"  
[X Link](https://x.com/_riskFULL/status/1766404540759212503)  2024-03-09T10:03Z [---] followers, [---] engagements


"@HotDogCap Is this a Segway to a chipotle short"  
[X Link](https://x.com/_riskFULL/status/1766647546091368523)  2024-03-10T02:09Z [---] followers, [--] engagements


"@DeepSailCapital @James_Duade"  
[X Link](https://x.com/_riskFULL/status/1769447425855348747)  2024-03-17T19:35Z [---] followers, [---] engagements


"@CorneliaLake This should be part of a ebook. 'A tale of two $PGY's'. Start with business/background the first write up history of thesis updates and company communications+balance sheet changes. It really is a well detailed history of identifying a great opp that failed to manifest"  
[X Link](https://x.com/_riskFULL/status/1769657294873137582)  2024-03-18T09:29Z [---] followers, [----] engagements


"At 1800-1900 I was buying slugs of calls on gold upside was severely mispriced. @jam_croissant was pounding the table on this too. I took it off $100 to early. It's also fun when people do the "but muh miners are not participating with golds rally" 🙃"  
[X Link](https://x.com/_riskFULL/status/1777267962543575258)  2024-04-08T09:31Z [---] followers, [----] engagements


"@ira_joseph Then he does carbon offset coal futures"  
[X Link](https://x.com/_riskFULL/status/1781610737263063330)  2024-04-20T09:07Z [---] followers, [--] engagements


"Inflation Yield portfolio: MLPs emerging market value precious metals royalty leaders. Yield: 6% YTD return: 7% Everything is good you don't have to lever it up"  
[X Link](https://x.com/_riskFULL/status/1782804467101868312)  2024-04-23T16:11Z [---] followers, [--] engagements


"If gold can retrace below [----] even if only briefly I can see $eqx getting god smacked after this deal. I would be very interested in anything below 4.50"  
[X Link](https://x.com/_riskFULL/status/1783089226164178970)  2024-04-24T11:02Z [---] followers, [---] engagements


"@Betta_call_saul I like 14-17 range alot next few Qs feel like it could set the tone for what to expect from the balance sheet as operations come more inline. How do you see operations right now"  
[X Link](https://x.com/_riskFULL/status/1783241667614515355)  2024-04-24T21:08Z [---] followers, [--] engagements


"@James_Duade @adage @abaxx_tech @awscloud I would be okay with monetizing that and letting AWS run with it l"  
[X Link](https://x.com/_riskFULL/status/1785602816641265750)  2024-05-01T09:31Z [---] followers, [---] engagements


"I see a valid point here however for the groups that A) are interested and B)can invest on neo are probably very hesitant even if the US uplist came into view soon. It has to be tough having committed capital or wanting to commit and playing next Quarter musical chairs. 🧮🎶🥸 @JoshCrumb In theory w/a regulated exchange & clearinghouse I assume Abaxx could launch a similar product (I dont expect that just illustrating a point) or any product that makes sense Hopefully w/a US uplist and more exposure to US investment analysts Abaxx will get a deserved rerate @JoshCrumb In theory w/a regulated"  
[X Link](https://x.com/_riskFULL/status/1785642398862725507)  2024-05-01T12:08Z [---] followers, [---] engagements


"@hkuppy @CorneliaLake If you are investing with the anticipation of the years to come being a tailwind for this business why are you complaining about pods doing pod things on one quarter especially when you already helped get it rip above your avg cost"  
[X Link](https://x.com/_riskFULL/status/1786678977974735188)  2024-05-04T08:47Z [---] followers, [----] engagements


"@LukeWolgram I haven't seen many hot topic stocks or used to be hot topic stocks make amazing returns. Riches in the niches"  
[X Link](https://x.com/_riskFULL/status/1787078485606871232)  2024-05-05T11:14Z [---] followers, [---] engagements


"@Adam1Braun If they can compete with Indonesia that would be pretty eye opening. Looking good into YE"  
[X Link](https://x.com/_riskFULL/status/1788139692191338870)  2024-05-08T09:31Z [---] followers, [---] engagements


"@marketplunger1 I thought $CME and $ICE were great businesses"  
[X Link](https://x.com/_riskFULL/status/1788619656783163716)  2024-05-09T17:18Z [---] followers, [---] engagements


"@grn_investing @TheRoaringKitty No I think it was because they might be opening up a carbon credit futures exchange and people are getting in"  
[X Link](https://x.com/_riskFULL/status/1790182940397490230)  2024-05-14T00:50Z [---] followers, [--] engagements


"$lgn is one of the few names I feel I can steadily keep buying in the core book. The list was much bigger a few months ago. The data coming out of Canadian E&Ps has been pretty solid"  
[X Link](https://x.com/_riskFULL/status/1790757121400692886)  2024-05-15T14:52Z [---] followers, [---] engagements


"@JoshCrumb collateral innovation with smarter markets I agree with Steve on this one. Physical #Gold will be the Tier-1 global reserve asset thats on par with (if not larger than) the U.S. Treasuries market. What does that mean The price of physical #Gold will have to increase significantly (almost 10X to $20000 USD) so that the I agree with Steve on this one. Physical #Gold will be the Tier-1 global reserve asset thats on par with (if not larger than) the U.S. Treasuries market. What does that mean The price of physical #Gold will have to increase significantly (almost 10X to $20000 USD) so"  
[X Link](https://x.com/_riskFULL/status/1791781168485978473)  2024-05-18T10:41Z [---] followers, [---] engagements


"A short story: Retail: "JC what's going on with the exchange" @JoshCrumb basically: "I don't think you really understand this investment""  
[X Link](https://x.com/_riskFULL/status/1791842776721617064)  2024-05-18T14:46Z [---] followers, [---] engagements


"💡🧵 Part of the exchange primer which transitions into a more indepth outline of examining the liquidity complex of futures. A quantitative metric to assess looking at what contracts are trading and when to help understand what strategies may be in play. *Depth and Breath*"  
[X Link](https://x.com/_riskFULL/status/1792231085486547180)  2024-05-19T16:29Z [---] followers, [---] engagements


""Is a contract just a contract traded" A decent intro can be looking at historical uses of liquid energy products and their provided utility. Eg. Refinery risk management"  
[X Link](https://x.com/_riskFULL/status/1792231103572422918)  2024-05-19T16:29Z [---] followers, [---] engagements


"Long term quality adoption that one can start to game theory where participants strategies are implemented which lead to a stronger and more dynamic liquidity pool. The Fundamentals of Oil & Gas Hedging - for fun. https://www.mercatusenergy.com/blog/bid/86597/the-fundamentals-of-oil-gas-hedging-futures https://www.mercatusenergy.com/blog/bid/86597/the-fundamentals-of-oil-gas-hedging-futures"  
[X Link](https://x.com/_riskFULL/status/1792231106739114349)  2024-05-19T16:29Z [---] followers, [---] engagements


"@Adam1Braun Listen in [----] everything will make sense"  
[X Link](https://x.com/_riskFULL/status/1794042597318578433)  2024-05-24T16:27Z [---] followers, [---] engagements


"Dispersion likely increases this summer with large rotations in an illiquid market. HF hotels start moving the opposite way where crowding is extreme. That supply demand will make a dash for trash environment like 21' while those books do some forced selling/buying. A few highlights from the GS Hedge Fund Monitor . . . 🧵🧵🧵 https://t.co/XfjwiTih6A A few highlights from the GS Hedge Fund Monitor . . . 🧵🧵🧵 https://t.co/XfjwiTih6A"  
[X Link](https://x.com/_riskFULL/status/1797219677061402635)  2024-06-02T10:52Z [---] followers, [---] engagements


"@AKWilk Solid humble brag"  
[X Link](https://x.com/_riskFULL/status/1797354291662926008)  2024-06-02T19:47Z [---] followers, [---] engagements


"I can't breathe. $eqx nothing says fundraiser like a dash of convertible notes"  
[X Link](https://x.com/_riskFULL/status/1797586593999437872)  2024-06-03T11:10Z [---] followers, [---] engagements


"Imagine all that work looking at documents trying to connect obscure peices of information looking for context clues in interviews. Meanwhile an actual GOAT in the game barely knows the name of a company. This is why capital markets are so great. $NVDA Druckenmiller talking about discovering the long Nvidia trade: "I didnt even know how to spell it. I bought it. Then a month later ChatGPT happened. Even an old guy like me could figure out okay what that meant. So I increased the position substantially". https://t.co/wL7iiYEeWO $NVDA Druckenmiller talking about discovering the long Nvidia"  
[X Link](https://x.com/_riskFULL/status/1798047062954848393)  2024-06-04T17:40Z [---] followers, [---] engagements


"@CarbonLedgerCap @AnnieAgar"  
[X Link](https://x.com/_riskFULL/status/1798879734514012468)  2024-06-07T00:48Z [---] followers, [--] engagements


"@grn_investing Connections for throughput are what matter market with dictate adoption growth. Their network and how they can leverage it and monetize it through opening new markets/unlocking channels for capital flow into the underlying assets is where to focus. 👀 Contracts+digital title"  
[X Link](https://x.com/_riskFULL/status/1799062223849234851)  2024-06-07T12:53Z [---] followers, [---] engagements


"The move in yields is being confirmed by the Energy/Utilities price ratio. The ratio began its move lower in mid-April meanwhile rates didnt top until a few weeks later in early May. The current move lower is being confirmed by the equity market. Bond bulls probably happy"  
[X Link](https://x.com/_riskFULL/status/1800819914321912043)  2024-06-12T09:18Z [---] followers, [--] engagements


"@JoshCrumb @CabergBTV @stooonkMan At least you know for next funding round you just have to announce that Abaxx is starting the btc treasury and you get the immediate sp boost. That's tactical capital raising in 24' at its best 🫠"  
[X Link](https://x.com/_riskFULL/status/1801267095558046086)  2024-06-13T14:55Z [---] followers, [---] engagements


"Let what Jeff Currie is saying in that first paragraph sink in and the implications for $abxx down the road. @grn_investing In true Abaxx fashion I bet it's not miz as most are expecting. However if you picked up on it in Curries MV pod when talking about what he likes about Carlyle(even if ugly PE) there is something incredibly bullish Abaxx+Base. @grn_investing In true Abaxx fashion I bet it's not miz as most are expecting. However if you picked up on it in Curries MV pod when talking about what he likes about Carlyle(even if ugly PE) there is something incredibly bullish Abaxx+Base"  
[X Link](https://x.com/_riskFULL/status/1801628427046330670)  2024-06-14T14:51Z [---] followers, [----] engagements


"@AndrewRangeley $achv $clmt $pct $hi $abxx"  
[X Link](https://x.com/_riskFULL/status/1801914147174498768)  2024-06-15T09:46Z [---] followers, [----] engagements


"Hear me out. What if we back the US dollar with 20% Bitcoin 40% gold and 40% Nvidia Where will that get us"  
[X Link](https://x.com/_riskFULL/status/1802753097086963866)  2024-06-17T17:20Z [---] followers, [---] engagements


"@LNG_Investor_ @James_Duade what do you think of this gap estimate"  
[X Link](https://x.com/_riskFULL/status/1802834085997408309)  2024-06-17T22:41Z [---] followers, [---] engagements


"In the late 1990s large passive option positions significantly impacted prices leading to increased volatility. The VIX peak then was not solely driven by fundamental factors but also by the financialization of the stock market"  
[X Link](https://x.com/_riskFULL/status/1803738845491363841)  2024-06-20T10:37Z [---] followers, [---] engagements


"When counterparty uncertainty is introduced the potential for contagion goes live. Keep it in mind"  
[X Link](https://x.com/_riskFULL/status/1803838104262054410)  2024-06-20T17:11Z [---] followers, [--] engagements


"These GameStop pitches are crazy in depth Another angleThe deficit is foreign funded. So while for illustrative purposes you talk about boomer/us rich much of the interest is going abroad. How stimulative is that when they decide to stop funding at the margin and recycle domestically It sets in motion a boom in RoW Another angleThe deficit is foreign funded. So while for illustrative purposes you talk about boomer/us rich much of the interest is going abroad. How stimulative is that when they decide to stop funding at the margin and recycle domestically It sets in motion a boom in RoW"  
[X Link](https://x.com/_riskFULL/status/1804475272667738517)  2024-06-22T11:23Z [---] followers, [---] engagements


"@marcuzzi_n @JoshCrumb @James_Duade @investorcubed @abaxx_exchange @abaxx_tech Abaxx very under the radar and even most in the name underappreciate true network expansion and how exponential it is over time. Initial contract volumes is cool but downstream effects of FDT is not even close to being understood from a value extraction perspective"  
[X Link](https://x.com/_riskFULL/status/1804938140769034269)  2024-06-23T18:02Z [---] followers, [---] engagements


"@BR_Kelleran @PauloMacro Looking around there is a lot of confidence of what's right around the corner but what if shitco summer leads into the Inflation trade rotation and this is really the summer of 96'/97' that goes on steroids with a politically motivated rate cut"  
[X Link](https://x.com/_riskFULL/status/1805534697885159469)  2024-06-25T09:33Z [---] followers, [--] engagements


"If you like $cme & $ice business models and reg moat you can have similar exposure with more upside. #LNG is globalizing the #naturalgas market but there is no global benchmark price for natural gas so we set out to create one Abaxx's initial suite of physically-deliverable LNG futures contracts include delivery to: 📍Gulf of Mexico 📍Northwest Europe 📍North Pacific Asia https://t.co/qfPGCQzENi #LNG is globalizing the #naturalgas market but there is no global benchmark price for natural gas so we set out to create one Abaxx's initial suite of physically-deliverable LNG futures contracts"  
[X Link](https://x.com/_riskFULL/status/1806395151243182383)  2024-06-27T18:32Z [---] followers, [---] engagements


"$cme @chigrl @JoshCrumb @abaxx_exchange Not to put too fine a point on it Tracy but CME has had a physically delivered LNG Contract that hasn't traded for 2+ years & Abaxx's LNG contract went live yesterday and traded within minutes CME just assumed they could corner the market on physical LNG w/out doing the work. https://t.co/ZyT2e0uBkb @chigrl @JoshCrumb @abaxx_exchange Not to put too fine a point on it Tracy but CME has had a physically delivered LNG Contract that hasn't traded for 2+ years & Abaxx's LNG contract went live yesterday and traded within minutes CME just assumed they could"  
[X Link](https://x.com/_riskFULL/status/1806666016174281106)  2024-06-28T12:28Z [---] followers, [---] engagements


"#LNG gold pool & Nickle sulfate coming. Origin meta data soon Lots coming up Congratulations to @JoshCrumb & the @abaxx_exchange team IMO this is a important development to keep an eye on. Congratulations to @JoshCrumb & the @abaxx_exchange team IMO this is a important development to keep an eye on"  
[X Link](https://x.com/_riskFULL/status/1807019982422753337)  2024-06-29T11:55Z [---] followers, [---] engagements


"$abxx opens exchange $achv gets added to Russell [----] $ctm dropped the Jaguar FS $clmt about to go through c corp conversion Which event is next $pct operations update or $hi raise"  
[X Link](https://x.com/_riskFULL/status/1808140970879320371)  2024-07-02T14:09Z [---] followers, [----] engagements


"@James_Duade Microcap moves. But still hard to comprehend over 10x in less than a year"  
[X Link](https://x.com/_riskFULL/status/1808433222767796379)  2024-07-03T09:30Z [---] followers, [---] engagements


"Very cool. You know Dave Cole would never get these opportunities. Shaun did great at $tfpm https://www.bloomberg.com/news/articles/2024-07-03/vale-picks-mining-veteran-usmar-to-lead-base-metals-turnaroundsrnd=commodities&embedded-checkout=true&utm_source=www.moneyofmine.com&utm_medium=newsletter&utm_campaign=boss-energy-sees-revenue-on-the-horizon"  
[X Link](https://x.com/_riskFULL/status/1808785691452620867)  2024-07-04T08:51Z [---] followers, [---] engagements


"@marketplunger1 Strong end of year flows 50+ trillion of additional collateral created with equity market appreciation this year that's a lot of additional stimulus. Very buyable dip to buy from the pullback of/when it appears"  
[X Link](https://x.com/_riskFULL/status/1810658216348430841)  2024-07-09T12:52Z [---] followers, [---] engagements


"That's pretty $kewl James"  
[X Link](https://x.com/_riskFULL/status/1810727119485374564)  2024-07-09T17:26Z [---] followers, [---] engagements


"@EquityBrian $lgn - killer land package and proven management team from Sparta spin $abxx- commodity exchange in Singapore with the only physical #LNG contract"  
[X Link](https://x.com/_riskFULL/status/1813371442886484157)  2024-07-17T00:33Z [---] followers, [----] engagements


"@turtlespeed2020 Im surprised there hasn't been more volume with the warrants. With the recent information and duration into 26' they are a very interesting risk/reward"  
[X Link](https://x.com/_riskFULL/status/1816498295977447493)  2024-07-25T15:38Z [---] followers, [---] engagements


"@CarbonLedgerCap @Rory_Johnston Two cocktails in and that set up is absolutely finished"  
[X Link](https://x.com/_riskFULL/status/1816591661855834548)  2024-07-25T21:49Z [---] followers, [--] engagements


"@ErikSTownsend @OpenAI You said open AI but didn't aren't you looking for the ++ functionality"  
[X Link](https://x.com/_riskFULL/status/1816901609781104655)  2024-07-26T18:21Z [---] followers, [---] engagements


"@LONGCONVEXITY Definitely not a staged operation to get more men open to returning to in office jobs. Phase [--] - litter social media feeds with soft core porn Phase 2- drop manufacted reports about what women are attracted to to persuade men to get back in the office Phase 3-"  
[X Link](https://x.com/_riskFULL/status/1818694183386845291)  2024-07-31T17:04Z [---] followers, [--] engagements


"@kevinmuir @TgMacro @BlueOceanATS @IBKR Don't trade Tesla"  
[X Link](https://x.com/_riskFULL/status/1820828888404033928)  2024-08-06T14:26Z [---] followers, [--] engagements


"A $abxx parallel view 🧵. As seen with Figma pattern matching in a challenge in early stage venture that has a long build(5 years to a public release). There is no feedback cycle for a long time so product lead/user lead growth is a phase transition from founder lead. 1/5"  
[X Link](https://x.com/_riskFULL/status/1821186078348603579)  2024-08-07T14:06Z [---] followers, [----] engagements


"Sezzle we see the VC - public line . Listed on ASX not profitable initially but started turning around insiders owned 50% of the co and they were starting to monetize more of the customer base so it became low hanging fruit for them to turn cash flow positive easily. 2/5"  
[X Link](https://x.com/_riskFULL/status/1821186085457895436)  2024-08-07T14:06Z [---] followers, [---] engagements


"Super low float when they listed on NASDAQ after listing the metrics were inflecting to high free cash flow and they were growing. All the company's news coming out was very positive. 3/5"  
[X Link](https://x.com/_riskFULL/status/1821186099806662691)  2024-08-07T14:06Z [---] followers, [---] engagements


"It's odd for things to be trading at low levels but based off of everything management was saying & executing on what they were said + rapidly converting to a high free cash flow co rev growing still increasing in lifetime value of all their customers sentiment went up. 4/5"  
[X Link](https://x.com/_riskFULL/status/1821186118681031158)  2024-08-07T14:06Z [---] followers, [---] engagements


"You're trading against citadel and this guy. #NewProfilePic https://t.co/Bp4HmJteuZ #NewProfilePic https://t.co/Bp4HmJteuZ"  
[X Link](https://x.com/_riskFULL/status/1821529945069285705)  2024-08-08T12:52Z [---] followers, [---] engagements


"@xWeeWu What happens in [--] years with triple the contracts plus FDT triple the connected FCMs. Your day will be full of contract trade updates. Soon rebrand to AEX Trade Monitor"  
[X Link](https://x.com/_riskFULL/status/1821687984019603571)  2024-08-08T23:20Z [---] followers, [---] engagements


"@dailydirtnap Well every week I go into the bank and ask for my full balance in 100$ bills they have yet to accommodate. If they don't do it now I assume they never will. I rent my USD certainly don't own those numbers on the screen"  
[X Link](https://x.com/_riskFULL/status/1821688502267855217)  2024-08-08T23:22Z [---] followers, [----] engagements


"@James_Duade Lets completely discount the future ability to bring to market any product that the market wants/needs through a global network of industry firms. 💯"  
[X Link](https://x.com/_riskFULL/status/1822638336961400865)  2024-08-11T14:16Z [---] followers, [---] engagements


"Ask yourself this since there is not one commodities exchange not one payment system not one software provider for financial institutions. why would there be one collateral unlock channel JPM and Fidelity see the value of getting there early. Forest for the trees. $abxx #FDT 👀 JPM now Fidelity The ability to tokenize assets and use them under both title transfer and pledge structures outside of any limiting market operating hours has the potential to create new opportunities in the collateral market. https://t.co/XoIkXvP7sQ 👀 JPM now Fidelity The ability to tokenize assets and use them"  
[X Link](https://x.com/_riskFULL/status/1824038085740445922)  2024-08-15T10:59Z [---] followers, [----] engagements


"@LukeWolgram That's sorta $kewl"  
[X Link](https://x.com/_riskFULL/status/1824789470396199392)  2024-08-17T12:44Z [---] followers, [---] engagements


"The $gme of the $cme & $ice crowd enthusiasts but with some pretty detailed research. Idk maybe read it 🫠 https://www.reddit.com/r/investing/comments/1euowuo/abaxx_technologies_abxxabxxf_the_new_billion/ https://www.reddit.com/r/investing/comments/1euowuo/abaxx_technologies_abxxabxxf_the_new_billion/"  
[X Link](https://x.com/_riskFULL/status/1824897030436933837)  2024-08-17T19:52Z [---] followers, [----] engagements


"🔥 🧵 from the king of tech commodity bros. Let me take the next 2-37 hours explaining why you're asleep at the wheel oblivious to what's coming. I think the whole LLM #AI boom-bust debate is missing the forest (boom in data supply chain infrastructure and open source 3.0) for the trees (hopes of quickly profitable agentic magic). 🧵 I think the whole LLM #AI boom-bust debate is missing the forest (boom in data supply chain infrastructure and open source 3.0) for the trees (hopes of quickly profitable agentic magic). 🧵"  
[X Link](https://x.com/_riskFULL/status/1825183918632358071)  2024-08-18T14:52Z [---] followers, [---] engagements


"Pretty incredible that conditions present themselves to be able to build a massive position in $abxx at the liquidation value of the licenses and exchange infrastructure. You can easily grab 3-8k shares a day and I promise you will not move the price"  
[X Link](https://x.com/_riskFULL/status/1825956504140394882)  2024-08-20T18:02Z [---] followers, [----] engagements


"2 weeks watching the tape- can build a 50k position fairly easily with almost no pricing of growth in contracts new contracts tech rollout/adoption but sizable downside protection. High margin business models like $cme and $ice. Solid time to dig in for unique r/r"  
[X Link](https://x.com/_riskFULL/status/1825956506636005703)  2024-08-20T18:02Z [---] followers, [---] engagements


"@heroinvstr SIG is mostly a quant shop they will sell as quick as they buy not a group that will warehouse a name on their books for years"  
[X Link](https://x.com/_riskFULL/status/1826182602576765179)  2024-08-21T09:00Z [---] followers, [--] engagements


"Waiting for anything related to $hi"  
[X Link](https://x.com/_riskFULL/status/1826919239195746753)  2024-08-23T09:47Z [---] followers, [---] engagements


"Currently all I want is fiat any currency I can get my hands on. I think government backed currencies are the best risk reward right now. No hedges for me Any foreign investors happy with their unhedged USD financial assets today Any foreign investors happy with their unhedged USD financial assets today"  
[X Link](https://x.com/_riskFULL/status/1827120692753474020)  2024-08-23T23:08Z [---] followers, [---] engagements


"@LogicalThesis @CarbonLedgerCap and the boys using their imagination for years"  
[X Link](https://x.com/_riskFULL/status/1827315106792792401)  2024-08-24T12:00Z [---] followers, [--] engagements


"@CarbonLedgerCap Everything is right but you missed a few details. ADV is 3mm Abaxx has become the most popular short on wall st expecting volumes on new benchmarks to go to [--] the following year Abaxx pays out the majority of its market cap every year trades at 70% div yield"  
[X Link](https://x.com/_riskFULL/status/1828228104487424431)  2024-08-27T00:28Z [---] followers, [---] engagements


"@James_Duade @CarbonLedgerCap"  
[X Link](https://x.com/_riskFULL/status/1828233592402546889)  2024-08-27T00:50Z [---] followers, [---] engagements


"@calichebahada @OrocoCorp $hi is a bit better"  
[X Link](https://x.com/_riskFULL/status/1828235793363591217)  2024-08-27T00:59Z [---] followers, [---] engagements


"Pretty $kewl for prospective mineral royalties/copper vs other royalty companies"  
[X Link](https://x.com/_riskFULL/status/1828353356068163853)  2024-08-27T08:46Z [---] followers, [---] engagements


"I can't help but wonder if $abxx is a beneficiary here Nothing illustrates the importance of natural gas in the future more than the large increase in LNG liquefaction & Regasification plants around the world. It is important to listen to various outlooks presented at forthcoming Gastech (Sep 17-20 Houston). Below we predict that Nothing illustrates the importance of natural gas in the future more than the large increase in LNG liquefaction & Regasification plants around the world. It is important to listen to various outlooks presented at forthcoming Gastech (Sep 17-20 Houston). Below we"  
[X Link](https://x.com/_riskFULL/status/1828409578679136569)  2024-08-27T12:29Z [---] followers, [----] engagements


"@CarbonLedgerCap Even if a company had that it might not be enough I am looking for a company that can help traders utilize better risk structures especially at the product level that flows directly into infrastructure efficiencies. I would invest in something like that"  
[X Link](https://x.com/_riskFULL/status/1828944741368472054)  2024-08-28T23:56Z [---] followers, [---] engagements


"I believe the subset of big data players who will have the edge for the longest are those who have been doing the cap ex and power lock ins now. I see a gap coming before new infra can get online to service the environment as a whole giving a lucrative head start to the few. Probably nothing. https://t.co/IpSoVFGuyc Probably nothing. https://t.co/IpSoVFGuyc"  
[X Link](https://x.com/_riskFULL/status/1829475062740570205)  2024-08-30T11:03Z [---] followers, [---] engagements


"Similarly I view the expectation on ROI sooner to be a bad take. Lots of commentary on needing to see something from all the capex spending but unlike early Internet the next data leap/AI being so energy intensive there is a greater lag"  
[X Link](https://x.com/_riskFULL/status/1829476418796806495)  2024-08-30T11:09Z [---] followers, [--] engagements


"@NPleazy @marketplunger1 @JoshCrumb If there is margin efficiency gain collateral unlock happens first and foremost from contract trading moving to Abaxx from legacy incumbents in order to take advantage of that as contracts expand and adoption increases firms have to look at the math on where the benefits are"  
[X Link](https://x.com/_riskFULL/status/1831335915223945672)  2024-09-04T14:18Z [---] followers, [---] engagements


"@marketplunger1 @JoshCrumb Lots of moving parts in Abaxx but focusing on hard problems in one of the best business models out there. Maybe instead of focusing on jr miners and failing to trade nat gas you research exchanges get highlights of market opp of JPM TCN and brush up on ID tech 😉"  
[X Link](https://x.com/_riskFULL/status/1832449338821541929)  2024-09-07T16:02Z [---] followers, [---] engagements


"@James_Duade Really great avenues imo RNG and sustainable cattle futures/carbon offset"  
[X Link](https://x.com/_riskFULL/status/1832502760643657883)  2024-09-07T19:34Z [---] followers, [---] engagements


"@James_Duade If they make that announcement you are not hearing from @CarbonLedgerCap and I for a week. That will be my peak"  
[X Link](https://x.com/_riskFULL/status/1832509050283540963)  2024-09-07T19:59Z [---] followers, [---] engagements


"@James_Duade @Jaro_rogue @CarbonLedgerCap People full of risk see this and think hell yeah"  
[X Link](https://x.com/_riskFULL/status/1833662607670104310)  2024-09-11T00:23Z [---] followers, [---] engagements


"I was told this wasn't going to be a thing who owns LabMag and KeyMag https://www.reuters.com/world/india/india-will-create-green-steel-policy-steel-secretary-says-2024-09-10/ https://www.reuters.com/world/india/india-will-create-green-steel-policy-steel-secretary-says-2024-09-10/"  
[X Link](https://x.com/_riskFULL/status/1833851321566233089)  2024-09-11T12:53Z [---] followers, [--] engagements


"@TopherGotWifi @Zerosumgame33 Regardless of someone's recent posts $clmt had the same trading pattern for almost [--] years. I don't think any recent Twitter activity has driven anything in historical context"  
[X Link](https://x.com/_riskFULL/status/1833967963247960206)  2024-09-11T20:36Z [---] followers, [---] engagements


"$goog trial lots of similar situations DOJ has in pipeline. Interesting for $mgni"  
[X Link](https://x.com/_riskFULL/status/1834177778045890692)  2024-09-12T10:30Z [---] followers, [---] engagements


"@ira_joseph @MichaelDell @Columbia Those cases I am with you I think improvements due to ever more simple tailored algorithms not even AI being broadly adopted and simplified from an integration perspective have low effort high value energy savings capture ability. Needs the right tech and implementation strat"  
[X Link](https://x.com/_riskFULL/status/1834211599239831707)  2024-09-12T12:44Z [---] followers, [--] engagements


"Lots of hits here on growth of #LNG trucks good read. (@pineconemacro $abxx LNG futures might be more compelling than $lngz ) https://open.substack.com/pub/pineconemacroresearch/p/lng-trucks https://open.substack.com/pub/pineconemacroresearch/p/lng-trucks"  
[X Link](https://x.com/_riskFULL/status/1835283044921454855)  2024-09-15T11:42Z [---] followers, [---] engagements


"@pulllkit Tempting to read into these prints however whoever moves 100k shares here and there may be informed fundamentals from company and an ad tech cycle that could very well ramp hard into 2H25 is still positive without the tail event of Google case. @AboveAvgOdds has a solid lt view"  
[X Link](https://x.com/_riskFULL/status/1835800604796506250)  2024-09-16T21:59Z [---] followers, [---] engagements


"@calvinfroedge How do you use your Bitcoin when they detonate every device you attempt to get online with"  
[X Link](https://x.com/_riskFULL/status/1836356542968307848)  2024-09-18T10:48Z [---] followers, [--] engagements


"@JoshCrumb @abaxx_exchange "BHP has not committed to either project but is a shareholder in GCHL and will eventually join the nickel platform which is headed by ex-LME CEO Martin Abbott the sources said. GCHL said in March it would launch its physical metals platform in April." Ouff"  
[X Link](https://x.com/_riskFULL/status/1836410988196765715)  2024-09-18T14:24Z [---] followers, [---] engagements


"@CarbonLedgerCap @ToffCap Probably won't work Luke. Tough to grasp commodity exchanges like $cme. Tough to game theory collateral unlock levers with Full Digital Title versus traditional trade financing. Tough to see optionality of ID tech in a mission critical sector that surpasses sovereign jurisdiction"  
[X Link](https://x.com/_riskFULL/status/1837052998893101460)  2024-09-20T08:55Z [---] followers, [---] engagements


"@marcuzzi_n @abaxx_tech JC making sure he always has a target on his back. From calling out CME and ICE to taking shots at Microsoft and Facebook"  
[X Link](https://x.com/_riskFULL/status/1837768955441664451)  2024-09-22T08:20Z [---] followers, [---] engagements


"@Seawolfcap @kcambrecht It does appear with delta adjusted hedging they have some room for float control especially with the spikes in near dated calls that have been building since the recent vol uptick. The blocks that hit the ask in algorithmic fashion also are suspect when done in 15k increments"  
[X Link](https://x.com/_riskFULL/status/1837888125227483441)  2024-09-22T16:14Z [---] followers, [---] engagements


"A big theme I am watching is ongoing airing of grievances( referenced very early by @WhatILearnedTW ) and the tearing down of the old guard(people losing faith in the institutions of previous decade) This can be played through governmental policies companies and geopolitics"  
[X Link](https://x.com/_riskFULL/status/1838488193798463808)  2024-09-24T07:58Z [---] followers, [---] engagements


"Google DOJ Visa conflicts cross border wrt the impacts on supply chains niche defense contractors & their suppliers international media ECT. Lots of very dynamic situations. A extremely rich macro trading environment is only getting better"  
[X Link](https://x.com/_riskFULL/status/1838488196256235738)  2024-09-24T07:58Z [---] followers, [--] engagements


"The Justice Department accuses Visa of debit network monopoly that impacts the price of nearly everything. The U.S. Department of Justice on Tuesday sued Visa saying it propped up an illegal monopoly over debit payments. A big theme I am watching is ongoing airing of grievances( referenced very early by @WhatILearnedTW ) and the tearing down of the old guard(people losing faith in the institutions of previous decade) This can be played through governmental policies companies and geopolitics. A big theme I am watching is ongoing airing of grievances( referenced very early by @WhatILearnedTW )"  
[X Link](https://x.com/_riskFULL/status/1838896707549233523)  2024-09-25T11:01Z [---] followers, [---] engagements


"@KoyfinCharts $abxx $lgn"  
[X Link](https://x.com/_riskFULL/status/1839713896615010643)  2024-09-27T17:09Z [---] followers, [----] engagements


"There is literally an ETF. If Canada was a public company would you invest in it If Canada was a public company would you invest in it"  
[X Link](https://x.com/_riskFULL/status/1841276556720636198)  2024-10-02T00:38Z [---] followers, [---] engagements


"@JoshCrumb @HeYiyong Maybe price transparency/future guarantee help investment in downstream demand infrastructure"  
[X Link](https://x.com/_riskFULL/status/1842116087153856816)  2024-10-04T08:14Z [---] followers, [--] engagements


"@keepawake2 Specific for LNG/nat gas mostly EQT and pipelines still working out a few scenarios where rolling EQT leaps and a small position in total energies is better risk allocation lt but that would be the only other name currently I would look to add for that thematic exposure"  
[X Link](https://x.com/_riskFULL/status/1842149579170431404)  2024-10-04T10:27Z [---] followers, [--] engagements


"@Jkylebass In [--] sentences or less explain the thesis you see behind Asia Pacific market infrastructure feel free to reference $abxx"  
[X Link](https://x.com/_riskFULL/status/1843604173595783269)  2024-10-08T10:47Z [---] followers, [---] engagements


"It's pretty wild to see a lot of these new active strategy ETFs struggle to get AUM and flounder around 20-60m and here is @WarrenPies with almost 500m AUM. Quality trend 🤌 What @WarrenPies thinks is next for inflation. Catch up and hear the full interview with @kevinmuir & Warren here: https://t.co/bef5ysMfJK https://t.co/DSaTjYB6Lv What @WarrenPies thinks is next for inflation. Catch up and hear the full interview with @kevinmuir & Warren here: https://t.co/bef5ysMfJK https://t.co/DSaTjYB6Lv"  
[X Link](https://x.com/_riskFULL/status/1843649066233933919)  2024-10-08T13:46Z [---] followers, [----] engagements


"Grok on $clmt sentiment based on posts: Predominantly positive with a "Buy" recommendation from analysts and technical indicators but mixed with caution due to short interest historical volatility and financial metrics like negative EPS. This suggests a nuanced market sentiment where while the overall direction leans towards optimism there's an acknowledgment of risks and potential downsides"  
[X Link](https://x.com/_riskFULL/status/1844494673584566357)  2024-10-10T21:46Z [---] followers, [---] engagements


"@ConvexityCowboy @egr_investor @EricBalchunas Make Fees Reasonable Again will my presidential slogan"  
[X Link](https://x.com/_riskFULL/status/1844516323059011838)  2024-10-10T23:12Z [---] followers, [---] engagements


"Specific to Google tailwind for $mgni I feel the business fundamentals speak for themselves. -Google's ad tech stack is vertically integrated so a divestiture could start lowering the competitive pressure on ad tech companies with a lesser position. -If Google's ad services are less omnipresent there is room to highlight innovation in the ad tech space. Magnite could differentiate themselves like with specific programmatic advertising solutions CTV advertising or better yield management for publishers. -With a giant in the market having its influence diluted ad tech companies could see less"  
[X Link](https://x.com/_riskFULL/status/1844667430175453407)  2024-10-11T09:12Z [---] followers, [---] engagements


"Personally the recommendation is warranted if they don't grasp markets to the level that would bring them to that conclusion. Regardless if the company just maintains an unbelievable trajectory or holds for a few years locking in some percentage of gains like that in that time period is prudent. Whatever happens it should be a good lesson on either side of what happens whether prudent risk management/locking in gains or regret of not doing so experience is the best teacher"  
[X Link](https://x.com/_riskFULL/status/1844720742484660445)  2024-10-11T12:44Z [---] followers, [---] engagements


"This has all been consistent remains the messaging from $abxx over last quarter. Refer back to @JoeRaia5 when he said brining everything online was a Herculean task more so this is a completely new clearing framework that FCMs need to be introduced in = long process. @TomSmit01069776 @abaxx_tech We're heads down focused on execution across our three core initiatives: Expanding the Abaxx Exchange product suite with new contracts in battery metals and gold this fall. Onboarding additional FCMs and brokers to increase trading activity and liquidity on the exchange. @TomSmit01069776 @abaxx_tech"  
[X Link](https://x.com/_riskFULL/status/1845056732050932059)  2024-10-12T10:59Z [---] followers, [----] engagements


"@WagieCapital I saw a lot of the deceleration balance sheet book/si move in similar patterns today"  
[X Link](https://x.com/_riskFULL/status/1846301172241420431)  2024-10-15T21:24Z [---] followers, [--] engagements


"I'm sure someone looked at the feasibility of that cost of [--] unit fleet infrastructure for fueling cost versus diesel on avg miles for last mile in one area. I would be interested in seeing some numbers on the value there. If it worked out I have to assume we would see a pilot station run it"  
[X Link](https://x.com/_riskFULL/status/1846544376987574649)  2024-10-16T13:31Z [---] followers, [---] engagements


"$fwrd around [--] in May above [--] today. I didn't get everything right with how things started to play out and what I thought but at least there's always a little luck in play. @NCSI_SA @ACapitalLP @acidinvestments My take is ex omni bring on a industry titan who gets it taken out with clear lake as lead on the deal. 35$. @NCSI_SA @ACapitalLP @acidinvestments My take is ex omni bring on a industry titan who gets it taken out with clear lake as lead on the deal. 35$"  
[X Link](https://x.com/_riskFULL/status/1846558660194951411)  2024-10-16T14:27Z [---] followers, [---] engagements


"@Mike_Taylor1972 I was pretty bulled up on CVS previously and am watching the activist story but found myself falling into the perception you have about the situation for the industry currently. Better places for capital"  
[X Link](https://x.com/_riskFULL/status/1846896442549440890)  2024-10-17T12:50Z [---] followers, [---] engagements


"@SquirrelMacro thank you for the $sjb idea. I spent the last [--] months trying to find the best way to put this trade on and this is such a low cost and easy way to do it"  
[X Link](https://x.com/_riskFULL/status/1846970085170172105)  2024-10-17T17:42Z [---] followers, [--] engagements

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