Markymark
@Prudlex
Long term greedy, short term confused. Often inebriated. NFADYOR
It’s Sunday and I’ve settled into my third glass. Time for some musings on my favourite long. $ABXX - but the year is #2049. 25 more years of execution. It’s no longer a startup - it’s the platform for global commodity trade and agentic finance.
One of the most beautiful songs ever written
Highly recommend this for some Sunday listening. No one dreams about revolutionising commodity clearing. Frankly, not many even know what it is. $ABXX is building a one of one company. The absence of psychological appeal to many is an opportunity for those willing to do the…
“If you pick two axes: boredom and complexity, you want highly boring and highly complex because everything in the universe is a supply and demand curve, and you just get insufficient supply of entrepreneurs in the highly boring but highly complex space, and therefore you get…
$PCT - This moment was clear to all those who were listening. Decades of compounding ahead. The time for $ABXX feels like it could be 12 - 24 months away.
$pct - if it is not clear to all - we are at the inflection. What a journey. Get it in the single digits while you still can.
$PCT. This is called monopoly
How clear is BOPP film made with PureFive™ resin? So clear you won't even know it's in front of the camera!
$ABXX - taking a peek up the bamboo skirt
The Chinese LNG buyers don’t like JKM. It gives them non correlation for delivery into their supply demands. Whether a Chinese energy firm is buying based on domestic need or reselling due to global arb opportunities none of the current global pricing instruments- Brent, TTF,…
$pct - seeing many new names talking about the company. Guess that’s what happens when stock price goes up.