Josh Crumb is a friend of mine. We just had hot wings and burgers at Brown's Diner in Nashville a couple of months ago.
We discuss Abaxx often. A very cool, innovative platform.
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Is Abaxx on either of your radars?Josh Crumb (CEO) is one of my favorite macro thinkers (along with you of course). Anyways what they are trying to do with their commodities exchange and clearinghouse based out of Singapore seems to align with your guys’ world view.
Josh was recently on Grant Williams podcast with Luke Gromen, if you haven’t already given it a listen then I highly recommend.
Discussion
Super neat you are a friend of his, he has a very unique mind.
I’m a huge fan of what they are trying to do over at Abaxx, incredible team, incredible backers, and if they are successful I think that business will have an incredible moat around it.
I also believe there is nothing more important in the world then getting true price discovery on physically delivered commodities so we can get producers real signal (and hopefully more capital as they are the ones keeping our world running).