Many traders start focused and later add markets as they build skills and access better tools.
I have been thinking about roating markets when volatily is peak. Is multi-asset trading part of your plans, or do you prefer to specialize first?
Hey r/2Web3,
We are running our first live Ask Me Anything (AMA), and we want to make it count.
Joining us are Piero Cusmano & Maximilian Troendle, Co-Founders and Managing Directors of MPM Labs, the team behind the 2Web3 framework for tokenized capital market infrastructure. MPM Labs works with mining companies, renewable energy developers, and traditional businesses that want to access capital or build investor relationships without giving up equity, selling production at a discount, or waiting 18 months for a bank syndicate to move.
Drop your questions in the comments below. Piero and Maximilian will be live on 10 July 2026 at 4 PM UTC to answer as many as he can, and will also go back through any questions posted in advance.
Why This AMA, Why Now
The capital structure for mining and renewable energy has not meaningfully changed in 30 years. If you are developing a mining project today, you have three options: negotiate debt with a bank syndicate and accept 12 to 24 months of credit committees, raise equity and dilute your shareholders, or enter a streaming deal and sell future production at 20 to 30 cents on the dollar for the life of the mine.
Tokenized capital instruments are now a fourth option. The operator keeps full ownership. The obligation is time-limited. Investors participate from a global open market rather than four or five specialist firms. And when the instrument matures, the claim dissolves completely.
This is what MPM Labs builds. And Piero and Maxi have been doing this work long enough to give straight answers about what actually works, what the structure requires, and where it makes sense and where it does not.
What to Ask
Ask anything. There are no bad questions here. Some starting points if you are not sure where to begin:
— What types of projects actually qualify for a tokenized capital instrument?
— How does the SPV structure work, and why does it matter for the operator?
— What is the realistic timeline from conversation to capital deployment?
— How does this compare structurally to a traditional streaming or royalty deal?
— What does investor access actually look like in practice for a project in Africa or the Middle East?
— What should a founder understand before trying to tokenize a business model?
— How does MPM Labs approach the legal formation and jurisdiction question?
— What makes an RWA structure credible to serious investors in 2026?
How It Works
— Post your questions in the comments below anytime from now. You do not have to wait for the live session.
— Piero and Maxi will be here live on 10 July at 4PM UTC. He will answer as many questions as possible during the live window and will follow up on any he does not get to within 24 hours.
— Reply to his answers, ask follow-ups, and engage with other community members. This is a conversation, not a presentation.
— Click the notification bell on this post to get an alert when the AMA goes live.
A Few Ground Rules
— Keep questions focused on business, capital structure, tokenization, and Web3 adoption. This is not the place for token price discussion or investment recommendations.
— No questions about financial returns, yields, or investment performance. Piero and Maxi will not and cannot answer those.
— Be direct and specific. The more context you give about your situation, the more useful their answers will be.
— Follow the standard of r/2Web3 community rules. Keep it respectful and on topic.
Mandatory Disclaimer
This conversation is for informational and educational purposes only. It does not constitute financial, legal, or investment advice. The views expressed are those of the speakers and do not represent any regulatory body, exchange, or financial institution. Nothing shared in this AMA should be considered an investment recommendation or a solicitation to invest in any product, instrument, or project.
TLDR
Who: Piero Cusmano and Maximilian Troendle, Co-Founder and Managing Director, MPM Labs
What: Live AMA on tokenized capital instruments for mining, renewable energy, and traditional businesses entering Web3
When: Now
Where: Right here in the comments
Why now: The capital structure question for real-world asset operators is finally getting a practical answer. Come and ask the hard questions.
About MPM Labs and 2Web3
MPM Labs is the team behind the 2Web3 framework for tokenized capital market infrastructure. We work with mining companies, renewable energy developers, and traditional businesses that have predictable revenue streams and want an alternative to bank debt, equity dilution, or permanent streaming obligations. We handle the financial design, the legal structure, the automation layer, and the investor access architecture. Our clients manage the asset. We build the capital infrastructure underneath it.
Learn more: www.mpmlabs.xyz
Community: r/2Web3
See you in the comments.
The r/2Web3 Community Team
The Black Bull ran from a near-zero start to a nine-figure valuation in under two weeks. The Black Calf is just getting started.
Crypto Twitter watched it happen in real time: an anonymous wallet sent a huge chunk of supply to Ansem, he chose to run with the meme instead of ignoring it, and $ANSEM went from a rounding error to tens of millions in market cap on nothing but attention and airdrops. If you missed that window, $BABYANSEM (The Black Calf) is shaping up to be the next chapter in the same story, smaller, earlier, and still writing itself.
10% of supply went straight to Ansem at launch, no vague promises, verifiable on-chain. Creator fees aren't sitting in a dev wallet either; they're being recycled straight into giveaways and grassroots marketing, echoing the same "route the fees back to the herd" playbook that turned $ANSEM's holder count into a headline.
"Make dad proud" isn't just a tagline, it's turned into a genuine meme format across CT, with holders rallying around the baby bull identity instead of just flipping bags.
Merch drops, community-voted marketing pushes, and expanded CEX visibility are next on the roadmap. Early holders here aren't just speculating, they're building a brand from day one.
Baby bulls grow up. $BABYANSEM is still in diapers, that's the alpha.
CA: 86uLzCXk4hz46T8J9aDvHXKD9aJmp8MSsfv26ABByYBa
NFA. DYOR.
I qualified for VIP status today on 4 of the top exchage but i wonder what others stand on this topic... if you were in my shoes, which exchange would you choose and why? Is it all about trading fees, or do support and exclusive benefits matter just as much?
BILLCOIN Twitter account is the largest Top account being followed by KOLs in last 6 Hours. Even Ansem is behind
Check yourself: https://x.com/leakmealpha/status/2071387031679197530?s=46
Launching on Pumpfun Soon
Welcome to a token that has the ability to pay your every Bill
Here is something that you need to know:
Stocks crashing. Markets bleeding. Hackers stealing. Bills piling up. Sounds like a nightmare.
BILLCOIN wasn't created to follow the market... it was created to save it.
An answer built for everyone tired of financial headaches and endless problems. When the world says "you're doomed," BILLCOIN says "hold my meme."
What is Billcoin? Billcoin is a community-focused digital asset built on blockchain technology. It allows users to participate in a decentralized ecosystem, transfer value securely, and support the growth of the Billcoin community.
Why Billcoin Over Others?
Tokenomics:
Socials:
Hi everywone,
I’ve been watching how gold, silver and oil have all started moving lower together recently, and I’m wondering if we’re seeing a real shift in the regime.
The Fed staying hawkish for longer is clearly supporting higher real yields and a stronger dollar. At the same time, the easing of tensions between the US and Iran looks like it has removed part of the geopolitical risk premium from oil. The combination of both factors is hitting the complex quite hard.
What surprised me a bit is how quickly the market reacted to the reduction in geopolitical risk. I was still carrying a mildly bullish bias on oil because of that premium, I was actually long USOUSD on Bitget CFDs and had to adjust fairly quickly. Luckily the fees are almost zero there, so it didn’t cost much to get out. On gold I’m more conflicted: higher real yields explain part of the move, but I keep wondering whether we’re underestimating the structural demand side (central banks especially).
I’m curious how other people are handling the change in the geopolitical risk component right now. Are you adjusting your assumptions around the risk premium, or do you see this as temporary and expect the market to re-price quickly if something flares up again?
Would be interested to hear how you’re positioned:
I’m not fully convinced this move has much further to run, but the mix of sticky Fed policy and lower geopolitical premium is definitely changing the setup.
Keen to hear other views, even the ones that disagree.
Trade safe.
After seeing Micron’s results come in better than expected, I went back and took a deeper look at NVIDIA. Honestly, what the company is still pulling off is pretty impressive.
In Q1 FY2027, they reported $81.6 billion in revenue, with $75.2 billion coming from Data Center alone (+92% year-over-year). Data Center now makes up over 90% of their total business. Everything else has basically become secondary.
What I find most impressive isn’t just the chips themselves, but the entire ecosystem around them. CUDA is still very dominant, and with Blackwell ramping up, they’re managing to maintain a real technological lead. Even though AMD is making progress and some hyperscalers are developing their own chips, most large AI models are still running primarily on NVIDIA for now.
That said, I’m starting to have some questions around valuation and how long this dominance can last. The stock is trading at around 30x trailing earnings and roughly 20x forward earnings. It’s not crazy given the growth, but it does assume NVIDIA will keep delivering very strong results for several more years. If AI spending from the big cloud providers slows down earlier than expected, the multiple could compress pretty quickly.
Overall, I’m still positive on NVIDIA for the medium term (I even added to my position on Bitget Stock during the recent pullbacks), especially as long as they maintain their technological and software advantage. Even if the stock keeps dropping, at least I’m collecting dividends. But I do think the scenario where they just keep crushing it for another 3–4 years without any hiccups is a bit too optimistic.
What do you guys think? Do you see NVIDIA as a long-term hold, or are you becoming more cautious on the valuation and competition risks?
Tuesday semis were getting absolutely smoked. MU was down ~13% on the day, broader tech was weak, and a lot of people started questioning if the AI memory trade was already overheating.
Then Wednesday night happened.
Micron just posted one of the cleanest beats I’ve seen in a while:
They didn’t just beat they crushed guidance and raised the bar again for Q4 (~$50B revenue, ~86% gross margin). The HBM/AI mix is clearly doing exactly what everyone hoped.
Same day, Nvidia held its shareholder meeting. Jensen didn’t drop any crazy new numbers, but he was very clear: the AI debate is over, it’s now delivering real ROI, and we’re still in the early innings of the biggest infrastructure buildout in history. He also flagged robotics as the next major leg. NVDA closed at fresh all-time highs. I just bought it yesterday through Bitget Stock+. At first, I only intended to trade it, but after seeing these results, I'm starting to think I should hold the position instead. I could even start receiving dividends going forward.
What I’m actually thinking right now:
The whiplash this week was brutal, but it also revealed something important. The demand side (especially AI memory and compute) is still extremely strong. Micron’s numbers + their commentary on multi-year customer agreements suggest this isn’t just a one- or two-quarter phenomenon.
That said, the speed of the move higher in some of these names means we’re probably going to see violent swings either way. The real question for me isn’t “is AI still happening?” it’s “how much of the future demand is already priced in, and how clean will the execution be on the supply side over the next 12-18 months?”
For those who’ve been in MU or other memory names: did you add on the Tuesday dip or were you waiting for the print?
President Donald Trump was left red-faced during his speech at Mack Trucks' factory in Macungie, Pennsylvania, when an anti-MAGA protester forced him to stop mid sentence
Name calling Elon
President Donald Trump said he instructed the Justice Department to examine whether major oil companies are failing to lower gasoline prices in line with falling crude costs. He accused firms of “gouging” customers but did not name specific companies. The move adds political pressure on energy markets, with traders watching whether the review leads to enforcement action or remains a public warning.
What a performance from CR7 today!
Portugal dominated Uzbekistan and Ronaldo bagged a brace in the first half. He’s now the first player ever to score in six different FIFA World Cups. At 41 years old, that’s just ridiculous longevity.
I’m representing Portugal in Bitget’s Universal Football mini-game during the tournament. It’s a fun little distraction with a big prize pool, but the real fun is still following the matches live!
Here’s what I actually think about the big talking points:
• Yes, Ronaldo is still Portugal’s most important player. Even at 41, when it matters most, he’s the one who delivers. The squad is talented, but he remains the biggest threat and the biggest mentality figure.
• Portugal can definitely go deep maybe even reach the final but winning the whole thing? It’s a huge ask. They have quality, but there are several teams that look more complete right now.
• After today’s performance, Ronaldo has to be the favorite for the Golden Boot. If he keeps this form and Portugal keep progressing, it’s his to lose.
• On the Messi vs Ronaldo World Cup legacy debate: Messi currently has the edge because of the 2022 win and that final. Ronaldo’s consistency across six tournaments is insane, but the trophy matters. Right now Messi leads that conversation.
• Has he silenced his biggest critics? Partially. One great game won’t shut everyone up forever, but performances like this make it much harder for the “washed” narrative to stick.
Hot takes welcome tell me where I’m wrong 👀
What do you think about Ronaldo’s performance and Portugal’s chances this World Cup?
What’s your take on Ronaldo’s performance and Portugal’s chances?
Market attention is beginning to shift toward a growing narrative surrounding AOAS with supporters claiming that major developments tied to the energy sector and blockchain innovation could be approaching
According to discussions circulating across the crypto community some investors believe significant announcements could emerge before the end of June leading to increased interest in projects connected to digital asset backed infrastructure
Part of the speculation centers around recent geopolitical developments and broader conversations regarding energy security global oil markets and the future role of blockchain technology in real world asset tokenization
Supporters of the AOAS narrative argue that oil remains one of the most important strategic resources in the world with massive daily trading volumes and continued influence over the global economy This has led some market participants to explore whether blockchain based solutions could eventually play a role in improving transparency accessibility and efficiency across energy related markets
As interest increased researchers and traders began searching for projects that could potentially benefit from these trends One of the names gaining attention is AOAS which some community members describe as a digital asset focused on the intersection of energy and blockchain innovation
The growing discussion around AOAS has also resulted in increased visibility across trading platforms where investors are closely monitoring price movements and evaluating future growth potential
Many bullish supporters point to the current valuation and argue that substantial upside could exist if adoption accelerates and major announcements materialize However as with any cryptocurrency investment future performance remains uncertain and market volatility should always be considered
Another factor contributing to the excitement is the upcoming IVS2026 Kyoto event scheduled for June 30 One of the largest Web3 gatherings of the year the event is expected to attract industry leaders developers investors and blockchain innovators from around the world
Because major conferences have historically served as launchpads for partnerships announcements and ecosystem developments some traders believe projects receiving increased attention before these events could experience heightened market activity
For now AOAS remains a closely watched project among speculative investors who are looking for emerging opportunities within the digital asset sector As anticipation builds market participants will be paying close attention to upcoming developments and any announcements that could shape the next phase of growth
Socials:
Tg: @ AOASONSOL
Zelenskyy warned that if Ukraine burns, Moscow will burn too, after Ukraine launched its largest drone attack on the Russian capital in retaliation for Russian strikes that killed at least 10 people and damaged a historic monastery in Kyiv. The Ukrainian drones reportedly hit a major Moscow oil refinery for the second time this week, causing fires.
This keeps geopolitical risk elevated around Russian energy infrastructure. Any sustained hits on refining capacity could add volatility to crude and refined products, especially with ongoing calls from Zelenskyy for tighter sanctions on Russia’s energy and defense sectors. Traders are watching how this feeds into broader oil supply concerns or safe-haven flows.
Affected names to track: USO and crude futures for energy moves, plus defense exposure via LMT, RTX, or NOC if NATO support discussions heat up further. Gold (GLD) often sees interest in these flare-ups too.
How are you reading this latest round of drone exchanges for near-term positioning in energy or defense? Any specific levels or sectors standing out to you right now?
What stands out here is not the listing itself, but the reach. Fasset is a stablecoin-based bank with access to a large user base in markets that traditional finance has largely overlooked. $ZIG is already available in the app, and ZIGChain’s real-world asset and yield products are expected to roll out next.
For an RWA chain, being placed in front of actual users looking for compliant onchain finance is more meaningful than yet another exchange listing.
Most token listings just shuffle the same crypto natives between venues. This one reads differently. Fasset's user base is fintech-native and values-driven, spread across the UAE, Pakistan, Indonesia, Malaysia, Kenya and more.
These are people who were locked out of real financial products for years, and $ZIG is now their entry point into onchain finance. New users, not recycled liquidity.
Today we are announcing a strategic partnership with Fasset.
Fasset has built a global stablecoin powered bank for interest free saving, investing and spending, serving over 1M users across 125+ countries.
For years, financial products were gated by geography, banking relationships, minimum investment sizes, and sometimes even whether products aligned with your values.
Stablecoins changed what distribution could look like: faster, more global, more accessible, and no longer fully dependent on legacy rails.
The demand was always there, the access wasn't.
Fasset understood this early. They have spent years building trusted distribution into markets that much of traditional finance and crypto have overlooked, using the power of stablecoins to bring financial access closer to the users who need it most.
That makes them more than an exchange partner. It makes them a gateway to entirely new pools of capital and users.
At ZIGChain, our goal isn't simply to bring real world assets onchain. It's to build the infrastructure that allows tokenized private credit, invoice financing, stablecoin based yield products, and other opportunities to reach millions of people compliantly. This is why distribution matters. More users create more ecosystem activity. More activity creates more revenue. More revenue strengthens the entire ZIGChain economy The partnership starts with $ZIG being listed on Fasset,
Ed Zitron got the audited documents. The FT independently verified them. Here's what the numbers look like:
The efficiency ratio is moving the right direction, they spent $2.37 for every $1 earned in 2024, down to $1.60 in 2025. But there's a long way to go, and R&D is the line you can't cut without slowing the product.
Why this matters for stocks:
$MSFT is the biggest public exposure, $13B invested and Azure is the compute infrastructure. If OpenAI's IPO lands with these numbers in the S-1, it resets expectations for how long the "AI monetization" story takes to pay off. That's not fatal for $MSFT but it's a multiple conversation.
$NVDA gets paid regardless of whether OpenAI turns a profit, so compute demand stays real. That's probably insulated.
$GOOGL is interesting. A cold reception to OpenAI's IPO validates Gemini as the structurally better-positioned model, owned infrastructure, no minority partner arrangement, existing enterprise relationships.
OpenAI's last private valuation: ~$833B. The IPO will be a stress test for how the market prices frontier AI that isn't close to profitable.
What's the actual path to profitability here, price increases, cutting sales and marketing, or just waiting for scale economics to show up?
Fingers crossed until the deal is signed
Hey everyone,
AI stocks are still one of the most debated sectors right now. Infrastructure spending is massive, semiconductors are in high demand, and data center buildouts keep accelerating. At the same time, valuations in some names feel stretched, and a lot of retail money is piled in.
I recently noticed Bitget added 20 AI-related stocks to its 24/7 trading lineup. After going through the list, it made me realize there's probably still a lot of upside left in AI.
The big question I keep coming back to is this: which part of the AI stack actually has the strongest setup for the next 12-18 months chips/semiconductors, software, cloud, or robotics?
Here’s how I’m currently breaking it down:
Chips / Semiconductors
This one looks the most straightforward in the near term. Deloitte is forecasting generative AI chips alone could hit around $500 billion in revenue in 2026 roughly half of total global chip sales. NVIDIA still holds massive market share (around 80%+ in AI accelerators according to recent data), and hyperscalers are continuing to spend heavily. Jensen Huang has been talking about $1 trillion+ in AI chip demand through 2027. The data center capex wave isn’t slowing down yet.
The risk? High valuations and potential supply normalization or competition (AMD, custom ASICs from Google/Microsoft, etc.).
Cloud
The hyperscalers (Microsoft, Amazon, Google) are both the biggest buyers of chips and the ones monetizing AI through their cloud platforms. Their capex is enormous and still rising. Cloud feels like the “picks and shovels” play that benefits from almost everyone else’s spending. It’s more diversified than pure chip plays, but growth here is partly tied to how fast enterprise adoption actually scales.
Software
This is where I’m more cautious. A lot of the easy AI “wrappers” and productivity tools have already run hard. The real winners will probably be companies that deeply integrate AI into existing workflows (enterprise software, cybersecurity, etc.). Margins can be great, but competition is fierce and it’s harder to predict clear winners this early. Some analysts see software spending growing solidly, but it feels more mature compared to the infrastructure layer.
Robotics
This one has the most long-term upside in my view, but it’s still early. Edge AI + robotics (autonomous systems, industrial automation, humanoid robots) could be huge in 5-10 years, but near-term revenue is still relatively small compared to data center chips. Tesla’s Optimus and similar projects get a lot of hype, but we’re not seeing the same scale of capex yet.
My current bias
I think chips and infrastructure still have the strongest near-term momentum because the spending is already happening at scale and the visibility is higher. Cloud is a close second as the main customer. Software and especially robotics feel more like 2027+ stories.
Which sector do you think actually outperforms over the next year, and why?
Curious to hear where everyone is positioned or what they’re watching.
