Rob Hadock - Buzzberg

Date	Ticker	Direction	Thesis	Source
Jan 27, 2026	POLYMARKET	WATCH	Poly Market is doing ~$4.5B in monthly volume and dominating cultural conversation (elections, sports, geopolitics). Hadock compares Poly Market to ICE (parent of NYSE, ~$95B market cap). He argues that if/when a token launches, or if equity becomes accessible, it represents a "category winner" that owns the end consumer relationship in a way DraftKings/FanDuel cannot (due to their limitation to sports). WATCH. If a token is announced, it is a high-conviction buy based on "category king" status. Regulatory bans in the US (currently geoblocked); failure to capture value for token holders.	Thread Guy Bitcoin is about to PUMP...? Crypto Onchain i...
Jan 27, 2026	GOLD /SILVER /COPPER	LONG	Metals are hitting all-time highs. This is not just a monetary premium trade. There is a technological demand shock incoming. AI data centers and power generation require massive amounts of copper and rare earth metals. The supply does not exist to meet this "AI Infrastructure" demand. LONG. This is a structural, fundamental repricing of physical commodities. Global recession reducing industrial demand; AI capex slowing down.	Thread Guy Bitcoin is about to PUMP...? Crypto Onchain i...