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Daily Edge Report Puts (NASDAQ: SMX) On Our Watchlist Starting Tomorrow Morning—Monday, February 23, 2026

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Take A Look At (NASDAQ: SMX) Before Tomorrow Morning…

February 22, 2026

Morning Watch: (SMX) Just Triggered — See What We're Seeing

Dear Reader,

Supply chains are entering a new phase, one where documentation alone is no longer enough.

Across global markets, the focus is shifting from paperwork to proof. Regulators, manufacturers, and commodity buyers are beginning to demand verifiable data tied directly to the materials themselves, not just the systems tracking them.

From precious metals to industrial inputs to agricultural fibers, the push for authentication is accelerating. Governments are tightening compliance standards, large buyers are requiring transparency, and entire sectors are being forced to rethink how materials are verified from origin through end use.

One company operating at the center of this transition is SMX (NASDAQ: SMX).

That's one of the reasons (SMX) has moved onto our radar and is set to top our watchlist heading into Monday's session—February 23, 2026.

It's also worth noting: (SMX) has fewer than 35K shares currently available to the public following a recent restructuring. In situations like this, shifts in attention can sometimes coincide with sharper movement.

At a technical level, (SMX) has developed a system designed to embed molecular identifiers directly into materials such as gold, steel, and cotton, effectively creating a built-in record of origin and history.

By linking physical materials to secure digital verification, (SMX) is working to bridge the gap between real-world resources and the growing demand for traceability.

Building Identity Into Materials

(NASDAQ: SMX), based in New York, is focused on a different way of tracking products, by embedding identity directly into the materials themselves.

Its technology uses sub-molecular chemical markers that can be applied to solids, liquids, and gases. These markers are invisible, permanent, and designed to stay with the material throughout its lifecycle. At any point, they can be read and connected to a secure blockchain record.

This is a different approach from traditional tracking methods like barcodes or RFID tags, which rely on packaging. With (SMX), the identifier becomes part of the material itself, remaining intact even through processes like melting, shredding, or recycling.

As regulatory standards tighten and sustainability reporting becomes more complex, companies are looking for ways to verify claims with greater certainty. Tracking the material itself, rather than just the shipment—offers a new level of transparency.

Applications Across Global Markets

The platform is designed to work across multiple industries where traceability is becoming more important.

In the global plastics market, estimated at $824B, (SMX) enables manufacturers to verify recycled content through digital "material passports." This helps support compliance with environmental standards that require proof of recycled inputs.

The technology has already been validated in natural rubber supply chains and is being expanded into food-grade plastics and advanced recycling systems across North America and ASEAN markets.

In textiles, particularly denim, a market that could exceed $120B—(SMX) embeds identifiers at the fiber level. This allows brands to verify origin, manage supply chains more effectively, and maintain transparency from production through resale.

By making materials traceable at the source, the platform supports a shift toward more verifiable and accountable supply chains.

A New Layer of Verification in Global Trade

(SMX)'s approach introduces a different way to think about material security across global supply chains.

Rather than relying on documentation after the fact, (SMX)'s model focuses on embedding verification at the material level from the start, creating what it describes as a "molecular firewall." In this framework, authenticity is built into the material itself, rather than reconstructed later.

This shift comes at a time when counterfeiting risks are increasing and global buyers are placing greater emphasis on verified sourcing. The ability to confirm identity at every stage is becoming more important across industries.

A key component of this system is the (SMX) Plastic Cycle Token, which converts real-world material lifecycle events into structured, verifiable data.

By linking physical materials to auditable digital records, the platform allows stakeholders, from regulators to large enterprises, to support compliance and align with circular economy initiatives.

Bringing Verification to Precious Metals

As gold prices push beyond $5,500, the global precious metals market is facing increased pressure around authenticity and sourcing.

(NASDAQ: SMX) is addressing this challenge by embedding molecular identifiers directly into materials such as gold, silver, and steel, allowing these assets to carry a verifiable record of origin.

Unlike traditional tags or labels that sit on the surface, (SMX)'s technology is designed to persist within the material itself. It remains intact through processes like smelting, enabling verification across the entire lifecycle.

As pricing levels rise and regulatory oversight increases, the ability to confirm provenance is becoming a fundamental requirement for participation in global markets.

Through collaborations with groups such as trueGold, (SMX) provides refiners and trading hubs with a forensic identity that remains verifiable even after melting and recasting.

Key Developments Taking Shape

Recent updates from (NASDAQ: SMX) highlight continued progress around scaling its material-level verification platform across multiple industries. In early 2026, the company outlined a focus on expanding its Plastic Cycle Token (PCT) and broader tokenization strategy, designed to convert real-world material lifecycle events into auditable digital records as part of its traceability infrastructure.

In late 2025, (SMX) introduced a system for embedding molecular identifiers into gold, enabling persistent verification that remains intact through melting and refining, an approach aimed at strengthening authentication across the precious metals supply chain.

Additional updates detailed how the company's platform is being applied across plastics, textiles, and metals, linking physical materials to digital records to support compliance, traceability, and supply chain transparency.

(SMX) has also highlighted broader industry engagement, including initiatives tied to global research groups and trade hubs, as well as continued positioning within circular economy and verification-focused markets.

Taken together, these developments reflect ongoing efforts to build infrastructure around material traceability, verification, and compliance, areas that are receiving increased attention across global supply chains.

A More Defined Capital Runway

Recent updates suggest a shift in (SMX)'s financial positioning, with the company outlining a clearer path forward.

Management has stated that the business is fully financed through Q1 2027, providing a multi-year runway to advance its platform and expand operations.

Earlier this month, (SMX) also completed the conversion of its outstanding convertible notes, reducing long-term liabilities and strengthening the balance sheet.

To further support growth, the company increased its ELOC facility to $250M. According to management, this capital is intended to support scaling initiatives over time, rather than being deployed immediately.

With access to capital potentially extending into 2028, (SMX) has positioned itself with the resources needed to continue developing its platform and working with international partners.

7 Reasons (SMX) Is on Our Watchlist Heading Into Monday — February 23, 2026

Ultra-SMALL Float: Following its recent restructuring, fewer than 35K shares are publicly available, structures like this can become more sensitive as demand shifts.
$250M Capital Backing: The company has secured a $250M commitment, with runway extending through Q1 2027 to support platform development.
Gold at Record Levels: With gold approaching $5,500, the need for molecular-level authentication to address counterfeiting continues to grow.
Critical Minerals Pilot: A new initiative focused on allied-source materials aims to deliver verifiable tracking for high-priority supply chains tied to industrial resilience.
Plastic Cycle Platform: (SMX) is advancing its tokenization model, converting material lifecycle events into auditable data for compliance and reporting.
TruCotton Partnership: A U.S.-based initiative providing scientific proof of origin for cotton, supporting transparency standards for global buyers.
Persistent Material Identity: The company's technology allows materials to retain a verifiable record through processes like melting and smelting.

Put (NASDAQ: SMX) On Your Screen While It's Still Early…

What's drawing attention to (SMX) right now is how it aligns with two converging trends: the growing demand for verifiable origin and the need for data that remains tied directly to the material itself.

From a market structure standpoint, the company's recent restructuring has resulted in an ultra-small public float, fewer than 35K shares available. Situations like this can become more reactive if interest begins to build.

From a business perspective, (SMX) has secured a $250M capital commitment and has indicated it is fully financed through Q1 2027, providing a defined runway to continue developing its platform.

There are also broader industry dynamics at play. (SMX) is advancing a critical minerals pilot focused on verifiable tracking, while gold prices near $5,000 are reinforcing demand for authentication solutions. At the same time, its platform is designed to convert material lifecycle events into auditable data for compliance.

Taken together, these factors are part of the reason (SMX) has moved onto our radar.

We'll be watching it closely tomorrow morning.

Take a closer look at (SMX) before the next session.

And keep an eye out for the morning update.

Sincerely,

Joel Locke

Senior Editor

The Daily Edge Report

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