Eraserhead Capital

718 posts

Eraserhead Capital

@EraserheadCap

参加日 Ocak 2023

63 フォロー中192 フォロワー

@Securitize @RWA_xyz 04/14/26 $CEPT $SECZ @Securitize #RWAUM: $3,970,832,798 (0.34%) 📈: $EXOD: $192.7m (7.34%) $BUIDL: $2.47b (0.01%) $ACRED: $132.0m (0.01%) $VBILL: $68.1m (0.01%) 📉: (none) *trying out the new cashtag feature on tokenized assets

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Eraserhead Capital@EraserheadCap·1d

@Securitize @RWA_xyz 04/13/26 $CEPT $SECZ @Securitize #RWAUM: $3,957,391,268 (1.23%) 📈: BUIDL: $2.47b (2.10%) VBILL: $68.0m (0.18%) ACRED: $132.0m (0.01%) 📉: BCAP: $754.1m (-0.36%) MI4: $134.1m (-0.11%)

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Eraserhead Capital@EraserheadCap·16 Oca

01/15/26 $CEPT $SECZ @Securitize #RWAUM: $2,994,200,082.34 (-2.91%) Gainers: MI4: $180.4m (+0.67%) ACRED: $134.4m (+0.2%) STAC: $106.4m (+0.12%) Losers: EXODB: $311.2m (-11.3%) EXOD: $146.6m (-11.3%) BUIDL: $1.71b (-1.87%) VBILL: $75.15m (-0.38%) HLSCOPE: $9.0m (-0.12%)

Eraserhead Capital@EraserheadCap

I'm going to start a series tracking @Securitize's RWAUM (Real World Assets Under Management) and tracking the growth or decline of each asset. I'll be sourcing the data from @RWA_xyz. We'll start off with the latest data: 01/14/2026 #RWAUM: $3,083,981,735.20 $CEPT $SECZ

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Eraserhead Capital@EraserheadCap·6d

@jwtarheel @LilyFunds Yup. Wasn’t ever taken off the table. They’ll need to try again next year

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JW@jwtarheel·6d

@EraserheadCap @LilyFunds looks like this GA bill is now dead...

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Eraserhead Capital@EraserheadCap·30 Mar

GA Senate will be making a decision on #HB1023 either tomorrow or Thursday. Stay tuned! Also from today's meeting, when asked if there was a budget behind it, $166m was mentioned. $EVLV

Evolv Technology@EvolvTechnology

GA House passed #HB1023, advancing a bill that would require #weaponsdetection at public school entrances statewide. What would this mean for daily school ops? 👉 Read blog: hubs.li/Q045z5lt0 #GeorgiaEducation #GaDOE #GeorgiaSchools #GeorgiaTeachers #EdChat #EdTech

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Eraserhead Capital@EraserheadCap·6d

@XorDev Legend

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Xor@XorDev·6d

Fabrice has been instrumental in providing critical feedback on FragCoord. He finds bugs as fast as I can fix them!

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Eraserhead Capital@EraserheadCap·8 Nis

$EVLV 26Q1 ER May 12 after market close ir.evolvtechnology.com/news/press-rel…

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Eraserhead Capital@EraserheadCap·8 Nis

@Justopi14229518 @carlosdomingo @RWA_xyz @bcap @Securitize @TomMurphyTweets @grahamfergs @jserna Yup I noticed the large discount too. I might need to get accredited just for this “arb”

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Justopinion@Justopi14229518·8 Nis

@EraserheadCap @carlosdomingo @RWA_xyz @bcap @Securitize @TomMurphyTweets @grahamfergs @jserna Currently its +-200B valuation It will jump to 400-500B once the financing round is finished so probably BCAP's NAV 170$ possible within few weeks/months. Its being traded on securitize now for 35$ you can technically buy tether equity for 90B valuation right now.

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Eraserhead Capital@EraserheadCap·7 Nis

Anyone in the tokenization space care to explain how $BCAP's value tripled overnight? According to @RWA_xyz it went from $23 to $83. Glitch or accurate? Quite a large jump. @bcap @Securitize @carlosdomingo @TomMurphyTweets @grahamfergs @jserna

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Eraserhead Capital@EraserheadCap·7 Nis

@carlosdomingo @RWA_xyz @bcap @Securitize @TomMurphyTweets @grahamfergs @jserna Ah that makes sense. Didn’t realize they had a significant stake in Tether. Thanks for clearing that up.

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Carlos Domingo@carlosdomingo·7 Nis

@EraserheadCap @RWA_xyz @bcap @Securitize @TomMurphyTweets @grahamfergs @jserna Repricing of the Tether equity in BCAP to current market value

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Eraserhead Capital@EraserheadCap·4 Nis

@TMFAssociates @philliplyle410 Oh you truly are a pathetic creature you can’t even come up with original insults istimwrongagain.com

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Tim Farrar@TMFAssociates·4 Nis

@philliplyle410 Maybe you should create a website, is Kevin wrong again? It only needs one word, "yes"

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Phillip Lyle@philliplyle410·4 Nis

Kevin has been utterly wrong for years on timing, because he has to tow the company line and always present the best positive case. He will be wrong again. $ASTS

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Eraserhead Capital@EraserheadCap·3 Nis

@LilyFunds Not yet. They’re going in some unknown order so I’m not sure when they’ll present the bill. Shoild be coming back from dinner recess soon and then finish up before midnight

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Lily Funds@LilyFunds·3 Nis

@EraserheadCap Anything?

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Eraserhead Capital@EraserheadCap·2 Nis

@unemon1 @YahuCapital She even has history with raising capital for $ABVX, wouldn’t read too much into your “discovery”

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unemon@unemon1·2 Nis

@YahuCapital odd no?

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unemon@unemon1·2 Nis

$ABVX ... when u see M&A law firms drafting meaningless press releases u realize deal is imminent? And no, if co plans to raise money in June after data why would Cooley draft Press releases almost 3 months in advance?

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Eraserhead Capital@EraserheadCap·2 Nis

@jwtarheel @LilyFunds Ya that just means it was pushed from Tuesday to today

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JW@jwtarheel·2 Nis

@EraserheadCap @LilyFunds it looks like the bill was 'tabled'...is that your understanding?

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Eraserhead Capital@EraserheadCap·1 Nis

@jwtarheel @LilyFunds Nope, they even went to 11:30pm and still didn’t get to it. Will happen sometime tomorrow.

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JW@jwtarheel·1 Nis

@EraserheadCap @LilyFunds Checking in…any update on the GA Senate vote?

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ディスカバー

@Securitize @RWA_xyz @jwtarheel @LilyFunds @XorDev @Justopi14229518 @carlosdomingo @bcap