Mehdi Farooq

Tokenomics advisory pitches here, please, rather than through DMs. docs.google.com/forms/d/e/1FAI… If you are working on decentralized physical infrastructure with crypto incentives (e.g., Web3 - Uber, Deliveroo, 5G network, Airbnb, Solar grid, etc.), would love to chat Thanks.

@eToro at $29 is one of the clearest asymmetric setups in listed fintech. Bear case $45 (+55%). Base case $53 (+83%). Bull case $110 (+279%). Net cash of $1.3B means you can't lose much more even in a disaster scenario. Founder-controlled. Buybacks active. AI roadmap real and shipping. US barely started. Robinhood is great but expensive. Hyperliquid is a clever DEX with a token that thinks it's an equity but again expensive eToro is a profitable, cash-rich, founder-led global broker trading at a CFD platform multiple. The market is wrong. It won't be wrong forever. $ETOR

The product roadmap is the bull case you're not pricing in. - US Smart Portfolios (H1 2026, pending RIA licence) - Agent Portfolios — AI autonomous trading launched March 2026 - Prediction markets with Polymarket/Kalshi (Q3/Q4 2026) - 100,000 tradable assets by end-2026 (up from 6,200 today, via AI onboarding) - Tokenised equities on Ethereum - eToro App Store — developer ecosystem, platform economics - CopyTrader launched in the US in October 2025. First full year in 2026. Every one of these is an ARPU expansion lever in a market of 160M US investors where eToro currently has 300,000 funded accounts.

eToro ($ETOR) is the most mispriced stock in fintech and crypto right now. $29/share. $2.4B market cap. $1.3B net cash. $216M net profit. Zero debt. You're paying 4x EBITDA for a profitable, growing, founder-controlled broker with a 40M user social trading moat. Thread.

@KyleSamani @YuvalRooz its @canton_loop cantonloop.com

Hey @YuvalRooz

Cancore Joins Canton Network as Validator We are pleased to announce that Cancore, a settlement layer connecting @CantonNetwork to public blockchain liquidity, has joined the network as a Validator, operated by our partners at @FiveNorthHQ. As Canton continues to bridge traditional finance and digital assets, Cancore enhances this vision by enabling trust-minimized, atomic cross-domain settlement and efficient access to external liquidity, while maintaining the integrity of Canton-native workflows. This development represents an important step in advancing scalable, institutional-grade financial use cases on the Canton Network.

@Jeremybtc Accumulating Emaar, Aldar, Dewa and Salik :) x.com/MehdiFarooq2/s…

Buying into Dubai’s stock market could be the most generational opportunity of the next decade Most people won’t realize it until it’s too late 🇦🇪

Everyone is panic selling Emaar. I'm buying. Here's what the market is getting wrong about $EMAAR at AED 10.65 👇

Bear case target: AED 15.80 - still +48% from here. P/E 5.7x · 9.4% yield · 62% NAV discount · near 52-week lows. At some point, value is just value. Also, Aldar Properties, Salik and DEWA are other interesting names on my list

History says this is the entry.Emaar's LT average NAV discount is 57%. COVID trough was 75%. Today it's 63% - on a fundamentally stronger balance sheet with a larger backlog and a dividend commitment that didn't exist in 2020.

The first settlement layer connecting @CantonNetwork to public blockchain liquidity 🔗 CC ⇄ ETH. CC ⇄ USDT. CC ⇄ USDC. Coming soon.

🔔 Partnership Announcement: Liquid Token Investor Day - Abu Dhabi 🇦🇪 Excited to welcome @hypersphere_, one of the leading funds in the space, as an official partner for the day 🤝 Great to partner with @jackbplatts, @MehdiFarooq2 & team who have been a long-time supporters!