Top Tick

Canceled @Premium after multiple tags over 3 weeks with zero response. Incorrect spam label hurting @TopTickResearch visibility + now stuck in support form login loop. @Support @X, any human review? Independent researcher/creator, not spam. Any help before I leave @x altogether?

@cupofcoffeecap Clearly imo $SECZ is the best "pure play" way to play the theme. If tokenization is really going to breakthrough institutionally it will be regulated issuer sponsored tokens/funds not synthetics/wrappers. $SECZ partnered with NYSE, major transfer agents, major Wall St firms...

What's the best way to play the RWA and "tokenize the world" theme? Here is a rudimentary breakdown of how I'm seeing things: $SECZ seems like the most pure play and direct way of playing it. $FIGR is a HELOC/loan-originator on blockchain. I don't really want a loan origination business. $CRCL has USDC stablecoin but they're extremely interest rate sensitize and their current business model is effectively capturing the interest rate spread. I don't know how that doesn't get competed away. $COIN is leveraged to the crypto cycle and their so called tokenized securities aren't actual tokenized securities for the most part. $HOOD has a lot going on for it so it's not really a concentrated bet, they also have a similar issue when it comes to pseudo-tokenization. What else am I missing which is viable? I'd be remiss to not give a shout out to the TradFi exchanges like $ICE or others, as they're also adopting such tokenization practices, too. Thoughts?

@cupofcoffeecap @Brandonlutnick @cantorfitzgerld @carlosdomingo And maybe Cantor still will help, but my expectations were that this is a high quality company (not just a spac) and it would trade better off the jump. I was wrong which I stated and yes I am disappointed with the despac... as I am sure the Securitize team is as well.

@cupofcoffeecap @Brandonlutnick @cantorfitzgerld @carlosdomingo Summary: $SECZ is a leading co. in a megatrend that is just getting started. Not expensive based on the potential growth. Biggest pipe for a spac in yrs, some of the lowest redemptions you'll see. So NOT a normal spac. I thought @cantorfitzgerld would sell this better to WallSt

$SECZ down 50% from highs, and near 40% from first ipo trade. Truly a disaster despac by @Brandonlutnick @cantorfitzgerld. Still long all my shares, but wow did I misread this one and the support I thought it would have...@carlosdomingo every retail investor getting wrecked here.

@pocono2455 @Brandonlutnick @cantorfitzgerld @carlosdomingo Still this is a leading company in a mega trend with real growing revenues...probably the best spac deal in years. I think it works in the end, but shocked they couldnt get this deal better supported by institutions, with a 17m float as well. Staying long but shocked/disappointed

@TopTickResearch @Brandonlutnick @cantorfitzgerld @carlosdomingo Yep, same here. I swore never to buy spacs and early stage drug companies, and got suckered in on again

@FrankRi53999857 @Brandonlutnick @cantorfitzgerld @carlosdomingo I have no problem with @carlosdomingo tweeting. I am just surprised with the despac and that's not specifically his fault. I thought investors would support this name immediately and @cantorfitzgerld would better sell the story to institutions up front.

@TopTickResearch @Brandonlutnick @cantorfitzgerld @carlosdomingo lol. Don’t worry Carlos won’t stop tweeting no matter how stupid it makes him look.

@99QQ111971 @Brandonlutnick @cantorfitzgerld @carlosdomingo Yeah same. Haven't sold any $secz shares. Think it will work but damn was this despac a horror show. I mean 17m shares decided not to redeem, only to sell at losses, down to $7 almost immediately... makes no sense. Thought it'd be $15+ after despac.

@TopTickResearch @Brandonlutnick @cantorfitzgerld @carlosdomingo Down 41 percent myself. I will stay the coarse $SECZ.

@aridiculosidea @X @Support Same thing happened to me... @x @Support @premium I canceled premium. Not sure what is going on here as I got labeled spam but see more spam in my feed than ever before!

@X @Support Re: Want more people to see your reply? Subscribe to Premium to have your Replies boosted Restrict me all you want....you are not going extort $8 a month from me. If the label isn't gone soon, f' off. I'm done with X

@Brandonlutnick @cantorfitzgerld @carlosdomingo That said, it's only my own fault here as I should have waited till post despac to take the full position. I just didnt expect it to dump like this. Lesson learned. Still really disappointed in the despac.

@CryptoRick98 @Securitize Agree

I think the market is mispricing @Securitize $SECZ. Tokenized RWAs sit around $33B onchain today. Roland Berger's conservative model puts the market at $10T+ by 2030. Securitize is the first pure-play equity on that gap. The SPAC priced the company at $1.25B pre-money. The deal added roughly $400M in cash. Two weeks after the NYSE debut, the market cap is back to $1.24B. At current prices you're paying deal value and getting the cash raise for free. Meanwhile, the business: > $5.2B in tokenized assets, the #1 RWA platform (runs BlackRock's BUIDL) > Clients include BlackRock, Apollo, KKR, Hamilton Lane, VanEck > $69M revenue in 2025, guiding $110M for 2026. That's ~11x forward revenue > Announced recently: a partnership with Cantor, the #1 US IPO bank of 2025, to run onchain IPOs and follow-on offerings The 40% selloff since debut looks like classic post-SPAC turnover: redemption arb funds rotating out while insiders (who rolled 100% of their equity) sit locked up. Thin float, forced sellers, no fundamental news.

@_JasonFalls @PeterBordes @premium @Support @X Thanks guys... pretty depressing after putting in all the work here and getting labeled spam by @x @Support @premium @elonmusk

@PeterBordes @TopTickResearch @premium @Support @X 1000% agreed. One of the best research streams.

Canceled @Premium after multiple tags over 3 weeks with zero response. Incorrect spam label hurting @TopTickResearch visibility + now stuck in support form login loop. @Support @X, any human review? Independent researcher/creator, not spam. Any help before I leave @x altogether?

@traddrtweets Not yet

@TopTickResearch Do you have a copy of their Research by any chance?

Securitize - $SECZ initiated with a Buy at Rosenblatt, tgt $14

$SECZ @Securitize and Cantor Fitzgerald are bringing IPOs and follow-on offerings onchain.

$SECZ ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) after buying over 340k shares on Monday, ARFK bought another 113K shares of @Securitize yesterday.

@PeterBordes @ARK_Funds @Securitize They bought another 113k shares yesterday of $SECZ - FYI

Huge $SECZ indicator and conviction with @ARK_Funds $ARKF Blockchain ETF building a position in @Securitize. As they tokenize the finance industry infrastructure. Just getting started.

@traddrtweets sure does - tough to reconcile for me... I expected this to trade far better. still long, but disappointed... plan to hold until at least 2027. Need to give this a chance because if it works like it could could be a multi-bagger imo. NFA

@TopTickResearch Even with the positive news and low float, this trades awful

I wrote this thread in January about the ARK Invest bet on Securitize $SECZ. “While Securitize is currently a private ARK holding... this makes SECZ a likely candidate for inclusion in the ARK ETFs post-merger (ARKF/ARKK)." Yesterday $ARKF bought over 340,000 shares of $SECZ.

@SPACLiquidity Yep

$Ark bought 340K of $Secz. Man if this was 2021 this would have sent it lol