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Top Tick

@TopTickResearch

Investing 30+ yrs | Ex-IB → Family Office CEO/CIO → Now self-managing + research on fintwit/Substack | https://t.co/3eN2H531Zm | NFA

Katılım Haziran 2022
623 Takip Edilen402 Takipçiler
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Top Tick
Top Tick@TopTickResearch·
Proud to share my research on Securitize, Inc. $CEPT ➔ $SECZ post de-spac: Powering The Future Of Tokenized Financial Markets - Why This Tokenization Pure-Play is My Most Exciting Stock To Own for 2026 - open.substack.com/pub/toptickres…
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Nate Geraci
Nate Geraci@NateGeraci·
Tokenization will be as disruptive to asset management as ETFs were to mutual funds… Will basically be adapt or die a slow death.
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Top Tick
Top Tick@TopTickResearch·
@SPAC_Infleqtion Early yes, but coming fast imo. By mid/late 2026 I think it will be the biggest theme on Wall Street and $cept is the pure play exposure to the trend.
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Top Tick
Top Tick@TopTickResearch·
@SPAC_Infleqtion Still believe $cept will be the best performing despac of 2026. NFA.
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Top Tick retweetledi
ZPO🎖
ZPO🎖@SPACLiquidity·
AMA#106 with @carlosdomingo Carlos Domingo CEO of Securitize ( $CEPT --> $SECZ) 3/27/2026 10 am Eastern LIVE! r/SPACS
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ZPO🎖
ZPO🎖@SPACLiquidity·
Industry analysts just handed you the $CEPT / @Securitize bull thesis for free: “Industry analysts note that this year’s IPO focus is shifting toward financial infrastructure, regulatory compliance, and consistent revenue models, rather than purely trading-driven platforms.” Read that again. Now tell me what company checks all three boxes: → Financial infrastructure- SEC-registered transfer agent, the backbone of tokenized asset issuance. → Regulatory compliance- built inside the regulatory perimeter from day one, not retrofitted. → Consistent revenue-BlackRock, Hamilton Lane, and Franklin Templeton aren't going anywhere. Kraken pauses. Circle $CRCL raises billions. Gemini raises billions. And @Securitize / $CEPT quietly becomes the rails every one of them runs on. The cycle is rotating to infrastructure. IMO $CEPT / @Securitize is the trade. #RWA #Tokenization Disclosure: I’m not a financial advisor and do your own research.
TENET RESEARCH@tenet_research

KRACKEN PAUSES MULTIBILLION-DOLLAR IPO AMID TOUGH MARKET CONDITIONS Kraken has frozen its planned IPO, originally filed confidentially with the US Securities and Exchange Commission in November, citing difficult market conditions. The proposed offering aimed to raise $800 million at a $20 billion valuation, but sources indicate Kraken may revisit the IPO once the market environment stabilizes. The pause comes after a strong 2025 for crypto IPOs, with firms like Circle, Bullish, and Gemini raising a combined $14.6 billion. Industry analysts note that this year’s IPO focus is shifting toward financial infrastructure, regulatory compliance, and consistent revenue models, rather than purely trading-driven platforms. Arjun Sethi, co-CEO of Kraken, is leading the company through this strategic delay.

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Bubba
Bubba@AConfidenceGame·
5 decent growth stories for the next 3 years: 1. Human fatness = Obesity drugs 2. Debt explosion = Gold 3. AI buildout = Data center plumbing (chips, components, cooling, security 4. Tokenization = platform enablers ($CRCL, $CEPT, $GLXY, etc.) 5. War = Drones, Lasers
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Top Tick
Top Tick@TopTickResearch·
@RwaLlama @grahamfergs It always points back to @Securitize when it comes to regulated tokenization... $CEPT A possible sleeping giant as it enters the public stock market imo.
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RWA Llama
RWA Llama@RwaLlama·
This is the clean read. DS Protocol was built exactly for this regulatory moment - compliance at the execution layer, permanently. The SEC just named the category; the architecture to serve it has been live for years.
Jorge Serna@jserna

You can hear @0xJHan here talk about @eulerfinance integrating DS Tokens into their protocol. For those that read the @SECGov release yesterday, “DS” means “Digital Securities” - so for a compliant DeFi model, this is the blueprint.

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Top Tick
Top Tick@TopTickResearch·
I mean it is basically trading at the highest price of any SPAC with an announced definitive deal... not much volume... @carlosdomingo has repeatedly said they will close this once SEC signs off... and they should as this would give @Securitize a ton of capital to pursue M&A right away and get name recognition as the first pure play tokenization play, which in and of itself has value in public markets.
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Top Tick
Top Tick@TopTickResearch·
Did @Securitize CEO Carlos Domingo just drop a subtle but huge hint about the company’s global exchange strategy? $CEPT Thread🧵below (article link at the end). A specific comment at 29 minute mark of his latest interview caught my ear.👂 If you read between the lines, it may reveal who could run the infrastructure layer beneath tokenized stock markets. (1/5)
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DUKΞ
DUKΞ@thedukekim·
Once a week, I get an inbound from someone who is the "head of tokenization" and is looking to partner with us. The weird thing is that their request is always something like, "I'm searching for partners to tokenize, ensure compliance, help distribute, and help integrate into Defi." So....what are they doing, exactly?
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Top Tick
Top Tick@TopTickResearch·
@BourbonCap $CEPT @Securitize the world’s leading regulated tokenization platform... coming public thru a SPAC. Tokenization is the next big theme on Wall Street and this is profitable and grew >800% yoy.🚀
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Bourbon Capital
Bourbon Capital@BourbonCap·
Which stocks in the $1–15B market cap range are you buying?
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Top Tick
Top Tick@TopTickResearch·
@thedukekim @grahamfergs @tempo I have a Substack article I sent to paid subs on this exact topic a few weeks back... will publish it broadly for free in the next month or so. Stay tuned.
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DUKΞ
DUKΞ@thedukekim·
@grahamfergs @tempo I know we aren't due to catch up until Friday, but I've been thinking a lot about this as well. All assets tokenized = all assets can be fully utilized. All tokenized assets managed agentically in vaults = your wealth is fully maximized
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Graham Ferguson
Graham Ferguson@grahamfergs·
Agentic payments are tokenization's end game. This is how forward-thinking institutions will transfer value with trust, scale and 24/7 availability. One of many reasons I am bullish on @tempo.
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Top Tick
Top Tick@TopTickResearch·
@99QQ111971 @CryptotwitsHQ @carlosdomingo $CEPT also has the largest fully committed common equity PIPE at $10/share ($225m committed) for a SPAC operating business in any industry since the 2021 peak. This is a massive vote of institutional confidence.
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Top Tick
Top Tick@TopTickResearch·
@99QQ111971 @CryptotwitsHQ @carlosdomingo Yeah once this $CEPT despacs I think many more people will find it... and once investors dig in I think they will realize the massive upside potential for this company as the pure play on regulated tokenization. NFA.
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Andy
Andy@andyyy·
If the tokenization thesis is correct and trillions of dollars of new assets move onchain in the coming years, which company will benefit the most?
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Wolf of Tokenz
Wolf of Tokenz@wolfoftokenz·
That is massive nice write up sir. I was looking into the profit model with the four legs of profit. If this was introduced in the infrastructure layer, huge. It's my understanding that 1 leg of profit involves the transfer, buy, or sell of any tokenized asset that securitize tokenizes...
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Smoke&Mirrors
Smoke&Mirrors@aridiculosidea·
@TopTickResearch Like we discussed. If $CEPT @Securitize was a poker hand, I'd say it's "King, King" & someone has pushed all in. Sure they may have "Ace Ace" or "Ace King" & spike that Ace, or have a pair & hit the set, but if you aren't going to play "King, King", what are you waiting for?
GIF
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Top Tick
Top Tick@TopTickResearch·
Domingo also says major exchanges are launching tokenized equity initiatives. Some announced. Some not yet announced. This implies the industry may be further along — and more coordinated — than the market realizes. Through partnerships, dialogue, or regulatory work, it implies @Securitize $CEPT is operating close to the center — possibly already involved behind the scenes. (4/5)
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Keşfet

@NateGeraci @grahamfergs @Securitize @SPAC_Infleqtion @carlosdomingo @SPACLiquidity @AConfidenceGame @RwaLlama