Joined August 2021
461 Photos and videos
Jun 12
Hi Marcus, can you provide a timeline of when we might see this? Thanks @marcuslemonis $BBBY
Like buy tokens.com and showing how the SAS works. Tokens.com #GatewayToRealEstateLiquidity @tZERO and @BedBathBeyond This would be fun to try. Let’s see
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May 31
I couldn’t comment so had to quote, you really think ice is going to use @tZERO patents after burning Tzero and doing a deal with securtize? Also, ice menmber off the board. I think that relationship is broken and done
NYSE will likely use tZERO patents to tokenize their exchange. Offering 24/7 trading & instant settlement. This will be roughly $115 million in revenue once it's fully rolled out. At a sass valuation of 30x that is $3.45 billion valuation just from toll booth patient fees.
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May 28
Ricky, @HumbleandH thinks we should get our on chat room because he doesn't like the negativity and that we should also leave pink shirt jock sniffers like Rich alone. Thoughts? @RavenRickGrime1
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Although I threw-up in my mouth a little bit posting this, #RickywasRight. $TZROP Credit where it’s due.
Ive been more directionally correct with my criticism than probably anyone. Things that used to be shocking for bros to hear and would make them so angry, they now agree and say all the time. 🤷🏻‍♂️
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Apr 30
Replying to @tZERO
@tzero has played by the rules harder than anybody. The ONLY time they colored outside the lines is when it was time to screw over their long-term funders and supporter. $TZROP Excuses are off the table now @Alan_Konevsky needs to deliver quickly.
Replying to @RavenRickGrime1
Crazy, they were more roman than the pope and cost us everything @Alan_Konevsky . If this mantra and culture remains in place there is no chance of success. Ignorant and little respect to capital allocators @tZERO
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Apr 30
@Alan_Konevsky can talk at all the small time conferences put on by companies with 12 X followers but that’s not going to move the needle. Compliance, compliance, compliance yet @securtitze landing all the majors deal. @tZERO $TZROP

ALT Do Something Comeon GIF

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Apr 30
Will @tZERO land any major deals before it’s to late? Not zero sum but securitize (scummy as they may be) seems to be taken a lot of market share and big name partners. $TZROP
Validating step for on-chain equity - particularly direct onchain issuer led tokenization which we believe in. Computershare’s ISTs bring tokenized shares directly into issuers’ capital structure with compliance and control intact. tZERO’s end to end infrastructure stack for regulated issuance, ATS trading, settlement, and regulated onchain custody delivers the full lifecycle issuers need today - as we work with issuers and other partners ready for production-grade tokenization. The path of this industry is not zero sum.
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Apr 24
I’m old enough to remember when $TZROP was considered the flagship token @tZERO and was supposed to be an example of what tokenized assets could do. $BBBY @marcuslemonis
Thrilled to deliver on next steps in our promise to fully tokenize tZERO Group, Inc.’s flagship private markets asset and transition it to our special purpose broker-dealer custody, one of only two in the US. accessnewswire.com/newsroom/…
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Doc34 retweeted
Apr 24
In my view, a single “snapshot” can answer what something looks like today. But serious capital often evaluates more than that. When looking at structures like TZROP , frameworks I look at: • post-conversion ownership % • outcomes across scenarios • capital stack positioning • dilution sensitivity • MOIC / return alignment • participation in upside Not a conclusion — just the lenses I find relevant.
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Apr 23
This is a guy who can get things done. Wish I could’ve invested in him/this company early. @tZERO $TZROP
In under 6 months, /mkt: — Formed a broker-dealer — Filed Form BD — Submitted Form NMA — Integrated tZERO's ATS — Underwrote 100 athletes — Shipped a working trading platform Team of 10 . Under $1M deployed. Founder-funded. Now raising Series A.
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Apr 22
These last couple weeks @tZERO has put on a masterclass of how to alienate all your long-time investors/supporters,If the $TZROP conversion doesn’t get bumped any higher, the majority who’ve cheered this company on for so many yrs will be deflated. @Alan_Konevsky @marcuslemonis
Dont know but I guess the wrong man to ask. My math is according to some very wrong (mostly by people with different books) but there never was any real engagement other than @StephaneDeBaets which I appreciated. The name calling, aggressive insults and disclosure of personal position and information have been beyond. I am out there with a real account and rep. The dollars invested in pref and ord are worth more than dollars invested in $tzrop is the rationale of the @tzero Board. Even while we are the ones that need to make changes to the current agreements in place @Alan_Konevsky . Think about that in the light of the cap table. An instrument that should have never been marketed as such to retail. I question a lot of things. Remember how they treated you for the last 7 years and how they deal with you here today with all the threats and scare tactics. The democratize finance mantra is gone here. My vote remains NO. Why vote yes? At least i have a legal position to fight for in the future. I fought for the $tzrop holders and rightly so. Others should have joined that one for a fair treatment of retail holders. We were there at reasonable terms and wanted the business to continue. Even wanted to allocate more capital in order to resolve in an amicable way. The greed on the other side was too big though, an almost free reset for the people responsible for this mess. I wish @tzero the best. Assume they got the vote. Insiders will know, ask them. It was a convoluted vote in any case. For now time some people reflect. Including me? Yeah maybe but at least I have a clean conscience. Good luck
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Doc34 retweeted
Apr 22
Beyond thankful you are with us @JeroenMensen
Replying to @tZERO
@TZERO raised capital at $7.00 per $tzrop token. TZERO raised $0.55 per pref B share 4yrs later. Fair match if we convert at 12.73 pref B shares per token. $tzrop downgrades in seniority, loses revenue dividend etc. Stop all the scare tactics and exclusive spaces. Get on with it
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Apr 21
What lasted longer, @AlderLaneEggs space call today or him wanking it to @TaraBull doing butt stuff on her computer?? $TZROP @tZERO Just remember folks, everyone is a moron expect for him. The guy that brought us DG and the 3yr secret plan, thinks he can tell us how to vote.
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Apr 20
Apr 20
DISCLAIMER: This is my personal opinion only, based solely on tZERO’s public materials and Jeroen’s breakeven framework. It is NOT legal, tax, investment, or financial advice. I am not soliciting votes, proxies, or any action. I am a TZROP holder sharing my own analysis. Everyone should read the official tZERO documents (including the Dahn report), review all assumptions, consult their own advisors, and make their own independent decision. PFD A’s, PFD B’s, and Common are not the same instrument. They are different equity securities issued by the same company, with potentially different economic, liquidation, conversion, voting, information, and transferability rights. That matters here. In my view, it is too simplistic to treat a thin OTC quote as the full answer for TZROP value. TZROP traded in a constrained market with limited liquidity, limited access, and limited price discovery. So I view quoted price as one data point, not a complete measure of underlying economic value. By comparison, the original TZROP raise brought in roughly $134M in a regulated offering at prices up to $10 per token. I am not saying that means TZROP is automatically worth $10 today. I am saying original capital formation at scale is, in my opinion, a more meaningful reference point than thin secondary trading alone.
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Doc34 retweeted
Agreed. 3 prefs 14 ords results in alignment with ordinary and pref shareholders. It would solve it for me and thereby enabling future alternatives. 3 was an insult, 3 8 cheap, 3 14 the right thing to do. @tZERO $tzrop
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Doc34 retweeted
Honestly @Doc3411 , if the people in charge were smart, they would throw in another 6 commons, get this to 14 on top of the 3:1 and everyone would be fine with it and this would be done. What I think some people realize, and others don't, is that yes retail was naive, and they were taken advantage of for years with lies and broken promises. But here's the problem: now you have people who are both stupid and furious, and that is a genuinely dangerous combination. Frankly, it's a recipe for destructive behavior. So take it from one of the more level-headed TZROP brothers yes, still stupid, but level-headed enough to have taken anger management classes let's get 6 more in there, call it a day, take all the anger and lawsuit threats off the table, and move forward together.
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Apr 20
The softest guy on the internet, Marc Cohodes strikes again, 7yrs following and listenting to him & speak out once when he try’s to jam and awful @tZERO deal down our throats. For “Joe six pack” my ass. Compete fraud when the cards were on the table. $TZROP
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Apr 16
GM all, so there’s no confusion, due to fantastic analysis by @JeroenMensen & @hawk4075 on @tZERO the $TZROP counter ask is 18-21:1. This has the support of many. @Alan_Konevsky @marcuslemonis $BBBY
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Apr 15
Apr 15
Replying to @hawk4075
From the breakeven math: • Pref B ≈ $113M • Common ≈ $298M • TZROP (3:1) ≈ $1B That’s not just a difference — that’s a completely different participation curve.
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"It's our call. 10 is the floor not the ceiling" $TZROP
That’s not my call. It’s our call . 10 is the floor not the ceiling
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Apr 13
Maybe not the best time. $TZROP conversion. @tZERO
Are you the rugpuller or the rugpullee?
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