$CEPT / @Securitize IMO is the only real pure play on tokenization. • $4.33B tokenized AUM already. • Powers @BlackRock $2.58B BUIDL fund. • Hand-picked by the @NYSE to build their tokenized securities platform. • Just announced a game changing partnership with @Computershare, the world’s largest transfer agent, to let thousands of U.S.-listed companies issue real tokenized shares alongside traditional stock. • Revenue for the 9 months ended Sept. 30, 2025 came in at $55.6M, up 841% YoY vs. $5.9M in the same period a year earlier. Full year 2024 was just $18.8M, meaning they nearly tripled the whole prior year in three quarters. • Management guided $16M EBITDA for all of 2025 (23% margin), but Securitize had already delivered $25M of EBITDA in just the first 9 months, at 45% margins, nearly double the projected rate. • Investors but not limited to: @ARKInvest @BlackRock @bcap @MorganStanley @Tradeweb @Aptos @AvaLabs @blockchain @circle @cbventures • Lockup is CLEAN. No warrants, 6 month lockup period post merger, and 100% of early investors are rolling equity. With downside(NAV) only at $10.43. Fully committed $225M pipe Most SPAC targets of the last 5 years went public with zero revenue and projections built on vibes. Securitize is coming in already profitable, beat and raising, with blue-chip clients like BlackRock, Apollo, and Hamilton Lane already on the platform​​​​​​​​​​​​​​​​. Disclosure: Currently own 35K commons at $11.53.

Just get it passed

🔔 ASSET_ACQUISITION_OPTION — Sadot Group Inc. $SDOT (8-K) Sadot Group Inc. (SDOT) signed an exclusive 6-month option agreement to acquire 100% of 7 California residential real estate LLCs (147 units) for an aggregate equity value of $69.5M (total portfolio v… More in profile

$MBAV MBAVU MBAVW - M3-Brigade Acquisition V Corp. Announces Cancellation of Extraordinary General Meeting of Shareholders to Approve Business Combination](tradewirellc.ddns.net/api/pr…)

Wow, good job collecting all these @0xGabe_. We have certainly been busy the last 6 months, and more are coming in the next 6 ones!!

$CEPT / @Securitize solves this

A $1.3 trillion fixed-income market is migrating onchain. @Securitize is bringing tokenized AAA CLOs to Solana, in collaboration with @BNYglobal. @ethena is allocating $250M. When the biggest institutions move, they pick one chain. Solana.

🚨BREAKING: @Securitize has launched STAC, its tokenized AAA CLO fund, on @Solana, backed by Bank of New York Mellon as custodian and sub adviser, with @ethena Labs planning a $250M allocation into the product.

$CEPT / @Securitize

$GRAF / Big3 League

$CEPT CEPT $SECZ - @Securitize Expands STAC, Tokenized AAA CLO Fund, to Solana](tradewirellc.ddns.net/api/pr…)

This is correct. The @SECGov just sold out the retail investor so they could move forward with their tokenized Field of Dreams.

the SEC just proposed rescinding Rule 611 of Reg NMS, the trade-through rule that has defined US equity market structure since 2005 this is a tradfi story, yes, but this is also one of the biggest unlocks yet for tokenized stocks 👇

TRUMP SAYS HORMUZ STRAIT WILL REOPEN UPON DEAL SIGNING, EXPECTS AGREEMENT TO BE CONCLUDED QUICKLY, AND CONFIRMS CALLS WITH NETANYAHU AND LEADERS OF QATAR, UAE AND SAUDI ARABIA.

TRUMP ANNOUNCES GREAT SETTLEMENT WITH IRAN, WITH DEAL SIGNING EXPECTED IN EUROPE WITHIN THE NEXT FEW DAYS.

$AVAT: Avalanche Treasury Co. Lists on Nasdaq With Differentiated Approach to Ecosystem Investment

Grabbed 4K commons this morning. 2.2M trust(tradable float) and a data center infra target. I like the upside with Nav (downside) around mid $11’s. $SPKL / @zincfiveinc

@citi just announced that they’d be launching tokenized equities of private companies. Super big news, imo. Remember when I said we have barely scratched the surface of the stocks offchain. This is the way to go! h/t: @WuBlockchain

And the $SPKL float is small at 2.24M shares. I just bought some commons and $SPKLW warrants per @listingtrack Phil Hellmuth is one of the sponsors as well lol

$SPKL: This looks interesting… Reasonable valuation, revenue doubled, and working with Corscale, ABB, and Vertiv potential hyperscaler for data center solutions.

$SPKL Whiffed on Kneron but at first glance DA with ZincFive is actually interesting. AI data center power infrastructure nickel-zinc batteries $100M committed PIPE. • $752M pro forma EV • ~$100M committed PIPE • Min cash satisfied by PIPE • ~$66.9M 2025 rev • Rev doubled YoY • ~$81M backlog • Nearly 2GW shipped/contracted globally $VRT / Vertiv added ZincFive UPS battery cabinets to its data center backup power portfolio in North America EMEA, and said product was already deployed at several major data center sites.