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/toptic…

ICYMI from January - My thread on Why Cathie Wood and @ARKInvest are betting big on Securitize $CEPT ➡️ $SECZ. The ARK Venture Fund (ARKVX/ARKSX), holds @Securitize alongside giants like SpaceX $SPCX, OpenAI and Anthropic👇 7th post in thread has a free article.

$CEPT 🔜 $SECZ @Securitize the true pure play on the upcoming Tokenization Theme. The more adoption of Tokenization the better for $CEPT and tokenized ecosystem. Citigroup Is Rolling Out Tokenized Shares of Private Companies. 👇 wsj.com/finance/banking/citi…

$CEPT - Benchmark reiterated a Buy rating on @Securitize 👇 Benchmark analyst Mark Palmer argued that the key question for investors is not whether real-world asset tokenization will occur, but who will control the rails supporting it. "On that question, Securitize has separated itself from the field, in our view," Palmer wrote in the note. $CEPT 🔜 $SECZ.

$CEPT The biggest signal at @Securitize may not be tokenized AUM. It may be who they’re hiring from: PayPal. Nasdaq. SEC. J.P. Morgan. Coinbase. Chainlink. These aren’t crypto startup hires. They’re capital markets hires. Free article, why this matters toptickresearch.substack.com… $CEPT 🔜 $SECZ.

$CEPT / @Securitize President @Observatory13 says he thinks the future of tokenization and onchain finance may dwarf all that came before. "We haven't seen anything like it for 20 years," Redfearn said on @StrataMedia_'s @_TalkingTokens 👇 Long $CEPT ➡️ $SECZ. NFA.

$WLAC now $BRUN, one of the best recent SPACs did not start running higher until the SEC declared its S4 effective in April (went from $11 to >$42 at its peak). $CEPT, the best SPAC of recent memory imo, just had its S4 declared effective last week... Can CEPT follow in their footsteps? NFA. DYOR. Also, probably won't happen... but as a shareholder I can dream!

$CEPT @Securitize: #1 RWA platform by both value market share (per @TokenRelations) 👇 Soon to be $SECZ — NFA. Tokenization/RWAs the next mega theme?

$CEPT rolling on @solana. 👇 @Securitize tokenized assets on @solana up 75% in 30 days to >$600M. Real capital flowing into regulated RWAs (BUIDL, ACRED, etc.) on a high-performance chain.

$CEPT ➡️ $SECZ "...one of the first large-scale tokenization companies listed on a major U.S. exchange, potentially increasing visibility for the rapidly expanding digital asset sector."👇 ✅My Take: The tokenization mega theme about to begin. $CEPT is the purest public proxy.

$CEPT - from the @Securitize CEO's mouth... $CEPT merges into $SECZ (Sexy! - what a ticker) at the end of June...👇

$CEPT ➡️ $SECZ Should be completed by end of June🚀👇 "This marks another important milestone for @Securitize and for the broader institutional adoption of tokenization," said Carlos Domingo, Co-Founder and Chief Executive Officer of Securitize. "Over the past several years, we have built regulated infrastructure designed to bring capital markets onchain in partnership with many of the world's leading financial institutions. Becoming a public company would position Securitize to continue scaling that infrastructure globally as tokenization increasingly becomes part of mainstream financial markets."

$CEPT - Securitize and Cantor Equity Partners II Announce SEC Declaration of Effectiveness of Registration Statement on Form S-4 prnewswire.com/news-releases…

$CEPT - @Securitize Bullish Read-Through:👇 @WSJ reports JPM, Citi, BofA, Wells Fargo and other major banks are launching a tokenized deposit network via The Clearing House in H1 2027. More on-chain money movement could increase the utility and adoption of tokenized RWAs and securities over time. Banks aren't fighting tokenization anymore, they're investing in the infrastructure required to support it. Positive development for Securitize ($CEPT) and regulated RWAs imo. wsj.com/finance/banking/jpmo…

I think this is very bullish for $CEPT / @Securitize - I will have a breakdown of my thoughts on why tomorrow... "JPMorgan, Citi and Big Banks Plan New Tokenized Deposit System" wsj.com/finance/banking/jpmo…

$CEPT - @Securitize is embedding governed AI agents directly into its internal data stack.👇 Analytics. Data quality. Lineage. Self-serve insights. All in a fully audit-ready environment. This is how regulated fintechs are operationalizing AI, inside core data and governance infrastructure. AI is becoming an internal operating layer, not a product story. A real infrastructure shift. More on this internal AI regulated infrastructure theme in a future Substack as we approach the $CEPT merger.