# ![@EraserheadCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1610302045117898752.png) @EraserheadCap Eraserhead Capital

Eraserhead Capital posts on X about $cept, $secz, $evlv, $alts the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1610302045117898752/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610302045117898752/c:line/m:interactions.svg)

- [--] Week [-----] +40%
- [--] Month [-----] +23%
- [--] Months [------] +219%
- [--] Year [------] +426%

### Mentions: [--] [#](/creator/twitter::1610302045117898752/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610302045117898752/c:line/m:posts_active.svg)

- [--] Week [--] -61%
- [--] Month [--] +59%
- [--] Months [--] +254%
- [--] Year [---] +483%

### Followers: [---] [#](/creator/twitter::1610302045117898752/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610302045117898752/c:line/m:followers.svg)

- [--] Week [---] -0.54%
- [--] Month [---] +4%
- [--] Months [---] +55%
- [--] Year [---] +116%

### CreatorRank: [---------] [#](/creator/twitter::1610302045117898752/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610302045117898752/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  25% [cryptocurrencies](/list/cryptocurrencies)  19% [stocks](/list/stocks)  8% [exchanges](/list/exchanges)  6% [technology brands](/list/technology-brands)  2% [countries](/list/countries)  2% [currencies](/list/currencies)  1% [musicians](/list/musicians)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[$cept](/topic/$cept) #5, [$secz](/topic/$secz) #1, [$evlv](/topic/$evlv) 12%, [$alts](/topic/$alts) 12%, [$55m](/topic/$55m) #12, [$wlfi](/topic/$wlfi) 9%, [vbill](/topic/vbill) #1, [$75m](/topic/$75m) 5%, [$91m](/topic/$91m) 5%, [$1068m](/topic/$1068m) #1

**Top accounts mentioned or mentioned by**
[@securitize](/creator/undefined) [@rwaxyz](/creator/undefined) [@stoicpoint](/creator/undefined) [@worldlibertyfi](/creator/undefined) [@vikmittal](/creator/undefined) [@odddiligence](/creator/undefined) [@rwaum](/creator/undefined) [@valwithcatalyst](/creator/undefined) [@spacuity](/creator/undefined) [@alt5sigma](/creator/undefined) [@blangb](/creator/undefined) [@apompliano](/creator/undefined) [@securitizes](/creator/undefined) [@spacanpanman](/creator/undefined) [@capitalhubens](/creator/undefined) [@cryptowinnies](/creator/undefined) [@tarbay14](/creator/undefined) [@spactrack](/creator/undefined) [@steve2bacon](/creator/undefined) [@zhc002](/creator/undefined)

**Top assets mentioned**
[World Liberty Financial (WLFI)](/topic/$wlfi) [Cronos (CRO)](/topic/$cro) [Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM)](/topic/$cccm) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [ProCap BTC (BRR)](/topic/$brr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"RT @CitronResearch: $CEPT $COIN Yesterdays Coinbase call confirmed it: the "Everything Exchange" is their #1 priority for [----]. This isn't"  
[X Link](https://x.com/EraserheadCap/status/2022359554478985286)  2026-02-13T17:17Z [---] followers, [--] engagements


"@Securitize 01/20/26 $CEPT $SECZ @Securitize #RWAUM: $2959416135.96 (-1.54%) 📈: HLSCOPE: $9.07m (0.66%) STAC: $106.5m (0.03%) ACRED: $134.5m (0.11%) 📉: MI4: $170.7m (-4.65%) BUIDL: $1.68b (-2%) EXOD: $148m (-0.72%) EXODB: $314.3m (-0.72%) VBILL: $75m (-0.18%) BCAP: $356.7m (-0.05%)"  
[X Link](https://x.com/EraserheadCap/status/2013863151083704621)  2026-01-21T06:36Z [---] followers, [---] engagements


"@Securitize @RWA_xyz 01/28/26 $CEPT $SECZ @Securitize #RWAUM: $2924702638.59 (-0.9%) 📈 MI4: $166.5m (1.4%) BUIDL: $1.71b (0.19%) HLSCOPE: $9.1m (0.07%) ACRED: $135.9m (0.06%) STAC: $106.6m (0.01%) VBILL: $78.6m (0.01%) 📉 EXOD: $402m (-7.43%) Looks like yesterday's jump was a glitch @RWA_xyz"  
[X Link](https://x.com/EraserheadCap/status/2016771173166571675)  2026-01-29T07:11Z [---] followers, [---] engagements


"$CEPT takes one more step closer to becoming $SECZ https://t.co/rBQqQ8N98v https://t.co/rBQqQ8N98v"  
[X Link](https://x.com/EraserheadCap/status/2016636671907791144)  2026-01-28T22:17Z [---] followers, [---] engagements


"An amazing overview on the history and use cases of tokenization and how @Securitize plays a pivotal role. A good primer for understanding what direction financial market technology is heading $CEPT $SECZ New Talking Tokenization episode with @SecuritizeBilly COO of @Securitize goes deep on: - Why transfer agents actually matter - Tokenization maturing into serious assets - What onchain issuance can bring users and more Full episode below on @_TalkingTokens: https://t.co/lT5hz51Utm New Talking Tokenization episode with @SecuritizeBilly COO of @Securitize goes deep on: - Why transfer agents"  
[X Link](https://x.com/EraserheadCap/status/2017143445836488749)  2026-01-30T07:50Z [---] followers, [---] engagements


"@Securitize @RWA_xyz 01/30/26 $CEPT $SECZ @Securitize #RWAUM: $2712038069.91 (-1.35%) 📈: STAC: $106.7m (0.05%) 📉: HLSCOPE: $5.5m (-39.17%) EXOD: $367.2m (-6.37%) BUIDL: $1.7b (-0.48%) VBILL: $78.6m (-0.43%) ACRED: $135.7m (-0.07%)"  
[X Link](https://x.com/EraserheadCap/status/2017826700357226988)  2026-02-01T05:05Z [---] followers, [---] engagements


"@Securitize @RWA_xyz 01/29/26 $CEPT $SECZ @Securitize #RWAUM: $2915175715.49 (-0.33%) 📈: VBILL: $78.9m (0.33%) STAC: $106.7m (0.02%) HLSCOPE: $9.1m (0.02%) BUIDL: $1.71b (0.01%) 📉: EXOD: $392.2m (-2.44%) ACRED: $135.8m (-0.06%)"  
[X Link](https://x.com/EraserheadCap/status/2017134600472993902)  2026-01-30T07:15Z [---] followers, [---] engagements


"@Securitize @RWA_xyz 02/02/26 $CEPT $SECZ @Securitize #RWAUM: $2825536807.83 (-1.22%) 📈: BUIDL: $172.3m (1.19%) VBILL: $78.8m (0.26%) HLSCOPE: $5.5m (0.05%) STAC: $106.8m (0.04%) 📉: EXOD: $313.7m (-14.59%) BCAP: $352.9m (-0.51%)"  
[X Link](https://x.com/EraserheadCap/status/2018900258290651543)  2026-02-04T04:11Z [---] followers, [--] engagements


"@Securitize @RWA_xyz 02/03/26 $CEPT $SECZ @Securitize #RWAUM: $2830911072.67 (0.19%) 📈: BUIDL: $1.75b (1.46%) ACRED: $135.8m (0.12%) STAC: $106.8m (0.01%) VBILL: $78.8m (0.01%) HLSCOPE: $5.5m (0.01%) 📉: EXOD: $293.7m (-6.35%)"  
[X Link](https://x.com/EraserheadCap/status/2019572323851075726)  2026-02-06T00:42Z [---] followers, [--] engagements


"@Securitize @RWA_xyz 02/04/26 $CEPT $SECZ @Securitize #RWAUM: $2840130144.78 (0.33%) 📈: EXOD: $300.2m (2.2%) BUIDL: $1.75b (0.16%) ACRED: $135.9m (0.03%) STAC: $106.8m (0.01%) VBILL: $78.8m (0.01%) HLSCOPE: $5.5m (0.01%) 📉: (none)"  
[X Link](https://x.com/EraserheadCap/status/2019574644785967400)  2026-02-06T00:51Z [---] followers, [---] engagements


"@Securitize @RWA_xyz 02/05/26 $CEPT $SECZ @Securitize #RWAUM: $2836892524.03 (0.5%) 📈: BUIDL: $1.78b (2.89%) HLSCOPE: $5.5m (0.01%) 📉: EXOD: $264.3m (-11.96%) VBILL: $78.7m (-0.14%) ACRED: $135.8m (-0.03%) STAC: $106.8m (-0.01%)"  
[X Link](https://x.com/EraserheadCap/status/2020005681286226047)  2026-02-07T05:24Z [---] followers, [---] engagements


"@Securitize @RWA_xyz 02/06/26 $CEPT $SECZ @Securitize @RWAUM: $2865139735.48 (1.65%) 📈: EXOD: $296.3m (12.1%) BUIDL: $1.81b (1.36%) ACRED: $135.9 (0.02%) VBILL: $78.7m (0.01%) HLSCOPE: $5.5m (0.01%) 📉: MI4: $120.4m (-7.48%)"  
[X Link](https://x.com/EraserheadCap/status/2020041785893089290)  2026-02-07T07:47Z [---] followers, [---] engagements


"@Securitize @RWA_xyz @Rwaum 02/09/26 $CEPT $SECZ @Securitize #RWAUM: $2862042355.87 (-0.11%) 📈: EXOD: $301.3m (1.7%) ACRED: $135.9m (0.06%) HLSCOPE: $5.5m (0.04%) VBILL: $78.7m (0.03%) STAC: $106.8m (0.02%) 📉: BCAP: $202.9m (-0.8%) BUIDL: 1.8b (-0.37%)"  
[X Link](https://x.com/EraserheadCap/status/2021120002926039537)  2026-02-10T07:12Z [---] followers, [--] engagements


"@Securitize @RWA_xyz @Rwaum 02/10/26 $CEPT $SECZ @Securitize #RWAUM: $3242614243.08 (13.3%) 📈: BUIDL: $2.18b (20.96%)🔥🔥🔥 EXOD: $304.7m (1.12%) VBILL: $79.4m (0.84%) HLSCOPE: $5.5m (0.01%) 📉: STAC: $105.8 (-0.94%) Massive BUIDL pump most likely due to this: https://x.com/Securitize/status/2021585141995282856 Weve partnered with @Uniswap to enable on-chain trading of (BUIDL) BlackRocks USD Institutional Digital Liquidity Fund through UniswapX. https://t.co/leyUUK20dM https://x.com/Securitize/status/2021585141995282856 Weve partnered with @Uniswap to enable on-chain trading of (BUIDL)"  
[X Link](https://x.com/EraserheadCap/status/2021626024358785164)  2026-02-11T16:42Z [---] followers, [---] engagements


"@Securitize @RWA_xyz 02/11/26 $CEPT $SECZ @Securitize #RWAUM: $3217360974.15 (-0.78%) 📈: MI4: $124m (2.97%) STAC: $105.8m (0.03%) BUIDL: $2.18b (0.01%) VBILL: $79.4m (0.01%) HLSCOPE: $5.5m (0.01%) 📉: EXOD: $282.8m (-7.18%) ACRED: $128.8m (-5.22%) RE: $12.9m (-0.12%)"  
[X Link](https://x.com/EraserheadCap/status/2021846225201316132)  2026-02-12T07:17Z [---] followers, [---] engagements


"@Securitize @RWA_xyz 02/12/26 $CEPT $SECZ @Securitize #RWAUM: $3220027902.20 (0.08%) 📈: EXOD: $285.9m (1.09%) MI4: $124.5m (0.43%) BUIDL: $2.18b (0.01%) STAC: $105.8 (0.01%) HLSCOPE: $5.5m (0.01%) 📉: VBILL: $78.4m (-1.27%) ACRED: $128.8m (-0.07%)"  
[X Link](https://x.com/EraserheadCap/status/2022313191905034729)  2026-02-13T14:13Z [---] followers, [---] engagements


"@matthew_sigel @BradR1115 @TopTickResearch Im a bit confused. VanEck already launched a tokenized fund with Securitize less than a year ago VBILL. Why are you not convinced now What has changed Your colleague @KyleDacruz had this to say about it"  
[X Link](https://x.com/EraserheadCap/status/2022414295351677007)  2026-02-13T20:55Z [---] followers, [--] engagements


"@vik_mittal playing the victim is pretty interesting when not too long ago he was filled with giddy joy about participating in $CCCM $BRR with terms that specifically pay him handsomely and give retail [--] upside. He sure loved the sponsor then @EraserheadCap @blangb @valwithcatalyst @APompliano I dont get why you blame pipe / HFs None of pipe investors were price setters these were 2-3x oversubscribed books by and large and terms were dictated by banks / sponsors. Shame on investors for not passing but these deals were working until they didnt. Everyone acted in @EraserheadCap @blangb"  
[X Link](https://x.com/anyuser/status/1991367889698582563)  2025-11-20T04:47Z [---] followers, [----] engagements


"I'm going to start a series tracking @Securitize's RWAUM (Real World Assets Under Management) and tracking the growth or decline of each asset. I'll be sourcing the data from @RWA_xyz. We'll start off with the latest data: 01/14/2026 #RWAUM: $3083981735.20 $CEPT $SECZ"  
[X Link](https://x.com/anyuser/status/2011827525865910356)  2026-01-15T15:47Z [---] followers, [----] engagements


"01/15/26 $CEPT $SECZ @Securitize #RWAUM: $2994200082.34 (-2.91%) Gainers: MI4: $180.4m (+0.67%) ACRED: $134.4m (+0.2%) STAC: $106.4m (+0.12%) Losers: EXODB: $311.2m (-11.3%) EXOD: $146.6m (-11.3%) BUIDL: $1.71b (-1.87%) VBILL: $75.15m (-0.38%) HLSCOPE: $9.0m (-0.12%) I'm going to start a series tracking @Securitize's RWAUM (Real World Assets Under Management) and tracking the growth or decline of each asset. I'll be sourcing the data from @RWA_xyz. We'll start off with the latest data: 01/14/2026 #RWAUM: $3083981735.20 $CEPT $SECZ I'm going to start a series tracking @Securitize's RWAUM (Real"  
[X Link](https://x.com/EraserheadCap/status/2012082054343848234)  2026-01-16T08:38Z [---] followers, [---] engagements


"$CEPT $SECZ new hire to focus on tokenized ETFs pairs pretty well with Blackrocks (a major securitize partner) announcement to token their iShares ETFs ($5T AUM) https://www.ledgerinsights.com/blackrock-confirms-plans-to-tokenize-ishares-etfs-for-digital-wallet-investors/ Were excited to welcome Giang Bui as Vice President Head of Issuer Growth at Securitize. Giang joins from Nasdaq where she led U.S. Equities & ETP strategy and helped guide the exchanges spot Bitcoin ETF efforts. https://t.co/SrKsQejtDG"  
[X Link](https://x.com/anyuser/status/2016151592534266292)  2026-01-27T14:09Z [---] followers, [----] engagements


"@Securitize @RWA_xyz 02/13/26 $CEPT $SECZ @Securitize #RWAUM: $3248414266.95 (0.88%) 📈: EXOD: $316.2m (10.6%) STAC: $105.9m (0.02%) VBILL: $78.4m (0.01%) HLSCOPE: $5.5m (0.01%) 📉: MI4: $122.5m (-1.62%)"  
[X Link](https://x.com/EraserheadCap/status/2022892353837531182)  2026-02-15T04:34Z [---] followers, [---] engagements


"@spacanpanman @1fantasyqb Its officially June [--] [----]. Just checked the filings. Also merger closed June [--] 2022"  
[X Link](https://x.com/EraserheadCap/status/1946223263169777864)  2025-07-18T14:59Z [---] followers, [---] engagements


"All I see is a giant $EVLV ad Phillies debut the Coldplay Kiss Cam. Wait for it https://t.co/nOxfszINRE Phillies debut the Coldplay Kiss Cam. Wait for it https://t.co/nOxfszINRE"  
[X Link](https://x.com/EraserheadCap/status/1946394839144124638)  2025-07-19T02:21Z [---] followers, [---] engagements


"@DoctorKillinger So release strong prelim pump stock issue debt on strength. Seems very coordinated. Why not wait for ER and call Maybe they will talk specifically about what this new debt is going towards on the call. I see the closing of old credit facilities and $75m but then you have gcp"  
[X Link](https://x.com/EraserheadCap/status/1947669816904716445)  2025-07-22T14:47Z [---] followers, [--] engagements


"@ethena_labs @Anchorage What about USDes compliance"  
[X Link](https://x.com/EraserheadCap/status/1948374447024443808)  2025-07-24T13:27Z [---] followers, [---] engagements


"@CapitalHubens @CryptoWinnies What price do you expect commons to trade at post merger Also need to factor in this will be delisted too"  
[X Link](https://x.com/EraserheadCap/status/1950951764850553172)  2025-07-31T16:08Z [---] followers, [--] engagements


"@CapitalHubens @CryptoWinnies But you get in trouble there if this squeezes before merger because of low float and you cant convert rights to cover"  
[X Link](https://x.com/EraserheadCap/status/1950952466557669565)  2025-07-31T16:11Z [---] followers, [--] engagements


"A good spotlight on $EVLV Gwinnett County's $20M school security upgrade. The school system is adding a weapon detection system to all middle and high schools. @FOX5Atlanta Details: https://t.co/ssb5IHU0zB https://t.co/N92jRXs1nI Gwinnett County's $20M school security upgrade. The school system is adding a weapon detection system to all middle and high schools. @FOX5Atlanta Details: https://t.co/ssb5IHU0zB https://t.co/N92jRXs1nI"  
[X Link](https://x.com/EraserheadCap/status/1951723413938078006)  2025-08-02T19:14Z [---] followers, [---] engagements


"$VOYG on cnbc in after hours. Reminds the market that they're participating in the Golden Dome and stock is starting to recover from the post earnings selloff Defense tech company $VOYG raising guidance after its first post-IPO earnings report wasn't enough to convince investors not to sell. @voyagertech Chairman & CEO Dylan Taylor reacts to the report and what's next for the upstart name https://t.co/EJRlrJkrK1 Defense tech company $VOYG raising guidance after its first post-IPO earnings report wasn't enough to convince investors not to sell. @voyagertech Chairman & CEO Dylan Taylor reacts"  
[X Link](https://x.com/EraserheadCap/status/1952855431942160845)  2025-08-05T22:13Z [---] followers, [---] engagements


"$VOYG working with $LMT and $PLTR in the Golden Dome project. https://spacenews.com/voyager-to-adopt-partnership-strategy-for-golden-dome-program/ https://spacenews.com/voyager-to-adopt-partnership-strategy-for-golden-dome-program/"  
[X Link](https://x.com/EraserheadCap/status/1952856101000446374)  2025-08-05T22:15Z [---] followers, [---] engagements


"$EVLV guidance"  
[X Link](https://x.com/EraserheadCap/status/1956085350717383123)  2025-08-14T20:07Z [---] followers, [---] engagements


"As promised the Wilks bought $20m of stock. $ACDC"  
[X Link](https://x.com/EraserheadCap/status/1957588501702295734)  2025-08-18T23:40Z [---] followers, [----] engagements


"@CallsPuts1 @vik_mittal If Vik can get Trump connections and Koreans to pump the coin of his treasury too then yes there is potential. But I seriously doubt he can pull that off"  
[X Link](https://x.com/EraserheadCap/status/1961070558830899372)  2025-08-28T14:17Z [---] followers, [---] engagements


"@stoic_point That last sentence is golden👌evolv in a sense pays for itself and you get a better customer experience for free $evlv"  
[X Link](https://x.com/EraserheadCap/status/1968497311283073530)  2025-09-18T02:08Z [---] followers, [---] engagements


"@Tarbay14 @stoic_point It was his VC fund that invested in $EVLV the company is at a point where it's too mature for the criteria of the fund. It's actually probably a positive. And looks like he just filed his last 13G and sold the last 1.4% Friday/today so no more overhang: https://www.sec.gov/Archives/edgar/data/1805385/000110465925092229/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1805385/000110465925092229/xslSCHEDULE_13G_X01/primary_doc.xml"  
[X Link](https://x.com/EraserheadCap/status/1970289920309895336)  2025-09-23T00:51Z [---] followers, [---] engagements


"Everyday @stoic_point posts new or expanded contracts for $EVLV yet the market is fading it. I believe this is a good opportunity to buy before an excellent Q3 report and hopefully raised guidance"  
[X Link](https://x.com/EraserheadCap/status/1973482657431560620)  2025-10-01T20:18Z [---] followers, [---] engagements


"@stoic_point Thank you for continuing to post through this lull in price action while the market rips in the background. Also $EVLV search in Twitter seems buggy cant see the latest kinda frustrating its just these two posts"  
[X Link](https://x.com/EraserheadCap/status/1975323933177225588)  2025-10-06T22:15Z [---] followers, [---] engagements


"With the weekend $WLFI pump it might be time to revisit the only publicly traded DAT: $ALTS Shares: 244m WLFI: 7.3b At Friday close ALTS was $1.20 and WLFI $0.155 meaning the #ALT5 treasury was trading at a 74% discount to nav (wlfi treasury value: $1.13b alts mc: $293m)"  
[X Link](https://x.com/anyuser/status/2007953088926171297)  2026-01-04T23:11Z [---] followers, [----] engagements


"$DMYY extended another month https://www.sec.gov/ixdoc=/Archives/edgar/data/1915380/000182912625005437/dmysquared_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1915380/000182912625005437/dmysquared_8k.htm"  
[X Link](https://x.com/EraserheadCap/status/1949931505586954349)  2025-07-28T20:34Z [---] followers, [----] engagements


"@valwithcatalyst @spactrack @vik_mittal Ya theres attractive qualities to spacs: floor warrants limited float; but read the room there is clear frustration around spacing the nth iteration of a crypto target esp DATs. That being said $YORK terms do look interesting but cant ignore $CRO / Trump pump helping it"  
[X Link](https://x.com/EraserheadCap/status/1960757519061803293)  2025-08-27T17:33Z [---] followers, [---] engagements


"$YORK acquired [---] billion $CRO for $1b which is now worth $2.3b and the stock has barely budged. What am I missing here Also $DJT itself also bought $105m CRO so you have good Trump connections especially with Truthfi / collab. Long $YORK and $YORKW http://Crypto.com http://Crypto.com"  
[X Link](https://x.com/EraserheadCap/status/1961025458394333391)  2025-08-28T11:17Z [---] followers, [----] engagements


"$YORK float is currently 17.25M shares. Not too big but littered with arbs whose entire mantra/mandate is satisfied with 5% gains. Since the CRO news it has traded 7.5M shares. 10M more and we should be free of the arbs oppressive sell pressure and maybe get closer to 1x mNAV"  
[X Link](https://x.com/EraserheadCap/status/1961027737386201474)  2025-08-28T11:27Z [---] followers, [---] engagements


"@spactrack $YORK currently. People just need to get over their gut reaction disdain of crypto treasuries and realize the deal terms and current $CRO price is supportive of a higher price for YORK. Also factor in Trump connection which should add some premium"  
[X Link](https://x.com/EraserheadCap/status/1961035056031404396)  2025-08-28T11:56Z [---] followers, [---] engagements


"@Mr_L__1 Ok I'll bite how was $PEW anymore retarded than the ones you listed A pump to $20 seems like a pretty good outcome"  
[X Link](https://x.com/EraserheadCap/status/1975982138181943425)  2025-10-08T17:50Z [---] followers, [---] engagements


"Interesting after hours for $EVLV"  
[X Link](https://x.com/EraserheadCap/status/1978598850903396502)  2025-10-15T23:08Z [---] followers, [---] engagements


"@Tarbay14 @AlphaWolfTrding From that same site: $EVLV https://www.safetyact.gov/at/view=&search=Evolv+Technology https://www.safetyact.gov/at/view=&search=Evolv+Technology"  
[X Link](https://x.com/EraserheadCap/status/1983783379603480967)  2025-10-30T06:29Z [---] followers, [---] engagements


"@stoic_point Funny because if you listen to otc penny stock pumpers on here theyll say evolv knife detection is impossible and/or false 😑"  
[X Link](https://x.com/EraserheadCap/status/1983901022268346608)  2025-10-30T14:17Z [---] followers, [---] engagements


"@steve2bacon Brother I gotta ask why dxyz Just for SpaceX $SATS might be a cheaper way to get public SpaceX exposure https://x.com/transhumanica/status/1976390831738397133 Echostar $SATS SpaceX treasury explainer: 1) What's inside [--] SATS share price targets call options trade idea 2) Catalyst calendar risks & rebuttals 3) Comp to $DXYZ a fund that also holds $SpaceX & trades at 300% premium vs. 30% discount for $SATS 4) Balance sheet analysis https://t.co/ehCXdiQxLZ https://x.com/transhumanica/status/1976390831738397133 Echostar $SATS SpaceX treasury explainer: 1) What's inside [--] SATS share"  
[X Link](https://x.com/EraserheadCap/status/1985494983814643832)  2025-11-03T23:51Z [---] followers, [---] engagements


"@steve2bacon Ah ok so just trading on technicals. Just be careful with this name its very overvalued for a company that just holds private shares in its portfolio"  
[X Link](https://x.com/EraserheadCap/status/1985497304795922603)  2025-11-04T00:00Z [---] followers, [--] engagements


"@JenniferJJacobs Seems to be in direct conflict with what $GDRX's CEO was saying on the earnings call yesterday. "We will be a partner and participating in TrumpRx""  
[X Link](https://x.com/EraserheadCap/status/1986522454181748980)  2025-11-06T19:53Z [---] followers, [----] engagements


"@stoic_point I thought their explanation of the onetime was good (see photo). What aren't they clarifying An analyst did try to pry about larges "triple-digit transactions" but they didn't want to comment on it. Saw the F500 company mentioned again too but looks like it's not inked yet"  
[X Link](https://x.com/EraserheadCap/status/1989954489324114002)  2025-11-16T07:11Z [---] followers, [--] engagements


"@stoic_point Anyways to your point if they do grow ARR by 30% in '26 and we value them on EV/ARR according to the chart in your other post we'd expect stock to be at $8.70ish (or $11's valued at '27 doing a consecutive 30%). Mgmt loves this "cold water" approach tho by saying "at least 20%""  
[X Link](https://x.com/EraserheadCap/status/1989957433960382744)  2025-11-16T07:23Z [---] followers, [--] engagements


"@vik_mittal @blangb @valwithcatalyst @APompliano Oh I mustve missed the part where PIPE gave up their adjustment shares too. In any case spacs have a reputation of dumping on retail and legacy players go onto the next deal to repeat ad nauseam. Which is what your quote represents. Only a true sociopath thinks thats normal"  
[X Link](https://x.com/EraserheadCap/status/1991352504026820896)  2025-11-20T03:46Z [---] followers, [--] engagements


"@vik_mittal Makes me wonder if Vik ever paused for a moment (the moment he "crossed the wall" and saw the terms that effectively made public commons worthless before retail was aware while he sold his arb commons in the mid/high teens and took pipe alloc.) and thought hey this feels slimy"  
[X Link](https://x.com/EraserheadCap/status/1991370276928647494)  2025-11-20T04:57Z [---] followers, [---] engagements


"@vik_mittal There is also option c) dont participate even though the terms are good for yourself and have a little foresight seeing that essentially screwing over a fundamental part of the spac equation retail might not be in the best interest for the overall deal itself"  
[X Link](https://x.com/EraserheadCap/status/1991488751894401208)  2025-11-20T12:48Z [---] followers, [--] engagements


"$EVLV some insider purchases"  
[X Link](https://x.com/EraserheadCap/status/1991619567907651868)  2025-11-20T21:28Z [---] followers, [---] engagements


"Adriana bought $ASTS"  
[X Link](https://x.com/EraserheadCap/status/1993023407513124977)  2025-11-24T18:26Z [---] followers, [----] engagements


"@OddDiligence @SPACuity @Securitize Larry Fink: You know I do believe we're just at the beginning of the tokenization of all assets from real estate to equities the bonds across the board. $CEPT"  
[X Link](https://x.com/EraserheadCap/status/1993183196171899013)  2025-11-25T05:01Z [---] followers, [---] engagements


"@OddDiligence @SPACuity @Securitize So we look at that as the next wave of opportunity for BlackRock over the next tens of years as we start focusing () and we have the largest cash money market fund thats tokenized called BUIDL. $CEPT"  
[X Link](https://x.com/EraserheadCap/status/1993183263423447437)  2025-11-25T05:01Z [---] followers, [---] engagements


"@OddDiligence @SPACuity @Securitize $CEPT https://www.blackrock.com/corporate/newsroom/press-releases/announcement/third-quarter-2025-earnings-larry-fink-cnbc-interview https://www.blackrock.com/corporate/newsroom/press-releases/announcement/third-quarter-2025-earnings-larry-fink-cnbc-interview"  
[X Link](https://x.com/EraserheadCap/status/1993183344176304360)  2025-11-25T05:01Z [---] followers, [---] engagements


"@stoic_point Knife detection is a big deal $EVLV"  
[X Link](https://x.com/EraserheadCap/status/1993318283911590315)  2025-11-25T13:58Z [---] followers, [---] engagements


"@CorneliaLake @446BMAN Easy to brush aside handsome Cuban doctors ruining the company internally but probably stung a bit when Brady and the grandma greenies got the last laugh when the $SOC story soured after you made it a habit to publicly belittle them"  
[X Link](https://x.com/EraserheadCap/status/1995204195474133422)  2025-11-30T18:52Z [---] followers, [---] engagements


"@stoic_point @grok now show us this same setting if they used more efficient technology like Evolvs Express and eXpedite systems"  
[X Link](https://x.com/EraserheadCap/status/1995633688802214179)  2025-12-01T23:18Z [---] followers, [--] engagements


"@pennycheck Thats not a thesis thats just riding a momo wave hoping you can convince the next buyer to look past all the red flags before momentum slows down and reality sets in. Just call it what it is an effort to pump based on tenuous headlines"  
[X Link](https://x.com/EraserheadCap/status/1998810427548123427)  2025-12-10T17:41Z [---] followers, [---] engagements


"@stoic_point @EvolvTechnology Source seems a bit suspect though (ad riddled and claiming Zoe Weissman was the shooter): Is there any more legit outlets reporting this https://www.theurduclub.com/2025/12/brown-university-shooting-2025-timeline-victims-suspect.html https://www.theurduclub.com/2025/12/brown-university-shooting-2025-timeline-victims-suspect.html"  
[X Link](https://x.com/EraserheadCap/status/2000404630367351257)  2025-12-15T03:16Z [---] followers, [---] engagements


"@IntWaterfall @yazeedkhatatbeh @JasonStrom_ What would CCC and SB need to sign off on"  
[X Link](https://x.com/EraserheadCap/status/2001466605713457421)  2025-12-18T01:36Z [---] followers, [---] engagements


"Of those 244m shares about 125m trade freely the other 120m are still unexercised warrants. There are also 15.5m shares short as of the latest report. February call chain is also loaded with oi with an interesting 6k calls slapped on the 1.5C on 12/30 (with [--] oi before then)"  
[X Link](https://x.com/EraserheadCap/status/2007955228088230155)  2026-01-04T23:20Z [---] followers, [---] engagements


"@worldlibertyfi $ALTS is trading at such a large discount to NAV (again 0.26x as of Friday close) mainly because a) this is a new altcoin without hodler history to give at any premium and b) company is currently noncompliant as it waits for its newly hired auditor to help it file their 10Q"  
[X Link](https://x.com/EraserheadCap/status/2007965484071944666)  2026-01-05T00:00Z [---] followers, [---] engagements


"@worldlibertyfi This is a chance to buy it at a low price (if $WLFI holds $0.17 $ALTS should open at $1.32) before a) WLFI gains steam and b) they regain compliance. After we should see the mNAV go up even double still means trading at half the treasury value (0.5x) and $ALTS will also double"  
[X Link](https://x.com/EraserheadCap/status/2007968734229766497)  2026-01-05T00:13Z [---] followers, [---] engagements


"@worldlibertyfi And there it is. $ALTS #ALT5 #stillcheap $WLFI"  
[X Link](https://x.com/EraserheadCap/status/2008001436777652517)  2026-01-05T02:23Z [---] followers, [---] engagements


"@worldlibertyfi The compliance side getting resolved a lot quicker than I thought $ALTS #ALT5 #ALT5Sigma $WLFI Regulatory update: ALT5 expects to file its Form 10-Q for Q3 [----] in the coming days which is anticipated to restore compliance with Nasdaq listing requirements. Full release ➡ https://t.co/yJed9FTyJ7 $ALTS #ALT5Sigma https://t.co/eqAHqA5Na9 Regulatory update: ALT5 expects to file its Form 10-Q for Q3 [----] in the coming days which is anticipated to restore compliance with Nasdaq listing requirements. Full release ➡ https://t.co/yJed9FTyJ7 $ALTS #ALT5Sigma https://t.co/eqAHqA5Na9"  
[X Link](https://x.com/EraserheadCap/status/2008171389396856960)  2026-01-05T13:39Z [---] followers, [---] engagements


"Those 6k $ALTS calls are now officially itm. Good day here. $WLFI #ALT5"  
[X Link](https://x.com/EraserheadCap/status/2008237819223794067)  2026-01-05T18:03Z [---] followers, [---] engagements


"@worldlibertyfi Seems like a lot of excitement now brewing around $ALTS. Good close at $1.51 and with $WLFI at $0.174 the mNAV has now improved to 0.29x so still trading at a 71% discount to the #ALT5 treasury value"  
[X Link](https://x.com/EraserheadCap/status/2008286636807717003)  2026-01-05T21:17Z [---] followers, [---] engagements


"$ALTS update. still cheap. Stock at $1.58 $WLFI at $0.186 put the mNAV at 0.285x or a 71.5% discount to treasury value. #ALT5 The WLFI platform keeps chugging along recently applying for a bank charter which should help #USD1's growth. Don't forget USD1 and WLFI are linked The support since announcing our application for an OCC charter for USD1 has been incredible. We appreciate everyone whos reached out engaged and backed the vision. This is just the beginning of what were building 🦅 ☝ The support since announcing our application for an OCC charter for USD1 has been incredible. We"  
[X Link](https://x.com/EraserheadCap/status/2009301040126902379)  2026-01-08T16:27Z [---] followers, [---] engagements


"$ALTS update: 10Q filed and compliance soon mNAV holding steady at 0.32x but hopefully will see that improve after Nasdaq approve listing compliance https://www.businesswire.com/news/home/20260112773188/en/ALT5-Sigma-Corporation-Reports-Q3-2025-Financial-Results-and-Significant-Milestones https://www.businesswire.com/news/home/20260112773188/en/ALT5-Sigma-Corporation-Reports-Q3-2025-Financial-Results-and-Significant-Milestones"  
[X Link](https://x.com/EraserheadCap/status/2010781574003093826)  2026-01-12T18:31Z [---] followers, [---] engagements


"Also more news out today on the $WLFI side of things: they just launched the webapp for their lending platform. Things are starting to move along in the World Liberty space World Liberty Markets is now live built to give users access to transparent high-performance liquidity markets provided by @dolomite_io. You can earn on supplied assets or borrow against your portfolio with fast flexible liquidity. WLFI Markets is designed to make these tools World Liberty Markets is now live built to give users access to transparent high-performance liquidity markets provided by @dolomite_io. You can earn"  
[X Link](https://x.com/EraserheadCap/status/2010782015340056688)  2026-01-12T18:32Z [---] followers, [---] engagements


"Did $EVLV selloff today because traders who longed it for a FIFA trade got spooked when Noem said theyre using drones for security If so what a buy opp I took this chance to add more Drones represent the new frontier of American air superiority. Under President Trump we are entering a new era to defend our air superiority to protect our borders and the interior of the United States. With the creation of the DHS Program Executive Office for Unmanned Aircraft Drones represent the new frontier of American air superiority. Under President Trump we are entering a new era to defend our air"  
[X Link](https://x.com/EraserheadCap/status/2011183120335220953)  2026-01-13T21:06Z [---] followers, [---] engagements


"$ALTS with an overnight pump on decent volume (156k) to $2.10 + $WLFI at [-----] improves the mNAV to 0.40x. Not sure who's slapping this (Koreans) but good to see things going as I had hoped. Let's remember where we started [--] days ago: #alt5 @ALT5_Sigma https://x.com/EraserheadCap/status/2007953088926171297 With the weekend $WLFI pump it might be time to revisit the only publicly traded DAT: $ALTS Shares: 244m WLFI: 7.3b At Friday close ALTS was $1.20 and WLFI $0.155 meaning the #ALT5 treasury was trading at a 74% discount to nav (wlfi treasury value: $1.13b alts mc: $293m)"  
[X Link](https://x.com/EraserheadCap/status/2011360314940444693)  2026-01-14T08:50Z [---] followers, [---] engagements


"Or the overnight pump could be related to the major news that Pakistan just partnered with @worldlibertyfi and is exploring how to use #USD1 https://x.com/pakistanvara/status/2011341672937111583 Today World Liberty Financial signed an MoU with the Ministry of Finance to explore innovation in digital finance particularly the use of stablecoins for cross-border transactions signalling growing global interest in Pakistan as a key market for digital assets. https://t.co/rYzbfHYysd https://x.com/pakistanvara/status/2011341672937111583 Today World Liberty Financial signed an MoU with the Ministry"  
[X Link](https://x.com/EraserheadCap/status/2011367395944693899)  2026-01-14T09:18Z [---] followers, [---] engagements


"$ALTS halfway to "bridging to nav" (as the @ALT5_Sigma team likes to say) It's at 0.5x mNAV. It's been a good trade and this was a major milestone. I sold here as that was my target (2.8x on shares+calls) but @worldlibertyfi is a promising platform and still has room to grow"  
[X Link](https://x.com/EraserheadCap/status/2011855704806543809)  2026-01-15T17:39Z [---] followers, [---] engagements


"@Dustin051917 @ALT5_Sigma @worldlibertyfi They don't have the cash to do that. That's the main issue with $ALTS (and other DATs) kinda dug themselves into a hole if they have no cash to buyback shares (or more tokens for the treasury) and haven't traded at a premium mNAV to ever have raised extra money by selling shares"  
[X Link](https://x.com/EraserheadCap/status/2011867454482321412)  2026-01-15T18:25Z [---] followers, [---] engagements


"This is spot on. $CEPT Bottom Line: $SECZ is the "picks and shovels" play for the new financial internet. The market is finally waking up: NYSE didn't just create a competitor; they created a massive new customer base for Securitize Bottom Line: $SECZ is the "picks and shovels" play for the new financial internet. The market is finally waking up: NYSE didn't just create a competitor; they created a massive new customer base for Securitize"  
[X Link](https://x.com/EraserheadCap/status/2013604298328805789)  2026-01-20T13:27Z [---] followers, [---] engagements


"@zhc002 @joo_bacca There might be a few reasons why they'd terminate in Q4 and register again in Q1. It actually seems to be pretty common"  
[X Link](https://x.com/EraserheadCap/status/2015746533447045398)  2026-01-26T11:19Z [---] followers, [--] engagements


"@zhc002 @joo_bacca Did Reuters also report an investor call was scheduled for CRML And the termination for CRML was in Q3 not Q4 which does seem like a significant difference. Also which specific CRML PnD are we talking about you have a link"  
[X Link](https://x.com/EraserheadCap/status/2015747926165708961)  2026-01-26T11:25Z [---] followers, [--] engagements


"HD  [--] #SBC25 #SBC via @SBC_Medical https://sbc-holdings.com/25th/message/1 https://sbc-holdings.com/25th/message/1"  
[X Link](https://x.com/EraserheadCap/status/1912731759361372346)  2025-04-17T04:56Z [---] followers, [---] engagements


"@spacanpanman @fastlapp Do the private warrants also trade as $PGYWW because thats another 5.1M. I assume so because they lump them together [-------] warrants expiring in June [----] (consisting of the Public Warrants and Private Placement Warrants) with an exercise price of $138 per share"  
[X Link](https://x.com/EraserheadCap/status/1946260811527188504)  2025-07-18T17:28Z [---] followers, [---] engagements


"$USAR just hit [--] of [--] days closing at $18+ which allows them to redeem the 12.37m $USARW warrants at $11.50 giving them $142m. Spac sponsor also has an additional 6m of these = $69m. I expect them to call in the warrants soon and raise $200m+ without extra dilution. Good stuff"  
[X Link](https://x.com/EraserheadCap/status/1983004458528453057)  2025-10-28T02:54Z [---] followers, [---] engagements


"Yup there we go $USAR files warrant redemption for all $USARW by December [--]. Congrats @USARareEarth for a very successful despac and the rare opportunity to redeem warrants in less than a year post merger"  
[X Link](https://x.com/EraserheadCap/status/1983869600325402712)  2025-10-30T12:12Z [---] followers, [---] engagements


"@OddDiligence Oh man I was about to pop some champagne that this weeks top scam wasnt a spac but a little digging: $ABTC merged with $GRYP which had merged with $KERN which had merged with $MTEC which was MTech Acquisition Corp a fucking spac"  
[X Link](https://x.com/EraserheadCap/status/1996062142756454871)  2025-12-03T03:41Z [---] followers, [---] engagements


"@Securitize 01/16/26 $CEPT $SECZ @Securitize #RWAUM: $3005618770.37 (+0.38%) Gainers: EXODB: $316.5m (+1.72%) EXOD: $149.1m (+1.72%) BUIDL: $1.72b (+0.29%) STAC: $106.5m (+0.05%) VBILL: $75.15m (+0.01%) HLSCOPE: $9m (+0.01%) Losers: MI4: $179m (-0.76%) ACRED: $134.3m (-0.07%)"  
[X Link](https://x.com/EraserheadCap/status/2012410974028869829)  2026-01-17T06:25Z [---] followers, [---] engagements


"@Securitize 01/17/26 $CEPT $SECZ @Securitize #RWAUM: [-------------] (no change)"  
[X Link](https://x.com/EraserheadCap/status/2012943647612776957)  2026-01-18T17:42Z [---] followers, [---] engagements


"@Securitize 01/18/26 $CEPT $SECZ @Securitize #RWAUM: [-------------] (no change)"  
[X Link](https://x.com/EraserheadCap/status/2013144369184788549)  2026-01-19T06:59Z [---] followers, [---] engagements


"@Securitize 01/21/26 $CEPT $SECZ @Securitize #RWAUM: $2933722593.28 (-0.87%) 📈: BUIDL: $1.68b (0.01%) STAC: $106.6m (0.01%) VBILL: $75m (0.01%) 📉: EXODB: $299.9m (-4.55%) EXOD: $141.3m (-4.55%) MI4: $165.9m (-2.81%) ACRED: $134.4m (-0.03%)"  
[X Link](https://x.com/EraserheadCap/status/2014382955980890398)  2026-01-22T17:01Z [---] followers, [---] engagements


"@Securitize 01/22/26 $CEPT $SECZ @Securitize #RWAUM: $2935974605.99 (0.08%) 📈: MI4: $167.3m (0.85%) HLSCOPE: $9.1m (0.15%) EXODB: $300.3m (0.13%) EXOD: $141.5m (0.13%) ACRED: $134.6m (0.11%) BUIDL: $1.68b (0.01%) VBILL: $75m (0.01%) 📉: (none)"  
[X Link](https://x.com/EraserheadCap/status/2014598859817689272)  2026-01-23T07:19Z [---] followers, [---] engagements


"@Securitize 01/23/26 $CEPT $SECZ @Securitize #RWAUM: $2914518108.02 (-0.73%) 📈: HLSCOPE: $9.1m (0.01%) VBILL: $75m (0.01%) ACRED: $134.7m (0.09%) 📉: EXODB: $285.9m (-4.83%) EXOD: $134.7m (-4.83%) BUIDL: $1.68b (-0.02%) STAC: $106.6m (-0.01%)"  
[X Link](https://x.com/EraserheadCap/status/2015108087904907613)  2026-01-24T17:03Z [---] followers, [---] engagements


"@Securitize 01/24/26 $CEPT $SECZ @Securitize #RWAUM: $2913082489.03 (-0.05%) 📈: (none) 📉: MI4: $165.9m (-0.86%)"  
[X Link](https://x.com/EraserheadCap/status/2015326737748406474)  2026-01-25T07:31Z [---] followers, [---] engagements


"@Securitize 01/26/26 $CEPT $SECZ @Securitize #RWAUM: [-------------] (-0.22%) 📈: BUIDL: $1.69b (0.34%) STAC: $106.6m (0.05%) HLSCOPE: $9.1m (0.04%) VBILL: $75.1m (0.02%) 📉: EXODB: $280.7m (-1.8%) EXOD: $132.3m (-1.8%) MI4: $163.1m (-1.68%) BCAP: $354.8m (-0.54%)"  
[X Link](https://x.com/EraserheadCap/status/2016180126262653306)  2026-01-27T16:02Z [---] followers, [---] engagements


"@Securitize 01/27/26 $CEPT $SECZ @Securitize #RWAUM: $3185778198.54 (0.82%) 📈 EXOD: 5.2% VBILL: 3.5% MI4: 0.7% STAC: 0.02% BUIDL: $1.88b (0.01%) HLSCOPE: 0.01% 📉 ACRED: -0.03% There's a big jump in $ RWAUM but not % I think @RWA_xyz updated BUIDL with a chain/address it was missing"  
[X Link](https://x.com/EraserheadCap/status/2016407521339064548)  2026-01-28T07:06Z [---] followers, [---] engagements


"@vik_mittal I think the more apt similarity in regard to crypto is insiders/pipe/(devs) rug pulled retail. $CCCM was a complete collapse which you didnt see anywhere else. Not CEP not BMNR not MSTR. Like I said before BTC pumped to ATH twice over a few months *after* the cccm da"  
[X Link](https://x.com/EraserheadCap/status/1991487789456929084)  2025-11-20T12:44Z [---] followers, [---] engagements

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