#  @TopTickResearch Top Tick Top Tick posts on X about $cept, tokenization, wall street, $secz the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1540748211404607489/interactions)  - [--] Week [------] +49% - [--] Month [-------] +706% ### Mentions: [--] [#](/creator/twitter::1540748211404607489/posts_active)  - [--] Week [---] +82% - [--] Month [---] +410% ### Followers: [---] [#](/creator/twitter::1540748211404607489/followers)  - [--] Week [---] +6.80% - [--] Month [---] +86% ### CreatorRank: [---------] [#](/creator/twitter::1540748211404607489/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 55% [stocks](/list/stocks) 39% [financial services](/list/financial-services) #1015 [exchanges](/list/exchanges) 12% [technology brands](/list/technology-brands) 7% [social networks](/list/social-networks) 3% [cryptocurrencies](/list/cryptocurrencies) 1% **Social topic influence** [$cept](/topic/$cept) #3, [tokenization](/topic/tokenization) #130, [wall street](/topic/wall-street) #1184, [$secz](/topic/$secz) #4, [$owl](/topic/$owl) #19, [blackrock](/topic/blackrock) #423, [uniswap](/topic/uniswap) 8%, [defi](/topic/defi) #2190, [securitize](/topic/securitize) #2, [imo](/topic/imo) #398 **Top accounts mentioned or mentioned by** [@securitize](/creator/undefined) [@spacliquidity](/creator/undefined) [@carlosdomingo](/creator/undefined) [@tommurphytweets](/creator/undefined) [@aridiculosidea](/creator/undefined) [@themorgoth23](/creator/undefined) [@uniswap](/creator/undefined) [@jmacinvesting](/creator/undefined) [@mcagney](/creator/undefined) [@matthewsigel](/creator/undefined) [@figure](/creator/undefined) [@provenancefdn](/creator/undefined) [@coingecko](/creator/undefined) [@jdorman81](/creator/undefined) [@arkinvest](/creator/undefined) [@securitizes](/creator/undefined) [@newborntradeotc](/creator/undefined) [@blackrock](/creator/undefined) [@bradr1115](/creator/undefined) [@rwawatchlist](/creator/undefined) **Top assets mentioned** [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [BlackRock Inc (BLK)](/topic/blackrock) [BlackCoin (BLK)](/topic/$blk) [Bank of New York Mellon Corp (BK)](/topic/$bk) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [GammaSwap (GS)](/topic/$gs) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley Direct Lending Fund (MSDL)](/topic/$msdl) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [Morgan Stanley (MS)](/topic/$ms) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Born in [--] (19)](/topic/$19) [Metadium (META)](/topic/$meta) ### Top Social Posts Top posts by engagements in the last [--] hours "ICYMI: @Securitize incoming via $CEPT SPAC looks like the most institutionally built RWA/tokenization play yet. Backed by $BLK @ARKInvest $MS Goldman Sachs $GS filed a 5.9% stake yesterday. ๐ When numerous major investors all align into the same emerging infrastructure play you pay attention.โ Securitize is going public via SPAC $CEPT โก $SECZ and the recently filed S-4 is worth a close read. My takeaway: This appears to be the most institutionally built tokenization pure play to hit public markets yet. Full article:https://t.co/yXraYZbOve ๐งต๐1/8 https://t.co/7kbyw6kvjk Securitize is going" [X Link](https://x.com/TopTickResearch/status/2022308569186529359) 2026-02-13T13:55Z [---] followers, [---] engagements "And yes because I am like this. I am taking the other side of the massive BDC/private credit fear porn all over twitter the last week. long $msdl (15.85) long $bxsl (25.82) long $owl (16.5) Let's see how these do from here vs sp500 over next [--] months including dividends" [X Link](https://x.com/TopTickResearch/status/1973402721374933136) 2025-10-01T15:00Z [---] followers, [----] engagements "๐งตThe @ARKInvest Thesis: Why Cathie Wood is Betting Big on Securitize $CEPT โก $SECZ The $11 Trillion Call๐ฎ: In the new Big Ideas [----] report ARK Invest forecasts that tokenized assets will explode to $11 Trillion by [----]. They arent just talking about cryptotheyre talking about the on-chaining of the entire global financial system. (1/7) http://ark-invest.com/big-ideas-2026 http://ark-invest.com/big-ideas-2026 http://ark-invest.com/big-ideas-2026 http://ark-invest.com/big-ideas-2026" [X Link](https://x.com/TopTickResearch/status/2016513827727176124) 2026-01-28T14:08Z [---] followers, [----] engagements "$CEPT - Here's the full article I published on my Substack prior to my X post this morning: Quick Update - $CEPT Filed an S-4 and the Numbers are Impressive: https://toptickresearch.substack.com/p/quick-update-cept-filed-an-s-4-and https://toptickresearch.substack.com/p/quick-update-cept-filed-an-s-4-and" [X Link](https://x.com/TopTickResearch/status/2016937267382624729) 2026-01-29T18:11Z [---] followers, [----] engagements "@TheShortBear If you believe Tokenization is going to be a major theme this research may interest you: Securitize Inc. $CEPT: Powering The Future Of Tokenized Financial Markets - Why This Tokenization Pure-Play is My Most Exciting Stock To Own for [----] - https://toptickresearch.substack.com/p/securitize-inc-powering-the-future https://toptickresearch.substack.com/p/securitize-inc-powering-the-future" [X Link](https://x.com/TopTickResearch/status/2017388771184976318) 2026-01-31T00:05Z [---] followers, [----] engagements "Securitize Is Hiring Wall Street Operators And That Matters. $CEPT ๐งต๐ With 841% YoY revenue growth and recent senior hires from Nasdaq and PayPal @Securitize is positioning itself at the intersection of capital markets and blockchain. Wall Street isnt just watching tokenization its moving in. Article here (1/3): https://toptickresearch.substack.com/p/securitize-is-hiring-wall-street https://toptickresearch.substack.com/p/securitize-is-hiring-wall-street" [X Link](https://x.com/TopTickResearch/status/2019049553366745196) 2026-02-04T14:05Z [---] followers, [----] engagements "@Securitize isn't just building a tokenization platform; they're assembling the Wall Street vets to build regulated digital infrastructure. ๐ $CEPT From Jerome Roche (ex-PayPal Head of Legal for Digital Assets) to Giang Bui (ex-Nasdaq Head of Equities/Listings) the message seems clear: The Institutional Infrastructure era has begun. (2/3)" [X Link](https://x.com/TopTickResearch/status/2019049556147613808) 2026-02-04T14:05Z [---] followers, [---] engagements "Hype doesn't generate @Securitize's 841% revenue growthresults do. ๐ While the market watches the $CEPT SPAC merger move toward the $SECZ ticker these operators are quietly building the regulated rails for the next generation of capital markets. Now we just wait until Wall Street finds out (3/3) https://twitter.com/i/web/status/2019049558202831258 https://twitter.com/i/web/status/2019049558202831258" [X Link](https://x.com/TopTickResearch/status/2019049558202831258) 2026-02-04T14:05Z [---] followers, [---] engagements "@RentYourStocks I agree these two are key. Everyone posting fear porn on $OWL $KKR etc as if the world's ending for these asset managers. A lot of bad priced in and I don't think anyone long stocks should root against them as they can drag the whole market down with them" [X Link](https://x.com/TopTickResearch/status/2019170435909206513) 2026-02-04T22:05Z [---] followers, [---] engagements "$CEPT ๐จ๐ณ๐ @securitize & @eulerfinance big stuff being cooked up by @Securitize & @eulerfinance. more to share ๐. big stuff being cooked up by @Securitize & @eulerfinance. more to share ๐" [X Link](https://x.com/TopTickResearch/status/2019174660135416245) 2026-02-04T22:22Z [---] followers, [---] engagements "$CEPT - @Securitize is hiring Wall Street vets to build regulated digital infrastructure. ๐ - Jerome Roche (ex-PayPal Head of Legal for Digital Assets) - Giang Bui (ex-Nasdaq Head of Equities/Listings) Full Article Below(ICYMI)๐ Securitize Is Hiring Wall Street Operators And That Matters. $CEPT ๐งต๐ With 841% YoY revenue growth and recent senior hires from Nasdaq and PayPal @Securitize is positioning itself at the intersection of capital markets and blockchain. Wall Street isnt just watching https://t.co/JBwMFMzXXB Securitize Is Hiring Wall Street Operators And That Matters. $CEPT ๐งต๐ With" [X Link](https://x.com/TopTickResearch/status/2019402903501656420) 2026-02-05T13:29Z [---] followers, [---] engagements "@zerohedge Owl a lot more than just software BDCs though. real estate infrastructure etc" [X Link](https://x.com/TopTickResearch/status/2019454125704900762) 2026-02-05T16:52Z [---] followers, [----] engagements "The parallel build-out of the Figure $FIGR and Securitize (via $CEPT) regulated trading platforms (ATS) represents a fundamental shift in capital market infrastructure. We're seeing a transition from tokenization as a simple 'wrapper' toward native on-chain equity as the new settlement standard. Migrating public issuance to these blockchain-based marketplaces effectively bypasses legacy settlement delays and introduces a more efficient vertically integrated model for 24/7 liquidity. These two are both pioneers in the regulated tokenization space shaking up the centralized exchange status quo" [X Link](https://x.com/TopTickResearch/status/2019467018358120956) 2026-02-05T17:43Z [---] followers, [---] engagements "People get confused by $OWL which takes no principal risk and is just a manager of funds for fees. Shorts and broader market fear porn indicate they have loan risk. That's not true. The underlying funds (like their BDCs) own the loans not OWL. If a loan goes bad the underlying investors or BDCs lose moneynot $OWL. They just get paid to MANAGE. The risk is they may lose AUM or have a tougher time raising additional funds if performance does poorly in theory. But that hasn't been the case yet. Only 8% of overall AUM is software; the rest is diversified across real assets infrastructure etc. I" [X Link](https://x.com/TopTickResearch/status/2019764962894193137) 2026-02-06T13:27Z [---] followers, [---] engagements "Fair question on $CEPT I get this one a lot๐ฅ Answer: some big institutions do have internal labs (JPM Kinexys Goldman GS DAP etc.) often for specific uses. But the @Securitize 841% YoY revenue explosion๐ tells a different story: the market is consolidating around neutral licensed interoperable tokenization infrastructure not everyone racing to build their own full stack. Why most institutions wont fully internalize: โ Digital Transfer Agent Securitize is the SEC-registered books & records keeper. If a bank does this in-house they eat enormous legal & operational liability on every single" [X Link](https://x.com/TopTickResearch/status/2019772704895672419) 2026-02-06T13:58Z [---] followers, [----] engagements "By the time the smoke clears it will be $14-15 already. now is the time to take a shot long imo. Shorts in way too deep here - near [--] million shares short any many I think confuse $OWL for its BDC etc. People get confused by $OWL which takes no principal risk and is just a manager of funds for fees. Shorts and broader market fear porn indicate they have loan risk. That's not true. The underlying funds (like their BDCs) own the loans not OWL. If a loan goes bad the underlying investors or BDCs lose moneynot $OWL. They just get paid to MANAGE. The risk is they may lose AUM or have a tougher" [X Link](https://x.com/TopTickResearch/status/2019786955404238852) 2026-02-06T14:55Z [---] followers, [----] engagements "$CEPT @Securitize mentioned in this Forbes article - Tokenization is the major theme coming soon to Wall Street. How are you expressing this theme I think $CEPT is the pure play stock people aren't paying attention to yet. Coming public thru the $CEPT SPAC then $SECZ Securitize Inc.: Powering The Future Of Tokenized Financial Markets: https://toptickresearch.substack.com/p/securitize-inc-powering-the-future ๐ฅ BREAKING: "Tokenization is hitting every asset class simultaneously." per Forbes ITS HAPPENING. ๐ https://t.co/7L8U5VkfJu" [X Link](https://x.com/TopTickResearch/status/2019795582898876561) 2026-02-06T15:29Z [---] followers, [---] engagements "Paul Atkins the SEC Chair literally helped $CEPT @Securitize design the blueprint for how the regulators are managing the rollout of tokenization. they spent years getting prepared for this moment. No one is more ready than they are and tokenization is full speed ahead. I expect some big announcements over the next few months. https://twitter.com/i/web/status/2019819363302268957 https://twitter.com/i/web/status/2019819363302268957" [X Link](https://x.com/TopTickResearch/status/2019819363302268957) 2026-02-06T17:03Z [---] followers, [---] engagements "@SPACLiquidity @Securitize I feel like it will be nothing nothing nothing then up like 50% in a week and never look back. $CEPT We will see. NFA" [X Link](https://x.com/TopTickResearch/status/2019871889808851043) 2026-02-06T20:32Z [---] followers, [---] engagements "@SPACLiquidity @Securitize I am at 15% of my portfolio in $CEPT which is by far my biggest position and I still feel underallocated based on how the stars align in [----] for this stock" [X Link](https://x.com/TopTickResearch/status/2019873526707286527) 2026-02-06T20:39Z [---] followers, [---] engagements "@LeebertBairdian @Securitize Howard Lutnick owns 0% of Cantor as he had to divest it when he became Sec of Commerce. He also stepped down from all roles. Non issue" [X Link](https://x.com/TopTickResearch/status/2020160853857665374) 2026-02-07T15:40Z [---] followers, [--] engagements "Regulated tokenization of real world assets is the next huge theme on Wall Street. I don't think it could be more obvious. @SPACLiquidity and I are long $CEPT @Securitize the worlds leader in regulated tokenization of real-world assets. Few seem to know about its upcoming arrival on public markets" [X Link](https://x.com/TopTickResearch/status/2020906767731859460) 2026-02-09T17:04Z [---] followers, [---] engagements "@JMacInvesting @SPACLiquidity @Securitize Yeah if you get interested in the name I have [--] or [--] more articles on my Substack website on $CEPT https://toptickresearch.substack.com/ https://toptickresearch.substack.com/" [X Link](https://x.com/TopTickResearch/status/2020935124397981824) 2026-02-09T18:57Z [---] followers, [---] engagements "@Securitize coming public thru $CEPT SPAC - A world leader in tokenizing real-world assets which is one of the next Wall Street mega-trends. yet very little investor attention. Yet. I'll be posting my review of their recent S-4 on my Substack later this week if interested. Tokenization just went absolutely VIRAL in [----]. Franklin Templeton Securitize Circle and Superstate are leading issuers of tokenized U.S treasuries catalyzing tokenized treasuries market cap beyond $10B+ for the FIRST TIME EVER. RWAs are literally EXPLODING right now ๐ https://t.co/854Z4Fhynb Tokenization just went" [X Link](https://x.com/TopTickResearch/status/2021207188362891311) 2026-02-10T12:58Z [---] followers, [---] engagements "@SPACLiquidity @Securitize" [X Link](https://x.com/TopTickResearch/status/2021246978168860785) 2026-02-10T15:36Z [---] followers, [--] engagements "@aridiculosidea @Securitize @grok Securitize $CEPT should benefit from AI - I'll touch on this more in the future" [X Link](https://x.com/TopTickResearch/status/2021387981408305530) 2026-02-11T00:57Z [---] followers, [---] engagements "Transaction Overview - $CEPT: $1.25B pre-money equity value @ $10/share $225M PIPE (upsized oversubscribed) - Backed by ParaFi Borderless Arche Hanwha InterVest No SPAC warrants or rights 100% insider equity rollover including BlackRock Morgan Stanley ARKInvest Nasdaq ticker: $SECZ Institutional capital is leaning in. 2/8 https://twitter.com/i/web/status/2021586820081824201 https://twitter.com/i/web/status/2021586820081824201" [X Link](https://x.com/TopTickResearch/status/2021586820081824201) 2026-02-11T14:07Z [---] followers, [---] engagements "Financial Momentum (9M 2025) of @Securitize: โ Revenue: $55.6M (+841% YoY) โ Adjusted EBITDA: $25M (45% margin) Already exceeded the original full-year projections from the initial investor deck in just nine months. 3/8" [X Link](https://x.com/TopTickResearch/status/2021586823131115893) 2026-02-11T14:07Z [---] followers, [---] engagements "Impressive Scale Trajectory of @Securitize: AUM: $200M (Q123) $4.6B (Q325) 350% CAGR Monthly transaction volume: $50M $4.7B This isnt forward TAM math its realized growth. 4/8" [X Link](https://x.com/TopTickResearch/status/2021586826490695881) 2026-02-11T14:07Z [---] followers, [---] engagements "Market Share of Securitize $CEPT (via @rwa_xyz data): โ 19.5% overall tokenized asset share โ 33% tokenized Treasuries โ 31% tokenized equities โ 29% institutional funds Flagship platforms include BlackRock BUIDL ($1.7B) Exodus ($720M) Blockchain Capital ($400M) Apollo ACRED ($125M). Clear category leader by share. 5/8" [X Link](https://x.com/TopTickResearch/status/2021586828831158582) 2026-02-11T14:07Z [---] followers, [---] engagements "Strategic differentiation of @Securitize: full-stack regulation-first infrastructure. SEC-registered Transfer Agent Broker-Dealer ATS Fund Admin [--] supported blockchains Compliant DeFi integrations Partners: BlackRock Apollo KKR BNY Hamilton Lane VanEck Positioned as regulated infrastructure for institutional tokenization. 6/8 https://twitter.com/i/web/status/2021586831377154288 https://twitter.com/i/web/status/2021586831377154288" [X Link](https://x.com/TopTickResearch/status/2021586831377154288) 2026-02-11T14:07Z [---] followers, [---] engagements "The $CEPT โก $SECZ lock-up structure is notable: โ 90-day hard lock post-close on insiders & sponsor - NO Selling โ Thereafter insider unlocks only occur in tiers at $15 / $17.50 / $20 VWAP or after [---] days โ Sponsor tiers: $12.50 / $15 / $17.50 VWAP or after [---] days Incremental supply is gated behind price strength not weakness. 7/8 https://twitter.com/i/web/status/2021586834552172642 https://twitter.com/i/web/status/2021586834552172642" [X Link](https://x.com/TopTickResearch/status/2021586834552172642) 2026-02-11T14:07Z [---] followers, [---] engagements "In summary Securtize $CEPT โก $SECZ has strong growth real operating leverage category leadership and a thoughtfully structured lock-up. @Securitize is positioning as the leading public regulated tokenization / real world assets (RWA) infrastructure platform: โ $4.6B AUM โ 20% market share โ 841% YoY revenue growth โ 45% EBITDA margins while scaling rapidly โ Targeting a $19+ trillion TAM opportunity Close expected late Q1 / early Q2 [----]. 8/8 https://twitter.com/i/web/status/2021586837009993956 https://twitter.com/i/web/status/2021586837009993956" [X Link](https://x.com/TopTickResearch/status/2021586837009993956) 2026-02-11T14:07Z [---] followers, [---] engagements "@carlosdomingo @Securitize @TomMurphyTweets too bad you didn't pr this into stock news wires as Uniswap ripping - no one in TradFi can connect the dots from the Fortune article for Securitize to $CEPT SPAC. Need to get the message out there to TradFi / Wall Street - this is huge news https://twitter.com/i/web/status/2021593805405753768 https://twitter.com/i/web/status/2021593805405753768" [X Link](https://x.com/TopTickResearch/status/2021593805405753768) 2026-02-11T14:34Z [---] followers, [---] engagements "@carlosdomingo @Securitize @TomMurphyTweets too bad you didn't pr this into stock news wires as Uniswap ripping - no one in TradFi can connect the dots from the Fortune article for Securitize to $CEPT SPAC. Need to get the message out there to TradFi / Wall Street - this is huge news https://twitter.com/i/web/status/2021593929808847247 https://twitter.com/i/web/status/2021593929808847247" [X Link](https://x.com/TopTickResearch/status/2021593929808847247) 2026-02-11T14:35Z [---] followers, [---] engagements "@TomMurphyTweets @Securitize @Uniswap @carlosdomingo Thanks - problem is without connecting it to the $CEPT ticker in the PR it just goes into a black hole as it doesn't show up on wall street newswires (like your S-4 announcement did because you used the ticker etc in that PR)" [X Link](https://x.com/TopTickResearch/status/2021594877646000305) 2026-02-11T14:39Z [---] followers, [--] engagements "@TomMurphyTweets You tag your ticker/SPAC ticker and your partner Blackrock in the PR and then people on TradFi can connect the dots better as they will see the PRs. just my 2c from [--] years on the Street. I mean people will eventually find you guys - it's just harder for them to right now. https://twitter.com/i/web/status/2021596752214659203 https://twitter.com/i/web/status/2021596752214659203" [X Link](https://x.com/TopTickResearch/status/2021596752214659203) 2026-02-11T14:46Z [---] followers, [--] engagements "@TheMorgoth23 @Securitize @Uniswap @carlosdomingo @TomMurphyTweets fair enough - just think branding/being known matters for first mover type markets and investment interest from Wall Street can have a possible flywheel impact on market awareness (assuming you have real products/tech like Securitize does)" [X Link](https://x.com/TopTickResearch/status/2021600387627717059) 2026-02-11T15:01Z [---] followers, [--] engagements "@TimWarrenTrades @NewBornTradeOTC @Securitize Everyone asleep on $cept. they will wake up at some point imo. I have lots of content on that name on my Twitter profile if interested" [X Link](https://x.com/TopTickResearch/status/2021616274971983931) 2026-02-11T16:04Z [---] followers, [--] engagements "@scottmelker @SPACLiquidity $CEPT providing the tokenization infrastructure here for $BK" [X Link](https://x.com/TopTickResearch/status/2021616547056513118) 2026-02-11T16:05Z [---] followers, [---] engagements "@TheMorgoth23 @Securitize @Uniswap @carlosdomingo @TomMurphyTweets First [--] to [---] day float will be much tigher than that" [X Link](https://x.com/TopTickResearch/status/2021631587180589470) 2026-02-11T17:05Z [---] followers, [--] engagements "@TheMorgoth23 @Securitize @Uniswap @carlosdomingo @TomMurphyTweets Gotcha yeah I an very long $cept. NFA and I have been wrong before" [X Link](https://x.com/TopTickResearch/status/2021633865173872653) 2026-02-11T17:14Z [---] followers, [--] engagements "@RWAs_eth @jserna $CEPT ticker in your brokerage is @Securitize yet no one paying attention that the architect of the $BK DeFi push is investable. long $cept" [X Link](https://x.com/TopTickResearch/status/2021634521137848391) 2026-02-11T17:16Z [---] followers, [---] engagements "@mcagney @Figure @provenancefdn @coingecko No joke. Roller coaster everyday in $figr. I did buy some today so let's head back up" [X Link](https://x.com/TopTickResearch/status/2021652449627697582) 2026-02-11T18:27Z [---] followers, [---] engagements "@mcagney @matthew_sigel @Figure @provenancefdn @coingecko Interesting and smart Mike. Lockup would be in March I believe after earnings" [X Link](https://x.com/TopTickResearch/status/2021653416083325173) 2026-02-11T18:31Z [---] followers, [---] engagements "@mcagney @matthew_sigel @Figure @provenancefdn @coingecko Just blow out earnings and then we wont have a problem. ๐๐" [X Link](https://x.com/TopTickResearch/status/2021656208273473737) 2026-02-11T18:42Z [---] followers, [--] engagements "Seems like $OWL fund investors (remember $OWL just gets fees and doesn't hold the paper) probably have even less risk (better protection) than expected in this deal (and likely others) if auditors are considering making $META show this deal as debt on their books. but I know it's easier to just assume all the private credit guys are idiots. most of them are not even if some are. https://twitter.com/i/web/status/2021664750933790987 https://twitter.com/i/web/status/2021664750933790987" [X Link](https://x.com/TopTickResearch/status/2021664750933790987) 2026-02-11T19:16Z [---] followers, [---] engagements "@Kairos_Res @TomMurphyTweets @Securitize Surprisingly the SPAC taking @Securitize public $CEPT is not moving on the major news since Wall Street doesnt know it exists. but hey eventually the smart money will find this name. Yes you can own Securitize now $CEPT" [X Link](https://x.com/TopTickResearch/status/2021667144216560052) 2026-02-11T19:26Z [---] followers, [---] engagements "@flashbondtrader Because no one on Wall Street / TradFi saw the news on @Securitize (or connected the dots to the spac) as it didn't press release it attaching the news to $CEPT (the spac vehicle). Eventually they will wake up I think. Should be up 10% + imo" [X Link](https://x.com/TopTickResearch/status/2021667986252476430) 2026-02-11T19:29Z [---] followers, [---] engagements "@jalak @carlosdomingo @Mclader Eventually investors will realize they can own Securitize thru ticker $CEPT and hop on board the tokenization of Wall Street" [X Link](https://x.com/TopTickResearch/status/2021718608322474263) 2026-02-11T22:50Z [---] followers, [--] engagements "@FranklinBi @carlosdomingo @BlackRock @Uniswap Eventually investors will realize they can own @Securitize thru ticker $CEPT and hop on board the tokenization of Wall Street" [X Link](https://x.com/TopTickResearch/status/2021725608456106289) 2026-02-11T23:18Z [---] followers, [---] engagements "@BradR1115 @matthew_sigel Thanks tons of other info/articles on $CEPT / @Securitize on my Substack site if interested - https://toptickresearch.substack.com/ https://toptickresearch.substack.com/" [X Link](https://x.com/TopTickResearch/status/2021761657450500434) 2026-02-12T01:41Z [---] followers, [---] engagements "Yep - I am pretty much on my own at this time on $CEPT. No one really following it. but the S-4 (public Jan 28) is eye-opening: $55.6M revenue in 9M [----] (+841% YoY) profitable RWA market share leader backed by BlackRock/Apollo/KKR/BUIDL integrations. An oversubscribed PIPE of $225M (biggest in years for SPAC deals) and an A+ investor roster. Not sure how you can represent the on-chain economy much more directly than @Securitizeone of the only pure plays for tokenization/RWAs (outside of $FIGR which you own) and it's a profitable market share leader. Add it now or add it later - I'll bet it" [X Link](https://x.com/TopTickResearch/status/2021771563129864451) 2026-02-12T02:21Z [---] followers, [---] engagements "@aridiculosidea @Securitize I will take a look later today thanks" [X Link](https://x.com/TopTickResearch/status/2021971902643024039) 2026-02-12T15:37Z [---] followers, [--] engagements "Finally took a long here $OWL. Listened to CC. Certainly not bad. In fact I would say quite good all things considered. Not sure how much meat is left on the bone here for the massive short army. Again they just manage funds not take Principal Risk. so maybe fundraising slows down despite no evidence of that today but they aren't like a bank that can blow up due to a bad loan. Chart looks awful. massively shorted. I could be wrong. https://twitter.com/i/web/status/2019444151893262690 https://twitter.com/i/web/status/2019444151893262690" [X Link](https://x.com/TopTickResearch/status/2019444151893262690) 2026-02-05T16:12Z [---] followers, [---] engagements "So to be clear. You think $OWL the asset management company (not one of the bdcs it manages). that takes no principal risk and simply makes fees off of managing assets is going to blow up despite managing funds across the spectrum of lending (8% of AUM in software) plus real estate plus infrastructure plus GP stakes all driving long term fee income (again with no principal risk). I mean could AUM growth slow sure. Eventhough it hasn't happened yet. I just think being short $OWL the asset management company from the current price is not a great way to express a negative pure play view on" [X Link](https://x.com/TopTickResearch/status/2019886291169534171) 2026-02-06T21:29Z [---] followers, [---] engagements "$CEPT - spent more time reviewing the Securitize S-4 last week and this weekend. There is a lot more in it than just the eye-popping growth I posted on below. ๐ I'll be posting the highlights mid-week on my Substack. I plan to go over the deal background $CEPT โก $SECZ Securitizes growth and market position why tokenization matters the companys core strengths growth plans platform details competitive edge and the supportive regulatory environment. The $CEPT (@Securitize) S-4 filing last night shows serious upside. See my attached chart ๐ Revenue exploded 841% YoY to $55.6M with EBITDA" [X Link](https://x.com/TopTickResearch/status/2020883786435576277) 2026-02-09T15:33Z [---] followers, [---] engagements "@SPACLiquidity @JMacInvesting @Securitize Agree $CEPT is worth checking out before everyone knows about it - My article will get you up to speed. Securitize Inc.: Powering The Future Of Tokenized Financial Markets: https://toptickresearch.substack.com/p/securitize-inc-powering-the-future https://toptickresearch.substack.com/p/securitize-inc-powering-the-future" [X Link](https://x.com/TopTickResearch/status/2020930721419075805) 2026-02-09T18:40Z [---] followers, [---] engagements "Growth like this is rare: 841% YoY revenue surge per the S-4. $CEPT @Securitize is moving fastannouncing major DeFi integrations (Uniswap/BlackRock) and stablecoin partnerships (STBL/Hamilton Lane) just this week. They are effectively building the compliant "operating system" for on-chain finance. ๐ https://twitter.com/i/web/status/2022309183903670656 https://twitter.com/i/web/status/2022309183903670656" [X Link](https://x.com/TopTickResearch/status/2022309183903670656) 2026-02-13T13:57Z [---] followers, [---] engagements "@OfcMarshmallow @ChrisPavese Agree with @OfcMarshmallow here - $OWL is just the management company who gets fees off of managing the funds/BDCs and has grown AUM in many areas not just software. They have NO principal risk exposure here. You know that right It's just an asset-light asset manager" [X Link](https://x.com/TopTickResearch/status/2022316033327931841) 2026-02-13T14:24Z [---] followers, [--] engagements "@MaxDev07872389 @Matt_Hougan @Securitize Can you imagine if $BLK uses $CEPT / @Securitize to onchain/tokenize their ETFs. not that crazy to think it could happen. Hell Wall Street might even pay attention then" [X Link](https://x.com/TopTickResearch/status/2021669216231858200) 2026-02-11T19:34Z [---] followers, [---] engagements "๐จ NEW: Goldman Sachs $GS just disclosed a 5.9% stake in $CEPT the SPAC merging with @Securitize. Unlike typical "arb" plays Goldman's accumulation happened post-merger announcement and well above the $10 floor. Massive vote of confidence. ๐ฆโ SEC Link: https://www.sec.gov/Archives/edgar/data/2034269/000088698226000067/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/2034269/000088698226000067/xslSCHEDULE_13G_X01/primary_doc.xml" [X Link](https://x.com/TopTickResearch/status/2021999058907189616) 2026-02-12T17:25Z [---] followers, [----] engagements "$OWL could be the biggest contra X Fintwit credit play imo. Literally nonstop fear porn on private credit/AI credit etc and this is just an asset manager that runs money for fees (no principal risk) at the OWL management company. Got long into the post earnings doom. Big short interest as well. https://twitter.com/i/web/status/2020920906915381546 https://twitter.com/i/web/status/2020920906915381546" [X Link](https://x.com/TopTickResearch/status/2020920906915381546) 2026-02-09T18:01Z [---] followers, [----] engagements "@Uniswap @Securitize @BlackRock $CEPT is the stock ticker to buy @Securitize for those unaware. It's coming to public markets" [X Link](https://x.com/TopTickResearch/status/2021591713031086301) 2026-02-11T14:26Z [---] followers, [----] engagements "@RWAwatchlist_ $CEPT ticker in your brokerage is @Securitize yet no one paying attention that the architect of the $BK DeFi push is investable right now. Blackrock also an investor in $CEPT. eventually everyone will get it though. I am long $CEPT. NFA" [X Link](https://x.com/TopTickResearch/status/2021635056981459176) 2026-02-11T17:18Z [---] followers, [--] engagements "$bk meant BlackRock.actual ticker $blk" [X Link](https://x.com/TopTickResearch/status/2021732976095060097) 2026-02-11T23:47Z [---] followers, [--] engagements "@RWAwatchlist_ SEC Chair Atkins used to be an advisor to and held call options on @Securitize which is coming public via $CEPT" [X Link](https://x.com/TopTickResearch/status/2022310127634629063) 2026-02-13T14:01Z [---] followers, [---] engagements "@CitronResearch Also this week Securitize $CEPT is making moves announcing major DeFi integrations (Uniswap/BlackRock $BLK) and stablecoin partnerships (STBL/Hamilton Lane $HLNE) both just this week. They are effectively building the compliant "operating system" for on-chain finance. ๐ " [X Link](https://x.com/TopTickResearch/status/2022353682063663351) 2026-02-13T16:54Z [---] followers, [---] engagements "$CEPT has "a chance" to run huge in [----] and become a new SPAC legend imo๐ช. between huge revenue growth huge investors behind it growing integrated partnerships being the pure play on the new mega theme #tokenization and the float dynamics post despac. Best setup I have seen in awhile.๐ช NFA and DYOD. it probably WON'T happen and DON'T buy cause I wrote this but it is one stock where I see a possible 3x to 5x in [----]. Full Disclosure: Long 15% of my portfolio in this so I am talking my book.๐ https://twitter.com/i/web/status/2022365892135276648" [X Link](https://x.com/TopTickResearch/status/2022365892135276648) 2026-02-13T17:42Z [---] followers, [---] engagements "@artemis Not just one company $FIGR and $CEPT (Securitize) are my two horses in the tokenization/RWA race. Own both now that FIGR fell so much" [X Link](https://x.com/TopTickResearch/status/2022394817230315553) 2026-02-13T19:37Z [---] followers, [---] engagements "Its 8% of AUM. and they run funds that earn fees. The funds own loans to companies. If loan goes bad the underlying investors in the fund lose money not $OWL. They may lose assets under management or have a tougher time raising additional funds in theory. But that hasn't been the case yet. https://twitter.com/i/web/status/2019522340498076009 https://twitter.com/i/web/status/2019522340498076009" [X Link](https://x.com/TopTickResearch/status/2019522340498076009) 2026-02-05T21:23Z [---] followers, [---] engagements "People get confused by $OWL which takes no principal risk and is just a manager of funds for fees. Shorts and broader market fear porn indicate they have loan risk. That's not true. The underlying funds (like their BDCs) own the loans not OWL. If a loan goes bad the underlying investors or BDCs lose moneynot $OWL. They just get paid to MANAGE. The risk is they may lose AUM or have a tougher time raising additional funds if performance does poorly in theory. But that hasn't been the case yet. Only 8% of overall AUM is software; the rest is diversified across real assets infrastructure etc. I" [X Link](https://x.com/TopTickResearch/status/2019765023149543632) 2026-02-06T13:28Z [---] followers, [---] engagements "People get confused by $OWL which takes no principal risk and is just a manager of funds for fees. Shorts and broader market fear porn indicate they have loan risk. That's not true. The underlying funds (like their BDCs) own the loans not OWL. If a loan goes bad the underlying investors or BDCs lose moneynot $OWL. They just get paid to MANAGE. The risk is they may lose AUM or have a tougher time raising additional funds if performance does poorly in theory. But that hasn't been the case yet. Only 8% of overall AUM is software; the rest is diversified across real assets infrastructure etc. I" [X Link](https://x.com/TopTickResearch/status/2019765082121515225) 2026-02-06T13:28Z [---] followers, [---] engagements "$CEPT Revenue exploded 841% YoY to $55.6M for [--] months so $73m annualized - they project $110m to $140m (higher case) in [----]. However the first nine months of [----] were way above schedule. So I guess if it's only 50-100% next year I won't be disappointed. That's hyper-growth" [X Link](https://x.com/TopTickResearch/status/2019777554811338794) 2026-02-06T14:17Z [---] followers, [---] engagements "I do believe when people realize $CEPT / Securitize exists and is investable - and if the tokenization theme goes nuts like quantum did nuclear did EVs did space did - it could join the list of SPAC legends that went 5x+ off of big themes (difference here is $CEPT has real revenues and profits shooting higher already). NFA just my opinion of what could be possible. On the downside I thinks its risk is lower than most spacs. as it's growing and profitable so actual valuation floor based on numbers not just hope. https://twitter.com/i/web/status/2020934649589993972" [X Link](https://x.com/TopTickResearch/status/2020934649589993972) 2026-02-09T18:55Z [---] followers, [---] engagements "@jdorman81 How do you write an article about making money in blockchain growth and leave out the literal public debut of the world's leading tokenization platform Securitize $CEPT Youve mentioned recently that value is accruing to intermediaries like @Securitize rather than tokensso why omit the most direct way to play that thesis With an 841% YoY revenue increase and the Nasdaq listing $SECZ around the corner this is the most concrete bridge for TradFi to blockchain infrastructure currently available. Seems like a massive oversight in a guide about 'actually' making money in the space. In" [X Link](https://x.com/TopTickResearch/status/2021553697428259273) 2026-02-11T11:55Z [---] followers, [---] engagements "Securitize is going public via SPAC $CEPT โก $SECZ and the recently filed S-4 is worth a close read. My takeaway: This appears to be the most institutionally built tokenization pure play to hit public markets yet. Full ๐งต๐1/8 https://toptickresearch.substack.com/p/securitizes-path-to-going-public https://toptickresearch.substack.com/p/securitizes-path-to-going-public" [X Link](https://x.com/TopTickResearch/status/2021586816965521886) 2026-02-11T14:07Z [---] followers, [----] engagements "@jdorman81 @Securitize Here's my thread/article from today on $CEPT if interested: https://x.com/TopTickResearch/status/2021586816965521886ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2021586816965521886%7Ctwgr%5Eefe5aee31dc387c032bb94eaa6991b9d53da4764%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fpublish.twitter.com%2F%3Furl%3Dhttps%3A%2F%2Ftwitter.com%2FTopTickResearch%2Fstatus%2F2021586816965521886 Securitize is going public via SPAC $CEPT โก $SECZ and the recently filed S-4 is worth a close read. My takeaway: This appears to be the most institutionally built tokenization pure play to hit" [X Link](https://x.com/TopTickResearch/status/2021587454071824565) 2026-02-11T14:09Z [---] followers, [--] engagements "Big news for $CEPT: The real story is @Securitizes infrastructure. Integrating $BK BUIDL with UniswapX helps solve the liquidity puzzle for institutional RWAs combining SEC-regulated compliance with DeFi efficiency. ๐โ. https://fortune.com/2026/02/11/blackrock-uniswap/ https://fortune.com/2026/02/11/blackrock-uniswap/" [X Link](https://x.com/TopTickResearch/status/2021608263091999017) 2026-02-11T15:32Z [---] followers, [----] engagements "@HadickM And still no one buying @Securitize stock $CEPT. opportunity right in front of people imo" [X Link](https://x.com/TopTickResearch/status/2021634111182659607) 2026-02-11T17:15Z [---] followers, [---] engagements "@matthew_sigel Good numbers this could be a monster long term imo. NFA but I do have a long here. $figr Now just got to convince you on $CEPT. $GS filed a 5.9% ownership yesterday in CEPT meaning someone in GS bought post deal announcement" [X Link](https://x.com/TopTickResearch/status/2022332697134481684) 2026-02-13T15:31Z [---] followers, [---] engagements "@mholz315 @artemis Those for me are the closest to pure plays. other crypto exchanges and custodians are around it but not pure plays for the tokenization theme imo" [X Link](https://x.com/TopTickResearch/status/2022401287397286293) 2026-02-13T20:03Z [---] followers, [--] engagements "Skin in the Game๐ผ: @CathieDWood & ARK dont just write reports; they own the infrastructure. Securitize $CEPT โก $SECZ is currently a top-20 holding in the ARK Venture Fund (ARKVX/ARKSX) sitting alongside giants like SpaceX and OpenAI. From what I can tell Securitize is the only holding dedicated exclusively to the infrastructure layer of institutional tokenization. (2/7) https://twitter.com/i/web/status/2016513830537290075 https://twitter.com/i/web/status/2016513830537290075" [X Link](https://x.com/TopTickResearch/status/2016513830537290075) 2026-01-28T14:08Z [---] followers, [---] engagements "The 100% No-Sell Commitment๐: As Securitize moves to go public via the merger with $CEPT ARK Invest has committed to rolling 100% of their equity into the new company - $SECZ. They arent taking any chips off the table during the IPO. ARK has committed to a lock-up period restriction meaning they cannot sell their shares immediately after the merger closes. Both of these are a signal of long-term conviction. (3/7) https://twitter.com/i/web/status/2016513832961659125 https://twitter.com/i/web/status/2016513832961659125" [X Link](https://x.com/TopTickResearch/status/2016513832961659125) 2026-01-28T14:08Z [---] followers, [---] engagements "The Regulatory Moat ๐ก: Why Securitize ARKs research team (led by Lorenzo Valente & Raye Hadi) argues that Regulatory Clarity is the #1 driver for RWA growth. @Securitize is the lead player with the full stack of SEC/FINRA licenses required to handle institutional trillions. (5/7) https://twitter.com/i/web/status/2016513837793530182 https://twitter.com/i/web/status/2016513837793530182" [X Link](https://x.com/TopTickResearch/status/2016513837793530182) 2026-01-28T14:08Z [---] followers, [---] engagements "Beyond Treasuries ๐ฆ: While [----] was the year of tokenized T-Bills (like BlackRocks BUIDL) ARK predicts [----] will be the year of tokenized bank deposits and public equities. They seem to view Securitize as the toll booth that major financial institutions will have to pass through to move assets on-chain. (6/7)" [X Link](https://x.com/TopTickResearch/status/2016513840091922563) 2026-01-28T14:08Z [---] followers, [---] engagements "Converging Worlds ๐: Cathie Woods Big Idea for [----] is The Great Acceleration. By combining AI-driven productivity with blockchain settlement/tokenization ARK believes we are entering a coiled spring era for fintech. The $CEPT โก $SECZ pure play is their primary bet on the tokenization of Wall Street. ๐Full article here: (7/7) https://toptickresearch.substack.com/p/is-cathie-wood-right-ark-invest-bets https://toptickresearch.substack.com/p/is-cathie-wood-right-ark-invest-bets" [X Link](https://x.com/TopTickResearch/status/2016513842453389607) 2026-01-28T14:08Z [---] followers, [---] engagements "Anyway you look at it this is high-conviction alignment (between their forecast and their material investment) on Securitize $CEPT โก $SECZ from one of the most thematic investors @CathieDWood out there.๐" [X Link](https://x.com/TopTickResearch/status/2016514363046105330) 2026-01-28T14:11Z [---] followers, [---] engagements "@CarrascosaCris_ @CarrascosaCris_ this should be huge for Securitize (particularly near term) since it is unique in that it has US and EU licenses correct" [X Link](https://x.com/TopTickResearch/status/2016567222097908207) 2026-01-28T17:41Z [---] followers, [---] engagements "The $CEPT (@Securitize) S-4 filing last night shows serious upside. See my attached chart ๐ Revenue exploded 841% YoY to $55.6M with EBITDA margins 45% nearly double projections. ๐งจ Investor Deck Projections: $16M EBITDA for FULL YEAR [----]. Actuals (for [--] Months): $25M EBITDA already banked in JUST [--] months already ripping thru full year forecasts.๐ฎ RWA tokenization isnt just narrative its generating real cash flow at scale. ๐ธ Question isn't if it works. It's how large the platform layer gets. $SECZ era incoming. โ๐ฐ #RWA #Tokenization https://twitter.com/i/web/status/2016875236939936126" [X Link](https://x.com/TopTickResearch/status/2016875236939936126) 2026-01-29T14:05Z [---] followers, [----] engagements "@PeterBordes @Securitize This adds to several high profile hires @Securitize has made recently. I am going to write a Substack article about that in the next few weeks if interested. $CEPT" [X Link](https://x.com/TopTickResearch/status/2016951757146915141) 2026-01-29T19:09Z [---] followers, [---] engagements "@SPACLiquidity @Securitize" [X Link](https://x.com/TopTickResearch/status/2017353075061633448) 2026-01-30T21:43Z [---] followers, [--] engagements "Superb article. And why as someone from TradFi looking to make money off of this transformation I am long @Securitize. It's the BlackRock partner you mention and basically the only true pure play on tokenization infrastructure available today. Ticker $CEPT currently going public via a SPAC transaction. https://twitter.com/i/web/status/2018289761425731997 https://twitter.com/i/web/status/2018289761425731997" [X Link](https://x.com/TopTickResearch/status/2018289761425731997) 2026-02-02T11:45Z [---] followers, [---] engagements "Not all tokenized equities are created equal.๐ On-chain true ownership.โ The real spectrum: ๐น Native (Born-on-chain) ๐น DTCC (Modernized plumbing) ๐น Wrappers (Tokenized IOUs) ๐น Synthetics (Price exposure) Legal claim ticker symbol. TradFi Decoded: A DeFi Survival Guide Vol. [--] is live: https://toptickresearch.substack.com/p/tradfi-decoded-a-defi-survival-guide-a43 https://toptickresearch.substack.com/p/tradfi-decoded-a-defi-survival-guide-a43" [X Link](https://x.com/TopTickResearch/status/2018318029763833970) 2026-02-02T13:38Z [---] followers, [---] engagements "Tokenization isnt about crypto hype its about Wall Street upgrading its operating system. $CEPT With BlackRock committing the winners wont just be asset managers. Theyll be the regulated infrastructure players enabling issuance transfer and fund services. Thats why I keep coming back to $CEPT / @Securitize the platform BlackRock $BLK both invested in and uses as the pure-play equity on this theme. Excellent piece on the broader Tokenizing the World shift. ๐ https://t.co/jBiAwaqCFM https://t.co/jBiAwaqCFM" [X Link](https://x.com/TopTickResearch/status/2018339581146386561) 2026-02-02T15:03Z [---] followers, [---] engagements "Agree 100%. To bring real Wall Street money on-chain at scale RWAs need to be tokenized in a fully regulated way exactly what @Securitize $CEPT has done (SEC-registered broker-dealer + ATS + KYC/AML from day one). Thats why BlackRock picked them for BUIDL. My moneys where my mouth is: long $CEPT (the SPAC taking Securitize public). https://twitter.com/i/web/status/2018521591907221540 https://twitter.com/i/web/status/2018521591907221540" [X Link](https://x.com/TopTickResearch/status/2018521591907221540) 2026-02-03T03:07Z [---] followers, [----] engagements "@ConnorJBates_ $OWL gets much cheaper and its going to get an acquisition offer imo. seems like a natural add-on for any of the big boys at these prices/with synergies" [X Link](https://x.com/TopTickResearch/status/2018690170585796969) 2026-02-03T14:16Z [---] followers, [---] engagements "@komodo_capital About 15% of my portfolio so huge position for me the way I invest. Not a recommendation and certainly oversized. $cept" [X Link](https://x.com/TopTickResearch/status/2018784329133105401) 2026-02-03T20:31Z [---] followers, [---] engagements "Would agree I see bears getting super greedy even after massive plunges in a lot of names. One I am watching tomorrow is $OWL as a gauge. An asset manager of funds but not taking principal risk (fee driven). Massive fear porn on private credit and big short interest massive sell-off into earnings here. does it bounce if they just post ok numbers. or it there more to go. Been targeted as like ground zero by the bears for private credit so one to watch. https://twitter.com/i/web/status/2019130023073005848 https://twitter.com/i/web/status/2019130023073005848" [X Link](https://x.com/TopTickResearch/status/2019130023073005848) 2026-02-04T19:24Z [---] followers, [---] engagements "@JulianKlymochko @SpecialSitsNews Agree on $MSDL and $GBDC Only [--] BDCs I own are those and $MSDL particularly cheap for its quality Sold puts on $BXSL to own at $26.5 which imo is the best of breed 1st lien loan focused BDC" [X Link](https://x.com/TopTickResearch/status/1968322683676115120) 2025-09-17T14:34Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TopTickResearch Top TickTop Tick posts on X about $cept, tokenization, wall street, $secz the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 55% stocks 39% financial services #1015 exchanges 12% technology brands 7% social networks 3% cryptocurrencies 1%
Social topic influence $cept #3, tokenization #130, wall street #1184, $secz #4, $owl #19, blackrock #423, uniswap 8%, defi #2190, securitize #2, imo #398
Top accounts mentioned or mentioned by @securitize @spacliquidity @carlosdomingo @tommurphytweets @aridiculosidea @themorgoth23 @uniswap @jmacinvesting @mcagney @matthewsigel @figure @provenancefdn @coingecko @jdorman81 @arkinvest @securitizes @newborntradeotc @blackrock @bradr1115 @rwawatchlist
Top assets mentioned Blue Owl Capital, Inc. (OWL) BlackRock Inc (BLK) BlackCoin (BLK) Bank of New York Mellon Corp (BK) Figure Technology Solutions, Inc. (FIGR) GammaSwap (GS) Goldman Sachs (GS) Morgan Stanley Direct Lending Fund (MSDL) Blackstone Secured Lending Fund (BXSL) Morgan Stanley (MS) KKR & Co, Inc. (KKR) Born in [--] (19) Metadium (META)
Top posts by engagements in the last [--] hours
"ICYMI: @Securitize incoming via $CEPT SPAC looks like the most institutionally built RWA/tokenization play yet. Backed by $BLK @ARKInvest $MS Goldman Sachs $GS filed a 5.9% stake yesterday. ๐ When numerous major investors all align into the same emerging infrastructure play you pay attention.โ Securitize is going public via SPAC $CEPT โก $SECZ and the recently filed S-4 is worth a close read. My takeaway: This appears to be the most institutionally built tokenization pure play to hit public markets yet. Full article:https://t.co/yXraYZbOve ๐งต๐1/8 https://t.co/7kbyw6kvjk Securitize is going"
X Link 2026-02-13T13:55Z [---] followers, [---] engagements
"And yes because I am like this. I am taking the other side of the massive BDC/private credit fear porn all over twitter the last week. long $msdl (15.85) long $bxsl (25.82) long $owl (16.5) Let's see how these do from here vs sp500 over next [--] months including dividends"
X Link 2025-10-01T15:00Z [---] followers, [----] engagements
"๐งตThe @ARKInvest Thesis: Why Cathie Wood is Betting Big on Securitize $CEPT โก $SECZ The $11 Trillion Call๐ฎ: In the new Big Ideas [----] report ARK Invest forecasts that tokenized assets will explode to $11 Trillion by [----]. They arent just talking about cryptotheyre talking about the on-chaining of the entire global financial system. (1/7) http://ark-invest.com/big-ideas-2026 http://ark-invest.com/big-ideas-2026 http://ark-invest.com/big-ideas-2026 http://ark-invest.com/big-ideas-2026"
X Link 2026-01-28T14:08Z [---] followers, [----] engagements
"$CEPT - Here's the full article I published on my Substack prior to my X post this morning: Quick Update - $CEPT Filed an S-4 and the Numbers are Impressive: https://toptickresearch.substack.com/p/quick-update-cept-filed-an-s-4-and https://toptickresearch.substack.com/p/quick-update-cept-filed-an-s-4-and"
X Link 2026-01-29T18:11Z [---] followers, [----] engagements
"@TheShortBear If you believe Tokenization is going to be a major theme this research may interest you: Securitize Inc. $CEPT: Powering The Future Of Tokenized Financial Markets - Why This Tokenization Pure-Play is My Most Exciting Stock To Own for [----] - https://toptickresearch.substack.com/p/securitize-inc-powering-the-future https://toptickresearch.substack.com/p/securitize-inc-powering-the-future"
X Link 2026-01-31T00:05Z [---] followers, [----] engagements
"Securitize Is Hiring Wall Street Operators And That Matters. $CEPT ๐งต๐ With 841% YoY revenue growth and recent senior hires from Nasdaq and PayPal @Securitize is positioning itself at the intersection of capital markets and blockchain. Wall Street isnt just watching tokenization its moving in. Article here (1/3): https://toptickresearch.substack.com/p/securitize-is-hiring-wall-street https://toptickresearch.substack.com/p/securitize-is-hiring-wall-street"
X Link 2026-02-04T14:05Z [---] followers, [----] engagements
"@Securitize isn't just building a tokenization platform; they're assembling the Wall Street vets to build regulated digital infrastructure. ๐ $CEPT From Jerome Roche (ex-PayPal Head of Legal for Digital Assets) to Giang Bui (ex-Nasdaq Head of Equities/Listings) the message seems clear: The Institutional Infrastructure era has begun. (2/3)"
X Link 2026-02-04T14:05Z [---] followers, [---] engagements
"Hype doesn't generate @Securitize's 841% revenue growthresults do. ๐ While the market watches the $CEPT SPAC merger move toward the $SECZ ticker these operators are quietly building the regulated rails for the next generation of capital markets. Now we just wait until Wall Street finds out (3/3) https://twitter.com/i/web/status/2019049558202831258 https://twitter.com/i/web/status/2019049558202831258"
X Link 2026-02-04T14:05Z [---] followers, [---] engagements
"@RentYourStocks I agree these two are key. Everyone posting fear porn on $OWL $KKR etc as if the world's ending for these asset managers. A lot of bad priced in and I don't think anyone long stocks should root against them as they can drag the whole market down with them"
X Link 2026-02-04T22:05Z [---] followers, [---] engagements
"$CEPT ๐จ๐ณ๐ @securitize & @eulerfinance big stuff being cooked up by @Securitize & @eulerfinance. more to share ๐. big stuff being cooked up by @Securitize & @eulerfinance. more to share ๐"
X Link 2026-02-04T22:22Z [---] followers, [---] engagements
"$CEPT - @Securitize is hiring Wall Street vets to build regulated digital infrastructure. ๐ - Jerome Roche (ex-PayPal Head of Legal for Digital Assets) - Giang Bui (ex-Nasdaq Head of Equities/Listings) Full Article Below(ICYMI)๐ Securitize Is Hiring Wall Street Operators And That Matters. $CEPT ๐งต๐ With 841% YoY revenue growth and recent senior hires from Nasdaq and PayPal @Securitize is positioning itself at the intersection of capital markets and blockchain. Wall Street isnt just watching https://t.co/JBwMFMzXXB Securitize Is Hiring Wall Street Operators And That Matters. $CEPT ๐งต๐ With"
X Link 2026-02-05T13:29Z [---] followers, [---] engagements
"@zerohedge Owl a lot more than just software BDCs though. real estate infrastructure etc"
X Link 2026-02-05T16:52Z [---] followers, [----] engagements
"The parallel build-out of the Figure $FIGR and Securitize (via $CEPT) regulated trading platforms (ATS) represents a fundamental shift in capital market infrastructure. We're seeing a transition from tokenization as a simple 'wrapper' toward native on-chain equity as the new settlement standard. Migrating public issuance to these blockchain-based marketplaces effectively bypasses legacy settlement delays and introduces a more efficient vertically integrated model for 24/7 liquidity. These two are both pioneers in the regulated tokenization space shaking up the centralized exchange status quo"
X Link 2026-02-05T17:43Z [---] followers, [---] engagements
"People get confused by $OWL which takes no principal risk and is just a manager of funds for fees. Shorts and broader market fear porn indicate they have loan risk. That's not true. The underlying funds (like their BDCs) own the loans not OWL. If a loan goes bad the underlying investors or BDCs lose moneynot $OWL. They just get paid to MANAGE. The risk is they may lose AUM or have a tougher time raising additional funds if performance does poorly in theory. But that hasn't been the case yet. Only 8% of overall AUM is software; the rest is diversified across real assets infrastructure etc. I"
X Link 2026-02-06T13:27Z [---] followers, [---] engagements
"Fair question on $CEPT I get this one a lot๐ฅ Answer: some big institutions do have internal labs (JPM Kinexys Goldman GS DAP etc.) often for specific uses. But the @Securitize 841% YoY revenue explosion๐ tells a different story: the market is consolidating around neutral licensed interoperable tokenization infrastructure not everyone racing to build their own full stack. Why most institutions wont fully internalize: โ
Digital Transfer Agent Securitize is the SEC-registered books & records keeper. If a bank does this in-house they eat enormous legal & operational liability on every single"
X Link 2026-02-06T13:58Z [---] followers, [----] engagements
"By the time the smoke clears it will be $14-15 already. now is the time to take a shot long imo. Shorts in way too deep here - near [--] million shares short any many I think confuse $OWL for its BDC etc. People get confused by $OWL which takes no principal risk and is just a manager of funds for fees. Shorts and broader market fear porn indicate they have loan risk. That's not true. The underlying funds (like their BDCs) own the loans not OWL. If a loan goes bad the underlying investors or BDCs lose moneynot $OWL. They just get paid to MANAGE. The risk is they may lose AUM or have a tougher"
X Link 2026-02-06T14:55Z [---] followers, [----] engagements
"$CEPT @Securitize mentioned in this Forbes article - Tokenization is the major theme coming soon to Wall Street. How are you expressing this theme I think $CEPT is the pure play stock people aren't paying attention to yet. Coming public thru the $CEPT SPAC then $SECZ Securitize Inc.: Powering The Future Of Tokenized Financial Markets: https://toptickresearch.substack.com/p/securitize-inc-powering-the-future ๐ฅ BREAKING: "Tokenization is hitting every asset class simultaneously." per Forbes ITS HAPPENING. ๐ https://t.co/7L8U5VkfJu"
X Link 2026-02-06T15:29Z [---] followers, [---] engagements
"Paul Atkins the SEC Chair literally helped $CEPT @Securitize design the blueprint for how the regulators are managing the rollout of tokenization. they spent years getting prepared for this moment. No one is more ready than they are and tokenization is full speed ahead. I expect some big announcements over the next few months. https://twitter.com/i/web/status/2019819363302268957 https://twitter.com/i/web/status/2019819363302268957"
X Link 2026-02-06T17:03Z [---] followers, [---] engagements
"@SPACLiquidity @Securitize I feel like it will be nothing nothing nothing then up like 50% in a week and never look back. $CEPT We will see. NFA"
X Link 2026-02-06T20:32Z [---] followers, [---] engagements
"@SPACLiquidity @Securitize I am at 15% of my portfolio in $CEPT which is by far my biggest position and I still feel underallocated based on how the stars align in [----] for this stock"
X Link 2026-02-06T20:39Z [---] followers, [---] engagements
"@LeebertBairdian @Securitize Howard Lutnick owns 0% of Cantor as he had to divest it when he became Sec of Commerce. He also stepped down from all roles. Non issue"
X Link 2026-02-07T15:40Z [---] followers, [--] engagements
"Regulated tokenization of real world assets is the next huge theme on Wall Street. I don't think it could be more obvious. @SPACLiquidity and I are long $CEPT @Securitize the worlds leader in regulated tokenization of real-world assets. Few seem to know about its upcoming arrival on public markets"
X Link 2026-02-09T17:04Z [---] followers, [---] engagements
"@JMacInvesting @SPACLiquidity @Securitize Yeah if you get interested in the name I have [--] or [--] more articles on my Substack website on $CEPT https://toptickresearch.substack.com/ https://toptickresearch.substack.com/"
X Link 2026-02-09T18:57Z [---] followers, [---] engagements
"@Securitize coming public thru $CEPT SPAC - A world leader in tokenizing real-world assets which is one of the next Wall Street mega-trends. yet very little investor attention. Yet. I'll be posting my review of their recent S-4 on my Substack later this week if interested. Tokenization just went absolutely VIRAL in [----]. Franklin Templeton Securitize Circle and Superstate are leading issuers of tokenized U.S treasuries catalyzing tokenized treasuries market cap beyond $10B+ for the FIRST TIME EVER. RWAs are literally EXPLODING right now ๐ https://t.co/854Z4Fhynb Tokenization just went"
X Link 2026-02-10T12:58Z [---] followers, [---] engagements
"@SPACLiquidity @Securitize"
X Link 2026-02-10T15:36Z [---] followers, [--] engagements
"@aridiculosidea @Securitize @grok Securitize $CEPT should benefit from AI - I'll touch on this more in the future"
X Link 2026-02-11T00:57Z [---] followers, [---] engagements
"Transaction Overview - $CEPT: $1.25B pre-money equity value @ $10/share $225M PIPE (upsized oversubscribed) - Backed by ParaFi Borderless Arche Hanwha InterVest No SPAC warrants or rights 100% insider equity rollover including BlackRock Morgan Stanley ARKInvest Nasdaq ticker: $SECZ Institutional capital is leaning in. 2/8 https://twitter.com/i/web/status/2021586820081824201 https://twitter.com/i/web/status/2021586820081824201"
X Link 2026-02-11T14:07Z [---] followers, [---] engagements
"Financial Momentum (9M 2025) of @Securitize: โ
Revenue: $55.6M (+841% YoY) โ
Adjusted EBITDA: $25M (45% margin) Already exceeded the original full-year projections from the initial investor deck in just nine months. 3/8"
X Link 2026-02-11T14:07Z [---] followers, [---] engagements
"Impressive Scale Trajectory of @Securitize: AUM: $200M (Q123) $4.6B (Q325) 350% CAGR Monthly transaction volume: $50M $4.7B This isnt forward TAM math its realized growth. 4/8"
X Link 2026-02-11T14:07Z [---] followers, [---] engagements
"Market Share of Securitize $CEPT (via @rwa_xyz data): โ
19.5% overall tokenized asset share โ
33% tokenized Treasuries โ
31% tokenized equities โ
29% institutional funds Flagship platforms include BlackRock BUIDL ($1.7B) Exodus ($720M) Blockchain Capital ($400M) Apollo ACRED ($125M). Clear category leader by share. 5/8"
X Link 2026-02-11T14:07Z [---] followers, [---] engagements
"Strategic differentiation of @Securitize: full-stack regulation-first infrastructure. SEC-registered Transfer Agent Broker-Dealer ATS Fund Admin [--] supported blockchains Compliant DeFi integrations Partners: BlackRock Apollo KKR BNY Hamilton Lane VanEck Positioned as regulated infrastructure for institutional tokenization. 6/8 https://twitter.com/i/web/status/2021586831377154288 https://twitter.com/i/web/status/2021586831377154288"
X Link 2026-02-11T14:07Z [---] followers, [---] engagements
"The $CEPT โก $SECZ lock-up structure is notable: โ
90-day hard lock post-close on insiders & sponsor - NO Selling โ
Thereafter insider unlocks only occur in tiers at $15 / $17.50 / $20 VWAP or after [---] days โ
Sponsor tiers: $12.50 / $15 / $17.50 VWAP or after [---] days Incremental supply is gated behind price strength not weakness. 7/8 https://twitter.com/i/web/status/2021586834552172642 https://twitter.com/i/web/status/2021586834552172642"
X Link 2026-02-11T14:07Z [---] followers, [---] engagements
"In summary Securtize $CEPT โก $SECZ has strong growth real operating leverage category leadership and a thoughtfully structured lock-up. @Securitize is positioning as the leading public regulated tokenization / real world assets (RWA) infrastructure platform: โ
$4.6B AUM โ
20% market share โ
841% YoY revenue growth โ
45% EBITDA margins while scaling rapidly โ
Targeting a $19+ trillion TAM opportunity Close expected late Q1 / early Q2 [----]. 8/8 https://twitter.com/i/web/status/2021586837009993956 https://twitter.com/i/web/status/2021586837009993956"
X Link 2026-02-11T14:07Z [---] followers, [---] engagements
"@carlosdomingo @Securitize @TomMurphyTweets too bad you didn't pr this into stock news wires as Uniswap ripping - no one in TradFi can connect the dots from the Fortune article for Securitize to $CEPT SPAC. Need to get the message out there to TradFi / Wall Street - this is huge news https://twitter.com/i/web/status/2021593805405753768 https://twitter.com/i/web/status/2021593805405753768"
X Link 2026-02-11T14:34Z [---] followers, [---] engagements
"@carlosdomingo @Securitize @TomMurphyTweets too bad you didn't pr this into stock news wires as Uniswap ripping - no one in TradFi can connect the dots from the Fortune article for Securitize to $CEPT SPAC. Need to get the message out there to TradFi / Wall Street - this is huge news https://twitter.com/i/web/status/2021593929808847247 https://twitter.com/i/web/status/2021593929808847247"
X Link 2026-02-11T14:35Z [---] followers, [---] engagements
"@TomMurphyTweets @Securitize @Uniswap @carlosdomingo Thanks - problem is without connecting it to the $CEPT ticker in the PR it just goes into a black hole as it doesn't show up on wall street newswires (like your S-4 announcement did because you used the ticker etc in that PR)"
X Link 2026-02-11T14:39Z [---] followers, [--] engagements
"@TomMurphyTweets You tag your ticker/SPAC ticker and your partner Blackrock in the PR and then people on TradFi can connect the dots better as they will see the PRs. just my 2c from [--] years on the Street. I mean people will eventually find you guys - it's just harder for them to right now. https://twitter.com/i/web/status/2021596752214659203 https://twitter.com/i/web/status/2021596752214659203"
X Link 2026-02-11T14:46Z [---] followers, [--] engagements
"@TheMorgoth23 @Securitize @Uniswap @carlosdomingo @TomMurphyTweets fair enough - just think branding/being known matters for first mover type markets and investment interest from Wall Street can have a possible flywheel impact on market awareness (assuming you have real products/tech like Securitize does)"
X Link 2026-02-11T15:01Z [---] followers, [--] engagements
"@TimWarrenTrades @NewBornTradeOTC @Securitize Everyone asleep on $cept. they will wake up at some point imo. I have lots of content on that name on my Twitter profile if interested"
X Link 2026-02-11T16:04Z [---] followers, [--] engagements
"@scottmelker @SPACLiquidity $CEPT providing the tokenization infrastructure here for $BK"
X Link 2026-02-11T16:05Z [---] followers, [---] engagements
"@TheMorgoth23 @Securitize @Uniswap @carlosdomingo @TomMurphyTweets First [--] to [---] day float will be much tigher than that"
X Link 2026-02-11T17:05Z [---] followers, [--] engagements
"@TheMorgoth23 @Securitize @Uniswap @carlosdomingo @TomMurphyTweets Gotcha yeah I an very long $cept. NFA and I have been wrong before"
X Link 2026-02-11T17:14Z [---] followers, [--] engagements
"@RWAs_eth @jserna $CEPT ticker in your brokerage is @Securitize yet no one paying attention that the architect of the $BK DeFi push is investable. long $cept"
X Link 2026-02-11T17:16Z [---] followers, [---] engagements
"@mcagney @Figure @provenancefdn @coingecko No joke. Roller coaster everyday in $figr. I did buy some today so let's head back up"
X Link 2026-02-11T18:27Z [---] followers, [---] engagements
"@mcagney @matthew_sigel @Figure @provenancefdn @coingecko Interesting and smart Mike. Lockup would be in March I believe after earnings"
X Link 2026-02-11T18:31Z [---] followers, [---] engagements
"@mcagney @matthew_sigel @Figure @provenancefdn @coingecko Just blow out earnings and then we wont have a problem. ๐๐"
X Link 2026-02-11T18:42Z [---] followers, [--] engagements
"Seems like $OWL fund investors (remember $OWL just gets fees and doesn't hold the paper) probably have even less risk (better protection) than expected in this deal (and likely others) if auditors are considering making $META show this deal as debt on their books. but I know it's easier to just assume all the private credit guys are idiots. most of them are not even if some are. https://twitter.com/i/web/status/2021664750933790987 https://twitter.com/i/web/status/2021664750933790987"
X Link 2026-02-11T19:16Z [---] followers, [---] engagements
"@Kairos_Res @TomMurphyTweets @Securitize Surprisingly the SPAC taking @Securitize public $CEPT is not moving on the major news since Wall Street doesnt know it exists. but hey eventually the smart money will find this name. Yes you can own Securitize now $CEPT"
X Link 2026-02-11T19:26Z [---] followers, [---] engagements
"@flashbondtrader Because no one on Wall Street / TradFi saw the news on @Securitize (or connected the dots to the spac) as it didn't press release it attaching the news to $CEPT (the spac vehicle). Eventually they will wake up I think. Should be up 10% + imo"
X Link 2026-02-11T19:29Z [---] followers, [---] engagements
"@jalak @carlosdomingo @Mclader Eventually investors will realize they can own Securitize thru ticker $CEPT and hop on board the tokenization of Wall Street"
X Link 2026-02-11T22:50Z [---] followers, [--] engagements
"@FranklinBi @carlosdomingo @BlackRock @Uniswap Eventually investors will realize they can own @Securitize thru ticker $CEPT and hop on board the tokenization of Wall Street"
X Link 2026-02-11T23:18Z [---] followers, [---] engagements
"@BradR1115 @matthew_sigel Thanks tons of other info/articles on $CEPT / @Securitize on my Substack site if interested - https://toptickresearch.substack.com/ https://toptickresearch.substack.com/"
X Link 2026-02-12T01:41Z [---] followers, [---] engagements
"Yep - I am pretty much on my own at this time on $CEPT. No one really following it. but the S-4 (public Jan 28) is eye-opening: $55.6M revenue in 9M [----] (+841% YoY) profitable RWA market share leader backed by BlackRock/Apollo/KKR/BUIDL integrations. An oversubscribed PIPE of $225M (biggest in years for SPAC deals) and an A+ investor roster. Not sure how you can represent the on-chain economy much more directly than @Securitizeone of the only pure plays for tokenization/RWAs (outside of $FIGR which you own) and it's a profitable market share leader. Add it now or add it later - I'll bet it"
X Link 2026-02-12T02:21Z [---] followers, [---] engagements
"@aridiculosidea @Securitize I will take a look later today thanks"
X Link 2026-02-12T15:37Z [---] followers, [--] engagements
"Finally took a long here $OWL. Listened to CC. Certainly not bad. In fact I would say quite good all things considered. Not sure how much meat is left on the bone here for the massive short army. Again they just manage funds not take Principal Risk. so maybe fundraising slows down despite no evidence of that today but they aren't like a bank that can blow up due to a bad loan. Chart looks awful. massively shorted. I could be wrong. https://twitter.com/i/web/status/2019444151893262690 https://twitter.com/i/web/status/2019444151893262690"
X Link 2026-02-05T16:12Z [---] followers, [---] engagements
"So to be clear. You think $OWL the asset management company (not one of the bdcs it manages). that takes no principal risk and simply makes fees off of managing assets is going to blow up despite managing funds across the spectrum of lending (8% of AUM in software) plus real estate plus infrastructure plus GP stakes all driving long term fee income (again with no principal risk). I mean could AUM growth slow sure. Eventhough it hasn't happened yet. I just think being short $OWL the asset management company from the current price is not a great way to express a negative pure play view on"
X Link 2026-02-06T21:29Z [---] followers, [---] engagements
"$CEPT - spent more time reviewing the Securitize S-4 last week and this weekend. There is a lot more in it than just the eye-popping growth I posted on below. ๐ I'll be posting the highlights mid-week on my Substack. I plan to go over the deal background $CEPT โก $SECZ Securitizes growth and market position why tokenization matters the companys core strengths growth plans platform details competitive edge and the supportive regulatory environment. The $CEPT (@Securitize) S-4 filing last night shows serious upside. See my attached chart ๐ Revenue exploded 841% YoY to $55.6M with EBITDA"
X Link 2026-02-09T15:33Z [---] followers, [---] engagements
"@SPACLiquidity @JMacInvesting @Securitize Agree $CEPT is worth checking out before everyone knows about it - My article will get you up to speed. Securitize Inc.: Powering The Future Of Tokenized Financial Markets: https://toptickresearch.substack.com/p/securitize-inc-powering-the-future https://toptickresearch.substack.com/p/securitize-inc-powering-the-future"
X Link 2026-02-09T18:40Z [---] followers, [---] engagements
"Growth like this is rare: 841% YoY revenue surge per the S-4. $CEPT @Securitize is moving fastannouncing major DeFi integrations (Uniswap/BlackRock) and stablecoin partnerships (STBL/Hamilton Lane) just this week. They are effectively building the compliant "operating system" for on-chain finance. ๐ https://twitter.com/i/web/status/2022309183903670656 https://twitter.com/i/web/status/2022309183903670656"
X Link 2026-02-13T13:57Z [---] followers, [---] engagements
"@OfcMarshmallow @ChrisPavese Agree with @OfcMarshmallow here - $OWL is just the management company who gets fees off of managing the funds/BDCs and has grown AUM in many areas not just software. They have NO principal risk exposure here. You know that right It's just an asset-light asset manager"
X Link 2026-02-13T14:24Z [---] followers, [--] engagements
"@MaxDev07872389 @Matt_Hougan @Securitize Can you imagine if $BLK uses $CEPT / @Securitize to onchain/tokenize their ETFs. not that crazy to think it could happen. Hell Wall Street might even pay attention then"
X Link 2026-02-11T19:34Z [---] followers, [---] engagements
"๐จ NEW: Goldman Sachs $GS just disclosed a 5.9% stake in $CEPT the SPAC merging with @Securitize. Unlike typical "arb" plays Goldman's accumulation happened post-merger announcement and well above the $10 floor. Massive vote of confidence. ๐ฆโ SEC Link: https://www.sec.gov/Archives/edgar/data/2034269/000088698226000067/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/2034269/000088698226000067/xslSCHEDULE_13G_X01/primary_doc.xml"
X Link 2026-02-12T17:25Z [---] followers, [----] engagements
"$OWL could be the biggest contra X Fintwit credit play imo. Literally nonstop fear porn on private credit/AI credit etc and this is just an asset manager that runs money for fees (no principal risk) at the OWL management company. Got long into the post earnings doom. Big short interest as well. https://twitter.com/i/web/status/2020920906915381546 https://twitter.com/i/web/status/2020920906915381546"
X Link 2026-02-09T18:01Z [---] followers, [----] engagements
"@Uniswap @Securitize @BlackRock $CEPT is the stock ticker to buy @Securitize for those unaware. It's coming to public markets"
X Link 2026-02-11T14:26Z [---] followers, [----] engagements
"@RWAwatchlist_ $CEPT ticker in your brokerage is @Securitize yet no one paying attention that the architect of the $BK DeFi push is investable right now. Blackrock also an investor in $CEPT. eventually everyone will get it though. I am long $CEPT. NFA"
X Link 2026-02-11T17:18Z [---] followers, [--] engagements
"$bk meant BlackRock.actual ticker $blk"
X Link 2026-02-11T23:47Z [---] followers, [--] engagements
"@RWAwatchlist_ SEC Chair Atkins used to be an advisor to and held call options on @Securitize which is coming public via $CEPT"
X Link 2026-02-13T14:01Z [---] followers, [---] engagements
"@CitronResearch Also this week Securitize $CEPT is making moves announcing major DeFi integrations (Uniswap/BlackRock $BLK) and stablecoin partnerships (STBL/Hamilton Lane $HLNE) both just this week. They are effectively building the compliant "operating system" for on-chain finance. ๐ "
X Link 2026-02-13T16:54Z [---] followers, [---] engagements
"$CEPT has "a chance" to run huge in [----] and become a new SPAC legend imo๐ช. between huge revenue growth huge investors behind it growing integrated partnerships being the pure play on the new mega theme #tokenization and the float dynamics post despac. Best setup I have seen in awhile.๐ช NFA and DYOD. it probably WON'T happen and DON'T buy cause I wrote this but it is one stock where I see a possible 3x to 5x in [----]. Full Disclosure: Long 15% of my portfolio in this so I am talking my book.๐ https://twitter.com/i/web/status/2022365892135276648"
X Link 2026-02-13T17:42Z [---] followers, [---] engagements
"@artemis Not just one company $FIGR and $CEPT (Securitize) are my two horses in the tokenization/RWA race. Own both now that FIGR fell so much"
X Link 2026-02-13T19:37Z [---] followers, [---] engagements
"Its 8% of AUM. and they run funds that earn fees. The funds own loans to companies. If loan goes bad the underlying investors in the fund lose money not $OWL. They may lose assets under management or have a tougher time raising additional funds in theory. But that hasn't been the case yet. https://twitter.com/i/web/status/2019522340498076009 https://twitter.com/i/web/status/2019522340498076009"
X Link 2026-02-05T21:23Z [---] followers, [---] engagements
"People get confused by $OWL which takes no principal risk and is just a manager of funds for fees. Shorts and broader market fear porn indicate they have loan risk. That's not true. The underlying funds (like their BDCs) own the loans not OWL. If a loan goes bad the underlying investors or BDCs lose moneynot $OWL. They just get paid to MANAGE. The risk is they may lose AUM or have a tougher time raising additional funds if performance does poorly in theory. But that hasn't been the case yet. Only 8% of overall AUM is software; the rest is diversified across real assets infrastructure etc. I"
X Link 2026-02-06T13:28Z [---] followers, [---] engagements
"People get confused by $OWL which takes no principal risk and is just a manager of funds for fees. Shorts and broader market fear porn indicate they have loan risk. That's not true. The underlying funds (like their BDCs) own the loans not OWL. If a loan goes bad the underlying investors or BDCs lose moneynot $OWL. They just get paid to MANAGE. The risk is they may lose AUM or have a tougher time raising additional funds if performance does poorly in theory. But that hasn't been the case yet. Only 8% of overall AUM is software; the rest is diversified across real assets infrastructure etc. I"
X Link 2026-02-06T13:28Z [---] followers, [---] engagements
"$CEPT Revenue exploded 841% YoY to $55.6M for [--] months so $73m annualized - they project $110m to $140m (higher case) in [----]. However the first nine months of [----] were way above schedule. So I guess if it's only 50-100% next year I won't be disappointed. That's hyper-growth"
X Link 2026-02-06T14:17Z [---] followers, [---] engagements
"I do believe when people realize $CEPT / Securitize exists and is investable - and if the tokenization theme goes nuts like quantum did nuclear did EVs did space did - it could join the list of SPAC legends that went 5x+ off of big themes (difference here is $CEPT has real revenues and profits shooting higher already). NFA just my opinion of what could be possible. On the downside I thinks its risk is lower than most spacs. as it's growing and profitable so actual valuation floor based on numbers not just hope. https://twitter.com/i/web/status/2020934649589993972"
X Link 2026-02-09T18:55Z [---] followers, [---] engagements
"@jdorman81 How do you write an article about making money in blockchain growth and leave out the literal public debut of the world's leading tokenization platform Securitize $CEPT Youve mentioned recently that value is accruing to intermediaries like @Securitize rather than tokensso why omit the most direct way to play that thesis With an 841% YoY revenue increase and the Nasdaq listing $SECZ around the corner this is the most concrete bridge for TradFi to blockchain infrastructure currently available. Seems like a massive oversight in a guide about 'actually' making money in the space. In"
X Link 2026-02-11T11:55Z [---] followers, [---] engagements
"Securitize is going public via SPAC $CEPT โก $SECZ and the recently filed S-4 is worth a close read. My takeaway: This appears to be the most institutionally built tokenization pure play to hit public markets yet. Full ๐งต๐1/8 https://toptickresearch.substack.com/p/securitizes-path-to-going-public https://toptickresearch.substack.com/p/securitizes-path-to-going-public"
X Link 2026-02-11T14:07Z [---] followers, [----] engagements
"@jdorman81 @Securitize Here's my thread/article from today on $CEPT if interested: https://x.com/TopTickResearch/status/2021586816965521886ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2021586816965521886%7Ctwgr%5Eefe5aee31dc387c032bb94eaa6991b9d53da4764%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fpublish.twitter.com%2F%3Furl%3Dhttps%3A%2F%2Ftwitter.com%2FTopTickResearch%2Fstatus%2F2021586816965521886 Securitize is going public via SPAC $CEPT โก $SECZ and the recently filed S-4 is worth a close read. My takeaway: This appears to be the most institutionally built tokenization pure play to hit"
X Link 2026-02-11T14:09Z [---] followers, [--] engagements
"Big news for $CEPT: The real story is @Securitizes infrastructure. Integrating $BK BUIDL with UniswapX helps solve the liquidity puzzle for institutional RWAs combining SEC-regulated compliance with DeFi efficiency. ๐โ. https://fortune.com/2026/02/11/blackrock-uniswap/ https://fortune.com/2026/02/11/blackrock-uniswap/"
X Link 2026-02-11T15:32Z [---] followers, [----] engagements
"@HadickM And still no one buying @Securitize stock $CEPT. opportunity right in front of people imo"
X Link 2026-02-11T17:15Z [---] followers, [---] engagements
"@matthew_sigel Good numbers this could be a monster long term imo. NFA but I do have a long here. $figr Now just got to convince you on $CEPT. $GS filed a 5.9% ownership yesterday in CEPT meaning someone in GS bought post deal announcement"
X Link 2026-02-13T15:31Z [---] followers, [---] engagements
"@mholz315 @artemis Those for me are the closest to pure plays. other crypto exchanges and custodians are around it but not pure plays for the tokenization theme imo"
X Link 2026-02-13T20:03Z [---] followers, [--] engagements
"Skin in the Game๐ผ: @CathieDWood & ARK dont just write reports; they own the infrastructure. Securitize $CEPT โก $SECZ is currently a top-20 holding in the ARK Venture Fund (ARKVX/ARKSX) sitting alongside giants like SpaceX and OpenAI. From what I can tell Securitize is the only holding dedicated exclusively to the infrastructure layer of institutional tokenization. (2/7) https://twitter.com/i/web/status/2016513830537290075 https://twitter.com/i/web/status/2016513830537290075"
X Link 2026-01-28T14:08Z [---] followers, [---] engagements
"The 100% No-Sell Commitment๐: As Securitize moves to go public via the merger with $CEPT ARK Invest has committed to rolling 100% of their equity into the new company - $SECZ. They arent taking any chips off the table during the IPO. ARK has committed to a lock-up period restriction meaning they cannot sell their shares immediately after the merger closes. Both of these are a signal of long-term conviction. (3/7) https://twitter.com/i/web/status/2016513832961659125 https://twitter.com/i/web/status/2016513832961659125"
X Link 2026-01-28T14:08Z [---] followers, [---] engagements
"The Regulatory Moat ๐ก: Why Securitize ARKs research team (led by Lorenzo Valente & Raye Hadi) argues that Regulatory Clarity is the #1 driver for RWA growth. @Securitize is the lead player with the full stack of SEC/FINRA licenses required to handle institutional trillions. (5/7) https://twitter.com/i/web/status/2016513837793530182 https://twitter.com/i/web/status/2016513837793530182"
X Link 2026-01-28T14:08Z [---] followers, [---] engagements
"Beyond Treasuries ๐ฆ: While [----] was the year of tokenized T-Bills (like BlackRocks BUIDL) ARK predicts [----] will be the year of tokenized bank deposits and public equities. They seem to view Securitize as the toll booth that major financial institutions will have to pass through to move assets on-chain. (6/7)"
X Link 2026-01-28T14:08Z [---] followers, [---] engagements
"Converging Worlds ๐: Cathie Woods Big Idea for [----] is The Great Acceleration. By combining AI-driven productivity with blockchain settlement/tokenization ARK believes we are entering a coiled spring era for fintech. The $CEPT โก $SECZ pure play is their primary bet on the tokenization of Wall Street. ๐Full article here: (7/7) https://toptickresearch.substack.com/p/is-cathie-wood-right-ark-invest-bets https://toptickresearch.substack.com/p/is-cathie-wood-right-ark-invest-bets"
X Link 2026-01-28T14:08Z [---] followers, [---] engagements
"Anyway you look at it this is high-conviction alignment (between their forecast and their material investment) on Securitize $CEPT โก $SECZ from one of the most thematic investors @CathieDWood out there.๐"
X Link 2026-01-28T14:11Z [---] followers, [---] engagements
"@CarrascosaCris_ @CarrascosaCris_ this should be huge for Securitize (particularly near term) since it is unique in that it has US and EU licenses correct"
X Link 2026-01-28T17:41Z [---] followers, [---] engagements
"The $CEPT (@Securitize) S-4 filing last night shows serious upside. See my attached chart ๐ Revenue exploded 841% YoY to $55.6M with EBITDA margins 45% nearly double projections. ๐งจ Investor Deck Projections: $16M EBITDA for FULL YEAR [----]. Actuals (for [--] Months): $25M EBITDA already banked in JUST [--] months already ripping thru full year forecasts.๐ฎ RWA tokenization isnt just narrative its generating real cash flow at scale. ๐ธ Question isn't if it works. It's how large the platform layer gets. $SECZ era incoming. โ๐ฐ #RWA #Tokenization https://twitter.com/i/web/status/2016875236939936126"
X Link 2026-01-29T14:05Z [---] followers, [----] engagements
"@PeterBordes @Securitize This adds to several high profile hires @Securitize has made recently. I am going to write a Substack article about that in the next few weeks if interested. $CEPT"
X Link 2026-01-29T19:09Z [---] followers, [---] engagements
"@SPACLiquidity @Securitize"
X Link 2026-01-30T21:43Z [---] followers, [--] engagements
"Superb article. And why as someone from TradFi looking to make money off of this transformation I am long @Securitize. It's the BlackRock partner you mention and basically the only true pure play on tokenization infrastructure available today. Ticker $CEPT currently going public via a SPAC transaction. https://twitter.com/i/web/status/2018289761425731997 https://twitter.com/i/web/status/2018289761425731997"
X Link 2026-02-02T11:45Z [---] followers, [---] engagements
"Not all tokenized equities are created equal.๐ On-chain true ownership.โ The real spectrum: ๐น Native (Born-on-chain) ๐น DTCC (Modernized plumbing) ๐น Wrappers (Tokenized IOUs) ๐น Synthetics (Price exposure) Legal claim ticker symbol. TradFi Decoded: A DeFi Survival Guide Vol. [--] is live: https://toptickresearch.substack.com/p/tradfi-decoded-a-defi-survival-guide-a43 https://toptickresearch.substack.com/p/tradfi-decoded-a-defi-survival-guide-a43"
X Link 2026-02-02T13:38Z [---] followers, [---] engagements
"Tokenization isnt about crypto hype its about Wall Street upgrading its operating system. $CEPT With BlackRock committing the winners wont just be asset managers. Theyll be the regulated infrastructure players enabling issuance transfer and fund services. Thats why I keep coming back to $CEPT / @Securitize the platform BlackRock $BLK both invested in and uses as the pure-play equity on this theme. Excellent piece on the broader Tokenizing the World shift. ๐ https://t.co/jBiAwaqCFM https://t.co/jBiAwaqCFM"
X Link 2026-02-02T15:03Z [---] followers, [---] engagements
"Agree 100%. To bring real Wall Street money on-chain at scale RWAs need to be tokenized in a fully regulated way exactly what @Securitize $CEPT has done (SEC-registered broker-dealer + ATS + KYC/AML from day one). Thats why BlackRock picked them for BUIDL. My moneys where my mouth is: long $CEPT (the SPAC taking Securitize public). https://twitter.com/i/web/status/2018521591907221540 https://twitter.com/i/web/status/2018521591907221540"
X Link 2026-02-03T03:07Z [---] followers, [----] engagements
"@ConnorJBates_ $OWL gets much cheaper and its going to get an acquisition offer imo. seems like a natural add-on for any of the big boys at these prices/with synergies"
X Link 2026-02-03T14:16Z [---] followers, [---] engagements
"@komodo_capital About 15% of my portfolio so huge position for me the way I invest. Not a recommendation and certainly oversized. $cept"
X Link 2026-02-03T20:31Z [---] followers, [---] engagements
"Would agree I see bears getting super greedy even after massive plunges in a lot of names. One I am watching tomorrow is $OWL as a gauge. An asset manager of funds but not taking principal risk (fee driven). Massive fear porn on private credit and big short interest massive sell-off into earnings here. does it bounce if they just post ok numbers. or it there more to go. Been targeted as like ground zero by the bears for private credit so one to watch. https://twitter.com/i/web/status/2019130023073005848 https://twitter.com/i/web/status/2019130023073005848"
X Link 2026-02-04T19:24Z [---] followers, [---] engagements
"@JulianKlymochko @SpecialSitsNews Agree on $MSDL and $GBDC Only [--] BDCs I own are those and $MSDL particularly cheap for its quality Sold puts on $BXSL to own at $26.5 which imo is the best of breed 1st lien loan focused BDC"
X Link 2025-09-17T14:34Z [---] followers, [---] engagements
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