⭐️ Founder @Rocketfan ⭐️ Portfolio https://nitter.gq/t.co/Oqd7LQ3at3 ⭐️ Weekly sponsorship with @Chiliz 📄 Personal opinions. Not financial advice. Do your own research.
Joined February 2017
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The newest edition of Chiliz Insights is here! I'm looking at the trading start of OM, the launch of PMO, US Fan Tokens including colleges and the PFL, Fan Token teams in the UCL, utility of OM & ATM, PEPPER, Chiliz building sports equity, and more! $CHZ
Christian Ott retweeted
Security update
We want to be fully transparent following a security incident: user funds and wallets were NOT affected, and the total loss from this incident was around 1 ETH, roughly $2,000, from a bridge fee wallet. NOTHING more.
We want to explain what this was, and what it was not.
On 26 October, we detected that attackers had gained access to part of our internal infrastructure through an outdated legacy partner website. We have been working around the clock internally and with independent forensics firms.
On your funds: Socios.com wallets are self-custodial smart-contract wallets. Every transaction must be approved with the user's own passkey, which NEVER leaves their device. Neither Socios.com nor anyone else can move user funds without that approval.
What else we have confirmed:
• Our company multisigs were NOT compromised, in code or keys.
• The code for our core smart contracts and treasury was NOT altered.
• Our digital asset treasury, and CHZ and Fan Token minting, were NOT impacted.
• Around 1 ETH was taken from 7 hot wallets used to pay bridge fees. That is the full extent of the funds lost. The 7 wallets are listed below and every transaction is public on Etherscan.
0x4b045692540E6B7AfDE44cdad60136d170efc623
0xb0AdF650ABDc7d2d5ac7366888ab492e9Df8589A
0x52f30AefB50B5d271d93A10730088733Bdbe31E0
0x1Cb83A71d81DaCe297975e377777c94a32d9D5dD
0xAE68F408160C40d508834734aC5bEd773a36e9D2
0x3665dfcdaf8310684c24592b017D986A993320e6
0x252B5CA6c838ae47508c1eA72Dd73b58c607Af0f
• The attackers accessed an encrypted user database. We have NO evidence it was extracted, and NO evidence that passwords or KYC documents were exposed.
Regulators have been notified in line with GDPR and MFSA/MiCA requirements already.
What we have done: every key and credential has been rotated. The bridge is paused and all relayers revoked. We have moved the bridge wallets into institutional custody (see our previous post for the addresses).
What you should do:
• Never share your passkey or recovery kit. We will never DM you asking for it.
• Use only our official channels.
We have paused the governance portal as a precaution and expect to reopen it within the next few hours. We will post again when it is back.
Thank you for your patience and your trust.
Tokenized stocks are right now where stablecoins were in 2020. Back then, it wasn't possible to invest in that growth, because neither Circle nor Tether were publicly tradable. This time, it might be possible to invest into on-chain equity growth, through Securitize stock $SECZ.
The funds of the Chiliz bridge between Ethereum and Chiliz Chain will be moved into institutional custody today. Therefore the biggest on-chain address of CHZ (3.43 billion tokens) will change, as Alex posted on Telegram. $CHZ
Chiliz ecosystem feels a bit like 2019 right now. Back then, Fan Tokens had yet to launch and Socios was still in development, but I was already excited about what was coming! I now feel that same excitement ahead of the launch of Socios Equity Tokens and its platform! $CHZ 🌶️
Robinhood Chain was way more successful than Robinhood initially expected. They are ramping up activity and working on making it the best developer ecosystem and on-chain community. I have a set of smaller bags on the chain, to have exposure, in case it regains traction.
My portfolio is now at roughly €150k invested after I've been heavily buying over the last few months. That's a good amount, I don't plan to put much more cash in. I am really bullish on all these assets and will continue to share my journey with you all!
christianott.com/
Christian Ott retweeted
$PMO Palermo FC Fan Token can now be claimed on the Socios app if you participated in the FTO!
The wait to claim is over, Rosanero.
You can now claim your $PMO if you took part in the FTO.
𝐂𝐥𝐚𝐢𝐦 𝐩𝐞𝐫𝐢𝐨𝐝: now until 3 November at 17:00 CET. ⏰ ⤵️
socios.go.link/gfkeH
$SECZ: Currently at an important price zone, the $8 level acted as resistance from July to September. Now, it is potentially retesting the area as support. I'm bullish on tokenization and therefore bullish on Securitize.
Christian Ott retweeted
This week's Socios rewards include the European away experience for OM holders, the Spain 2026 away jersey, Fluminense memorabilia, and tickets for JUV, SPURS, OM, and RSO. $CHZ
$CHZ: Bringing private equity on-chain and making it publicly tradable is the most difficult, but also the most exciting part about equity tokenization. Chiliz is working on exactly that, with the majority of sports clubs being privately owned.
Three paths to equity tokenization are emerging:
1. Regulated tokenization:
Existing stocks are tokenized with shareholder rights preserved. Under the new US framework, companies can opt out of tokenization.
2. Third-party tokenization:
Tokens are issued without the involvement of the underlying companies, often through offshore providers. Investors rely on third parties to hold the backing shares.
3. New equity issuance:
Previously private equity is brought onchain in partnership with the companies, potentially making it accessible and tradable for a broader investor base.
Three paths to equity tokenization are emerging:
1. Regulated tokenization:
Existing stocks are tokenized with shareholder rights preserved. Under the new US framework, companies can opt out of tokenization.
2. Third-party tokenization:
Tokens are issued without the involvement of the underlying companies, often through offshore providers. Investors rely on third parties to hold the backing shares.
3. New equity issuance:
Previously private equity is brought onchain in partnership with the companies, potentially making it accessible and tradable for a broader investor base.
$UNI: I am patiently waiting for $5.5, where I want to significantly increase my position. I already deployed 25% of my allocated capital at $7, and will deploy the other 75% at $5.5. The best entry from a risk/reward perspective would be at $4, but I doubt it'll get there.
I bought a starter position in $UNI for €2k. To me, UNI could be one of the most obvious winners of the tokenization wave as the leading DEX. I think the recent rally from $2.4 to $11 was the first leg in this bull market and it can see much higher prices in 2027/28.
A month ago, I bought the dip on Fraport (airport group) and Terna (electricity grid in Italy) for €12k each as additions to the physical infrastructure section of my portfolio. Their prices held up well so far, they are durable businesses I intend to hold for years.
After my recent research on airports, I decided to buy into Fraport 🇩🇪. I had already been watching the chart for an entry since the beginning of the year, and it finally came down to €60, which is a multi-year support/resistance zone.
The valuation is rather low because they invested a huge amount of money into airport expansion over the past few years and now have a lot of debt. However, this investment phase is now largely over, and they are looking to deleverage, which should become easier as their free cash flow increases significantly.
You can see the potential for a re-rating by looking at the numbers. The stock is trading at 1.08x book value and 1.24x sales, while many other airport stocks are trading at 3-4x book value and sales. The CEO also confirmed that they intend to raise the dividend substantially once they have paid down some of their debt. Potential multi-year hold for me.
$CHZ: Looking forward to the launch of US Fan Tokens! Remember, Chiliz and Socios plan to launch Fan Tokens for the five US universities Maryland, Penn State, LSU, Texas A&M, and Michigan State, with potentially more colleges joining later on.
Looking at distributed RWA value per platform, Securitize is currently leading with $4.3 billion. Ondo is second with $4.0 billion. Overall distributed asset value is at "just" $39 billion at the moment, up from $26 billion exactly a year ago.
$CHZ: Although I reached my long-term goal of 1 million CHZ, my bag is still growing through staking. At a current APR of ~15%, I'm earning around 420 CHZ a day. All-time, I've already received 224k CHZ in staking rewards since 2024.
$CHZ: My bag has grown by 6k CHZ over the last two weeks through staking rewards! I am currently staking 1.045 million CHZ at a 14-15% APR, earning about 420 CHZ a day. 🌶️
FC Bayern just sold an equity stake at a 3.7 billion EUR valuation as the number one football club in Germany. Interestingly, the stock of the number two club in Germany, Borussia Dortmund, is trading at just a 0.33 billion EUR valuation. I'm a BVB shareholder, seems undervalued.
$SECZ: My limit order at $8.5 was filled, I've bought another 800 shares of Securitize stock, now holding exactly 1,000 shares. I'm incredibly bullish on tokenization and have been waiting for this price level for weeks, now I'm in with a full position.
$SECZ: I bought a starter position in Securitize stock yesterday for €2k. This is one of the purest exposures you can get to the tokenization wave and I want to make it a long-term part of my portfolio. If we see prices move to $8, I will increase my position.
