Investing 30+ yrs | Ex-IB → Family Office CEO/CIO → Now self-managing + research on fintwit/Substack | https://nitter.gq/t.co/3eN2H531Zm | NFA
Joined June 2022
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Top Tick retweeted
This is why I am holding $SECZ. There's no point in calling a bottom when the top may be hard to fathom.
Top Tick retweeted
There you go!!
$SECZ is not just public, it’s also TOKENIZED!!
You can own @Securitize stock on @avax and @Solana - and I’m talking about the real stock, the one that gets you into the company cap table. Not a price-tracker or an IOU.
STOCK-ON-YOUR-WALLET.
Want to see for yourself?
Go to stocks.securitize.io and give it a go!
Top Tick retweeted
@x @Premium @Safety @PremiumBusiness Been stuck with a temporary label for some reason on @TopTickResearch for 2+ days. Requested review, No response. Premium subscriber doing real research here. Please fix. Thanks.
Top Tick retweeted
We have just announced that Continental Stock Transfer, the third largest transfer agent in the US, has chosen Securitize as its tokenization partner. More importantly, they are the TA of $CEPT, the SPAC we are about to merge with, and we will work with them to tokenize the stock of Securitize $SECZ shortly after the merge and listing happens in the coming days. This partnership, alongside our early partnership with Computershare, puts Securitize in a prime position to dominate the issuer sponsor tokenization of equities and ETFs, which is poised to be one of the largest markets for tokenization. Let's go!!
Top Tick retweeted
This is the biggest win yet for @Securitize ( $CEPT / $SECZ).
First (Mar 24, 2026) they become the premier design partner for the NYSE transfer agent program, meaning all other transfer agents will have to conform to the standards Securitize creates. Simultaneously massive validation from the premier US exchange and at the same time expands their addressable market to thousands of NYSE-listed tickers.
Now (Apr 29, 2026) they land an agreement with Computershare (**30% of ALL US STOCKS**) that enables their US-listed clients to directly issue tokenized securities as Issuer-Sponsored Tokens (ISTs).
Simplified:
Q: Where do tokenized equities trade?
A: NYSE deal => Securitize is now designing the trading venue for the largest and most prestigious stock exchange in the world.
Q: How do issuers actually tokenize their shares?
A: Computershare deal => Securitize is now providing the tech for the largest transfer agent in the world.
This means that other (inferior) tokenization firms will have to convince a company to both tokenize AND switch transfer agents, which is a painful process. Now any Computershare client (~1.6-1.8k public US cos) can tokenize easily and painlessly via the Securitize tokenization layer. Google "structural moat", gang.
$CEPT / $SECZ = layup. Thank me later.
Top Tick retweeted
$CEPT / @Securitize just cut a deal with Computershare.
For those who don’t know Computershare……. they’re the company that processes your dividends, manages proxy votes, and maintains ownership records for most of corporate America. They went public in 1994 and returned 110x in 7 years. Not because they were flashy. Because they owned the plumbing.
That plumbing is now getting rebuilt on blockchain rails.
And instead of fighting it, Computershare just decided to work with $CEPT / @Securitize to help US listed companies issue their equity in tokenized form.
Think about what that actually means. Computershare has the issuer relationships. $CEPT / @Securitize has the tokenization infrastructure. This agreement hands Securitize a distribution channel into the existing book of U.S. public companies, without having to go knock on every door individually.
The bear case on $CEPT / @Securitize was always “how do they get issuers at scale?”
This is the answer.
NYSE MOU. Currenc tokenization live on Ethereum + Solana. Now Computershare.
Three announcements in five weeks. The rails are being laid in real time.
Top Tick retweeted
This is about as a good as a write up for $CEPT aka @Securitize you are going to get
Proud to share my research on Securitize, Inc. $CEPT ➔ $SECZ post de-spac: Powering The Future Of Tokenized Financial Markets - Why This Tokenization Pure-Play is My Most Exciting Stock To Own for 2026 - open.substack.com/pub/toptic…
Top Tick retweeted
@Securitize (SPAC ticker $CEPT) just became NYSE’s first digital transfer agent.
That means they create the actual shares for stocks and ETFs as tokens on a blockchain. Let me show you what this could be worth IMO 👇
Exclusive: Securitize will become NYSE’s first digital transfer agent, allowing it to create shares for stocks and exchange-traded funds as digital tokens on a blockchain on.wsj.com/3Nyh8Pj
Top Tick retweeted
Huge huge tokenization news with @Securitize + @NYSE and an even bigger congratulations to @carlosdomingo and $CEPT team on a big step in their mission tokenizing the world. 👏👏👏👏🚀📈
Exclusive: Securitize will become NYSE’s first digital transfer agent, allowing it to create shares for stocks and exchange-traded funds as digital tokens on a blockchain on.wsj.com/3Nyh8Pj
Top Tick retweeted
$CEPT / $SECZ wild news today & implications:
* NYSE premier design partner = they are writing the standard = regulatory moat building
* Original 2026 projection ~75 public equities -> now potentially up to 2,800 NYSE equities
* Further institutional validation: First Blackrock, now NYSE choosing Securitize for tokenized equity infrastructure.
This is what a layup looks like, gang.
So summarizing, @securitize will be the first TA and tokenization platform chosen by @nyse, we will be their design partner for their digital transfer agent program to develop standards for native tokenization and on-chain settlement of tokenized securities, and our BD Securitize Markets will be a market participant on their upcoming Digital Trading Platform. Very proud and humbled to have been chosen by @nyse for this role, and thanks to @mblaugrund for steering the partnership
Top Tick retweeted
AMA#106 with @carlosdomingo Carlos Domingo CEO of Securitize ( $CEPT --> $SECZ) 3/27/2026 10 am Eastern LIVE! r/SPACS
Top Tick retweeted
“Top 8 Companies Leading the Tech and Compliance for RWA Tokenization”
$CEPT / @Securitize 🥇
$ONDO
Tokeny
Polymath
Top Tick retweeted
$CEPT - @Securitize is hiring Wall Street vets to build regulated digital infrastructure. 🏗️
- Jerome Roche (ex-PayPal Head of Legal for Digital Assets)
- Giang Bui (ex-Nasdaq Head of Equities/Listings)
Full Article Below(ICYMI)👇
Securitize Is Hiring Wall Street Operators — And That Matters. $CEPT 🧵👇
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 isn’t just watching tokenization — it’s moving in. Article here (1/3): toptickresearch.substack.com…
Top Tick retweeted
$CEPT $COIN Yesterday’s Coinbase call confirmed it: the "Everything Exchange" is their #1 priority for 2026. This isn't a theory; Brian Armstrong is explicitly pivoting to tokenized equities. Tokenization more important than $BTC
This is a direct validation for Securitize ($SECZ / $CEPT). The risk/reward here is notably asymmetric:
Institutional "Kingmakers" are in: Goldman Sachs just filed a 13G (January 30, 2026) disclosing a 5.9% stakein the Cantor SPAC ($CEPT) taking Securitize public. They join BlackRock, which already uses Securitize as the infrastructure for its $2B+ BUIDL fund.
Coinbase just told the market where the puck is going. Securitize is the one already holding the puck.
Long $CEPT haven't sold a share
Top Tick retweeted
$CEPT @Securitize
“But the Securitize CEO(@carlosdomingo) said something most people will skip past:
"The infrastructure we're announcing will work equally with retail products."
- That's the line that matters.
- They're testing with institutions.
- They're building for everyone.
BUIDL on Uniswap means tokenized treasuries that are composable with stablecoins on decentralized infrastructure.
And *that* is a model for the future of all markets.
- That's 24/7 settlement.
- That's yield-bearing collateral moving on-chain.
- That's treasury management on DeFi rails.
The world's largest asset manager is now a liquidity provider on a protocol built by degens.
And they have skin in the game.”
$HOOD
$ONDO
$FIGR
🚨 BREAKING: BlackRock is getting into DeFi. It bought Uniswap (UNI) tokens and listed BUIDL.
BUIDL — their $180B tokenized Treasury fund is now on Uniswap, with Securitize handling institutional whitelisting and Wintermute providing liquidity.
Then they bought the protocol token.
The same protocol token that was under investigation by the previous SEC.
---
Right now this is small.
- Qualified purchasers only.
- $5M+ in assets.
- A handful of whitelisted market makers.
---
But the Securitize CEO said something most people will skip past:
"The infrastructure we're announcing will work equally with retail products."
- That's the line that matters.
- They're testing with institutions.
- They're building for everyone.
BUIDL on Uniswap means tokenized treasuries that are composable with stablecoins on decentralized infrastructure.
And *that* is a model for the future of all markets.
- That's 24/7 settlement.
- That's yield-bearing collateral moving on-chain.
- That's treasury management on DeFi rails.
The world's largest asset manager is now a liquidity provider on a protocol built by degens.
And they have skin in the game.
Top Tick retweeted
$CEPT $SECZ new hire to focus on tokenized ETFs pairs pretty well with Blackrock’s (a major securitize partner) announcement to token their iShares ETFs ($5T AUM) ledgerinsights.com/blackrock…
Top Tick retweeted
$CEPT — Besides Greenland, tokenization was THE buzzword at Davos and there's only one pure-play way to invest in it. Securitize. Larry Fink isn't a stock promoter, he's a client. BUIDL 7x'd in a year. BitGo just IPO'd at $2.2B for custody, a commodity business with margins going one direction: down. Securitize owns the picks and shovels. Can't even put a price target on a TAM this big and a market this blue sky. LFG