𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝗶𝘇𝗲 ($𝗦𝗘𝗖𝗭) 𝗺𝗲𝗴𝗮𝘁𝗵𝗿𝗲𝗮𝗱 𝗨𝗡𝗜𝗣𝗖𝗦 𝗦𝗧𝗬𝗟𝗘 Being the only one who has been posting on X about Securitize and it's up to $10 premarket, many people DM'd me along the lines of "good trade, sad I missed it". Brother. You didn't miss it. $SECZ is around $10 pre-market. It opened public trading at the IPO at $12.44 per share. It's still below that. This is it. This one and my previous thesis are tweets that are going to be quotetweeted in 1 year when $SECZ trades above $50 with "in hindsight so obvious, cant believe I missed it". If you believe in tokenization as the new, next big thing, you have to look at it through a tradfi lens. Not with a crypto lens. Don't worry, I will spoonfeed and handhold you through it. 𝗙𝗶𝗿𝘀𝘁, 𝘁𝗵𝗲 𝗳𝗮𝗰𝘁𝘀: • Leading tokenization platform, $5B+ tokenized AUM • ~$1.5B market cap (Sept. 17, 2026); NYSE: SECZ  • No debt, $350m cash • Powers BlackRock’s BUIDL fund; partners include Apollo, KKR and Hamilton Lane • BlackRock led a $47M funding round, with its executive Joseph Chalom appointed to the board in 2024  • Investors include BlackRock, Morgan Stanley Investment Management, ARK Invest, Hamilton Lane, Tradeweb, Jump Crypto and Blockchain Capital  • Computershare partnership to tokenize U.S. public-company shares  • NYSE collaboration on its upcoming tokenized securities platform  𝗔𝗜 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗮𝗿𝗼𝘂𝗻𝗱 𝘁𝗵𝗲 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝘄𝗵𝗲𝗻 𝘁𝗼𝗸𝗲𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗻𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲 𝗲𝗺𝗲𝗿𝗴𝗲𝗱: Atkins (SEC chair) was already talking about tokenization in 2025  Securitize’s institutional positioning began before its listing: BlackRock led a $47M funding round in May 2024, alongside asset manager Hamilton Lane, trading-platform operator Tradeweb and crypto investor ParaFi. In October 2025, it announced a $1.25B SPAC merger with Cantor Equity Partners II, followed by its NYSE debut in July 2026. Backers also included Morgan Stanley Investment Management, ARK Invest and crypto venture firm which is a deliberate institutional bet on tokenization’s growth. -- Okay, so we got the major institutions with inside info setting up a new company with no debt and a lot of cash. BlackRock is already kingmaking Securitize through BUIDL, investment and board seats. I am in possession of a tweet from Andy from the @therollupco which had very bullish alpha about Securitize. He has been nailing these rumours, and out of respect I won't share it here other than that I have it. Where was I, oh yes. We have a this specifically engineered company by BlackRock and Ark, we have bullish rumours (which I estimate 80%+ to be true) and we have a big tokenization narrative. Many people get the SEC exemption wrong. Tokenization is fragmented now, and is being done in many different ways. As @Delphi_Digital detailed in their latest report, tokenization =/ tokenization. You can do it many different ways, but some are still non-compliant. The real tokenization happen so the tradfi side of it, and there will be fierce competition. But in my eyes, real tokenization will always be owned by tradfi.  Believe me; tradfi firms will never, ever, allow such a big paradigm shift owned by some crypto token. Tokenization unlocks 24/7 trading and many other new revenue generating business models. Do you think BlackRock will miss the boat because some crypto native project pumps out a wrapper? Securitize is now at $1.5b mcap. You know how early you are? Delphi Digital put a report about tokenization yesterday. First 20 visitors got it for free. I got it for free after 4 hours (!) So, did you miss it?  There's a reason I call Securitize the NVIDIA of tokenization. Tradfi moves different. It's not an intraday play. 𝗟𝗲𝘁 𝗺𝗲 𝗿𝗲𝗺𝗶𝗻𝗱 𝘆𝗼𝘂 𝗼𝗳 𝗡𝗩𝗜𝗗𝗜𝗔: Nov. 30, 2022 — ChatGPT launches: Nvidia at $16.92. End of 2022 — $14.61: Down 14% after launch. May 25, 2023 — $37.98: +24% in one day as AI demand drives major revenue forecast upgrade. End of 2023 — $49.52: 2.9× launch price. End of 2024 — $134.29: 7.9× launch price. End of 2025 — $186.50: 11.0× launch price. Sept. 15, 2026 — $212.17: 12.5× launch price—approximately +1,154% The AI paradigm took months and years to materialize. We got tokenization for the coming 5 years, just ask yourself how long would it take to reprice that accordingly. Today, you can buy the market leader in tokenization, backed - no kingmade by BlackRock, for $10 United States dollars. Don't even try to value it against revenue; this is not the moment. 𝗡𝗼𝘁𝗲: author holds $SECZ, all future forecast are hypothetical and based on assumptions and do not constitute any financial advice. I am not in any way paid by Securitize, but I see you following me @tommurphytweets, feel free to put your favourite KOL on the payroll <3

Lighter CEO basically CONFIRMING with a smile that Robin Hood APP integration is coming. "There's more real estate to Robin Hood than just the wallet" 15M+ active accounts coming to Lighter Source: @therollupco podcast

𝗟𝗜𝗚𝗛𝗧𝗘𝗥 $𝗟𝗜𝗧 𝗺𝗼𝗼𝗻 𝗺𝗮𝘁𝗵 As it appears, people love selling their ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 bags. I wonder they realize what they're even selling. Let me tell you. A US company below $1b market cap that is very likely to be the engine of many US perps exchanges, most notably Robin Hood.Even though I'm still buying, allow me to do some moon math on a lazy sunday afternoon. As I said before, Lighter is undervalued based on both volume & revenue against its peers but I'm leaving that out of scope for this model. 𝗦𝗵𝗮𝗿𝗲𝗱 𝗮𝘀𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻𝘀: - Perps get approved in US - Robin Hood uses Lighter as engine in their app - HYPE revenue multiple 23,92x - Fee share 50/50, 1.2bps total (current) so 0.6 bps for Lighter - U.S. monthly active users 12,69M - 14.1m active users, share US = 90% 𝗢𝘂𝘁 𝗼𝗳 𝘀𝗰𝗼𝗽𝗲: - Better monitization - Growing the pie (Robin Hood users grow) - Other integrations outside of Robin Hood - Lighter launching options - Growth Lighter platform on chain Note from me: 𝘐 𝘳𝘦𝘢𝘭𝘭𝘺 𝘵𝘳𝘪𝘦𝘥 𝘵𝘰 𝘥𝘰 𝘶𝘯𝘳𝘦𝘢𝘭𝘪𝘴𝘵𝘪𝘤 𝘮𝘰𝘰𝘯 𝘮𝘢𝘵𝘩, 𝘣𝘶𝘵 𝘵𝘩𝘢𝘵 𝘫𝘶𝘴𝘵 𝘪𝘴𝘯'𝘵 𝘮𝘦. 𝘐 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘥𝘰 𝘳𝘦𝘢𝘭𝘪𝘴𝘵𝘪𝘤. 𝘈𝘯𝘥 𝘵𝘩𝘦𝘴𝘦 𝘯𝘶𝘮𝘣𝘦𝘳𝘴 𝘢𝘳𝘦 𝘳𝘦𝘢𝘭𝘭𝘺 𝘤𝘰𝘯𝘴𝘦𝘳𝘷𝘢𝘵𝘪𝘷𝘦, 𝘢𝘴 𝘐 𝘭𝘪𝘬𝘦 𝘵𝘰 𝘶𝘯𝘥𝘦𝘳𝘱𝘳𝘰𝘮𝘪𝘴𝘦 𝘢𝘯𝘥 𝘰𝘷𝘦𝘳𝘥𝘦𝘭𝘪𝘷𝘦𝘳. 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘦𝘷𝘦𝘯 𝘶𝘴𝘦 𝘤𝘪𝘳𝘤𝘶𝘭𝘢𝘵𝘪𝘯𝘨 𝘮𝘢𝘳𝘬𝘦𝘵 𝘤𝘢𝘱, 𝘣𝘶𝘵 𝘢 % 𝘰𝘧 𝘍𝘋𝘝. 𝘐 𝘶𝘴𝘦𝘥 𝘵𝘩𝘦 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘮𝘶𝘭𝘵𝘪𝘱𝘭𝘦 𝘸𝘩𝘪𝘤𝘩 𝘪𝘴 𝘯𝘰𝘵 𝘓𝘪𝘨𝘩𝘵𝘦𝘳𝘴 𝘣𝘦𝘴𝘵 𝘮𝘦𝘵𝘳𝘪𝘤. What this table says, is that when Lighter gets integrated in the Robin Hood app (just that, really), would run ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 to a $44 token price. Even considered a substantial increase in supply (125M) which will happen in 𝘀𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 2027. I expect the unlocks to be okay too, given the nature of the investors (Thiel, Sacks, Robin Hood) who are not jeet crypto VC's who are hammering the sell button before the unlock (Thiel made $3292033029 gigillion SPCX, you really think he's gonna sell asap to recoup initials in the most pro-crypto US administration ever? Just a Robin Hood app integration on perps. No options. No other platforms. Just a base case. Note: I hold ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 but am not paid by them. Be safe, use my ref: