Citron Research(@CitronResearch):$CEPT.. Next week is Milken Conference, and for the past decade way too many panels have prophesied the tokenization of real-world assets is the future It was the whole blockchain thesis. Well, the future arrived and one company is signing every marquee deal in the space, yet the stock refuses to budge. Sleeping giant? Or do we wake up one morning to find this thing bid up aggressively after the market finally connects the dots? Can't fault management , they are executing and locking in the right partners. Citron remains long for the asymmetric risk/reward. If tokenization is the real deal, CEPT is how you own it.

2026.04.29 14:05

$CEPT.. Next week is Milken Conference, and for the past decade way too many panels have prophesied the tokenization of real-world assets is the future It was the whole blockchain thesis. Well, the future arrived and one company is signing every marquee deal in the space, yet the stock refuses to budge. Sleeping giant? Or do we wake up one morning to find this thing bid up aggressively after the market finally connects the dots? Can't fault management , they are executing and locking in the right partners. Citron remains long for the asymmetric risk/reward. If tokenization is the real deal, CEPT is how you own it.