$SECZ - my initial take is the business is earlier in its inflection point that I anticipated and the revenue model is worse than I understood with recurring AUM fees being minimal despite $5B AUM, so it makes the tokenization revenue more transactional and less predictable.
$SECZ @Securitize, Inc. initiated with a Buy at Citigroup
$SECZ - UPDATED: ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) after buying around 620k SECZ shares in the last week and a half, ARKF bought another 48K shares of @Securitize yesterday - The position is now well over 660k shares in the fund.
$SECZ - UPDATED: ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) after buying over 550k SECZ shares in the last week and a half, ARKF bought another 66K shares of @Securitize yesterday - The position is now well over 600k shares in the fund.
$SECZ - The biggest risk to shorts in @Securitize is it becomes a proxy for traders to express a positive view on Tokenization (it's the only pure play on the market). I remember @pennycheck saying this about $OKLO, after despac, in regards to it becoming a proxy for nuclear SMRs
$SECZ - UPDATED: ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) after buying over 550k SECZ shares in the last week and a half, ARKF bought another 66K shares of @Securitize yesterday - The position is now well over 600k shares in the fund.
$SECZ - UPDATE: ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) after buying over 535k SECZ shares in the last week, ARKF bought another 16K shares of @Securitize yesterday - The position is now over 550k shares in the fund.
$SECZ - UPDATE: ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) after buying over 535k SECZ shares in the last week, ARKF bought another 16K shares of @Securitize yesterday - The position is now over 550k shares in the fund.
$SECZ - ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) after buying over 450k SECZ shares last week, ARFK bought another 83K shares of @Securitize yesterday - The position is now well over 500k shares in the fund.
$SECZ - Hanwha Group has become the largest shareholder in @Securitize after its stake reached 9.6%.
Hanwha is a Fortune Global 500 conglomerate and South Korea's 5th-largest business, an institutional vote of confidence in the tokenization opportunity.
crypto.news/hanwha-becomes-s…
$SECZ - ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) after buying over 450k SECZ shares last week, ARFK bought another 83K shares of @Securitize yesterday - The position is now well over 500k shares in the fund.
$SECZ ARK Blockchain & Fintech Innovation ETF $ARKF
(one of Cathie Wood’s funds) after buying over 340k shares on Monday, ARFK bought another 113K shares of @Securitize yesterday.
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.
$SECZ - at near $6/share, enterprise value down to near $600 million after considering the net cash of over $350 million. Literally 1/3 of the market cap is now in net cash. Trading <6x 2026 revenue estimates, growing near 100% YOY, if that plays out.
Further, on $SECZ, even if you only annualize Q1 2026 revenues they should grow near 50% in 2026... and this is before tokenization has really taken off...
That said I have been WAY wrong on this stock so DYOR
$SECZ down 50% from highs, and near 40% from first ipo trade. Truly a disaster despac by @Brandonlutnick @cantorfitzgerld. Still long all my shares, but wow did I misread this one and the support I thought it would have...@carlosdomingo every retail investor getting wrecked here.
$SECZ @Securitize and Cantor Fitzgerald are bringing IPOs and follow-on offerings onchain.
$SECZ ARK Blockchain & Fintech Innovation ETF $ARKF
(one of Cathie Wood’s funds) after buying over 340k shares on Monday, ARFK bought another 113K shares of @Securitize yesterday.
Securitize - $SECZ initiated with a Buy at Rosenblatt, tgt $14
I wrote this thread in January about the ARK Invest bet on Securitize $SECZ. “While Securitize is currently a private ARK holding... this makes SECZ a likely candidate for inclusion in the ARK ETFs post-merger (ARKF/ARKK)."
Yesterday $ARKF bought over 340,000 shares of $SECZ.
🧵The @ARKInvest Thesis: Why Cathie Wood is Betting Big on Securitize $CEPT ➡️ $SECZ
The $11 Trillion Call🔮: In the new “Big Ideas 2026” report (ark-invest.com/big-ideas-202…), ARK Invest forecasts that tokenized assets will explode to $11 Trillion by 2030. They aren’t just talking about crypto—they’re talking about the “on-chaining” of the entire global financial system. (1/7)
$SECZ ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) bought >340K shares of @Securitize today. I’d flagged them as potential post-deSPAC buyers—they held privately pre-IPO. Great to see them adding!
Canceled @Premium after multiple tags over 3 weeks with zero response. Incorrect spam label hurting @TopTickResearch visibility + now stuck in support form login loop. @Support @X, any human review? Independent researcher/creator, not spam. Any help before I leave @x altogether?














