@joceyreyes209@Doc3411@tZERO@elonmusk needs to add a π― % button in addition to the like button certifying these kind of responses with a simple tap of the finger. Humans or stocks associated with that guy should be swerved at all costs. I Kick my self daily for drinking some of his kool aid a while back.
@MiddleEast_Eng Indians stomachs need to be tested for their ability to withstand the harshest bacteria. These guys can literally eat and drink sewage as if it was nothing.
@JahnDerp@dougblazers His ask my anything won't include the 10,000 people he has blocked. He can shine amongst his selected bootlickers ! The guy needs to be investigated, and am sure his day will come.
@parry_troy@PatsOnYaBack You are also clearly part of the problem. If this idiot had been swallowed then it would have prevented this from happening. This generation os f#cked !
Top RWA Assets Q1 2026 Performance
$QNT: $75.48 β $79.63 | +5.5%
$POLYX: $0.0572 β $0.0594 | +3.8%
$LINK: $9.05 β $8.63 | -4.6%
$SYRUP: $0.22 β $0.21 | -4.5%
$CFG: $0.1080 β $0.1000 | -7.4%
$XDC: $0.0520 β $0.0360 | -30.8%
$ONDO: $0.43 β $0.28 | -34.9%
$PENDLE: $2.11 β $1.29 | -38.9%
$PLUME: $0.0169 β $0.0100 | -40.8%
Only 2 survivors in Q1, $QNT and $POLYX quietly holding green while the rest of the RWA sector bled.
$MNTRA the standout casualty at -79.9%, a brutal quarter for one of the most hyped RWA names.
$ONDO down -34.9% despite crossing $3.5B TVL and landing a Franklin Templeton partnership. Fundamentals and price action completely disconnected.
This is exactly what accumulation seasons look like
ππ’π΅π’: ππ°πͺπ―ππ¦π€π¬π° & ππ°πͺπ―ππ’π³π¬π¦π΅ππ’π±
@Alan_Konevsky@vlastakis@tZERO Points and Questions on the TZROP conversion feel free to respond Alan:
1. Am I getting a fair deal on the conversion ratio?The independent valuation by Dahn Consulting found that one TZROP is worth roughly 1.13 shares of Series B β yet the company is offering 3 shares of Series B per TZROP. That sounds generous on the surface, but the Series B original issue price is only $0.5497 per share, meaning 3 shares gives you about $1.65 in liquidation preference value. Compare that to the current TZROP redemption floor of $10.00 per token. You're potentially giving up significant redemption value in exchange for equity upside that may or may not materialize.
2. What exactly am I giving up? You lose three meaningful things: the $10.00 minimum redemption price (which the company can exercise at any time), the right to quarterly dividends (even though none have ever been declared), and continuous daily trading on the ATS. Instead, you'd get semi-annual auction-based liquidity windows β a dramatic reduction in your ability to sell when you want.
3. What happens to my seniority in the capital structure?TZROP currently sits at the very top β senior to both Series B Preferred and Common Stock for dividends and liquidation. After conversion, you'd be in the Series B class, which is senior to Common but no longer the most senior equity. You'd also be sharing that class with the existing 140.9 million Series B shares, diluting your influence within that class to roughly 31% of outstanding Series B.
4. What governance rights do I actually gain, and how meaningful are they?You'd gain the right to vote alongside Common Stock on an as-converted basis, and Series B holders collectively get to elect one board director. But with former TZROP holders representing only about 31% of the Series B class, and roughly 11% of total capitalization on a fully diluted basis, your practical influence over governance is limited. Protective provisions can also be waived by a majority of Series B holders β meaning BBBY and other large holders could override minority interests.
5. What's my realistic path to liquidity after conversion?Currently, TZROP trades continuously on the tZERO ATS. Post-conversion, the ATS will stop quoting TZROP, and your Series B shares would only be tradable during semi-annual auction windows on tZERO's private markets platform. There's no guarantee of buyer demand at those auctions. And while Series B shares could eventually convert to Common Stock through an IPO, SPAC merger, or similar event, there's no established market for Common Stock either and no timeline for any such liquidity event.