Mehdi Farooq,CFA

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[Mehdi Farooq,CFA @MehdiFarooq2]

Tokenomics advisory pitches here, please, rather than through DMs.

https://t.co/mPliAe4whb

If you are working on decentralized physical infrastructure with crypto incentives (e.g., Web3 - Uber, Deliveroo, 5G network, Airbnb, Solar grid, etc.), would love to chat

Thanks.

[Mehdi Farooq,CFA @MehdiFarooq2]

Don't build a global neobank in 2026. Niche down.

Regionalisation is the play.

The crypto neobank that win this year are the ones built for local taste, local integrations, and local distribution - not the ones chasing global scale from day one.

eg. @HandlePay0 - building for Pakistani market.

[gizem @ggizemyildiz]

everyone is building cards.

not everyone owns distribution.

[Mehdi Farooq,CFA @MehdiFarooq2]

@BoriyaKishan @morphic Hi

[Mehdi Farooq,CFA @MehdiFarooq2]

@kevinxu @Figure_robot So you are comfortable paying 4X the NAV and some investors will be unlocking. I think Pipe investor are already sitting at 3X

[Mehdi Farooq,CFA @MehdiFarooq2]

There are two different worlds in crypto.

If you think XRP became XRP on fundamentals alone - without the magic internet money formula - you're mistaken.

Each to their own.

Western VCs/folks lean toward fundamentally driven tokens. Eastern markets play a different game.

Me? As a trader, I go wherever my edge lies. I respect and enjoy both the game

[Mehdi Farooq,CFA @MehdiFarooq2]

Not to defend Lab

But was an investor in ESE, so worth correcting a few things:

Token launched ~2 years ago, not 1. Platform itself is 3+ years old.

There was a pivot from NFT collectibles marketplace → launchpad after the original model didn’t find PMF. That’s not abandoning to extract value. Launchpad is still functional - but didn’t achieve PMF

Private round had generous vesting schedules. A big reason the chart looks the way it does is unlock pressure outpacing demand.

“Investors got screwed” doesn’t match my experience on the round. In fact investor made lot of money hence the chart looks like this.

Ser engagement farming with wrong facts on ESE isn’t a service to your followers.

[Cancore @cancore_io]

Cancore Genesis Phase 2 is live.

Mainnet is back online – upgraded, refined, and ready for the next wave.

Phase 1 gave us real usage, real feedback, and the stress test we needed.

Phase 2 brings the upgrade:

• Trading with $CC and $CBTC
• Transfer history implemented
• Stronger stability and reliability
• Network fees added
• Infrastructure improved from everything we learned in Phase 1

Access codes for Phase 2 are now rolling out in Discord.

[Mehdi Farooq,CFA @MehdiFarooq2]

Up almost 35%

[Mehdi Farooq,CFA @MehdiFarooq2]

eToro ($ETOR) is the most mispriced stock in fintech and crypto right now.

$29/share. $2.4B market cap. $1.3B net cash. $216M net profit. Zero debt.

You're paying 4x EBITDA for a profitable, growing, founder-controlled broker with a 40M user social trading moat.

Thread.

[Mehdi Farooq,CFA @MehdiFarooq2]

@eToro at $29 is one of the clearest asymmetric setups in listed fintech.

Bear case $45 (+55%). Base case $53 (+83%). Bull case $110 (+279%).

Net cash of $1.3B means you can't lose much more even in a disaster scenario.

Founder-controlled. Buybacks active. AI roadmap real and shipping. US barely started.

Robinhood is great but expensive. Hyperliquid is a clever DEX with a token that thinks it's an equity but again expensive

eToro is a profitable, cash-rich, founder-led global broker trading at a CFD platform multiple.

The market is wrong. It won't be wrong forever.

$ETOR

[Mehdi Farooq,CFA @MehdiFarooq2]

eToro ($ETOR) is the most mispriced stock in fintech and crypto right now.

$29/share. $2.4B market cap. $1.3B net cash. $216M net profit. Zero debt.

You're paying 4x EBITDA for a profitable, growing, founder-controlled broker with a 40M user social trading moat.

Thread.

[Mehdi Farooq,CFA @MehdiFarooq2]

The product roadmap is the bull case you're not pricing in.

- US Smart Portfolios (H1 2026, pending RIA licence)
- Agent Portfolios — AI autonomous trading launched March 2026
- Prediction markets with Polymarket/Kalshi (Q3/Q4 2026)
- 100,000 tradable assets by end-2026 (up from 6,200 today, via AI onboarding)
- Tokenised equities on Ethereum
- eToro App Store — developer ecosystem, platform economics
- CopyTrader launched in the US in October 2025. First full year in 2026.

Every one of these is an ARPU expansion lever in a market of 160M US investors where eToro currently has 300,000 funded accounts.

[Mehdi Farooq,CFA @MehdiFarooq2]

@KyleSamani @YuvalRooz its @canton_loop

https://t.co/51yAOPaM2i

[Cancore @cancore_io]

Cancore Joins Canton Network as Validator

We are pleased to announce that Cancore, a settlement layer connecting @CantonNetwork to public blockchain liquidity, has joined the network as a Validator, operated by our partners at @FiveNorthHQ.

As Canton continues to bridge traditional finance and digital assets, Cancore enhances this vision by enabling trust-minimized, atomic cross-domain settlement and efficient access to external liquidity, while maintaining the integrity of Canton-native workflows.

This development represents an important step in advancing scalable, institutional-grade financial use cases on the Canton Network.

[Mehdi Farooq,CFA @MehdiFarooq2]

@Jeremybtc Accumulating Emaar, Aldar, Dewa and Salik :)

https://t.co/glL67wUrtL

[Mehdi Farooq,CFA @MehdiFarooq2]

Everyone is panic selling Emaar. I'm buying.

Here's what the market is getting wrong about $EMAAR at AED 10.65 👇

[Mehdi Farooq,CFA @MehdiFarooq2]

Everyone is panic selling Emaar. I'm buying.

Here's what the market is getting wrong about $EMAAR at AED 10.65 👇