1/ Why Securitize’s public listing ($CEPT) could be the most significant SPAC deal since $DJT ( $DWAC):
Securitize, the world’s largest Real World Asset (RWA) tokenization platform, just announced they will be going public via the SPAC $CEPT at a $1.25B valuation.
The silence of my critics clearly speaks for itself. If there was any real evidence, why not show it? @GMHikaru has continued to completely ignore my interview and is trying to sweep everything under the rug. Is anyone going to take accountability for the damage they've done?
Just listened to the 4/8 @theallinpod... wow
@chamath and company, with a complete lack of self-awareness, complain about how the Fed kept QE going for too long, recession coming, inflation, yada yada. THESE GUYS MADE BILLIONS because of QE...
Nuclear NAV SPAC (optionable, w/ only 1.5% downside) write-up coming for subs today. U.S. nuke plant R&D + manuf co w/ approved order in Romania already! Founded in 2007, only co w/ design approval for modular nukes (628 patents & $1.3bn invested to date)
https://t.co/r7f3PlxC5V
$sv turned over 2m volume today, ~10x avg. I wasnt going to get in, but seeing the continuous arb churn made it appealing - continued momentum could clear them out. Not many opportunities in NAV SPACs, so figured this is worth a low risk lotto to stick some cash in. Good find ZPO
$FATH PIPE unlocked yest, adding 7m to the float. Total float now 9.4m shares - low float thesis gone
Now looking at a roll-up trading at a pf val of $1.5b EV on 22% rev growth
2022E EV/R = 7.3x; EV/EBITDA = 27.5x... not pretty
Time to switch to short side: im long Feb 7.5p