EraserheadCap's profile picture.

Eraserhead Capital

@EraserheadCap

$ALTS update... still cheap. Stock at $1.58 $WLFI at $0.186 put the mNAV at 0.285x, or a 71.5% discount to treasury value. #ALT5 The WLFI platform keeps chugging along, recently applying for a bank charter which should help #USD1's growth. Don't forget, USD1 and WLFI are linked

The support since announcing our application for an OCC charter for USD1 has been incredible. We appreciate everyone who’s reached out, engaged, and backed the vision. This is just the beginning of what we’re building 🦅 ☝️



Eraserhead Capital repostou

There are many cheap imitations. There is only one Securitize.


Eraserhead Capital repostou

Jawbreaker.

Securitize's tweet image. Jawbreaker.

Eraserhead Capital repostou

Now another $EVLV board director steps in to buy the dip today

stoic_point's tweet image. Now another $EVLV board director steps in to buy the dip today

$EVLV board director takes advantage and buys more than $275k of shares

stoic_point's tweet image. $EVLV board director takes advantage and buys more than $275k of shares


$EVLV some insider purchases

EraserheadCap's tweet image. $EVLV some insider purchases

Eraserhead Capital repostou

When $KRKNF $PNG.V raised $100M in June, it announced the funds will support "the Company's growth into a scalable global prime contractor", including 1) accretive acquisitions in US and Europe and 2) bids for government contracts. Let's unpack this - 1/9


Eraserhead Capital repostou

Forgot something. @Securitize's inferior peer $ONDO (@OndoFinance) has a coin that trades at a $3.5bil market cap. That's a 2x-3x from $CEPT's current price and valuation. AND AGAIN $CEPT has direct ties to the SEC, Fed, and Department of Commerce(who btw hands out those equity…

$CEPT / @Securitize Post-merger ticker: $SECZ I’m in with conviction. First-mover themes often need time to digest. A few more quick notes: - We got a positive EBITDA target trading at 10x revenue with a justifiable valuation. Most exchanges are at 10x-30x with slow growth. For…

SPACLiquidity's tweet image. $CEPT / @Securitize
Post-merger ticker: $SECZ

I’m in with conviction. First-mover themes often need time to digest. A few more quick notes:

- We got a positive EBITDA target trading at 10x revenue with a justifiable valuation. Most exchanges are at 10x-30x with slow growth. For…


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