Doc34 retweeted
I bought in for exposure to tZERO equity and Grain Chain. At this point, I think Marcus’s decision making will erase whatever value those assets create, even if they succeed. The market seems to agree; just look at NXH’s share price.
I hope I’m wrong, but the numbers speak for themselves. Many cheerleaders bought higher, and even those who came in at $3 or $2 are underwater. Many arrived pitching the acquisitions and the "Marcus playbook." Now they’ve lost half their investment, and that playbook is gone.
Marcus talks big, makes poor decisions, and has yet to deliver on a single promise. There’s no humility either. He’s fired people he hired, and every time a plan changes, he credits "listening to shareholders." In my view, he wasn’t listening to shareholders. More likely the board stopped the last deal because his tZERO idea was so ill-conceived.
We’re also still waiting on an update for tokens.com, another of the so-called pillars. There are no pillars left. What we have is a CEO who has failed shareholders and cost us a lot of money.
Doc34 retweeted
Replying to @AvaLabs
@AvaLabs @cryptoreine How about it?
Replying to @cryptoreine
I'd love to show Avalanche our digitally native TA, which of course supports your chain already.
Doc34 retweeted
And optionality . Solid work @Alan_Konevsky
Tokenization brings "speed, transparency, equity and equality of access" to markets, things not available in a traditional marketplace.
@Alan_Konevsky, CEO of @tZERO, tells @JD_Durkin it's also "naturally suited to enable an AI economy," as machine to machine trading and financial interactions keep growing.
Doc34 retweeted
Replying to @marcuslemonis
@marcuslemonis
Since you responded but wouldnt answer, I am just leaving the Peabody (hottest zip in America according to Realtor.com) Container Store. Looks like inventory arrived and is being shelved, but NO full conversion expected according to manager. WHY?
Doc34 retweeted
Replying to @marcuslemonis
@marcuslemonis Since the SEC's Sept. 17 tokenized-stock exemption, $SECZ has jumped nearly 40%. Meanwhile, $NXH owns significant exposure to @tZERO. The last tokenization-company post I can find you commenting on was Securitize on Aug. 25. Why so quiet on tZERO?
Doc34 retweeted
#NXH #TZERO #Tzero_Bros Ironically, many of us here are not your enemy. We want #NXH to do well, as I assume you do too. Listen to what we're telling you, embrace your role, and put your ego aside. On knowing your role : In a January 2026 Entrepreneur profile, @marcuslemonis attributed his longevity to one primary thing: repeatedly asking himself, "What does the company most need me to do now?" In the same piece he argues that the best leaders may be the ones who want to get everybody else to the top of the mountain, rather than staying at the peak themselves, a view he says replaced his earlier belief, from becoming a public-company CEO at 25, that leaders belonged at the top.entrepreneur.com/leadership/…
Doc34 retweeted
Replying to @marcuslemonis
@marcuslemonis You should be doing far more to promote @tZERO, even while you're busy fighting with people like a child. Your job is to create value for $NXH shareholders, and #tZERO is in a hot sector. Even if you choose not to invest in another funding round, you still hold a sizable stake, and any increase in #tZERO's value benefits your shareholders. And yes, you do have shareholders. You may act like you don't, but you do. #Do_Better!!! #Tzero_Bros $NXH
Doc34 retweeted
To be fair, you guys getting in at $3.50 and saying “give him time, revenue is growing” are talking about your trade. That doesn’t answer it for people who have been averaging since 2019. Time helps the new buyer. Time without a spin or a sale works against the rest of us. Share count keeps going up. Our slice of tZERO keeps going down. Some of us have been here longer than a month.
Doc34 retweeted
The fact that you're implying I'm being paid is absurd. You can go back nine years on my position here on X. If you need to come up with some silly narrative that I'm being paid, or that I'm one of the Wall Street insiders somehow trying to stifle NXH, you're nuts. I probably predate you on OSTK.
With all that said, let's get to the point: why the hell would we even be talking about Marcus controlling Alan? When Marcus showed up, he didn't even know or understand that OSTK owned $tZERO or $GrainChain. He only found out after he signed on. Again, go listen to the early Spaces calls. He didn't understand tokenization and even said he wanted OSTK out of that stuff. Only later, after pushback from shareholders, did he change his tune and make an effort to understand it. And after his turnaround did not go to plan, he pivoted a bit more toward that side of the business.
Can NXH go up from here at $3.90? I think so. Just owning the assets will help once they get traction. However, my point about playing a hand of two aces still stands. When you're dealt two aces, your odds of winning are very high, and you should typically win the hand. Only fools and the truly unlucky lose it. But people who don't know what they're doing fail to maximize it, and that's my point.
So yes, if you buy here at $3.82 and tZERO succeeds, one would assume NXH goes up. But I think Marcus failed to embrace it and maximize it, so the upside is limited. Do I think @scottfelsenthal getting in here and maybe unloading at $6, maybe $10, maybe even a little higher, is a big win for him? Sure. Marcus getting a whole bag of options and buying here will probably win too.
The question, @treesandquiet , is about the long-time holders and the folks who bought OSTK or Beyond earlier. Will they be made whole? Will they win? That was my point. If you're only concerned about the short-term holder who bought here, then that's a trade and a position. I've always posted from the long-term holder's perspective with a long-term outlook.
You're welcome to disagree with me, but no one is going to buy this stupid sh** about me being some kind of connected Wall Street guy trying to suppress $NXH . You picked the wrong handle to throw that dumb crap at.
Doc34 retweeted
Replying to @magsonthemoon
Nothing worse than a CEO in denial , cash strapped and changing his mind and/or commitments. Business schools should study NXH as an example of why tv personalities make bad CEO
Doc34 retweeted
/@tZERO needs its own valuation. Backed by ICE, the company serves as the regulatory rails for an entire industry. This should mean something @Alan_Konevsky
Doc34 retweeted
Replying to @AlanKonevsky
@AlanKonevsky Here’s an idea: raise strategic capital from $ICE & buy $NXH at these depressed levels.
tZERO could effectively reclaim NXH’s huge tZERO stake on the cheap, while also gaining GrainChain + the rest of the blockchain portfolio.
Might be the ultimate value trade. 👀
Doc34 retweeted
Replying to @scottfelsenthal
@scottfelsenthal , I like your pieces you make some interesting points. I have a few questions for you on $NXH
1. Why now? You point to beaten-up companies with angry shareholders as a signal of a bottom. But shareholders have been angry for years while the stock has done nothing but fall. So what makes this moment different? Is it simply that the price is close to zero, or is it the turnaround plan that came out a year ago?
2. What's the trade? When you look at it at $3.90, are you saying "this can turn, maybe we get to $6 or $8 and exit"? Or do you see something longer-term?
3. The CEO question. This is something I raised at the very start of Marcus's tenure. He's a celebrity and TV personality with his own show, regular celebrity appearances, and a recurring spot on @FoxNews . Have you ever seen a CEO run a turnaround this complicated while carrying that many outside obligations? To me, NXH/Beyond is a full-time job. I said this over a year ago, and it only gets more glaring as the stock falls.
Replying to @Hovik24 @HumbleandH @JojoMojo200 @marcuslemonis @jwbuffett1946 @DennisLyrintzis @AlderLaneEggs
Execution first. Then the re-rate will come.
Got it wrong here, point remains thought he’s wildly disrespectful and condescending in here to shareholders and has been since day 1. Just zero humility in the midst of an abysmal job so far.
Doc34 retweeted
Replying to @AlderLaneEggs
@AlderLaneEggs Did Marcus take NXH to Nasdaq because he knew tzero and ICE were working on a deal to get back together and he didn't like it.
Doc34 retweeted
Hmmmm. It seems as if Jamie was 100% correct after all. One of these is definitely not like the others. @tZERO wins again!
I guess we will see a bunch of posts comparing @Securitize, @Equiniti, @SuperstateInc, @OndoFinance and of course some imaginary claims from @tZERO - one of these is not like the others though.
Doc34 retweeted
Neighborhood Intelligence owners a question on the @tZERO @GrainChainIO/ Medi ownership. Would you prefer all or some of the assets be spun off to shareholders, or have them held and managed by $NXH management?
78%Spun off, held directly
22%Held/managed by NXH
83 votes • Final results Doc34 retweeted
Replying to @marcuslemonis
@marcuslemonis According to Realtor.com Peabody Massachusetts is the hottest zip code in AMERICA right now and yet the Peabody Container Store WAS NOT prioritized for conversion. 😭 Can we get updated specifics on conversion process? $BBBY
timeout.com/boston/news/this…
In my view, a single “snapshot” can answer what something looks like today.
But serious capital often evaluates more than that.
When looking at structures like TZROP , frameworks I look at:
• post-conversion ownership %
• outcomes across scenarios
• capital stack positioning
• dilution sensitivity
• MOIC / return alignment
• participation in upside
Not a conclusion — just the lenses I find relevant.






















