Microcap catalyst/theme/special-situations trader // Verseoftheday is my best post by far, each day// 1Peter4:10
Joined September 2009
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always grateful for the 20+ years in a previous life worked alongside Army, Navy, AirForce, Marines personnel...you guys helped shape my worldview and defined sacrifice. 🫡
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#verseoftheday
”… if anyone is in Christ, he is a new creation; old things have passed away; behold, all things have become new.” II Corinthians 5:17
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ticker = $SECZ
Tokenization is evolving beyond issuance toward how financial assets are owned, traded, transferred and used.
On our Q3 earnings call last night, we walked through what we built for each of those steps in our first full quarter as a public company.
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nice post-earnings move (surprising) for $SECZ in a tough tape. Middlin' price targets from analysts might put a mental lid on it though.
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$SECZ Securitize to Acquire River One, Connecting Stablecoin Capital to the $6 Trillion Asset-Backed Finance Market
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Find Alpha retweeted
Zcash is communism insurance.
My first interview with @arjunkhemani.
0:00 From Austrian economics to Bitcoin
0:51 Bitcoin’s huge flaw: no privacy
1:33 Why Zcash
2:14 Store of value vs. money
2:45 AI accelerates surveillance
3:30 Arkham, Dalio, and central banks
4:06 How Zcash becomes money
5:06 Already easier than banks
5:46 The goal: replace the dollar
6:05 Money as civilization’s base layer
7:24 The sovereign individual thesis
8:10 Why Darwin waited to publish
9:23 Privacy and morality
10:35 America was founded on anonymity
11:33 Wealth and morality
12:25 Zcash in 5–10 years
13:05 Usable today through swaps
14:14 The Zcash roadmap
15:12 Should the transparent pool stay?
16:08 Ending the dev fund
17:29 The problem with ZCG
18:50 David Deutsch and Zcash
20:05 Who Zcash is for
20:40 Communism insurance
21:17 How to avoid Bitcoin’s capture
23:44 The coming war on privacy
25:29 Bitcoin’s place in a Zcash world
27:10 Gold and asteroid mining
28:01 Why humans still matter
28:34 The overlooked upgrade: Zakura
29:25 When should Zcash ossify?
30:49 Outro
#verseoftheday
“[105] Your word is a lamp to my feet and a light to my path.”
Psalm 119:105 ESV
bible.com/bible/59/psa.119.1…
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#verseoftheday
“[24] Declare his glory among the nations, his marvelous works among all the peoples!”
1 Chronicles 16:24 ESV
bible.com/bible/59/1ch.16.24…
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#verseoftheday
“[8] Finally, brothers, whatever is true, whatever is honorable, whatever is just, whatever is pure, whatever is lovely, whatever is commendable, if there is any excellence, if there is anything worthy of praise, think about these things. ”
Philippians 4:8 ESV
bible.com/bible/59/php.4.8.E…
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$KZIA : Kazia Therapeutics Recognized as "Drug Discovery Company of the Year" in 2026 BioTech Breakthrough Awards
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#verseoftheday
“We do not wrestle against flesh and blood, but against principalities, against powers, against the rulers of the darkness of this age, against spiritual hosts of wickedness in the heavenly places. Therefore take up the whole armor of God, that you may be able to withstand in the evil day, and having done all, to stand.” Ephesians 6:12-13
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#verseoftheday
“[11] I have stored up your word in my heart, that I might not sin against you.”
Psalm 119:11 ESV
bible.com/bible/59/psa.119.1…
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#verseoftheday
“[16] All Scripture is breathed out by God and profitable for teaching, for reproof, for correction, and for training in righteousness, [17] that the man of God may be complete, equipped for every good work.”
2 Timothy 3:16-17 ESV
bible.com/bible/59/2ti.3.16-…
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$COSM 13G/A just out. Dude bought >400k shares since last update.
archive.fast-edgar.com/20261…
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i dropped my CA ballot off yesterday. In a few months when it's counted, i hope to stop receiving all the spam texts and emails 🙄
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#verseoftheday "It is by grace you have been saved, through faith — and this not from yourselves, it is the gift of God — not by works, so that no one can boast."
—Ephesians 2:8-9
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