Christian Ott

The newest edition of Chiliz Insights is here! I'm looking at Chiliz governance re-opening, a new Forbes article, Chiliz at Solana Breakpoint, Fan Token teams in the UCL, national teams, new app Fan Tokens Hub, Kayen, PEPPER, Chiliz staking, and more! $CHZ

Talking about sports equity: The NBA is getting closer to choosing the winning bid for their Las Vegas expansion team. All three finalists have bid more than $10 billion! (starting from 4:40) 👀

$SECZ: Has reclaimed the important $8 support on a daily chart, after falling briefly below. This has been an important area ever since the stock started trading, it acted as resistance from July to September. I'm bullish!

$CHZ: The US activity for Socios is just getting started. Five colleges were already announced with Fan Token partnerships, and Socios is still working on launching a total of 30 college programs over the next 12 months. 🇺🇸

$SECZ: The acquisition of River One is strategically interesting. It expands Securitize beyond tokenizing existing financial assets into financing the underlying assets themselves, connecting institutional borrowers with stablecoin capital and unlocking new revenue streams.

$PYPL has an exceptional buyback yield, this year alone Paypal will buy back approximately 11% of its shares, additional to a 1% dividend yield for investors. While that yield is active, it remains a hold for me, the stock is still only trading at 11x earnings.

My tokenization-focused portfolio is wildly volatile, for example SECZ was down 20% yesterday and is up 4% today. But I really believe in this in the long run, I think tokenization will be a megatrend in financial markets for years to come and we are still early to the trend.

$ETH: My anticipated retest of $2k is here, although I was expecting a short-term bounce before that. Nonetheless, it is retesting an ascending support line, that has marked several lows in the past few years. I'm bullish on ETH, I think it can retest $4k again or go much higher.

$SECZ: Currently trading at $8.89, up 27% from yesterday. During its earnings call yesterday, Securitize disclosed an agreement to acquire River One and announced a share repurchase program of up to $50 million.

$UNI is holding up really well during the last 30 days, while Bitcoin has gone down 10% and ETH has gone down 15%. UNI itself has been ranging between $6.6 and $7.8 during that timespan, with the sell-off from the Binance hack marking the low so far.

The Oil price is now down to $84, I still expect it to go to $60 next year. That will lower inflation and potentially lead to lower interest rates, which will be good for markets.

$CHZ: Securitize touched on its partnership with Socios for Socios Equity Tokens during its earnings call (starting at 51:30). Securitize will be the regulated entity behind the distribution and trading of Socios Equity Tokens. It will help Socios leverage its existing retail user base to expand into equity tokens. Securitize will earn distribution and trading fees, which it will share with Socios, as Socios brings retail traders from its platform who are already familiar with trading Fan Tokens. Sports equity tokenization will start in Europe, as there are significantly more regulatory restrictions around retail ownership of sports teams in the US, while such ownership is much more common in Europe.

Socios plans to make sports equity tradable, which is mostly a private market, even though the value of clubs has been built over decades by fans. The potential target audience is huge, equity sales in sports clubs usually attract a big portion of the fanbase. $CHZ

Tokenized equities have overtaken tokenized commodities in size this year. While commodities already started the year at $3.6 billion and equities at just $1.4 billion, the flip happened in August. Currently, equities are standing at $5.9 billion and commodities at $5.1 billion.

Stablecoins are leading tokenized assets in size with a market cap of $281.6 billion. Debt is second with $23.1 billion, equities are third with $6 billion and commodities are at $5.4 billion.

$OKE: I bought another 16 shares in ONEOK to top up my total invested amount to €12k. Solid physical infrastructure company (midstream provider), that is trading at 13x earnings and pays a 5% dividend at current prices.

$UNI: Yesterday had the third highest burn of the last 30 days with 62k UNI. The more volatile the market gets, the more trading volume Uniswap generates and the more UNI is burned. Great to see!

$BTC: I'm still tracking the 22-23 fractal off the lows, which, so far, looks very similar to the price action we had since June. I think a few weeks ago, everybody would have agreed on more upside, now people are getting more cautious again. I'm still bullish.