Hi {{first_name}} ,
Buckle up, because the biggest revolution in markets is exploding right now: tokenized stocks are going live on blockchain, and it's about to rewrite the rules for every highly shorted name we've been holding. I've been posting about this over the last 3 years, and finally the pieces are snapping into place with massive moves from the NYSE, tZERO, Securitize, and BlackRock. This isn't vaporware or hype; this is the kill shot for naked shorting and pure rocket fuel for plays like $GME and $BBBY. Let's break it down with the facts straight from the latest developments.
Disclaimer: I am not a financial advisor and I do not give out financial advice. All forward-looking statements subject to risks and uncertainties. Past performance does not guarantee future results. This newsletter and TMC Robots are for entertainment purposes only.
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Insights
NYSE Drops the Bomb: 24/7 Tokenized Trading Is Here
Just this week, news hit that the New York Stock Exchange is launching 24/7 U.S. stock trading through a new on-chain tokenized exchange. That's right, real stocks, real ownership, trading anytime, powered by blockchain tech like tZERO (owned by $ICE and $BBBY) and Securitize (backed by heavyweights like BlackRock).
NYSE Tokenized Securities: “ICE is now working with banks including BNY” - https://ir.theice.com/press/news-details/2026/The-New-York-Stock-Exchange-Develops-Tokenized-Securities-Platform/default.aspx
It’s all about building a complete financial ecosystem. Grounded in transparency because of blockchain, returning power to the people, and removing power from the old corrupt system. This involves strategic partnerships with exchanges (NYSE), corporations ($BBBY), banks (BNY Mellon linked to Computershare) and technology (tZERO & AI).
tZERO ecosystem: stocks, exchanges, blockchain
I've been early on this in Episode 12, which covers the American Keiretsu or a formation of vertically and horizontally integrated companies (think in terms of partnerships instead of monopolies). tZERO is the core engine making it possible, integrating with NYSE and even linking to the emerging Texas Stock Exchange (backed by Citadel and BlackRock) and NYSE Texas (backed by $ICE parent company of tZERO). Power is shifting from New York to Texas, just like President Trump has been teasing about in a change of the old guard.
Check my X thread called the Keiretsu Files – we called it early.
XYZ Peer-to-Peer Trading: The End of Naked Shorting
The SEC's Crypto Task Force has piloted a program called Project Open in April 2025, and by late 2026, we’ll getting full clarity on XYZ – the peer-to-peer trading framework. This lets anyone trade stocks directly, phone-to-phone, like crypto today. No more middlemen hiding shorts off-exchange.
What is Project Open?
Project Open is a proposed regulatory framework submitted to the SEC to enable compliant blockchain-based issuance and trading of securities. This initiative seeks to harness blockchain technology to create more efficient, transparent, and accessible capital markets while maintaining robust investor protections.
This is an effort towards unlocking billions or more in traditional assets (stocks, bonds, funds) to trade 24/7 with instant settlement, lower costs, and unprecedented transparency—while keeping the US competitive in financial innovation.
Blockchain securities mean transparent ownership. No more naked shorting games; everything's on-chain and verifiable. It's a total overhaul, building a cleaner system while the old one crumbles.
Key Tech Players | What They Bring |
|---|---|
tZERO | Blockchain securities backbone, partnering with NYSE |
Securitize | Tokenization platform for real stocks on-chain |
NYSE/TXSE | 24/7 trading integration, shifting power to Texas |
Computershare | Transfer agent for $GME, enables DRS book-entry |
BNY Mellon Bank | For settlement between transfer agents (e.g. Computershare) and exchanges |
$BBBY (formerly $BYON and $OSTK) | Pilot test blockchain securities with Overstock token and buybuyBABY digital token |
What XYZ Means for $GME DRS Holders
Us DRS folks? We're all about direct control—no brokers lending out our shares or risking them in a crash. XYZ takes that to the next level. Here's how it fits our world:
Supercharged Direct Ownership: Right now, DRS means holding common stock directly with GameStop's transfer agent. XYZ lets us go blockchain: Tokenized Shares in whitelisted wallets (with ID checks to keep it legit). You withdraw and hold them yourself, just like DRS but digital and permanent. No redepositing once you pull them out—total lock-in against shorts.
Slamming Naked Shorting: Blockchain means every share is tracked immutably. No more synthetic shares or off-exchange order routing tricks. For $GME, where shorts have been a nightmare, this transparency could force massive covers. It's like a slow squeeze on steroids, death by a thousand transparent cuts.
Economic Perks and Stability: Tie this to GameStop's toolkit, like those convertible notes and preferred stock authority. Book-entry shares (via DRS) give priority on dividends and assets if things go south. XYZ could tokenize these too, letting us DRS holders grab fractional pieces cheaply, build up, and withdraw whole shares directly. It's a new asset class: stable income plus growth, all blockchain-secure.
Benefit for DRS Holders | How XYZ Delivers |
|---|---|
Direct Control | Wallet-held Tokenized Shares, no brokers needed—extend your DRS autonomy to blockchain. Trade with anyone 24/7. |
Dividend Priority | Tokenized stock for cash and/or stock dividends, instant settlement. |
Anti-Takeover Shield | Board can issue preferred to allies, blocking hostiles—blockchain makes it ironclad. |
Flexibility | P2P trades with stablecoins or crypto, instant and low-cost. |
Transparency Boost | Immutable records kill short manipulation; aligns with WHYDRS.org vibes. |
Connecting Dots: Why Shorted Stocks Like $GME and $BBBY Are Set to Explode
This overhaul hits hardest on the most abused, heavily shorted names, the ones perfectly positioned for the new ecosystem. We're talking a slow, relentless squeeze as transparency forces covering. $GME and $BBBY sit dead center. Ryan Cohen's $100B market cap target is locked and loaded, with his long-term compensation pure shareholder alignment for massive upside.
Marcus Lemonis just went loud on X, tagging Opendoor's CEO constantly, because the two companies are working on the same thing: home ownership.
These aren't random posts. Everything connects: “$BBBY ( ▼ 4.82% ) x $OPEN ( ▲ 0.19% )”
At BBBY, Marcus is pushing AI plus blockchain integration to turn it into the ultimate "everything home" platform: retail, insurance, fintech, all under one roof. The latest shareholder letter spelled it out crystal clear, and his performance payout clock ticks to February 2026. We're weeks away from fireworks.
Opendoor ($OPEN) is quietly building the AI and blockchain bridges right now, linking directly via BBBY warrants and Lemonis' public hints. Then $FNMA/$FMCC: Burry, Trump, Pulte all signaling a monster IPO on the horizon.
Trump already ordered $200B in mortgage buys to flood liquidity and make housing affordable again. Make no mistake, GameStop is the leader of the meme stock runs, and a rising tide caused by an IPO or a tsunami of M&As will lift all baskets for a moonshot.
Deadline pressure is real: February 2026 for Lemonis' big payout if goals hit.
Leader | Company | Key Target | Timeline |
|---|---|---|---|
Ryan Cohen | $GME | $100B market cap | Ongoing push |
Marcus Lemonis | $BBBY | Performance objectives met | Feb 2026 compensation award |
It all points to one thing: a massive liquidity event via mergers, acquisitions, or IPOs. That's the spark for epic runs in these interlinked plays.
Big Picture Impacts
This isn't isolated—NYSE's 24/7 tokenized push with tZERO ties right in, shifting power to transparent systems. For highly shorted plays like $GME, $BBBY, and $DJT it means better price discovery and fewer games. Ryan Cohen's $100B goal? This ecosystem could rocket us there and creating a floor price to hold at $10B, $20B, and onto $100B market cap.
Mark your calendars because this is the year. Tokenization is igniting, and our favorite shorted stocks are front and center. Shorts beware.
Stay tuned, these next few weeks will be reassuring. ⏰
Very best,
Edwin
My Stock Picks (Updated 2026)
These are my personal stock picks for the Golden Age. Some of these are part of the meme basket, others are affiliated with the white hats and activist investor groups, or part of the Golden Age ecosystem.
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