CEP
Cantor Equity Partners, Inc. Class A Ordinary Shares
Mentions (24Hr)
-75.00% Today
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CEP - going the MSTR strategy of buy all the Bitcoin.
Wow this is the saddest post from someone that clearly has no understanding of finance. Dilution is not necessarily a bad thing. If I own a company worth $1m but someone wants to pay me $100m to own 90% of my company and dilute me down to 10%, is that a bad thing? Hell no. I just got $100m for something worth $1m and I still get to keep 10%. Point is, dilution is good if the valuation that the buyer coming in at is rich. It’s terrible if the valuation is cheap. But dilution itself is neither a good or a bad thing. For $CEP, the PIPE is coming in valuing your shares at $10/share. That’s far better than what any of us have seen anyone willing to pay for SPAC shares in the last 3 years.
Shouldn’t you just buy MSTR or CEP? Yeah almost 1:1 market cap to bitcoins held at about 4.8 billion Downside is that they net owe $2 billion So… maths… 2.5b of actual value over 4.8b is 52% Wait no I’m supposed to do opposite for NAV, 1.92x MSTR is… $98 bil MC / 52.7 bil BTC = 1.86x So yeah if BTC moons, Mara should probably pump as Much as mstr But you need long dated man, this short dated is gonna poof
If you missed the run-up in CEP, don’t worry — Cantor still has several other SPACs actively searching for targets. Overall, the SPAC market has been gaining momentum, and there are plenty of opportunities emerging all around us.
# 1. What’s happening with CEP → XXI? * CEP = **Cantor Fitzgerald's SPAC**. * Merging with **Twenty-One Capital (XXI)**, a Bitcoin-related venture. * At closing, **retail shareholders** (you, SPAC holders) will **own about 2.7%** of the new company. * **The other 97.3%** ownership is **going to the target’s insiders, PIPE investors, and other parties**. # 2. Does this mean massive dilution? **YES. Brutal dilution.** Retail SPAC shareholders are getting diluted into the ground.
Ok I admit that Iam so retarded to yolo the CEP now
Irrelevant. I was responding to a bearish bitcoin comment. Not a bearish CEP comment.
The [Investor Presentation for the CEP deal](https://www.sec.gov/Archives/edgar/data/1865602/000121390025034374/ea023922201ex99-3_cantor.htm) has an explanation that may help you understand. Page 26 shows the ownership breakdown for various investors, including the 10 million CEP SPAC shares. Public SPACholders will hold 2.7% of the combined company if the convertible notes are converted. $3.6 billion \* .027 = $97,200,000. The SPAC NAV is $100 million. If CEP shares are being traded at $30 per share, three times the SPAC $10 share value, then the entire deal is being valued at 3 \* 3.6 = $10.8 billion by the market. A big part of the share price appreciation, it appears, is because Jack Maller will be the CEO. Take a look at page 5 of the investor presentation. There is a picture of Jack, in his hoodie, with the hood up, as his professional CEO picture. Seems this investment may be more attractive to younger investors, who have seen what Maller has done with his previous companies, when combined with Tether and deep pocketed backers.
I will add this to my watchlist. Thank you. I disagree with you. ALGOs reacted to the "3 billion dollar deal" and then CEP went up. Then retail jumped in. I believe you would need a similar catalyst to see the kind of pump CEP saw. Calling something the next Microstrategy also helped with the pump.
When do they actually merge? Also doesn't CEP only get like 2.5% of the company?
I am new to SPAC's and I am trying to get a feel to understand them. This new CEP SPAC that turns into XXI. As far as I understand the retail portion will be 2.7% when it becomes XXI. So does that mean the price is adjusted downwards from all of the other shares that are instantly added?
100% on $CEP last week, any good moves for this week?
As someone who has the CEP (which goes over this exact content) this form 4 shows that he has been award stock options. He didn't ex them yet
Webull and Newsmax were certainly a thing intraday. $10 to $290 and $10 to $80. SPACs have unique dynamics, and CEP has even more unique dynamics given the underlying assets are Bitcoin. Short borrow rates are suring and no one would want to hold this short given borrow rate and potential for BTC to rally over weekend on tariff news, etc.
CEP out here poppin a lil
Can someone calculate the fair value of CEP based on the future bitcoin holdings?
You guys better learn about mNAV, which is basically their stock price in relation to BTC price based on much BTC they hold. For reference, MSTR’s mNAV is around 2, whereas CEP is hovering around 3. Not saying hype can’t pump price, but knowing Softbank is part of this, they’ll eventually dump as usual.
CLBR being a sympathy play for CEP? Or is the trump-connection so meme-able?
CEP might do numbers today
https://finance.yahoo.com/quote/CEP/
$CEP bought up a bunch of BTC
The gap up on CEP tomorrow is insane. It literally has no walls between 20 and $50 High of $66 tomorrow is possible. Fucking wold
When is CEP expected to merge with twenty one capital
CEP if it dips..that spike today was crazy
Raise your hand if your children will not go to college because of CEP 🙋🏻♂️
Lutnick is a regard. but $CEP will go to $69 REGARDless
The [Investor Presentation was posted](https://www.sec.gov/Archives/edgar/data/1865602/000121390025034374/ea023922201ex99-3_cantor.htm) here yesterday. Page 26 shows the ownership breakdown for various investors, including the 10 million CEP SPAC shares. Public SPACholders will hold 2.7% of the combined company if the notes are converted. $3.6 billion \* .027 = $97,200,000. The SPAC NAV is $100 million.
CEP cost basis is 17.06. What do? I think there’s legs short term to $50. When to trim?
CEP squeeze was sick. Got out at 36.45
So what's this $3.6B crypto venture deal that $CEP has with SoftBank and Tether? What's the $3.6B figure about?
CEP can still go 5x from here. 422M mkt cap right now but will have 3.75billion worth of BTC upon merger
Haha CEP couldn’t wait to rug, this shit is so fictional
Tf is doing on with CEP
Level 2 data on CEP is so funny Lol
why is CEP doing what its doing
Stock exchanges on CEP temporarily halted… lol wat in the manipulation is going on
Yeah, I got burnt by BCTX premarket so pretty much made back all that I lost before open and a little more. But I should've definitely held my position on CEP at $23.
how high will CEP go? 
CEP has mkt cap of 487M right now... but it will have 3.75 billion worth of BTC upon closing when it becomes XXI
CEP trading halt. Insider stock. Lutnick sons new launch
CEP circuit breaker just hit on Fidelity
CEP 
Holy fuck CEP is a damn rocket!
all in on CEP just to feel something
Lots of other SPACS are moving in sympathy with $CEP, even $CEPO that has no value. $CLBR Moving nicely too.
Bought 5200 shares of CEP at open 😏
CEP squeezing and halted up. In for 100 shares at $28.4, but paperhanded it 3 times so far today fuck me.
Level 2 on CEP looks funny rn with the halt
CEP trading just got halted on Robinhood due to it rising lol
Nmax, BULL, no it’s $CEP 
Instead of buying puts yesterday should've just put all into CEP. bought some CEP too ... but just shouldve full ported Lol
CEP 
Told ya about CEP lol
Having spoken to many of these arb funds, and primarily running an yield strategy myself, I can say that most of arbs have become a lot smarter / more patient since DWAC in October 21. CEP by comparison went immediately to $13 and never really sold down, albeit smaller float. Plus this is cantor we are talking about...I wouldn't put anything past them.
For right now yeah they are trading under CEP. They are hopeful they will be under their own ticker soon which will be XXI
Ah, just read [an article](https://www.businesswire.com/news/home/20250423962305/en/Tether-SoftBank-Group-and-Jack-Mallers-Launch-Twenty-One-a-Bitcoin-native-Company-Through-a-Business-Combination-With-Cantor-Equity-Partners). They’re doing the MSTR playbook. The only exposure to Twenty One is through CEP, right?
Put some CEP in your step
No you’re early. The business model is to acquire bitcoin in a way that is accretive on a per share basis for CEP holders. MSTR is a blueprint for what they are planning, but with an even more efficient model.
CEP closed over $20 in after hours. Don't think we've seen a DA run like that since DWAC.
$CEP mooning. lets go crypto reserve grift
Any of you regards buying (more) CEP?
Whomever mentioned CEP, thank you!
Not a penny but I'm watching CEP.
Once $CEP gets rolled into $XXI will there be options?
Lol I bought in October. And $CEP this afternoon. Hi haterz 👋
CEP noe is like buying MSTR in 2020
Buy whatever is down the furthest from close between: IBIT GLD MSTR CEP
So with the CEP SPAC, doesn’t the SPAC company typically trade around 10-11 dollars ? Why is it so high ? Are they expecting the merged company to be very valuable ? I’m pretty new to SPACs just started with webull