Leverage decades of market experience shared openly.
Leverage decades of market experience shared openly.
Now you know why I posted what I did to John this morning. I informed him it was to early to have these kind of talks.
Years ago, my firm was working on a very large project that involved a number of Chinese investors.
We had everything locked up and they were ready to transfer funds. The next call we received was to inform us their government had locked their funds down and they were no longer able to move them out of the county.
Chinese investors were so desperate to move their capital out of the country they were buying homes sight unseen and then leaving them unoccupied from Vancouver Canada to Settle Washington. At the time many cities were trying to come up with ways to ban them from investing in their markets given how they were driving up the real estate values.
Once government locked down funds to remain in China, their real estate market became filled with scams.
Shareholders here are missing the unstated fact that real estate tokenization will not only allow them a "SEC" regulated form of investing, it will allow the small investor a seat at the table.
"Once the Chinese get wind of this platform this is going to be one fun ride." <<<<-------- Say it louder for the people in the back that cant hear you!!!
Now add in the international aspect.
Security tokens on Gaia yield 6-10% annually from appreciation + OZ perks (same as traditional RE), but with liquidity: No 7 to 10 year lockup for whole properties, sell fractions on the ATS whenever you want, cash out without the hassle, all for $50 mins in SoCal multifamily. It's diversification.
Folks need to understand that this isn't rocket science.
If you take the time to read the white page, and a "little" time googling a few articles, you will quickly see that John has a clearer path to pull this off than a large number of other companies (actual product) have pulled off to date. One of the things I like here (there are many) is that John appears to know how to identify the issues and layout a plan on how to overcome them. In other words, don't tell me what's wrong, tell me how to fix it. That's the mind of a successful man or woman.
Blockchain has been working out the bugs for several years. The reason I stayed in the shadows for the past five years is that I watched these issues get resolved as the industry went from crawling to learning how to walk. Investors need to understand that we are now entering the stage of walking to getting ready to run.
Next week (assuming they share) should give us an idea of how the beta test from this weekend goes. Should we get word that a reasonable number of investors are ramping this up, this stock will once again start to climb IMO. Until we hear how the ramp up is going, we wait. That said, should the word be impressive, you will be chasing this stock. My gut tells me that John didn't take this to this level without knowing what to do to take it to the next phase.
Light reading for those with nothing to do this weekend.
https://primior.com/gaia/whitepaper/
Guys this photo was likely taken inside of one of the apartments at Hamilton. If not Hamilton, it was someone's else's apartment given the washer/dryer in the pic. I'm guessing someone doesn't know how to photo shop these. 😂
Actually Joe, both you and Profit are correct here.
Until we get confirmation of it, that uncertainty keeps the price where it is. Once the ATS is in place, it changes everything. It proves to high-net-worth investors that they can put serious money into this and still have a clear exit strategy, so that they can get their capital back out.
The bigger picture here.
I was pretty vocal on X back then, loud enough that he blocked me lolol. But sometime last night or early this morning, he unblocked me. And to me, that says something. If I were completely off-base on DD, he’d just keep ignoring me. But if I’m hitting close to the truth, connecting dots that line up with what he’s actually doing, that’s when you unblock someone. Respect is gained?
The timing of this platform is also interesting when you consider that Trump wouldn't be flying to meet with Xi if a trade deal wasn't going to be executed.
https://www.zerohedge.com/markets/trump-secures-trade-deal-south-korea-china-signals-willingness-cooperate-ahead-bilateral
https://cms.zerohedge.com/s3/files/inline-images/G4bj5NpWMAAOT5Z.jpg?itok=Urf6NDrT
This will only lift the general feeling towards investors.
39,000 in views would suggest that international favor we have been talking about. You know, you’re right. Getting 39,000 views on a post aimed almost entirely at GRLT shareholders is interesting.
Either way, that is a large jump!
A "lack of liquidity" comes when you can't sell the stock. Meaning there is zero volume here until this company shows us a meaningful purchase order.
Try to sell your stock right now and watch what happens. Example, when you see a bid at 7 and the ask is stacking at 16, that my friend a widespread due to no one wanting the stock. If you don't have level two, it is worth the investment.
LMAO!
You had me up until almost 1 a.m. last night digging through research because of the points you raised against my thesis. Seriously, had me questioning everything I’ve worked on.
While I see value in having access to Primior’s client base. As a developer I believe the greater value is having the in roads to its inventory. Primior Holdings is going to need existing projects that are ready to Tokenize day one which is where Primior comes in.
Note on Primior’s website they have 2.1 billion in managed assets and also notes an additional 1 to 3 billion that was developed by their company. Meaning at best 1/3 of their projects have been sold. A way to get around the capital gains issue would be to sell the existing asset to another LLC and have that LLC tokenize the asset. This would allow the existing members of the projects a path for a "like kind exchange" (IRC 1031) out or at best into one of Primior's other new project they have in their pipeline.
A developer gets excited when he sees he has one more tool that he can use to not only fund his projects but more importantly provide him an exit path and likely a more successful financial path in developing and selling the asset. I see tokenization providing an opportunity to sell projects at a value greater than with the open market would pay.
Put another way, this platform is a win-win in several different ways.
So, when John highlights “existing pipeline” I would not at all be surprised that his father and other asset holders sees value in liquidating some of their existing projects. I believe this will help accelerate what John is establishing.
When alliances join the platform, we're well-positioned to supply the needed inventory for success.
Sounds like we are on the same page.
I just wanted to make sure you understood that this wouldn't work for a large percentage of existing projects.
One of the greatest problems we had with clients was having to deal with a lack of liquidity in structuring these groups. Members always found it difficult to own real estate when at some point, they needed their equity back out. In most cases this was done via a refinance with the members holding the asset as a non-taxable event.
The greatest benefit to this structure will be the ability to own real estate (something that many can't do today) with a small investment and not be tied into the group, this will be the strongest benefit here. I'm currently under the impression that IRS will not allow the depreciation on this structure which will be a negative.
What I most enjoy here is the international play.
How knowledgeable are you when it comes to the liquidity side of this new format? I've received PMs from folks noting this downside and why we may not be seeing a greater level of interest here, due to all the bad apples in the market. In all honesty I felt we would have broken 2 if not 5 at this point. It's looking like my 15M in shares will be hold down here.
Congratulations are in order.
This week is your TEN year anniversary of posting on this board. I've seen commit, but I have to say you win the prize.
Spoiler, it's a whole lot more profitable looking for that holy grail then somehow believing the statute of limitations no longer applies to GRLT.
You remind me of the Knight in guarding the holy grail.
No surprise, I sent him the link this morning.
Nothing, just passing the time while we watch MGON tank under a lack of liquidity.
This is going to get hard to watch as some will need to take write offs to offset gains on other stocks in December.
I'm in the same camp for one reason!
The strategy is simple: grab what you can now, stay patient, and let it play out. Once Gaia launches and the token exchange goes live, volume and interest will spike, and even CNBC won’t be able to ignore what John has built, OTC or not.
Correct
Someone dumping 8 million 18s, then hopefully we can move on
We also need to get this in front of John (not like he's busy right now) and make sure he is aware.
I'm guessing that once the platform goes live, he already has a game plan to spread the word. Guys, once this becomes mainstream coverage, its going to get real.
I'm reaching out to cnbc to suggest they correct their story.
“Tokenization is what everybody’s talking about … but there’s nobody publicly traded that does it,” Domingo told CNBC. “We will do well in the public market because people want to index themselves to tokenization the same way that people are buying Circle because they want to index themselves to stablecoins.”
Spot ON!
Tell that to the hundreds of NASDAQ Pennies that ran all year from pennies to a dollar or more in one trading session. Enough of this bullcrap thinking these OTC stock can only go up a few ticks a day....
I believe he meant to say; I pity the fool! 😎
More DD here.
Here’s a hint: Xnergy is a FINRA/SIPC broker-dealer, and if they have been in contact with FINRA, they could easily clear up some lingering grlt issues.
You're correct.
Johnny’s right in Southern California, exactly where these Chinese inflows are landing, and he’s probably been hearing from investors firsthand about how they can get exposure there.
I wasn't aware (along with a large number of others) that this platform was open to China.
I'm knowledgeable with the limits the Chinese have on them. What you have just exposed is far more reaching on this stock valuation.
it's a carefully constructed bridge designed to funnel desperate Chinese capital into U.S. real estate at exactly the moment when both sides need each other most, and the timing, structure, and family connections make this less speculative than it appears on the surface.
Great minds think alike.
Awesome Consolidation!!! Could Have Ealily Closed this .0017 even...it was thin..... but maybe it was good for the RSI
Totally agree, great play while we wait on $MGON
However, this one is tied to Primor.com a development company with $2.1 billion currently under management. Since 1995 they have developed over $3.1 billion.
Because of this, they are set to receive Gaia's $150M+ RE pipeline (First Harbor $106M, USP $52M) is ready for tokenization on Nov 1. What the market isn't seeing is the hidden players here that are not easy to find until you dig into the weeds.
How Security Tokens Differ from Cryptocurrencies
While cryptocurrencies like Bitcoin and Ethereum function as decentralized, permissionless assets, security tokens are subject to securities laws and carry embedded rights (e.g. dividends, voting, redemption). Their issuance, ownership, and transferability are governed by regulatory frameworks—making them less fluid but legally enforceable.
Security tokens often represent ownership in real-world assets (RWAs) and include identity-based transfer restrictions (e.g. KYC, accreditation, geographic limits). Their compliance is enforced via smart contracts, enabling automation of traditionally manual legal processes.
This distinction is critical: security tokens are not speculative cryptocurrencies but regulated financial instruments. They combine the auditability and programmability of blockchain with the investor protections and enforceability of traditional securities.
Getting deeper into the weeds.
$USP information.
https://primior.com/wp-content/uploads/2025/06/USP-Whitepaper-Compressed.pdf
I've had more time this morning to understand what GRLT is calling a sponsor. There is a lot to unpack here.
This is one OTC that has a lot of moving parts.
Institutional Momentum: BlackRock, JPMorgan, and Beyond
Since 2022, leading financial institutions have embraced tokenization:
BlackRock launched a tokenized money market fund (BUIDL) in partnership with Securitize in 2023, enabling 24/7 settlement and programmable ownership.
JPMorgan operates its Onyx platform, facilitating tokenized repo transactions and experimenting with programmable finance across institutional networks.
Franklin Templeton released a tokenized U.S. government money fund, natively issued on a public blockchain.
Goldman Sachs, Citi, and HSBC have launched tokenization pilots involving digital bonds and structured notes.
These initiatives signal that tokenized financial instruments are moving from fringe experimentation to institutional standard. Global regulators have responded with tailored frameworks, and blockchain-native infrastructure is evolving to support custody, settlement, and compliance for tokenized securities.
Gaia enters this landscape with the goal of bridging institutional-grade compliance with startup agility—giving sponsors and investors a better way to participate in the next generation of capital markets.
I found it interesting of the five sponsors listed, Blackrock was provided top billing.
https://primior.com/gaia/
Maybe it's just me, but normally when you layout your website sponsors, it is either done alphabetically or per the company who you have the best relationship with.
Given Blackrock's background, this would be my top pick.
Sponsor's role.
You are spot on here!
Per the white page:
For sponsors, Gaia enables compliant fundraising through Security Token Offerings (STOs) or traditional investment structures, all within a user-friendly backend that handles onboarding, compliance, communications, and tax documentation.
It gets even smarter. Zhang could offer the other 50% Xnergy owner equity in Gaia instead of cash fees, “take 1 to 2% of Gaia rather than $500K per deal.” If Gaia scales to a $500M to $2.5B valuation, that equity is worth far more than one-time banking revenue. This creates a flywheel effect: Xnergy provides services at cost > Gaia offers the lowest fees in the market > more sponsors choose Gaia > more assets get tokenized > Gaia’s valuation rises > Xnergy’s stake becomes exponentially more valuable > and suddenly, other tokenization platforms start using Gaia’s infrastructure because they can’t compete on cost. Gaia becomes the “picks and shovels” provider for the entire tokenized real estate industry.
And it’s not just about cost savings, it’s about speed. Traditional investment banks take 6 to 12 months to structure and approve a security token offering. Xnergy can do it in 2 to 4 months because they already have 25 years of compliance infrastructure in place. That 4 to 8 month acceleration saves sponsors another $2 to 4M in carrying costs on a $100M project. So the total value Gaia can deliver per $500M tokenization is staggering: $10M in cost savings + $2 to 4M in time savings + the regulatory certainty of working with an established broker-dealer + future liquidity through ATS integrations. That’s $12 to 14M in total value per deal, an effective 2.4 to 2.8% advantage over anyone else in the space.
The long game.
As I stated before, this is where the sponsor's start making this sub penny real.
It gets even smarter. Zhang could offer the other 50% Xnergy owner equity in Gaia instead of cash fees, “take 1 to 2% of Gaia rather than $500K per deal.” If Gaia scales to a $500M to $2.5B valuation, that equity is worth far more than one-time banking revenue. This creates a flywheel effect: Xnergy provides services at cost > Gaia offers the lowest fees in the market > more sponsors choose Gaia > more assets get tokenized > Gaia’s valuation rises > Xnergy’s stake becomes exponentially more valuable > and suddenly, other tokenization platforms start using Gaia’s infrastructure because they can’t compete on cost. Gaia becomes the “picks and shovels” provider for the entire tokenized real estate industry.
I support these numbers and would like to tip my hat.
The problem with a lot of OTC flippers visiting this site is, they will not take the time to review the real facts IMHO. 😂
However, for those of us who in fact do find value in your model, let me add this in as well for the deep thinkers here.
Now apply realistic fintech valuation multiples. Early-stage tokenization platforms with recurring revenue typically trade at 10 to 15x revenue, look at INX’s $60 million valuation on roughly $6 million in revenue, or Securitize’s $1 billion+ valuation on an estimated $50 to 90 million in revenue. Using a 12x multiple, $6.25 million in revenue supports a $75 million valuation, and $12.5 million supports roughly $150 million.
In my world, there's someone I refer to as the "big picture guy"—the visionary who can imagine what's possible. This is the person who looks at a plain piece of land and envisions what it could one day become.
Then there's the analytical person who digs into the details and makes things happen. I've worked with partners who focused on the big picture and relied on people like me for the detailed analysis.
In my 40 plus years in the investment world I can count on one hand the number of OTC's that I took the time to dig deeper into. And without a doubt this will be one of them.
Thus far, there is no substantial evidence of promotional activity associated with this stock. The company's release on October 8th, 2025, combined with analysis of the charts, indicates significant potential for upward movement. In simple terms, this stock is only getting started down here. If one doesn't believe me, go back and look at the charts prior to 10/8/25 PR. One also might find it interesting to open the link inviting potential investors for the sign up and see the sponsors are also listed at the bottom of the page with "Blackrock" listed first.
Here's where this gets real.
Platform valuations at launch? Expect $50–100 million, climbing to $200 to 500 million once the platform manages $500 million to $1 billion AUM. Partner integration pre-beta, think tZERO or Propy, is likely, and that’s the fuse that could really ignite the story. California alone is a $250B commercial RE market; even a 0.5 to 1% capture is $1.25 to 2.5B in tokenized assets. Scale to the U.S. $20T market, and even 0.1 to 0.5% is $20 to 100B tokenized, translating to $200M to $1B revenue at 1% fees.
If you thought that pick was something, you should check my latest DD.
Good looking out on this one, IBB. I've thrown a small chunk of money at this ride.
This timeline answers some of the questions I had about how they evolved out of the 2021 to 2024 market issues.
I found the post on Friday from GRLT/Johnny a welcoming surprise. I'm sure this has been discussed before, but do we have a date when he notified shareholders they were going to file for the name change?
I know that either at the time they file or at the time FINRA is finalizing the application they have to put together the trading symbol they wish to change it to.
Crap! I made a mistake.
When I was reviewing this company, I was only focused on Primior’s needs and didn’t see the BIGGER value with what you just found.
You are correct to have questioned the companies listed on their website and here’s why. As I posted before, GRLT could NOT just post these names on their site without the companies having approved it. I had made the mistake of believing these companies were listed as sponsor’s to help them finance their projects they were “going” to develop. After all, look at what three of the names do in Primor's world.
Here is your answer:
If they focused on just “their pipeline” needs to develop projects, they would miss the bigger play with what the platform truly can generate in value for the shareholders and here’s a clue within what you posted.
Our platform is currently in development, and we are gearing up to tokenize hundreds of millions of dollars’ worth of real estate, both from our pipeline and that of our esteemed sponsors.
Legal Review.
GRLT, a decades long serial scam
That's dumb?
Johnney claims to have all this money and spent a bunch of money on Gaia and he hooks it up with GRLT, a decades long serial scam
The benefit I see with this is that Johnny had a wall in front of him (no pun intended) under the Biden administration.
Now that you have the Trump family working on their own Tokenization Exchange, there is a benefit to having a POTUS who has a much greater development background who sees the value in this new industry.
Trump Plans To Tokenize His Real Estate! Sounds Familiar? Isnt Our GRLT "GAIA" Projects A Tokenization Excahnge For Real Estate Also? This is Bigger Than what we think !!!
https://finance.yahoo.com/news/witkoff-son-plans-tokenize-trump-075200822.html