Eric Jackson

Crypto again leading equities by about 3 weeks. Uncanny. https://t.co/MCelhRhsoS

Wow look at $SVIA go! New name and ticker today. Now solidly green on the year. Congrats @APompliano and team!

Bitcoin is so strong today that even OPEN is up 5%!

EMJX Performance since 2/11 to today: +61.3% That's 33.8pp ahead of BTC and 25.6pp ahead of MSTR/BMNR. And it's still paper-traded. We should change that going forward for sure, as our CAGR is now +118.8% from 2/11 and that's a lot of Bs on the table. Our max drawdown was -10.6%. We said "get out" May 26 at BTC $77k and "get in" Aug 14 at BTC $62K. Show me ANYONE who made both calls. We are now in a MIXED BTC regime.

On Aug 12th, Polymarket said there was a 3% chance BTC would close the month at/above $70k (it closed at $79k). Today (9/21), we are at $84.5k and everyone's a Bitcoin Bull again. Price is everything. Oh, and people that can see price coming - like we did at EMJX -matter too.

Good morning. 🌞 have you checked your BTC and ETH today? https://t.co/0PwnJmLLDh

In May 2025 Opendoor had to pay a 7% coupon to get a convert done. Last month it issued $650M at zero percent. It only owed $135M. It raised 5x that, priced 2 days before the maturity. That gap is the whole story. I'm long OPEN. Opendoor Paid 7% For Money Last Year. Last Month It Paid Nothing. https://t.co/XOcyDPUGvT

Still a lot of work to do but I'm proud to be on the $BRR board and that it's up 136% since July 10th. Onwards.

The Fed hiked yesterday for the first time in 3 years. Unanimous, 25bp, the 10-year over 5% for the first time since 2007. The Dow dropped 600. Bitcoin held $76K through all of it. Long-term holders are profitable and not selling. There is no capitulation in the data — the pressure is rates, not crypto. The most likely bull path is exhaustion: the hike was 89% priced, and risk rallies when the "three more hikes" tail doesn't show up. The 10-year stalling is the tell. The other three paths, and what each one looks like when it starts: X Premium.

Everyone reported that The Weeknd kept his catalog. Nobody reported that 23 days before the first story ran, 4,008 titles were pledged to Truist Bank as collateral. Recordation V15040D236. 54 pages. It's free to look up. Both are true. He kept ownership, and a bank has been holding the paper since November.