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@didgedillier Avatar @didgedillier ジョニー(Johnny LK)

ジョニー(Johnny LK) posts on X about $open, ai, liquidity, pricing the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XXXXX% technology brands XXXXX% stocks XXXXX% exchanges XXXX% automotive brands XXXX% fashion brands XXXX%

Social topic influence $open #27, ai 21.57%, liquidity #683, pricing #75, tokenization #236, realtime #802, $twlo #7, $itri #1, the world 5.88%, flow XXXX%

Top accounts mentioned or mentioned by @marklstonk @opendoor @basedinvesting @canadakaz @rabois @saintagnesbets @besttwe55638359 @extralovingcup @zerotoopen @ericjackson @twilio @jeffiel @secpaulsatkins @morningsmaria @steven4berg @al_pascare7315 @8bitsteveo

Top assets mentioned Open Custody Protocol (OPEN) Twilio, Inc. (TWLO) Itron Inc (ITRI) Robinhood Markets, Inc. (HOOD) Tesla, Inc. (TSLA) Netflix Inc (NFLX) UnitedHealth Group (UNH) Nike Inc (NKE) Chipotle Mexican Grill, Inc. (CMG) Novo-Nordisk (NVO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Hims & Hers Health, Inc. (HIMS) United Parcel Service, Inc. (UPS) RAI Finance (SOFI)

Top Social Posts

Top posts by engagements in the last XX hours

"$OPEN Why Opendoors pricing AI is inherently transferable beyond real estate. Real estate is the hardest possible asset to price location layout materials age micro/macro cycles liquidity constraints. If an AI system can handle that complexity it can price almost anything. X Transferable model A pricing engine trained on the most multidimensional asset class naturally generalizes to other categories: used cars electronics furniture collectibles P2P goods etc. The underlying task is the same: predict fair value under uncertain conditions. X Pricing-as-infrastructure This turns Opendoors AI"
X Link 2025-11-29T02:35Z 4141 followers, 34.4K engagements

"$OPEN Quick update: I tested the same idea on Reddit (r/OpendoorTech) to see if a different crowd would push back. Result after XX hours: 6.3k views XX% upvotes Some comments but zero meaningful pushback on the core argument When both tech people and deep investors independently converge on the same conclusion it usually means the structure is real: Opendoors pricing AI isnt just for real estate it's transferable pricing infrastructure. If your model can handle the most complex noisy illiquid asset class other markets become far easier. The narrative is starting to self-propagate"
X Link 2025-12-02T03:59Z 4133 followers, 7173 engagements

"$ITRI A lot of people underestimate how valuable Itrons dataset actually is. Electricity gas and water usage are not utilities theyre the real-time signature of human life. From that data alone you can infer: daily rhythm (morning/night) cooking frequency at-home hours temperature sensitivity family size lifestyle patterns relocation signals Itron already solved the hardest part: capturing real-life behavior at scale. The next step is obvious: Turn this into a Life Data OS. Not just utilities But: insurance optimization real-estate matching lifestyle profiling high-margin B2C reports"
X Link 2025-12-03T16:59Z 4132 followers, XXX engagements

"I think Im finally ready to write the real piece. Everything I posted this week was just the groundwork. Tomorrow Ill drop a full structural analysis of what Opendoor actually is not real estate not proptech but something much more interesting. It might surprise a few people"
X Link 2025-12-06T14:38Z 4136 followers, XXX engagements

"$OPEN Opendoor is not proptech its infrastructure"
X Link 2025-12-08T15:43Z 4136 followers, XXX engagements

"Youre absolutely right UX isnt cosmetic its part of the infrastructure itself. If the app makes the process effortless inventory turns accelerate free cash flow improves and the whole capital cycle becomes tighter and more repeatable. That leverage compounds. Your insight from decades of RE cycles adds a perspective AI models cant capture. Appreciate you sharing it"
X Link 2025-12-08T21:53Z 4138 followers, XX engagements

"$OPEN I also have a demand-creation idea that only Opendoor could realistically execute. But I chose not to publish it yet. Not because its secret but because the timing matters. Some structures need to be shared only when the environment is ready"
X Link 2025-12-09T01:35Z 4138 followers, XXX engagements

"$OPEN What makes Opendoors AI unique is this: it appears to learn directly from first-order reality. Most AI systems depend on an oracle layer: reality abstraction structured data model. That abstraction step introduces loss and limits what the model can actually optimize. Opendoor seems to operate differently. Human behavior in the housing market functions as a training signal. Market reactions effectively flow into the model as error. Very few AI systems learn this way. This kind of direct-from-reality feedback loop is rare and extremely difficult to replicate. From the outside the entry"
X Link 2025-12-09T02:06Z 4136 followers, XXX engagements

"When space becomes a tokenized unit everything becomes liquid You wont need to buy an entire house You wont need to rent an entire hotel room You wont need to commit to a full office or store You exchange only the delta the difference you need at that moment Liquidity explodes friction collapses markets become continuous"
X Link 2025-12-09T04:42Z 4135 followers, XXX engagements

"Tokenization dissolves old boundaries and creates a new kind of market: Real estate becomes a real-time financial market where space is priced traded allocated and re-allocated continuously Liquidity doesnt grow X It grows XXX because the unit size collapses"
X Link 2025-12-09T04:42Z 4136 followers, XX engagements

"When space becomes programmable the worlds largest asset class stops behaving like real estate and starts behaving like electricity Instant liquid re-allocatable priced by demand optimized by AI The concept of place changes and with it the entire economy"
X Link 2025-12-09T04:42Z 4136 followers, XXX engagements

"$OPEN If someone asks how I determine who owns what: Check my X profile and look at the assets I invest in. If you have the intuition for it youll see it immediately. Optional: If not thats fine not everyone reads markets the same way"
X Link 2025-12-09T07:35Z 4135 followers, XXX engagements

"4. Vertical Integration as a Computational Moat Opendoor uniquely controls all four loops required for real-world compilation: 1.The pricing model (cognition) 2.The capital (commitment) 3.The operational execution (action) 4.The ground-truth feedback (learning) No competitor controls the full stack. This vertical integration creates a compounding data advantage and a moat that increases structurally with each transaction"
X Link 2025-12-07T12:50Z 4141 followers, XXX engagements

"5. Re-rating Implications: Infrastructure Not PropTech If Opendoor is recognized as a RWEC an AI-native RWA liquidity infrastructure then its valuation ceiling aligns more closely with: Stripe (payments infrastructure) Nasdaq (market infrastructure) Adyen (transaction clearing) AWS (computational backbone) Tesla Autonomy (real-world data flywheel) Not real estate brokers not iBuyers not marketplaces. Infrastructure multiples are an order of magnitude higher. The market has not priced this category correctly yet"
X Link 2025-12-07T12:50Z 4141 followers, XXX engagements

"Id add $TWLO and $ITRI. Tokenized housing isnt just about assets on-chain. It requires identity communication trust and real-world data to work at scale. TWLO and ITRI sit quietly at that layer. $OPEN"
X Link 2025-12-12T02:40Z 4141 followers, XXX engagements

"Japans highway pricing could follow the same logic as Charles Babbages postal reform. A flat fee often beats distance-based pricing because it reduces total computation cost across society. Pricing design isnt mainly about revenue. Its about how we design calculation and behavior"
X Link 2025-12-12T04:16Z 4141 followers, XXX engagements

"Reposting this. $OPEN"
X Link 2025-12-12T09:17Z 4141 followers, XXX engagements

"$TWLO I just sent a major proposal to Twilio: Transform Twilio into the global digital identity backbone by using the phone number as the universal recovery key. Twilio already runs the worlds most trusted phone-number authentication network and this could become the companys next $100B+ business. @twilio @jeffiel"
X Link 2025-12-03T02:47Z 4138 followers, XXX engagements

"$TWLO $OPEN The interesting parallel between Opendoor and Twilio is how both are evolving into decision infrastructure. Twilio solved communication at scale. Opendoor solved pricing at scale. As AI turns workflows into modular components they stop being apps they become rails"
X Link 2025-12-03T15:34Z 4140 followers, XXX engagements

"AI allocates space in real-time matching human behavior demand timing local constraints People stop owning objects and start optimizing access Home Hotel Airbnb Office Store Car Garage Warehouse These are no longer categories They are just space-units with different temporary purposes"
X Link 2025-12-09T04:42Z 4139 followers, XX engagements

"And heres the counter-intuitive part: Tokenized space naturally stays cleaner than hotels. Why Because youre not renting a room youre selling your space-token back to the market and your sale price rises when your space is in better condition. Clean space = higher token price Higher token price = stronger incentive to keep it pristine People maintain their space not because of rules but because liquidity rewards cleanliness This flips hospitality economics: every home becomes a self-reinforcing micro-hotel without staff without check-in friction without centralized maintenance This is the"
X Link 2025-12-09T04:42Z 4139 followers, XX engagements

"$OPEN If Opendoor ever tokenizes real estate the concept of space itself will change. Today we buy a home rent a hotel room or lease an office. These categories exist only because space cannot be sliced or priced fluidly. Tokenization breaks that constraint. Space becomes a unit not a category. You no longer need to buy or rent whole blocks of space. You simply exchange the delta you need in that moment. AI allocates space in real time pricing by demand condition behavior and context. Clean well-maintained space gains value. Negligent use becomes economically disincentivized. Insurance and"
X Link 2025-12-09T23:05Z 4138 followers, XXX engagements

"$OPEN Most people misunderstand pricing AI. Its not about prediction its about real-time structure recognition. Zillow = predictive model Opendoor = structural model updated daily This gap is not incremental. Its categorical"
X Link 2025-12-10T07:35Z 4140 followers, XXX engagements

"$OPEN OPENDOOR isnt a real-estate company. Its a price discovery engine built on top of the most complex dataset in the consumer market. If you can accurately price a house you can price anything. This is the part the market still misunderstands"
X Link 2025-12-10T07:38Z 4141 followers, 8549 engagements

"@MarkLStonk Youre mapping the landscape correctly. The missing layer will become obvious soon"
X Link 2025-12-10T10:21Z 4140 followers, XX engagements

"Sure heres the intuition: when you merge valuation ownership and access into one unified layer space stops being a real-estate asset. It becomes a programmable economic unit. Opendoors role shifts from a marketplace to an economic coordination layer for the physical world"
X Link 2025-12-10T11:41Z 4140 followers, XX engagements

"@MarkLStonk Opendoor wouldnt just enable dynamic space usage. It would accidentally create a new infrastructure primitive: a market OS where space time and demand are compiled into economic actions"
X Link 2025-12-10T12:09Z 4140 followers, XX engagements

"Tokenizing a home isnt about splitting ownership. Its about structuring how time space and behavior flow through an asset. Once you redesign those flows value stops being static. It becomes dynamic self-correcting and incentive-aligned. The token is not the breakthrough. The breakthrough is the system around it a structure where actions leave traces and every trace feeds back into value. Thats when a home becomes more than property. It becomes a living system. #Opendoor $OPEN"
X Link 2025-12-11T16:23Z 4141 followers, 1008 engagements

"Tokenization needs pricing twice. Once at the moment of tokenization. And again inside the system to remove the incentive to damage and walk away from responsibility. The exact system design is non-trivial and not something Ill detail here. But eliminating the incentive to damage and walk away from responsibility necessarily requires pricing AI embedded in the system. Pricing isnt just valuation. Its governance. #Opendoor $OPEN"
X Link 2025-12-12T01:20Z 4141 followers, XXX engagements

"How Opendoors tokenization could flip the world: the concept of space itself will change"
X Link 2025-12-09T04:42Z 4141 followers, 3882 engagements

"I think tokenized housing wont be built by a single company. It emerges at the intersection of: pricing identity & communication and real-world data. $OPEN $TWLO and $ITRI happen to sit close to that intersection each for different reasons. Platforms like $HOOD sit a layer above turning that infrastructure into something people can actually use"
X Link 2025-12-12T09:23Z 4141 followers, XXX engagements