[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ericjackson Eric Jackson Eric Jackson, a former executive at OpenDoor, is being discussed as a potential CEO, with some investors and users calling for his return. The current CEO, Carrie Wheeler, has been praised for her handling of the company during a tumultuous time, but some are speculating about a potential change in leadership. The company's stock has seen significant fluctuations, with some users expressing optimism about its future growth and potential to become a leader in the real estate market. ### Engagements: XXXXXXX [#](/creator/twitter::818071/interactions)  - X Week XXXXXXXXX +64% - X Month XXXXXXXXXX -XX% - X Months XXXXXXXXXX +5,328% - X Year XXXXXXXXXX +3,480% ### Mentions: XXX [#](/creator/twitter::818071/posts_active)  - X Week XXX -XX% - X Month XXX +22% - X Months XXXXX +1,196% - X Year XXXXX +1,005% ### Followers: XXXXXXX [#](/creator/twitter::818071/followers)  - X Week XXXXXXX +2.30% - X Month XXXXXXX +6.60% - X Months XXXXXXX +331% - X Year XXXXXXX +352% ### CreatorRank: XXXXXX [#](/creator/twitter::818071/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #2345 [stocks](/list/stocks) #2657 [cryptocurrencies](/list/cryptocurrencies) #970 [social networks](/list/social-networks) #5351 [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [celebrities](/list/celebrities) XXXX% [musicians](/list/musicians) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [ai](/topic/ai) #1909, [betr](/topic/betr) #2, [$open](/topic/$open) #4, [agentic](/topic/agentic) #9, [future](/topic/future) #458, [nextdoor](/topic/nextdoor) #1, [bitcoin](/topic/bitcoin) #393, [the world](/topic/the-world) #3888, [$betr](/topic/$betr) #1, [crypto](/topic/crypto) #447 **Top accounts mentioned or mentioned by** [@diamondhandsdoc](/creator/undefined) [@gnoble79](/creator/undefined) [@hutchmetal](/creator/undefined) [@sweetdaddyz](/creator/undefined) [@natbrunell](/creator/undefined) [@thenewmoney_tnm](/creator/undefined) [@eliasszlezak](/creator/undefined) [@gmn_watch](/creator/undefined) [@blackpanthercap](/creator/undefined) [@bayesiansight](/creator/undefined) [@mikealfred](/creator/undefined) [@emjxai](/creator/undefined) [@marklstonk](/creator/undefined) [@101sfinance](/creator/undefined) [@smarty_finance](/creator/undefined) [@terpstrader1](/creator/undefined) [@morganb](/creator/undefined) [@nugget_trades](/creator/undefined) [@mikalche](/creator/undefined) [@skumarinsweden](/creator/undefined) **Top assets mentioned** [Open Custody Protocol (OPEN)](/topic/$open) [Bitcoin (BTC)](/topic/bitcoin) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [Carvana Co. (CVNA)](/topic/$cvna) [IREN Limited (IREN)](/topic/$iren) [ProCap BTC (BRR)](/topic/$brr) [YELP INC. (YELP)](/topic/$yelp) [XLink Bridged BTC (ABTC)](/topic/$abtc) [USDC (USDC)](/topic/usdc) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Hut X Mining Corp. (HUT)](/topic/$hut) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [Ethereum (ETH)](/topic/ethereum) [Orbs (ORBS)](/topic/$orbs) [Snap, Inc. (SNAP)](/topic/$snap) ### Top Social Posts Top posts by engagements in the last XX hours "Carvana is what Rising Dynasty is all about: See the truth before the world agrees. Stand firm in non-consensus conviction. Bet on platform physics. Ignore the noise. Ride the power law" [X Link](https://x.com/ericjackson/status/1997082309929902224) 2025-12-05T23:15Z 144.3K followers, 24.8K engagements "Everyone is talking about Carvana going from $XXXX $XXX in X years. A 125-bagger. A complete narrative inversion. Heres the truth: OPEN is setting up for the exact same kind of move under Kaz. And almost nobody sees it yet. $OPEN" [X Link](https://x.com/ericjackson/status/1997292985990713619) 2025-12-06T13:12Z 144.3K followers, 178.9K engagements "OPEN will have one of these +61% days like CVNA did in June 2023 when it pre announced higher EBITDA for the quarter" [X Link](https://x.com/ericjackson/status/1997850251206762752) 2025-12-08T02:06Z 144.3K followers, 99.2K engagements "Very excited to see @APompliano and talk about all the future possibilities for $BRR" [X Link](https://x.com/ericjackson/status/1989477729696420049) 2025-11-14T23:37Z 144.3K followers, 34.4K engagements "IREN is down X% today on a headline but the story is simple: they just did the same balance-sheet cleanup Carvana did before its XX run. Extend maturities cut interest costs retire low-strike converts remove dilution free the company to scale AI compute. Short-term noise. Long-term: this is how winners set up the next S-curve. @mikealfred" [X Link](https://x.com/ericjackson/status/1995951640801640933) 2025-12-02T20:22Z 144.3K followers, 198.3K engagements "Vision 2041. BTC $50000000 ETH $1500000 Not because number go up. But because: Bitcoin becomes the global non-sovereign collateral layer Ethereum becomes the global settlement/execution layer AI becomes the worlds biggest user of both Tokenization rewires every balance sheet EMJX becomes the treasury OS at the heart of the BTC/ETH world The future isnt random. Its a system. And Im building for it" [X Link](https://x.com/ericjackson/status/1996256459659641271) 2025-12-03T16:33Z 144.3K followers, 35.4K engagements "NVDA back above its 50-day this morning. Some people traded it others traded Substack subscriptions" [X Link](https://x.com/ericjackson/status/1998373258052382858) 2025-12-09T12:44Z 144.3K followers, 16.8K engagements "Instacart (CART) just became the first retailer to offer full checkout inside ChatGPT. No app. No website. Just: I need ingredients for salmon pasta ChatGPT Instacart payment done. This is the beginning of agentic commerce. And the mortgage version of this is coming faster than anyone realizes" [X Link](https://x.com/ericjackson/status/1998440220044443730) 2025-12-09T17:10Z 144.3K followers, 51.7K engagements "The ramp could happen shockingly fast. Remember: Instacarts ACP integration happened overnight. Once OpenAI/Apple/Google/Meta standardize mortgage endpoints: The volume doesnt grow linearly it snaps into place. Mortgage origination is just another API call for an AI agent. This flips the entire industry upside down" [X Link](https://x.com/ericjackson/status/1998440249341469172) 2025-12-09T17:10Z 144.3K followers, XXX engagements "Citadels Top XX Option Contracts traded yesterday OPEN #7" [X Link](https://x.com/ericjackson/status/1952699665113043016) 2025-08-05T11:54Z 143.6K followers, 41.5K engagements "I will tell you what everyone at Casa Cipriani tonight knew OPEN They didnt always know me. But they knew OPEN and couldnt believe how the stock has exploded in the last X weeks I think @rabois was right about that $40m a day Im free marketing" [X Link](https://x.com/ericjackson/status/1967791697406071057) 2025-09-16T03:24Z 143.9K followers, 73.4K engagements "Was awesome to meet up in person with Samir Qureshi @Szzzmir and his lovely and smart wife Anisha last night at the $ABTC party at Casa Cipriani If it hadnt been for Samir I never would have met @ashergenoot Small world" [X Link](https://x.com/ericjackson/status/1967972594545725730) 2025-09-16T15:23Z 143.9K followers, 18.2K engagements "I will announce my next 100-bagger long position around the market open today on X" [X Link](https://x.com/ericjackson/status/1970097473344659592) 2025-09-22T12:06Z 143.2K followers, 347.8K engagements "Day XX If AI is about to drive the biggest productivity boom since the Internet then higher margins deserve higher multiples thats rational not mania. This drawdown doesnt change the math or the direction of history. Eyes wide eyes ahead" [X Link](https://x.com/ericjackson/status/1991866562425565251) 2025-11-21T13:49Z 143.1K followers, 19.9K engagements "Sometimes that squiggly path is the only path weve got" [X Link](https://x.com/ericjackson/status/1992111076796924347) 2025-11-22T06:01Z 143.6K followers, 18.4K engagements "My chat with @AndrewBellBNN on @BNNBloomberg : Tech isnt overvalued its undervalued. AI is stretching S-curves and lengthening growth cycles in ways the market hasnt priced in. This is the biggest structural shift since the internet. Heres part one why the future of tech valuations is far brighter than people think. #RisingDynasty" [X Link](https://x.com/ericjackson/status/1994556191759032631) 2025-11-28T23:57Z 143.8K followers, 14.1K engagements "Jim Cramer says Carvana is one of his favorite companies and is revolutionary and a true disruptor and just has a better model and is a real company and these guys are winning. Not a meme stock" [X Link](https://x.com/ericjackson/status/1995499810112373097) 2025-12-01T14:26Z 143.3K followers, 86.4K engagements "Crypto feels insanely bearish right now. The same people who were euphoric at the top are now quiet The same analysts who said BTC wouldnt survive past $5k are back out with doom threads And the same funds who missed every major leg up are calling this a dead cycle. Perfect. This is exactly when I plant my flag again" [X Link](https://x.com/ericjackson/status/1995853513365045317) 2025-12-02T13:52Z 143.3K followers, 23.4K engagements "AI isnt going to take your job. Its going to give you three. Everyone is terrified that AI will create mass unemployment. Thats the wrong fear. AI doesnt destroy work. AI destroys tasks. And when tasks get cheaper new industries explode. Welcome to 2041" [X Link](https://x.com/ericjackson/status/1996210789632380998) 2025-12-03T13:31Z 143.3K followers, 10.6K engagements "Heres the truth: The transition decade (20252035) is messy: middle management hollowed out professions disrupted identity shaken governments scrambling political noise everywhere But thats turbulence not collapse. The endpoint looks nothing like the fear" [X Link](https://x.com/ericjackson/status/1996210791465222539) 2025-12-03T13:31Z 143.9K followers, XXX engagements "Stablecoins are dollar tenants. Bitcoin is digital land. Governments can regulate tenants they cant regulate the land. Thats why BTC becomes global collateral whether governments like it or not" [X Link](https://x.com/ericjackson/status/1996222915935682763) 2025-12-03T14:20Z 143.3K followers, 22.5K engagements "Grateful I get to chase the future with Jenni beside me" [X Link](https://x.com/ericjackson/status/1996369364472512688) 2025-12-04T00:02Z 143.1K followers, 40.9K engagements "Its Christmastime in NYC ๐ฒ๐ ๐ป" [X Link](https://x.com/ericjackson/status/1996676984232202250) 2025-12-04T20:24Z 143.3K followers, 12.2K engagements "Lessgo ๐ช๐๐ซก๐ " [X Link](https://x.com/ericjackson/status/1996678973099856005) 2025-12-04T20:32Z 143.4K followers, 32K engagements "Vision 2041 isnt a prediction. Its a trajectory. The Clarity Act and Genius Act didnt save crypto. They cleared the runway for the next monetary era. And once this system reaches escape velocity it wont be politicians or bankers defining it. It will be the builders" [X Link](https://x.com/ericjackson/status/1996907692120850557) 2025-12-05T11:41Z 143.7K followers, 9749 engagements "Those queries dont happen on their own" [X Link](https://x.com/ericjackson/status/1996999092057301275) 2025-12-05T17:44Z 143.1K followers, 9383 engagements "The world isnt splitting into East vs West. Its splitting into Legacy Rails vs 2041 Rails. The future is already here just unevenly distributed across monetary systems" [X Link](https://x.com/ericjackson/status/1997043051412488389) 2025-12-05T20:39Z 143.1K followers, 8344 engagements "Most people think Chinas shrinking population automatically knocks it out of contention for 2041. Too simplistic. China is both one of the most prepared and one of the most fragile nations heading into the next monetary era. Heres the paradox" [X Link](https://x.com/ericjackson/status/1997048382305849723) 2025-12-05T21:00Z 143.1K followers, 18.3K engagements "ZEC down XX% since 11/20" [X Link](https://x.com/ericjackson/status/1997128809003270564) 2025-12-06T02:19Z 143.9K followers, 12.6K engagements "This is why every major shift looks unserious at first. Cloud Mobile ads Social graphs AI underwriting Digital assets Programmatic liquidity" [X Link](https://x.com/ericjackson/status/1997528454577754357) 2025-12-07T04:47Z 143.5K followers, XXX engagements "Every breakthrough is born looking like a joke to the prior generation. The mistake is evaluating new systems with old tools. If you judge mobile ads with desktop metrics If you judge cloud with data-center economics If you judge AI underwriting with manual workflows youll always conclude the new thing cant work" [X Link](https://x.com/ericjackson/status/1997528456549081099) 2025-12-07T04:47Z 143.4K followers, XXX engagements "The days are a ledger of discipline. I havent missed one not weekends not holidays because ascent requires devotion. Ill stop when the story is finished and the Dynasty stands on its own" [X Link](https://x.com/ericjackson/status/1997665185004212597) 2025-12-07T13:51Z 143.8K followers, 15.8K engagements "The $XXX Trillion Opportunity Nobody Is Talking About (YET although @vladtenev and @CanadaKaz see it) How HOOD OPEN could create the worlds first liquid real-estate market and each print $310B/yr in high-margin revenue by 2029. This is the real RWA mega-trend. Not treasuries. Not USDC. HOMES. ๐๐งต" [X Link](https://x.com/ericjackson/status/1989834385059721567) 2025-11-15T23:14Z 144.3K followers, 376.6K engagements "A lot of people keep asking if Im going to buy a crypto treasury company like MSTR BMNR or ASST. No because Im launching $EMJX (@EMJXai ) in the next XX days and I want all my eggs in that basket because its my baby. The first Gen2 multi-asset AI treasury. AI-hedged. Multi-asset. Designed for scale. My goal The first 1000-bagger in my portfolio. More soon. Lets ride. ๐" [X Link](https://x.com/ericjackson/status/1992664734865432809) 2025-11-23T18:41Z 144.3K followers, 284K engagements "This interview hits every part of the journey: My grandfather arriving from Ukraine at XX How I find XXX investments Why Im building @EMJXai Why Im outside @Drake s house every day OPEN Army Bitcoin crowd Rising Dynasty family Lets make this one go. ๐" [X Link](https://x.com/ericjackson/status/1993411080312570284) 2025-11-25T20:06Z 144.3K followers, 196.8K engagements "Day XXX in the rain in NYC heres the simple 180-second case for $50M BTC. Most people confuse reserve currency with reserve collateral. Only one of them unlocks $X quadrillion" [X Link](https://x.com/ericjackson/status/1995964771498443060) 2025-12-02T21:14Z 144.3K followers, 48.2K engagements "Just grabbed lunch with @mininthemoney in NYC wild how Korean retail is already all over $OPEN Rising Dynasty and EMJX. The truth Retail sees platform inflections faster than institutions. The global army is forming. ๐" [X Link](https://x.com/ericjackson/status/1996708957163765787) 2025-12-04T22:31Z 144.3K followers, 34.8K engagements "If youve ever wondered why I believe BTC reaches $50M and ETH reaches $1.5M by 2041 this is the clearest Ive explained it" [X Link](https://x.com/ericjackson/status/1997146232804761744) 2025-12-06T03:29Z 144.3K followers, 116.5K engagements "If Im right about my prediction that BTC is going to $50M by 2041 its still a 558-bagger from here ๐คท๐ปโ" [X Link](https://x.com/ericjackson/status/1997378852134244693) 2025-12-06T18:53Z 144.3K followers, 54.2K engagements "The real secret behind every 100-bagger It isnt IQ. It isnt luck. It isnt timing. Its this Nietzsche line: The secret of reaping the greatest fruitfulness and the greatest enjoyment from life is to live dangerously. Let me explain what that actually means ๐" [X Link](https://x.com/ericjackson/status/1997620043690217518) 2025-12-07T10:51Z 144.3K followers, 102.7K engagements "People are saying" [X Link](https://x.com/ericjackson/status/1997858230429728836) 2025-12-08T02:38Z 144.3K followers, 98.7K engagements "Leah isnt just another VP. She brings a regulators brain a technologists toolkit and a lenders experience. That combination barely exists in the United States. She was leading AI innovation for the FHFA the regulator that oversees Fannie Mae and Freddie Mac. That alone is a huge deal" [X Link](https://x.com/ericjackson/status/1998334597529022961) 2025-12-09T10:11Z 144.3K followers, 3674 engagements "Most people dont understand what that means. She knows: how the housing system works at the deepest level how regulators think about AI what underwriting models need to show where legacy mortgage tech is broken how policy interacts with automation which tools lenders fear and which theyll adopt This is a rare skill stack" [X Link](https://x.com/ericjackson/status/1998334600003686441) 2025-12-09T10:11Z 144.3K followers, 3254 engagements "Heres the real unlock: Tinmans biggest bottleneck wasnt technology. It was trust. Trust from regulators. Trust from secondary-market buyers. Trust from warehouse lenders. Trust from counterparties. Trust from other lenders who might license the platform. Leah collapses that bottleneck instantly" [X Link](https://x.com/ericjackson/status/1998334613240836469) 2025-12-09T10:11Z 144.3K followers, 2094 engagements "Street analysts still model BETR like: โ a low-margin originator โ a refi play โ a pandemic leftover โ a cyclical housing trade Thats the old lens. The new lens is: โ BETR becomes a platform business โ Tinman gets licensed โ Margins expand โ Cyclicality falls โ TAM explodes โ AI becomes monetizable infrastructure Leah is the signal" [X Link](https://x.com/ericjackson/status/1998334615631651261) 2025-12-09T10:11Z 144.3K followers, 1918 engagements "BTC exploding here Up to $92700" [X Link](https://x.com/ericjackson/status/1998421699147259951) 2025-12-09T15:57Z 144.3K followers, 10.8K engagements "BETR on the other hand has spent years building the machine-native mortgage stack: Tinman automated underwriting Betsy AI loan officer DEEP automated investor matching Zero-touch workflows no humans in the chain 35k+ pre-approvals per month unmatched real-time data flywheel BETR is not a lender. Its a mortgage protocol" [X Link](https://x.com/ericjackson/status/1998440235076555230) 2025-12-09T17:10Z 144.3K followers, XXX engagements "Just like Instacart: The user expresses intent in ChatGPT: Can I afford a 3-bedroom Whats the monthly on $650k What mortgage fits my income The agent instantly routes to the fastest cleanest most API-native executor. That wont be UWM. That wont be Rocket. It will be BETR" [X Link](https://x.com/ericjackson/status/1998440240021692656) 2025-12-09T17:10Z 144.3K followers, XXX engagements "Cold-start is being rebuilt from scratch. Nirav said it directly: A new user sees the same experience as a 10-year veteran. Thats broken. Now: onboarding personalization context habit loops. This can unlock 300M verified households over time" [X Link](https://x.com/ericjackson/status/1998727502043242866) 2025-12-10T12:12Z 144.3K followers, 2853 engagements "Uploading my new Premium Q&A video now. Covered everything people keep asking about: $IREN $CIFR $HUT $BTQ $OPEN (stock + warrants) $BETR $SNAP $ORBS Plus: EMJX portable mortgages miner energy plays early-stage XXX ideas when to trim winners and more. Lets ride. ๐" [X Link](https://x.com/ericjackson/status/1993359458672549944) 2025-11-25T16:41Z 144.2K followers, 37.2K engagements "Just wrapped with @cvpayne and said what most wont. A new Fed chair means a new regime and small caps get oxygen again. Thats where the huge re-ratings live. IREN CIFR BTQ SANA OPEN BETR built for this moment. Rising Dynasty isnt chasing the future. Were owning it" [X Link](https://x.com/ericjackson/status/1993780104716275785) 2025-11-26T20:33Z 144.2K followers, 68.3K engagements "PLTR and NVDA green. GOOG red" [X Link](https://x.com/ericjackson/status/1995536674420297922) 2025-12-01T16:53Z 144.2K followers, 15.3K engagements "So when someone says: The government wont let Bitcoin become global collateral I already know they havent studied how global money evolves. Because the truth is simple: No one controls global collateral. It emerges. And Bitcoin has already crossed escape velocity" [X Link](https://x.com/ericjackson/status/1996218542413201778) 2025-12-03T14:02Z 144.3K followers, 6410 engagements "And this is why my long-term target is what it is: If Bitcoin becomes the non-sovereign collateral layer for global finance a parallel system like eurodollars but digital and apolitical $XX million per BTC by 2041 isnt crazy. Its the base case" [X Link](https://x.com/ericjackson/status/1996218544288129208) 2025-12-03T14:02Z 144.2K followers, 5956 engagements "Everyone thinks the Clarity Act + Genius Act are just crypto regulation. Theyre not. Theyre the early blueprint for the next global monetary system and almost nobody sees the second-order effects coming. Here are the real surprises" [X Link](https://x.com/ericjackson/status/1996907672709546100) 2025-12-05T11:41Z 144.3K followers, 96.6K engagements "Most people look for safety. I look for inevitability. Heres the difference" [X Link](https://x.com/ericjackson/status/1996949486698906097) 2025-12-05T14:27Z 144.3K followers, 58.3K engagements "Carvana was added to the S&P XXX today. From $XXXX $XXX in X years. A 125-bagger right in front of everyones eyes" [X Link](https://x.com/ericjackson/status/1997082268154712119) 2025-12-05T23:14Z 144.3K followers, 558.3K engagements "Ive seen the MSCI comments. In my view it reflects a temporary mismatch between old-world accounting frameworks and new-world treasury design. Bitcoin-treasury companies dont fit neatly inside models built for: fiat cash equivalents static volatility assumptions quarterly disclosures Nothing about that slows BTC adoption but it does highlight why we need treasury systems that speak both languages. Thats where EMJX comes in" [X Link](https://x.com/ericjackson/status/1997328506439487663) 2025-12-06T15:33Z 144.3K followers, 16.2K engagements "In the last few days Ive had three different people mention they saw Drake down in the Bahamas. Funny how paths start circling closer before they cross. Feels inevitable at this point timing always reveals itself" [X Link](https://x.com/ericjackson/status/1997346465182527751) 2025-12-06T16:44Z 144.3K followers, 9521 engagements "None of us perfectly nailed this trade and thats what #RisingDynasty is all about correcting for the next one and the next one" [X Link](https://x.com/ericjackson/status/1997421279251444113) 2025-12-06T21:41Z 144.3K followers, 20.7K engagements "Carvana = +125 in X years. Right in front of everyone. And most people watched it happen from the sidelines. Heres the uncomfortable truth: The next 20100 setups are already visible: $OPEN $BETR $SANA $BTQ and EMJX. Same ingredients every time: Founder obsession Mispriced platform AI curve bending the economics Zero credit until its too late Retail sees this faster than the institutions. They always have. They always will. Dont say nobody told you" [X Link](https://x.com/ericjackson/status/1997423579932287197) 2025-12-06T21:51Z 144.3K followers, 48.5K engagements "This is why I talk about dynasties snow walks conviction 100-baggers and EMJX. Because financial transformation is not just numbers. Its mindset narrative identity and the courage to see what others overlook. Every hero becomes a hero at the exact point he resists external pressure. Youre closer than you think" [X Link](https://x.com/ericjackson/status/1997605416151253429) 2025-12-07T09:53Z 144.3K followers, 4431 engagements "Rising Dynasty isnt my story its a map. You dont need to be a philosopher or a rapper or a hedge fund manager. You need three things: One asymmetric bet + One new identity + One decade of becoming. As Blake said: Humans are constantly in a state of creative becoming. Lets become something huge. ๐ช๐ป๐๐ป๐ฅ" [X Link](https://x.com/ericjackson/status/1997605418848104514) 2025-12-07T09:53Z 144.3K followers, 11.5K engagements "People hear live dangerously and think it means recklessness. It doesnt. It means refusing the comfort of mediocrity. It means taking calculated risks. It means choosing a life where upside is possible. You dont get 100x outcomes by living safely. You dont just wake up one morning with a 125-bagger like Carvana sitting under your Christmas Tree without years of preparation and trials of fire. You get them by living wisely at the edge" [X Link](https://x.com/ericjackson/status/1997620046709842045) 2025-12-07T10:51Z 144.3K followers, 8238 engagements "Every 100-bagger in history came from someone who acted before the crowd: AMZN in XX NFLX in XX NVDA in XX TSLA in XX CVNA in XX BTC multiple times OPEN BETR SANA EMJX potential today The upside wasnt obvious. The danger was. Thats the whole point. If it was easy everyone would have 100-baggers. Almost no one does" [X Link](https://x.com/ericjackson/status/1997620048995688717) 2025-12-07T10:51Z 144.3K followers, 28.7K engagements "People are saying about OPEN" [X Link](https://x.com/ericjackson/status/1997943926515220812) 2025-12-08T08:18Z 144.3K followers, 89K engagements "@james_tackett1 Cc @morganb" [X Link](https://x.com/ericjackson/status/1998067086120358068) 2025-12-08T16:28Z 144.3K followers, 3527 engagements "Day XXX. Walking my dogs at the park as the light fades thinking about how Carvana just closed at $XXX after bottoming at $XXXX three years ago. XXX in plain sight. Heres the lesson about building in the dark ๐" [X Link](https://x.com/ericjackson/status/1998145747032908127) 2025-12-08T21:40Z 144.3K followers, 206.3K engagements "Everyone is sleeping on the most important executive hire in mortgage tech this decade: Leah Price at Better ($BETR ). The Street has no idea who she is and thats exactly why this will become one of the biggest obvious in hindsight moments of the next S-curve. Heres the real story" [X Link](https://x.com/ericjackson/status/1998334594752332026) 2025-12-09T10:11Z 144.3K followers, 36K engagements "New Premium Episode uploading. Today we went deep on: $ASTS $HIMS $OPEN $BETR $SOUN $BYND $IRBT plus 100-bagger frameworks Rising Dynasty volatility and the future of tokenized lending. A big one" [X Link](https://x.com/ericjackson/status/1998367385276002473) 2025-12-09T12:21Z 144.3K followers, 62.5K engagements "Totally respect the perspective. But incumbents always say nothing proprietary when a new architecture shows up. Tinman + Betsy are doing something the industry hasnt achieved: combining consumer property and investor graphs into a single underwriting and pricing engine. Thats why Leah is a heavyweight hire she understands both sides of that bridge. Well see the adoption curve play out in the data" [X Link](https://x.com/ericjackson/status/1998377801343172700) 2025-12-09T13:02Z 144.3K followers, XXX engagements "In the grocery world CART just became the execution endpoint for AI. In mortgages theres only one company architected to fill that role: BETR (Better Home & Finance). And Wall Street still thinks its a cyclical refi story. Its not. Its becoming the mortgage engine of the AI economy" [X Link](https://x.com/ericjackson/status/1998440224800616913) 2025-12-09T17:10Z 144.3K followers, 1755 engagements "UWM and Rocket Mortgage will not be this endpoint. They cant. Their entire mortgage pipelines are built on: call centers human loan officers manual processors PDF uploads 2040 day cycles legacy tech stacks compliance bottlenecks They cannot re-architect these systems fast enough to integrate into the agentic world" [X Link](https://x.com/ericjackson/status/1998440231855690026) 2025-12-09T17:10Z 144.3K followers, 1047 engagements "BETR becomes: the underwriting engine the compliance engine the pricing engine the application engine the investor routing engine the closing engine All hidden underneath millions of agentic workflows. This is Stripe-level infrastructure but for the largest consumer financial product in America" [X Link](https://x.com/ericjackson/status/1998440252927889602) 2025-12-09T17:11Z 144.3K followers, XXX engagements "Day XXX โ Two years ago I walked this same street at 1am because I couldnt sleep. Today I walk it in a snowstorm with purpose conviction and fire. Never give up. Own the future dont rent it" [X Link](https://x.com/ericjackson/status/1998474027132694690) 2025-12-09T19:25Z 144.3K followers, 57.9K engagements "CART taking off maybe because of this thread BETR hasnt but just a matter of time. will be even more powerful for Vishals team" [X Link](https://x.com/ericjackson/status/1998481787995983970) 2025-12-09T19:56Z 144.3K followers, 20.2K engagements "Wild to see Opendoor selling merch with Own the Future on the site. The OPEN Army started as a few believers now its becoming the companys culture" [X Link](https://x.com/ericjackson/status/1998533549385801953) 2025-12-09T23:21Z 144.3K followers, 43K engagements "๐ NEXTDOOR ($NXDR ): The Most Mispriced Agentic-AI Platform of the 2020s A Rising Dynasty blueprint for a potential multi-S-curve re-rating. Every cycle a few platforms stay misunderstood for years until one moment reframes everything. Nextdoor at $XXXX today feels like one of those moments. Identity + trust + proximity + AI is a rare combination. And the market still models it like an ad network. Let me show you the framework and why Im long NXDR" [X Link](https://x.com/ericjackson/status/1998727476076261831) 2025-12-10T12:12Z 144.3K followers, 94.1K engagements "My methodology is simple: Identity Engagement Habit Intent Monetization S-curves Re-rating. When these layers align as they did with CVNA PLTR and OPEN markets respond dramatically. Nextdoor checks every layer and is ready like them for a massive re-rating" [X Link](https://x.com/ericjackson/status/1998727478148231430) 2025-12-10T12:12Z 144.3K followers, 6141 engagements "Heres my track record with mispriced platforms: CVNA at $3.50$11 $XXX OPEN at $XXXX - $XXXX $X BETR before institutions SANA at the turn IREN / CIFR / HUT pre-run BTQ at $XXXX X year ago now $XXXX We started buying NXDR at $XXXX. The pattern is always the same: Misunderstood dismissed re-rated" [X Link](https://x.com/ericjackson/status/1998727489288368609) 2025-12-10T12:12Z 144.3K followers, 4997 engagements "Now valuation. Consensus sees $275M in 2026 revenue. Reddit ($RDDT ) trades at XXXX forward revenue. Apply that same multiple to NXDR and you get: XXXX $275M $4.0B EV. Add net cash roughly $11/share fair value today before factoring in lead-gen or new AI surfaces. The stock closed yesterday at $2.01" [X Link](https://x.com/ericjackson/status/1998727492153049334) 2025-12-10T12:12Z 144.3K followers, 4698 engagements "Why compare to Reddit Both share: โ Dense high-intent communities โ Context-rich interactions โ Persistent identity โ Hyperlocal or hyper-contextual value Yelp was SEO-era. Meta is global. PLTR is AI ontology in a different category. RDDT + PLTR = the right comp universe" [X Link](https://x.com/ericjackson/status/1998727494199886041) 2025-12-10T12:12Z 144.3K followers, 3738 engagements "Current engagement: 21M WOW (Weekly Active Users) 100M verified users XX% engagement The new AI-first relaunch unlocks a path toward: XX% XX% XX% WOW over the next 2436 months. This is the first S-curve the engagement unlock" [X Link](https://x.com/ericjackson/status/1998727496057954745) 2025-12-10T12:12Z 144.3K followers, 3343 engagements "Nextdoor is becoming the operating system for the neighborhood: Faves (AI assistant) Real-time alerts Hyperlocal search Trusted recommendations 4000+ publishers Neighborhood services Home repair routing AI-summarized local knowledge Utility Habit Monetization" [X Link](https://x.com/ericjackson/status/1998727498037661946) 2025-12-10T12:12Z 144.3K followers, 3166 engagements "Next: Lead Generation the second S-curve Wall Street hasnt modeled. Agentic AI enables hyperlocal intent routing: Which plumber do my neighbors trust Who can fix this today Whats the best contractor within X blocks Which roofer has X local references This is real commerce not just advertising" [X Link](https://x.com/ericjackson/status/1998727504077488334) 2025-12-10T12:12Z 144.3K followers, 2734 engagements "ANGI peaked at $1.9B revenue WITHOUT: verified identity a true trust graph a proximity graph real-time alerts a hyperlocal knowledge base agentic interfaces a publisher network global scale Nextdoor has all of these. Lead-gen TAM: $4B+" [X Link](https://x.com/ericjackson/status/1998727506157867385) 2025-12-10T12:12Z 144.3K followers, 2611 engagements "The sleeper unlock: Opportunity Alerts a brand-new monetization surface. XX% of your neighborhood is asking for a plumber right now heres one with availability. Thats: โก Real-time demand โก AI intent understanding โก Hyperlocal matching โก Commerce orchestration This category did not exist pre-AI" [X Link](https://x.com/ericjackson/status/1998727508175278113) 2025-12-10T12:12Z 144.3K followers, 2503 engagements "Put the surface areas together (illustrative): 2029 Ads $1.7B 2029 Lead-Gen $4B+ Total $5.7B+ high-margin revenue potential. Nextdoor isnt a social network. Its a neighborhood operating system with AI-native revenue" [X Link](https://x.com/ericjackson/status/1998727510029193596) 2025-12-10T12:12Z 144.3K followers, 2401 engagements "Now the multiple: AI-native ontology-rich platforms trade at: XXXX (RDDT) 2130 (agentic commerce comps) 6090 (PLTR at peak narrative) Using XX forward revenue is conservative. XX $5.7B $142.5B EV. 380M shares **$374/share** in the power-law case. This is the long-term scenario not a short-term target" [X Link](https://x.com/ericjackson/status/1998727511975338206) 2025-12-10T12:12Z 144.3K followers, 2423 engagements "Why did earlier local attempts fail Yelp Facebook Local Patch Microsofts efforts They were built for the SEO + feed era not for: verified identity trust primitives neighborhood ontology agentic AI interfaces Identity is the foundation. Nextdoor has it" [X Link](https://x.com/ericjackson/status/1998727513892065365) 2025-12-10T12:12Z 144.3K followers, 2334 engagements "Timing matters. Sarah Friars era was pre-AI: ChatGPT didnt exist the ontology wasnt activated agentic interfaces werent here Now they are. This is the platform moment Nextdoor was built for" [X Link](https://x.com/ericjackson/status/1998727515821469702) 2025-12-10T12:12Z 144.3K followers, 2235 engagements "Programmatic unlock: Nextdoor now supports: โ Self-serve โ Programmatic (DSP/SSP) Advertisers can buy Nextdoor inventory off-platform through Yahoo DSP. This dramatically expands demand and CPM potential" [X Link](https://x.com/ericjackson/status/1998727517809590720) 2025-12-10T12:12Z 144.3K followers, 2165 engagements "Alerts are the retention engine. During tsunami warnings Nextdoor alerts fired hours before Apples. If a platform becomes your lifeline it becomes your daily habit" [X Link](https://x.com/ericjackson/status/1998727519776756037) 2025-12-10T12:12Z 144.3K followers, 2106 engagements "International optionality: Nextdoor is already in XX countries. Yelp is U.S. ANGI is U.S. Reddits utility isnt tied to geography. Nextdoor has the only verified global neighborhood graph. The market prices this at zero today. Most institutions still model Nextdoor as an ad-only sub-scale social app. Almost no one is modeling: AI-driven lead-gen real-time neighborhood intent agentic routing Opportunity Alerts This is the same blindspot the market had for PLTRs ontology and CVNAs refounding moment. Microstructure matters: NXDR trades only 2M shares/day on a 224M float very low effective" [X Link](https://x.com/ericjackson/status/1998727526386958762) 2025-12-10T12:12Z 144.3K followers, 10.2K engagements "Remember the GOAT meme coin Down XX% YTD Remember PNUT Down XX% YTD Remember FARTCOIN Down XX% YTD Stick with Cult Stocks and Cult Coins not Meme Stocks and Meme Coins" [X Link](https://x.com/ericjackson/status/1994790896483930173) 2025-11-29T15:29Z 143.9K followers, 17.1K engagements "Heres the paradox: Global unemployment is structurally LOW in 2041. But employment looks nothing like 20102020. Its modular. Fractional. Tokenized. Reputation-based. Identity-driven. Local AND global at the same time. This is post-corporate employment" [X Link](https://x.com/ericjackson/status/1996210797815664922) 2025-12-03T13:31Z 143.9K followers, XXX engagements "The real dividing line isnt unemployment. Its opportunity density. Winners: U.S. Sun Belt KSA & UAE Canada (if it chooses my Green Gulf path) Singapore India Tokenization hubs (RWA rails + BTC/ETH treasury) Emerging markets that embrace non-sovereign collateral Losers The ones that cling to 1970s institutions" [X Link](https://x.com/ericjackson/status/1996210801934225719) 2025-12-03T13:31Z 143.9K followers, XXX engagements "Day XXX. NYC. Everyone says the U.S. will never allow Bitcoin to become global collateral. They said the same about eurodollars. They said the same about shadow banking. They said the same about every parallel monetary system in history. Markets pick collateral not governments. And if AI is the demand shock of the next XX years then ETH is the settlement layer that captures it. Thats why my base case is still: BTC to $50M ETH to $1.5M by 2041. The world is already shifting. Most people just cant see it yet" [X Link](https://x.com/ericjackson/status/1996222502096269528) 2025-12-03T14:18Z 143.9K followers, 18.5K engagements "People get too hung up on retail vs institutional. What actually matters is who can see an emerging platform before the consensus forms. Sometimes thats retail. Sometimes thats Khosla putting in $40M. The market rewards whoever sees the inflection first" [X Link](https://x.com/ericjackson/status/1996579871301025927) 2025-12-04T13:58Z 143.9K followers, 26.8K engagements "Failure #6: Tokenization is coming but nobody is prepared for the management layer. Liquidity compliance collateral mobility risk surfaces tokenization does not magically solve these. Tokenization without treasury intelligence is just marketing" [X Link](https://x.com/ericjackson/status/1996935222210793764) 2025-12-05T13:30Z 143.9K followers, XXX engagements "Failure #7: I keep hearing Gen1 treasuries say the same line: Well just start hedging. As if hedging is a toggle you turn on. Heres the truth: ๐ Hedging isnt a feature its an operating system. Real hedging requires: cross-asset modeling regime detection correlation decay mapping AI execution 24/7 monitoring dynamic position sizing liquidity intelligence You cant bolt that onto a static HODL strategy. It will work in calm markets. And collapse when it actually matters" [X Link](https://x.com/ericjackson/status/1996935224547025183) 2025-12-05T13:30Z 143.9K followers, XXX engagements "MSTR down XX% YTD" [X Link](https://x.com/ericjackson/status/1996996927456416186) 2025-12-05T17:35Z 143.9K followers, 35.9K engagements "Most nations are unprepared for Vision 2041. But two stand out as exceptions: Saudi Arabia and the UAE. Not because of oil. But because they are building their economies on the same architecture the future monetary system is moving toward. They are aligned with the next eras physics" [X Link](https://x.com/ericjackson/status/1997037451164958764) 2025-12-05T20:16Z 143.9K followers, 32.7K engagements "And the hedge fund bros They hugged the mediocre average. They mocked what they didnt understand. They laughed at founders instead of laughing at themselves for missing a generational setup. Today the jokes on them" [X Link](https://x.com/ericjackson/status/1997082305769189496) 2025-12-05T23:15Z 143.9K followers, 16.2K engagements "Carvanas breakout wasnt magic. It was a playbook: ruthless cost discipline operational velocity balance-sheet cleanup re-founding the company around data + AI leadership that leaned in when the world said bankruptcy OPEN is running that same playbook faster" [X Link](https://x.com/ericjackson/status/1997292988247015521) 2025-12-06T13:12Z 143.9K followers, 17.8K engagements "People dont cling to the past because theyre dumb. They cling to it because it once worked. Past experience becomes a comfort zone masquerading as certainty" [X Link](https://x.com/ericjackson/status/1997528452623442114) 2025-12-07T04:47Z 143.9K followers, XXX engagements "Day XX FOX Business Edition ๐ฅ Just wrapped my appearance with @cvpayne on Making Money we talked about: ๐ฅ $IREN a 6-bagger since I first mentioned it on his show and still on track to be a 100-bagger heading to $XXX ๐ $OPEN why @CanadaKaz is a killer CEO rolling every past win into his biggest bet yet If he executes it could be a $40B payday on a $XXX stock. Rising Dynasty is just getting started. โ" [X Link](https://x.com/ericjackson/status/1975640647932735736) 2025-10-07T19:13Z 143.9K followers, 107.9K engagements "Had dinner with @MikeAlfred last night and just want to say thank you. The wisdom hes shared on X this year has genuinely made me a better investor. I wouldnt have gotten into $IREN or $CIFR as early or with as much conviction without learning from him. A great man husband and father. Grateful for you Mike. ๐" [X Link](https://x.com/ericjackson/status/1989402537099747629) 2025-11-14T18:38Z 143.9K followers, 168.1K engagements "AI is a bubble. Palantir at XX forward sales is insane. Cool story except the last X earnings calls show the opposite. PLTR isnt overpriced. The market is still underestimating how fast revenue explodes when you OWN the ontology layer. Lets walk through the receipts and see why Michael Burry is so wrong on Alex Karp ๐งต" [X Link](https://x.com/ericjackson/status/1989844668427669739) 2025-11-15T23:55Z 143.9K followers, 120.1K engagements "Day XXX. Different location same discipline. The CN Tower behind me isnt a flex. Its a reminder: perspective compounds. And were only getting started" [X Link](https://x.com/ericjackson/status/1994456738578239658) 2025-11-28T17:21Z 143.9K followers, 14.8K engagements "Remember FIG" [X Link](https://x.com/ericjackson/status/1995871478454329637) 2025-12-02T15:03Z 144K followers, 38K engagements "Remember who you are My son and the one true king" [X Link](https://x.com/ericjackson/status/1996882845596635235) 2025-12-05T10:02Z 143.9K followers, 8140 engagements "My grandfather Jack Zaryski was born on this day in 1911. Came to Ellis Island at XX. Rode the rails across Canada during the Depression looking for work. Helped build the Alaska Highway to defend North America. Became a welder" [X Link](https://x.com/ericjackson/status/1996901600095297572) 2025-12-05T11:16Z 143.9K followers, 7199 engagements "Surprise #3: The bigger stablecoins become the more the world needs neutral collateral. If trillions of on-chain dollars circulate something has to anchor trust. That asset must be: non-printable non-political non-sovereign In other words: BTC" [X Link](https://x.com/ericjackson/status/1996907679873401116) 2025-12-05T11:41Z 143.9K followers, 33.8K engagements "My grandfather Jack Zaryski was an uneducated penniless village boy from Western Ukraine. At XX he hugged his parents goodbye forever and boarded a ship to Ellis Island. He never saw his mother or father again. That kind of courage is almost impossible to imagine today" [X Link](https://x.com/ericjackson/status/1996911953781182884) 2025-12-05T11:58Z 143.9K followers, 36.4K engagements "This is the real lesson of Carvana: The biggest returns dont come from perfection. They come from violent mispricing caused by herd mentality fear and lazy analysis. Carvana wasnt a meme. It was a misunderstood platform inflecting in real time" [X Link](https://x.com/ericjackson/status/1997082278409732549) 2025-12-05T23:14Z 143.9K followers, 20.5K engagements "We will find the next Carvana. And the one after that. And the one after that. While the hedge fund bros keep tweeting snark from the cheap seats well be out here building and backing the next 100-baggers. Dynasties are built on courage not consensus" [X Link](https://x.com/ericjackson/status/1997082313314754564) 2025-12-05T23:15Z 143.9K followers, 18.3K engagements "When Kaz took over Opendoor the company had: heavy legacy processes manual underwriting bloated operational touchpoints messy balance sheet a broken narrative Sound familiar That was CVNA in 2022. And then they flipped the switch" [X Link](https://x.com/ericjackson/status/1997292990470193615) 2025-12-06T13:12Z 143.9K followers, 8370 engagements "Heres what OPEN has already done in XX months: Cut underwriting time from days to minutes Reduced workforce from XX touchpoints to X Cleaned up the balance sheet Brought spreads back under control Rebuilt trust with investors Added D2C channels Shifted to transparency + velocity This is textbook platform refounding" [X Link](https://x.com/ericjackson/status/1997292993171070999) 2025-12-06T13:12Z 143.9K followers, 6821 engagements "And just like Carvana OPEN has multiple engines the Street isnt modeling: iBuying with AI underwriting Asset-light marketplace Mortgage & title Warranties & services Direct-to-consumer funnels Tokenization + USDC rails (longer term) AI operating system for housing transactions This is not a single-line business" [X Link](https://x.com/ericjackson/status/1997293002104926218) 2025-12-06T13:12Z 143.9K followers, 5641 engagements "Heres the math Wall Street is ignoring: At XX% gross margins and $12B$36B revenue potential by 2029 OPEN could generate $2.4B$7.2B in gross profit. Carvana trades at XXXX forward EV/gross profit. Apply that to OPEN: $50$153/share on todays share count. Before any AI revenue" [X Link](https://x.com/ericjackson/status/1997293004696985918) 2025-12-06T13:12Z 143.9K followers, 5418 engagements "My chat with @JonErlichman today on @BNNBloomberg about how China is catching up quickly with the US in semis AI and quantum. Trump needs to continue to step on the gas to stay ahead $BTQQF $NVDA $0981.HK" [X Link](https://x.com/ericjackson/status/1882469982417891512) 2025-01-23T16:46Z 144.2K followers, 26.4K engagements "Better ( $BETR) is the Shopify of mortgages. Its rebuilding a $15T industry from scratch with AI. $FIGR just IPOed & trades at XX 2026 sales. BETR trades at just X but is growing faster than FIGR. I believe BETR is a potential 350-bagger in X years. They laugh at BETR now at $XX like they laughed at CVNA at $XXXX and OPEN at XX. But this is no meme. @emjcapital is long BETR. ๐งต" [X Link](https://x.com/ericjackson/status/1970118673760145738) 2025-09-22T13:31Z 144.2K followers, 709.5K engagements "Im getting flooded by people wanting me to take a position in BYND the last few days: is this some bot campaign" [X Link](https://x.com/ericjackson/status/1979656229422244340) 2025-10-18T21:09Z 144.2K followers, 163.1K engagements "The voices of all the retail investors who have joined the OPEN Army and Rising Dynasty can be ASSURED that YOUR voices will always be represented around the boardroom table at $BRR. I will ALWAYS be your eyes and ears. ๐ " [X Link](https://x.com/ericjackson/status/1980611349529952619) 2025-10-21T12:25Z 144.2K followers, 38.9K engagements "๐๐ป Really excited to work with Anthony and bring in the voice of the retail investor to board discussions. $BRR will be the better for it" [X Link](https://x.com/ericjackson/status/1980622043654524964) 2025-10-21T13:07Z 144.2K followers, 55.9K engagements "I first bought $BTQ at $XXXX in December. At $X today its already a 43-bagger for meand I still think it can be a 100x1000x from here. Ive mentioned it before but havent done a full deep dive - until now. Quantum is early. The threat is real. BTQ is executing where others are just talking.๐" [X Link](https://x.com/ericjackson/status/1983192470784504133) 2025-10-28T15:21Z 144.2K followers, 189.6K engagements "For my premium video today which is now uploading I knocked off some big questions on how I evaluate potential 100-baggers as well as questions about $SANA $DEFT $BRR. Someone also asked me to make a Sophies Choice If I could only pick one heres where Id bet my dynasty. ๐ฅ Lets ride" [X Link](https://x.com/ericjackson/status/1983988351137902857) 2025-10-30T20:04Z 144.2K followers, 32.5K engagements "@nic_carter just laid out XX reasons why quantum timelines are accelerating. If hes right even partially then BTQ just became one of the most important public companies in the entire crypto + cybersecurity stack. Heres why.๐" [X Link](https://x.com/ericjackson/status/1993881086611607840) 2025-11-27T03:14Z 144.2K followers, 25.4K engagements "On Feb XX 2023 with Carvana at $XXXX (after bottoming at $3.50) I emailed Ernie Garcia Jr. He kindly wrote back. A few weeks ago it hit $XXX. $CVNA was just as special at $XXXX & $XXXX as it is now. Like all of us" [X Link](https://x.com/ericjackson/status/1960669729166643571) 2025-08-27T11:44Z 144.3K followers, 1.8M engagements "$CVNA just closed at $XXX. Thats what happens when the market finally sees the platform for what it is. $OPENs path is the same: $XX $XXX $XXX. Power-law never apologizes" [X Link](https://x.com/ericjackson/status/1996689638732312951) 2025-12-04T21:14Z 144.3K followers, 40.9K engagements "Surprise #1: The U.S. just unlocked a Eurodollar XXX system. Not DeFi. Not meme tokens. A regulated institutional stablecoin engine that can scale globally. This will grow far faster than analysts politicians or banks expect" [X Link](https://x.com/ericjackson/status/1996907675356189139) 2025-12-05T11:41Z 144.3K followers, 6878 engagements "Surprise #2: AI will become the biggest user of stablecoins. Not traders. Not retail apps. AI agents executing micro-transactions across thousands of networks. The Genius Act quietly created the monetary substrate for the AI century" [X Link](https://x.com/ericjackson/status/1996907677616902341) 2025-12-05T11:41Z 144.3K followers, 6809 engagements "Whats wild is that X years ago today every smart money anon hedge fund bro was calling the Carvana team: criminals frauds bankrupt uninvestable They werent analyzing a business. They were performing for each other" [X Link](https://x.com/ericjackson/status/1997082271535255581) 2025-12-05T23:14Z 144.3K followers, 34.8K engagements "This tweet with over 300k views in XX hours" [X Link](https://x.com/ericjackson/status/1997365073711341798) 2025-12-06T17:58Z 144.3K followers, 55.9K engagements "Hey snarky anon hedge fund bros: suck it" [X Link](https://x.com/ericjackson/status/1997840055713579254) 2025-12-08T01:26Z 144.3K followers, 37.1K engagements "Agree all leading to a +60% day when they pre-announce OPEN" [X Link](https://x.com/ericjackson/status/1998061896042229933) 2025-12-08T16:07Z 144.3K followers, 59.5K engagements "I thought NYC was cold last week when it was XX damp and windy. Was XX this morning in Toronto ๐ฅถ" [X Link](https://x.com/ericjackson/status/1998197245204996145) 2025-12-09T01:05Z 144.3K followers, 14.2K engagements "Heres the key: AI agents (OpenAI Apple Anthropic Google) will soon do everything from: home affordability rate shopping payment calculations lender comparisons doc collection KYC underwriting prep investor routing But they cannot originate or underwrite the loan themselves. They need a licensed automated execution layer" [X Link](https://x.com/ericjackson/status/1998440228093108312) 2025-12-09T17:10Z 144.3K followers, 1245 engagements "This is why BETRs architecture matters. In agentic commerce: UI becomes commoditized. Execution becomes the moat. The lender with: the fastest underwriting cleanest APIs most automated workflows lowest friction best investor matching wins the entire distribution game. And BETR is XX years ahead of every incumbent here" [X Link](https://x.com/ericjackson/status/1998440242718650601) 2025-12-09T17:10Z 144.3K followers, XXX engagements "UWM and RKT will spend billions trying to bolt AI onto their legacy stacks. They will move slower. They will be constrained by headcount channel conflict regulation and technology debt. BETR will move faster because it was built for this world. This is a classic Innovators Dilemma moment" [X Link](https://x.com/ericjackson/status/1998440255767162949) 2025-12-09T17:11Z 144.3K followers, XXX engagements "If BETR executes the power-law upside is obvious. A $2T category being re-routed through AI agents And BETR holding the mortgage endpoint This is not a cyclical trade. Its a platform inflection. And platform inflections create 50100x outcomes. Just ask CART" [X Link](https://x.com/ericjackson/status/1998440258963210531) 2025-12-09T17:11Z 144.3K followers, 6519 engagements "Decent timing here" [X Link](https://x.com/ericjackson/status/1998493203037614564) 2025-12-09T20:41Z 144.3K followers, 56.4K engagements "Nextdoor is NOT a social network. It is the verified neighborhood graph of the world: real households real proximity real identity real trust This is the raw input agentic AI needs more than anything. No one else has it" [X Link](https://x.com/ericjackson/status/1998727480291537174) 2025-12-10T12:12Z 144.3K followers, 5285 engagements "Heres where Jevons Paradox kicks in: The easier something becomes the more people use it AND the more entirely new behaviors become possible. Nextdoors usefulness drives new demand surfaces. This is where revenue S-curves begin" [X Link](https://x.com/ericjackson/status/1998727500113842229) 2025-12-10T12:12Z 144.3K followers, 2957 engagements "Lead-gen is not the second S-curve. Its another independent S-curve. Ads scale with engagement. Lead-gen scales with intent. Opportunity Alerts scale with real-time neighborhood behavior. Multiple S-curves power-law outcomes" [X Link](https://x.com/ericjackson/status/1998727523555746283) 2025-12-10T12:12Z 144.3K followers, 10.7K engagements "Going to record a premium sub video now with a little more description of the thread I just published here on NXDR" [X Link](https://x.com/ericjackson/status/1998740151573385255) 2025-12-10T13:02Z 144.3K followers, 36.1K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ericjackson Eric JacksonEric Jackson, a former executive at OpenDoor, is being discussed as a potential CEO, with some investors and users calling for his return. The current CEO, Carrie Wheeler, has been praised for her handling of the company during a tumultuous time, but some are speculating about a potential change in leadership. The company's stock has seen significant fluctuations, with some users expressing optimism about its future growth and potential to become a leader in the real estate market.
Social category influence finance #2345 stocks #2657 cryptocurrencies #970 social networks #5351 technology brands XXXX% countries XXXX% celebrities XXXX% musicians XXXX% automotive brands XXXX% travel destinations XXXX%
Social topic influence ai #1909, betr #2, $open #4, agentic #9, future #458, nextdoor #1, bitcoin #393, the world #3888, $betr #1, crypto #447
Top accounts mentioned or mentioned by @diamondhandsdoc @gnoble79 @hutchmetal @sweetdaddyz @natbrunell @thenewmoney_tnm @eliasszlezak @gmn_watch @blackpanthercap @bayesiansight @mikealfred @emjxai @marklstonk @101sfinance @smarty_finance @terpstrader1 @morganb @nugget_trades @mikalche @skumarinsweden
Top assets mentioned Open Custody Protocol (OPEN) Bitcoin (BTC) Better Home & Finance Holding Company Class A Common Stock (BETR) Carvana Co. (CVNA) IREN Limited (IREN) ProCap BTC (BRR) YELP INC. (YELP) XLink Bridged BTC (ABTC) USDC (USDC) Cipher Mining Inc. Common Stock (CIFR) Hut X Mining Corp. (HUT) Angi Inc. Class A Common Stock (ANGI) Ethereum (ETH) Orbs (ORBS) Snap, Inc. (SNAP)
Top posts by engagements in the last XX hours
"Carvana is what Rising Dynasty is all about: See the truth before the world agrees. Stand firm in non-consensus conviction. Bet on platform physics. Ignore the noise. Ride the power law"
X Link 2025-12-05T23:15Z 144.3K followers, 24.8K engagements
"Everyone is talking about Carvana going from $XXXX $XXX in X years. A 125-bagger. A complete narrative inversion. Heres the truth: OPEN is setting up for the exact same kind of move under Kaz. And almost nobody sees it yet. $OPEN"
X Link 2025-12-06T13:12Z 144.3K followers, 178.9K engagements
"OPEN will have one of these +61% days like CVNA did in June 2023 when it pre announced higher EBITDA for the quarter"
X Link 2025-12-08T02:06Z 144.3K followers, 99.2K engagements
"Very excited to see @APompliano and talk about all the future possibilities for $BRR"
X Link 2025-11-14T23:37Z 144.3K followers, 34.4K engagements
"IREN is down X% today on a headline but the story is simple: they just did the same balance-sheet cleanup Carvana did before its XX run. Extend maturities cut interest costs retire low-strike converts remove dilution free the company to scale AI compute. Short-term noise. Long-term: this is how winners set up the next S-curve. @mikealfred"
X Link 2025-12-02T20:22Z 144.3K followers, 198.3K engagements
"Vision 2041. BTC $50000000 ETH $1500000 Not because number go up. But because: Bitcoin becomes the global non-sovereign collateral layer Ethereum becomes the global settlement/execution layer AI becomes the worlds biggest user of both Tokenization rewires every balance sheet EMJX becomes the treasury OS at the heart of the BTC/ETH world The future isnt random. Its a system. And Im building for it"
X Link 2025-12-03T16:33Z 144.3K followers, 35.4K engagements
"NVDA back above its 50-day this morning. Some people traded it others traded Substack subscriptions"
X Link 2025-12-09T12:44Z 144.3K followers, 16.8K engagements
"Instacart (CART) just became the first retailer to offer full checkout inside ChatGPT. No app. No website. Just: I need ingredients for salmon pasta ChatGPT Instacart payment done. This is the beginning of agentic commerce. And the mortgage version of this is coming faster than anyone realizes"
X Link 2025-12-09T17:10Z 144.3K followers, 51.7K engagements
"The ramp could happen shockingly fast. Remember: Instacarts ACP integration happened overnight. Once OpenAI/Apple/Google/Meta standardize mortgage endpoints: The volume doesnt grow linearly it snaps into place. Mortgage origination is just another API call for an AI agent. This flips the entire industry upside down"
X Link 2025-12-09T17:10Z 144.3K followers, XXX engagements
"Citadels Top XX Option Contracts traded yesterday OPEN #7"
X Link 2025-08-05T11:54Z 143.6K followers, 41.5K engagements
"I will tell you what everyone at Casa Cipriani tonight knew OPEN They didnt always know me. But they knew OPEN and couldnt believe how the stock has exploded in the last X weeks I think @rabois was right about that $40m a day Im free marketing"
X Link 2025-09-16T03:24Z 143.9K followers, 73.4K engagements
"Was awesome to meet up in person with Samir Qureshi @Szzzmir and his lovely and smart wife Anisha last night at the $ABTC party at Casa Cipriani If it hadnt been for Samir I never would have met @ashergenoot Small world"
X Link 2025-09-16T15:23Z 143.9K followers, 18.2K engagements
"I will announce my next 100-bagger long position around the market open today on X"
X Link 2025-09-22T12:06Z 143.2K followers, 347.8K engagements
"Day XX If AI is about to drive the biggest productivity boom since the Internet then higher margins deserve higher multiples thats rational not mania. This drawdown doesnt change the math or the direction of history. Eyes wide eyes ahead"
X Link 2025-11-21T13:49Z 143.1K followers, 19.9K engagements
"Sometimes that squiggly path is the only path weve got"
X Link 2025-11-22T06:01Z 143.6K followers, 18.4K engagements
"My chat with @AndrewBellBNN on @BNNBloomberg : Tech isnt overvalued its undervalued. AI is stretching S-curves and lengthening growth cycles in ways the market hasnt priced in. This is the biggest structural shift since the internet. Heres part one why the future of tech valuations is far brighter than people think. #RisingDynasty"
X Link 2025-11-28T23:57Z 143.8K followers, 14.1K engagements
"Jim Cramer says Carvana is one of his favorite companies and is revolutionary and a true disruptor and just has a better model and is a real company and these guys are winning. Not a meme stock"
X Link 2025-12-01T14:26Z 143.3K followers, 86.4K engagements
"Crypto feels insanely bearish right now. The same people who were euphoric at the top are now quiet The same analysts who said BTC wouldnt survive past $5k are back out with doom threads And the same funds who missed every major leg up are calling this a dead cycle. Perfect. This is exactly when I plant my flag again"
X Link 2025-12-02T13:52Z 143.3K followers, 23.4K engagements
"AI isnt going to take your job. Its going to give you three. Everyone is terrified that AI will create mass unemployment. Thats the wrong fear. AI doesnt destroy work. AI destroys tasks. And when tasks get cheaper new industries explode. Welcome to 2041"
X Link 2025-12-03T13:31Z 143.3K followers, 10.6K engagements
"Heres the truth: The transition decade (20252035) is messy: middle management hollowed out professions disrupted identity shaken governments scrambling political noise everywhere But thats turbulence not collapse. The endpoint looks nothing like the fear"
X Link 2025-12-03T13:31Z 143.9K followers, XXX engagements
"Stablecoins are dollar tenants. Bitcoin is digital land. Governments can regulate tenants they cant regulate the land. Thats why BTC becomes global collateral whether governments like it or not"
X Link 2025-12-03T14:20Z 143.3K followers, 22.5K engagements
"Grateful I get to chase the future with Jenni beside me"
X Link 2025-12-04T00:02Z 143.1K followers, 40.9K engagements
"Its Christmastime in NYC ๐ฒ๐
๐ป"
X Link 2025-12-04T20:24Z 143.3K followers, 12.2K engagements
"Lessgo ๐ช๐๐ซก๐ "
X Link 2025-12-04T20:32Z 143.4K followers, 32K engagements
"Vision 2041 isnt a prediction. Its a trajectory. The Clarity Act and Genius Act didnt save crypto. They cleared the runway for the next monetary era. And once this system reaches escape velocity it wont be politicians or bankers defining it. It will be the builders"
X Link 2025-12-05T11:41Z 143.7K followers, 9749 engagements
"Those queries dont happen on their own"
X Link 2025-12-05T17:44Z 143.1K followers, 9383 engagements
"The world isnt splitting into East vs West. Its splitting into Legacy Rails vs 2041 Rails. The future is already here just unevenly distributed across monetary systems"
X Link 2025-12-05T20:39Z 143.1K followers, 8344 engagements
"Most people think Chinas shrinking population automatically knocks it out of contention for 2041. Too simplistic. China is both one of the most prepared and one of the most fragile nations heading into the next monetary era. Heres the paradox"
X Link 2025-12-05T21:00Z 143.1K followers, 18.3K engagements
"ZEC down XX% since 11/20"
X Link 2025-12-06T02:19Z 143.9K followers, 12.6K engagements
"This is why every major shift looks unserious at first. Cloud Mobile ads Social graphs AI underwriting Digital assets Programmatic liquidity"
X Link 2025-12-07T04:47Z 143.5K followers, XXX engagements
"Every breakthrough is born looking like a joke to the prior generation. The mistake is evaluating new systems with old tools. If you judge mobile ads with desktop metrics If you judge cloud with data-center economics If you judge AI underwriting with manual workflows youll always conclude the new thing cant work"
X Link 2025-12-07T04:47Z 143.4K followers, XXX engagements
"The days are a ledger of discipline. I havent missed one not weekends not holidays because ascent requires devotion. Ill stop when the story is finished and the Dynasty stands on its own"
X Link 2025-12-07T13:51Z 143.8K followers, 15.8K engagements
"The $XXX Trillion Opportunity Nobody Is Talking About (YET although @vladtenev and @CanadaKaz see it) How HOOD OPEN could create the worlds first liquid real-estate market and each print $310B/yr in high-margin revenue by 2029. This is the real RWA mega-trend. Not treasuries. Not USDC. HOMES. ๐๐งต"
X Link 2025-11-15T23:14Z 144.3K followers, 376.6K engagements
"A lot of people keep asking if Im going to buy a crypto treasury company like MSTR BMNR or ASST. No because Im launching $EMJX (@EMJXai ) in the next XX days and I want all my eggs in that basket because its my baby. The first Gen2 multi-asset AI treasury. AI-hedged. Multi-asset. Designed for scale. My goal The first 1000-bagger in my portfolio. More soon. Lets ride. ๐"
X Link 2025-11-23T18:41Z 144.3K followers, 284K engagements
"This interview hits every part of the journey: My grandfather arriving from Ukraine at XX How I find XXX investments Why Im building @EMJXai Why Im outside @Drake s house every day OPEN Army Bitcoin crowd Rising Dynasty family Lets make this one go. ๐"
X Link 2025-11-25T20:06Z 144.3K followers, 196.8K engagements
"Day XXX in the rain in NYC heres the simple 180-second case for $50M BTC. Most people confuse reserve currency with reserve collateral. Only one of them unlocks $X quadrillion"
X Link 2025-12-02T21:14Z 144.3K followers, 48.2K engagements
"Just grabbed lunch with @mininthemoney in NYC wild how Korean retail is already all over $OPEN Rising Dynasty and EMJX. The truth Retail sees platform inflections faster than institutions. The global army is forming. ๐"
X Link 2025-12-04T22:31Z 144.3K followers, 34.8K engagements
"If youve ever wondered why I believe BTC reaches $50M and ETH reaches $1.5M by 2041 this is the clearest Ive explained it"
X Link 2025-12-06T03:29Z 144.3K followers, 116.5K engagements
"If Im right about my prediction that BTC is going to $50M by 2041 its still a 558-bagger from here ๐คท๐ปโ"
X Link 2025-12-06T18:53Z 144.3K followers, 54.2K engagements
"The real secret behind every 100-bagger It isnt IQ. It isnt luck. It isnt timing. Its this Nietzsche line: The secret of reaping the greatest fruitfulness and the greatest enjoyment from life is to live dangerously. Let me explain what that actually means ๐"
X Link 2025-12-07T10:51Z 144.3K followers, 102.7K engagements
"People are saying"
X Link 2025-12-08T02:38Z 144.3K followers, 98.7K engagements
"Leah isnt just another VP. She brings a regulators brain a technologists toolkit and a lenders experience. That combination barely exists in the United States. She was leading AI innovation for the FHFA the regulator that oversees Fannie Mae and Freddie Mac. That alone is a huge deal"
X Link 2025-12-09T10:11Z 144.3K followers, 3674 engagements
"Most people dont understand what that means. She knows: how the housing system works at the deepest level how regulators think about AI what underwriting models need to show where legacy mortgage tech is broken how policy interacts with automation which tools lenders fear and which theyll adopt This is a rare skill stack"
X Link 2025-12-09T10:11Z 144.3K followers, 3254 engagements
"Heres the real unlock: Tinmans biggest bottleneck wasnt technology. It was trust. Trust from regulators. Trust from secondary-market buyers. Trust from warehouse lenders. Trust from counterparties. Trust from other lenders who might license the platform. Leah collapses that bottleneck instantly"
X Link 2025-12-09T10:11Z 144.3K followers, 2094 engagements
"Street analysts still model BETR like: โ a low-margin originator โ a refi play โ a pandemic leftover โ a cyclical housing trade Thats the old lens. The new lens is: โ BETR becomes a platform business โ Tinman gets licensed โ Margins expand โ Cyclicality falls โ TAM explodes โ AI becomes monetizable infrastructure Leah is the signal"
X Link 2025-12-09T10:11Z 144.3K followers, 1918 engagements
"BTC exploding here Up to $92700"
X Link 2025-12-09T15:57Z 144.3K followers, 10.8K engagements
"BETR on the other hand has spent years building the machine-native mortgage stack: Tinman automated underwriting Betsy AI loan officer DEEP automated investor matching Zero-touch workflows no humans in the chain 35k+ pre-approvals per month unmatched real-time data flywheel BETR is not a lender. Its a mortgage protocol"
X Link 2025-12-09T17:10Z 144.3K followers, XXX engagements
"Just like Instacart: The user expresses intent in ChatGPT: Can I afford a 3-bedroom Whats the monthly on $650k What mortgage fits my income The agent instantly routes to the fastest cleanest most API-native executor. That wont be UWM. That wont be Rocket. It will be BETR"
X Link 2025-12-09T17:10Z 144.3K followers, XXX engagements
"Cold-start is being rebuilt from scratch. Nirav said it directly: A new user sees the same experience as a 10-year veteran. Thats broken. Now: onboarding personalization context habit loops. This can unlock 300M verified households over time"
X Link 2025-12-10T12:12Z 144.3K followers, 2853 engagements
"Uploading my new Premium Q&A video now. Covered everything people keep asking about: $IREN $CIFR $HUT $BTQ $OPEN (stock + warrants) $BETR $SNAP $ORBS Plus: EMJX portable mortgages miner energy plays early-stage XXX ideas when to trim winners and more. Lets ride. ๐"
X Link 2025-11-25T16:41Z 144.2K followers, 37.2K engagements
"Just wrapped with @cvpayne and said what most wont. A new Fed chair means a new regime and small caps get oxygen again. Thats where the huge re-ratings live. IREN CIFR BTQ SANA OPEN BETR built for this moment. Rising Dynasty isnt chasing the future. Were owning it"
X Link 2025-11-26T20:33Z 144.2K followers, 68.3K engagements
"PLTR and NVDA green. GOOG red"
X Link 2025-12-01T16:53Z 144.2K followers, 15.3K engagements
"So when someone says: The government wont let Bitcoin become global collateral I already know they havent studied how global money evolves. Because the truth is simple: No one controls global collateral. It emerges. And Bitcoin has already crossed escape velocity"
X Link 2025-12-03T14:02Z 144.3K followers, 6410 engagements
"And this is why my long-term target is what it is: If Bitcoin becomes the non-sovereign collateral layer for global finance a parallel system like eurodollars but digital and apolitical $XX million per BTC by 2041 isnt crazy. Its the base case"
X Link 2025-12-03T14:02Z 144.2K followers, 5956 engagements
"Everyone thinks the Clarity Act + Genius Act are just crypto regulation. Theyre not. Theyre the early blueprint for the next global monetary system and almost nobody sees the second-order effects coming. Here are the real surprises"
X Link 2025-12-05T11:41Z 144.3K followers, 96.6K engagements
"Most people look for safety. I look for inevitability. Heres the difference"
X Link 2025-12-05T14:27Z 144.3K followers, 58.3K engagements
"Carvana was added to the S&P XXX today. From $XXXX $XXX in X years. A 125-bagger right in front of everyones eyes"
X Link 2025-12-05T23:14Z 144.3K followers, 558.3K engagements
"Ive seen the MSCI comments. In my view it reflects a temporary mismatch between old-world accounting frameworks and new-world treasury design. Bitcoin-treasury companies dont fit neatly inside models built for: fiat cash equivalents static volatility assumptions quarterly disclosures Nothing about that slows BTC adoption but it does highlight why we need treasury systems that speak both languages. Thats where EMJX comes in"
X Link 2025-12-06T15:33Z 144.3K followers, 16.2K engagements
"In the last few days Ive had three different people mention they saw Drake down in the Bahamas. Funny how paths start circling closer before they cross. Feels inevitable at this point timing always reveals itself"
X Link 2025-12-06T16:44Z 144.3K followers, 9521 engagements
"None of us perfectly nailed this trade and thats what #RisingDynasty is all about correcting for the next one and the next one"
X Link 2025-12-06T21:41Z 144.3K followers, 20.7K engagements
"Carvana = +125 in X years. Right in front of everyone. And most people watched it happen from the sidelines. Heres the uncomfortable truth: The next 20100 setups are already visible: $OPEN $BETR $SANA $BTQ and EMJX. Same ingredients every time: Founder obsession Mispriced platform AI curve bending the economics Zero credit until its too late Retail sees this faster than the institutions. They always have. They always will. Dont say nobody told you"
X Link 2025-12-06T21:51Z 144.3K followers, 48.5K engagements
"This is why I talk about dynasties snow walks conviction 100-baggers and EMJX. Because financial transformation is not just numbers. Its mindset narrative identity and the courage to see what others overlook. Every hero becomes a hero at the exact point he resists external pressure. Youre closer than you think"
X Link 2025-12-07T09:53Z 144.3K followers, 4431 engagements
"Rising Dynasty isnt my story its a map. You dont need to be a philosopher or a rapper or a hedge fund manager. You need three things: One asymmetric bet + One new identity + One decade of becoming. As Blake said: Humans are constantly in a state of creative becoming. Lets become something huge. ๐ช๐ป๐๐ป๐ฅ"
X Link 2025-12-07T09:53Z 144.3K followers, 11.5K engagements
"People hear live dangerously and think it means recklessness. It doesnt. It means refusing the comfort of mediocrity. It means taking calculated risks. It means choosing a life where upside is possible. You dont get 100x outcomes by living safely. You dont just wake up one morning with a 125-bagger like Carvana sitting under your Christmas Tree without years of preparation and trials of fire. You get them by living wisely at the edge"
X Link 2025-12-07T10:51Z 144.3K followers, 8238 engagements
"Every 100-bagger in history came from someone who acted before the crowd: AMZN in XX NFLX in XX NVDA in XX TSLA in XX CVNA in XX BTC multiple times OPEN BETR SANA EMJX potential today The upside wasnt obvious. The danger was. Thats the whole point. If it was easy everyone would have 100-baggers. Almost no one does"
X Link 2025-12-07T10:51Z 144.3K followers, 28.7K engagements
"People are saying about OPEN"
X Link 2025-12-08T08:18Z 144.3K followers, 89K engagements
"@james_tackett1 Cc @morganb"
X Link 2025-12-08T16:28Z 144.3K followers, 3527 engagements
"Day XXX. Walking my dogs at the park as the light fades thinking about how Carvana just closed at $XXX after bottoming at $XXXX three years ago. XXX in plain sight. Heres the lesson about building in the dark ๐"
X Link 2025-12-08T21:40Z 144.3K followers, 206.3K engagements
"Everyone is sleeping on the most important executive hire in mortgage tech this decade: Leah Price at Better ($BETR ). The Street has no idea who she is and thats exactly why this will become one of the biggest obvious in hindsight moments of the next S-curve. Heres the real story"
X Link 2025-12-09T10:11Z 144.3K followers, 36K engagements
"New Premium Episode uploading. Today we went deep on: $ASTS $HIMS $OPEN $BETR $SOUN $BYND $IRBT plus 100-bagger frameworks Rising Dynasty volatility and the future of tokenized lending. A big one"
X Link 2025-12-09T12:21Z 144.3K followers, 62.5K engagements
"Totally respect the perspective. But incumbents always say nothing proprietary when a new architecture shows up. Tinman + Betsy are doing something the industry hasnt achieved: combining consumer property and investor graphs into a single underwriting and pricing engine. Thats why Leah is a heavyweight hire she understands both sides of that bridge. Well see the adoption curve play out in the data"
X Link 2025-12-09T13:02Z 144.3K followers, XXX engagements
"In the grocery world CART just became the execution endpoint for AI. In mortgages theres only one company architected to fill that role: BETR (Better Home & Finance). And Wall Street still thinks its a cyclical refi story. Its not. Its becoming the mortgage engine of the AI economy"
X Link 2025-12-09T17:10Z 144.3K followers, 1755 engagements
"UWM and Rocket Mortgage will not be this endpoint. They cant. Their entire mortgage pipelines are built on: call centers human loan officers manual processors PDF uploads 2040 day cycles legacy tech stacks compliance bottlenecks They cannot re-architect these systems fast enough to integrate into the agentic world"
X Link 2025-12-09T17:10Z 144.3K followers, 1047 engagements
"BETR becomes: the underwriting engine the compliance engine the pricing engine the application engine the investor routing engine the closing engine All hidden underneath millions of agentic workflows. This is Stripe-level infrastructure but for the largest consumer financial product in America"
X Link 2025-12-09T17:11Z 144.3K followers, XXX engagements
"Day XXX โ Two years ago I walked this same street at 1am because I couldnt sleep. Today I walk it in a snowstorm with purpose conviction and fire. Never give up. Own the future dont rent it"
X Link 2025-12-09T19:25Z 144.3K followers, 57.9K engagements
"CART taking off maybe because of this thread BETR hasnt but just a matter of time. will be even more powerful for Vishals team"
X Link 2025-12-09T19:56Z 144.3K followers, 20.2K engagements
"Wild to see Opendoor selling merch with Own the Future on the site. The OPEN Army started as a few believers now its becoming the companys culture"
X Link 2025-12-09T23:21Z 144.3K followers, 43K engagements
"๐ NEXTDOOR ($NXDR ): The Most Mispriced Agentic-AI Platform of the 2020s A Rising Dynasty blueprint for a potential multi-S-curve re-rating. Every cycle a few platforms stay misunderstood for years until one moment reframes everything. Nextdoor at $XXXX today feels like one of those moments. Identity + trust + proximity + AI is a rare combination. And the market still models it like an ad network. Let me show you the framework and why Im long NXDR"
X Link 2025-12-10T12:12Z 144.3K followers, 94.1K engagements
"My methodology is simple: Identity Engagement Habit Intent Monetization S-curves Re-rating. When these layers align as they did with CVNA PLTR and OPEN markets respond dramatically. Nextdoor checks every layer and is ready like them for a massive re-rating"
X Link 2025-12-10T12:12Z 144.3K followers, 6141 engagements
"Heres my track record with mispriced platforms: CVNA at $3.50$11 $XXX OPEN at $XXXX - $XXXX $X BETR before institutions SANA at the turn IREN / CIFR / HUT pre-run BTQ at $XXXX X year ago now $XXXX We started buying NXDR at $XXXX. The pattern is always the same: Misunderstood dismissed re-rated"
X Link 2025-12-10T12:12Z 144.3K followers, 4997 engagements
"Now valuation. Consensus sees $275M in 2026 revenue. Reddit ($RDDT ) trades at XXXX forward revenue. Apply that same multiple to NXDR and you get: XXXX $275M $4.0B EV. Add net cash roughly $11/share fair value today before factoring in lead-gen or new AI surfaces. The stock closed yesterday at $2.01"
X Link 2025-12-10T12:12Z 144.3K followers, 4698 engagements
"Why compare to Reddit Both share: โ Dense high-intent communities โ Context-rich interactions โ Persistent identity โ Hyperlocal or hyper-contextual value Yelp was SEO-era. Meta is global. PLTR is AI ontology in a different category. RDDT + PLTR = the right comp universe"
X Link 2025-12-10T12:12Z 144.3K followers, 3738 engagements
"Current engagement: 21M WOW (Weekly Active Users) 100M verified users XX% engagement The new AI-first relaunch unlocks a path toward: XX% XX% XX% WOW over the next 2436 months. This is the first S-curve the engagement unlock"
X Link 2025-12-10T12:12Z 144.3K followers, 3343 engagements
"Nextdoor is becoming the operating system for the neighborhood: Faves (AI assistant) Real-time alerts Hyperlocal search Trusted recommendations 4000+ publishers Neighborhood services Home repair routing AI-summarized local knowledge Utility Habit Monetization"
X Link 2025-12-10T12:12Z 144.3K followers, 3166 engagements
"Next: Lead Generation the second S-curve Wall Street hasnt modeled. Agentic AI enables hyperlocal intent routing: Which plumber do my neighbors trust Who can fix this today Whats the best contractor within X blocks Which roofer has X local references This is real commerce not just advertising"
X Link 2025-12-10T12:12Z 144.3K followers, 2734 engagements
"ANGI peaked at $1.9B revenue WITHOUT: verified identity a true trust graph a proximity graph real-time alerts a hyperlocal knowledge base agentic interfaces a publisher network global scale Nextdoor has all of these. Lead-gen TAM: $4B+"
X Link 2025-12-10T12:12Z 144.3K followers, 2611 engagements
"The sleeper unlock: Opportunity Alerts a brand-new monetization surface. XX% of your neighborhood is asking for a plumber right now heres one with availability. Thats: โก Real-time demand โก AI intent understanding โก Hyperlocal matching โก Commerce orchestration This category did not exist pre-AI"
X Link 2025-12-10T12:12Z 144.3K followers, 2503 engagements
"Put the surface areas together (illustrative): 2029 Ads $1.7B 2029 Lead-Gen $4B+ Total $5.7B+ high-margin revenue potential. Nextdoor isnt a social network. Its a neighborhood operating system with AI-native revenue"
X Link 2025-12-10T12:12Z 144.3K followers, 2401 engagements
"Now the multiple: AI-native ontology-rich platforms trade at: XXXX (RDDT) 2130 (agentic commerce comps) 6090 (PLTR at peak narrative) Using XX forward revenue is conservative. XX $5.7B $142.5B EV. 380M shares $374/share in the power-law case. This is the long-term scenario not a short-term target"
X Link 2025-12-10T12:12Z 144.3K followers, 2423 engagements
"Why did earlier local attempts fail Yelp Facebook Local Patch Microsofts efforts They were built for the SEO + feed era not for: verified identity trust primitives neighborhood ontology agentic AI interfaces Identity is the foundation. Nextdoor has it"
X Link 2025-12-10T12:12Z 144.3K followers, 2334 engagements
"Timing matters. Sarah Friars era was pre-AI: ChatGPT didnt exist the ontology wasnt activated agentic interfaces werent here Now they are. This is the platform moment Nextdoor was built for"
X Link 2025-12-10T12:12Z 144.3K followers, 2235 engagements
"Programmatic unlock: Nextdoor now supports: โ Self-serve โ Programmatic (DSP/SSP) Advertisers can buy Nextdoor inventory off-platform through Yahoo DSP. This dramatically expands demand and CPM potential"
X Link 2025-12-10T12:12Z 144.3K followers, 2165 engagements
"Alerts are the retention engine. During tsunami warnings Nextdoor alerts fired hours before Apples. If a platform becomes your lifeline it becomes your daily habit"
X Link 2025-12-10T12:12Z 144.3K followers, 2106 engagements
"International optionality: Nextdoor is already in XX countries. Yelp is U.S. ANGI is U.S. Reddits utility isnt tied to geography. Nextdoor has the only verified global neighborhood graph. The market prices this at zero today. Most institutions still model Nextdoor as an ad-only sub-scale social app. Almost no one is modeling: AI-driven lead-gen real-time neighborhood intent agentic routing Opportunity Alerts This is the same blindspot the market had for PLTRs ontology and CVNAs refounding moment. Microstructure matters: NXDR trades only 2M shares/day on a 224M float very low effective"
X Link 2025-12-10T12:12Z 144.3K followers, 10.2K engagements
"Remember the GOAT meme coin Down XX% YTD Remember PNUT Down XX% YTD Remember FARTCOIN Down XX% YTD Stick with Cult Stocks and Cult Coins not Meme Stocks and Meme Coins"
X Link 2025-11-29T15:29Z 143.9K followers, 17.1K engagements
"Heres the paradox: Global unemployment is structurally LOW in 2041. But employment looks nothing like 20102020. Its modular. Fractional. Tokenized. Reputation-based. Identity-driven. Local AND global at the same time. This is post-corporate employment"
X Link 2025-12-03T13:31Z 143.9K followers, XXX engagements
"The real dividing line isnt unemployment. Its opportunity density. Winners: U.S. Sun Belt KSA & UAE Canada (if it chooses my Green Gulf path) Singapore India Tokenization hubs (RWA rails + BTC/ETH treasury) Emerging markets that embrace non-sovereign collateral Losers The ones that cling to 1970s institutions"
X Link 2025-12-03T13:31Z 143.9K followers, XXX engagements
"Day XXX. NYC. Everyone says the U.S. will never allow Bitcoin to become global collateral. They said the same about eurodollars. They said the same about shadow banking. They said the same about every parallel monetary system in history. Markets pick collateral not governments. And if AI is the demand shock of the next XX years then ETH is the settlement layer that captures it. Thats why my base case is still: BTC to $50M ETH to $1.5M by 2041. The world is already shifting. Most people just cant see it yet"
X Link 2025-12-03T14:18Z 143.9K followers, 18.5K engagements
"People get too hung up on retail vs institutional. What actually matters is who can see an emerging platform before the consensus forms. Sometimes thats retail. Sometimes thats Khosla putting in $40M. The market rewards whoever sees the inflection first"
X Link 2025-12-04T13:58Z 143.9K followers, 26.8K engagements
"Failure #6: Tokenization is coming but nobody is prepared for the management layer. Liquidity compliance collateral mobility risk surfaces tokenization does not magically solve these. Tokenization without treasury intelligence is just marketing"
X Link 2025-12-05T13:30Z 143.9K followers, XXX engagements
"Failure #7: I keep hearing Gen1 treasuries say the same line: Well just start hedging. As if hedging is a toggle you turn on. Heres the truth: ๐ Hedging isnt a feature its an operating system. Real hedging requires: cross-asset modeling regime detection correlation decay mapping AI execution 24/7 monitoring dynamic position sizing liquidity intelligence You cant bolt that onto a static HODL strategy. It will work in calm markets. And collapse when it actually matters"
X Link 2025-12-05T13:30Z 143.9K followers, XXX engagements
"MSTR down XX% YTD"
X Link 2025-12-05T17:35Z 143.9K followers, 35.9K engagements
"Most nations are unprepared for Vision 2041. But two stand out as exceptions: Saudi Arabia and the UAE. Not because of oil. But because they are building their economies on the same architecture the future monetary system is moving toward. They are aligned with the next eras physics"
X Link 2025-12-05T20:16Z 143.9K followers, 32.7K engagements
"And the hedge fund bros They hugged the mediocre average. They mocked what they didnt understand. They laughed at founders instead of laughing at themselves for missing a generational setup. Today the jokes on them"
X Link 2025-12-05T23:15Z 143.9K followers, 16.2K engagements
"Carvanas breakout wasnt magic. It was a playbook: ruthless cost discipline operational velocity balance-sheet cleanup re-founding the company around data + AI leadership that leaned in when the world said bankruptcy OPEN is running that same playbook faster"
X Link 2025-12-06T13:12Z 143.9K followers, 17.8K engagements
"People dont cling to the past because theyre dumb. They cling to it because it once worked. Past experience becomes a comfort zone masquerading as certainty"
X Link 2025-12-07T04:47Z 143.9K followers, XXX engagements
"Day XX FOX Business Edition ๐ฅ Just wrapped my appearance with @cvpayne on Making Money we talked about: ๐ฅ $IREN a 6-bagger since I first mentioned it on his show and still on track to be a 100-bagger heading to $XXX ๐ $OPEN why @CanadaKaz is a killer CEO rolling every past win into his biggest bet yet If he executes it could be a $40B payday on a $XXX stock. Rising Dynasty is just getting started. โ"
X Link 2025-10-07T19:13Z 143.9K followers, 107.9K engagements
"Had dinner with @MikeAlfred last night and just want to say thank you. The wisdom hes shared on X this year has genuinely made me a better investor. I wouldnt have gotten into $IREN or $CIFR as early or with as much conviction without learning from him. A great man husband and father. Grateful for you Mike. ๐"
X Link 2025-11-14T18:38Z 143.9K followers, 168.1K engagements
"AI is a bubble. Palantir at XX forward sales is insane. Cool story except the last X earnings calls show the opposite. PLTR isnt overpriced. The market is still underestimating how fast revenue explodes when you OWN the ontology layer. Lets walk through the receipts and see why Michael Burry is so wrong on Alex Karp ๐งต"
X Link 2025-11-15T23:55Z 143.9K followers, 120.1K engagements
"Day XXX. Different location same discipline. The CN Tower behind me isnt a flex. Its a reminder: perspective compounds. And were only getting started"
X Link 2025-11-28T17:21Z 143.9K followers, 14.8K engagements
"Remember FIG"
X Link 2025-12-02T15:03Z 144K followers, 38K engagements
"Remember who you are My son and the one true king"
X Link 2025-12-05T10:02Z 143.9K followers, 8140 engagements
"My grandfather Jack Zaryski was born on this day in 1911. Came to Ellis Island at XX. Rode the rails across Canada during the Depression looking for work. Helped build the Alaska Highway to defend North America. Became a welder"
X Link 2025-12-05T11:16Z 143.9K followers, 7199 engagements
"Surprise #3: The bigger stablecoins become the more the world needs neutral collateral. If trillions of on-chain dollars circulate something has to anchor trust. That asset must be: non-printable non-political non-sovereign In other words: BTC"
X Link 2025-12-05T11:41Z 143.9K followers, 33.8K engagements
"My grandfather Jack Zaryski was an uneducated penniless village boy from Western Ukraine. At XX he hugged his parents goodbye forever and boarded a ship to Ellis Island. He never saw his mother or father again. That kind of courage is almost impossible to imagine today"
X Link 2025-12-05T11:58Z 143.9K followers, 36.4K engagements
"This is the real lesson of Carvana: The biggest returns dont come from perfection. They come from violent mispricing caused by herd mentality fear and lazy analysis. Carvana wasnt a meme. It was a misunderstood platform inflecting in real time"
X Link 2025-12-05T23:14Z 143.9K followers, 20.5K engagements
"We will find the next Carvana. And the one after that. And the one after that. While the hedge fund bros keep tweeting snark from the cheap seats well be out here building and backing the next 100-baggers. Dynasties are built on courage not consensus"
X Link 2025-12-05T23:15Z 143.9K followers, 18.3K engagements
"When Kaz took over Opendoor the company had: heavy legacy processes manual underwriting bloated operational touchpoints messy balance sheet a broken narrative Sound familiar That was CVNA in 2022. And then they flipped the switch"
X Link 2025-12-06T13:12Z 143.9K followers, 8370 engagements
"Heres what OPEN has already done in XX months: Cut underwriting time from days to minutes Reduced workforce from XX touchpoints to X Cleaned up the balance sheet Brought spreads back under control Rebuilt trust with investors Added D2C channels Shifted to transparency + velocity This is textbook platform refounding"
X Link 2025-12-06T13:12Z 143.9K followers, 6821 engagements
"And just like Carvana OPEN has multiple engines the Street isnt modeling: iBuying with AI underwriting Asset-light marketplace Mortgage & title Warranties & services Direct-to-consumer funnels Tokenization + USDC rails (longer term) AI operating system for housing transactions This is not a single-line business"
X Link 2025-12-06T13:12Z 143.9K followers, 5641 engagements
"Heres the math Wall Street is ignoring: At XX% gross margins and $12B$36B revenue potential by 2029 OPEN could generate $2.4B$7.2B in gross profit. Carvana trades at XXXX forward EV/gross profit. Apply that to OPEN: $50$153/share on todays share count. Before any AI revenue"
X Link 2025-12-06T13:12Z 143.9K followers, 5418 engagements
"My chat with @JonErlichman today on @BNNBloomberg about how China is catching up quickly with the US in semis AI and quantum. Trump needs to continue to step on the gas to stay ahead $BTQQF $NVDA $0981.HK"
X Link 2025-01-23T16:46Z 144.2K followers, 26.4K engagements
"Better ( $BETR) is the Shopify of mortgages. Its rebuilding a $15T industry from scratch with AI. $FIGR just IPOed & trades at XX 2026 sales. BETR trades at just X but is growing faster than FIGR. I believe BETR is a potential 350-bagger in X years. They laugh at BETR now at $XX like they laughed at CVNA at $XXXX and OPEN at XX. But this is no meme. @emjcapital is long BETR. ๐งต"
X Link 2025-09-22T13:31Z 144.2K followers, 709.5K engagements
"Im getting flooded by people wanting me to take a position in BYND the last few days: is this some bot campaign"
X Link 2025-10-18T21:09Z 144.2K followers, 163.1K engagements
"The voices of all the retail investors who have joined the OPEN Army and Rising Dynasty can be ASSURED that YOUR voices will always be represented around the boardroom table at $BRR. I will ALWAYS be your eyes and ears. ๐
"
X Link 2025-10-21T12:25Z 144.2K followers, 38.9K engagements
"๐๐ป Really excited to work with Anthony and bring in the voice of the retail investor to board discussions. $BRR will be the better for it"
X Link 2025-10-21T13:07Z 144.2K followers, 55.9K engagements
"I first bought $BTQ at $XXXX in December. At $X today its already a 43-bagger for meand I still think it can be a 100x1000x from here. Ive mentioned it before but havent done a full deep dive - until now. Quantum is early. The threat is real. BTQ is executing where others are just talking.๐"
X Link 2025-10-28T15:21Z 144.2K followers, 189.6K engagements
"For my premium video today which is now uploading I knocked off some big questions on how I evaluate potential 100-baggers as well as questions about $SANA $DEFT $BRR. Someone also asked me to make a Sophies Choice If I could only pick one heres where Id bet my dynasty. ๐ฅ Lets ride"
X Link 2025-10-30T20:04Z 144.2K followers, 32.5K engagements
"@nic_carter just laid out XX reasons why quantum timelines are accelerating. If hes right even partially then BTQ just became one of the most important public companies in the entire crypto + cybersecurity stack. Heres why.๐"
X Link 2025-11-27T03:14Z 144.2K followers, 25.4K engagements
"On Feb XX 2023 with Carvana at $XXXX (after bottoming at $3.50) I emailed Ernie Garcia Jr. He kindly wrote back. A few weeks ago it hit $XXX. $CVNA was just as special at $XXXX & $XXXX as it is now. Like all of us"
X Link 2025-08-27T11:44Z 144.3K followers, 1.8M engagements
"$CVNA just closed at $XXX. Thats what happens when the market finally sees the platform for what it is. $OPENs path is the same: $XX $XXX $XXX. Power-law never apologizes"
X Link 2025-12-04T21:14Z 144.3K followers, 40.9K engagements
"Surprise #1: The U.S. just unlocked a Eurodollar XXX system. Not DeFi. Not meme tokens. A regulated institutional stablecoin engine that can scale globally. This will grow far faster than analysts politicians or banks expect"
X Link 2025-12-05T11:41Z 144.3K followers, 6878 engagements
"Surprise #2: AI will become the biggest user of stablecoins. Not traders. Not retail apps. AI agents executing micro-transactions across thousands of networks. The Genius Act quietly created the monetary substrate for the AI century"
X Link 2025-12-05T11:41Z 144.3K followers, 6809 engagements
"Whats wild is that X years ago today every smart money anon hedge fund bro was calling the Carvana team: criminals frauds bankrupt uninvestable They werent analyzing a business. They were performing for each other"
X Link 2025-12-05T23:14Z 144.3K followers, 34.8K engagements
"This tweet with over 300k views in XX hours"
X Link 2025-12-06T17:58Z 144.3K followers, 55.9K engagements
"Hey snarky anon hedge fund bros: suck it"
X Link 2025-12-08T01:26Z 144.3K followers, 37.1K engagements
"Agree all leading to a +60% day when they pre-announce OPEN"
X Link 2025-12-08T16:07Z 144.3K followers, 59.5K engagements
"I thought NYC was cold last week when it was XX damp and windy. Was XX this morning in Toronto ๐ฅถ"
X Link 2025-12-09T01:05Z 144.3K followers, 14.2K engagements
"Heres the key: AI agents (OpenAI Apple Anthropic Google) will soon do everything from: home affordability rate shopping payment calculations lender comparisons doc collection KYC underwriting prep investor routing But they cannot originate or underwrite the loan themselves. They need a licensed automated execution layer"
X Link 2025-12-09T17:10Z 144.3K followers, 1245 engagements
"This is why BETRs architecture matters. In agentic commerce: UI becomes commoditized. Execution becomes the moat. The lender with: the fastest underwriting cleanest APIs most automated workflows lowest friction best investor matching wins the entire distribution game. And BETR is XX years ahead of every incumbent here"
X Link 2025-12-09T17:10Z 144.3K followers, XXX engagements
"UWM and RKT will spend billions trying to bolt AI onto their legacy stacks. They will move slower. They will be constrained by headcount channel conflict regulation and technology debt. BETR will move faster because it was built for this world. This is a classic Innovators Dilemma moment"
X Link 2025-12-09T17:11Z 144.3K followers, XXX engagements
"If BETR executes the power-law upside is obvious. A $2T category being re-routed through AI agents And BETR holding the mortgage endpoint This is not a cyclical trade. Its a platform inflection. And platform inflections create 50100x outcomes. Just ask CART"
X Link 2025-12-09T17:11Z 144.3K followers, 6519 engagements
"Decent timing here"
X Link 2025-12-09T20:41Z 144.3K followers, 56.4K engagements
"Nextdoor is NOT a social network. It is the verified neighborhood graph of the world: real households real proximity real identity real trust This is the raw input agentic AI needs more than anything. No one else has it"
X Link 2025-12-10T12:12Z 144.3K followers, 5285 engagements
"Heres where Jevons Paradox kicks in: The easier something becomes the more people use it AND the more entirely new behaviors become possible. Nextdoors usefulness drives new demand surfaces. This is where revenue S-curves begin"
X Link 2025-12-10T12:12Z 144.3K followers, 2957 engagements
"Lead-gen is not the second S-curve. Its another independent S-curve. Ads scale with engagement. Lead-gen scales with intent. Opportunity Alerts scale with real-time neighborhood behavior. Multiple S-curves power-law outcomes"
X Link 2025-12-10T12:12Z 144.3K followers, 10.7K engagements
"Going to record a premium sub video now with a little more description of the thread I just published here on NXDR"
X Link 2025-12-10T13:02Z 144.3K followers, 36.1K engagements
/creator/twitter::ericjackson