Upstream of Kalshi/Polymarket | I call outcomes before markets price them | Strategy/Mgmt PhD, Columbia B School | @emjcapital | @EMJXai$SRXH | @EventHorizonIQ
Hey $OPEN family 👋
When I checked into the Hyatt in SF last night, I had zero plans to meet with anyone at the company. I was here for other meetings. That all changed overnight.
This morning, OPEN asked me to stay for the day. I dropped everything. Tonight I’m red-eyeing to
Got to meet @EricTrump tonight and discuss how much the OPEN Army is a fan. He said he’s been following the campaign and wants to let everyone know he wants us to keep it going and thanks!
Day 1 of standing outside @Drake ‘s house until he buys at least ONE share of $OPEN.
He said “started from the bottom” — well, so did we.
Let’s ride. 🚀
The biggest mistake people make about Ethereum:
They think it’s competing with Bitcoin.
It’s actually replacing the internet.
Here’s what most don’t understand 👇
How can you not be bullish on $OPEN?
•The guy who wrote the biz plan is now Chair
•The other key co-founder just rejoined the board
•The new CEO left being next in line at a $188B Shopify to run a $3B OPEN (nobody does that unless they see it scaling way bigger)
•Kaz, Keith,
It still blows my mind that OPEN’s former CEO Carrie Wheeler was on a 10b5-1 plan to dump shares as fast as possible — even at $0.56.
Meanwhile, new CEO Kaz Nejatian and his family just bought $1M of stock at $8 — 16× higher than where she was selling.
One had disdain for
Had dinner with @mikealfred last night and just want to say thank you.
The wisdom he’s shared on X this year has genuinely made me a better investor. I wouldn’t have gotten into $IREN or $CIFR as early — or with as much conviction — without learning from him.
A great man,
People keep calling me the new Roaring Kitty. Respect to him — he proved retail can move markets.
But here’s the difference: $GME was a dying mall retailer. $OPEN is a Carvana-like platform in housing with real growth, real margins, and a clear path to $82 → $500.
This isn’t a
In my view, and the view of our model at @EMJCapital ETH is going to $10,000.
And almost no one understands why.
Here’s what our model sees coming — and why the next leg up could catch everyone off guard 👇