Eric Jackson

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Eric Jackson

Eric Jackson

@ericjackson

Rising Dynasty | Founder, EMJX (Gen2 Treasury OS) | Incoming CEO & Chairman, $SRXH | Founder, @emjcapital | Board $BRR

North York 가입일 Mart 2007
280 팔로잉148K 팔로워
고정된 트윗
Eric Jackson
Eric Jackson@ericjackson·
On Feb 28, 2023, with Carvana at $9.42 (after bottoming at $3.50), I emailed Ernie Garcia Jr. He kindly wrote back. A few weeks ago, it hit $413. $CVNA was just as special at $3.50 & $9.42 as it is now. Like all of us.
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EventHorizonIQ
EventHorizonIQ@EventHorizonIQ·
Most crypto "signals" are one guy's opinion dressed up as data. We built something different: 50+ sensors monitoring macro, crypto, credit, and behavioral conditions. Updated every 10 min. Every state change on an immutable ledger. How EHIQ actually works:
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Eric Jackson
Eric Jackson@ericjackson·
I deserved this one. Pushed NXDR too early. It ran… then faded. So I read every transcript. Now I know exactly what matters next.
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Eric Jackson
Eric Jackson@ericjackson·
Rivian’s $1.25B Uber deal looks like validation. It’s actually a test. Only $300M is real. The other $950M only shows up if Rivian hits autonomy milestones that nobody besides Waymo has proven at scale. So what is this, really? Uber isn’t betting on Rivian. They’re buying an option. 25 AV partnerships. Waymo, Nuro, Lucid, Waabi. Rivian is one line in a portfolio. That’s the part most people miss: One side is diversified. The other is all-in. And to chase it, Rivian just pushed out profitability and increased burn. This is the pattern: Big announcement → narrative expands → timelines compress → capital requirements grow → reality shows up later Doesn’t mean it fails. But it’s not validation yet. It’s conditional demand attached to unproven execution. That’s a very different thing.
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zerohedge
zerohedge@zerohedge·
*NYSE ARCA GOLD MINERS INDEX DOWN 6.6%, TURNS NEGATIVE FOR YEAR
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Capybara Stocks
Capybara Stocks@capybaraReborn·
Disconnect between $NBIS and $IREN is getting larger. Iren due to catch up closer to $50 range in coming days.
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Mike Jones
Mike Jones@alaskaboatguy·
Stock markets too risky for my blood. I’m going where there’s better odds and sunny weather! Thanks so much there Mr Powell, And this ain’t letting you off the hook @ericjackson , still got a shit ton of #srxh , might need em after this weekend
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Eric Jackson
Eric Jackson@ericjackson·
Slow burn beats shooting star all day every day
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Michael Arrington 🏴‍☠️
Michael Arrington 🏴‍☠️@arrington·
"captives to our state" is a wild thing to say.
Based Jessica@RealJessica

New York Gov Kathy Hochul is begging wealthy people who have moved to Florida and Texas to come back to New York and pay taxes. 🤣 "I need people who are high net worth to support the generous social programs that we want to have in our state. Now, there are some patriotic millionaires who stepped up. OK, cut me the checks if you want to be supportive, but maybe the first step should be go down to Palm Beach and see who you can bring back home." "I have to look at the fact that we are in competition with other states who have less of a tax burden on their corporations and their individuals. And I would say remote work changed everything." "There were people who could only work in an office in Manhattan and work in New York state. And they were captives to our state, they were going to stay. We saw that that's not the case. Wall Street businesses looking at Texas, they're not going there because they have a nicer governor. They're going there because of the tax rate."

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Eric Jackson
Eric Jackson@ericjackson·
Hot inflation → rates higher → Nasdaq down. Middle East escalation → oil up → risk-off. BTC dropped with everything else. Most people will say: “see, it’s just another risk asset.” That’s too simple. What actually happened was positioning unwinding. $350M+ in long liquidations turned a slow move into a fast one. That’s mechanics, not thesis. The real shift happening right now isn’t AI up or down. It’s this: AI is making intelligence cheap. And when intelligence gets cheap, business models built on expensive humans start to break. That’s why software is getting repriced. That’s why “durable” moats suddenly look fragile. The market isn’t asking who wins AI. It’s asking: which companies still make money when you need fewer people to run them. That’s the game now.
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Eric Jackson
Eric Jackson@ericjackson·
Crypto didn’t drop because of the Fed. It dropped because it’s still owned like a tech stock. $350M of liquidations → forced selling → reflexive move. But look underneath: • S&P now trading onchain • Oil already trading 24/7 on crypto rails • $10B of FTX capital about to re-enter Price says “risk asset.” Reality says “new financial system.” That gap doesn’t close quietly.
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