Cryptobacker

Bumped OPEN to 2.4M shares and still looking to add as long as we stay below my cost basis.

$OPEN short squeeze soon

Today, my wife and I bought 100,000 more shares of $OPEN. I don't look at the stock price that frequently. I did today and I thought it was worth my family becoming even more invested in Opendoor.

Major Wall Street analysts update their ratings for $dkng, with price targets ranging from $29 to $46.

I want to give a huge shoutout to @cubeqube for making opendoor.army Absolutely incredible! The $OPEN aarmy needs to be checking this out daily

Opendoor's aim is to be the most pro-American family tech company. That's why every Opendoor home will come with an American flag and a flag pole.

Opendoor - The Future of Real Estate - Here's 10 Reasons I'm Extremely Bullish on $OPEN 1. Revolutionizing $2T housing like Uber did rides — instant, digital, no-agent future 2. AI pricing + underwriting = massive cost savings & faster turns (already cutting $3-5k/loan) 3. Lower rates tailwind: mortgage rates collapsing → 46% QoQ acquisition surge, 15%→41% rev growth '26-'27 4. 4.99% fixed mortgages (1% below market) embedded in buying flow = huge conversion & velocity boost 5. Tokenization edge: deep data moat positions Opendoor to lead blockchain real estate & fractional ownership 6. Nationwide in 50 states + remote photos + 300% acquisition ramps = Shopify-level operational scale 7. Path to breakeven: positive unit economics, 23% faster inventory, high-margin title/escrow add-ons 8. Data moat like Reddit → future licensing/monetization of housing insights in AI era 9. High short interest + retail momentum = classic squeeze setup (PLTR/CVNA vibes) 10. Full-stack optionality: embedded finance, Zillow partnerships, rental-to-own → multi-trillion TAM capture

@ETHZilla_ETHZ $ETHZ claimed they were “100% committed” to buybacks while trading under NAV. I asked “Where is the action?” — then they deleted the post. Zero credibility!

0/ ETHZilla initially launched as a Digital Asset Treasury, but that no longer fully captures what we're building. While DAT companies passively hold, we are planning to actively deploy. Ethereum acquisition isn't our end goal—it is a means to an end. Here's why that difference matters 🧵

@Edukelevra @SECPaulSAtkins @MariaBartiromo @SECGov @ETHZilla_ETHZ $ETHZ claimed they were “100% committed” to buybacks while trading under NAV. I asked “Where is the action?” — then they deleted the post. Zero credibility!

@SECPaulSAtkins @MariaBartiromo @SECGov You should keep an eye on @ETHZilla_ETHZ because it is not protecting its investors and looks like a scam. $ETHZ

As I told @MariaBartiromo last week, U.S. financial markets are poised to move on-chain. Under my leadership, @SECGov is prioritizing innovation and embracing new technologies to enable this on-chain future, while continuing to protect investors.

$ETHZ claimed they were “100% committed” to buybacks while trading under NAV. I asked “Where is the action?” — then they deleted the post. Zero credibility! @ETHZilla_ETHZ

@ETHZilla_ETHZ @imyoungsparks You committed and now deleted it. Zero credibility！

Our CEO McAndrew Rudisill told @imyoungsparks that tokenizing real, collateral-backed assets could shift how global investors choose between risk and yield

@DamianBrad24715 @billgrass1 They have deleted this post. Zero credibility.

@billgrass1 Im left wondering why ethz are not buying back shares which would stop the bleeding Retail are hardly selling at these prices

Can anyone give me one good reason $ethz are not buying back shares and in effect allowing the stock price to fall ? I'm failing to see any obvious reason and I ask myself who on earth is selling at these prices ?

$ETHZ / ETHZilla That fact that @ETHZilla_ETHZ have deleted their tweet about being committed to buying back the stock under NAV should be deeply concerning to everyone. We’re trading at a ~50% discount, & management don’t give a shit Time for an open letter @capybaraReborn

We won’t forget. Management out. @ETHZilla_ETHZ

The SEC's no-action letter for DTC's three-year pilot on tokenizing securities like Russell 1000 stocks and Treasuries on blockchains is highly synergistic with ETHZilla ($ETHZ), a NASDAQ-listed firm focused on RWA tokenization via Ethereum L2 networks. This regulatory relief fosters innovation in on-chain asset transfers, aligning with ETHZilla's DeFi bridge for TradFi, including their Liquidity.io ATS for tokenized credit and assets. Key ties include: - Core Business Fit: ETHZilla tokenizes RWAs (e.g., loans, real estate) for liquidity and efficiency, mirroring the pilot's wallet-to-wallet transfers and risk controls like reversibility. This could boost demand for their Ethereum-based tools in multi-billion markets like housing finance. - Strategic Moves: Acquisitions like Zippy (15% stake, $21.1M for tokenized home loans), Karus (20% stake, $10M for auto loans), and Satschel ($15M for private assets) integrate origination, AI underwriting, and on-chain distribution—primed for pilot-like scaling. - Ethereum Synergies: With 94K ETH in treasury, ETHZilla benefits from Ethereum's smart contract dominance; the pilot's blockchain-agnostic stance could drive ETH adoption, treasury value, and RWA liquidity. - Market Upside: Validates ETHZilla's model, potentially unlocking trillions in RWAs, boosting EBITDA from fees, and lifting $ETHZ's undervalued stock (>50% below NAV) amid note redemptions. Risks include competition and execution challenges. This positions $ETHZ as a potential leader in compliant tokenization, fueling growth in on-chain finance. To the management team: I want to be upfront. You haven’t gotten everything perfect, but no one does. You’ve shown agility by pivoting when needed, and that’s commendable as you chart new territory. I truly think you’re onto something big. That said, greater transparency would build even stronger trust or for many rebuild trust. Your shareholders are unusually engaged—lean on us as a resource to drive success. We’re all rooting for you. @ETHZilla_ETHZ @bpemble @Coins @capybaraReborn @avichal

ETHZ once promised on X that if NAV < 1 they would buy back. I reposted asking “where is the action?” — now that post has been deleted. Clearly ETHZ never intends to buy back and has zero credibility. @ETHZilla_ETHZ @capybaraReborn @CuriousWhatever

$ETHZ currently has $315mln worth of $ETH and ~14.9mln shares outstanding. That is $21.14 / share + an estimated $1/share in cash + its stakes in Liquidity and Karus AI. That means today, the stock is trading at a 50% discount to NAV. If ETHZilla spends $10 million to buyback stock, it buys $20 million worth of assets and adds $0.67/share in NAV. That is an instant 7% return to shareholders for every $10 million spent on buybacks and an incredible opportunity for @ETHZilla_ETHZ It is clear, it is the fiduciary responsibility of the company to sell $ETH to buyback stock as they would be selling $ETH at 3.300$ and buying it back at $1.650! There is no benefit to having 94k over 80k ETH. No economies of scale. No investment that can beat a 100% risk-free return. Furthermore, $ETHZ had already committed to this just a month ago, under exactly the same circumstances. It is absolutely critical for $ETHZ to sell ETH in order to funds its buyback program and pursue aggressive buybacks at this unbelievable NAV discount for the benefit of all shareholders including management. 1/ Every $10m spent, grows NAV/share by $0.67/share for an instant 7% return. 2/ Fixing mNAV discount resolves the Hudson Bay dilution risk. 3/ Management already made a promise to shareholders to act, and it is in critical need of showing it can be trusted. @ETHZilla_ETHZ you‘ve done the hard part. Now’s the time to complete this.

If there’s one person who can finish connecting the dots at $ETHZ it’s @avichal from @ElectricCapital Really hope he can get $ETHZ to understand there is no investment that can outperform a risk-free, instant 100% return that can be done by buybacks. And that Rudsill and the Board must keep their word on what was promised to investors just a month ago and be willing to sell ETH to buyback below NAV and grow our ETH / share. That is the only rational move at this point and everyone knows this is their responsibility to shareholders. We got your back here, time to get $ETHZ to finish the right thing it started here.

Where is the action?

@DamianBrad24715 @ertuchinski @CuriousWhatever @capybaraReborn @SurrogateCap After speaking with a large s/h I believe ethz is about to launch an accelerated buyback now. Stay tuned.