Hedge Fund Q&A with Eric Jackson, EMJ Capital: IREN, HUT, CIFR & OPEN!

We go from Drake and viral stock videos to a serious framework for investing in OpenDoor, AI data centers, and the miner-to-HPC transition. We also break down why executive compensation headlines can be a distraction and how systematic crypto regime models can help manage brutal volatility. 

• Drake’s unexpected role in building an audience for stock research 
• OpenDoor’s turnaround timeline under new leadership and why rates matter 
• Why pullbacks do not automatically break the OpenDoor thesis 
• The Iren RSU backlash and why insider activity can be misread 
• Iren’s strategic path with NVIDIA and how vertical integration could lift GPU economics 
• Token based AI usage and what rising demand means for power consumption 
• Cipher’s co-location model versus CSP style full stack compute 
• Why popularity increases volatility and how newcomers change price action 
• Letting winners run while sizing risk with systematic regime signals 
• EMJX and the case for a hedged multi-asset crypto treasury approach 
• Prediction models beyond markets from Bitcoin to Supreme Court decisions 

Let us know in the comments section below what you thought of today's discussion and your top picks in the sector currently!

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