Cryptobacker

Big believer in crypto, TSLA, COIN, BMNR & OPEN.

#SmartMoneyPerspectives

[Cryptobacker @cryptobckr]

The setup for a $WOLF short squeeze is looking wild.

[Cryptobacker @cryptobckr]

$OPEN short squeeze soon

[The Long Ape @TheLongApe]

$OPEN Short interest is up and Short Float is up. 👀

[Kaz Nejatian @nejatian]

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.

[Cryptobacker @cryptobckr]

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

[NasJack @nasjacktrading]

I want to give a huge shoutout to @cubeqube for making https://t.co/gME6pPjd81

Absolutely incredible!

The $OPEN aarmy needs to be checking this out daily

[Kaz Nejatian @nejatian]

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.

[Donald Dean @donaldjdean]

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

[Cryptobacker @cryptobckr]

@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!

[Cryptobacker @cryptobckr]

@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!

[Cryptobacker @cryptobckr]

$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

[Cryptobacker @cryptobckr]

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

[Cryptobacker @cryptobckr]

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

[Bizarre 🏝️ @BizarreStocks]

$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

[Bizarre 🏝️ @BizarreStocks]

We won’t forget. Management out.

@ETHZilla_ETHZ

[Chris Manning @ManningCapital_]

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 https://t.co/Qt2FipArAv 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

[Cryptobacker @cryptobckr]

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

[Capybara Stocks @capybaraReborn]

$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.

[Capybara Stocks @capybaraReborn]

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.

[Cryptobacker @cryptobckr]

Where is the action?

[jdubbs @jweil130]

@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.