Jason Invests

On the journey to build generational wealth for my family

[SoFi @SoFi]

Proud to support investment opportunities.
Access through SoFi: https://t.co/dDSZx71inL

[Jason Invests @JasonInvests]

@PunkyCovfefe Such a man thing to do

[Jason Invests @JasonInvests]

I was ready to tuck my $SOFI in a drawer and forget about it but this interview from @amitisinvesting & @stevenfiorillo with @anthonynoto made me want to double down and buy more. Unfortunately like Mr. Noto I might have to go with leaps because I’ve been used my cash.

[Basis Points @basispointpod]

$SOFI

"Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."

[Basis Points @basispointpod]

$SOFI

"Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."

[Jason Invests @JasonInvests]

It’s crazy that $NVDA is becoming a value story compared to other Chip names considering they just reported 85% YoY growth.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The SEC is set to release its so-called "innovation exemption" for tokenized stocks which will pave the path for trading digital versions of securities, per Bloomberg.

Details include:

1. In a "surprise move," the SEC is leaning toward allowing the trading of tokenized assets

2. These tokenized assets would be tradeable on decentralized crypto platforms

3. The move could "reshape the landscape of the American stock market"

4. This would also be one of the US' biggest shifts into crypto infrastructure yet

Tokenized assets are rapidly expanding.

[Jason Invests @JasonInvests]

@MarketPalmer_ With meals covered for work travel. I would guess work has covered at least $20K a year on meals.

[Jason Invests @JasonInvests]

Everytime $SOFI thinks they have an edge $HOOD comes after them

[Jason Invests @JasonInvests]

$CRCL with a -3% revenue miss with a 10X multiplier coming this week with CLARITY ACT vote. Really hoping this one falls today 🤞🏽

[alldaystocks | 24/7 Market News @allday_stocks]

$CRCL 𝐂𝐢𝐫𝐜𝐥𝐞: 𝐔𝐒𝐃𝐂 𝐕𝐨𝐥𝐮𝐦𝐞 𝐒𝐮𝐫𝐠𝐞𝐬 𝟐𝟔𝟑%, 𝐀𝐝𝐣. 𝐄𝐁𝐈𝐓𝐃𝐀 𝐁𝐞𝐚𝐭𝐬 𝐀𝐬 𝐀𝐈 & 𝐒𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞𝐬

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬
• Revenue & reserve income: $694M (Est. $714.88M) ❌
• Adj. EBITDA: $151M
• Net income: $55M (-15% YoY)
• USDC in circulation: $77.0B (+28% YoY)
• USDC onchain transaction volume: $21.5T (+263% YoY)
• Revenue less distribution costs: $287M (+24% YoY)
⠀
🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞
• Reaffirmed multi-year USDC circulation CAGR target of 40%
• FY2026 Other revenue: $150M–$170M
• FY2026 RLDC margin: 38%–40%
• FY2026 Adj. operating expenses: $570M–$585M
⠀
📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬
• ARC token presale raised $222M at $3B FDV
• Prediction and AI agent infrastructure becoming major strategic focus
• USDC represented 63% of stablecoin transaction volume in Q1
• Base and agentic stablecoin transactions continued scaling rapidly
• Meaningful USDC wallets grew 47% YoY to 7.2M
• Operating expenses surged 76% YoY due to IPO-related compensation costs
⠀
💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲
“With the ARC token presale, momentum behind the Arc network, and the launch of our Agent Stack, we are building trusted infrastructure for AI-native economic activity.”

[Jason Invests @JasonInvests]

$COIN earnings taught us a crypto company can miss est. disappoint everyone, and finish green up 4%.

$CRCL reports before market open Mon & last earnings they exploded 35% 🚀

This is starting to feel a lot like early $RKLB Fri.

Oh & CLARITY Act vote is next Thursday. 👀

[Paper Bozz @PaperBozz]

$RKLB Investors right now. 👇🤣🥳

[Jason Invests @JasonInvests]

Stocks are going insane into the close $QQQ $RKLB $AMD $INTC $QCOM $MU

Usually stocks sell off in last 10 minutes. It feels like someone knows we are getting IRAN peace deal over the weekend.

[Jason Invests @JasonInvests]

You can’t make this 💩. I own $COIN and $SOFI. $COIN has a terrible earnings report misses EPS by a mile with an unexpected loss and still ends up by EOD. $SOFI continues to beat or meet and isn’t even up when the market is soaring today.

Yup $SOFI is broken 🤷🏽‍♂️

[Jason Invests @JasonInvests]

@PunkyCovfefe I own a good chunk but wishing I bought more on the dip.

[Jason Invests @JasonInvests]

@Kenmegan44 @duketoyo123 Agreed. After using SOFI for several years I attempted to use Wealthfront's 3.25% APY Checking and savings account and it's user ability was trash compared to SOFI. Now that SOFI has SOFI plus the Wealthfront APY is irrelevant.

[Jason Invests @JasonInvests]

Now that @SoFi has become an innovative crypto first platform I look forward to getting clarity on staking rewards to better compete with $HOOD and $COIN. Maybe even a boost for $SOFI plus members.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Something deeply uncomfortable is happening to the Nasdaq-100.

SpaceX is targeting a $1.75 trillion IPO.
Nasdaq wants the listing over NYSE.
So Nasdaq is rewriting its own rulebook.

Here's what they are proposing:

1️⃣ "Fast Entry" rule: any mega-cap IPO gets added to the index after just 15 trading days — bypassing all standard seasoning and liquidity requirements.

2️⃣ A 5x multiplier for low-float stocks: if SpaceX floats just 5% of shares, passive funds are forced to buy as if it were weighted at 25% of total market cap — $438 billion of phantom weighting.

The result?

Tens of billions of price-insensitive passive dollars — your pension, your ETF, your QQQ — are legally mandated to buy SpaceX at whatever price it trades to on Day 15.

Hedge funds will front-run this guaranteed bid aggressively.

Then when the lock-up expires, insiders flood the market with shares — at the exact moment passive funds are again forced to buy more.

"If you're playing a poker game and you look around the table and can't tell who the sucker is, it's you."

The sucker is every passive investor in a Nasdaq ETF.

[Jason Invests @JasonInvests]

@alexisohanian Investors have been betting against NIKE for the last 5 years. Stock market is up 63% over that time. It’s been a bad investment.

[Jason Invests @JasonInvests]

Made my first crypto purchase today since joining $SOFI plus. Just realized the 1% back in crypto purchases negates the 1% spread. Everyone was only focusing on the 4.50% APY in the HYSA but this $10 membership will pay for itself.