EMJX Founder Eric Jackson on Managing Crypto Volatility with AI and ML

EMJX: A Generation 2 Treasury Operating System

• 💡 EMJX is introduced as a generation 2 crypto treasury operating system, distinct from previous "me too" generation one treasuries.
• 🚀 The platform aims to build positions in Bitcoin, Ethereum, and other coins, utilizing a multi-asset approach.
• 🧠 A key differentiator is the use of AI and ML models developed over four years, which treat crypto market volatility as a manageable input.

Capitalizing on Market Volatility

• 💰 EMJX's models are designed to make money in volatile environments, such as Bitcoin's recent drop from 126 to 86, rather than simply losing value.
• 📈 The system incorporates a mini hedge fund strategy within the treasury, involving selling calls or puts against crypto holdings to retain value.
• ⚠️ These AI/ML models predict near-term dips, allowing EMJX to sell calls and protect treasury value, thus avoiding the significant drawdowns experienced by generation one treasury companies.

Long-Term Crypto Strategy and Targets

• 🎯 EMJX has a 15-year strategic framework targeting 50 million for Bitcoin and 1.5 million for Ethereum.
• 🌐 Bitcoin is viewed as the future global non-sovereign collateral layer, a potential replacement for Eurodollar.
• ⚡ Ethereum is positioned as the essential execution layer for the exploding agentic AI market over the next 15 years.
• ✅ The company emphasizes that profitability is achievable even without significant price appreciation, due to their hedging program.

Nextdoor Investment Thesis

• 🏘️ Eric Jackson discusses an investment in Nextdoor, viewing it as a poster child for agentic AI from a local perspective.
• 👥 With 100 million verified users and 20 million active weekly users, Nextdoor is integrating AI to offer new services.
• 🤝 Examples include personalized plumber recommendations based on proximity and user reviews, highlighting the potential for AI-driven lead generation services.