Before Alexander was “the Great,” he was just a young man with the weight of expectation crushing him.
People doubted him. Whispered he wasn’t legitimate.
Sound familiar? So he did something most rulers wouldn’t dare do.
He didn’t conquer another city.
He walked into the desert — alone — to ask who he really was.

Day 3 since announcing EMJX.

Short-term volatility doesn’t matter much to us.
We’re building something that takes years, not days. The easiest way to misunderstand EMJX is to think it’s about trading crypto.

It’s not.

We’re building a Gen2 treasury operating system — designed to manage risk, generate yield, and compound capital across cycles.

Watching The Nutcracker again last night with my Mom and my family, something struck me that I’d never really focused on before.

The story isn’t about fantasy.
It’s about who controls value — and who lives downstream of it. In old Europe (and Russia especially), wealth didn’t move.

Lords owned land.
Peasants provided labor.
Value was extracted upward — and risk stayed at the bottom.

There was no mobility. Only inheritance.

We live in a strange era.

People are terrified of getting older…
until it’s time for the big Instagram-staged 40th or 50th birthday bash.

Everyone documents getting older —
but almost nobody truly embraces it.

When I turned 50, I didn’t have a party.
Honestly?
I was embarrassed. At 50, my life felt like it was falling apart.

My biggest investor had just hinted he might pull his money.
My fund wasn’t where I thought it would be.
I felt like I’d let my wife and kids down.
I didn’t have a big circle of friends to celebrate with.

I remember thinking:

“How am I 50… and here?”

It was one of the lowest moments of my life.

🚀 NEXTDOOR ($NXDR ): The Most Mispriced Agentic-AI Platform of the 2020s

A Rising Dynasty blueprint for a potential multi-S-curve re-rating.

Every cycle, a few platforms stay misunderstood for years…
until one moment reframes everything.

Nextdoor at ~$2.00 today feels like one of those moments.

Identity + trust + proximity + AI is a rare combination.
And the market still models it like an ad network.

Let me show you the framework and why I’m long NXDR. My methodology is simple:

Identity → Engagement → Habit → Intent → Monetization → S-curves → Re-rating.

When these layers align — as they did with CVNA, PLTR, and OPEN — markets respond dramatically.

Nextdoor checks every layer and is ready like them for a massive re-rating.

Instacart (CART) just became the first retailer to offer full checkout inside ChatGPT.

No app.
No website.
Just:
“I need ingredients for salmon pasta” → ChatGPT → Instacart → payment → done.

This is the beginning of agentic commerce.

And the mortgage version of this is coming faster than anyone realizes. In the grocery world, CART just became the execution endpoint for AI.

In mortgages, there’s only one company architected to fill that role:

BETR (Better Home & Finance).

And Wall Street still thinks it’s a cyclical refi story.
It’s not.
It’s becoming the mortgage engine of the AI economy.

Everyone is sleeping on the most important executive hire in mortgage tech this decade:

Leah Price at Better ($BETR ).

The Street has no idea who she is —
and that’s exactly why this will become one of the biggest “obvious in hindsight” moments of the next S-curve.

Here’s the real story Leah isn’t just another VP.
She brings a regulator’s brain, a technologist’s toolkit, and a lender’s experience.

That combination barely exists in the United States.

She was leading AI innovation for the FHFA — the regulator that oversees Fannie Mae and Freddie Mac.

That alone is a huge deal.

People ask why I’ve been posting more photos of Jenni and me lately.

Here’s the truth. 👇 We’ve been married 27.5 years.
We raised four incredible kids.
We’ve built a life I never could’ve imagined when I was younger.

She’s my best friend.
My clearest mirror.
My most trusted advisor.

She tells me the truth when I don’t want to hear it.
And she supports me when nobody else can.

The real secret behind every 100-bagger

It isn’t IQ.
It isn’t luck.
It isn’t timing.

It’s this Nietzsche line:

“The secret of reaping the greatest fruitfulness and the greatest enjoyment from life is to live dangerously.”

Let me explain what that actually means 👇 People hear “live dangerously” and think it means recklessness.

It doesn’t.

It means refusing the comfort of mediocrity.
It means taking calculated risks.
It means choosing a life where upside is possible.

You don’t get 100x outcomes by living safely.
You don’t just wake up one morning with a 125-bagger like Carvana sitting under your Christmas Tree without years of preparation and trials of fire.

You get them by living wisely at the edge.

The real reason most people stay stuck financially isn’t intelligence or effort.

It’s this: they’ve forgotten that identity is self-created.

Some of the greatest minds in history knew a secret that most people today ignore.

Blake, Emerson, Nietzsche, even Drake in his own way — all understood one thing:

Transformation starts on the inside long before it shows up in your bank account.

Let me explain 👇 Your circumstances today are not the verdict.
They’re just the starting point.

Blake wrote:

“To deny one’s imagination is to deny God.”

Translation for 2026:
If you can’t picture a different future, you’ll never build one.

Every 100-bagger starts out looking impossible. That’s why the hedge fund anon bros on X laughed at Carvana at $3.50 instead of buying it. They have zero imagination - and that’s why they’ll stay so poor.

One of the biggest blind spots in finance isn’t risk.
It’s the inability to upgrade old mental models when the world changes. People don’t cling to the past because they’re dumb.
They cling to it because it once worked.

Past experience becomes a comfort zone masquerading as certainty.

Everyone is talking about Carvana going from $3.50 → $440 in 3 years.
A 125-bagger.
A complete narrative inversion.

Here’s the truth:
OPEN is setting up for the exact same kind of move under Kaz.
And almost nobody sees it yet. $OPEN Carvana’s breakout wasn’t magic.
It was a playbook:
•ruthless cost discipline
•operational velocity
•balance-sheet cleanup
•re-founding the company around data + AI
•leadership that leaned in when the world said “bankruptcy”

OPEN is running that same playbook — faster.

Carvana was added to the S&P 500 today.

From $3.50 → $440 in 3 years.
A 125-bagger… right in front of everyone’s eyes. What’s wild is that 3 years ago today every “smart money” anon hedge fund bro was calling the Carvana team:
• criminals
• frauds
• bankrupt
• “uninvestable”

They weren’t analyzing a business.
They were performing for each other.

Most people think China’s shrinking population automatically knocks it out of contention for 2041.

Too simplistic.

China is both one of the most prepared and one of the most fragile nations heading into the next monetary era.

Here’s the paradox. Vision 2041 =
• BTC as global collateral
• ETH as global settlement
• AI as autonomous demand engine
• Tokenized assets as the financial substrate
• Networks > nations
• Exit > voice

The real test is simple:
Which countries are aligned with this architecture?

The world isn’t splitting into East vs West.
It’s splitting into Legacy Rails vs 2041 Rails.
The future is already here — just unevenly distributed across monetary systems. Vision 2041 =
• BTC as global collateral
• ETH as global settlement
• AI as autonomous demand engine
• Tokenized assets as the financial substrate
• Networks > nations
• Exit > voice

The real question: Who’s aligned with this new physics?

Everyone assumes Japan will always be a “safe haven.”
Stable. Predictable. Low inflation.
The anti-chaos asset of global macro.

But that assumption collapses under Vision 2041.

Japan is not prepared for what comes next — and the cracks are already visible. Japan is built on a 20th-century foundation:
• Demographic collapse
• Debt >250% of GDP
• Zero immigration
• A shrinking tax base
• Yield curve control masking structural weakness
• A currency protected by reputation, not fundamentals

Vision 2041 breaks that equilibrium.

Everyone is debating fiat vs crypto, whether AI is a bubble, or if Gen1 treasury companies are “the future.”

They’re missing the real story:

The financial system is running on assumptions that simply don’t match reality anymore.

This is where the next trillion-dollar platforms will emerge. Failure #1: Money still settles like it’s the 1970s.

T+2.
Office hours.
Slow collateral movement.
Siloed systems.

Meanwhile AI, crypto, and global liquidity operate 24/7.

We’re running the future on yesterday’s rails.

My grandfather, Jack Zaryski, was an uneducated, penniless village boy from Western Ukraine.
At 16, he hugged his parents goodbye — forever — and boarded a ship to Ellis Island.
He never saw his mother or father again.

That kind of courage is almost impossible to imagine today. He rode the rails across Canada during the Great Depression.
Took whatever work he could find.
Helped build the Alaska Highway.
Became a welder.
Scratched and saved until, at 39, he bought a $15,000 house in 1950 for his wife and four kids.

Zero privilege.
Zero safety net.
Just grit, faith, and duty to the generation coming after him.

Everyone thinks the Clarity Act + Genius Act are just “crypto regulation.”
They’re not.

They’re the early blueprint for the next global monetary system — and almost nobody sees the second-order effects coming.

Here are the real surprises. Surprise #1: The U.S. just unlocked a Eurodollar 2.0 system.
Not DeFi.
Not meme tokens.
A regulated, institutional stablecoin engine that can scale globally.

This will grow far faster than analysts, politicians, or banks expect.

My grandfather came through Ellis Island in 1927 with nothing but grit.
Built the Alaska Highway.
Started a family on a welder’s salary.
Created a foundation that still supports us a century later.

That generation understood something we’ve forgotten:
systems determine outcomes. In 1950, owning a home was the on-ramp to the middle class.
It was the collateral engine of that era.

By 2041, the on-ramp won’t be real estate —
it will be owning pieces of the new collateral layer: BTC and ETH.

Canada is at a crossroads.

We can drift into being the world’s nicest museum…
or we can become one of the most powerful nations of the 2041 economy.

The difference comes down to one decision:

Do we embrace the new global monetary rails —
BTC as collateral, ETH as settlement, AI as the demand engine — or not? Right now Canada has the greatest untapped advantage in the G7:

• abundant energy
• massive resources
• clean hydro
• safe rule of law
• talent
• huge landmass
• proximity to U.S. capital
• and the ability to pivot quickly if we choose to

No one else in the G7 has this combination.

Not the U.S., not Europe, not Japan.