CEO J Biz Supreme Solutions/Investor/Tesla/Bitcoin/Opendoor/Empowering Small Business Owners using Bitcoin to gain LEVERAGE & LIQUIDITY
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Tonight, I was on @MadMoneyOnCNBC discussing @Opendoor with the man himself @jimcramer I hope I was able to make the $OPEN army proud as well as our captains @ericjackson @APompliano - A little bulletin board material for our guy @nejatian - Let’s cook !!
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Bessent sold the yen to help Japan, which said it out loud Europe is fair game.
The US is deliberately weakening the euro and selling European debt to its own advantage.
France is the weakest link, and Europe could be the first to break in a sovereign debt crisis. Once it breaks, the only exits are yield curve control or printing money - and either way, the dollar gets debased.
My conclusion: bitcoin:native
This crisis doesn’t end in austerity, it ends in the printing press.
Plan accordingly.
DALIO WARNS CHINA AND JAPAN COULD PULL BACK FROM TREASURIES
Ray Dalio warns U.S. Treasuries are vulnerable to weakening demand from China and Japan, two of America’s largest foreign creditors.
China’s holdings have fallen from $1.3 trillion in 2013 to about $618 billion, while Japan holds roughly $1.1 trillion.
Dalio says reduced foreign demand could intensify pressure on U.S. borrowing as 10-year yields hover near 5.3%.
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Rate-tied assets don’t get a free pass.
Housing least of all.
Rates keep rising, valuations get squeezed.
The math isn’t mathing right now.
Worst is likely behind us. The tide turns.
Timing is the only $OPEN question.
@Opendoor will rise and fall in the short term.
Not narrative. Just math.
Every time I open my laptop I see rates going higher.
How do you think this plays for the real estate market over the next 6 months?
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Holding and buying since 2019.
FSD is here and there is no looking back.
It’s happening.
$TSLA
After selling his Bentley to buy a Model Y:
“[FSD Supervised] is life-changing.
I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking.
I’m buying 10 of my employees a Tesla with FSD. It’s 8x safer than the average driver.
There’s nothing more important than the safety of you and your loved ones.”
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A year ago this account was at zero.
Almost at 1k now.
Not chasing a number, just grateful people actually stuck around.
Learned a ton here.
Got some bigger ideas I’m about to start sharing.
Looking forward to returning the favor.
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Just a quick reminder.
There’s $TSLA and then everyone else.
Imagine that people out here think it’s just a car company and hold $F lololol
Ford got the old meatloaf. Tesla just opens Michelin-starred restaurants over and over.
Q3 2026
Production: 464,391
Deliveries: 486,532
Energy storage deployments: 13.7 GWh
Our Q3 Company Update will be streamed live on X on October 21 at 4:30pm CT
ir.tesla.com
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Doubled off the 2021 bottom. Still 5% under 2019.
The rebound is slowing, not reversing. +34% → +17% → +6%. New listings are down year over year. Homes are stacking because buyers stepped back. Price cuts just hit 20.8%, the highest September since 2018. South and West are already above pre-pandemic inventory. Northeast is still ~43% below.
That is the @Opendoor setup.
Sellers who listed into a 7% rate market are now cutting price and sitting. A certain, fast cash offer is worth more when the listing path is slower and cheaper. The supply is in the Sun Belt, which is the footprint. The bid does not have to chase. It has to show up at a tight spread and turn the house.
The old mistake was widening the spread to hide from this market. That killed conversion, pulled in the worst homes, and made the book worse. The trade now is the opposite: be the bid where inventory is already loose, buy homes that resell, and let velocity do the work while everyone else waits on rates.
$OPEN
⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️
More choice. Softer prices. Motivated sellers. That is not a volume market for the traditional buyer. It is a spread market for the buyer who can close.
U.S. active housing inventory for sale at the end of September, by year
Sept 2017 -> 1,308,607 📉
Sept 2018 -> 1,301,922 📉
Sept 2019 -> 1,224,868 📉
Sept 2020 -> 749,395 📉
Sept 2021 -> 578,070 📉
Sept 2022 -> 731,496 📈
Sept 2023 -> 702,430 📉
Sept 2024 -> 940,980 📈
Sept 2025 -> 1,100,407 📈
Sept 2026 -> 1,161,615 📈
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Previous API
• Frontend clients had to understand internal backend details: service IDs, storage keys, and task structures.
• The client was tightly coupled to how the backend was built.
• That extra knowledge made the stack harder to use and change.
New API
• The whole internal API layer was replaced.
• Those service IDs, storage keys, and task structures are no longer exposed to the frontend.
• The stack is much simpler, and the new layer is already handling 2.5 million requests in a few hours, at higher speed.
What actually changed
• Coupling dropped. Clients no longer encode how work is stored or routed.
• The contract got smaller. Fewer concepts to learn, fewer fields to pass, fewer things that can break.
• Performance improved on live traffic, not just in a benchmark.
Bottom line:
The old layer exposed implementation. The new layer hides it.
$OPEN
We just replaced our entire internal API layer. 2.5M requests in the last few hours. Much faster. Old system forced frontend clients to understand crazy details (service IDs, storage keys, and backend task structures.)
All gone! Massively simpler stack.
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I like cooking and I like shipping.
Keep going.
$OPEN
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$SPCX is a superior asset that I will continue to accumulate and hold for years to come.
Massive news and more will follow.
Big news! SpaceX is introducing a new @Starlink for Communities program that lets you earn money by providing Starlink internet to your neighbors or people nearby, who can pay for access by the hour, day, week, or month.
Neighbors pay for the access they need, while the person hosting the Starlink will earn money from every connection. One Starlink Kit can provide high-speed internet to multiple nearby users.
Starlink handles payments, user access, and connectivity. Property owners, businesses, local entrepreneurs, etc, simply set up a Starlink Kit where there’s demand and can expand coverage with additional routers or kits.
How to get started:
• Step 1: Order the Starlink Kit. Your Starlink Kit arrives ready for shared use. Choose a location with multiple homes or users nearby.
• Step 2: Place the kit where demand is highest. Starlink gives you clear instructions.
• Step 3: Earn income each month Community members connect using flexible hour, day, week, or month passes. You earn from every connection.
Anyone who sees an opportunity to bring connectivity to the people around them can participate. Apply here: starlink.com/community-host
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Full Self Driving is staring to gain traction.
It will be a moral obligation for all 50 states to pass FSD.
Superior product that won’t and can’t be stopped.
Just the beginning still.
Holding and buying this superior asset since 2019.
$TSLA
Q3 2026 was Tesla’s best vehicle delivery quarter ever without the $7,500 US federal EV credit, and 3rd-best overall.
Best vehicle delivery quarters:
1) Q3 2025: 497,099 (US EV credit available)
2) Q4 2024: 495,570 (US EV credit available)
3) Q3 2026: 486,532 (No US EV credit)
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I have continued to say:
Markets wear you out or scare you out.
$OPEN is on a serious mission of bringing back the 🇺🇸 dream of homeownership.
No one ever said it would be easy.
The last laugh will be worth it.
of course I care about the stock price, just not in its short term movement. I care about creating shareholder value over the long term.
In the short run, the market is a voting machine but in the long run it is a weighing machine. I care about the long run.
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No one or no country wants our long end bonds.
So the U.S. (🇺🇸) sells bills and buys back the long end to keep the lights on.
Interest on the debt is the whole story now.
Not getting fixed.
Still long $OPEN and forever long on bitcoin:native
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John Baiano (Biz) retweeted
11% so far. Big players buying housing waiting for the turn @mikealfred included.
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Berkshire owns 25.9M Lennar shares — 25.38M Class A + 549K Class B.
~$2.1B. 10.9% of Lennar's ~238M shares. 12.1% of Class A alone.
Crossed 10% on Sept 17 — by ONE share. Then kept buying.
93% increase since June 30. Nearly doubled while Lennar cut guidance and missed earnings.
Buying started the day after the weak Q3 print. That's conviction, not panic.
Not their only housing bet — they also own D.R. Horton and closed the $6.8B Taylor Morrison deal in July.
Less than 1% of Berkshire's portfolio. They're not betting the farm — they're positioning for the long-term housing recovery.
Same thesis I'm running on $OPEN
Housing is broken. The recovery is coming. Buy the unloved names.
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Starbucks is closing 250 cafes.
This is not a headline - it’s a warning shot.
This is why I fight for small and medium-sized business owners every single day.
Mom and pops are the bloodline, the lifeline of our economy. And they’re forgotten about.
That’s exactly why I’m working so hard with them — and why I’m helping them understand and use bitcoin:native as a tool.
The most pristine collateral is BITCOIN.
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It ain’t easy but we aren’t quitting.
The fight for homeownership continues.
$OPEN
It's been a historically bad month and bad week for mortgage rates. Today's movement is in the top 5 one-day deteriorations since 2011. A mortgage rate with zero points yesterday now requires approximately 1.2 discount points to lock.
This is why we are building Opendoor Home Loans - to help Americans buy homes.
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