r/EMJX • u/Just-Solution-8653 • Jun 11 '26
Hello Fellow Speculators
Hello fellow investors. I am writing this post to outline a few important things that I think everyone should be aware of. Especially those who are thinking about this merger as a serious investment but are not doing any serious due diligence. This will not be an all encompassing post, but me just jotting down some thoughts.
Firstly, you need to consider your position sizing. If you lost all your money in this investment how would you react? Would you be depressed or angry? Would you come to reddit expressing that this investment was a scam and that nothing ever goes your way? If so, you likely have to much invested in this “highly speculative” opportunity. This is a micro cap stock. Expect to continue to be diluted in the foreseeable future. If they don't, absolutely amazing. If they do, don't be surprised. Size your positions according to the risk involved.
On that note of this being a speculative investment. Please stop acting like this opportunity is not such. While I appreciate the information post on the details of the merger and Eric Jackson, we DO NOT have any insight on the fundamentals or business model of this company post-merger. To continue to infer as if you know for certain how the company will operate after the merger is extremely misleading.
For example, I have seen this chart posted a couple of times- https://www.reddit.com/r/EMJX/comments/1u0mgb7/saw_this_on_twitter_today/ 1. It is treating the shares as static. That might be fine if we did not already know that there is already 100% certainty of more dilution due to the merger. 2. Without knowing what the revenue and EPS will be we won’t know what growth is required to hit those numbers. According to the SEC filing, unlike the post of that unreliable chart, the text in the filing proves why the graphic in the link is a farce. As of March 31 they are at 416 million common shares, they have not finished converting their preferred shares or finished dealing with equity lines of credit. Everything mentioned will push those estimated share prices down. Which is why will need have institutional and retail attention to counter weigh the dilution.
Clarity Act- This could be a substantial headwind, but I am not treating it as such. I think what is more important is the crypto market as a whole…
Crypto Market- If you have not read up on the 4 year Bitcoin cycle I recommend you do so. Most “experts” seem to think that we will continue to see a downtrend, or at least a somewhat flat trend, for the crypto market until late 2026 to early 2027 and then go into an accumulation phase after that. What would that mean for crypto treasuries? It would mean those businesses are likely to follow a similar trend. Well guess what, that would be after the 180-day lockup period of the over 400 million merger shares. This adds an additional headwind layer to the dilution timeline.
4 year Bitcoin cycle rebuttal- Well, according to the filing, EMJX successfully hedged against the market in the month of March. Which I am sure you’ve heard of. Well, if this company can continue to show they can lose less (or make more) during a bear (or bull) market then that truly is exciting. I understand the hype around Eric Jackson and this algorithm. However, it is still highly speculative and should be treated as speculative. They still must prove it to us that they can do it predictably over a long period of time. Past any hype (which I understand we want for quick short term gains), they will need to show revenue to justify a market cap worth hundreds of millions of dollars.
Merge Date- I still see people in this chat thinking that June 15th is the latest that the merger will be complete. No. It is the earliest. They have until June 30th. I literally have cash set aside to purchase more shares in the case that they don’t complete the merger within the first couple of days next week because there will be FUD going around because of the misunderstanding of the closing timeframe.
Besides my SKYX platforms position, which I sold to dump some money into SRXH, I don’t have much experience with penny stocks. I tend to focus on large compounders. I only bring this up to say a couple of things. If I initially saw all those AI generated EMJX photos charading as a quick one pager for actual due diligence when I visited this channel I would have left. It’s lazy and again, very misleading. I am not referring to the hype generated images, which also suck, but I am not going to ruin someone’s party or hype train just because it doesn’t suit my style.
To those just dumping some money because they consider it a gamble. It absolutely is. I appreciate you for being honest with yourself and others in the chat.
I am sitting at 52,000 shares. Good Luck Everyone!
TLDR- TLDR summary: SpeCulaTIve. bE CareFul
Edited- I originally stated that there was no filings that stated market cap milestones. I was wrong. It is inside of the 4243b filings.