Seeking the Next Opendoor? Consider These 5 Stocks from Eric Jackson's Portfolio
Eric Jackson's Investment Focus: Eric Jackson, founder of EMJ Capital, is bullish on Opendoor Technologies, projecting its stock could reach $82 per share, and has seen a 140% increase recently. He also holds a variety of high-conviction stocks, particularly in the crypto and blockchain sectors.
Key Holdings in Crypto and Blockchain: Jackson's portfolio includes the iShares Ethereum Trust ETF, IREN Ltd., Cipher Mining, BTQ Technologies, and Defi Technologies, all of which he believes are positioned for significant growth due to the expanding crypto infrastructure and blockchain adoption.
Investment Philosophy: Jackson encourages retail investors to embrace market volatility and maintain their positions through downturns, advocating for a long-term investment strategy focused on mispriced assets with potential for substantial returns.
Market Trends and Predictions: He identifies the crypto sector as disruptive and primed for growth, with specific stocks like IREN and Cipher Mining labeled as potential "10-baggers" due to their alignment with the increasing demand for cryptocurrency infrastructure.
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- Index Launch: DeFiTechnologies' subsidiary Valour has launched the DEFT Valour Investment Opportunity Index, designed to provide a forward-looking perspective on digital asset markets by tracking real capital flows, enhancing institutional investors' market insights.
- Enhanced Signal Quality: The index is updated weekly and covers the top 50 assets within Valour's ecosystem, ensuring higher signal quality than traditional crypto data, which aids investors in better understanding market dynamics.
- Market Intelligence: By eliminating distortions from trading platforms, Valour's ETP platform offers consistent pricing and transparent fee structures, allowing capital allocation decisions to rely more on asset fundamentals, thus improving market efficiency.
- Business Strategy: The DEFT Index serves not only as a benchmark but also supports Valour's business objectives, with plans to introduce analytics terminals and licensed products based on the index, further driving capital inflows into Valour's ETPs.
- Index Launch: DeFiTechnologies' subsidiary Valour has launched the DEFT Valour Investment Opportunity Index, designed to provide forward-looking insights into the digital asset market by tracking real capital flows across its regulated ETP platform, enhancing market efficiency.
- Enhanced Signal Quality: The Index employs a systematic, rules-based methodology to capture significant shifts in investor behavior while filtering out short-term noise, ensuring weekly rebalancing to reflect evolving market conditions, thus providing reliable market signals for investors.
- Broad Investment Coverage: Valour's ETP platform includes 102 ETPs covering 74 unique digital assets, allowing investors to diversify within a consistent execution and risk framework, reflecting the behavior of rational investors in an efficient market.
- Business Model and Future Plans: The Index serves not only as a benchmark but also supports Valour's business objectives, with DeFiTechnologies planning to develop an analytics terminal based on the Index to provide more granular, data-driven insights, further driving capital flows into Valour's ETPs.
- Strategic Partnership Announced: DeFiTechnologies has partnered with MERGE, a leading Latin American conference, to host the DeFiTechnologies Insights Symposium in São Paulo on March 16, 2026, expected to attract over 5,000 attendees, showcasing the company's leadership in the digital asset space.
- Rich Conference Content: The symposium will cover topics such as digital assets, blockchain, and artificial intelligence, emphasizing market infrastructure and regulatory evolution, aimed at fostering cross-border investment opportunities and further solidifying DeFiTechnologies' influence in global capital markets.
- Expansion into Brazil: Valour launched a suite of digital asset ETPs in Brazil in December 2025, marking its first market entry outside Europe, providing local investors with BRL-denominated exposure to digital assets and DeFiTechnologies' equity, driving the company's growth in Latin America.
- Long-term Commitment: This collaboration extends beyond São Paulo and will continue at MERGE Madrid in October 2026, reflecting DeFiTechnologies and Valour's strategic commitment to advancing institutional dialogue and market education.
- Strategic Partnership Announcement: DeFiTechnologies and Valour have partnered with MERGE to host the DeFiTechnologies Insights Symposium in São Paulo on March 16, 2026, expected to attract over 5,000 attendees, showcasing the company's leadership in Latin America's fintech sector.
- Event Schedule: The event features three key moments: the symposium on March 16, an invitation-only institutional summit on March 17, and the main MERGE conference on March 18-19, aimed at fostering high-level dialogue among financial institutions, regulators, and policymakers.
- Market Expansion Strategy: Valour launched a suite of digital asset ETPs in Brazil in December 2025, marking its first market entry outside Europe, further solidifying its market foundation in Latin America and promoting localized investment in digital assets.
- Education and Collaboration Enhancement: This partnership extends beyond São Paulo and will continue at the MERGE Madrid conference in October 2026, aiming to strengthen cross-border collaboration and market education, facilitating the convergence of traditional finance and decentralized technologies.
- Custody Agreement Signed: DeFiTechnologies' portfolio company Stablecorp has signed an agreement with VersaBank, which will serve as the custodian for the QCAD Digital Trust, marking a significant step in building infrastructure for Canada's first compliant CAD stablecoin, expected to enhance market trust and adoption rates.
- Technological Assurance: VersaBank will provide custody services using its proprietary VersaVault solution, which is expected to generate fees based on the value of QCAD assets held, ensuring asset security while supporting future product expansion and liquidity.
- Market Impact: As QCAD adoption scales, DeFiTechnologies plans to collaborate deeply in areas such as product development, liquidity, and market access, which will help accelerate institutional comfort and drive stablecoin integration into mainstream financial workflows.
- Strategic Significance: Stablecorp CEO Kesem Frank stated that securing a custodial relationship with a federally regulated Schedule I bank is a significant milestone for the industry, indicating a modernization process for Canada's digital asset sector and laying a solid foundation for future financial services.
- Infrastructure Enhancement: Stablecorp's agreement with federally regulated Schedule I bank VersaBank to provide custody for the QCAD Digital Trust strengthens operational and regulatory confidence for QCAD, Canada's first compliant CAD stablecoin.
- Revenue Growth Potential: VersaBank will earn custody fees based on QCAD assets held and a spread on QCAD deposits, creating a long-term revenue growth opportunity for VersaBank while laying the groundwork for broader adoption of QCAD.
- Market Readiness Improvement: By ensuring compliant custody of reserve assets, Stablecorp enhances its ability to support broader distribution and market readiness for the Canadian dollar stablecoin, facilitating institutional adoption and expanding use cases.
- Strategic Investment Validation: DeFiTechnologies' investment in Stablecorp is further validated, indicating that its strategic plans to expand QCAD-linked products, deepen liquidity, and enhance market access are progressing steadily, ensuring long-term security and competitiveness.









