Private investor in low-cost, globally-diversified ETFs; early-stage crypto ventures, digital art, & memes. Diversification is the only free lunch in investing.
JPEGHarry.Eth
Joined March 2009
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Joining @MarketElites continues to be a net positive for the portfolio. Following the #swingtrades channel fed me wins for the last year. Definitely a project to watch.
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Harry retweeted
Market feels "Off".
Markets keep smashing all-time highs, yet many pros I talk to describe being “uncomfortably long”. They're fully invested, yet still wishing they had owned more (expected after the ytd performance we've had), and also slightly uneasy about it.
Here's the paradox:
Big picture: Investors are betting on no near-term recession, lower rates, and an AI-driven profit boom. U.S. dominance is striking: five U.S. companies now make up 20% of the world’s total stock market value.
Under the hood: Participation is narrow. A handful of mega-cap tech names are doing the heavy lifting while small-caps and cyclicals are only starting to catch up.
Recent action has been wild:
• “Non-profitable tech” up 8% in five days
• “Most-shorted” stocks up 6.7%
• A quantum-computing theme fund up 30%
Hedge funds are hedging, retail is "all-in", and even systematic funds are wobbling. Private markets show froth with deals at 100× revenue multiples...this late-cycle energy.
So are we in a bubble?
Yes, with caveats. While valuations are approaching (and by some measures exceeding) dot-com extremes, crowding around one theme (AI) creates a setup where even a small shock could spark a sharp drawdown.
Takeaway for everyday investors?
- Always remember that euphoria and fragility coexist
- Don't confuse headline sugar highs with broad health
- Diversify beyond the "magnificent few" and keep risk tight
Harry retweeted
instead of talking about how we must dramatically improve STEM competency among US-born students and citizens as quickly as possible to compete with world class talent
we're talking about immigration programs and the countries and the races of the people who benefit from them and how we don't want any more of them in this country
the stupidity and underperformance will continue until we can focus on the things which will actually make the US win again
Harry retweeted
The easiest filter for evaluating the quality of a person is how they talk about their spouse.
You almost never meet a low quality person who publicly praises their spouse.
And conversely, never trust someone who denigrates their spouse.
Still, the ultimate test is how their spouse talks about them.
Harry retweeted
The stock investor is neither right or wrong because others agreed or disagreed with him; he is right because his facts and analysis are right.
#theintelligentinvestor
Harry retweeted
"If you can't stay the course, don't invest in the first place but then you're taking the risk of putting all your eggs in one basket.
You cannot run away from risk, you can only diversify it so your choice - do you want to have better odds of success by diversifying and living with tracking variants or living with the huge odds of failure but not having to worry that you look different than the market."
youtube.com/watch?v=hdQWw6am…
Harry retweeted
Everything in crypto is a scam
Except
A $1.7T digital and global storehold of wealth, permissionless borrowing and lending, permissionless exchange of assets, stablecoins, the world’s largest prediction market, proven rails for fundraising, proven monetization for artists without extractive middlemen, the largest decentralized wireless network experiment, the largest GPS refinement network period, the largest internet scraping network for AI training, assets for increasingly mature games …
Harry retweeted
With a few exceptions, most investors should be using low-cost index funds as their primary investment vehicle.
Anyone who disagrees with that statement is probably misinformed, conflicted, or just plain wrong.
Harry retweeted
Prediction: Gene editing will be huge. This is just Internet stocks in 2000.
Not long ago CRISPR was sold as a tool to cure all disease. Here is the current market sentiment.
via @statnews
Harry retweeted
Just remember, if you ever feel like you're having a bad day, you might be wealthier than Warren Buffett was at your age.
You may just need to give more time to compound.
Stay after it.
Harry retweeted
In my opinion, it’s a great time to add $ETH.
Harry retweeted
The longer you own index funds, the higher the probability they outperform active funds. It's true for every asset class around the globe. Don't waste another day or another dollar on hopeless active management. A few good index funds is all you need to be successful. indexologyblog.com/2025/01/3…
Harry retweeted
many terrified of change just want to return to the world they knew as a child, but the world was always changing in terrifying ways - they were simply once too young to be aware of it. you can't return to the garden of Eden - you've eaten from the tree of knowledge
Harry retweeted
1/ Updates from the last couple of weeks in the Ethereum ecosystem, a thread by @sassal0x.
There’s so much happening in the Ethereum ecosystem that keeping up with it all can feel overwhelming, but allow me to give you the highlights.
Let’s get into it 🧵👇
Harry retweeted
The people's memecoin is coming to the people's blockchain.
@GrindTheCoin 🤝 @AbstractChain
Feb 2025