haritzaldazabal (@haritz_95) header
haritzaldazabal (@haritz_95) profile picture

trading US equities

Zarautz,
Joined July 2010
Photo by haritzaldazabal (@haritz_95)Photo by haritzaldazabal (@haritz_95)Photo by haritzaldazabal (@haritz_95)Photo by haritzaldazabal (@haritz_95)Photo by haritzaldazabal (@haritz_95)Photo by haritzaldazabal (@haritz_95)Photo by haritzaldazabal (@haritz_95)Photo by haritzaldazabal (@haritz_95)Photo by haritzaldazabal (@haritz_95)Photo by haritzaldazabal (@haritz_95)
Post sobre algunos Episodic Pivots de este año: substack.com/@ehiztaria/note…
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And massive liquidations will come after this 🤦 it's always the same story.
ether_fi is now allowing you to borrow against your tokenized assets at 4%. Asset/stock backed credit lines for all to use. Most tools offered by private banks and wealth management are now being offered to all. The future on chain opens up so many opportunities and possibilities. Furthermore look at the landscape of new asset types being created like rwa, staking, tokenization and alike. Just picture: 1.Never selling your appreciating assets again. Hold tokenized NVIDIA, gold, ETH, T-bills and eventually real estate in one portfolio. The portfolio earns yield/staking rewards while you automatically borrow against the whole thing for everyday spending, taxes, a car or a house deposit. Your assets remain invested while the credit line continuously adjusts to your collateral. Defer Tax, profit from the appreciation. 2.Your salary becomes an autonomous wealth machine. Get paid → automatically buy a mix of tokenized equities(with div), T-bills and ETH → stake/lend the productive assets → use the resulting yield to service a credit line → spend from that credit line. Instead of “salary → checking account→ spending,” it becomes income → assets → yield → credit → spending. Buy a house without liquidating your portfolio. Imagine putting $500k of tokenized stocks, BTC, ETH, gold and private credit into one collateral account and instantly receiving the financing for a property. Eventually the house itself becomes another tokenized RWA inside the portfolio,so your collateral base expands after the purchase rather than disappears. These are simple examples but it just opens up many new products, packaged assets, yield profiles and overall allows the common people to use tools previously only accessible for the richest.
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haritzaldazabal retweeted
Maravillosa acción de marketing de Rankia. Te nominan y atacan tu ego, ellos consiguen leads de las comunidades de finanzas y luego reparten los trofeos de 30€ en un evento que genera notoriedad y tiene varios patrocinadores. Plan perfecto
He estado nominado varios años a los premios Rankia en un par de categorías y, después del video que hice el año pasado, ya no lo estoy. Y menos mal. Abro hilo con mi opinión sobre el modelo detrás de estos premios 👇
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Lol
So $IREN just announced an $800M stock grant (not options) to its two co-CEO’s. To put that in perspective it is 17% of the estimated cumulative Adjusted Net Income of $4.7B over the term of the grant, FY 2027 to FY 2030!
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🤦🤦
Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months. Russell 1000 and Nasdaq 100 funds will absorb 24%. The rules built to protect passive investors: 1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived. 2. Nasdaq cut its inclusion window from 90 trading days to 15. 3. FTSE Russell cut its to 5. All three benchmarks are now structured to buy SpaceX at IPO pricing.
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haritzaldazabal retweeted
Trump Cycle The same cycle every time. Test something small. It works. Confidence becomes hubris. Next move: 4× bigger. When it fails: Double down. Blame the market. Go all in. Normally it’s a business gamble. This time it’s the American economy. And we keep repeating the playbook. Martingale systems work until they implode. Most don’t understand so it looks amazing and they get lost in the initial outputs rather than the gamble. Trump Casinos (Atlantic City) • Started with Trump Plaza (modest early success in a growing market). • Scaled massively to Taj Mahal (debt-fueled mega-expansion). • Revenues failed amid recession/market saturation. • Doubled down via restructurings and retained control. • Blamed oversupply, high interest rates, economy; went all in on creditor negotiations hoping they’d fold (multiple bankruptcies ensued). Trump Shuttle • Acquired Eastern routes (initial premium service worked modestly). • Scaled with luxury upgrades and heavy promotion/debt. • Couldn’t cover interest amid recession/fuel costs. • Doubled down sustaining operations. • Blamed fuel prices/competition; surrendered to creditors hoping for favorable terms. Plaza Hotel • Bought and renovated (modest success under management). • Leveraged heavily for upgrades as part of larger empire. • Couldn’t service loans in real estate slump. • Doubled down integrating into broader operations. • Blamed NY market/economic conditions; negotiated debt deals hoping creditors folded. Trump University • Launched basic online courses (modest initial enrollments). • Scaled to expensive nationwide live seminars/mentorship. • Faced lawsuits over misleading claims. • Doubled down defending vigorously in court/media. • Blamed disgruntled students/regulators; fought until settlement, hoping opponents backed down. New Jersey Generals (USFL) • Bought team (performed well initially in spring league). • Pushed massive league expansion/antitrust suit against NFL. • League collapsed after antitrust loss. • Doubled down on lawsuit strategy. • Blamed NFL monopoly/judges; went all in hoping courts forced merger/fold.
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haritzaldazabal retweeted
The economy President is nuking the economy The no war President is threatening war The drain the swamp President is promoting corruption The crypto President launched multiple rugs The release the Epstein files President is hiding the Epstein files Bit confusing if you ask me
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haritzaldazabal retweeted
Called an $UBER X and a $TSLA Model 3 showed up. The driver told me he bought it for Full Self Driving so he doesn’t have to do any work while driving Uber. He let FSD handle the entire trip while he talked about how amazing it is. It was a smooth ride, no interventions. At this rate, drivers might not be needed much longer… @elonmusk is a beast
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Replying to @TheFlowHorse
The one that trades their system, knows their expectancy behind the trade and what the probable range of distributable outcomes are in terms of expected value behind the trade.
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haritzaldazabal retweeted
Someone that constantly blame, complains and attacks others tells you more about them than others. It is usually a clear sign of selfishness, closed-mindedness, a refusal to take responsibility, and a deep-seated need to project their own insecurities, deflect accountability, and control the narrative to protect their ego. This type of individual is reflecting their shortcomings onto the world. I highly suggest thinking twice about associating with such individuals, they gain energy by stealing yours. It is very easy to be enticed by such individuals because they are usually very strong talkers. Their ability to influence usually fails in highly stressful situations, when they have to come through or when you have the ability to cross check their statements with other third parties that are in contact. I have gotten to know about a dozen of such individuals in my lifetime and they almost dragged me down with them on multiple occasions. In their view either you are their friend or their enemy. Not supporting them fully equals treason, they’ll be loud about it, blame you… Don’t let the show blind you.
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haritzaldazabal retweeted
The art of no deal •Trump increases tariffs on China to 30%, then escalates them to 84% •China responds with reciprocal tariffs •Trump raises tariffs further to 145% •China again reciprocates •Trump publicly states he wants President Xi to call him •China remains unresponsive •Trump signals willingness to “make a deal” •China continues to hold its position .. US doesn’t know what to do now. China was clear, roll back tariffs and we will open up discussions. This is a pure ego response by Trump and typical response.. tripling down on the losers and hoping to get bailed out, same response in the prior business ventures too.
🚨 WHITE HOUSE: BALL IS IN CHINA'S COURT
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haritzaldazabal retweeted
Tariffs memes are the hottest thing right now, so post your favorites👇🏻
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haritzaldazabal retweeted
The question is does the leadership care about the market now that they made hundreds of millions on unregulated Crypto?
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haritzaldazabal retweeted
Jim Simons performance is the best ever. 66% per year on average for 30 years. At this rhythm $100 would turn into $401,090,745 within that time frame. In other words, the self imposed liquidity cap of $10billion would have been reached after 30 years if Jim started with $2.5k
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haritzaldazabal retweeted
Pyramiding Time for another video release. I constantly see questions about pyramiding and in the spirit of giving back here is the tutorial video I had made while trading actively. youtu.be/IM0emiRBEFI?si=oeDg…
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I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made) I’ll pick the winners in 72 hours
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Some of the fastest things in the world
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Monthly reminder to go hug someone
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