Kyle @0xkyle__
first principled, thesis-driven investor @defiancecapital tweets are myself // NFA 0xkyle.substack.com/subscribe sometimes I write Joined November 2015-
Tweets15K
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Following718
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macro is just such a fugazi to me bc youre trying to forecast a system thats made up of infinite parts based on a few numbers that come out on a time horizon not worth considering when actual change takes 100x longer to integrate and see results of
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Kyle retweeted
If Gen-Z boys don't believe in gender equality, it's because they've never experienced gender equality growing up in a world in which: • Masculinity is called "toxic" and they're made to feel like creeps just for existing. • College admissions openly discriminate against them.…
If Gen-Z boys don't believe in gender equality, it's because they've never experienced gender equality growing up in a world in which: • Masculinity is called "toxic" and they're made to feel like creeps just for existing. • College admissions openly discriminate against them.…
Gone under the radar but IMO OE is a stablecoin protocol that has seen immense growth - theyre available on Binance as collateral too, which is pretty huge
Gone under the radar but IMO OE is a stablecoin protocol that has seen immense growth - theyre available on Binance as collateral too, which is pretty huge
every project and investor should read this
sell when attention peaks & you want to take a screenshot buy when it feels like its over
wtf its 100k now lol
Why is everyone suddenly telling me they collect pokemon or magic the gathering cards
The Art, Cars & Collectibles market is larger than Gold Of this, 7bn alone is estimated to be attributed to Trading Cards
there is no need to fear trading below mnav as long as there is no debt, or margin call, or retards who decide to sell the underlying momentum stalled sure but base case is just more chop really
Exactly. Not saying that crime should be allowed, but I think it is far more +EV to focus your limited energy into the things that matter. @TopherGMI
Kyle retweeted
"All our applications have found PMF in slightly different ways - perp dexes for equities, stablecoins for payments, and now NFTs for tokenization. This is the holy tripartite man. Perps, Stablecoins, Tokenization." 🎯🎯🎯
the new NASDAQ ruling is imo good lol good to see regulators finally decide to take the wheel dont think all DATs are bad but it was getting quite egregious, and trash should get taken out hopeful outcome is that the true pristine DATs rise to the surface and become vehicles…
the age old tale of btc going down and everything going down with it
Once again K believe crypto people are so ahead of the curve that they have psyopped themselves into thinking its a nothing burger Perp dexes before everyone else -> its cool, but not THAT great Robinhood goes wild over it. 0 to 1 innovation in financial markets, akin to 0dtes.…
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