Kyle @0xkyle__ Twitter profile

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Kyle

@0xkyle__

10 months

🚨 A MEGA THREAD OF ALL MY RESEARCH 🚨 PAST, PRESENT AND FUTURE 🔬🔮 👇👇👇

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Kyle

@0xkyle__

9 months

@Caedrel thank you, my favourite LPL caster <3

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Kyle

@0xkyle__

2 years

IN PROGRESS: A COMPLETE TIMELINE OF THE WHOLE FTX COLLAPSE SO FAR 📄 SCROLL ALL THE WAY DOWN FOR MOST UPDATED NEWS. ALL TIMES ARE IN SGT (Singapore). Americans are 12 hours behind. Europeans are 7 hours behind. Please add on if I'm missing, and RT for support <3

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Kyle

@0xkyle__

2 years

🚨 I read through and summarized ALL the 2023 Crypto Outlooks from the BIGGEST COMPANIES so that you don't have to 🚨 AN OMEGA THREAD 🧵 Companies: Fisher8, Pantera, VanEck, Coinbase, Messari, New Order, Arca Funds, PwC, a16z Missing Delphi / The Block bc I don't have access

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Kyle

@0xkyle__

5 months

there are two rules everyone knows to follow in the bull, but no one actually does. it will cost you thousands, millions of dollars, before you actually internalize it. they are: never fade the trend, and always buy the leader. these rules come in pairs. memecoin leader pumping?

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Kyle

@0xkyle__

2 years

Alpha on how I conduct narrative trading - A banger image thread 🧵 These are from my older notes, but still quite applicable I'd think Prep work before buying:

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Kyle

@0xkyle__

2 years

⚠️ Curated Image thread of Nov Narratives (🧵) ⚠️ This one's mine

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Kyle

@0xkyle__

8 months

tweets i regularly think about

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Kyle

@0xkyle__

1 year

@Caedrel NOOOO i wanted to watch u on the caster desk

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Kyle

@0xkyle__

2 years

didn't he have laser eyes

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Kyle

@0xkyle__

2 years

1/ Haven't done one of these in a while. But this project really excites me, and I think it deserves a thread. Here's what @dammfinance is building and why it sent shivers down my spine 🧵

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Kyle

@0xkyle__

2 years

Narrative Trading #1 : Introduction - How To Find Alpha 🔎 & Research 🔬 Multiple threads on this topic will be coming out in the next few weeks, where I expand on narrative trading On to the 🧵:

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Kyle

@0xkyle__

2 years

man, singapore really shot itself in the foot 3ac leaving is huge, indicator for other firms that might be looking at sg to look away idk man MAS is being prudent but at the cost of looking too hawkish understand fixation on protection but at what cost?

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Kyle

@0xkyle__

3 months

pretty sure that the entire space collectively agreeing that "VC / CEX / high FDV coins are over" and coming to the conclusion that "there's now no way we can go higher" is a sign of market maturity, and instead of whining about it your job is to now extrapolate from ytd

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Kyle

@0xkyle__

23 days

btc: pulls back by 25% ct: this industry wont be here in 5 years, there is no future i think we’re getting closer

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Kyle

@0xkyle__

22 days

i still remember the days where CT was actually filled with alpha - either trading knowledge, portfolio risk management advice, or just actual key opinions about the markets where did everyone go?

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Kyle

@0xkyle__

2 years

Crypto is in a bear market. But the fundamentals haven't changed. Understanding WHAT makes crypto special will help you navigate these tough times:

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Kyle

@0xkyle__

1 month

A personal story - I’ve been all in on crypto since the very beginning. Not just in trading, but in my career - as a student, all I’ve done are crypto internships, whether during summer breaks or during the semester. I’ve done this since joining in 2021, where I bought LUNA,

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Kyle

@0xkyle__

2 years

JUST GOT AN EMAIL FROM @CelsiusNetwork @DegenSpartan @cobie

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Kyle

@0xkyle__

11 months

@aditya_baradwaj lol pls do more

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Kyle

@0xkyle__

9 months

CT narratives in a nutshell

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Kyle

@0xkyle__

2 years

@carolinecapital @cz_binance this app is gold biggest cexes in the space pvping it on bird app never change

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Kyle

@0xkyle__

2 years

5 great mental rules you should abide by if you're just starting out in Crypto / Web3 🧵👇 Not exhaustive, but from personal experience, if you can apply these and derive the extensions of these, you can do well in the markets.

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Kyle

@0xkyle__

2 years

ah yes gamefi

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Kyle

@0xkyle__

10 months

@thebausffs It’s all up to weinerman now

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Kyle

@0xkyle__

2 months

let me tell u whats happening right now. @0xAnteater put it quite poetically - a rising tide raises all boats, but the crypto boat is full of holes created by celeb coins, scammers, exit liquidty its really quite simple - money in an isolated system is energy, it cannot be

ZachXBT

@zachxbt

2 months

@FloydMayweather Does Floyd deserves a 13th chance? After profiting tens of millions from Mayweverse, Ethereum Max, Bored Bunny, Real Floyd NFT, Moonshot, 2018 ICOs, & more.

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Kyle

@0xkyle__

1 year

no trading advice has ever helped me more than these 3 (which are all variations) 1. sell when u feel like taking a screenshot, buy when it feels over 2. sell when everyone is talking about it, buy when no one is 3. sell when feels comfy, buy when it feels uncomfortable

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Kyle

@0xkyle__

2 years

I sincerely believe that the next big thing in $MAGIC won't be derivatives - what is it? If you're a builder, here's my honest thoughts on what should be built for the ecosystem 👇 to find out

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Kyle

@0xkyle__

2 years

I read through the bankruptcy filing of FTX (just published), so that you don't have to. Here are the worst parts - and it starts off with a banger:

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Kyle

@0xkyle__

3 years

so @enjoyooooor just gave whitelist to all @SmolBodies and @SmolBrainsNFT stakers... This is why I love MAGIC, but more importantly I believe that this is a huge bullish signal for the entire magic ecosystem because...

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Kyle

@0xkyle__

2 years

i worked with @Newmancapitalvc to push an introductory piece to zk-EVMs and the @Scroll_ZKP product, give it a read here: Made it as easy to read as possible for non technical audiences, hope you guys enjoy ;)

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Kyle

@0xkyle__

2 years

1. WEEKLY CRYPTO NARRATIVE COVERAGE #1 A must-read for any narrative trader, I'm covering all narratives + possible upcoming ones for BOTH NFTS & COINS: - LSD - SOL - Artblocks... AND MORE A 🧵

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Kyle

@0xkyle__

1 month

I'm extremely excited to announce that I'm joining @artemis__xyz as an analyst in NYC - Helping them accelerate to be the de-facto product across all crypto users in the world If you're in NYC and are a protocol that needs data / a fund that wants to chat, reach out <3

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Kyle

@0xkyle__

2 years

Weekly Narratives #2 - 16 Jan - 22 Jan, 2023 This one's chock full of information that you don't want to miss.

0xKyle's Weekly Market Narratives #2

SOLANA. SUMMER. 16 Jan - 22 Jan, 2023

0xkyle.substack.com

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Kyle

@0xkyle__

2 years

Extremely good mental models that imo everyone should learn / be aware of:

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Kyle

@0xkyle__

10 months

@Cointelegraph 🚨 BREAKING: COINTELEGRAPH INTERN FIRED AFTER MANIPULATING BITCOIN PRICES, REPORTEDLY.

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Kyle

@0xkyle__

2 years

used to think influencers weren't that harmful but seeing people commit suicide / lose their homes from LUNA i now believe that influencers should be held more accountable like how fked do u have to be to shill luna when it's collapsing?

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Kyle

@0xkyle__

5 months

my only advice is to trust yourself. trust your own analysis. people told me crypto is worthless. bull market now. people told me btc nfts are stupid. ATHs now. people will always tell you all sorts of stuff. one high hit rate trader says long, another says short. what do you do?

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Kyle

@0xkyle__

3 years

smols, do your thing and help spread the word!! i made a thing @Treasure_NFT

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Kyle

@0xkyle__

2 years

Short thread on the different types of narratives and how I like to play them 🧵

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Kyle

@0xkyle__

2 years

what happened to the nintendo of metaverses guys

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Kyle

@0xkyle__

9 months

PSA:

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Kyle

@0xkyle__

2 years

How to create economic incentives in the next generation of games: For game designers: Important to understand and implement For investors: Important to identify and tick checkmarks on the scorecard 🧵 👇

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Kyle

@0xkyle__

2 years

ALRIGHT IT'S HERE,MY FIRST GIVEAWAY, IT'S KYLE X @BattleFlyGame . 3 whitelist spots for this PvP/P2P DeFi game, part of the @Treasure_DAO ecosystem built on Arbitrum! #Giveaway : 1. Like + RT 2. Tag 2 friends 3. Follow @0x_fren and @MagicHourPod draw in 48 hours!

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Kyle

@0xkyle__

3 months

LRTs have no points IO net has no GPUs the top narratives of 2024 entirely collapsing on themselves

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Kyle

@0xkyle__

2 years

where are we?

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Kyle

@0xkyle__

3 years

$magic analytics thread time we’re seeing a sudden increase in the price of magic, it’s up 33% 24h. The last time we saw magic hit such peak highs was during the previous migration of treasures - an bullish event that onboarded many people who owned treasure but

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Kyle

@0xkyle__

3 years

It’s time for another “why i’m bullish on treasure”. With the recent release of their docs, I feel that it’s apt for me to again, attempt to explain this giant ecosystem with my smolbrain ( I didn’t think I did a very good job last time)

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Kyle

@0xkyle__

6 months

Solana season only has a few strong tokens so far, like: $JUP / $TENSOR / $PYTH / $JITO, with some of the most hyped ones still not released $SAROS seems greatly underlooked - as one of the leading aggregators on Solana, it should be on par or even better than $JUP A 🧵

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Kyle

@0xkyle__

2 years

@davidgerard the "see what happens" part is the part that killed me like, damn we see now

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Kyle

@0xkyle__

8 months

i think alot about that one GCR quote that tells you that you should be "risk on when it starts, and risk off as it ends - yet most people do the opposite" it's common sense but amazingly i've seen it in my own execution time and again. i'm sure you're feeling it as well right

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Kyle

@0xkyle__

1 year

- asia country - chinese - 3ac, luna all had their hq here - DBS ceo loves crypto - Temasek invested in FTX sometimes people even think we're in China as well i don't see a better narrative HK -> SG coins wen?

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Kyle

@0xkyle__

2 years

Executive Summary of the most common trends cited across all 2023 market outlooks: I also forgot to add - An emphasis on a reversal of liquidity conditions needed to bring back investor confidence

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Kyle

@0xkyle__

11 months

> post actual research: no views > post "how to copytrade smart money" featuring zerion and debank: viral

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Kyle

@0xkyle__

2 years

yoo to the person who j pledged, idk if you’re reading this but u just made my entire fucking week man like, this feels amazing, akin to making your first sale? im just so happy that someone likes it so much to give money to me ; legit thank u so much from the bottom of my heart

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Kyle

@0xkyle__

5 months

- new coin - range lows, nice chart - eigen beta - ETH beta

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Kyle

@0xkyle__

3 months

lots of signals pointing this to be a generational bottom: - alt / btc structure reset - btc supply will halve, causing it to go up a lot - ksi saying gcr is washed - gcr getting hate for being washed - retail has started shorting

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Kyle

@0xkyle__

11 months

if u want to fight with sgporeans and queue here are the legit local reccomendations no mbs, no town food

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Kyle

@0xkyle__

11 days

alpha is not on twitter - a short writeup: Crypto as an asset class is highly reflexive through the sole reason that is so small; its why people specialise in “trading attention” ; because there is massive power when everyone decides to long one particular coin (INJ, SEI). Think

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Kyle

@0xkyle__

1 year

New Substack Just dropped

Are You A Trader Or Are You Just A Lucky Gambler?

You and I are probably more of the latter, if I were to be honest

0xkyle.substack.com

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Kyle

@0xkyle__

2 years

Weekly Narrative Trading Alpha #4 :

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Kyle

@0xkyle__

2 years

Here are 6 core sectors that I'll be betting big on in the next few years I can't give you a fish, but I can teach you how to fish. Also, if any VCs do read this, I want to know your thoughts / counterpoints / agreements. 🧵👇

Kyle

@0xkyle__

2 years

narratives aren't narratives until they start you can only do your best to identify the areas that you believe will scale in the next 5 years and bet on those think I'll do something where i just discuss possible narratives and my thoughts on them might be fun

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Kyle

@0xkyle__

7 months

During a family dinner last week, one of my relatives who runs a foreign exchange company and has quite an open mind asked me to explain "the digital asset boom" to him, from my perspective Here's how I put it: - Crypto markets are first and foremost, an entirely different

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Kyle

@0xkyle__

3 years

smol follow smol bayc follow bayc smol follow bayc bayc follow smol deal?

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Kyle

@0xkyle__

3 years

$magic podcast cmin soon, who wants to listen?

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Kyle

@0xkyle__

8 months

feels like this is the part where everyone goes maniacal - jto airdrop sending absolutely everyone into a fomo frenzy - retailers coming back - mainstream news outlets now talking about bitcoin here HTF expect this to be toppish, LTFs we can probably extend for weeks. It

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Kyle

@0xkyle__

5 months

let me tell you a story. a tale as old as time. a man yearns to buy a coin. he begs the gods for an entry, and he watches as the coin grinds up, oblivious to his cries. the man, frustrated by this, vows to finally buy after seeing the coin at all time highs. the gods, amused,

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Kyle

@0xkyle__

2 years

glad to see the canto chat still bussin

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Kyle

@0xkyle__

1 year

an example of "invert": 3ac -> ftx -> now "regulation" the normie take is: lol crypto is so screwed invert take: why has this asset class not died despite facing literal hell, is it antifragile? once again, humans are bearish at the bottom

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Kyle

@0xkyle__

2 years

bored so here's some reasons why i think magic can go absolutely parabolic, views are my own let's start by explaining my favourite ponzinomics - magic is an inherently scarce resource, and by basic economic laws price go up when demand up / supply down (Ceteris Paribus)

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Kyle

@0xkyle__

1 year

Narrative Trading #2 - Thesis & Invalidation This is the 2nd thread on this topic on how to narrative trade, the first thread can be found at the end of this post

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Kyle

@0xkyle__

8 months

the entire CT talking about the next meme coin being PEPE, BITCOIN, etc. and it ends up being something different entirely lesson in there

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Kyle

@0xkyle__

2 years

we will never see conditions like 2020-21 ever again

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Kyle

@0xkyle__

1 year

started here aug/sept 2021 don't have the growth hustle of social media experts, mostly bc i really j prioritise enjoying what i post more than anything else so thank ya'll for liking what i post as well thank you, each and every one of you, for 10k ❤️

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Kyle

@0xkyle__

7 months

AI is the top narrative of 2023 Yet the top performers of AI are on an incredible dip TAO $360 -> $250 RNDR $5 -> $4 OLAS $8 -> $6 In 3 months you will be wondering why you didn’t buy the dip

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Kyle

@0xkyle__

1 year

does exist a platform that calculates your onchain pnl accurately exist? debank / wallet trackers only show an overview + the history feature is kinda buggy i want something that tells me the cost basis of a coin that i'm buying over time, and my P&L pls shill if that exists

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Kyle

@0xkyle__

2 years

low engagement? watch this - we probably will not see prices go to ATHs ever again - there is no usecase of crypto outside our niche little bubble - opportunity for generational wealth is gone

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Kyle

@0xkyle__

3 years

A probabilistic calculation for $MAGIC: 1. MAGIC up only is the only scenario i see. 100% probability 2. MAGIC at $100 will make me very happy. Hence, $100 is a good price target. Therefore EV = 100% * $100 = $100 smols back me up, let the hedgefunds know a 50x is coming

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Kyle

@0xkyle__

2 years

@FatManTerra @stablegains WHY combinatoooor

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Kyle

@0xkyle__

2 years

How to build an edge 🔪 in the markets, and why you should do it: A 🧵 on something VERY important you should work on in the 🐻 to help you become better at trading 👇

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Kyle

@0xkyle__

2 years

In a multi-chain world, Omnichain Protocols play a huge role. They bridge liquidity instantly from the "walled gardens" of L1s - and with so few, they are well-positioned to capture huge market share. Here are my favourite omnichain protocols to keep an eye on: 🧵

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Kyle

@0xkyle__

9 months

In case any of you are interested, here's the latest updates about $MAI Note: NFA, just updates. 1. The thread that started it all:

ML

@c0xswain

9 months

Gm frens, i've been shilling $MAI over the past few days and no doubt price did full send from their LBP raise However, I'd like to bring ur attention to some very suspicious transactions and info i've uncovered while doing DD and wallet tracking

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Kyle

@0xkyle__

3 years

Alright bois imma do my best to explain the upcoming "Awakening" of the treasure. I might explain some concepts wrong but it's 230 am here and I'm hella tired but this is so awe inspiring that i literally can't sleep until I explain it so A 🧵

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Kyle

@0xkyle__

7 months

the best thing about on-chain trading are the statistics that prove what many people say about trading

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Kyle

@0xkyle__

2 years

delphi macro report deserves a substack of its own, by far one of my favourites. packed full of macro insights which is exactly what we need right now well done

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Kyle

@0xkyle__

1 year

1/11 This week's project spotlight: LEVEL Finance Level might be the most undervalued Perp DEX I've seen! It's -73% from ATHs - yet it still collects the 3rd most amount of fees across all perp DEXes Here's ALL THE DATA you need to know about the decentralized perp DEX

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Kyle

@0xkyle__

2 years

It's amazing how so many protocols are just soft rugging every day and you don't even know it Casually not producing work after being funded millions, some "updates" here and there to avoid being zacch'ed As @DegenSpartan once said "Legally wrong != morally wrong"

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Kyle

@0xkyle__

1 year

on chainoors how useful is wallet watching / tracking on chain flows for you really? have you made money?

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Kyle

@0xkyle__

3 years

magic rlly was my ticket to 7 fig and i just blew it smh

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Kyle

@0xkyle__

3 years

need to remember that - i dont have to have an opinion on all tokens - i dont take risk by NOT being in certain trades - i dont have to outperform funds - i just need my own numba go up, and not lose it advice from @DegenSpartan

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Kyle

@0xkyle__

1 year

whoever makes the first blockchain that simplifies building d-apps like how apple simplified building apps on the appstore will revolutionize the entire industry

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Kyle

@0xkyle__

2 years

GM To prepare for next cycle, I'll be publishing short research threads on microcap protocols I find; After all, that's how you find 100x's Follow me to keep updated on my research! “For those properly prepared, the bear market is not only a calamity but an opportunity.”

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@0xkyle__

3 months

u guys also understand that we are rehashing the same issues we’ve faced for 5+ years right? this is not new, literally look at any chart that was launched 2017-2018 / ico mania time? time is a flat circle. the only reason why its so “loud” now is because crypto is slowly

David G 🏹

@d_gilz

3 months

The elephant in the room in alt markets is that all of these new launches are tremendously mispriced in their private rounds and participants have gotten wise enough realize this There are no buyers for your shiny new 5b FDV VC token, so how do we solve this? These types of

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@0xkyle__

2 years

As bull resumes, here’s my core systems analysis that i always apply: 1. Conviction thesis - know what the short and long term dates for your conviction are, don’t be a conviction bagholder

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Kyle

@0xkyle__

5 months

so we have - 100%+ funding across the board - taxi drivers checking crypto prices - coinbase app jumping like 200 places in a week or something - boomers asking fund managers to get them in - ecommerce gurus posting crypto charts again this is why we can't have nice things

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Kyle

@0xkyle__

1 year

just an update - not a directional statement: - CT big brain traders are more flat than bullish (Cobie's Feb tweet, etc.) - People I talk to are also flat - The people that are long are mostly the real degens (and hence why trash is pumping) ngl, a good bear case can be made

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Kyle

@0xkyle__

1 year

About Futureproofing Your Life: The problem with the human perception of time is that we live in the present and we can only perceive the present. In fact it actually takes a rare combination of intellect, self awareness, and general wisdom to plan for the future.

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Kyle

@0xkyle__

8 months

GM. Today I released my memo on the 2024 crypto markets. I write about how I think 2024 plays out, and what the top narratives will be. I've been working on this for the past week - hope you like it!

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Kyle

@0xkyle__

2 years

Today’s coins & thesis: - $HOOK: Newest CT Darling - $AXS: Bullish unlock as always - $FIL: The @Rewkang effect - $GMT: Chinese stepping coin - $APE: NFT Index coin - $MANA/ $SAND: Metaverse rotation from AXS - $APTOS: Hsaka selling but price not moving, bullish?

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