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0xKyle's Research

0xkyle

Meticulously written, buyside liquid trade ideas. Read by the top institutions and hedgefunds in crypto. Currently analyst @ Defiance Capital

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Substack
PricingOnly free issuesPublishesWeekly
Issues109Founded4 years agoLast Issue5 months ago
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0xkyle.substack.com
Artwork for 0xKyle's Research

Latest Issues

The 2026 Gameplan

It’s that time of the year again. As 2025 comes to a close, I’d like to take this time to reflect on my journey thus far. I’ve been writing these memos since 2022, so this is the 4th yearly memo I’ll have published. It seems not too long ag...

5 months ago
63
3

TCGs & Collector Crypt

First things first - some disclaimers:

  1. I hold CARDS.

  2. THIS ARTICLE WAS STARTED WHEN CARDS WAS ON ITS FIRST DRAWDOWN AT 0.1547. I AM POSTING THIS AT ATH LMFAOOOOO. But on a serious note, I didn’t try to time the price, my prioriti...

9 months ago
16
2

The Evolution Of Speculation

The term "Internet Capital Markets" mean many things. In today's context, Internet Capital Markets refer to the alchemical outcomes that comes purely from the benefits of blockchain technology: fin-tech that transcends geographical boundari...

10 months ago
23

On-Chain Microcaps

(Full Disclaimers below. Not financial advice. All content reflects my personal views only - not those of my employer, and is for general information only; They do not constitute endorsement, advice, or guarantees, may include ads or undisc...

a year ago
12

How I'm Playing This Market

Gmeow, here’s a q2 update for how i’m adjusting my playing style for crypto markets. It’s been a very tough year, and the game has been getting exponentially more difficult since 2021; this article serves to help me structure down how exact...

a year ago
27
2

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