Kyle
@0xkyle__
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i like to make asymmetric bets @defiancecapital tweets are myself // NFA
sometimes I write
Joined November 2015
only in crypto do we have the issue of front ends for some reason taking away money like come on guys its 2025 the DAO experiment failed 2 years ago jfc
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the only charts ive posted in the past 1 month were the silver charts (twice) and gold charts (once) so basically, ditto what he said
Long gold and silver is a high risk/reward, sleep-at-night trade, that you can put on in great size. This gold move is just getting started, after digesting the August-October leg. I have been long gold on-and-off all year starting in March, and sold it all publicly the day of
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i am quite enjoying the intellectual rigour figuring out my edge in equities. so far, it seems that my biggest mistake is interpreting many things with a bearish skew, and while sometimes it lets me sell the top, it doesn't account for the fact that price ends up growing back
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feudalism is a pretty good mental model and something i've kind of concluded but not known what it was - that is, that people are far more invested in trying to not break what it already working, with vested interest in continuing the status quo
The data says you are correct @hkuppy 1. Share of wealth owned by Americans > 70 years old is at record levels and rising 2. 83% of new jobs in 2025 are health services (keeping said asset owners alive). This has been steadily rising from just 3% of total new jobs in 2021. 3.
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the best advice i've received regarding this is to disengage. Most advice regarding "letting go" always involves doing something. "Be mindful" or "notice the thought and let go". The solution isn't to *do something*, but to NOT DO something instead!
Had a wealthy friend tell me "Your goal in life should be to reduce the amount of time it takes you to get out of a bad state." The bad states you go through are normal. What matters is being able to consciously catch yourself before you react to them. When something bad
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that part of the bear market when i realised i really should have made way more in AI season
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hyena coverage by 0xkyle long and earn 12% APY short and earn funding fees + USDe base rate either way, make money on your stables while trading https://t.co/8svplcy6kV
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had a good chat with @defi_monk about how current valuations were 1/ not asymmetric 2/ not overvalued nor undervalued 3/ that the idea of being long was contingent on valuations reaching irrational stages and "animal spirits" 4/ but, it wasn't a good thesis, that no bubble is
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Basically 95% got rich from crypto from 3 things Being early (2-3+ cycles ago) Going all in 1-2 alts early and being right (most wrong and go bust) Being a scammer
people give weight to and listen to advice from those who got rich/successful in crypto except they give advice completely irrelevant to how THEY got rich study what people do, not what they say good example: Arthur Hayes made money doing a physical bitcoin carry trade
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yea people love asians but arent ready for what that actually means in the workplace btw
If every CEO were like Hock Tan, it would be wonderful. Broadcom investors must be very reassured. Imagine having a CEO who is so focused on extreme cost-cutting.
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The K shaped economy discussion has been done to death but what Ive come to see is its not a K shaped economy Its a local economy vs global economy dynamic The guy who bought the 50m penthouse in New York is the same guy that bought the 50m Bungalow in Singapore that bought the
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The cognitive dissonance on CT now has reached a turning point. Cyberpunk PFPs used to represent cypherpunk libertarianism. CT used to stand for anonymity, the ability for "internet PFPs" to rise up in a wholly unbridled meritocratic manner. Now we instead worship the suits,
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if u look closely, he closed all the positions that arent going up, and left open all the ones that are you may think im trolling, but these are Jesse Livermore's stock trading rules someone great once said: treat your coins like your prize fighters. winners win, losers lose
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