Kyle

Kyle

44,830 Twitter followers

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first principled, thesis-driven investor tweets are myself, not representative of @defiancecapital

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the largest edge in investing will always be an acute understanding of cyclical human nature because even if the world around us changes, human nature doesnt, and human nature is what drives markets its why "this time is not different"

tbh when u look at some of these valuations it's pretty obvious why crypto alts behave the way they do Blackrock: 152b ETH: 290b Airbnb: 80b SOL: 76b Jollibee: 4.4b PEPE: 4b Jetblue: 1.4b ARB: 1.4b i'd say crypto is a success at making magic money real tho

anyways all i know is that if you missed the crcl trade, this will likely be the largest next tradfi adjacent trade to appear. if you're in crypto, you have an edge in knowing how these things work; we were all literally EARLY to using USDC lmfao

btw can someone tell me why for 4 years no one built tokenised equities after Mirror, and then suddenly everyone's building it now?

btw can someone tell me why for 4 years no one built tokenised equities after Mirror, and then suddenly everyone's building it now?

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