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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i cannot understate how early you are, the turbo normie knows nothing about this. grabbed lunch w a couple of classmates, none of them talk about this shit. twitter is the fringe of the fringe, and this gives you an advantage. it's been 3y since cgpt, and people still think AI hasn't made any advances. glhf

Today, you really cannot focus on climbing the corporate ladder, relying on a monthly salary, or even building a traditional cash-flow business. These are all dangerous. You need to be invested, deeply invested, in the assets that have the most to gain from a rapidly changing

tbh i think people confuse the causes here. the loneliness epidemic didnt cause the rise of OF, they are both symptomatic of a larger problem - hypergamy ; young males are just becoming increasingly priced out leaving them single against their own wishes ; twitter.com/0xkyle__/status/20...

being a founder is now the status equivalent of being a FAANG engineer back in 2021 im actually so glad AI will send this to the ground bc everytime i click on a twitter profile it says "founder @" and its some slop ass 0 ARR middle management software with no moat twitter.com/0xkyle__/status/20...

the past 4 months in equities has showed me that ex-US is in a structural bull market while US has insane volatility yet has to deal with currency depreciation + not-bull market PA of 20%+ moves in both direction therefore, allocation is now 75-25 ex-US/US we ride

it really just turns out you can long this and get rich

trad markets are so chock full of people who believe markets are calculated game theoretically optimal structures that have no efficiencies whatsoever and look at me in disgust when i tell them i'm up 30% ytd buying random japanese semicon stocks and space stocks that go brrr

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