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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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

why are people even speculating on this bro left and is no longer affliated it's not that hard to figure out twitter.com/0xkyle__/status/20...

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