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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pretty torn ab this crypto debate bc the institutions that enabled such things are now turning around and saying yea these things suck like lmfao oh well life eh

Another day of the glorious bull market in equity land. Afraid of US overvaluations? Fret not, Japan and Korea markets shall gap up 5% to allay your fears! Come one, come all, to the greatest bull market of all time!

might be retarded but think the deleveraging event is over and stonks just continue to do well

we are about to enter the most prosperous age for humanity in our lifetimes, how exciting is that

meh yall just need to read LKYs books more in depth. he specifically says a few things 1. diff strokes for diff folks. sg did what it did bc of its environment and people. u cannot copy it exactly (duh) 2. sg stifled entrepreneurship bc of pop size. sg had a pop of 3m - what are the chances we have a zuck / elon popping up? he optimized for max utility and defined rewards instead of taking risks (also, as a consequence of our geopol position as well) 3. but he also emphasizes getting overseas education, plucking people from private sectors into public sectors, and paying them well all bc of sgs stature and inability to provide the same global experience he actually predicted chinas rise bc of this. in 2008 he was talking about how china was getting global companies into china to learn - and at that time they only had their little cherry; but he said in 20 years they'd have their own lexus / automobile / luxury cars and now we have BYD Xiaomi lux cars taking over the world anyways honestly the SF cabal should look toward another great global experiment - El Salvador's @nayibbukele iirc (correct me if im wrong) hes a great lky fan and modeled alot of el salvadors latest endeavours based on it twitter.com/0xkyle__/status/20...

If your perception of the Beijing 2008 opening ceremony is “useless gimmick but kinda fun” instead of “a moving symbolic representation of a civilizational tremor” you have a profoundly unworthy sense of history twitter.com/apralky/status/202...

one thing that i have been thinking about is how the US equity market is truly abnormal, not the norm, to put such a premium on multiples and such high margins - and with AI commoditizing knowledge and the new ex-US rise, it makes me wonder how trad markets will start to price this ; we are starting to see this with software stocks coming down - but with china cutthroat culture comimg to the world, i wonder how ex US will evolve in the coming decade twitter.com/0xkyle__/status/20...

these types of posts always sound retarded to me bc 1) its sensationalist fearmongering ; 2) seeing is believing, especially in crypto, every cycle we have the same shit "hearing things, a large entity blew up", gets lots of views, and then no names appears ;

was sent a pretty in-depth report on what's driving the crypto unwind. the short version: a large non-crypto entity likely based in HK was running JPY carry trade funding into leveraged IBIT options + Binance positions + precious metals. Oct 10 blew a hole in the balance sheet

does there exist a insilico terminal equivalent for stocks - esp for ibkr / webull and is it possible to build this?

closed 70%, riding the rest to 73-75k if we get it twitter.com/0xkyle__/status/20...

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