0xkyle__'s profile picture. first principled, thesis-driven investor @defiancecapital 

tweets are myself // NFA

Kyle

@0xkyle__

first principled, thesis-driven investor @defiancecapital tweets are myself // NFA

i bidded the degenping dip

0xkyle__'s tweet image. i bidded the degenping dip

now is the time if you're flush with cash you go shopping unfortunately, no one has cash anymore, everyone got liquidated, and if you didn't, you're just stuck in underwater positions lol!



lol, lmao

i will say one thing - just some food for thought, NFA everyone is waiting for "more news to buy" often, once that news comes, price moves off , because everyone is waiting for it buy the fear, not "buy the confirmed safe once you're marked safe" nfa though



DEGENPING WAS RIGHT YET AGAIN


i will say one thing - just some food for thought, NFA everyone is waiting for "more news to buy" often, once that news comes, price moves off , because everyone is waiting for it buy the fear, not "buy the confirmed safe once you're marked safe" nfa though


join us @Liminal_HQ talkin bout markets w chads x.com/i/spaces/1jMKg…


Kyle 已轉發

Great insights. Zooming out for you more web2 attuned folks on why CEXes are making a comeback and will drive the next leg up: 1) Market consolidation via controlled economies. Perp DEXes thrived on low/no KYC and insane leverage (100x) which provided a barrier to entry vs…

I can't offer thoughts on perp market mechanisms, because it is not my specialty What I can offer, is my market thoughts - and I believe there is a structural trend shift. Firstly, the entirety of 2025 was propelled by a DEX vs CEX through the birth of Hyperliquid and on-chain…

0xkyle__'s tweet image. I can't offer thoughts on perp market mechanisms, because it is not my specialty

What I can offer, is my market thoughts - and I believe there is a structural trend shift. 

Firstly, the entirety of 2025 was propelled by a DEX vs CEX through the birth of Hyperliquid and on-chain…
0xkyle__'s tweet image. I can't offer thoughts on perp market mechanisms, because it is not my specialty

What I can offer, is my market thoughts - and I believe there is a structural trend shift. 

Firstly, the entirety of 2025 was propelled by a DEX vs CEX through the birth of Hyperliquid and on-chain…
0xkyle__'s tweet image. I can't offer thoughts on perp market mechanisms, because it is not my specialty

What I can offer, is my market thoughts - and I believe there is a structural trend shift. 

Firstly, the entirety of 2025 was propelled by a DEX vs CEX through the birth of Hyperliquid and on-chain…


be the bid you want to see in the world fc mnt 1h

0xkyle__'s tweet image. be the bid you want to see in the world

fc mnt 1h

As more people dissect what happened yesterday, it will become clearer that Bybit showed better execution and professionalism, like they did in previous times of crisis Culture shifts take time to play out, but this is just the start of Bybit's exponential growth story. gMNT


now is the time if you're flush with cash you go shopping unfortunately, no one has cash anymore, everyone got liquidated, and if you didn't, you're just stuck in underwater positions lol!


it'd be pretty funny if equities gapped up on open and they continued dancing while crypto just lies on the floor convulsing having a weekend flash crash with 40 billion dollars wiped out for no fuckin reason at all hahaha


twitter kinda based these days

Peter Thiel has said numerous times that when you give money to people, you expect them to express gratitude but instead they usually become resentful, hostile dependents who despise you. You don't know this because you don't give charity on at a significant scale.



Kyle 已轉發

Alot of you have been through moments like this before and you know it always ends the same way. I've not seen this much pain in MANY years and as unfortunate as it is a huge opportunity was just created. The facts are there is a HUGE dislocation in the market right now - alts…


Kyle 已轉發

Most of the hate I get is understandable. Wealthy guy doing unusual things for health. Looks weird. Acts weird. Says weird things. Ok. There’s also something else going on. Ultraprocessed foods emerged in the 1970s. Those in adolescence / early adulthood (now 50-64) exposed…


Kyle 已轉發

It is rather unfortunate you lost your son’s college fund at the roulette table last night but I hope you noticed how smoothly the wheel was spinning and how efficiently the dealer scooped your chips off the table


we are playing at the hard table now i have no interest in playing such games

broadly speaking 2 types of players left: multicycle-surviving cockroaches and divinely protected individuals, both types hard to take money from

Awawat_Trades's tweet image. broadly speaking 2 types of players left: multicycle-surviving cockroaches and divinely protected individuals, both types hard to take money from


1. tokens underperform to upside the entire year 2. market go down token go down -99%

A few qn emerges - 1. the r/r of being in tokens is now vastly negative. You dont have easy mode, yet you also have to contend with t1 exchanges that can still flash crash and cascade liquidate you



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