About Me

“I do crypto on the side, so Kyle’s substack is perfect for me.” - Partner at L/S Tradfi Firm

“Kyle’s substack is one of the best I’ve ever read” - Portfolio Manager @ Top 10 Crypto Fund

I write for people who want to go deeper than headlines. If you're tired of surface-level takes and want to understand what's actually driving markets, tokens, and the narratives behind them, you're in the right place.

I run a newsletter focused on research-backed trade ideas, macro color, and long-term conviction plays—emphasizing fundamental edge in an increasingly meme-driven world. You’ll find frameworks, mental models, and arguments that stand up to scrutiny.

I currently work at Defiance Capital, where I’m immersed in the day-to-day of navigating fast-moving crypto markets. Outside of that, 0xKyle’s Research is my own sandbox—where I publish independent theses, strategic gameplans, and thought experiments that I believe deserve a wider audience.

You’ll see me cover:

• Market psychology and how to trade through chop

• Annual gameplans to help me (and you) zoom out

• Lessons from institutional investing, applied to crypto

If you’re a fund manager, builder, or curious participant who values signal over noise, I write this for you. Everything here is transparent, independent, and aimed at sharpening your edge.

Thanks for reading.

— Kyle

My Community

Twitter: 0xkyle
Telegram: 0xkyle’s thoughts

I can be contacted via Twitter DM.