Archive - 0xKyle's Research

The 2025 Gameplan.

Macro, Themes, Predictions.

Dec 25, 2024 •

How I'm Playing This Market

This is definitely the most difficult period in markets thus far

Jun 1 •

The 2024 Gameplan.

Macro thesis, overarching narratives, and where to exit.

Dec 6, 2023 •

What I'm Looking Forward To In Q3/Q4

How I think it'll all play out

Jul 7, 2024 •

Manical Memecoin Meta

Why memecoins have taken such a strong mindshare of the 2024 bulla

Mar 19, 2024 •

High Conviction Bets #8

Learnings From Q1 2024 Of The Bull Market, Positioning and more

Apr 5, 2024 •

The ETH ETF Trade Idea

Breaking down the best ETH beta, and how you can play the trade

May 27, 2024 •

High Conviction Bets #7

A nice breather in the markets after the mania. But how long will it last?

Feb 22, 2024 •

Shuffle - Product Market Fit No One Talks About

What do Hyperliquid, Polymarket and Pump.fun all have in common?

Oct 6, 2024 •

High Conviction Bets #6

Jan 3, 2024 •

Solana... As The Next Ethereum?

"SOL will be triple digits next cycle" - Ansem, probably

Sep 23, 2023 •

First Principles - Compounders, L1s, IR, Buybacks

What this space needs right now

Mar 11 •

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