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0xKyle's Research

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The 2025 Gameplan.
Macro, Themes, Predictions.
Dec 25, 2024 • 
0xkyle
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The 2025 Gameplan.
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How I'm Playing This Market
This is definitely the most difficult period in markets thus far
Jun 1 • 
0xkyle
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How I'm Playing This Market
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1
The 2024 Gameplan.
Macro thesis, overarching narratives, and where to exit.
Dec 6, 2023 • 
0xkyle
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The 2024 Gameplan.
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8
What I'm Looking Forward To In Q3/Q4
How I think it'll all play out
Jul 7, 2024 • 
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What I'm Looking Forward To In Q3/Q4
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1
Manical Memecoin Meta
Why memecoins have taken such a strong mindshare of the 2024 bulla
Mar 19, 2024 • 
0xkyle
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Manical Memecoin Meta
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High Conviction Bets #8
Learnings From Q1 2024 Of The Bull Market, Positioning and more
Apr 5, 2024 • 
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High Conviction Bets #8
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The ETH ETF Trade Idea
Breaking down the best ETH beta, and how you can play the trade
May 27, 2024 • 
0xkyle
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The ETH ETF Trade Idea
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3
High Conviction Bets #7
A nice breather in the markets after the mania. But how long will it last?
Feb 22, 2024 • 
0xkyle
14

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High Conviction Bets #7
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Shuffle - Product Market Fit No One Talks About
What do Hyperliquid, Polymarket and Pump.fun all have in common?
Oct 6, 2024 • 
0xkyle
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Shuffle - Product Market Fit No One Talks About
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High Conviction Bets #6
ETF! ETF! ETF!
Jan 3, 2024 • 
0xkyle
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High Conviction Bets #6
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1
Solana... As The Next Ethereum?
"SOL will be triple digits next cycle" - Ansem, probably
Sep 23, 2023 • 
0xkyle
32

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Solana... As The Next Ethereum?
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First Principles - Compounders, L1s, IR, Buybacks
What this space needs right now
Mar 11 • 
0xkyle
16

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First Principles - Compounders, L1s, IR, Buybacks
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