About 0xkyle
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.