zeroxkyle
Discretionary investor and researcher — public markets, digital assets, equities.
~60k followers on X· ~12k readers on Substack
I'm an independent investor running my own book.
I have independent cross-asset research and investing across different market sectors, prioritizing P&L over everything else. On Grand Line, I publish my long-form thesis for free, and on X I post live market updates to keep score public.
Previously worked at
Defiance Capital
Artemis
DefiLlama
I write in three places.
My long-form essays, gameplans, and theses. Free to read.
Browse writing → Public XWhere I post live market updates.
Open X → Paid XPaid X members get to see my portfolio and use my research terminal. Not a member yet? Subscribe below.
Subscribe to Kyle on X, then come back and sign in.Grand Line is my research hub on Substack. Longform essays, gameplans, and theses. Free to read.
@zeroxkyle · Public board: Most Recent, Highlights, Tickers. Paid subscribers on X have access to my granular day-to-day ideas.
Waiting
Waiting
Waiting
Aggregate performance is public. Current holdings and wallet activity remain available only to paid X subscribers.
On-chain buys and sells. No address, no dollars, no size.
Tape is live. No fills published yet.
Loading aggregate performance…
Starts at 10,000 on 1 Jan 2026. Relative level only; no currency or actual portfolio size.
Portfolio, BTC, SPY, and QQQ · rebased to 0% on 1 Jan 2026
Benchmarks use CoinGecko BTC/USD and Nasdaq SPY/QQQ closes, sampled as the latest close on or before each chart date. Statistics use closed trades only. Fees and slippage are excluded. Best and worst identify returns, not securities.
Aggregate performance only. No holdings, tickers, dollar values, shares, or net worth are exposed here.
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Subscribe to Kyle on X, then come back and sign in. Sign in with XBook, memos, and other ideas for paid X subscribers. No alerts, no dollar values.
Public research desk. Not financial advice.
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Subscribe to Kyle on X, then come back and sign in. Sign in with XSign in with X to open the desk. If you are not a paid subscriber yet, join on X first.
Member library
A member-only archive of paid posts from Kyle.
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zeroxkyle
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The book, the tape, and the public research live here. Sign in with X to open the room.
Subscribe to Kyle on X, then come back and sign in. Sign in with XWeights only
Weights only
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Catalysts: unavailable.
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Grand Line Research general resourceFumble data is not complete yet. No performance figure or chart is shown.
0x · Ideas
Qualitative theses.
Member board — post a thread or reply.
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Books I recommend, plus Grand Line Research — the dashboard hub. Growing list — not financial advice.
Fiction, markets, and life. Pick a genre, then spin the shelf.
Hover to pause
Research dashboards in one place — USDE DAT and more as they ship.
Grand Line Research
The research dashboard hub for every live desk — open Grand Line for USDE DAT and the next boards as they land.
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