zeroxkyle

zeroxkyle

Discretionary investor and researcher — public markets, digital assets, equities.

~60k followers on X· ~12k readers on Substack

zeroxkyle

Who Am I

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

~60kfollowers on X
~12kSubstack readers

How It Works

I write in three places.

Writing

Grand Line is my research hub on Substack. Longform essays, gameplans, and theses. Free to read.

Read on Substack →

21 Aug 2026

ARTIFICIAL FUGAZI

Where The AI Cycle Goes From Here

Where The AI Cycle Goes From Here

12 Aug 2026

The Gold Thesis

Return Of The King (?)

Return Of The King (?)

8 Jul 2026

Notes On The Commodity Supercycle & Tungsten

A look into one of the more interesting commodities out there

A look into one of the more interesting commodities out there

8 Jun 2026

Introducing: Grand Line, By 0xKyle

Rebranding in 2026

Rebranding in 2026

1 Jan 2026

The 2026 Gameplan

It’s that time of the year again.

5 Sep 2025

TCGs & Collector Crypt

An actually exciting new vertical!

An actually exciting new vertical!

7 Aug 2025

The Evolution Of Speculation

The future is bright.

The future is bright.

7 Jul 2025

On-Chain Microcaps

A brief introduction into OCMs, and some of my favourites right now

A brief introduction into OCMs, and some of my favourites right now

1 Jun 2025

How I'm Playing This Market

This is definitely the most difficult period in markets thus far

This is definitely the most difficult period in markets thus far

14 May 2025

$FRAX - The Stablecoin Play No One Is Looking At

Frax has completely re-vamped its systems and is a completely new protocol that presents a way to bet on stablecoin growth

Frax has completely re-vamped its systems and is a completely new protocol that presents a way to bet on stablecoin growth

11 Mar 2025

First Principles - Compounders, L1s, IR, Buybacks

What this space needs right now

What this space needs right now

25 Dec 2024

The 2025 Gameplan.

Macro, Themes, Predictions.

Macro, Themes, Predictions.

7 Nov 2024

Raydium: A Deep-Dive Research Report

King Of Solana De-Fi

King Of Solana De-Fi

6 Oct 2024

Shuffle - Product Market Fit No One Talks About

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

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

30 Jul 2024

Maker - A Deep Dive Into The World’s First Unbiased Global Financial System

Maker is expected to generate over $250mm in annual revenue in 2024 and stands at the forefront of DeFi

Maker is expected to generate over $250mm in annual revenue in 2024 and stands at the forefront of DeFi

7 Jul 2024

What I'm Looking Forward To In Q3/Q4

How I think it'll all play out

How I think it'll all play out

18 Jun 2024

0xKyle's Market Color #33

The bears have won - failed range breakout on FOMC, and an overall bearish sentiment across the board

The bears have won - failed range breakout on FOMC, and an overall bearish sentiment across the board

12 Jun 2024

$PEOPLE - A Bet On The Politi-Fi Season

Elections will dominate the news cycle in H2 2024, and this is my bet

Elections will dominate the news cycle in H2 2024, and this is my bet

10 Jun 2024

0xKyle's Market Color #32

Range highs - will the bulls win? Or will the bears smack down the range breakout

Range highs - will the bulls win? Or will the bears smack down the range breakout

27 May 2024

The ETH ETF Trade Idea

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

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

13 May 2024

0xKyle's Market Color #31

It may be a boring summer, but don't touch grass

It may be a boring summer, but don't touch grass

4 May 2024

0xKyle's Market Color #30

The one-day bear market of 2024

The one-day bear market of 2024

21 Apr 2024

0xKyle's Market Color #29

Happy Bitcoin Halving! Reasons to be bullish Q2 2024

Happy Bitcoin Halving! Reasons to be bullish Q2 2024

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Holdings and wallet tape for paid X subscribers. Weights and buys/sells only. No address, no net worth.

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