zeroxkyle

am a big fan of all AI related coins in crypto when it's real durable businesses targeting the big pie and using token-economics to accelerate growth

- VVV - inference provider - not only the cheapest on a MC basis but all comps are illiquid + private AI being extremely important as we've seen how Ant has gone woke

- CHIP - scalable GPU loans - targetting small to mid market meat which is entirely being ignored by large banks - evident in loan demand growth ; using blockchain to streamline operations as well - imo getting from couple months per loan to 30 days is a huge undertaking + moat that can't be replicated

do u guys remember how 2 cycles ago there was a dichotomy between NFT CT and CT CT

i feel the same way now, just that this time with meme CT and CT CT

like idfk who kimchi is, and i'm just shocked a post like this has 300k views lmfao

we are all living in k shaped realities

man there are so many projects led by S tier founders / teams this cycle, with genuinely value accretive token structures

how can you not be bullish?

frankly i have no clue what papertrade is i just know whenever jez likes my tweets i go "oh so this is a good one"

damn call of duty really making more and more realistic scenarios eh

the litmus test is - are you comfortable holding your coins for a year without selling? if you aren't, you're holding the wrong coins

in case it wasn't clear enough, i'm bearish equities and bullish crypto

"The best time to be bearish is when everyone is screaming black monday, at range lows, when everyone is fearful and really think it's over"

- Warren Buffet

re: markets

u guys need to believe in smth. obviously its an echo bubble if u hold trash coins that are destined for zero anyways.

tldr if you are a sovereign individual and are in crypto because of it, you cannot just be financially sovereign, but sovereign in every part of your life

fighting for what you believe in & being high agency

you will need these skills in the coming patch update of the world

would be a damn shame https://twitter.com/zeroxkyle/status/2111472145562038423/photo/1

cooking my next high conviction bet

a very very very hated name, with a very very very long time frame

There is nothing new on Wall St

chart study:

where are we?

it really is just a combination of all the following factors and so much more

A) crwv financial health
B) daisy-chain of funds blowing up
C) frontier labs profitability ramp
D) middle east uncertainty
E) russia / ukraine war flaring up

essentially what we're seeing is bad news is no longer good news, and good news is not good news. again, the bar is so much higher to clear for the market to determine something as good news given everything that has been tried - what we're simply seeing is the music stopping

what it would take for the music to start again is truly, some incredible outcome / reset; in these market environments, best to just let things flow and wait and see. in discretionary, the right position is almost always, flat

Past 5 Days:

Indian IT Outsourcing: +11.0%

Quantum Computing: -9.9%
Industrials & Robotics: -10.3%
Nuclear & Uranium: -10.4%
Cybersecurity: -11.5%
Cloud & Data Infra: -12.1%
Semiconductor Equipment: -12.4%
Memory & Storage: -13.7%
AI Networking & Data Centers: -20.4% https://twitter.com/zeroxkyle/status/2111119521184719206/photo/1

quite frankly i'm upset that i didn't think of shorting the indo stock market instead of saying short sg / msia stocks

like lmfao, you could have just shorted the stock market that got kicked out of mcsi and is hella corrupt, plus is source of the haze

investing, and life, gets easier when you just zoom out

very true

pretty sure we've reached the point where S tier operators are realizing that it is far more efficient to drive value to your token rather than have an equity vehicle and pray for an acquisition / IPO - and so it makes way more sense to just "do the right thing"

creating internet capital markets and making every liquid fund's dream come true