Grand Line ResearchGrand Line Research

Research by zeroxkyle

Deep research on the names worth owning.

Every conviction trade from entry to exit, losers included. A deep dive every month. And the data I use to find the next one.

Join for $100/month Read a free deep dive

The price goes up as new tools ship. Join now and keep yours.

Track record Since 1 Jan 2026
+123.25%

Year to date, as of 26 Sep 2026.

See the full record

Past performance is no guarantee of future results.

22
free essays and deep dives on Substack since 2024
Daily
brief and data, updated every morning

Inside the terminal

Calls, research and the data behind them.

Members get the full terminal. The X sub gets the summaries.

DAILY BRIEF · EXAMPLE Moved: the covered names that moved, and why Today: unlocks, earnings and other catalysts News: headlines on covered names, with sources

Daily brief

What moved, the news and today’s catalysts, for the names I cover. Ready every morning.

ENTRYexample
TRIMexample
EXITresult

Trade feed

Every entry, trim and exit as it happens, with the why and the “wrong if”.

DEEP DIVE · EXAMPLE One name, the full thesis, and what would prove it wrong

Deep dives

One full deep dive a month on a single name, plus the whole archive.

EXAMPLEThesis intact
Revenue two quarters downOn track
Dilution above the stated limitWatching

Coverage & thesis tracker

A page for every name I cover, with live data and each “wrong if” tracked automatically.

Name EXAMPLESCOREP/FEES
··
··
··

Good-but-cheap screener

Profitable, growing tokens ranked by what you pay for them, scored daily.

# desk# general# per-name
member · a question on the latest memo member · a reply from another member

Members’ chat

A room for every name I cover, a general room, and my desk channel for updates.

Every call follows the same rules.

Entry

The name, the size and the thesis, posted when I buy.

Wrong if

The condition that would kill the thesis, written down up front.

Updates

Big trims, 25% or more, posted as they happen.

Exit

Posted win or lose, then added to the track record.

Advising roles, paid deals and token allocations are always disclosed.

Track record

The record, losers included.

Grand Line book1 Jan 2026 to 26 Sep 2026
+123.25%
return, year to date
46.35%
win rate
438
closed trades

As of 26 Sep 2026. Every closed trade counts, wins and losses. Past performance is no guarantee of future results.

Members see every call →
Grand Line character art by zeroxkyle

Who’s behind it

Run by zeroxkyle.

I’m a discretionary investor and a researcher at DefiLlama, previously at DeFiance Capital and Artemis. I write about crypto and markets for 60,000+ followers on X. The calls in the terminal are my own positions.

@zeroxkyle on X Free newsletter

FREE SAMPLE · 4 OCT 2026

The Liquid Investors Buffet

Read a full deep dive before you join. This is what lands every month.

Read it free

One membership. Everything included.

The price goes up as new tools ship. Your price stays locked while you’re a member.

Monthly

$100/ month
  • Daily brief and live trade feed
  • Monthly deep dive and the full archive
  • Coverage pages with the thesis tracker
  • Good-but-cheap screener and Grand Line score
  • Members’ chat
Start monthly

Annual

Best value · save 17%
$1,000/ year
  • Everything in monthly
  • Price locked for the year
Start annual

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Questions

How is this different from the X sub?

The X sub gets short summaries and a monthly recap. Grand Line has everything: live trade updates, the full deep dives, the data tools, the chat and the archive.

Is this financial advice?

No. Grand Line is research and a record of my own positions, not personal advice. It does not take into account your objectives or financial situation. Neither Grand Line nor I hold a capital markets services licence or am a licensed financial adviser. Always consult your own licensed adviser.

Do you disclose conflicts?

Yes. Advising roles, paid deals and token allocations are disclosed on every post they touch.

Can I cancel?

Anytime. Once membership opens, you can cancel from your account page.

Get the next deep dive the day it lands.

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