Writings
Grand Line writings since 2022.
High-conviction bets and thought pieces. 110 pieces on markets and investing.
The Liquid Investors Buffet
PS.
ARTIFICIAL FUGAZI
Where The AI Cycle Goes From Here
The Gold Thesis
Return Of The King (?)
Notes On The Commodity Supercycle & Tungsten
A look into one of the more interesting commodities out there
Introducing: Grand Line, By 0xKyle
Rebranding in 2026
The 2026 Gameplan
It’s that time of the year again.
TCGs & Collector Crypt
An actually exciting new vertical!
The Evolution Of Speculation
The future is bright.
On-Chain Microcaps
A brief introduction into OCMs, and some of my favourites right now
How I'm Playing This Market
This is definitely the most difficult period in markets thus far
$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
First Principles - Compounders, L1s, IR, Buybacks
What this space needs right now