Introducing: Grand Line, By 0xKyle

Good morning everyone. It’s been a long time. I hope all of you have been well. Apart from my 2026 start of year article, I’ve barely written anything in the past year - 6 articles in 2025, compared to 30 in 2024, and 73 in 2023.

I never stopped investing, but I did stop writing. A part of it was because at a fund, there was a conflict of interest to write a personal newsletter charging subscribers while managing money. Another part was that digital assets was in a pretty big slump for most of 2025. But that changes today. I’m very happy to announce 0xKyle’s Research is making a return - and a rebrand - to Grand Line.

Grand Line will cover capital markets, tech, and the ever-growing digital economy. I will no longer constrain myself to single-name ideas - those will still show up, but there’s a lot more I want to write about, including single-name ideas in equities.

Finance will be the spine, but I’ve never been able to write about it in isolation. The interesting stuff lives at the edges - where capital meets attention, where AI reshapes who gets to play, where internet culture decides what gets bid. For the past 20 years, we’ve had a secular supercycle of the world moving online, and I believe it’s going to accelerate as AI becomes ubiquitous. As someone who grew up in the internet era, I’m uniquely positioned to cover these technologies, their intersections with the markets, and the world being reshaped around them.

On top of that, I want to get back to writing about my thoughts, frameworks, and philosophies. In essence, Grand Line will be my way of formalizing my writing while keeping the core of it the same - markets, culture, and the wiring underneath both.

Breaking Down My Beliefs

1. The Market Is Changing To Suit My Skillset

A couple of ideas underline this shift. On markets: I believe there isn’t a better time to be a liquid investor across asset classes, and that the fundamental-meets-growth-narrative trading style seen widely in crypto is now spreading to traditional markets.

In Market Wizards, Paul Tudor Jones famously says:

“These days, there are many more deep intellectuals in the business, and that, coupled with the explosion of information on the Internet, creates an illusion that there is an explanation for everything and that the primary tast is simply to find that explanation. As a result, technical analysis is at the bottom of the study list for many of the younger generation, particularly since the skill often requires them to close their eyes and trust price action. The pain of gain is just too overwhelming to bear.”

Today, I believe deep value investing has fallen out of favour, especially post-2020 as retail investors increasingly pile into the markets. These mostly price-agnostic buyers have proven a formidable force, and they invest not on deep fundamentals but on growth narratives, broad-based thematics, and simple memes (”I like the stock”). Beyond that, you have a plethora of other reasons that combine into this market cock-tail that indicates we are moving to a less rigorous & fundamental world.

As a result, being a “ slave to the tape” as PTJ says, is going to be a good thing. Fundamentals will still get you 60-80% of the way there, but the rest will be determined by how good of a trader you are.

As such, this is where the skills I have honed for the past 6 years will come in handy - being a growth investor in highly speculative themes, I am comfortable in this environment.

Lastly, while I said fundamentals will still get you 60-80% of the way there, that part has been democratized by AI. AI has changed the playing field, and it’s a big reason I’m confident in my abilities. The barriers to entry for the financial markets have dropped dramatically - where the finance lexicon once required months of study to navigate, today you paste a filing into your favourite model, type “Summarize,” and get something clean and concise.

Over the past few months, I’ve been hard at work on my AI x Finance tooling, and it has been an immense help in alpha generation. At any one time I run close to 10-20 names in my book, and my agent helps cover all of them. AI is genuinely incredible for solo professionals — a real force multiplier for output.

When research, DCF modelling, and number-crunching all become commoditized, pure trading skill is what separates the wheat from the chaff.

2. Broader Topical Coverage In A Changing World Is A Skill

I believe the world is converging onto Schelling points, and that it will be more important than ever to cover these topics - as the saying goes: jack of all trades, master of none, but oftentimes better than master of one.

The ability to bridge the gaps between different realms and bring it all together whilst building a brand is what I want to do, and what I think will be a paramount skill in the coming years. The fact is, professional brands are now built on social media personalities. Look at where capital is coming from now: Mantis VC is a fund started by The Chainsmokers, the famous DJ duo. Logan Paul is a General Partner at Anti Fund, where he invests across tech (OpenAI, Ramp, and Anduril among them). Chamath Palihapitiya is a large backer of MrBeast’s Beast Industries. The attention economy is colliding with the digital economy and morphing into one giant internet economy.

I find value in being the person who bridges these different worlds. Finance may be the anchor, but the agentic systems I’m building, the attention economy, the cultural undercurrents - covering all of it together is the direction I want to go in.

Putting It All Together

Grand Line aims to be the one-stop shop for navigating where capital, technology, and attention collide. Single-name ideas will still show up - those are my bread and butter. But you’ll also see frameworks, the agentic systems I’m building, market structure observations, and the cultural undercurrents shaping where money flows next.

If you’ve followed me before, the core is the same: skin in the game, transparent thinking, and a willingness to be wrong publicly. What’s different is the surface area. The world has gotten more interesting and the toolkit has gotten more powerful.

Now about payments - I’ve been on the fence with this subject. As someone who has built a huge following writing, I used to monetize my content. Seeing many fintwit creators pop up and make absurd amounts through their research is something I feel FOMO about. However, I also believe that setting a price tag puts pressure on me and ultimately denies me the happiness and joy I get from the creative output of writing in the first place. I make no promises, but for now, Grand Line will stay free as I value preserving the process of writing moreso than the profitability of such a business.

Now, for starters, it would be nice to have a chat running again where I can discuss the markets given that this week looks to be fairly important.

Welcome aboard the Grand Line. Also - if you’re new here, remember to subscribe:

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