Kyle

Macro, Bitcoin and blockchain enthusiast. The Golden Age is just beginning!

[Kyle @KyleWAlpha]

I thought it would be fun to start posting on X more, so here is a little bit about me. I believe in positivity. I love investing and I believe Bitcoin is the best asset on the planet. I am lucky to have an amazing girlfriend. Also, I love my country 🇺🇸

[Kyle @KyleWAlpha]

@LayahHeilpern So now you have a crystal ball?

[Kyle @KyleWAlpha]

@LayahHeilpern

[Kyle @KyleWAlpha]

@ParadisLabs @grok are these earning really bad?

[The Miz @mikethemiz]

My thoughts on LeBron to the 76ers.

[AMD @AMD]

The feeling’s mutual. 🤝

[Serenity @aleabitoreddit]

$AMD reached out directly to hand me some special swag!

Apparently they only made 30 of these bandanas?

I love AMD and Lisa Su now.

[Kyle @KyleWAlpha]

@RJCcapital I knew this tweet was the bottom

[Kyle @KyleWAlpha]

@Ze1ooooo I use both Hood and Interactive Brokers. Apparently better fills on IB but idk

[Clemente @clementetv_]

If Michael Saylor was in The Social Network

[Clemente @clementetv_]

If you could tell yourself not to invest

[Kyle @KyleWAlpha]

Doesn't RJC now sell a $200 subscription? Seems like a bitter post. Also "the market might get tired of the bottlenecks" is a low IQ thesis. What correlates with the markets is execution and growth.

[RJC @RJCcapital]

i follow/subscribe to @aleabitoreddit, i have post notifications on, in feb/march i made the same 100-200% in a day after he tweeted a ticker on things as obscure as xlu etf and iqe

he has 900K followers now. all his followers feel that “no stock ever goes red”, and many may not be doing their own deep diligence, but feeling increasing confidence to add more risk over time to the names he’s posting

the problem is we’re in an environment where everyone is excited and buying names deep down the stack right now, but that likely doesn’t last forever. Sivers making lasers and pivoting to CPO is great, but at some point that needs to be reflected in continued revenue/profit to justify the valuation. Even if the bottleneck story is true on these names (may be for lasers and cpo), if the valuation he’s pumping these micro caps to only gets justified in 2035 or something, market may lose interest in the bottleneck trade between now and decide to sell.

at some point along the line, the last people holding the stocks of these microcaps he’s tweeting about with do much enthusiasm are in a dangerous spot. We’ve seen similar sentiment changes happen in 2021 with nfts, and tons of other times. We may think lasers are different than monkey jpegs, but they’re being treated similarly in the market in many ways.

Anyways, I think serenity is smart clearly, the posts are dilligenced, but i think anyone following and copy trading should proceed with caution ⚠️ these names are pretty different fundamentally from some of the hundred billion dollar companies we’re seeing have exploding growth

[Kyle @KyleWAlpha]

@RJCcapital Serenity is just sharing his thoughts. He never asked anyone to copy his trades. Ppl should be aware of their own risk tolerance. He also shares large caps fyi

[Kyle @KyleWAlpha]

@asianinvestors I keep buying. It's very undervalued. The problem is most ppl have a 10 second memory. Long term investing wins

[Kyle @KyleWAlpha]

This is the roaring twenties. The bears just don't know it

[Kyle @KyleWAlpha]

@RJCcapital I've always have questioned how successful a person is in the stock market when they have to charge $199.99 a month

[Kyle @KyleWAlpha]

@RJCcapital Please pray for the shorts. They're going to need your prayers more than ever.

[Kyle @KyleWAlpha]

@TheLongInvest This is why most retail investors lose. They focus way too much on the day to day price action. Very sad!

[Kyle @KyleWAlpha]

@crux_capital_ @GEODNET Geodnet has been great. I have one on my roof and it's one of the few devices that makes money in the world of crypto

[Kyle @KyleWAlpha]

@NingiResearch You must be down big on your short lol