Kyle (@0xkyle__) 's Twitter Profile
Kyle

@0xkyle__

first principled, thesis-driven investor

tweets are myself, not representative of @defiancecapital

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linkhttps://0xkyle.substack.com/subscribe calendar_today03-11-2015 07:58:32

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Kyle
@0xkyle__

15 days ago

YZY was a very good litmus test as to where we are as a market (+) on one hand, it had a nice 2x. Clearly, there is SOME incremental liquidity (-) proceeded by a sell off. I don't believe this is a "max extract" scenario - but rather lethargy. there is no organic demand willing