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@KookCapitalLLC · @TheKookLetter
Coverage 23 Apr 2026 – 20 Oct 2026
Caller Score
72
Top 28% · #3 of 9 ranked
Scored calls
30
0 pending · 4 unresolved
Hit rate
38.5%
5 correct / 8 incorrect · 17 neutral
Avg 1h return / call
+0.33%
Avg return per call (1 hour horizon)
Following every call
+10.0%
Equal stake on all 30 calls resolved in the last 30 days
Mean alpha
+0.18%
Return minus the same bet on BTC (BTC calls vs cash)
Each component is shrunk toward the cohort mean by sample size (k = 20) and ranked as a percentile among callers in this view; the weighted blend (53) orders the cohort, and the Caller Score is the position in it. 10% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 34.3% | 4 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −10.3% | 12 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | +0.18% | 73 | 25% |
By month resolved · 1 hour horizon
8 records · every scored call links to its source post and price evidence
“justin sun says he sold 80-90% of his $ETH at $3.6k to $4k ct is calling him a genius now go look at his wallet..... $567m of staked $ETH still sitting in lido and yesterday $28m of $PEPE landed in the same wallet from a poloniex multisig first time he touched $PEPE in over two years to be fair he did say he kept a core bag but a half billion dollar core bag is not a guy whos done with $ETH hes talking it down in interviews while sitting on top of it 😂 $ETH reclaims $3k before sun sells another coin”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 80.0% |
62 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | 0.22 | 92 | 25% |
30 days · 1h
“bitcoin:native wicked under $80k and still liquidated $53m in shorts on the bounce..... this thing will send hard soon https://t.co/GsqTCDL98q”
“arthur hayes this morning: "just trade the eventual multi-trillion dollar bail out. long bitcoin:native ethereum:native " three hours later his wallet bought $888k of alts..... 546.6k base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 for $460k 120k ethereum:0x808507121b80c02388fad14726482e061b8da827 for $232k 3m ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 for $197k ethereum:0x808507121b80c02388fad14726482e061b8da827 is down 11% on the day base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 down 8% he bought anyway > tells you majors > buys alts himself 😂 the alt bottom is in”
“cpi in an hour and shorts already ate $58m overnight bitcoin:native holds $83.5k..... this thing is about to send https://t.co/lxItI4poEC”
“cpi tomorrow and everyone already got liquidated today bitcoin:native will send with everyone sidelined tomorrow https://t.co/R0ZxStOpYh”
“the sol treasury company is dumping its sol 568,000 solana:So11111111111111111111111111111111111111112 to exchanges in 3 days..... $63.9m out the door average buy was $194 they are eating a $46m loss if they finish treasury companies were supposed to be the bid ser https://t.co/6cu8Ku9VwK”
“@HYPEconomist still so under the rader ethereum:0x31eea0edeb85b0cb65c1400bd2f4e487fd61b537 going to $200m+ easily”
“spot keeps eating every dip shorts already vaporized theres only one direction now bitcoin:native https://t.co/RanAxCfEb6”