@KookCapitalLLC · @TheKookLetter
Coverage 23 Apr 2026 – 21 Oct 2026
Caller Score
43
Top 57% · #13 of 22 ranked
Scored calls
133
3 pending · 62 unresolved
Hit rate
49.2%
62 correct / 64 incorrect · 7 neutral
Avg 24h return / call
+0.63%
Avg return per call (24 hour horizon)
Following every call
+83.6%
Equal stake on all 133 calls resolved so far
Mean alpha
+0.80%
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 (59) orders the cohort, and the Caller Score is the position in it. 9% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 49.4% | 64 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −157.5% | 3 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | +0.80% | 88 | 25% |
By month resolved · 24 hours horizon
374 records · every scored call links to its source post and price evidence
“i unironically think $strc is a generational buy here bottom is in + youre getting ~17% effective dividend yield also its a return of capital dividend ie no tax (lowers your acb youll have a bigger cap gain when you sell) i built a position avg is in the 70s willing to add more also wrote some monthly puts $60 strike strategy has over $50 billion in assets and only $8 billion in liabilities even at this bitcoin price good entry on a great high yield asset”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 88.9% |
67 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | 0.08 | 55 | 25% |
All time · 24h
“@deg_ape not for many years and not this cycle”
“@StarPlatinum_ not worth it at all its a 200bn asset.... is it going to a trillion??? no just buy btc and hype btc same or more upside as eth plus much less downside hype infinity more upside than eth also less downside”
“@StarPlatinum_ not worth it at all its a 200bn asset.... is it going to a trillion??? no just buy btc and hype btc same or more upside as eth plus much less downside hype infinity more upside than eth also less downside”
“@StarPlatinum_ eliminate everything on this list except $btc and $hype”
“grayscale's hype etf $hypg is now the largest and lowest fee $hype fund aum is already over $120m in 1 week now here's why that is so bullish blackrock is definitely watching, and they wont sit this out for much longer $ihyp coming soon from the world's largest asset manager https://t.co/ZXdYiB3tXG”
“grayscale's etf $hypg recorded +$113m of inflows yesterday $hype supply shock incoming $200+ https://t.co/yM3Iaipent”
“on saylor, $strc and $mstr he cant be forced out and he cant be liquidated if we need to see saylor sacrificed for $btc to move up then we have years of pain ahead of us even at this btc price strategy has over $50 billion in assets and only $8 billion in debt / pref obligations this said, i do believe saylor has to go for btc to move to aths but if that is what has to happen, we are not close to a resolution at all there is a lot more pain to come btc will have to go to ~$10k saylor will need to be put in a position where he is forced to actively sell btc to pay dividends and btc would also need to be dropping so fast he is running out of time and most importantly he would need to be locked out of capital markets completely i.e. he would need to be unable to raise any money anymore through any type of instrument he would have to give up and unwind it all but only he can do that, there is no scenario of him getting 'liquidated' but yeah i do actually think all of the above has to happen strap in for a long ride, it seems the universe is demanding the sacrifice of saylor's ponzi schemes before bitcoin can move up again bitcoin will come back stronger than ever one day but it must be without michael saylor - kook”
“$ibm just unveiled the first sub-1nm chip tech it uses a 0.7nm 'nanostack' 3d transistor design remember who called it first and told you it was a 10+ year hold ibm will win quantum trump is backing them, the usa will not lose quantum to china the tech advancements out of ibm will only get more insane you need the right sources of research to prepare for the greatest bull run of all time and you need to be a part of the best community 🔗 https://t.co/WrK5Z3Me5a”
“hyperliquid portfolio margin is now in beta > volume will go up > liquidations will go up > more sophisticated users will be attracted hyperliquid is quickly becoming a real competitor to major tradfi trading venues and brokerages once its legal in america it will flip $hood $coin $ibkr $cme $hype is going to $200+ allocate accordingly and make sure to join the best community in crypto before the next bull run the last cycle ever is coming 🔗 https://t.co/WrK5Z3Me5a”
“$vvv was always just a $hype cope play https://t.co/CWyN5DEIM2”
“well the market looks horrible all i have been doing for a while now is dcaing btc made a trade on hype today and also bought some strc (saylor ponzi) hard times coming but good times to follow try not to overextend and try to always have some liquidity buy high quality assets only be prepared to ride this out a long time all time highs are coming but they will make 99.9% of people give up first be strong”
“saylor finally sucked me into his $strc ponzi bought a decent bag here i think he re-pegs it eventually and im happy to collect ~15% effective dividend yield while i wait very degen nfa https://t.co/my16Mi5hQC”
“its going to be a long summer for crypto enthusiasts feels like 95% of ct is gone sentiment at all-time lows bitcoin is 'dead' again and 'this time is different' its only june so this will continue on for a long time imo if you compare to the 2022-2023 bear market $btc bottomed at ~$14k in summer 2023 and by fall it had done a 2.5x without anyone really noticing thats because, just like now, everyone was gone and had moved on its the same now, everyone gone everyone expects btc to moon in q4 but im not so sure we need many sideways months and everyone needs to get pushed out due to boredom unlike 2023, now stocks are at all-time highs there are dozens of new technologies to invest in outside of crypto that sucks up all the money and attention and leaves none for bitcoin everything will come back harder than before and btc is definitely going to new ath but i think it will be a while in the meantime we are printing on stocks and accumulating $btc and $hype the best course of action here imo is just dca btc and hype yes its boring but you will definitely win over the long (medium) term patience and discipline above all else its also a good idea to join a top-tier community so you can maximize the next bull run when it comes there is nothing better than @TheKookLetter find someone you know who has joined and ask them youll see https://t.co/WrK5Z3Me5a”
“micron earnings tonight imo the memorty trade is intact despite the recent unwind there is infinite demand for intelligence thus there is infinite demand for memory $mu going up from here https://t.co/DaF6xWNmrZ”