@KookCapitalLLC · @TheKookLetter
Coverage 23 Apr 2026 – 20 Oct 2026
Caller Score
69
Top 31% · #6 of 18 ranked
Scored calls
53
0 pending · 21 unresolved
Hit rate
51.7%
15 correct / 14 incorrect · 24 neutral
Avg 4h return / call
+0.72%
Avg return per call (4 hour horizon)
Following every call
+38.1%
Equal stake on all 53 calls resolved in the last 90 days
Mean alpha
+0.75%
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 (68) orders the cohort, and the Caller Score is the position in it. 6% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 49.2% | 59 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −42.2% | 13 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | +0.75% | 91 | 25% |
By month resolved · 4 hours horizon
137 records · every scored call links to its source post and price evidence
“the biggest bear on hyperliquid is short $849m across 22 coins down $66.5m right now..... $286m ethereum:native short from $2,322, down $27.6m $234m bitcoin:native short from $76,152, down $22.1m he has collected $20m in funding so he is literally getting paid to be wrong liquidation on the bitcoin:native short is $131k and he is not closing who blinks first, him or the market????”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 84.6% |
63 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | 0.31 | 91 | 25% |
90 days · 4h
“bitmine now owns 4.83% of all ethereum:native 5.85m ethereum:native sitting on one balance sheet..... roughly 200k more and tom lee owns 5% of ethereum bitfinex eth longs just hit a 4 year high on the same day the biggest buyer and the smartest margin desk are leaning the same direction while your timeline is posting eth funeral memes and ct is still asking if eth is dead, rotating into whatever launchpad coin pumped this morning you are selling your ethereum:native to a company that never sells”
“papertrade got drained for $1.28m in its first 8 hours the attacker is a hyperliquid whale with $13m all time pnl and $14b volume..... the oracle is the hyperliquid mid price push ethereum:native 10 bps on hyperliquid and 1000x pays you 72% of margin $1.28m out before most people finished reading the docs everyone farming $PAPER was the exit liquidity”
“tom lee sees ethereum:native at $50k and i cant even see it getting back to $5k https://t.co/XF24KIiP1e”
“papertrade launched on the 10/10 anniversary and degens went straight back to max leverage $440b of volume in under 6 hours..... $17b of it liquidated traders are down $25.7m combined $7b of open interest sitting on $123m of deposits exactly one year after the biggest liquidation day in crypto history and this is how we celebrate nobody learned anything and honestly thats bullish for hyperliquid $paper prob going to $250m when its tradable”
“where we are going with $BTC $88k got rejected twice..... $80.3k wick got bought instantly everyone flipped bearish at $82k after a week of $2.4b in liquidations chop here then one more shot at the highs who is actually short here????? https://t.co/ELKdumVUnk”
“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”
“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”
“one year ago today everyone got wiped $19.1b liquidated in a single day..... $16.7b of that was longs bitcoin:native was $122k and people were calling for $200k by christmas now its $82k and the same people are 50x long again did you learn anything????? https://t.co/14bVYF77Ak”
“someone funded a hyperliquid wallet through tornado cash and opened a 40x bitcoin:native short even the hackers are bearish thats your bottom signal https://t.co/XTMGRjCb6J”
“polymarket just gave up on $100k bitcoin:native this year 28% chance..... and the odds already bounced off the lows while everyone was busy posting the screenshot bitcoin:native etfs bled another $282m today and the gov keeps sending coins to coinbase and price still sits at $82k after wicking $80k that is not weakness that is supply getting absorbed while everyone panic sells right next to the government the letter has been buying fear not headlines all year when the odds hit the floor who do you think is on the other side??????”
“bitcoin:native wicked to $80.3k and everyone called the top in $1b of longs liquidated in 24h..... now back around $82k the people who sold the bottom are about to buy it back higher https://t.co/MUmIUhigmx”
“the us government sent 17,733 bitcoin:native to coinbase prime in 3 days $1.48b..... bitcoin:native down 6.9% the whole time then mara dumped another 996 bitcoin:native on top $81m everyone is asking who is selling now you know once the gov wallet runs dry this thing rips https://t.co/9C0WRkWmfK”
“elon bought a spectrum portfolio and at&t verizon and t-mobile all nuked 7% imagine getting rugged by a satellite $SPCX to 100 trillion mkt cap btw https://t.co/GuhO5gacgJ”
“nobody is watching this chart btc/gold went from 15 to 21 since july..... top was 40 catch up trade is just getting started https://t.co/9jO1go8kzm”