@KookCapitalLLC · @TheKookLetter
Coverage 23 Apr 2026 – 20 Oct 2026
Caller Score
45
Top 55% · #6 of 10 ranked
Scored calls
20
11 pending · 5 unresolved
Hit rate
36.4%
4 correct / 7 incorrect · 9 neutral
Avg return / call
+0.00%
Avg return per call (each call's stated horizon)
Following every call
+0.0%
Equal stake on all 20 calls resolved in the last 30 days
Mean alpha
-0.74%
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 (49) 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) | 34.0% | 41 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −59.6% | 24 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | -0.74% | 31 | 25% |
By month resolved · Stated horizon
11 records · every scored call links to its source post and price evidence
“mara ceo fred thiel told everyone they were going full hodl the wallets disagree..... 1,000 $BTC sent to binance and gate in the last 5 days, about $82.8m and this isnt new they dumped 15,133 $BTC in march for $1.1b and 23,093 across h1 for $1.6b some of it pays down debt and funds the ai buildout, fair but full hodl doesnt mean wiring $82.8m to an exchange $BTC doesnt get a real bid until mara stops selling”
| 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 | -0.06 | 79 | 25% |
30 days · stated
“ansem on oct 12: $90k by end of the week ansem on oct 18: got smoked, cut longs, derisking more before open..... 728k people saw the call 240k saw the walk back he still thinks a bounce comes first but you dont get to call $90k and dump longs in the same week $BTC is $82.8k $85k comes before he tweets $90k again”
“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”
“everyone is scared of quantum again 9 crypto firms just said 6.04m bitcoin:native is "exposed"..... thats $493b of coins supposedly waiting for the first quantum computer now read who signed it > quantus sells a quantum resistant chain > keystone sells hardware wallets > hacken sells security audits the people warning you are the same people selling the fix will it matter one day?? probably, postquant labs is calling 2028 but no machine on earth can crack a single key today arthur hayes nailed it, the real risk is people reusing addresses bitcoin:native is sitting at $81.7k $85k comes way before any quantum computer does”
“everyone is mad at luca netz for killing abstract it was the best trade he made all year..... igloo burned 8 figures funding the chain for 18 months he could have launched a rescue token and dumped it on you he didnt > chain shuts down december 15 > solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv down 89% from the top > pudgy floor still $5,977 all that money stops leaking into an L2 nobody needed it goes back into toys, pudgys and $PENGU the penguins were always the business the chain was the leak $PENGU will rip from here”
“@HunterKillerHQ bullish”
“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 came in hot at 3.7% and silver dumped 6% bitcoin:native only gave up 2%..... this thing will send eventually https://t.co/RF5RhBhIX3”
“richard heart got picked up in istanbul this morning on a finnish interpol red notice turkish intel raided his besiktas place and walked out with rifles drones gold and stacks of cash..... solana:7VBNRp8mY5AbPNzb9uvJfzmk4u6NC8oDGFxMrMiKpump down 45% on the day, pulsechain ethereum:0x2b591e99afe9f32eaa6214f7b7629768c40eeb39 down 42%, $PLSX down 29% the sec spent two years chasing him and lost on jurisdiction finland got him on aggravated tax fraud it never ends with the securities case, it ends with the taxes on pulsechain the founder is the chain and the chain just got cuffed solana:7VBNRp8mY5AbPNzb9uvJfzmk4u6NC8oDGFxMrMiKpump has not found the bottom yet”
“richard heart got picked up in istanbul this morning on a finnish interpol red notice turkish intel raided his besiktas place and walked out with rifles drones gold and stacks of cash..... solana:7VBNRp8mY5AbPNzb9uvJfzmk4u6NC8oDGFxMrMiKpump down 45% on the day, pulsechain ethereum:0x2b591e99afe9f32eaa6214f7b7629768c40eeb39 down 42%, $PLSX down 29% the sec spent two years chasing him and lost on jurisdiction finland got him on aggravated tax fraud it never ends with the securities case, it ends with the taxes on pulsechain the founder is the chain and the chain just got cuffed solana:7VBNRp8mY5AbPNzb9uvJfzmk4u6NC8oDGFxMrMiKpump has not found the bottom yet”