@blknoiz06 · coldest nigga breathing | @BullpenFi @MarketBubble
Coverage 15 Apr 2026 – 20 Oct 2026
Caller Score
92
Top 8% · #2 of 18 ranked
Scored calls
56
0 pending · 0 unresolved
Hit rate
61.5%
16 correct / 10 incorrect · 30 neutral
Avg 1h return / call
+0.12%
Avg return per call (1 hour horizon)
Following every call
+6.8%
Equal stake on all 56 calls resolved in the last 90 days
Mean alpha
+0.27%
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 (79) orders the cohort, and the Caller Score is the position in it. 7% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 65.9% | 97 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −8.7% | 38 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | +0.27% | 84 | 25% |
By month resolved · 1 hour horizon
16 records · every scored call links to its source post and price evidence
“am highly convicted in $BTC face ripper rally believe crypto natives currently have lowest conviction in this asset that theyve had in past ~decade one of only assets not correlated to complex ai trade & govt cash will need to fund ai buildout + inflation still sticky”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 100.0% |
78 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | 0.29 | 84 | 25% |
90 days · 1h
“stone bottom https://t.co/hk7VfjT7Qc”
“ai16z walked so virtual could run so $imd could fly https://t.co/MEt9tOJxcg”
“you thought onchain was hot now imagine when $SOL is > $200 & $PUMP is > $0.01 100x opps otw 😳”
“pump/sol & pump/usd pairings, swapped some more solana into pump betting on weekly close > .0055 and .01+ shortly after already 5x off bottom from summer & leading altcoin thus far this cycle believe this breaking ATHs will raise ceilings for all new launches, still very underowned, yearlong accumulation & buybacks remain consistent with crosschain mobile app gaining traction ---- other general market thoughts zec 400 to 1600 in Q3, up from 40 in september of 2025, (500M -> 20B mcap) by far the top crypto performer of the past year, entering the double bubble turbulent area where price action becomes most volatile and blow off top ensues, i believe btc 2017 is best comp, aggressive uptrend+selloffs all year btc eth & sol holding above range highs after good move off the lows from the summer, pa has been clean, no large liq runs yet but believe most are still offsides, think higher before pullbacks hype & lit have been strong but recently sold off p aggro on robinhood perps integration news, believe this is the time period where it will make the most sense for hyperliquid & lighter to be aggressive with marketing, especially hyperliquid as i feel they have dominated but mostly exhuasted all of the liquidity of the crypto native cohort, hyperliquid has ~100k active traders? RH has 25M DAUs, want to see hyperliquid move aggressively into marketing towards more retail but also tradfi HNWI clients, am sure they are already thinking of ways to do this but is necessary step for them becoming 1T+ behemoth as Jeff envisions, partnership with Kraken on US integration is a big step this is also the area where i expect a lot of builders to capitalize, HL builder codes are designed in such a way that retail frontends can build easily on top, believe gamified hyperliquid mobile apps will be some of the most successful crypto apps this cycle, similar to trading terminals success last cycle with onchain coins, social trading has been huge sofar with onchain coins, but PNLs on perps are much larger & whoever figures out how to tap that liquidity wins huge ---- timing altcoins zec uptrend started sept 2025 hype uptrend started jan 2026 pump uptrend started july 2026 ZEHYPERPUMP still strongest 3 imo stating because i believe it will be important to be able to determine where different altcoins are in their market cycles, crypto does not trade one to one anymore, btc eth sol were all in downtrend for most of the year while hype outperformed aggressively, pump was in downtrend for a year straight while zcash pumped 20x, alt szns are an ever-rotating game, not something that happens all at the same time, being able to recognize when certain trends are beginning and others are ending is a necessary skill for compounding wins together if i had to guess in terms of timing macro trends in three parts, id say zec is in its last third, hype is in its middle third, & pump is in its first third it takes time for a base to build on assets before demand outweighs supply and uptrend begins & the opposite happens at tops when supply eventually outweighs demand go look at old coinbase & robinhood charts, same trend diff timeframe ----- anyway my point being i believe we are entering a new phase for alts doing well, onchain & cex alts, cex alts currently have extreme discounts because of how poorly they did last cycle, imo this is your opportunity for identifying gems in the piles of trash, because there are some out there and most still believe crypto is a scam there is a lot of sidelined capital looking for things to bid, VCs & smart retail alike the time to make your list of which coins to start buying is now, everything is floored ------ TLDR: Q4 bias: bullish, pullback + OI wipe in October, early bull market but late lev entries dangerous, high conviction spot positions safe highest conviction: PUMP invalidation levels: 74k, 73, .0034, 750, 95 concerns: rates/war/dxy strength”
“we are entering the greatest bull market crypto has ever seen, your only job is to remain steadfast in your conviction and appropriately size your portfolio into a diversified set of bets https://t.co/8rhZT2w16P”
“there's still too much capital waiting on the sidelines for me to start de-risking here BTC is sitting around a major range, ETH has already shown some relative strength, and onchain has been running hot enough that taking profit here makes sense for a lot of people i'm still leaning the other way fund flows have picked back up, fresh money keeps finding its way into majors, and plenty of capital still hasn't participated in the onchain move yet chop around these levels makes sense, but i still think there's more money left to enter than people expect”
“FOCUS https://t.co/MxmcZZ2x4D”
“@chiefingza CHIEFING ZA BULLPOSTING SOL ALERT ALERT SOUND THE ALARMS ITS TIME TO SEND IT”
“bullish at the bottom when nobody else dared to be, up only from here $ANSEM 🐂🀄️ https://t.co/EdB1uPQCue”
“its going to get very, very silly last cycle 90% of retail was exit liquidity for smart traders bc centralized exchanges did not list memes until multi billions + listed infra that was down only since launch & there were no easy to use mobile apps this cycle we will have retail with ability to one-click ape anything trending on-chain in less than a minute across any blockchain there has never been a time in crypto's history where it was this easy for retail to speculate on lowcaps with very little friction also we have centralized exchanges who missed out on massive volume & will be much more likely to list coins going forward, imo can see this already with how much coinbase is implementing coinbase wallet into the exchange natively even allowing ppl to instantly ape new launches memecoin volumes will attract retail traders, but will also attract builders bc open blockchains are the best place for smart developers to go to get instant liquidity for ideas, especially with ai tools like fable & others, am very bullish on tokenization and innovative apps coins like $ANSEM which are able to command & compound attention throughout the bull run will benefit massively on-chain supercycle”
“I AM BACK AND BULLISH ETH devs are shipping actually novel things onchain. that's how bullish i am on crypto now the market moves quickly, have strong convictions, loosely held https://t.co/316Kxssz8o https://t.co/CHkW9iyg7t”
“thanks @notthreadguy for having me on! got to talk about why im bullish crypto as an asymmetric bet here and how this cycle can be different than previous ones, feels like 2023 all over again with being countertrend to the consensus on here https://t.co/47Jd4B2DbJ”
“bottom's in on bitcoin bottom's in on solana bottom's in on onchain speculation time to make some money”
“bottom's in on bitcoin bottom's in on solana bottom's in on onchain speculation time to make some money”