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Published 15 Oct 2026, 15:00 UTC · fetched 20 Oct 2026, 08:29 UTC
kook
@KookCapitalLLC
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 inView original on X ↗
Deterministic: the same prices and policy always give the same result
r = 0.875543757135523 / 0.897034445141674 − 1 = -2.40%d × r = -2.40% against a neutral band of ±5.00% → neutralOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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