@KookCapitalLLC · @TheKookLetter
Coverage 23 Apr 2026 – 20 Oct 2026
Caller Score
—
Low sample: 9 more calls to rank
Scored calls
6
3 pending · 5 unresolved
Hit rate
50.0%
1 correct / 1 incorrect · 4 neutral
Avg return / call
-1.03%
Avg return per call (each call's stated horizon)
Following every call
-6.2%
Equal stake on all 6 calls resolved in the last 30 days
Mean alpha
-1.48%
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 (55) orders the cohort, and the Caller Score is the position in it. 0% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 44.4% | 62 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −49.7% | 69 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | -1.48% | 46 | 25% |
By month resolved · Stated horizon
22 records · every scored call links to its source post and price evidence
“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”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 60.0% |
50 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | -0.04 | 54 | 25% |
30 days · stated
“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”
“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”
“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”
“bonk guy just ate a $15m drawdown portfolio peaked at $26m, now sitting at $10.4m..... robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 revenue went from $11.4m a day to $103k his bag alone is down from $10.3m to $3.47m holding a 70% dump in public is a choice bags this size do not bounce overnight”
“a nasdaq solana:So11111111111111111111111111111111111111112 treasury company is selling its solana:So11111111111111111111111111111111111111112 to buy back its own stock skyai has moved 1.25m solana:So11111111111111111111111111111111111111112 in 5 days, about $138m..... 211k more hit coinbase prime this morning offering $3 a share, 65% over fridays close, up to $201m the whole deal needs solana:So11111111111111111111111111111111111111112 to close above $100 for the entire offer the solana:So11111111111111111111111111111111111111112 treasury trade is unwinding in real time who is next????”
“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”
“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”
“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”
“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”
“if you buy the right founders you always win right now my big founder allocations are jeff, elon, satoshi hyperliquid:native bitcoin:native $SPCX $TSLA in terms of sizing, for me it looks like > jeff > satoshi > elon i do appreciate that having sized jeff the biggest might be a little crazy but i am extremely bullish and think in the short/med term hyperliquid:native outperforms the other assets on the list long term the weight will be distributed more like > elon > satoshi > jeff following a simple glide path to get there its really easy to win in investing over the long term just buy the best founders and let them compound your returns dont overthink it hyperliquid”
“only hit 45% of my target $SPCX allocation so far unfortunately i will just have to dca higher 20+ year hold”
“$SPCX lows are in..... hope you accumulated https://t.co/fecn6Hqg56”
“i know the ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 / $HOOD news was disappointing for lighter maxis but i am here to tell you there is a huge opportinity on ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 here step 1- open the ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 chart step 2- overlay the 30 day ema step 3- close the chart step 4- buy hyperliquid:native there is still time to correct your mistakes and ditch losing assets for winning ones buy hype and win thank you for your attention to this matter !!”