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@KookCapitalLLC · @TheKookLetter
Coverage 23 Apr 2026 – 20 Oct 2026
Caller Score
75
Top 25% · #5 of 18 ranked
Scored calls
53
0 pending · 21 unresolved
Hit rate
47.6%
10 correct / 11 incorrect · 32 neutral
Avg 1h return / call
+0.58%
Avg return per call (1 hour horizon)
Following every call
+30.5%
Equal stake on all 53 calls resolved in the last 90 days
Mean alpha
+0.48%
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 (64) 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) | 44.5% | 34 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −12.5% | 19 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | +0.48% | 94 | 25% |
By month resolved · 1 hour horizon
10 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 |
| 84.6% |
63 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | 0.40 | 88 | 25% |
90 days · 1h
“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”
“most people arent even aware of one of the best airdrops this year ethereum:0x31eea0edeb85b0cb65c1400bd2f4e487fd61b537 is going to $200m+ imo iykyk https://t.co/Q9osl8UqmX”
“eth catching down..... as usual https://t.co/kBfFxdBs92”
“i think tax token meta is just about done a lot of people disagree with me but if im wrong can you pls explain this why did $ZCAT and $PURR failed to make new highs during the period that the underlying tokens became the hottest assets on earth????? not a great sign”
“the biggest beneficiary from the sec allowing tokenized stock trading will be $uni uni is about to become a hot token everyone chases the biggest meme beneficiary to that will be solana:9Gf5csKmAiSbvoCPAdMxXonDo1V5fq9RQeY8MZEBb3zt we had it first ⬇️ 🔗 https://t.co/UBXFnIpCNt”
“solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump will be the fist $1b coin on robinhood chain trust”
“market feels a little hot flip new launches fast as they will all trend to zero more and more quickly consolidate into the winners as they will keep floating up the winners on robinhood i am allocated to are solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump hated rally incoming, ath and beyond, theres never been a project since doge with as many derivs $NET 'rw-play' defi meets memes meets gaming meets gambling..... the most interesting net-new (heh) thing onchain this cycle other small bets scattered around but for memes as a category im going to ride these for now these are the best early cycle narratives with the most upside imo majors not considered in this post ofc and thats where your biggest best should be placed ok lets see”
“if the bottom is really in and time capitulation is really over and its time for the big move up to start you want to be positioned in high quality assets here is what i like majors > $btc > $hype degen bags > $stonkbroker > $net nfa dyor”
“kookletter prints again $40k ---> $1m currently going a lot higher all the boys eating on $fefer want to print too??? link below https://t.co/GQ3LXThFy8 https://t.co/0mBncGJmRY”