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@blknoiz06 · coldest nigga breathing | @BullpenFi @MarketBubble
Coverage 15 Apr 2026 – 20 Oct 2026
Caller Score
39
Top 61% · #14 of 22 ranked
Scored calls
122
1 pending · 11 unresolved
Hit rate
53.7%
36 correct / 31 incorrect · 55 neutral
Avg 7d return / call
+0.05%
Avg return per call (7 day horizon)
Following every call
+6.4%
Equal stake on all 122 calls resolved so far
Mean alpha
-0.20%
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 (51) orders the cohort, and the Caller Score is the position in it. 15% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 53.3% | 76 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −108.2% | 42 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | -0.20% | 30 | 25% |
By month resolved · 7 days horizon
11 records · every scored call links to its source post and price evidence
“got absolutely smoked on this btw, not great sign for the rest of these $1T IPOs coming down the pipe rest of the year will keep tracking it and wait for signs of bottom to form but in no rush to get back in this atm $SPCX https://t.co/w3P8xrBdDE”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 96.2% |
76 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | -0.01 | 42 | 25% |
All time · 7d
“looking like gonna be right on memory top, solana strength has been notable, want to see $BTC hold the lows here & divergence from $MU would be great if the mag7 could hold up so not widespread weakness in stocks https://t.co/Ff7X5cKaOW https://t.co/pWwy4hL5Uo”
“kospi korean index down -8% today just got halted, $MU down 10% from highs after briefly making a new ATH US stock indices likely follow through tomorrow w/ downside also $BTC still holding lows but looking increasingly unlikely if general market weakness continues https://t.co/2OQLfCG4IO https://t.co/GwnmPBdo5f”
“if im right on this & memory does not sustain the pump post $MU earnings then Q3 is going to be red and we will get discounts to buy everything, confirmed on price action beneath the lows pre-ER around $1050 mag7 still weak and still trapped in the loop of spending infinite while open source models improve for much cheaper believe good spot to be derisking if you are up fat over the past year as stuff is up legit 100x might be overly optimistic on the crypto side of things assuming feb lows hold on BTC & SOL, wrong if weeklies & monthlies close beneath $60k / $60 & they would likely haircut -30%+ from breaking those lows if you dont want to take chance of breakdown beneath lows, you can derisk positions & wait for strength above $66k & $80 on weekly close which is likely when uptrend resumed on both, dont need to give this recommendation to active traders as they'll respond to pa in real time but am aware that most are not doing that so much more difficult to respond quickly miss about 20% of upside for a higher hit rate trade”
“think $MU beats on ER makes a fresh new all time high & then thats the memory top for a couple months mag7 has already been notably weak and down off the highs, memory & semis have been carrying the market was wrong on SpaceX strength until first major unlocks which is another sign of retail buyer exhaustion in market imo, will cut this on sustained weakness below open price at $150 capex concerns become materially more important if open source models continue to compete w/ closed source at much lower cost as we've seen this narrative accelerate over past couple months & this has not become a mainstream view yet + need to research CXMT concerns w/ rates & inflation are real, believe bessent's comments today convey their concern w fed not cutting rates, believe that warsh removed forward guidance so that they can respond to activity in the markets & not try to calm markets ahead of time which means its likely that they will reverse course once its apparent inflationary shocks from hormuz were temporary especially if we have market weakness at the same time, gives good window from now to end of july when next fed meeting is for markets to cool off as theyve been straight vertical since end of march crypto has been the sad kid in the corner for past two years, but believe it is in great position now with a few tailwinds that also align with ones that would make the stock market weaker, if open source ai & decentralized inference becomes a popular narrative then solana is one of the best trades to take over the next 12 months that can benefit from startups building & tokenizing products around this narra, it is the only L1 performant & cheap enough to host various applications from all different market sectors, & has consistently proven its ability to fundamentally improve underlying infra while attracting talented builders, current concerns around monetary policy & token demand vs supply are being discussed fervently with simds 123/553/550 it is much harder to build a performant chain with retail interest than it is to change monetary policy around token, if the high capex costs US tech companies are spending turn out to not be as efficient then the money from ppl taking profits there will look elsewhere & crypto gains momentum fast off the bottom currently down ~80%, last cycle sol did well mostly as a memecoin chain and clipped previous all time highs of 2021, now there is focus on perps with jtx/phoenix/bulk, focus on tcgs & breakout success with cards, focus on privacy with arcium, & two dominant tokenization platforms with heavy incentives to support protocols that arent just memecoins with metadao & pumpfun, believe sentiment around onchain apps & tokenization is at peak bottom sentiment & that there are existing protocols onchain which will do very well once sentiment flips on crypto again, & we've seen this year with hype's performance that other L1s are not dependent on btc to do well, believe sol will be an outperformer and it will catch a lot off guard in early part of trend for bitcoin saylor & microstrategy concerns are real but theyve shown they are willing to dilute mstr holders to continue buying btc & shore up cash to pay preferreds, long btc/mstr pair seems like a good trade, but bitcoin is at very important level with 2021 previous all time highs & 200W moving average, 60k holding will mstr breaking support would be good sign for long term bottom being in hype has been weaker on LTFs since last week, lots of narra around its strength has been from tradfi eyes & think they are more valuation sensitive than crypto traders, revenues have been mostly flat even with hip3 success & may see more consolidation until those improve meaningfully into rerating higher overall think pump today then selloff after into beginning of Q3, think you get another chance to bid 60k btc & $60 on solana and thats the bear market low, frontrunning ppl waiting for 40ks & 40s”
“Everybody was saying all in short $SPCX I longed it last week live on the show I feel good about this trade, it was cool to be non consensus https://t.co/nkLctcYSoj https://t.co/BgwPbMhwip”
“microstrategy's $STRC falling off a cliff https://t.co/S6j2e662oF”
“$SPCX gonna rip today”
“"I actually think $SPCX might be a long, I'm probably going to position on this.... tonight" "Are you baiting clips right now" "No I'm not, I'm gonna do it" https://t.co/0EW21MEJaB”
“meanwhile $MU $1000+ i think it flips bitcoin at like $1300”
“$SOLS trying to breakout today, plur gave good overview on it below https://t.co/7uENpBtOrK https://t.co/4bpWVcYTnE”