According to @KookCapitalLLC, Vest Exchange is a new perpetual DEX offering thousands of traditional finance markets alongside crypto, with a core focus on stock and equity index contracts, source: @KookCapitalLLC. The author states traders can earn 1.5x points when trading equities and equity indices, highlighting a points-farming opportunity, source: @KookCapitalLLC. The post describes the platform as promising and explicitly says it is worth farming, source: @KookCapitalLLC. The author also shared an access link via alpha.vestmarkets.com, indicating where users can join, source: @KookCapitalLLC.

According to @KookCapitalLLC, the founder of Plasma stated that ongoing Crypto Twitter FUD is baseless in an X post on Oct 1, 2025, source: @KookCapitalLLC on X, Oct 1, 2025. The post provides no evidence, incident details, token ticker, or exchange disclosures, so there is no verifiable catalyst or on-chain trigger offered by this source alone, source: @KookCapitalLLC on X, Oct 1, 2025. For trading decisions, this confirms only a public denial rather than resolution of any alleged issues, so sentiment and price action should be guided by market data rather than this statement alone, source: @KookCapitalLLC on X, Oct 1, 2025.

According to @KookCapitalLLC, Hyperliquid is the only BTC Layer-2 that matters and its uBTC is sufficient to use BTC in DeFi, highlighting Hyperliquid as a primary venue for BTC on-chain activity; source: @KookCapitalLLC on X, Oct 1, 2025. According to @KookCapitalLLC, the same model applies to other tokens, signaling a platform-wide approach that traders can factor into L2 rotation and liquidity allocation decisions; source: @KookCapitalLLC on X, Oct 1, 2025. According to @KookCapitalLLC, traders can respond by monitoring uBTC liquidity, BTC and uBTC perpetual funding rates, open interest, and spot perp basis on Hyperliquid to validate flow; source: @KookCapitalLLC on X, Oct 1, 2025.

According to @KookCapitalLLC, Hyperliquid’s uBTC is the only BTC Layer 2 that matters for using BTC in DeFi, implying liquidity consolidation toward Hyperliquid over alternative Bitcoin L2s (source: @KookCapitalLLC on X, Oct 1, 2025). For trading, monitor uBTC versus BTC price basis and funding rate differentials across venues to gauge potential demand migration toward Hyperliquid (source: @KookCapitalLLC on X, Oct 1, 2025). Track uBTC market depth, open interest, and bid-ask spreads on Hyperliquid to assess executable size and slippage risk if liquidity concentration accelerates (source: @KookCapitalLLC on X, Oct 1, 2025). Watch uBTC mint/bridge inflows and Hyperliquid on-chain activity and fee trends as confirmation of adoption that could influence BTC perp funding and DeFi liquidity flows (source: @KookCapitalLLC on X, Oct 1, 2025). The post signals a potential narrative rotation affecting assets tied to Hyperliquid and broader BTC L2 ecosystems, so risk-manage exposure around catalyst-driven volatility (source: @KookCapitalLLC on X, Oct 1, 2025).

According to @KookCapitalLLC, Plasma shipped a mainnet featuring gasless USDT transfers in under six months, positioning speed-to-market and low-cost stablecoin UX as key differentiators for liquidity attraction, source: @KookCapitalLLC on X, Sep 28, 2025. According to @KookCapitalLLC, Monad has been raising hundreds of millions for roughly four years but has yet to release a product, framing an execution gap that could weigh on sentiment toward pre-launch L1s, source: @KookCapitalLLC on X, Sep 28, 2025. According to @KookCapitalLLC, the author characterizes Monad as a high-profile institutional rug, an allegation presented without supporting documentation in the post, which underscores the need for traders to validate claims via verifiable mainnet status, USDT transfer costs, and public release timelines before reallocating capital, source: @KookCapitalLLC on X, Sep 28, 2025.

According to @KookCapitalLLC, a 15,000-word bearish article argues XPL is not worth its current valuation, which the author rejects while asserting a $50B market cap is coming sooner than expected (source: @KookCapitalLLC tweet on Sep 28, 2025). The post presents a clear bullish stance against a bear thesis but includes no valuation metrics, catalysts, methodology, or timeline (source: @KookCapitalLLC tweet on Sep 28, 2025). For trading purposes, this tweet functions as a sentiment signal from a Crypto Twitter account rather than a data-backed analysis, as the post provides no supporting figures or links (source: @KookCapitalLLC tweet on Sep 28, 2025).

According to @KookCapitalLLC, current prediction-market KOL contracts set KPI targets, pay roughly USD 1,000 per month, and include legal penalties if influencers post about competing platforms, including monetary charges. source: @KookCapitalLLC on X, Sep 28, 2025. For trading decisions, this indicates influencer coverage in the prediction-market niche can be contract-driven and restricted in competitive comparisons, so sentiment from KOL posts should be evaluated with these constraints in mind. source: @KookCapitalLLC on X, Sep 28, 2025.

According to @KookCapitalLLC, a hypothetical quote to buy one dollar on Plasma for $0.0004830 implies a 99.9517% discount to par and roughly a 2070x move back to $1 if fully redeemable, based solely on the posted figure; Source: @KookCapitalLLC. The post does not provide verification of venue details, liquidity depth, order size, contract address, or any redemption/withdrawal path to fiat or major stablecoins, so no actionable arbitrage is confirmed; Source: @KookCapitalLLC. The post also omits bridge status, settlement timelines, and counterparty risks that are necessary to validate whether such pricing is real and realizable; Source: @KookCapitalLLC.

According to @KookCapitalLLC, broad retail inflows are unlikely to return, using the fact that only 15% of people globally own stocks as an analogy to suggest crypto retail adoption may be saturated, source: @KookCapitalLLC. The author argues the next leg of crypto performance depends on institutional exit liquidity, concentrating opportunity in assets with strong institutional appeal, source: @KookCapitalLLC. For positioning, the author points to xpl as an example of where institutional flows could accumulate, indicating traders should prioritize institutionally favored venues for better liquidity and execution, source: @KookCapitalLLC.

According to @KookCapitalLLC, market chatter in social audio spaces suggests some participants think the meme coin trade may be fading while perpetual DEX narratives could be next in focus, signaling a potential narrative rotation risk for traders (Source: @KookCapitalLLC on X). According to @KookCapitalLLC, the author warns that following consensus KOL opinions tends to be lagging and urges traders to curate their feeds to stay a step ahead, highlighting execution risk from herd-driven entries (Source: @KookCapitalLLC on X). According to @KookCapitalLLC, the key trading takeaway is to de-emphasize influencer-led signals and focus on earlier, independent discovery to avoid late-cycle positioning in crowded narratives (Source: @KookCapitalLLC on X).

According to @KookCapitalLLC, exponential wealth in this bull market comes from aligning three cycle trades with their prevailing metas: SOL (early/mid), HYPE (current), and XPL (emerging). Source: @KookCapitalLLC on X, Sep 27, 2025. For SOL, the author says the edge was to flip meme coins during the 2023–2025 meme supercycle to stack SOL, stake natively across protocols, and distribute at SOL all‑time highs in fall 2024 and Jan 2025, rather than rotating into stables. Source: @KookCapitalLLC on X, Sep 27, 2025. For HYPE, the author claims identification of the trade post the alleged jellyjelly exploit attack, accumulating from around 14 dollars, staking, and maximizing the meta by heavy usage of Hyperliquid Core and Hyper EVM and farming key emerging protocols, noting no VC allocation and 42 percent supply for the community likely via airdrops. Source: @KookCapitalLLC on X, Sep 27, 2025. The author asserts that active usage and staking on HYPE should position users best for prospective ecosystem rewards and targets, while emphasizing that the meta is product usage rather than memes. Source: @KookCapitalLLC on X, Sep 27, 2025. For XPL, the author reports advocating the ICO since June and frames late‑cycle positioning around the institutional stablecoin narrative, expecting XPL to become a top‑10 crypto with a plan to accumulate spot now, stake natively when live, and farm high‑quality tech and infrastructure ICO allocations such as USDai using allo farming. Source: @KookCapitalLLC on X, Sep 27, 2025. The author describes this approach as cycle trade plus meta execution, adding that infra‑fi ICOs could be the dominant late‑cycle opportunity to scale exposure to the XPL trade. Source: @KookCapitalLLC on X, Sep 27, 2025.

According to @KookCapitalLLC, USDai is an infrastructure-backed stablecoin that generates yield through a mix of U.S. Treasury bills and AI-compute infrastructure loans and is launching on Plasma (source: @KookCapitalLLC). According to @KookCapitalLLC, an allo points accumulation window is currently open, and the final allo points balance will determine how much of the USDai governance token ICO a participant can purchase, similar to how XPL worked (source: @KookCapitalLLC). According to @KookCapitalLLC, traders can either buy USDai on a DEX on Plasma or buy USDai yield tokens (YTs) on Pendle on Arbitrum to earn allo points (source: @KookCapitalLLC). According to @KookCapitalLLC, holding USDai is described as less risky and earns allo points for holding a stablecoin, while holding USDai YTs earns allo points about 30x faster right now but carries higher risk (source: @KookCapitalLLC). According to @KookCapitalLLC, a combined approach of holding both USDai and USDai YTs is being used personally (source: @KookCapitalLLC).

According to @KookCapitalLLC on X on Sep 26, 2025, they initiated a HYPE spot trade aiming for a move back to $50 with no leverage, preferring increased position size (source: @KookCapitalLLC). According to @KookCapitalLLC, their current HYPE allocation remains 90% staked and 10% farming on EVM, and they state they have never sold a HYPE token (source: @KookCapitalLLC). According to @KookCapitalLLC, over $100 million flowed from BNB Chain to Hyperliquid via deBridge yesterday, indicating rising liquidity on Hyperliquid (source: @KookCapitalLLC). According to @KookCapitalLLC, Aster is weakening and “the king is back,” suggesting Hyperliquid’s renewed dominance in on-chain trading flows (source: @KookCapitalLLC).

According to @KookCapitalLLC, a claim is circulating that Aster may not be a DEX but a CEX using a wallet-based login, and the author is seeking confirmation rather than presenting evidence (source: @KookCapitalLLC on X, Sep 26, 2025). Because the post provides no technical documentation, contract addresses, or official statement, the allegation remains unverified and should not be treated as tradeable information by itself (source: @KookCapitalLLC on X, Sep 26, 2025). Traders with exposure to Aster-linked assets or liquidity pools may choose to pause new allocations until on-chain architecture, custody model, and smart contract control are confirmed by official Aster materials, which were not included in the post (source: @KookCapitalLLC on X, Sep 26, 2025). Monitoring for verifiable disclosures from Aster’s official channels or audits is key before pricing in custodial risk or adjusting positions based on this claim (source: @KookCapitalLLC on X, Sep 26, 2025).

According to @KookCapitalLLC, the market does not have enough perpetual DEX options and should return to the proliferation seen during the BSC fork DeFi Summer period, indicating a push for more on-chain derivatives venues (source: @KookCapitalLLC on X, Sep 21, 2025). According to @KookCapitalLLC, a cited example from that era was Hyrule Swap, where farming the Golden Rupee led to significant losses and the token ultimately went to zero, underscoring liquidity and tail-risk concerns for farm tokens (source: @KookCapitalLLC on X, Sep 21, 2025). According to @KookCapitalLLC, this highlights retail appetite for more perp DEX launches while simultaneously reminding traders that illiquid emissions tokens can rapidly collapse to zero, a material risk factor for strategy design and risk management (source: @KookCapitalLLC on X, Sep 21, 2025).

According to @KookCapitalLLC, Hyperliquid embodies fully on-chain, transparent market infrastructure and marks a massive leap forward for market structure, emphasizing auditability for traders; source: https://x.com/KookCapitalLLC/status/1969449830712791494. The post asserts that Bitcoin (BTC) emerged after the 2008 financial crisis to replace opaque black-box banks with an immutable public ledger, highlighting transparency as the core design principle; source: https://x.com/KookCapitalLLC/status/1969449830712791494. The author critiques CZ’s stance, stating he doesn’t get or dislikes this transparency-first ethos, and provides CZ’s post for context; sources: https://x.com/KookCapitalLLC/status/1969449830712791494 and https://x.com/cz_binance/status/1969445370892542393. The core trading takeaway presented by the author is that full market transparency and on-chain execution are becoming non-negotiable features for venues, with Hyperliquid highlighted as the example traders should watch; source: https://x.com/KookCapitalLLC/status/1969449830712791494.

According to @KookCapitalLLC, they trimmed their Aster position at $0.81, set the next sale at $1, and will keep a moonbag for potential upside, source: @KookCapitalLLC on X, Sep 19, 2025. According to @KookCapitalLLC, they added that the best use case for so-called 'temu hyperliquid' is showing how good the real Hyperliquid is, indicating a preference for the real Hyperliquid platform, source: @KookCapitalLLC on X, Sep 19, 2025.

According to @KookCapitalLLC, Pump.fun (PUMP) has roughly the same run-rate revenue as Hyperliquid (HYPE) while HYPE trades at about 7x the fully diluted valuation (FDV), indicating a potential relative value mispricing, source: @KookCapitalLLC on X, Sep 19, 2025. According to @KookCapitalLLC, the market currently treats HYPE’s perpetuals revenue as more durable, aided by builder-code distribution with Phantom and MetaMask plus the upcoming HIP-3, whereas PUMP lacks an equivalent distribution model, source: @KookCapitalLLC on X, Sep 19, 2025. According to @KookCapitalLLC, meme-launchpad revenues are underappreciated in durability because a large cohort of traders prefers gambling on memes over perps, and Pump.fun dominates the meme market, source: @KookCapitalLLC on X, Sep 19, 2025. According to @KookCapitalLLC, Pump.fun has shown +450% app user growth and added a streaming business, which the author cites as innovation supporting revenue durability, source: @KookCapitalLLC on X, Sep 19, 2025. According to @KookCapitalLLC, HYPE is a strong token but not worth a 7x premium over PUMP on current run-rate revenue, and the author expects PUMP to re-rate higher to narrow the valuation gap, source: @KookCapitalLLC on X, Sep 19, 2025.

According to @KookCapitalLLC, MetaMask is actually giving a token, as stated in their X post on Sep 18, 2025. Source: @KookCapitalLLC on X, Sep 18, 2025. The post provides no ticker, distribution method, snapshot criteria, or launch timeline. Source: @KookCapitalLLC on X, Sep 18, 2025. No official announcement or documentation from MetaMask or ConsenSys is included in the post, so the claim remains unverified based on the cited content. Source: @KookCapitalLLC on X, Sep 18, 2025. For trading purposes, treat this as an unconfirmed headline and wait for validation from official channels before making positioning decisions. Source: @KookCapitalLLC on X, Sep 18, 2025.

According to @KookCapitalLLC, the Federal Reserve delivered exactly what markets expected, removing the macro overhang and increasing certainty, setting a higher directional bias for risk assets across stocks and crypto. Source: @KookCapitalLLC According to @KookCapitalLLC, with event risk cleared, markets can breathe and float higher, implying constructive near-term posture for BTC, ETH and equities as uncertainty premium compresses. Source: @KookCapitalLLC