kook 🏝️@KookCapitalLLC
on exponential wealth creation in crypto
the key to generating exponential wealth in crypto is noticing cycle trades in tandem with prevailing metas
in this bull cycle i have had many 'meta' wins but the real exponential wealth has been generated on larger cycle trades
one feeds the other
in this post i will cover this cycle's 3 major cycle trades
and the prevailing metas related to each one
> sol (early and mid cycle trade)
> hype (current trade)
> xpl (emerging cycle trade)
your easiest opportunity to generate exponential wealth in crypto is to recognize the cycle trades early
and then exploit the prevailing meta to increase your exposure to said cycle trade
i hit each of these trades with a perfect 1000 batting average and i will explain what each looked like
1. sol (early cycle trade)
in fall 2023 smart crypto participants realized the theme of the cycle might be about memes
i noticed right after wif launched
but memes themselves weren't the trade - the trade was flipping memes to stack the cycle trade
which was sol
spending fall 2023 - jan 2025 stacking sol, not selling memes for stables, was an exponential wealth creation opportunity
i preached this many times - stake all your sol, native stake with diff protocols, sell at sol aths
and that's what we did
to recap - the early cycle trade was sol, and the prevailing meta was the meme supercycle
stack sold for 1.5 years and sell in fall 2024 and jan 2025 into an obvious top (trump)
that's what we did
we exploited the meme supercycle to get as much sol as possible and maximize the cycle trade
2. hype (current cycle trade)
i personally didn't farm hype or buy right after tge
it took me a little bit of time to understand it
by the time binance cartel colluded to attack the protocol with the jellyjelly exploit, i understood hype was very very important
if the most powerful organization in crypto wants to destroy hyperliquid, it must be important, right????
i identified hype as the next cycle trade at that time and accumulated a significant position from $14
the play was to accumulate a significant bag and stake it
the next step was to maximize the prevailing meta, which was not memes
lots of people and groups tried to force memes on hype but that clearly wasn't it
so what was the prevailing meta???? well, it was just using the product
hype has no vcs and 42% of supply still marked for community (likely an airdrop)
i advocated, and still advocate, heavy use of hyperliquid core and hyper evm
as well as farming the key emerging protocols on hyper evm
the meta on hype is using the product and contributing to the growth of the ecosystem
jeff built hyperliquid with an ethos and he is clearly focused on rewarding his community
adapt accordingly
we are still in the middle of this trade, but yes hype will go to $100+ and anyone using it regularly, along with key infra like hyperunit, will be very happy with the outcome here
cycle trade + meta
3. xpl (emerging cycle trade)
i talked about the deposit window back in june and advocated for the ico
as we got closer to tge, the stablecoin narrative became much more powerful
late cycle will be about institutional money positioning and stablecoins are the best real-world use case there is
tom lee is going to get generationally rekt because he thinks stablecoins are the bull case for eth (they aren't)
i've posted the bull case on plasma many times so i won't reiterate here but i will say i am now very sure that this is the last cycle trade and that xpl will be a top 10 crypto
what you should be doing now is accumulating a significant spot bag of xpl
native staking isn't even live yet - you are early
when native staking is live we stake the whole bag
but what about the prevailing meta???????
well, just like the prevailing meta on sol and hype are different, it's different on xpl too
and it's not memes - people trying to force a round peg into a square hole will fail in crypto over and over
the prevailing meta on xpl will be tech and infra icos
which is obvious, as they mirror the ico of xpl itself
the hint that this will be the dominant meta is fact everyone missed the xpl ico (unless you were following me and actually listening) and is scrambling to figure out why
look at the results of their raise and distro strategy - other institutional-grade projects will follow this
another clue is the early traction usdai already has
and they are using an allo farming strategy just like plasma itself did
so what do we do with xpl????
> accumulate spot
> native stake when staking is live
> farm for high quality ico allocations
infra-fi is going to be the new buzzword, we are buying infra-fi icos and we are going to print genny wealth again
xpl is a safe hold to $5+ plus, maybe more, like i said long term i believe this is a top 10 crypto
long post, but if you read it and understand it, you are setting yourself up to win
unfollow your favorite kol, they're still trying to get you to farm a perp dex on cardano, get rugged on sol trench memes, or gamble your money away on prediction markets pumping vc bags that invested in polymarket (we can't even invest 🤮)
the future is here
but most people don't see it yet
thanks for reading
- kook