claussy (@clausikami)

if X now owns where a lot of trades start, what does that mean for other trading apps?

congrats @fomo a big moment and more proof that, at least for defi, social is the moat

for everyone else, building that moat comes down to two things -
1) give users access to the trading ideas shared in town squares like X
2) give them the conviction to act on them

2 is the harder part. it means showing who else is in the same position or on the other side, aggregating theses, measuring performance, and working out which traders are worth listening to, for which assets and over which timeframe

that is the data that bridges the gap between a post and a trade

where is your app building it?

fomo @fomo 15h

Tap the cashtag, trade it on fomo.

Available for all @solana tokens.

View quoted post on X

claussy @clausikami Nov 3

the horse never stops its hooves, more soon

Tony Cotzias Verified account @tonycotzias Nov 3

October updates on @centaur_io analytics-
- launched 36 new traders
- processing daily 105 trading signals off of 25k posts
- cleaned up the data substantially - ideas and trades are separate
- webhooks, widgets, and custom integration work to make our clients' work smoother

View quoted post on X

claussy @clausikami Nov 3

when @that1618guy says ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 is the obvious trade for the next few weeks could be worth listening this time

0:25

claussy @clausikami Nov 2

one week in jan, ~$21. 12 traders on @centaur_io went long hyperliquid:native, only one was short

the signs will be there when you know who to listen to

@ScottPh77711570 @mert @Cheshire_Cap @Globalflows

0:14

claussy @clausikami Oct 28

$LITE fell ~31% in under three weeks, from ~$1,100 on oct 7 to ~$756 at friday’s close, as october turned into one long panic about how the AI buildout gets paid for.

2 of the top traders we track leaned in at the low within 48 hours of each other.

@Gaetano2026, our earnings-model guy (+25.8% avg 30D return across 71 scored calls), wrote it up at $756 over the weekend. @CKCapitalxx, who spent the month buying fear in quality names, has a tracked long from $756 too. by monday he was posting “photonics needs to run.”

$LITE is $867 today.

other traders we track on @centaur_io were bullish on $LITE in early October and bought around $1,050–1,100, near the top. the idea was right but the timing was wrong. these 2 traders shared the same bullish view, waited for the 31% drop, and bought around $756, so they are up 6–15%.

this is what we built positioning intelligence for. our leaders’ book endpoint shows you when two or more of our 30 top traders land on the same side of the same asset, it flags as confluence, and you can set alerts so you hear about it while the entry is still close to theirs.

Gaetano Verified account @Gaetano2026 Oct 26

StoneX initiated $LITE and $COHR at Buy today, with targets of $1,200 and $425.

Some specifics from the notes...

$LITE

NPO momentum brings the FY28 investment case forward.

Cites management’s demand timeline moving from late 2028/late 2029 to late 2027/early 2028.

Prospective scale-up mix now roughly split between NPO and CPO.

$COHR

Cites management’s target to more than double InP capacity again by year-end 2027, with Zurich production expected in H1 2027.

Management expects a quarter above $3B revenue by FY27-end.

Initial scale-out CPO production ramp expected in Q4 2026, followed by scale-up CPO and NPO in H2 2027.

More than 10 engagements in each architecture. Awarded content and production revenue remain undisclosed.

Pretty bullish targets theyve got here...
View quoted post on X

claussy

Latest posts 5