claussy

product / growth @centaur_io

[claussy @claus17103]

social skills in trading apis are very good at telling you which assets are being amplified on X right now. what the best kols are actually trading is a different dataset.

@Surfdeveloper has the deepest social stack in an trading agent i have used to date. i asked it who the best social accounts to track are and what they are trading.

it gave me a role-split watchlist with protocol voice, macro regime, bitcoin:native bias, meme beta, a fraud filter. every row carried a copy-trade column and every row said no, do not copy, or high risk.

it said plainly that named kol wallets are not streamed as a live portfolio and that is where most social skills currently stop. amplification is measurable, but positions take extraction work that most stacks have not done.

so i plugged the centaur api into surf studio to see how the two layers work together: https://t.co/wjUWsIImJ7

if you are building an agent, attention is the easy thing to measure. trades, ideas and positioning from vetted sources are where the edge is.

[claussy @claus17103]

while i have always dreamed of owning a holiday home opposite bitcoin park nashville, i still don't know why that would make me long or short bitcoin

feels like almost every exchange is adding an X feed right now and almost none of them are connected to what is on your screen. the tweets have nothing to do with the trading data sitting right next to them

3 clear problems -
1) the accounts are wrong, protocols and news aggregators and random trading accounts all repeating what is already shown on the asset page
2) the filtering is basic word association, btc gets mentioned so btc goes in the feed
3) and then nothing, no read, no context, no reason this post is in front of me while i am sizing a position

social is a real indicator and it's good to see platforms finally embracing it as one. but showing me a tweet besides a chart is not the same as telling me what to do with it

[claussy @claus17103]

can i get a meow cash-cat:native

[Lunar Strategy @LunarStrategy]

Project spotlight: @centaur_io

The best traders already share their moves in public, on Telegram and X, for free. Most of it disappears into the feed before anyone can act on it.

Centaur reads that public activity and structures it into data. A message only becomes a trade event once it carries a clear asset, direction, and action, tracked as open, increase, decrease, or close, and evaluated on fixed windows after entry.

Five asset classes are covered: crypto, stocks, indices, commodities, and FX. Every trade event is also flagged by how it was derived, either read directly from the trader's post or inferred by the system from position progression, so anyone building on the data can filter to what they trust.

The data is built to be used: the same intelligence is available through an API and an agent-native MCP connection.

This is one example of public trading activity becoming infrastructure other products can build on.

[claussy @claus17103]

summer is over, time to lock in

september cal, built off the @centaur_io api, so you can see what traders are actually watching this month

time to print besties

[claussy @claus17103]

@KobeissiLetter bridged from solana to the US mint

[claussy @claus17103]

interesting take and i see the loop you are describing but i think this behavior happens off trading platforms too and there it is much harder to catch

people already searching for and even paying for trading advice everywhere. tg channels, discord, youtube, paid outlets... that demand exists whether or not an app captures it. off platform none of it is easily verifiable - deleted msgs, photoshopped pnls and no easy way to check what the person is actually doing

in your malevolent case the trader gets caught. that only happens because there is a public record of their entries and exits tied to an account. the app is what creates that record vs a trader shilling something to their community via socials

on clout being unmonetizable, that assumes the only way to earn from an audience is dumping on it which is defn not the case for most actually good traders e.g.
fee share and subs can be a solid revenue stream where the trader needs their followers there

exit liquidity exists in every market. the difference is whether you find out months down the line that the person you followed was selling into you the whole time, or you can see it in his positions while it happens

retail participation keeps growing and people keep looking for someone to follow. whoever makes the most of that visible is what survives

[claussy @claus17103]

make that a dozen 🍪 @anandragn $AEHR

[claussy @claus17103]

$AEHR is down 50% from its august high

if you are gonna bake cookies you need to make sure every egg going into the bowl is fine. 1 bad egg and the batch is OVER

ai packaging bundles multiple dies into 1 module. the more expensive that module gets, the more it costs to lose 1 bad die inside it. burn-in catches the bad die before it gets packaged with the good ones, and demand for it scales with how complex each new generation of chip gets.

@PhotonCap has been buying since the $90s, 2 weeks running, adding on the way down, and still sees the ai burn-in thesis holding. @ren_stocks put it up as a trade idea the same night, genuinely good company, drop reads like funds selling. @damnang2 called it way too tempting at these levels. @ParadisLabs is still bullish the same as a few months ago, with $AEHR sitting in his silicon photonics stack as the wafer level burn-in name.

11 tracked positions on $AEHR since may, every one of them long @centaur_io

[claussy @claus17103]

@BullTheoryio does this mean no more bank holidays

[claussy @claus17103]

see whose desires you are copying

[Garry Tan @garrytan]

Rene Girard is worth studying.

If desire is the prime mover in society, where is it from? Mimetic desire.

Once you know that, you see it everywhere. In others, and in yourself.

Then you can be more careful who you admire and what desire you put out in the world.

[Tony Cotzias @tonycotzias]

Across 13,000+ verified trading signals, nearly 500 basis points per position separate the most original traders from the most derivative. https://t.co/zCHjD8cDdp

[claussy @claus17103]

i don't think social trading flips instagram and tiktok. i think it sits on top of them, and the reason is what happens when you actually try to copy someone.

you land on a profile. a name, a pnl, some open positions. and it cannot answer the questions you immediately have. is this everything they trade or the one wallet they chose to connect. did they say this before it worked or after. do they exist anywhere else.

onchain the history is all there, which is the part these products get right. but a linked address is a choice. nothing stops someone connecting the wallet that is working and leaving the rest unlinked, and the perps on a cex, the equities, the gold, none of it is onchain at all.

so you go looking. you open their X, you join the telegram. not for the numbers but for everything the numbers do not carry. the thesis behind the entry, whether they were early or late, how they behaved in a drawdown. a handle with 5 years and 40k followers is reputational collateral in a way a wallet string never is. it is also how you tell a repeatable process from someone who got lucky once.

and that is the part nobody verifies. a call can be deleted. 9 that went to zero disappear, the 1 that ran 100x gets pinned, and what is left looks like conviction. socials are engagement engines, so the trader who tells it best beats the trader who trades best.

FINRA reported that 61% of investors aged 18 to 34 have already acted on a social media personality's recommendation. the call happens on one system, the execution on another, and nothing sits between them.

which is why every product picks a side. copy trading has identity with little reach. wallet trackers have receipts with no names. social trading platforms come closest, you trade under a name and can see other profiles, but they can only verify what happens inside them.

everything a trader posts, across their social channels, is often the most complete account of what they run. it is also the least verified. that is a problem worth solving.

[Ansem 🐂🀄️ @blknoiz06]

social trading is going to flip instagram and tik tok

multi trillion dollar outcomes over the next decade for crypto apps who bridge gap between speculation and social

[claussy @claus17103]

in nancy we trust $INTC $BE

[unusual_whales @unusual_whales]

BREAKING: Nancy Pelosi just disclosed up to $13.5 million in new stock trades.

Major buys include:

15,000 shares of Bloom Energy, $BE
10,000 shares of Intel, $INTC

She also purchased calls worth up to $5 million in $BE and $500,000 in $INTC, expiring 06/17/2027.

You read that right.

She bought leveraged positions in companies that the government legislates.

[claussy @claus17103]

quiet for 17 days, but 10 traders on @centaur_io were already long $ZEC. then it adds 44.6% in 30 hours. that group is +60%. the 23 who opened after the move are +1.9%

watch the crowd

[Tony Cotzias @tonycotzias]

My best trade ever was buying $WIF the moment Ansem posted about it. That trade taught me more about markets than anything prior — and it is also why we stopped building for the trenches. Why we left, and what we are building instead: https://t.co/yt7WzvFHa1

[claussy @claus17103]

there is only 1 step @centaur_io

[Centaur @centaur_io]

Crypto ownership just hit an all-time high. Exchange trading volume fell more than 50% in the same stretch.

The problem isn't acquisition. It's that funded users land on a wall of charts with no idea what to trade.

Read more about it👇
https://t.co/8BHPmCIX7s

[claussy @claus17103]

three traders we track put on the exact same pair inside 36 hours. long korean memory, short US memory.

- @hummusXBT on TG went first. long $SKHY yesterday morning, went short $SNDK and $MU shortly after.
- @GarrettBullish had been long hynix since aug 7th, he later shorted micron and said "SK Hynix will start outperforming Micron for quite a while." the long leg is +17.7%, the short is +0.4%.
- @blondesnmoney went long $SKHY then short $WDC

the aggregate is on their side so far. across every open position on centaur, the korean longs average +8.5% with 15 of 17 in profit. $MU longs average +0.4% with 7 of 17 underwater. 9 days ago that was reversed, the asian side of the memory book sat at -6.6% while the US side was flat.

then the buyback landed this morning. @PhotonCap went long on the news. @szjcapital followed and is accumulating, still sizing whether this is a "3-4 year bull cycle, 5-6 year bull cycle, or a monster 10 year bull cycle."

[claussy @claus17103]

there will be signs bitcoin:native

[THE CENTERN @cen_tern]

$BTC ran to $71.8k in 17 hours

@blknoiz06 long from $64k +12%
@CryptoTony__ long from $63k +13%, added at $68k

the tape is 37 longs vs 9 shorts

@Silk_0x got stopped twice and re-shorted $69k
@hyde6000 opened another short at $69.5k

the rally hasn't convinced everyone