Story signal · how it spread on X · via Elfa

as of
thread quiet
Spread
i
Distinct X and Telegram accounts Elfa counted behind this story’s reports, summed over the thread. Not posts, not impressions.
8 accounts

first post
Leviathan +2 h later

GLXY reaction
i
Price change from the first post to 24 hours later (CoinGecko). BTC over the same window is shown so a market-wide move is not mistaken for a reaction to this story. Not advice.
−4.2% 24h after post

$23.26 → $22.28
BTC +1.7% same window

USDC reaction
i
Price change from the first post to 24 hours later (CoinGecko). BTC over the same window is shown so a market-wide move is not mistaken for a reaction to this story. Not advice.
0.0% 24h after post

$0.9996 → $0.9995
BTC +1.7% same window

Thread · 1 event
  1. First reportGalaxy launches institutional USDC and USDT vaults on Kamino’s Solana platform8 acc.
  2. Leviathan published this article

All times UTC.

Cited posts

  • @galaxyhq GalaxyFirst reportOn X ↗

    Galaxy Curation is expanding to @solana. We're launching two institutional vaults on @kamino, Galaxy USDC and Galaxy USDT, bringing our institutional risk framework to a second blockchain ecosystem. The same standards that govern our OTC trading and lending business, now…

  • @kaminoOn X ↗

    Kamino has partnered with @galaxyhq, one of the largest digital asset firms in the world, to bring Galaxy Curation to @solana Introducing the Galaxy USDC and USDT Vaults, now live on Kamino

  • @tokens Tokens on SolanaOn X ↗

    NEW: @galaxyhq launched two curated lending vaults on @Kamino, in USDC and USDT, extending its institutional vault business to @Solana.

Show 3 more cited posts
  • @solanaOn X ↗

    BREAKING: @galaxyhq is now a vault curator on @kamino. The Nasdaq-listed firm, with over $7B in assets under management and stake, is now curating two lending vaults on Kamino, one in USDC and one in USDT. https://t.co/yoqQw2Eu6E

  • @soymaikoldev Maikol 🇻🇪On X ↗

    .@Kamino anuncia una alianza con @galaxyhq, una de las firmas de activos digitales más grandes del mundo. Los vaults Galaxy USDC y USDT ya están disponibles en Kamino sobre @solana.

  • @SolanaCompass Solana 🧭 CompassOn X ↗

    NEW: @galaxyhq launches two institutional yield vaults on @kamino — the firm's first Solana deployment under Galaxy Curation.$USDC → higher yields, broader collateral$USDT → capital preservation, selective markets Same credit framework as Galaxy's $1.4B loan book. Which… https://t.co/V9ZL1Rs7Li

2 more accounts posted about this · 1 Telegram channel (no public link)

TradersTrader calls tracked by Elfa · not advice

Positioning · GLXY

Open47 open positions · 46 long · 1 short

Tracked accounts lean long about 97% of the time, so a long-heavy book is normal, not a signal. As of 17 Sep 14:18 UTC.

Reaction since the first post

Since 17 Sep 12:15 UTC3 calls opened · 3 long · 0 short

Callers with a scored record

@GreatMattsby long · entry $22.75alpha −0.160 · 47% hit rate · 38 scored

Alpha, hit rate and sample size exactly as Elfa reports them.

Whole equity market, not this story

Crowding73rd percentile · vs last 28 days, 50 typical
Pulse 24h55/100 · unusualness of new calls, 0–100, 50 typical, higher means more long than usual
Book94.9% long · 3,447 accounts

As of 17 Sep 14:00 UTC.

Social-monitoring data, not investment advice Elfa prices CoinGecko post text from Xas of

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