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.
2 accounts

1 report
first post
Leviathan 8.6 h before Elfa saw any post

XPL 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.
+9.5% 1d after event

measured by Elfa

Thread · 2 events · started 21 Jul 16:25 · last update 25 Sep 15:04 · quiet
  1. UpdatePlasma highlights strong first-year adoption for its Plasma One crypto card3 acc.
  2. Leviathan published this article
  3. UpdatePlasma marks its first year as XPL unlocks and Plasma One adoption grows2 acc.

All times UTC.

Cited posts

  • @C_Angermayer Christian AngermayerFirst reportOn X ↗

    I’ve believed for a long time that stablecoins are one of crypto’s most important use cases, which is what led me to become a founding investor in @Plasma Until Plasma, no team had managed to translate that potential into a truly great, usable consumer product. We changed the… https://t.co/8klP8AlrJu

  • @zaheerebtikar ZaheerOn X ↗

    When we built the chain we fully knew the only way we'd get material, real-world traction would be to build our own app. Stablecoins will not magically find further PMF if we don't build it ourselves. Today, Plasma One and Plasma are driving *real* stablecoin demand. https://t.co/1EtxGxjuhQ

TradersTrader calls tracked by Elfa · not advice

Positioning · XPL

Open107 open positions · 105 long · 2 short

Tracked accounts lean long about 97% of the time, so a long-heavy book is normal, not a signal. As of 25 Sep 05:50 UTC.

Reaction since the first post

Since 25 Sep 14:24 UTC4 calls opened · 4 long · 0 short

Callers with a scored record

@jaymesrosenthal long · entry $0.1110alpha −0.047 · 60% hit rate · 25 scored

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

Whole crypto market, not this story

Crowding52nd percentile · vs last 28 days, 50 typical
Pulse 24h52/100 · unusualness of new calls, 0–100, 50 typical, higher means more long than usual
Book97.3% long · 11,995 accounts

As of 25 Sep 05:00 UTC.

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

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