News and socials without the noise
Lesson 12 of 12 in the course “Analytics”. Free, with animations and a quiz.
The news filter: 4 steps
Your feed throws hundreds of headlines a day, and almost all of it is noise. Run every story through a filter. 1) Source: who said it? 2) Check: is it confirmed somewhere else? 3) Context: what do macro, leverage and on-chain say? 4) Decision: does it change your plan? Example from the picture: out of 100 headlines, one reaches the decision step. That's an illustration, not a statistic.
Context: the 4 stages of analysis
The "context" step builds on the earlier stages of the course. Macro: central bank rates and the dollar, the overall weather on the market. Leverage: trading with borrowed money. Funding (payments between longs and shorts) and OI (the total of open positions) show how overheated the market is. On-chain: whale (big holder) transfers and exchange flows. News: stage 4, you are here. From big picture to details.
Aggregators and media
An aggregator is a site that pulls headlines from many sources into one feed. CryptoPanic is exactly that: click through and check the original source. CoinDesk and CoinTelegraph: major crypto media with full articles. CoinSpectator: another crypto news feed. Nansen Research: research and market reviews for when you need to dig deeper, not just learn a fact.
X and Telegram
On X, keep a ready-made X list: a set of crypto accounts in one feed. Separately: @infinityhedge and @BullpenBrief (market news and reviews), @DecryptNews (crypto news). On Telegram: the Leviathan News and Crypto HD channels. Socials are faster than media but wrong more often. So a story from there is a "check this" signal, not an "act now" one.
Kaito, events and ideas
Kaito: AI search across crypto news and socials. Look at mindshare: the share of attention a project gets. Example from the picture: A 32%, B 21%, C 9%. CoinMarketCal: a calendar of project events: listings (getting onto an exchange), releases, AMAs (Q&A sessions with the team). TradingView → Ideas: traders' ideas, filter for 100+ likes. But an idea is an opinion, not a fact.
News plus "why it matters"
A bare headline is half the news. The other half: what happened, why it matters and what it affects. Pick sources that give the explanation next to the fact, and digests of posts from big crypto accounts on X with a "why it matters" note. Check every unfamiliar term in a glossary, not a random chat. A short morning brief, a 2-minute read, saves more time than an hour in the feed.
Mistakes: fakes, one source, FOMO
Fake example from the picture: "Fund sent $50M to an exchange, sell now!". Red flags: a screenshot instead of a link to the post, a handle that looks like the original, no original source, pressure like "hurry, act fast". One post isn't a fact yet: wait for a second independent source. FOMO (fear of missing out): if you feel like acting right now, stop. Check the transfer in Arkham or Whale Alert.
A 10-minute daily routine
Put all 4 stages together. 2 min: macro, the market table and today's calendar. 3 min: leverage, funding, OI and liquidations. 2 min: on-chain, exchange flows. 3 min: this week's unlocks in Token Unlocks and news through the filter. 2 + 3 + 2 + 3 = 10 minutes. Result: a picture of the day, not a price forecast. It is fastest when the first three steps live on one free dashboard.
Check yourself
- What is the first step?
Correct answer: Find the post at the original source and a second source. A screenshot can be faked in a minute. Check the exchange's official account and find a second independent source. The order is: source, confirmation, context, and only then a decision. - How should you treat it?
Correct answer: As an opinion: check the logic and levels yourself. Likes show popularity, not accuracy. An idea is useful as someone else's view: check what the logic rests on, where the author puts the stop and whether it lines up with macro, leverage and on-chain. - Which metric helps?
Correct answer: Mindshare on Kaito: the project's share of attention. Kaito analyses crypto news and socials and shows mindshare, the share of attention a project gets. Rising attention is a reason to study the theme, not a buy signal: hype often comes right before selling. - What do you do?
Correct answer: Look up the terms in a glossary, then judge the news. You cannot read the news without the terms: TVL is the money in a protocol, emissions are new token issuance. First you understand the words, then you decide whether the news matters to you. A reliable glossary is faster and more accurate than guessing.