Social Ingestion

The Feed panel is the third leg of the snapshot. It exists because the trader's natural research instinct after seeing holders is to read what is being said.

What enters the feed

• Posts from accounts in Thesium's wallet graph (named KOLs, attributed smart money, influencers) on public social platforms that mention the token's symbol or address.
• Long-form theses from fomo.app - the platform traders use to publish conviction calls tied to specific token addresses.

Both sources are filtered against the wallet graph: a post from a random account that happens to mention the ticker does not enter the feed. A post from a tracked KOL that mentions the ticker does.

This is the deliberate choice. The feed is signal-weighted, not mention-weighted. The trader is not looking for everyone who said the ticker; they are looking for the people whose opinion has historical predictive value.

Position-aware annotations

For every feed entry where the author has an identifiable wallet that holds the token, the entry is annotated with:

• USD value of the author's current position.
• Tokens held.
• Unrealized PnL on the position.

The annotation lives directly on the entry's card in the side panel. Reading the take and reading whether the author is long the trade happens in the same glance.

The threshold parameter

The feed accepts a USD threshold (default $1,000). Entries below the threshold are filtered out. Two reasons:

• Signal density. The feed is small real estate. The trader needs the top items, not the long tail.
• Game-theoretic resistance. A feed that surfaces any mention from any account is trivially gameable - spin up wallets, attach to throwaway accounts, post about your own bag. Requiring position size above the threshold raises the cost of gaming proportionally.

Update cadence

The feed refreshes on the polling loop while a token tab is active. New entries are pushed onto the top of the timeline; the panel does not auto-scroll, so the trader's read position is preserved across refreshes.