The encryption of Twitter has too much redundant information, how can we efficiently find alpha?

Author: hoeem, encryption KOL

Compiled by: Felix, PANews

There are many high-value accounts on encryption Twitter that can provide a lot of alpha signals (valid information), however, the amount of noise (interference information) is hundreds of times greater than the former, so users’ experience on encryption Twitter and their ability to obtain valid information is very poor.

The following will teach you how to create a timeline to help you benefit from the following accounts:

• Bullish on the dip
• Bearish view from a high point
• Able to choose outstanding altcoins

First, we need to find accounts that can select outstanding altcoins at the right time.

Looking for accounts that can predict altcoins

1**: Identify high-performing tokens**

You can visit CoinGecko to see the best performing tokens in the past 30 days.

2**: Note down the dates of interest**

You need to find the date before the price rises.

For example, $LIQD on Hyperliquid.

To view the data between May 14 and June 1:

3**: Advanced Search Filter**

You can click here for the browser version.

• Search $LIQD
• Input date
• Find early bullish accounts
• Follow them/note down their account names and add them to the X list.

4**: Is it purely luck, okay?**

If you really want to know whether their predictions are accurate every time, you can check all the tweets posted by that account for verification (it’s not very likely to be accurate every time in the encryption field, but if they can get it right once out of 100 times, it might be worth looking into).

Find the account that correctly judges the market direction

You can use the same method to find the direction and determine the correct account.

1**: Find the date of interest**

You need to find accounts that are bullish at the low points; in this case, look at the accounts between April 5th and 12th.

In addition, you need to find the accounts that were bearish at the peak, in this case, look at the accounts between January 17 and 31.

2**: Advanced Search Filter**

You can click here to use the browser version.

You can use the “All Search Terms” search bar to search for phrases like “bullish on Bitcoin,” “Bitcoin low point,” “bullish $BTC,” or “$BTC bottom.”

Then enter the dates of interest near the bottom, which are from April 5 to 12.

Then use the “All Search Terms” search bar to perform the same operation to search for phrases like “bearish Bitcoin,” “Bitcoin high point,” “bearish $BTC,” or “$BTC top.”

Then enter the dates you are interested in near the top, that is, from January 17 to 31.

3**: Write down these account names**

A list of accounts can be created that correctly assesses the direction in extreme market conditions.

4**: Is the directional judgment dull?**

You need to check whether they are always bullish or always bearish.

Just manually quickly review the account by the following method:

(bullish)(from@____)

(bearish)(from@____)

In addition to other keywords that indicate their bearish or bullish sentiment, if it remains bullish throughout the year, then not much useful information will be gained; if it remains bearish throughout the year, then the same applies, not much useful information will be gained.

Conclusion

To find alpha on X, you need to spend more time than usual, because those “clowns” are always the loudest. You just need to create two lists:

• Accounts skilled in selecting altcoins
• Account with correct direction judgment

When the market is as volatile as it is now and altcoins are scattered, you need all the help you can get. This article is inspired by Ignas, who has done a lot of work but not all of it; you can use this method to find “highly profitable” accounts.

Note: The following is Ignas’s list:

• In-depth Study of Protocols: Castle Labs
• Industry Deep Research: Kairos Research
• Data-driven narrative research: OurNetwork
• Degen’s Paradise: blocmates.
• Monthly Market Report and Data Dashboard: OAK Research
• Improve your understanding of encryption currency: Chorus One
• For traders and Degen investors: Onchain Wizard

Venture Capital Research (Beware of biases, but insights from VCs can be gained):

• Zee Prime Capital (Article, contributed by Matti)
• Dragonfly (visit their website for research)
• Placeholder (The number of posts in 2025 has decreased, but they are still very valuable)
• Galaxy (frequent research, market updates)
• Multicoin Capital (investment thesis often controversial, but insightful)
• a16z crypto (on topics such as regulation, token economics, stablecoins, etc.)
• Paradigm (similar to a16z, but the survey results are also great)
• Binance Research (CEX research for beginners and experienced individuals)

Source:

• Blockworks Research
• Delphi Digital
• Nansen Research
• Messari

Independent Blogger:

• The DeFi Investor (@TheDeFinvestor)
• Crypto Linn (@crypto_linn)
• Zeneca.xyz (@Zeneca)
• Patrick Scott（@patfscott）
• 0xJeff (@Defi0xJeff)
• hoeem（@crypthoem）
• Duo Nine (@DU09BTC)
• arndxt（@arndxt_xo）
• jay（@0xjaypeg）
• 2Lambroz（@2lambro）
• Route 2 FI（@Route2FI）
• Aylo (@alpha_pls)
• Viktor DeFi (@ViktorDefi)
• The Daily Degen (@thedailydegenhq)

Related reading: The impact economy of encryption on Twitter: How a few accounts control the narrative?