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Research · Event studies

What happened after…

Each study detects an event on point-in-time snapshots (at most once per token per 24h), then measures returns and drawdowns 1h, 6h, 24h and 3d later. Statistical context — not a forecast.

Studies

Refreshed hourly · last run 2026-10-11 13:07 UTC

Event: Thesis velocity > 3× baseline

What happens after thesis velocity triples?

Samples
43
Median 1h
0.0%
Median 24h
+0.2%
Median max DD 24h
-17.4%
Positive after 24h
51%
Confidence: MEDIUMOct 8, 2026 → Oct 11, 2026 · 3.0 days2 caveats
Computed 41m agoDistributions

Event: 5+ high-quality authors in 24h

What happens after 5 high-quality authors converge?

Samples
0
Median 1h
—
Median 24h
—
Median max DD 24h
—
Positive after 24h
—
Confidence: Insufficient dataOct 8, 2026 → Oct 11, 2026 · 3.0 days2 caveats
Computed 41m agoDistributions

Event: Social rising, price flat

What happens when social activity rises but price does not?

Samples
95
Median 1h
-0.7%
Median 24h
-2.3%
Median max DD 24h
-12.6%
Positive after 24h
42%
Confidence: MEDIUMOct 8, 2026 → Oct 11, 2026 · 3.0 days3 caveats
Computed 41m agoDistributions

Event: Crowding above 75

What happens when a few accounts dominate the attention?

Samples
14
Median 1h
-0.8%
Median 24h
-12.0%
Median max DD 24h
-17.6%
Positive after 24h
14%
Confidence: LOWOct 8, 2026 → Oct 11, 2026 · 3.0 days3 caveats
Computed 41m agoDistributions

Event: 40+ unique authors in 24h

What happens when attention gets broad?

Samples
2
Median 1h
-2.6%
Median 24h
+2.5%
Median max DD 24h
-9.8%
Positive after 24h
50%
Confidence: Insufficient dataOct 8, 2026 → Oct 11, 2026 · 3.0 days4 caveats
Computed 41m agoDistributions

Event: Attention cooling sharply

What happens after thesis activity drops more than 60% hour-on-hour?

Samples
44
Median 1h
-1.1%
Median 24h
-8.4%
Median max DD 24h
-17.0%
Positive after 24h
34%
Confidence: MEDIUMOct 8, 2026 → Oct 11, 2026 · 3.0 days2 caveats
Computed 41m agoDistributions

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