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The Narrative Wire by NSA Intelligence covers the crypto narratives shaping the week.
The week, with receipts.
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Reports are for information only. They are not financial advice or endorsements.
The trenches
Who it follows
A fixed set of pump.fun callers with under 5,000 followers. Small accounts live or die by being right, so their calls are a straighter read than big promoters'. Each call comes with a written thesis and is tracked from the price at the call.
The board updates once a day after the morning run (07:30 UTC) and shows the last full UTC day.
Themes
How coins become themes
Copycat mints of the same coin, with the same name or symbol launched within 72 hours, count as one coin group. A coin's creator calling their own coin doesn't count.
Keyword rules sort coin groups into themes first; a classifier places the rest only when it's confident. New themes are found automatically from callers' theses. One with a surge day is shown as unconfirmed; a second surge day in a row confirms it.
The numbers
What the board measures
- Callers
- Distinct callers backing the theme that day. Themes are ranked by this.
- Share
- The theme's slice of every call that day, and how far that sits from its previous 14 days, in standard deviations.
- Phase
- Emerging, rising, steady, peaked or faded, read from the 14-day caller curve.
- 2x in 24h
- Of calls with a 24-hour result, the share whose peak reached twice the entry price, as reported by pump.fun.
Left out
What you won't see
No wallets and no contract addresses: coins appear by name, symbol and image only, and addresses pasted into theses are removed. Callers aren't named.
Single calls peak and fade within minutes, so the board tracks where callers are converging, not which coin to buy.