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Some insights about NFT today: - OpenSea successfully acquired Rally. - Despite having a huge number of traders 46 times more than Blur. OpenSea's volume is only $400k more than Blur (24h). The volume of the entire NFT market in the past 24h is <$4M. - To put it in perspective, $MX (MXC exchange token) has a trading volume of $4.8M in the past 24h. Higher than the entire NFT market. Serious question: If someone told you that NFTs are a scam, how would you respond?
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Everyone talks about onboarding Web2. But no one talks about how damn hard it actually is. I believe there are thousands of people on X who have turned on notifications for @KaitoAI, @Punk9277, or @sandraaleow to always get the earliest updates on their tweets. And certainly no one here would doubt Kaito's appeal and level of influence in Web3 at the present time. But that's on CT, a very different part of the world. Kaito began building their TikTok and IG channels in June (posting their first video) and until today after 1 month. - TikTok: 22 videos - 1.3k followers - IG: 25 videos - 1.2k followers Sandra is very diligent and provides a lot of useful information, changing different content formats but the number of followers has stagnated for at least 1-2 weeks now. We've always talked about onboarding Web2 users for many years. And that's the vision/plan of 90% of projects in Web3. But it's truly not a simple thing. There are still barriers. Specific issues that cannot all be solved in a short period of time. It's easy to forget that the culture and momentum we feel on CT don't always translate outside our bubble. The truth is, even the strongest Web3 brands face a steep climb when they step into new arenas like TikTok and Instagram. But if you're someone who believes in Web3, believes in InfoFI as well as Kaito, pick up your phone and follow the real builders you trust. Because to achieve success, it will require the collective effort and contribution of everyone. The next 1 million users won't come from another airdrop. They'll come from belief, consistency, and content that bridges the gap.
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What Is @Yarm_AI? Another “Powered by Kaito” project just exploded onto CT. But this time, it’s backed by @MitosisOrg, and powered by something new: VLF Let’s unpack this 🧵👇
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Crazy idea: What if Abstract streamers didn’t just play games or talk about crypto but also sold stuff live? Affiliate links. Merch drops. Product demos. In any language. From any country. All onchain. All gasless. All XP-enabled. ✳️ Let me explain why 🧵👇
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2 things I’m genuinely excited to watch in InfoFi this quarter: 1/ The rise of InfoFi inflation. Kaito, Cookie, Wallchain, Xeet and now Yarm + Yaptopia in just 24 hours. Like any economic cycle, rapid expansion brings inflation. Let’s see how the space adapts or dilutes. 2/ The Signal Wars. In the next phase, every platform is now chasing the same thing: filter noise and reward quality. This is the phase I’ve been waiting for. Can’t wait to compare how each algorithm handles it. The next evolution isn't more content. It's better curation. Let's see who gets it right.
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