First BTC video to get a little traction on TikTok this week
Video showed the M2 money supply vs BTC, titled "2026 BTC price prediction" - 4k views - 29 new followers - 26% avg watch time
Some observations: - For REAL virality, you need 70%+ avg watch time - TikTok videos have longer life cycles (getting views 2-3 days later) - Follower count basically doesn't matter on TikTok - it'll serve your video to whatever audience it's meant for. As long as your video is "good" by their metrics it'll get views
Trying out another editing style today - will update with results
A lot of people are underestimating Sui both from a trading and content POV
Just below HYPE in market cap, yet gets faded by CT because its community is more based in the East & on non-Twitter platforms
4 areas I find interesting:
1. Walrus (also by Mysten Labs) raised $140M in funding, $WAL in top 100 by market cap and the protocol reached 1 Petabyte in storage
2. DeFi: (@suilendprotocol & @bluefinapp top ones to check out here) & BTC DeFi gaining traction
3. Gaming (sold out its 10k supply Sui Play device, & 70 titles in development)
4. One of the largest NFT mints in the last year with @Claynosaurz
Imo they also had a great recovery post-exploit
Been working with them since we went to Basecamp, and every builder I spoke to mentioned the Move programming language being a huge reason of them coming over to this ecosystem
I've also been buying some $SUI (NFA), been doing a deep dive on some of their DeFi protocols and some apps to play with
Will share a bit more about them later - REALLY feel like this is completely open for creators and traders alike to get into
The biggest scam of Kaito leaderboards is more than half of the content created isn't about the ACTUAL product/blockchain
Instead it's: "omg they're giving away $200k per month to top yappers"
This low signal content attracts mercenary participants
The other problem is the content ACTUALLY talking about the platform tends to perform worse
Which brings you back to square one.
It always comes back to the beauty of video content - it gives you so much more freedom to be creative and bake the brand into your content
If Kaito can add video tracking and somehow not track the "OMG here's how you can make $20k on Kaito leaderboard farming" content - it'd be a win/win/win
The "Pump Fun of AVAX" is up 3x in the last week ($20M ➡️$60M)
- The SocialFi platform launched their token launchpad and DEX ~1 month ago - Multiple $10M+ runners have spawned as activity on the platform skyrockets - Fees generated, TVL, transactions all up-only
CEO teased an upcoming L1 launch on AVAX with $ARENA as the native token
The Arena pump follows the recent meta of returning to real products
Other features include a complete Social Media platform with streaming, tickets, & token staking
The Trump x Elon debacle is displaying why you should be insanely bullish on X
EVERYTHING is happening here vs other social platforms
You have these moments where CT breaks out of the bubble and into mainstream
I’m bearish on niche CT, extremely bullish on X
My guess is as time goes on and if BTC dominance continues, niche CT might slowly “die off” and blend in with regular X instead with Crypto as a whole turn mainstream