WHAT WATCHING FOMO'S RISE TAUGHT ME ABOUT VECTOR

Summary from the TLDR Crypto newsletter

The Vector co-founder traces how the Solana social trading app, acquired by Coinbase in late 2025, peaked at $20M daily volume and ~$1B all-time volume before stalling when it pivoted to pro desktop tools after memecoin activity concentrated in ~5% of its user base. Fomo pursued the inverse strategy, targeting TikTok and Instagram audiences new to onchain trading rather than competing for existing crypto-native traders, and recently crossed $100M in daily spot volume. Crypto Twitter is a beachhead that validated the social-signal-plus-execution thesis but represented only a fraction of the eventual market. As equities, RWAs, and prediction markets migrate onchain and AI sharpens signal discovery, a social trading graph paired with execution rails could scale to a $1T category.