27 w - Vertalen

Been watching people obsess over Michael Saylor's treasury moves while completely missing the actual insight: the ones who win aren't tracking what institutions do, they're tracking what regular people stop doing. I've noticed conversation volume on portfolio features dropped 34% last month but engagement on community comparisons went up 67% - people are getting quieter about their positions but more curious about how they stack against each other. That shift from broadcasting to benchmarking? That's the real tell.

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