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May 11 ETH leads the series of ecosystems to continue strengthening, aligning with strong capital inflows, with AAVE and other DEFI blue chips hitting new highs again. AAVE and LINK, ONDO, ENA, projects named after Trump, are starting to rebound from the bottom. This also drives earlier DEFI concept projects like COW and SCR. All are ETH concepts related to Trump. The market expects that ETH ETF will also allow staking, with front-running and considerable interest being a significant positive, and Microsoft may choose to enter ETH ETF. Compliance, the DEFI series, and the Trump series become the spring of value coins. Gork is expected to soon open contracts.

Recording my moments on the Kaito leaderboard, while also reminding myself to keep striving. 7-day leaderboard: Rank 10 30-day leaderboard: Rank 27 Coincidentally, Ethos turned green today ✨, which feels like a recognition of my efforts. After all, before seriously engaging with Kaito, my followers were probably less than 8K. Actually, my daily posting frequency isn’t very high, and I wouldn’t consider myself overly talkative. Yet, I still managed to climb the leaderboard! For me: 💡 Identify content that has the potential to create connections and engage with it. 💡 Actively experiment to find the content areas your target audience (TA) loves the most. These two skills are the most important. Next, I’ll analyze a few emerging yappers who gained the most points in the past 30 days to help everyone understand why writing content that defines your niche is the best strategy for gaining points. The focus will be on accounts with fewer than 10K followers but with particularly high smart followers. 1️⃣ The top scorer in the past 30 days is @VannaCharmer, who has 6K followers and gained 1,473 yaps in one month. Anyone familiar with the Movement incident will recognize her. During the event, she provided a lot of insider information. The only comment about her on Ethos is related to this incident (Movement Whistleblower). Her account was created in February this year, making it very new. Before the Movement incident, she had a post that reached 180K views. The main theme of this post was exposing VC tactics like "False Float" and high FDV, revealing the true supply-demand dynamics of tokenomics, using $OM, $MOVE, and $KAITO as examples. In the comments section, I made an unexpected discovery: Kaito founder @Punk9277 also commented. It’s very interesting and worth checking out: Yuhu believes that instead of just looking at float levels, one should assess whether the team is willing to share risks and create value with the community. He mentioned, "I personally invested $1.4M in KAITO and locked it up." (At the time of the comment, $KAITO was priced around 1.05u, and now it’s 1.6u.) This aligns with what I previously mentioned: through the intersection of Kaito and Ethos, you can find alpha—alpha that allows you to front-run price increases exists in the interactions between people. 2️⃣ @CupOJoseph has 7.8K followers, 11% smart followers, and gained 896 yaps in one month. When I visited his page, one post particularly caught my attention: a pinned post with 950K views, written in October 2024. It mainly introduces @NeriteOrg and @Superfluid_HQ. Joseph is actually the founder of Nerite (Open Dollar), which focuses on creating tradable CDP systems. Later, he launched Nerite (a friendly fork of Liquity on Arbitrum) on Arbitrum. This protocol integrates Superfluid and issues USDN, a stablecoin with payment flow mechanisms and yield. His usual reach is around 500–1,000, so what interesting content has he posted recently to gain high yaps? This tweet from 4/22 mainly introduces updates to EIP-7907, which will increase contract size limits by 10x, significantly improving the developer experience on Ethereum. It garnered 70K views and received good feedback. This tweet from 4/18 discusses the issue of sex workers being banned from using Coinbase and having their funds frozen, with 80K views. Additionally, I noticed his update frequency is incredibly high, which might be a key to his success. Consistently outputting information related to a single ecosystem and accumulating influence. 3️⃣ @Tiza4ThePeople has even fewer followers—3.6K—but accumulated nearly 800 yaps in 30 days, with 11% smart followers. First of all, I remember his pinned post, which I’ve read before. The title is “How to survive a bear market in DeFi market neutral.” In a bear market, many market-neutral investors may engage in riskier operations, making it easier to lose everything. The first rule of market neutrality is "Don’t Get Rekt." Good opportunities are obvious, but greed only amplifies risks. His update frequency isn’t high, but his thoughts are clearly well-considered. This tweet from 5/4 is also interesting, mainly discussing $ENA. Ethena aims to support a multi-billion-dollar valuation with a "10% carry" model (fund performance split). To achieve this, AUM must not fall below current levels and should ideally continue to grow. The team is clearly aware that subsidies will eventually run out, so they are actively attracting traditional finance (TradFi) capital to fill future TVL gaps. Overall, the content requires some DeFi knowledge to understand. Looking at the three examples above, it’s clear that they are all related to the EVM ecosystem. It’s highly likely that their smart followers overlap. --- Returning to the main topic, I believe that writing content that truly meets people’s needs is the key. Here’s a reminder about the latest leaderboard rule changes from @KaitoAI: If your tweets frequently mention multiple Kaito projects, your weight will be reduced. Instead, focus on sharing 1–2 projects more thoroughly. This approach has its benefits, as it increases loyalty to individual projects on the Kaito Leaderboard and prevents everyone from becoming farmers. However, this also presents a challenge: which specific project should you focus on? For me, it always comes back to the logic of investing in projects. The time you spend understanding a project and writing about it ultimately leads to rewards. Spend your time and energy wisely, and find the operations with the best risk-reward ratio—that’s the answer.