Market Overview - The market is experiencing positive momentum following a PCE report that did not indicate a need for a more hawkish stance from the Federal Reserve, suggesting potential for two rate cuts [1] - The labor market is pushing for rate cuts as it benefits employers by lowering costs, although immigration issues are complicating the labor supply situation [1][2] Federal Reserve and Interest Rates - Federal Reserve Chair Jerome Powell has indicated a cautious approach to rate cuts, acknowledging that while Wall Street desires easy monetary policy, current market valuations appear overheated [1] - The expectation of rate cuts is not solely dependent on monetary policy but also on the actual monetization of technologies like AI and blockchain [1][2] Technology and Monetization - The monetization of AI is seen as a critical factor for future economic changes, with expectations that significant transformations will occur within the next 36 months [2][3] - The current phase of monetization is just beginning, and the impact of AI will be extensive across various sectors, including driving, writing, and shopping [2][3] Tariffs and Economic Factors - Recent announcements regarding tariffs are highlighted as a wildcard that could influence market dynamics and economic conditions [3]

Core Insights - The valuation of TikTok in the U.S. at $14 billion is considered massively undervalued compared to other tech companies like Snap and Meta [1][2] - There is skepticism regarding the valuation, as it does not align with the market caps of comparable companies, suggesting a potential miscalculation [2] - The deal is viewed as favorable for Oracle, despite concerns about the need to recreate and retrain TikTok's algorithm, which could lead to user loss [3] Company and Industry Analysis - The ongoing drama surrounding TikTok is believed to be resolved, which may help attract more advertisers to the platform [4] - Instagram is currently dominating the social media landscape, with over 3 billion monthly active users, indicating a competitive environment for TikTok [5] - The social media market is primarily dominated by three platforms: Meta, TikTok, and Snap, with TikTok expected to find room for monetization despite Snap's struggles [6]

Core Insights - Snap experienced a nearly 12% rally last week, attributed to uncertainty surrounding TikTok and product innovation [1] - The stock has seen significant volume increase, averaging over 200 million shares per day, which is double the three-month average [3] - Despite recent gains, Snap is still down approximately 15% over the past year and 65% over the last five years [4] Company Performance - Snap's market capitalization is around $15.5 billion, contributing to its movement in the market alongside other mid to small-cap stocks [6] - The company reported a nearly 9% increase in total sales last quarter [7] - Monthly active users exceed 930 million, with daily active users close to 470 million, indicating a substantial user base [8] Monetization Challenges - Snap has struggled to effectively monetize its platform, which has deterred advertisers compared to competitors like Facebook and Instagram [9] - The company may benefit from adopting technology elements similar to TikTok to enhance its advertising appeal [9][10] - Despite competition from TikTok for younger users, Snap's user numbers suggest potential value in its advertising strategy [10]

RT Casey Craig (@gmcaseycraig)crypto creator platforms will only gigascale once they abstract away the raw financializationweb2 is sticky because it hides the moneythink gifted subs, roses, tiktok shop rev, adstiktok, twitch, etc normalized making monetization not “feel like money” ...

RT GAIMIN (@GAIMINglobal)🆕 The All-New GAIMIN Launcher is finally here, and it’s a beauty to behold! 🤩With a new look and refreshed features, the new GAIMIN Launcher is built to enhance gaming experience and empower everyone.The all-new GAIMIN Launcher enables you to:💸 Monetize ANY Windows PC.🚀 Boost your earnings in multiple ways, for more rewards.🔍 Discover new, exciting games to play.🎮 Import your existing games from Steam, Epic, and more.📺 Watch Live streams from GG and other exciting content creators.📊 ...

One investor says Koah is "building the essential monetization layer for consumer AI." https://t.co/JeqBixBZLO ...

Social Media Landscape - The rise of alternative accounts (alts) on platforms like CT is driven by monetization opportunities [1] - Individuals can create and manage multiple personas on CT to generate income [1] - The process is facilitated by tools like GPT, making it easier and more profitable [1] - A significant portion (potentially 30%) of Key Opinion Leaders (KOLs) lists may consist of the same individuals operating under different personas [1]

There's a lot of folks who say YouTube great as a quote unquote distribution platform. It is not great as an economic platform unto itself. Meaning the ability to solely monetize just off of the ads that the check that YouTube will send you is is not going to pay the bills. That what's going to pay the bills is you, you know, having a different kind, you know, an influencer deal on a brand talking about, you know, AG1 or whatever the the product is.And that that's really where the money is. Yeah, that's I m ...

The creator economy has long run on a model where views drive ad revenue.Chasing views forces creators onto a treadmill… churning out endless content, dumbing it down, and chasing algorithms.And they still don’t own their audience.The way forward is to monetise depth, not just reach. Building deeper connections with your community should be a real alternative — @pumpdotfun’s latest product improvements make this possible.Check it out and leave a review hereremus (rtrd/acc) (@remusofmars):A low-viewer pump f ...

RT Xeer (@Xeer)buddy, before you quit your 9-5 because you got your first monetization payout on x, remember it’s backdated to 2023. you are not going to be getting this same amount every 2 weeks. https://t.co/1asFqh3JKB ...