FOMO has risen into the top five download charts for finance apps on the Apple Store.
Right behind it is Kalshi.
Last December, I created a FOMO WeChat group.
At the time, I was observing a few things; looking back now, they still hold true:
1/ FOMO is not just another copy-trading app
It’s doing something else: letting you directly see who is buying which coins—and why.
Before, our path to buying coins was:
search on social media for information → understand the project → read other people’s analysis → buy on-chain or on an exchange
Now it becomes:
open FOMO → see who holds which coins → see what their logic is
It brings discovery and decision-making closer together, eliminating a lot of the friction from searching and verification.
2/ Users shouldn’t have to perceive the underlying infrastructure
On FOMO, you don’t need to know which chain a token is on, nor do you need to manually bridge across chains, prepare fees and principal.
All those low-level operations are abstracted away.
The better the infrastructure, the less users will feel it. This is how it should be.
We’re used to the internet yet don’t know TCP/IP. Even with mobile payments, we never think about settling the network. Blockchain products should move in the same direction.
The Way is without form.
3/ The KOL network is a moat
In things with network effects, switching costs are naturally high.
WeChat is hard to replace because the social connections are embedded in it. Fiat currencies are hard to topple because governments force people to use them for pricing and settlement.
Switching costs between trading tools are low because tools are just tools. But FOMO is no longer just a tool.
Those KOLs you follow—their constantly produced opinions and signals—are themselves an information asset that keeps accumulating.
That’s very hard to move elsewhere.
Right behind it is Kalshi.
Last December, I created a FOMO WeChat group.
At the time, I was observing a few things; looking back now, they still hold true:
1/ FOMO is not just another copy-trading app
It’s doing something else: letting you directly see who is buying which coins—and why.
Before, our path to buying coins was:
search on social media for information → understand the project → read other people’s analysis → buy on-chain or on an exchange
Now it becomes:
open FOMO → see who holds which coins → see what their logic is
It brings discovery and decision-making closer together, eliminating a lot of the friction from searching and verification.
2/ Users shouldn’t have to perceive the underlying infrastructure
On FOMO, you don’t need to know which chain a token is on, nor do you need to manually bridge across chains, prepare fees and principal.
All those low-level operations are abstracted away.
The better the infrastructure, the less users will feel it. This is how it should be.
We’re used to the internet yet don’t know TCP/IP. Even with mobile payments, we never think about settling the network. Blockchain products should move in the same direction.
The Way is without form.
3/ The KOL network is a moat
In things with network effects, switching costs are naturally high.
WeChat is hard to replace because the social connections are embedded in it. Fiat currencies are hard to topple because governments force people to use them for pricing and settlement.
Switching costs between trading tools are low because tools are just tools. But FOMO is no longer just a tool.
Those KOLs you follow—their constantly produced opinions and signals—are themselves an information asset that keeps accumulating.
That’s very hard to move elsewhere.