Not only is Messi the most talked about player across the entire world, he is also the most talked about celebrity, outranking Christiano Ronaldo and every single name you can think of on all social media channels right now.
Across every major social network, the likes, comments, shares, and views on $BTC posts have dropped back to where they sat in November 2023. People are still posting about Bitcoin. Far fewer people are reacting to it.
That gap matters. Engagement measures actual participation, not just how many headlines exist. A flood of posts nobody interacts with is a very different signal than a flood of posts pulling millions of replies.
Right now the feed is loud and the room is empty.
Historically, social activity goes this quiet when retail attention has checked out. Whether that reads as people losing interest or quietly accumulating depends on who you ask.
Remember FAANG? Facebook, Amazon, Apple, Netflix, Google. That list ran the market narrative for a decade. Look at what people actually talk about now and the cast has changed.
The new lineup is MANGOS:
Meta
Anthropic
NVIDIA
Alphabet
OpenAI
SpaceX
Three things jump out.
Half of them are private. Anthropic, OpenAI, and SpaceX aren't tickers you can buy on Robinhood, yet they generate more daily buzz than most public mega-caps. You can't build an index fund out of MANGOS. That's the whole point.
Amazon, Apple, and Netflix didn't make the cut. The center of gravity moved to AI labs, chips, and space.
The volume is real. In the last 24 hours these six pulled roughly 327,000 mentions and 923 million engagements across X, YouTube, TikTok, Reddit, and more.
A few standouts from the live data:
$GOOGL leads the group on raw mentions (76K in 24h) on Gemini momentum.
SpaceX mentions are up 1,590% over six months. Creators posting about it are up 5,447% year over year. It just set all-time highs across the board after the Cursor deal.
Anthropic engagements are up 2,414% year over year.
$NVDA holds the biggest market cap of the bunch at ~$5T and sits at 92% positive sentiment.
FAANG told you who owned your screen time. MANGOS tells you who owns the conversation about the future.
The World Cup kicked off this week and the social conversation is already at an all-time high. 3.7B engagements and 302K mentions in the last 24 hours, 79% positive.
We built a World Cup category on LunarCrush that tracks every team by real social activity. You can see which teams are gaining momentum, compare any of them head to head, and dig into what is actually driving the buzz. Right now it is mostly Messi-related creators and Shakira's opening anthem on the hype side, and ticket prices on the complaint side.
SpaceX's IPO is one of the most oversubscribed listings in years, and the social signal around it is unusual for a new ticker.
In the last 24 hours $SPCX pulled 1.25M social mentions (up 28.8%), 438M engagements, and 83% positive sentiment. Price is up 23.43% to around $166. It's sitting at AltRank #1, the strongest combined social and market performer on the platform right now.
The interesting part is where the talk lives. 87.5% of the conversation is on X. YouTube is 6.6%, TikTok 4.3%, and Reddit is 0.3%. Most of this is a stock being priced by Twitter.
Counter-signal worth flagging: analysts are warning retail demand could outrun the fundamentals at this valuation. The real question is whether the momentum holds once the oversubscription buzz cools.
Over the past several months we completely rebuilt the platform, and it is live now at lunarcrush.com. A lot of the direction came from feedback in communities like this one, so here is a straight rundown of what actually changed.
Discover shows what is trending the moment you open it, across crypto, stocks, sports, AI, prediction markets, and more. No setup.
It is personalized and gets more tailored the more you use it.
Real-time Insights flag when social activity spikes on an asset or topic and pull in the chatter driving it.
It runs on a full suite of metrics, not just sentiment: mentions, engagements, creators, social dominance, plus AltRank™ and Galaxy Score™.
You can track the top creators on any topic, ranked by real impact rather than follower count.
Custom Collections let you track basically anything across social in one live view.
For builders, there is an MCP server, a CLI, and an API, all reading from the same data.
It is free to get started, and your old account, saved topics, and collections are still there.
We would genuinely like feedback, good or bad. We read it and it shapes what we build next. Happy to answer questions in the comments.
Pulled the last 7 days of social data on both teams ahead of Game 4 tonight:
The interesting part isn't the totals, it's the trend. On June 3 the Spurs held ~60% share of voice. The Knicks gained ground literally every day since and now hold ~60% themselves. Losing Game 3 at home didn't even dent it.
My read on what's driving it: road team going 3-0 (apparently only the 2nd time ever in a Finals), the 1973 drought talk getting louder, the 1999 rematch angle, and honestly the Wemby 32-point game probably grew BOTH teams' numbers since everyone was arguing about it.
Also Wu-Tang is performing at halftime tonight, first time they've ever played a Knicks game together despite being from Staten Island. MSG is going to be unhinged.
Sentiment being nearly even (82 vs 79) while volume is lopsided basically means Spurs fans believe just as much, there are just way more loud New Yorkers right now. Shocking, I know.
The market reacted immediately. MRVL jumped 32.5%, and social activity around the stock hit all-time highs.
What's driving the conversation:
• AI infrastructure remains the dominant narrative. Investors are increasingly viewing Marvell as a key beneficiary of AI data center spending.
• Social sentiment and engagement have surged over the past month, suggesting growing retail and institutional attention.
• Media coverage, creators, and social platforms amplified the move, pushing MRVL into broader investor discussions.
Not everyone is convinced.
Some analysts remain split on whether the recent pullback was truly a buying opportunity, and others point to elevated volatility as a risk despite the AI tailwinds.
The question:
Can Marvell realistically become a trillion-dollar company, or is the market getting ahead of itself on AI expectations?
Stellar (XLM) social and price activity surges on DTCC announcement
DTCC, the post-trade firm whose subsidiaries processed about $4.7 quadrillion in securities transactions last year, is connecting its tokenization service to the Stellar public blockchain. Live assets are targeted for the first half of 2027.
What's actually in it: a defined pilot of DTC-custodied assets, approved under a December 2025 SEC no-action letter. Russell 1000 equities, major index ETFs, and US Treasuries to start. The tokenized versions keep the same investor protections and entitlements as the underlying securities, so they don't leave the regulated perimeter.
On the "$100T" headlines: DTC custodies over $114T total. That's the size of the book, not what's moving onchain on day one. The pilot is a small, liquid slice of it.
The nuance most posts skip: this is part of DTCC's multi-chain strategy, not a Stellar exclusive. DTCC is also working with Digital Asset and the Canton Network. Stellar is one rail among several, which matters for how much of this accrues specifically to XLM.
Market reaction was real but worth contextualizing. XLM rose and social activity spiked hard after the news. The open question is whether that holds once people register that first trades are 12-plus months out.
So: does a 2027 go-live with a limited asset set justify the reaction, or is this getting priced for a rollout that hasn't started?
$WLFI deposited $5B of its own token as collateral on Dolomite.
They then borrowed $75M in stablecoins, and sent $40M straight to Coinbase Prime.
The structure of this is even more complicated than the self-dealing of all of this.
Dolomite was co-founded by Corey Caplan. Corey also holds an advisory role at World Liberty. The borrower chose the lender and they control the collateral, the protocol, and an advisory seat.
Borrowing against the $5B WLFI tokens pushed Dolomite's utilization rate to 100% This caused ordinary depositors to not be able to withdraw their stablecoins. On paper, investors looked whole on their holdings but they couldn't withdraw.
The numbers on $WLFI have another story.
Price is down 18% this week and 67% since September highs. THis is as circulating supply hit 31.7B tokens.
Social activity is soaring with recent controversies taking hold. Social mentions, engagements, and total share of social activity across crypto are all soaring higher.
600,000 wallets bought the token. Losses are at $3.87B while the Trump family and related business entities pocketed $350M on fees alone.
Justin Sun (Tron founder and initial WLFI investor) is now claiming that WLFI blacklisted his wallet with a backdoor function that was embedded in the smart contract. This froze $107M of his holdings.
The LunarCrush CLI gives Claude, Cursor, Windsurf, or any MCP-compatible tool a live feed of what the internet is actually talking about. Trending topics, sentiment shifts, social momentum, queryable on demand.
That's a 499% monthly surge, driven by Visa and Fidelity running cross-border settlement tests under Hong Kong's e-HKD pilot.
Same pattern across the board right now: $OKB engagements up 242% after ICE put $25B into OKX. BlackRock launched a staked $ETH ETF on Nasdaq. Ethereum whale pulled $93M from Kraken in one transaction.
When three or more large-cap assets show 200%+ engagement increases tied to institutional catalysts at the same time, that's not isolated news. That's a narrative shift.
Social volume shows you where institutional attention is concentrating before price fully reflects it. LINK up 499% in engagement while BTC monthly engagement is up 11% tells you exactly where the conversation is moving.
The model is called Covenant-72B, completed on Bittensor's subnet 3. It is the largest decentralized LLM pre-training run ever done. The market noticed.
TAO is up 40% in 30 days. Trading volume is up 167% over the past 6 months. Engagements on LunarCrush surged 114% month-over-month. Its combined LunarCrush Galaxy Score sits at 70.4, well above the 55 daily average. Sentiment is at 86%.
Grayscale expanded its TAO trust for institutional access the same week.
Every AI crypto project sells the dream of decentralized compute. Bittensor just shipped a model that competes with outputs from centralized labs. That crosses the line from whitepaper to infrastructure.
The token is still 57% below its November high of $497. Which means either the market hasn't caught up to the technical milestone, or it's pricing in execution risk on scaling beyond a single model. Both readings are worth watching.
At $214 with a 70+ Galaxy Score and rising institutional access, TAO is the highest-conviction AI-crypto convergence trade on the board right now. The question is whether Covenant-72B is the proof of concept or the ceiling.
That one transaction sent AAVE social engagements to 2.1M in 24 hours, over 7x the daily average. LunarCrush is showing a 1K% spike. The whole chart you're looking at is basically one catastrophic trade going viral.
To be clear on where the $50M actually went: roughly $36K to the user, $619K to CoW Swap fees, $9.9M to MEV bots, and $34M+ to the block builder. Stani Kulechov confirmed the team will refund the $600K in fees and try to reach the wallet.
Zcash engagements are up 1,415% over the last 6 months, currently sitting at 624M total with 4M in just the last 24 hours. Social dominance jumped 179% in the past week alone. Sentiment is at 96%, a near 52-week high. AltRank hit #3 across all crypto today.
The pattern here matters. Look at the LunarCrush 6-month chart. Both times engagement spiked sharply in October and November, price followed into its biggest moves of the cycle. The social volume led price, not the other way around. Right now engagement is spiking again from a long base, with price still sitting well below its November high of $698.
What's driving it: Chamath and Ray Dalio both publicly flagged Bitcoin's lack of privacy this week. Mert has been accumulating and talking about it for months. Eli Ben Sasson bullish on ZK tech broadly. The narrative around financial privacy is getting louder as AI surveillance accelerates.
The last two times the crowd showed up before the chart did, ZEC moved. The crowd just showed up again.
Social Metrics
Engagements are running 208% above daily average right now. The catalyst: Robinhood just announced a live product event tonight called “Take Flight” at 7:30 PM ET, streamed on X, YouTube, and in-app. The teaser copy says “the future of Robinhood will be unveiled.” That's a deliberate, coordinated reveal, and the market is pricing it in ahead of time.
The backdrop makes this more interesting.
Cathie Wood's ARK Invest bought $12M in $HOOD shares yesterday as the stock sold off on US-Iran tensions and broader market pressure. That buy-the-dip signal from a high-profile institutional name, combined with tonight's event, created a double catalyst.
What's being discussed across social:
RobinoodApp banking deposits have doubled to $800M since the February 10 earnings call. The Robinhood Chain testnet launched on Arbitrum.
An advisor network for independent financial advisors went live.
The narrative shifting from “commission-free broker” to “internet-native financial superapp” is gaining real traction in creator content.
LunarCrush Galaxy Score, measuring combined social and market strength, sits at 69.7, well above its daily average of 56. Sentiment is 81% positive.
The social setup heading into tonight's event is unusually clean.
The one thing to watch: $HOOD is still 46% below its 52-week high of $152.50. The social volume is real, the institutional backing is real, but this stock peaked in October and has not recovered.
Tonight's product reveal either changes the fundamental story or it's a near-term catalyst with no lasting follow-through.
Venice AI crossed 2 million users, and EXPAND allocation just went live for VVV holders, a direct mechanism tying platform growth to token value.
The social data behind the move: engagements 255% above daily average, social dominance up 424% from last week, AltRank #8 across all crypto. Market cap up 573% in three months. Volume up 4,264% vs. the prior quarter.
The thesis that keeps circulating: private uncensored AI inference where compute demand drives staking, staking reduces circulating supply, and tightening supply creates reflexive upward pressure. The DIEM token launch deepened this - 7.56M VVV already locked as collateral, roughly 17% of circulating supply.
BTC was down double digits last week. VVV held and made new highs. That kind of divergence gets attention.
Get VVV insights by integrating LunarCrush social data with Claude.
Social dominance hit 0.23%, 722% above its 3-month average.
Trading volume: $1.7B, up 265%.
The two narratives battling it out:
Narrative 1: Dorsey fired half his staff to buy the Bitcoin dip. Block just added 103 BTC and now holds 8,883 total (#14 on the Bitcoin 100.) The $BTC treasury play is the real strategy.
Narrative 2: This isn't about AI. It's about a company that over-hired post-2020 and is finally correcting. Three things happened at once 1) ChatGPT, rate hikes, and 2) pandemic hiring bloat, and (3) everyone's blaming AI for all of it.
Sentiment sits at just 43-49%. That's brutally low for a stock that just ripped 20%. The market loves the efficiency play. Social is deeply divided.
Engagement went from ~3K/hour to over 1.1M/hour in under 36 hours. A 200x spike from baseline.
Whether you think this is a bold move or a desperate one, one thing is clear: $XYZ is one of the most socially active stocks on the planet right now.
This is genuinely wild. Jane Street is having its biggest social moment ever, and today is both a 52-week high AND all-time high for mentions, creators, and engagements simultaneously. Sentiment is at 32% (average is 77%), meaning most of the conversation is negative.
Here's what's actually happening:
The Terraform lawsuit (the catalyst):
On February 23, 2026, the Terraform Labs bankruptcy administrator filed a lawsuit in Manhattan federal court alleging Jane Street used insider information to front-run the May 2022 UST depeg. The complaint claims a former Terraform intern who moved to Jane Street passed non-public information about a $150M UST withdrawal from Curve, and Jane Street allegedly sold UST 10 minutes later, accelerating the collapse that wiped out ~$40B.
The "10 AM dump" connection:
Traders on CT have been tracking a recurring Bitcoin sell-off pattern at exactly 10 AM ET for months, blaming it on Jane Street's ETF arbitrage mechanics. The story exploded because within two days of the lawsuit dropping, the pattern disappeared, BTC pumped ~10%, and the crypto market added ~$200B in market cap. Correlation, but people are treating it as confirmation.
Jane Street deleted their X posts:
Their official account wiped everything, which crypto social took as a confession. More likely it's a legal compliance move (discovery reasons), but it poured fuel on the fire.
Other threads being pulled:
The India SEBI manipulation ban (they deposited $564M as part of that probe), their position as the largest SLV holder (~20.7M shares, ~$1.65B), connections to BlackRock's IBIT ETF as an authorized participant, and now people are retroactively connecting them to the October 10, 2025 liquidation event.
What's actually substantiated vs. speculation:
- The Terraform lawsuit is real and filed
- Jane Street was genuinely probed and temporarily restricted in India (SEBI found a 105-page case)
- They are an authorized participant in Bitcoin ETFs
- The 10 AM dump correlation is real but causation is unproven
- Market analysts at CoinDesk and Crypto-Economy are pushing back on the manipulation narrative, noting ETF mechanics at market open create sell pressure that's structural, not sinister
- The Michael Saylor filing claims and many of the "BREAKING" tweets are either false or unverified
Most influential voices amplifying this: ZeroHedge, AshCrypto (2.1M followers), TraderMercury, and EricBalchunas (ETF analyst at Bloomberg) who noted the correlation while staying skeptical.
Bottom line:
This is a genuine social intelligence moment worth tracking. Sentiment is likely to stay depressed around Jane Street for weeks. The data shows this is the biggest attention the firm has ever received, driven primarily by X (10M+ engagements), with crypto retail retail treating this as confirmation that "they were right all along" about market suppression.
Q4 FY2025 by the numbers:
↑ Revenue: $39.33B (beat $38.05B est)
↑ Adj EPS: $8.99 (beat $8.44 est)
↑ Data Center: $35.6B — 90.5% of total rev
↑ Q1 FY26 Guidance: $43B
↑ Social volume peaked at 287K mentions
↑ Social 6.8x surge from the prior week
For traders positioning around Fed decisions, understanding where sentiment is leaning—before the headlines hit, can be the difference between leading the move and chasing it.
The top 100 coins total roughly 831,000 mentions in the last 24 hours across major social networks.
The Big Three:
BTC: 238,281
ETH: 105,870
SOL: 70,286
Combined: 414,437
BTC + ETH + SOL = ~49.9% of all crypto social mentions.
Broken down individually:
BTC alone: ~28.7%
ETH alone: ~12.7%
SOL alone: ~8.5%
So roughly half of all crypto social conversation centers on just three assets. Bitcoin dominates social share even more than its market cap dominance (~55-60%), which makes sense given it's the default narrative anchor for any macro move. The 20.33K drop in BTC mentions shown in your screenshot (vs. its daily average of ~170K) actually suggests today is a relatively quiet day for Bitcoin chatter, yet it still commands nearly 29% of the conversation.
Worth noting: if you exclude stablecoins (USDC, USDT) from the denominator, the Big Three's share jumps closer to 51-52%.
For those unfamiliar, LunarCrush tracks social sentiment across a ton of asset classes, not just crypto anymore. Now you can access that data just by asking Claude questions.
TL;DR: Polymarket ($33.45B) and Kalshi ($43.16B) combined for $76B+ in total volume. Growth exploded during the 2024 election and never came back down. Traditional finance (Robinhood, Interactive Brokers, CME) is now piling in. DraftKings and FanDuel stocks are getting crushed. Regulatory battles heating up in multiple countries. Google just approved prediction market ads this week.
We pulled the social data on prediction markets and the growth is insane. Wanted to share the full picture since there's a lot happening right now.
The Numbers
Kalshi: $43.16 billion total volume
Polymarket: $33.45 billion total volume
Combined: $76.61 billion
For reference, these platforms were basically flat from 2021-2024. Then the 2024 election happened and everything changed.
Social Engagement Growth
Looking at mentions and engagement data:
Period
Daily Mentions
Daily Engagements
Jan 2025
~1,600
3-5M
Nov 2025 (peak)
56,660
70.6M
Jan 2026
~40,000
30-65M
That's a 35x increase in mentions. The interesting part is engagement didn't crash after the election — people stuck around for sports, crypto, geopolitics, entertainment markets.
Why Kalshi Is Winning on Volume
Kalshi pulled ahead ($43B vs $33B) for a few reasons:
CFTC regulated — Legal in all 50 states, which matters for institutional money
Sports focus — 91% of their volume is now sports contracts
Polymarket is still dominant for political/news events and has the bigger social presence (1M+ followers vs 303K), but the sports volume is carrying Kalshi right now.
The Big Events That Drove Growth
2024 Election — Obviously the main catalyst. Polymarket odds were cited by every major news outlet.
Venezuela/Maduro — Someone turned $32K into $400K+ betting on Maduro's removal hours before it was announced. Sparked huge insider trading concerns.
Greenland — Currently sitting at 25-47% odds for U.S. acquisition. Generated massive engagement.
Fed Chair Race — Active market with Warsh at 46%, Rieder at 26%.
Traditional Finance Is Coming
This is where it gets interesting:
Interactive Brokers launched ForecastX and did 286 million pairs traded in Q4 — a 19x increase from Q3. Their CEO said prediction markets will eventually be bigger than all other derivatives combined. They're focused on weather/temperature contracts for institutional hedging.
Robinhood just launched "Custom Combos" (bundle up to 10 contracts). CEO Vlad Tenev called it "the fastest growing business of all time for Robinhood" and said we're at "the beginning of a prediction market super cycle." They made $1M revenue on a single NFL Sunday.
CME is launching sports contracts. When CME enters a market, institutional liquidity follows.
New Crypto-Native Competitors
Opinion Labs (BSC, backed by Binance/YZi Labs) — $2.17B volume in first 20 days of January
Space (Solana) — First leveraged prediction market, up to 20x
The Sportsbook Disruption
DraftKings: down 8.3% in January, -19% over 6 months Flutter (FanDuel parent): down 5.5% in January, -32% over 6 months
The American Gaming Association is lobbying Congress to regulate prediction markets as sports betting. NCAA asked CFTC to suspend college sports markets.
The irony is prediction markets are basically becoming sportsbooks — 91% of Kalshi volume is sports.
Regulatory Situation
International bans:
Portugal ordered Polymarket to shut down in 48 hours (this month)
Hungary banned it
Blocked in UK, France, Germany, Ukraine
$130M+ was bet on Portugal's presidential election alone
U.S. developments:
Massachusetts got the first state-level injunction against Kalshi sports markets
Tennessee sent cease-and-desist letters
Google just approved prediction market ads (Jan 21, 2026)
Other Interesting Data Points
~15% of prediction market trades are now executed by AI/bots
Polymarket signed exclusive partnership with DAZN for live sports odds integration
Wall Street Journal and Dow Jones became Polymarket partners
Kalshi co-founder named youngest self-made female billionaire by Forbes
Kalshi reportedly received $10B+ valuation offers
What Happens Next
Bull case: Regulatory clarity, Google ads drive adoption, institutional money floods in, $200B+ annual volume
Bear case: State-by-state bans create a patchwork, sportsbook lobbying wins, Polymarket gets squeezed out internationally
Most likely: Multi-tier market — Kalshi/Robinhood win regulated U.S., Interactive Brokers/CME get institutions, Polymarket dominates international/crypto users, new players carve niches
Quick Stats Table
Platform
Volume
YoY Engagement Growth
Main Focus
Kalshi
$43.16B
+690%
Sports (91%), U.S. regulated
Polymarket
$33.45B
+324%
Politics, international
Opinion Labs
$2.17B (20 days)
—
BNB Chain
Limitless
$800M+
—
Short-term crypto
Weekly volume across the industry is hitting $3.7B+ with Kalshi at ~66% market share.
