· 4 min read

The Crack, The Ooze, The Arbitrage: Inside TikTok’s Most Profitable Format

TikTok operators turned sensory physics into a six-figure arbitrage window. The chocolate is just the vehicle. The real play is distribution.

The Crack, The Ooze, The Arbitrage: Inside TikTok’s Most Profitable Format

In the early 1980s, a group of perception researchers did something weird: they filmed syrup oozing down glass and made people watch it.

Then they measured how long people couldn't look away.

The answer? Humans are neurologically addicted to viscous flows moving at 1–3 centimeters per second.

Faster? Your brain gets bored. Slower? Never triggers the dopamine hit.

But nail that Goldilocks zone and attention locks in like a tractor beam.

Marketers call it "oddly satisfying." Neuroscientists call it sensorimotor reward coupling.

Here's what it actually is:
your brain is a prediction machine that gets high on being right.

That's why a slow pour, a clean snap, or a perfect drip will outperform a Super Bowl ad every time. It's not creativity. It's not even storytelling. It's just physics triggering chemistry.

Half the stuff selling on TikTok right now isn't selling a product — it's selling a neurological pattern your ancestors evolved to track honey dripping from a tree.

Once you see it, you can't unsee it.


Dubai Chocolate DIY Kits: $180K in 21 Days on TikTok Shop

Now that you understand why humans are hardwired to stare at ooze, let's talk about the people quietly making $180K in three weeks selling the ability to create the ooze.

Because the smartest operators on TikTok Shop aren't selling things.

They're selling the format.

Silicone molds. Pistachio paste. Kataifi shreds. The raw ingredients of a viral moment, packaged as a kit: the ingredients cost almost nothing.

That gap between commodity inputs and viral-format output is where operators are sprinting to six figures while everyone else is still trying to figure out what "Dubai chocolate" even means.

Why now?

Platforms are subsidizing it. TikTok Shop is paying for your customer acquisition.

Creators are amplifying it. Every unboxing is free advertising.

Consumers are addicted to it. They don't want to buy chocolate. They want to feel like they made the thing they saw on their phone.

If you dig a little deeper, the real play isn't even the kits.

It's understanding that TikTok has order caps. That pistachio supply is constrained. That smart operators are routing demand across networks of probation-stage shops like they're running a shadow logistics empire.

Stripped to its essence, it's an infrastructure play.

And the operators who move first get compounding advantages long after the trend dies — because they're selling the system for manufacturing viral formats. Trends come and go, but the system will always be there.

[Read the full breakdown →]


From the Vault

Twitch-to-Shorts Pipeline: $200M Creator Distribution Play

Twitch just gave creators automatic vertical clips. But they stopped one step short of the real money: owning the hour after the stream ends.

That's when attention is hot. That's when YouTube Shorts is starving for content. Algo rewards speed so use it as your wedge.

[Full Playbook →]

Developer Buying Intelligence Platform ($300K MRR in 12 Months)

Developers don't buy from cold emails. They buy from GitHub stars, docs visits, Reddit threads, and quiet public breadcrumbs.

Onfire and Reo proved the thesis. But nobody's unified the entire developer journey into one consent-first timeline.

[Full Playbook →]

OnlyFans' $5.8B Creator Payouts: The SFW Compliance Play

OnlyFans is legitimizing safe-for-work entrepreneurship. Regulation is crushing adult content distribution.

The gap? Creators need clean domains, compliant payment flows, frictionless email infrastructure, and protection from SHAFT-triggered bans.

Build the compliance-first operator stack. Inherit the firehose.

[Full Playbook →]


The Side Door

→ Hunt Brothers' 10,000 Stores Signal a $335B C-Store Food Revolution

→ YouTube's $100K+ CTV Creator Compliance Gap


Many breakout opportunity in this late-social-early-AI cycle is really just distribution physics in disguise.

Who understands the flow of attention? Who understands the friction inside a platform? Who understands the weird little bottlenecks — from OVL caps to compliance filters to exhausted streamers — and quietly builds around them while everyone else is still arguing about trends?

The winners aren't chasing virality.

They're building around constraints everyone else ignores.

Trends are noise. Physics is signal.

Spot the physics of a system before the crowd does.

Instead of riding the wave, coax it, decide where it goes.

Read next

A tool without judgment

A tool without judgment

In 1984, researchers gave novice chess players a computer assistant. The novices got slaughtered. The machine amplified their bad instincts. Masters didn't need it—they had taste. Now a $5B legal AI proves the point: generic intelligence is a trap. The opportunity? Taste engines for the obsessed.

Startup Heist | Briefings
Startup Heist | Briefings
· 3 min read
New startup opportunities, ideas and insights right in your inbox.