Mm, I think the first also works. Because the meta of twitch requires a shift in thinking from “I am doing a thing, that happens to be on the platform twitch” into “how does the platform of twitch work as a platform, and what actions can I take to manipulate the platform to do what I want it to do.”
Shifts of not only content you like to make -> content that gets max views, but also making content when its convenient -> make content during specific peak hours, etc.