Due to the new Kaito Capital Launchpad KYC regulations I'm happy - ummm I mean "sad" - to inform you that I'm now #2 on the all time Kaito ranking.RIP to my fallen US & UK brothers and sisters https://t.co/JXRnVT1eQG ...

I once again remind you to join our space with the Kaito team this Friday https://t.co/6dldTyxpkq ...

Launchpad Features - Kaito Capital Launchpad采用基于价值而非先到先得的新模式，旨在解决少数大玩家占据多数份额的问题[1] - 该Launchpad结合了社交声誉、链上持有量和一致性[1] - gKAITO机制将费用分配回社区[2] Concerns and Considerations - 该Launchpad似乎以项目为中心，而非以创作者为中心，项目方可以决定谁有访问权限[2] - 项目方可能会搞砸Launchpad[2] - 需要进行KYC（了解你的客户）验证，这会将社交账号和钱包与个人身份联系起来[2] Overall Outlook - 行业对Kaito Capital Launchpad感到兴奋，但需要观察一到两次发布才能真正了解其运作方式[3] - Kaito AI旨在成为加密货币的分发平台[3]

RT Andrew Forte (@AndrewAsksHow)https://t.co/StJa4IFgLU ...

NFT Market Leverage - The NFT market, particularly for projects like Pudgy Penguins, Bored Apes, and Azukis, exhibits significant leverage on platforms like Blur [1] - Borrowers are using loans to finance a large portion of NFT purchases, exemplified by buying a Pudgy Penguin with 2 ETH instead of 16 ETH, borrowing the remaining 14 ETH [1] - A substantial percentage of current NFT loans have a loan-to-value (LTV) ratio of 70% or higher, indicating high leverage [2] Risk Assessment - High LTV ratios, such as borrowing 11+ ETH to purchase a Pudgy Penguin, represent a bet on the floor price increasing [2] - The risk is currently perceived as low due to rising floor prices, adequate bid depth, and organic sales [2] - The end of Blur farming has eliminated the riskiest loan offers seen in 2023 and 2024, but has also weakened bid depth [3] Market Monitoring - Debtors are likely to take profits if the price increase slows or reverses, especially as interest accumulates on loans [3] - The market should be monitored for potential profit-taking behavior that could impact floor prices [3] - If the floor price decreases and the loan cannot be refinanced, the borrower risks losing the initial investment (e g, 2 ETH) and the NFT [2]

The latest Kaito update is bullish for several reasons.TLDR: Greater emphasis on overall CT mindshare and account reputation.This will likely lead to two things:1) Less noise/grinding, and less leaderboard hopping.2) Better incentives for creators of all sizes who have actually built a community vs those who just did InfoFi to make a couple of bucks.Bullish if you do real content, real engagement with other accounts (no AI slop) and have a real audience.As a result, I also think InfoFi's overall reputation ...

RT banditxbt ☂️ (@banditxbt)no better feeling tbh it's like a mini airdrop on a monday morning https://t.co/CC0gLk8eSk ...

Even a broken clock is right twice a day ...

(not wrong, just early) ...

2025 gonna be the year of NFTswale.moca 🐳 (@waleswoosh):2025 gonna be the year of NFTs ...