Hot take but InfoFi was much better than all this AI engagement farming.Braindead takes on the timeline by people with zero technical knowledge ...

The most InfoFi way to end the InfoFi era would be for the last few projects to completely rug their platform allocations ...

What’s next for CT and InfoFi? 🤔Is there another option to consider?Comment below! ...

InfoFi 的时代结束了，而 Kaito 目前还有五亿的市值消息出来之后 InfoFi 龙头立刻大跌了 20% https://t.co/VkLBjD6yz6 ...

Market Sentiment & Investment Strategy - Crypto market's weakness was anticipated, but the bottoming process is more painful than expected [1] - Some compare $BTC's year-to-date price increase with gold and silver, but BTC's long-term performance in major asset classes is still very strong [1] - Many are questioning the value of cryptocurrency and who will "take over" BTC [1] - The industry suggests maintaining a skeptical attitude and focusing more on other asset markets, using AI to quickly digest crypto events [1] Alternative Investments - The industry is optimistic about Oracle $ORCL because its data business is still severely undervalued, according to a report from Wells Fargo [1] Crypto Strategies - Generating cash flow using OKX USDG + Dual Currency Win [1] - The industry suggests focusing on prediction markets [1] - InfoFi still has great potential, especially the combination of @KaitoAI and prediction markets [1] - The industry is closely following projects with potential token distribution innovations, including @BTCBruce1's Maitong @MSX_CN and AI Agent network @wardenprotocol [1]

Core Insights - Several projects utilizing Kaito's community-driven launchpad are experiencing significant losses post-token generation events (TGE), raising concerns about their performance and valuation discipline [1][2] - The decline in valuations of Kaito-backed projects has been notable, with Play AI dropping from a fully diluted valuation of approximately $50 million to around $2.1 million [1][2] - The overall market capitalization of tokens launched under Kaito Capital Launchpad is currently about $77.1 million, reflecting a nearly 15% decrease in the past 24 hours [4] Valuation Trends - Hana Network's valuation fell from $40 million to roughly $10.5 million, while Novastro decreased from $50 million to just over $1 million [2] - Bitdealer's valuation declined from $35 million to approximately $2.8 million, indicating a concerning trend in early-stage valuations on social-driven launchpads [2] Token Performance - Tokens previously launched within Kaito's ecosystem are also facing prolonged declines, with Boundless' ZKC token down nearly 90% since its September launch [3] - Limitless' LMTS has fallen more than 46% since October, Everlyn's LYN is down over 71%, and Block's BLOCK token has lost close to 70% from its launch levels [3] Launchpad Operations - Kaito's launchpad allows Web3 projects to raise funds and attention before and after their TGEs, with projects setting their own terms for valuations and vesting schedules [5] - Community involvement is facilitated through staking, voting, and reputation points earned by content creation, but criticism has emerged regarding the execution of some campaigns [6] Market Dynamics - Analysts have highlighted that full token unlocks at TGE contribute significantly to sharp sell-offs, as projects releasing 100% of supply at launch create immediate selling pressure [6]

RT Yawara (@yawaradoteth)Yes, the big 3 of InfoFi confirmed.Kaito, Wallchain and Xeet.That's my pick too. ...

RT THE HUNTER ✴️ (@TrueGemHunter)InfoFi is dying?Let’s look at the numbers🔴 Kaito, the worst performer9 TGEs: Avg -80% from ICO. 8/9 down 50-96% BRUTALLMTS survived and going upCYS team? Told creators "cry more"🔴 Cookie stats are bad.Recent 5 (Almanak, BOB, TEN, Antix, Rayls): -60-70% drops.OPEN -57%, GLINT -92%.Wallchain is the only one doing it right.15+ campaigns (Scor, Limitless, idOS, Warden, Spaace).LMTS & VELVET holding strongLMTS top creators scored 5-figure airdropsANLOG? Yeah, that was a flop (-50 ...

RT THE HUNTER ✴️ (@TrueGemHunter)InfoFi is dying?Let’s look at the numbers🔴 Kaito, the worst performer9 TGEs: Avg -80% from ICO. 8/9 down 50-96% BRUTALLMTS survived and going upCYS team? Told creators "cry more"🔴 Cookie stats are bad.Recent 5 (Almanak, BOB, TEN, Antix, Rayls): -60-70% drops.OPEN -57%, GLINT -92%.Wallchain is the only one doing it right.15+ campaigns (Scor, Limitless, idOS, Warden, Spaace).LMTS & VELVET holding strongLMTS top creators scored 5-figure airdropsANLOG? Yeah, that was a flop (-50 ...

RT THE HUNTER ✴️ (@TrueGemHunter)InfoFi is dying?Let’s look at the numbers🔴 Kaito, the worst performer9 TGEs: Avg -80% from ICO. 8/9 down 50-96% BRUTALLMTS survived and going upCYS team? Told creators "cry more"🔴 Cookie stats are bad.Recent 5 (Almanak, BOB, TEN, Antix, Rayls): -60-70% drops.OPEN -57%, GLINT -92%.Wallchain is the only one doing it right.15+ campaigns (Scor, Limitless, idOS, Warden, Spaace).LMTS & VELVET holding strongLMTS top creators scored 5-figure airdropsANLOG? Yeah, that was a flop (-50 ...