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X @Yuyue 🥊
Yuyue· 2025-11-10 12:46
Kaito 这个本轮 InfoFi 鼻祖已经出现一年了,虽然没有刻意的去做 “嘴撸” 项目的行为,但是看了眼还是达到了一万分 yaps 以上。目前全服排名第 75,国服排名第 2,一年的时间里 smart money 关注从 468 到了 929说起来,在内容输出方面还是有点不够努力了 😂 榜上很多老师其实都比我勤奋很多,大狮兄就更不遑多言。最近还看见很多才开始做推特的小伙伴以及刚破了 100 的新人开卷,以后还是要更加勤勉输出高质量内容才行 ...
X @s4mmy
s4mmy· 2025-11-07 12:30
Agentic Commerce & AI - Agentic Commerce 有望在 2026 年爆发,预计将被数十亿的代理使用 [1] - 代理信誉层至关重要,Ethos Network、Ch40sChain、Moca Network 等协议可能提供代理信誉数据存储库,从而增强经济互动 [1] - 关注新兴的 AI 优先链,这些链将 Agentic 活动作为优先事项,例如 GoKiteAI、NEARProtocol、Fetch_ai、0G_labs ICP 及其合作伙伴 [1] - AI 支持的收益,如 gaib_ai、USDai_Official、AethirCloud,鉴于对计算和 GPU 的巨大需求 [1] - KaitoAI 和 cookiedotfun 正在探索资本加权的思想份额、增强的分析和代理群,以破译时间线中的信号 [2] Robotics & Undervaluation - 过去 6 个月机器人技术改进速度惊人,预计将呈指数级增长,目前可以预购价格低于 2 万美元的机器人 [1] - 机器人领域总市值低于 4 亿美元,被严重低估 [1] Decentralized Finance (DeFi) & Traditional Finance (TradFi) - 资产管理和收益优化代理,如 gizatechxyz、almanak、yieldseekerxyz、ZyfAI_,使自动赚取 2 倍 TradFi 收益变得更容易,且没有费用和麻烦 [1] - 稳定币和 NeoBanks 正在迫使 TradFi 采用或被抛弃,关注 Tether 和 Circle 市值增长,表明更多美元进入链上,为 Agentic 基础设施的开发做好准备 [1] - 预测市场有机会颠覆传统博彩市场,为零售提供突破性用例,Vooi_io 等聚合器支持通过单一 UI 耕作多个 Perp DEX [1] - RWA(Real World Assets)的代币化是不可避免的,区块链优于当前系统 [1] Privacy & Regulation - 隐私币解决了区块链活动过于透明的问题,ZEC 价格上涨是该领域的良好营销案例 [1] - EchoDotxyz 的收购已为 ICO SZN 第二轮做好准备,一旦《Clarity Act》通过,将与 Base token 一起,以及代币持有者的股权权利如何出现 [1] Data & Tokenization - 即使是 InfoFi 仍然很原始,平台正在收集有价值的数据 [2] - 监控 DAT 的进展和 mNAV,作为机构兴趣短期上限的指标,同时监控谁在推出 DAT 作为锁定团队代币的流动性事件或出于真正的原因 [1]
X @wale.moca 🐳
wale.moca 🐳· 2025-10-29 06:39
It is becoming increasingly more difficult to make it on CT, but at the same time easier.Back then, in 2022/23, there was no competition.It was a bear market, most of the big accounts from the NFT cycle had left, leaving plenty of room on the timeline to grow.But it was also an ugly time. There was much less money in the system and no clear path to monetization.That changed radically in 2024/25, first with much more partnerships deals, and then primarily with InfoFi.Nowadays, even with just a few thousand f ...
X @wale.moca 🐳
wale.moca 🐳· 2025-10-23 06:41
Yesterday, I was reminded of NFT Inspect.In a way, it was the first InfoFi platform. It was very popular on CT in 2023 basically measured engagement.There even was a CT ranking, no financial incentives, just clout.At the end of 2023 or beginning of 2024, they stopped working on it, a few months earlier they had released a token that failed.Then, at the end of 2024, Kaito became a thing and now is a billion-dollar company.The point is that sometimes you're too early or you don't really recognize the true pot ...
X @wale.moca 🐳
wale.moca 🐳· 2025-10-22 09:26
RT emilios.eth (@emilios_eth)InfoFi can track every possible metric, except the ones that matter https://t.co/Gj4uIf10Uc ...
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-10-18 18:15
I wrote an article/guide in May on how to make money from info-stuff without nuking your brand/credibility. The baseline takeaway is just write about things you actually use and think are interesting…and don’t overdo it.I think the decision matrix from SafZ here is a pretty good algo if you are trying to go heavy/serious on info incentives in late 2025.That being said I think if you’re just now starting to figure out how to play this game you’re *very* late to the partySafZ (@CrypSaf):“Mann, I don’t want to ...
X @wale.moca 🐳
wale.moca 🐳· 2025-09-15 10:51
There is a big graveyard of dead InfoFi platforms that had a big launch announcement and then we've never heard from them again ...
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-09-06 15:07
Marketing Strategy - The company anticipates the InfoFi team recognizing the value of the mindshare campaign for Tempo [1]
X @wale.moca 🐳
wale.moca 🐳· 2025-09-06 09:23
Obviously this doesn’t apply to all projects doing InfoFi but I see way too many people complaining everytime a TGE fails ...
X @wale.moca 🐳
wale.moca 🐳· 2025-09-04 16:45
NFT Ecosystem & Valuation - Doodles 生态系统覆盖范围和估值可能在未来几周和几个月内受到积极影响,因为持有 Doodle NFT 并将其用作个人资料图片可以获得乘数效应 [1] - 行业对 Doodles NFT 项目保持乐观态度,因为它与 InfoFi 连接,目前只有两个项目利用了这一点 [1] InfoFi & Market Saturation - 下一个与 NFT 相关的 Kaito 排行榜将包括 Doodles 和 $DOOD [2] - InfoFi 垂直领域中,与 Doodles 相关的领域尚未达到饱和状态 [2]