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 ...

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 ...

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%+ since epoch 1)Wallchain is bac ...

🔥@blablaprotocol – AI-Powered InfoFi on BaseListing on Aerodrome Finance (BASE)CA: 0xCEf833C9F2F73152Bf38AD86383475904678092DDEX link:https://t.co/vxH5JZzYoyBlaBla Protocol is an InfoFi platform on Base that rewards high-quality crypto conversations and gives projects a full intelligence layer.Its 6-layer AI gatekeeper scores content, filters bots/spam, and fairly ranks creators from nano to macro KOL, enabling safe, data-driven campaigns through verified communities.🔍 Why BlaBla Attracts Investors🧠 Quality ...

RT Ferre (@FerreWeb3)How InfoFi Changed Over Time→ 2023 (Portal)Make sure your posts include PortalReward: $150,000→ 2024 (GMRX)Make sure your posts include gmrx and do not use a view botReward: $50,000→ 2025 (Today)Post hundreds of high-quality contentUse every platform, testnet, and generate high volumeProve you are not using AIProve you are not using botsStay on good terms with the teams and always be politeAdapt to the toxic CT environmentAvoid drawing attention from dozens of competitors ready to repor ...