Kaito AI’s Role in the Future of InfoFi & Web3 Intelligence

The crypto market thrives on information. With thousands of tokens in circulation, access to high-quality data is a competitive advantage, influencing investment decisions and shaping market narratives. But as the volume of information explodes, filtering valuable insights from the noise has become an increasingly difficult task. This is where InfoFi platforms step in—tokenizing access to high-quality intelligence and allowing users to bet on the information layer of the crypto economy.

Market Opportunity

• Crypto Market Data & Analytics – The global blockchain analytics market is projected to grow at a CAGR of over 25.85%, reaching $13.97 billion by 2030. Platforms like Nansen and Messari have already demonstrated the demand for structured intelligence in crypto. Kaito AI is well-positioned to capitalize on this growing sector.

• AI-Powered Information Selection – AI-driven research tools are becoming essential in Web3. Retail and institutional investors need faster, more reliable insights amid the overwhelming flood of on-chain and social media data. Kaito AI’s AI agent model aligns with the broader trend of AI-powered investment tools gaining traction, making it a key player in this shift.

• InfoFi & Tokenized Access Models – Platforms like @cookiedotfun and @aixbt_agent have shown that restricted, token-gated intelligence is a sustainable and lucrative business model. Kaito AI taps into this trend by monetizing high-value market insights through paid access, capturing both individual traders and institutional players seeking alpha.
• Attention Economy & Market Speculation – Crypto operates as an attention-driven economy, where speculation and momentum dictate valuations in the short-to-medium term. Kaito AI’s ability to capture and distribute attention efficiently makes it a high-leverage bet on this phenomenon.

Why This Matters

• Traders, funds, and institutions constantly seek alpha—a market worth billions annually in crypto alone.
• The demand for AI-driven, real-time data aggregation is growing, driven by the inefficiencies of Web3’s fragmented information landscape.
• Early InfoFi projects have proven market fit, showing that tokenized research can drive significant valuation upside.

@KaitoAI is clearly one of the leaders in this shift. Its rapid user adoption and strong investor interest ahead of its token launch highlights the growing demand for structured intelligence in Web3. The recent success of @cookiedotfun, which surged hundreds of percent post-launch due to its token-gated access model, reinforces the viability of this approach. @aixbt_agent is another prime example—rising to become one of the top KOLs in the space by leveraging tokenized access to premium insights. Just as crypto transformed capital coordination, InfoFi is now redefining how attention and information are valued in financial markets.

By merging AI-powered data aggregation with token incentives, Kaito AI could be driving the next evolution of the crypto intelligence layer, providing traders and investors with a more efficient way to navigate the market’s ever-expanding information landscape.

Kaito AI: Unlocking Smarter Insights in Web3

Kaito AI is a next-generation Web3 search engine; built to streamline the fragmented crypto information landscape. Founded in 2022 by @Punk9277, Kaito has secured $10.8 million in funding from notable backers. In February 2023, Kaito raised $5.3 million in a seed round led by Dragonfly Capital, with participation from Sequoia Capital China, Jane Street, and others. Subsequently, in June 2023, Kaito secured an additional $5.5 million in a Series A funding round at an $87.5 million valuation, led by Superscrypt and Spartan.

By leveraging advanced AI and large language models (LLMs), the platform aggregates, filters, and structures data from diverse sources such as social media, governance forums, research papers, podcasts, and Discord discussions.

Unlike traditional search engines, Kaito is built with a Web3-first perspective, allowing it to accurately capture and analyze crypto-specific details. This makes it an invaluable tool for both retail traders looking for quick insights and institutions requiring in-depth market intelligence.

Key Features of Kaito AI

Kaito’s innovation lies in its ability to combine comprehensive data coverage with AI-powered analysis, creating a seamless and efficient research experience.

1. Comprehensive Data Coverage

• Aggregates insights from Twitter, Telegram, Discord, research reports, podcasts, governance forums, and conference transcripts.
• Eliminates the need for manually scouring multiple platforms.
• Reduces reliance on noisy and unstructured data sources like Subreddits and Twitter threads.

2. AI-Powered Market Intelligence

• Uses LLMs to filter out redundant, irrelevant, or spammy content.
• Generates structured summaries that highlight core takeaways, market sentiment, and key insights.
• Provides real-time intelligence, allowing users to stay ahead of market trends.
• Offers sentiment tracking to help gauge community perception.

Kaito’s Core Products

Kaito has developed two core products that have achieved strong product-market fit:

1. Kaito Pro: AI-Powered Market Intelligence

Kaito Pro is an advanced vertical search engine designed for Web3 participants who need reliable, high-quality market intelligence.

Key Features:

• Purpose-Built Indexing: Aggregates thousands of crypto datasets, including governance forums, research papers, and social platforms.
• MetaSearch: A powerful search tool that allows users to track tokens, narratives, and trends across multiple sources.
• Real-Time Intelligence: Continuously updates data feeds to provide actionable insights on price movements, market sentiment, and catalyst events.
• Sentiment Analytics: Helps users gauge community perception and market momentum.
• AI Copilot: A personal assistant for market analysis and decision-making.

Kaito Pro is could be on it's way to become an industry-standard tool for investment firms, researchers, and crypto teams.

2. Kaito Connect: AI-Powered InfoFi Network

Kaito Connect aims to redefine how attention and capital flow in the crypto space, leveraging AI to create an efficient and transparent information economy.

How It Works:

• Tokenized Attention: Uses AI to quantify and distribute attention based on relevance and impact.
• Fair & Transparent System: Allows users to earn rewards based on their contributions to the network.
• Interoperable InfoFi Layer: Bridges the gap between content creators, market participants, and brands.

Kaito Connect's core pillars include Yaps as Proof-of-Attention for AI-driven influence measurement, Yapper Leaderboards for verifiable creator impact, and Yapper Launchpad for market-driven content distribution. By merging AI with tokenized incentives, it transforms content discovery and monetization in Web3.

Kaito Yaps: Tokenizing Attention in Web3

One of Kaito’s most exciting initiatives is Yaps, a program designed to incentivize valuable contributions to the crypto discussion landscape.

Yaps is a Proof-of-Attention model that rewards users for sharing relevant insights on X. Participants earn Yap Points, which are tracked via leaderboards and may potentially be tied to future airdrops or other incentives.

How Yaps Works

• Users tag Kaito’s handle when posting crypto-related insights.
• Points are awarded based on post quality, engagement, and relevance.
• A leaderboard tracks top contributors, increasing their visibility within the crypto community.
• Yaps will be integrated into future Kaito tokenomics.

Benefits of Participating in Yaps

• Increased exposure: Contributors gain recognition in the Kaito ecosystem, potentially leading to networking opportunities.
• Potential rewards: An airdrop or other incentives could materialize.

Kaito Tokenomics: The Role of $KAITO

Many projects rely on speculation rather than utility to justify token demand. Kaito’s InfoFi model addresses this by ensuring that access to its platform is tied to token usage, creating an organic floor price based on user demand.

Token holders will play a key role in Kaito’s AI-powered ecosystem by shaping how attention is distributed. As the network’s primary medium of exchange,$KAITO will enable seamless transactions and interactions across the platform. Governance will be community-driven, allowing token holders to propose, vote on, and implement changes.

While detailed tokenomics have not been disclosed, the KAITO airdrop and launch will take place on February 20. The snapshot for the airdrop has already been taken, with claims going live at 12:00 PM UTC, followed by trading at 1:00 PM UTC.

According to information hinted at by Binance, KAITO might have a total supply of 1 billion tokens, with 33% (~333 million KAITO) allocated for airdrops, and an initial circulating supply of approximately 241 million KAITO (24.14% of the total). Exchange listings are anticipated on Binance, OKX, Kraken, and others. Additionally, Binance has reportedly set aside 20 million KAITO for an airdrop to BNB holders, scheduled from February 6 to 10, 2025.

However, these figures are only projections and have not been officially confirmed by the team.

Competitive Landscape

The blockchain intelligence and AI-driven research sector has seen rapid advancements, with various players offering unique solutions designed for different market needs. From on-chain analytics to AI-powered search engines, the competition is intensifying as platforms innovate to stay ahead.

Nansen: Pioneer in On-Chain Intelligence

@nansen_ai is an established leader in blockchain intelligence, transforming raw blockchain data into actionable insights. Its tracking of FTX’s outflows before its collapse demonstrated the power of real-time monitoring.

In 2024, Nansen acquired Stakewithus, a non-custodial staking platform with over 30,000 users, adding staking analytics to its offering. The move diversified its revenue streams and brought in an additional $1B in TVL.

Arkham ($ARKM): Unmasking Blockchain Identities

@arkham specializes in blockchain forensic analysis, linking wallet addresses to real-world identities. The Arkham Intel Exchange, a marketplace where users can buy and sell intelligence for $ARKM tokens, forms its core business model and incentivizes on-chain research.

Arkham recently launched its exchange, which integrates derivatives trading with blockchain analytics. However, it has struggled to gain traction, with not enough trading pairs available and limited liquidity. The platform’s utility hinges on adoption by professional traders looking for edge-driven insights.

To boost engagement, Arkham introduced a points program tied to trading activity. While this initially spiked demand, prolonged point distributions and weak market conditions led to heavy sell pressure on $ARKM tokens.

Cookie DAO: AI Agents & Social Intelligence

@cookiedotfun focuses on indexing AI agents, tracking over 1,200 agents with a vast dataset of on-chain and social data. It provides insights into engagement, mindshare, and smart followers, helping traders assess undervalued AI-based assets.

Cookie’s DataSwarm API enables third parties to integrate its analytics. Virtuals Protocol has already adopted this for tracking AI-driven social metrics, showing the demand for its data services.

Cookie DAO has pioneered social-based valuation metrics for AI agents, comparing their market cap to social engagement. While innovative, the model remains speculative and could see volatility if improperly benchmarked.

Bubblemaps: Visualizing Token Distribution

Bubblemaps provides a visual analytics platform for token distribution, allowing users to see how holdings are structured across different wallets. This tool is crucial for detecting concentrated ownership patterns, market manipulation risks, and whale activities.

Bubblemaps announced the upcoming launch of the BMT token, which will be integrated into the platform’s analytics services. This token is expected to provide premium access, enhance governance, and potentially serve as a reward mechanism for user contributions.

As blockchain security and transparency become more critical, Bubblemaps is gaining traction among traders, institutions, and regulators looking to ensure fair token distribution.

AIXBT: AI-Driven Investment Insights

AIXBT is an AI agent designed to provide automated investment insights on X. By aggregating sentiment, trading signals, and fundamental metrics, it helps investors make informed decisions faster.

AIXBT is set to launch a tiered access model, allowing users to pay for different levels of insights and real-time market analysis. This structure is expected to enhance revenue generation while providing exclusive research to premium subscribers.

By combining AI-driven research with real-time social engagement analysis, AIXBT differentiates itself from conventional on-chain analytics platforms. However, competition from human analysts and other AI models could pose challenges to its long-term sustainability.

Kaito differentiates itself by combining AI-driven search with tokenized incentives, creating a Web3-native alternative to traditional blockchain intelligence platforms. While Nansen, Arkham, Cookie DAO, AIXBT, and Bubblemaps each focus on specific analytics areas, Kaito streamlines access to high-value insights through an AI-powered InfoFi model, redefining how users discover and engage with market intelligence.

Final Thoughts: The Potential and Risks of InfoFi

Kaito is positioning itself as a key player in the evolving InfoFi sector, leveraging AI-driven insights and tokenized incentives to reshape how market intelligence is accessed. Much like Bloomberg Terminal in TradFi, InfoFi platforms aim to capture and monetize on-chain intelligence, capitalizing on crypto’s attention-driven economy. As narratives like AI agents and InfoFi gain traction, these platforms present a new frontier for traders and investors seeking an edge.

Despite its potential, the sector still faces significant risks. Many projects struggle post-launch, especially after airdrop distributions and exchange listings, as hype fades and price discovery takes hold. As of today, InfoFi’s success remains highly trend-dependent—if interest in AI agents or data-driven trading declines, engagement could weaken. Additionally, mindshare metrics often serve as lagging indicators, capturing past momentum rather than forecasting future trends. Competition is another concern, as public data aggregation makes these services easy to replicate. Ensuring sustainability and long-term traction remains a major challenge in this evolving landscape.

This research is independent and should not be considered financial advice—investors should remain cautious, recognizing the volatility and competition within this space.

Disclaimer

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