I. Project introduction
Kaito is an AI-driven encrypted Data Analysis and social incentive platform aimed at helping project parties optimize marketing decisions through quantified social data, while motivating customer engagement for high-quality content creation. Its core functions include capturing social data from public domain platforms such as Twitter (X), constructing a KOL influence rating model, and launching the "Yap Points System". Users earn points by publishing in-depth analysis and interactive hot projects, which can be exchanged for tokens or airdropped for cooperative projects in the future. With precise data cleaning capabilities and scarce points mechanisms, Kaito has attracted well-known project collaborations such as Berachain and Movement Labs, becoming an important infrastructure for the "attention economy" in the encryption industry.
Kaito's outbreak stems from the wealth effect and social flywheel design of "Yap Points". By algorithm screening "smart followers" and weighting the influence of KOLs, the platform provides transparent marketing tools for project parties, while encouraging users to create content around popular projects (such as Berachain and ANIME). The scarce daily point distribution (25,000) and the monopoly effect of top KOLs drive users to participate, but also trigger controversy over the proliferation of low-quality content. Its long-term challenge is how to avoid becoming a short-term speculative tool and truly promote the value consensus of the encryption community.
As the distributor of the "attention economy", Kaito's ambition is to let market forces determine the value of information, but its algorithm black box, KOL monopoly and other issues are still questioned. Founder Yu Hu emphasized the vision of "making outputting opinions a habit", but whether the platform can surpass the short-lived fate of Web3 social platforms such as Friend.Tech depends on whether it can solve the deep contradiction between content quality and user incentives, and establish sustainable practical value in the rapidly shifting attention crypto market.
II. Project highlights
1. Precise social data engine
Kaito has established an AI analysis model based on Twitter (X) public domain data. By cleaning, weighting, and dynamically evaluating, it strips valuable KOLs from the massive number of accounts in the encrypted community. Its unique "smart followers" algorithm can identify high-value fan groups and provide quantifiable marketing decision-making basis for project parties, such as capturing early heat signals of projects like Berachain in advance.
2. Scarcity-driven economic models
The Yap points system adopts strict daily total control, combined with the allocation rule of "quality > quantity", forcing participants to output deep content around top projects. This design not only creates competitive scarcity, but also creates a real wealth effect through cooperative project airdrops (such as Berachain throwing money to Yapper), promoting users to spontaneously form a dissemination matrix.
3. Business closed-loop of influence as a service
Kaito breaks down KOL influence into tradable commodities: Project parties purchase accurate exposure through "Yapper Leaderboard", KOLs earn points for redemption income through content, and the platform extracts data service fees from it. The recently launched Launchpad further allows the community to vote with points to determine the priority of new project exposure, forming a circular ecosystem of "data-traffic-funds".
4. Bottom-up design to combat attentional decline
By binding Twitter account authorization, Kaito is building a native social graph independent of the X platform. The "shadow ban" mechanism proposed by founder Yu Hu attempts to filter low-quality content with algorithms, while AI-generated real-time community news (such as parsing the controversy of uppercase and lowercase "elisa") enhances the tool's attributes. These layouts allow Kaito to to evolve beyond the "mao mao platform" and gradually towards the infrastructure of the encryption industry.
III. Market value expectations
KAITO, as a blockchain intelligence analysis and AI-driven information capture platform, integrates core functions such as data aggregation, AI analysis, and real-time monitoring. In the current market, Arkham ($ARKM) focuses on on-chain intelligence visualization, AIXBT ($AIXBT) positions itself as an AI-driven data broker protocol, and SoSoValue ($SOSO) focuses on macro financial information integration. KAITO integrates multiple composite narratives, and its market value expectations can refer to the following benchmark agreement valuation range.
IV. Economic model
Total supply of KAITO: 1 billion pieces, initial circulation ratio: 24.14%
Token distribution:
Core contributors: 25% (250 million)
Ecological and network growth: 32.2% (322 million)
Binance Holders: 2% (20 million coins)
Initial Community and Ecosystem Claim: 10% (100 million)
Long-term Creator Incentive: 7.5% (75 million)
Liquidity incentive: 6% (60 million)
Early supporters and foundations: 8.3% (83 million)
Token Utility is as follows:
1. The Kaito token is designed to promote market forces, act as a network currency, and achieve community governance.
2. It is used to reward users for sharing valuable information on social media and receiving airdrops through the "Yap-to-Earn" points program
V. Team & financing
Team information:
Founder and CEO Yu Hu has a background from the University of Cambridge and has worked at traditional Financial Institutions such as top hedge fund Citadel and Deutsche Bank, with profound experience in quantitative trading and market analysis.
The core team consists of data scientists, compliance finance experts, and encryption infrastructure developers. They are skilled in social data cleaning, AI modeling, and compliance data asset management. The technical barrier focuses on the ability to accurately extract alpha signals from the encryption community in high-noise environments.
In terms of financing:
Completed two rounds of financing in 2023, totaling $10.8 million:
Seed round ($5.30 million), led by Dragonfly and Spartan Group, to build data acquisition infrastructure.
- Series A (USD 5.50 million): Sequoia China, Jane Street and Citadel Securities;
Ⅵ.Warning of latent risk
1. KOL monopoly backlash: Top KOLs control most of the traffic, and the platform may become a "paid milk project" tool, which damages community trust in the long run.
2. The number of paying users is in doubt: The official website shows that the annual price of Kaito Pro personal subscription is $833/month, and the monthly price is $1099/month, which is expensive.
VII. Official link
Website：https://www.kaito.ai/
Twitter：https://x.com/KaitoAI
