Dialectic Kaito: A New Benchmark for InfoFi?

Looking back at history, the crypto industry has always been filled with fantasies of getting rich quickly. However, upon closer examination, it is more about speculators playing the role of the harvested.

Crypto Twitter ( CT ) has become an important stronghold for the Chinese crypto community as the information hub of the industry. Recently, the rise of the Kaito project has attracted attention, successfully establishing a communication platform between project parties and opinion leaders, becoming a project that can still operate after token issuance once again following StepN.

Kaito is not a brand new concept, but rather a fusion of the essence of Chinese information flow from the past decade. From media frameworks to promoting competition among opinion leaders, Kaito's status as a culmination is self-evident.

From 2018 to 2021, the cryptocurrency industry was centered around Bitcoin and mining. During this period, opinion leaders focused on user-generated content (UGC) began to emerge. The appearance of the 3 o'clock community marked the mainstream marketing methods of WeChat groups and online Q&A (AMA), allowing founders to communicate directly with potential community members.

Subsequently, the combination of traditional media individuals and media brands has received market favor, triggering the so-called "Battle of a Thousand Media." Among them, certain media platforms have performed exceptionally well, becoming the benchmarks of that era.

The regulatory policies on May 19, 2021, had a huge impact on the industry, forcing many practitioners to choose to leave. This change severely weakened the information advantage of Chinese media. The cryptocurrency industry is gradually becoming mainstream overseas, and Chinese media have to adjust their strategies and redefine their roles.

Against this backdrop, the trend of opinion leaders has truly emerged. Opinion leaders oriented towards technology and investment research have been the first to gain recognition, while groups of individuals who make opinion leadership their profession have also begun to stand out.

In 2022, with a series of significant events occurring, the market fell into a downturn. The technological narrative gradually collapsed, and the gap between high financing and actual delivery continued to widen. In this context, groups of opinion leaders as a profession welcomed development opportunities.

The emergence of a certain information aggregation platform attempts to help users discover market trends by organizing crypto users and content. However, its business model faces challenges and struggles to achieve sustainable profitability.

In 2023, the rise of a certain social platform became the first stress test for the monetization ability of opinion leaders. This platform encouraged opinion leaders to trade their own "influence", but ultimately struggled to maintain it in the long term. This attempt proved that content itself cannot directly bear the impact of transactions, and the social finance (SocialFi) model has also repeatedly faced setbacks.

The rise of Kaito represents a new direction for development. Initially focused on artificial intelligence search, Kaito later shifted to ranking opinion leaders. Through long-term internal testing and product optimization, Kaito successfully attracted active participation from opinion leaders.

Kaito adopts a three-step strategy: first, separating information flow from capital flow; second, establishing a scoring system similar to a market fairness ranking; finally, Kaito itself becomes a standardized agency (Agency). However, recent events indicate that information flow platforms still face challenges in their attempts at tokenization.

Looking ahead, Kaito's next development may focus on products that can bridge the information flow and capital flow, attempting to generate transactions directly based on the information flow. However, achieving this goal still faces many challenges, as cryptocurrency users' recognition of the value of information flow still needs to be improved.