Expected pre-TGE launch sequence among Kaito leaderboard projects
Post280 words
Forecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.
Key claims
Espresso and Theoriq are first two Kaito launchpad projects
Allora TGE feels close, SatLayer possibly August
Boundless, OpenLedger, Anoma, Succinct, MegaETH, Monad expected by year end
I think in terms of high-profile pre-TGE projects with @KaitoAI leaderboards, we will see a series of launches in the coming weeks:
- @EspressoSys first Kaito launchpad project
- @TheoriqAI confirmed second Kaito launchpad project
- @theblessnetwork's released $BLESS tokenomics
- @miranetwork hinted at soon-to-happen snapshot
- @AlloraNetwork's $ALLO TGE feels close
- @satlayer TGE could happen in August
As we head into the fall and towards end of year, I think we'll also see:
- @boundlesshq with $ZKC
- @OpenledgerHQ with $OPEN
- @anoma with $ANOMA
- @SuccinctLabs with $PROVE
- @Infinit_Labs with $IN
- @cysic_xyz with $CYS
- @union_build with $U
- @megaeth with $MEGA
- @monad with $MONAD
In the meantime, more and more pre-TGE projects will join the race for attention & mindshare, launching their own leaderboards, and continuously expanding the above list. Also think that quite a few of them will end up launching on the Kaito launchpad.
As the cycle accelerates, these TGEs also come with substantial yapping opportunities, incl. potential whitelist spots for Kaito launches or potential airdrop rewards for yappers, not even mentioning post-TGE project reward opportunities that also exist and non-Kaito launches that are coming up.
The emergence of InfoFi might have undesired side effects and in some cases (seriously) erode average content quality, but it's hard to deny that its one of the defining narratives of the cycle, and given the number of TGEs that is approaching, it might usher in a golden era for content creators.
Proves once again how valuable building a personal brand and audience is, and that doing your research, developing your writing skills, and putting yourself out there is key.
Start yapping anon. Trust me.
What came next · since 20 Jul 2025
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$MONADMonadsince listing 25 Nov 2025−28%−22% vs BTC
$ANOMAAnomasince listing 30 Sep 2025−96%−95% vs BTC
Since then
Zero has written 4 more pieces on Kaito since this one.
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