INFINIT bull thesis: DeFAI leader as Kaito season 1 ends
Thread467 words
Bullish call$IN−70%since listing, moved against the callHow it played out ↓Argues INFINIT leads DeFAI, citing 174k+ users, 450k+ transactions and 459k chats. Expects v2 to turn it from a research assistant into DeFi's agentic execution layer with a strategy marketplace and revenue-sharing token.
Key claims
174k+ users, 450k+ txs, 459k chats
0.5% of IN supply allocated to Kaito yappers, 0.2% in season 1
v2 adds a marketplace for templatized strategy prompts
Season 1 of INFINIT's Kaito Campaign is Ending
INFINIT has been able to achieve significant traction recently (174k+ users, 450k+ txs, 459k chats), also driven by significant social mindshare growth.
The skyrocketing mindshare has been heavily accelerated by INFINIT's Kaito campaign, where the team has allocated 0.5% of $IN supply to incentivize active yappers (0.2% allocated to S1 which concludes on August 7th).
With a massive v2 catalyst ahead, an addressable market in the billions, and the eagerly expected TGE coming up soon, we might witness a real cook here.
Summary of my Bull Thesis ↓
Imo INFINIT is a clear leader in the DeFAI vertical, and given the strong early traction, and as the AI/agent narrative continues to accelerate, I think they are well positioned to further capture serious market share in this rapidly growing market sector.
Tokenomics (revenue sharing, see comments for more detals) also look promising, and the v2 upgrade will fully turn INFINIT from an AI-powered research assistant (with basic execution features) into DeFi's agentic UX/execution layer with a baked in marketplace for templatized strategy prompts, allowing DeFi experts and KOLs to properly monetize their expertise.
As a platform, @Infinit_Labs significantly improves the user experience along the entire journey, empowering users with powerful tooling from AI-driven DeFi-focused research to agentic one-click strategy execution.
This ultimately creates an agentic economy (with collaborative human involvement) as INFINIT fully automated, swarm-driven multichain execution capabilities and strategy monetization accessible to anyone in one unified platform.
The marketplace also provides the basis for a potentially powerful economic flywheel, which in turn could accrue significant value back to the token (as platform revenue grows).
Solving the UX pain point, which has been holding back DeFi adoption (especially outside of the crypto-native bubble) significantly in recent years, is a huge market opportunity, and INFINIT's PMF here (in what some would call a billion dollar market) is clear imo.
The token's revenue sharing mechanism also comes timely amid the revenue meta, and the social traction remains strong (also accelerated by the Kaito campaign), which is also crucial to retain relevance in the relentless battle for attention on CT.
Mindshare is likely be further amplified in the coming months as more major announcements are expected to drop (e.g. further Kaito seasons, TGE, airdrop details, v2 launch, etc.), setting the stage for the highly anticipated TGE.
There is likely still some time to yap, so don't give up if you haven't started yet anon. Don't forget there are still 0.3% of $IN supply up for grabs in season 2 and 3 (see screenshot above).
In any case, definitely watching this one closely, and I will keep yapping myself for sure.
More details on the $IN tokenomics can be found in the thread by @belizardd below.
DYOR anon.
x.com/belizardd/status/1952308847177298074
Study the INFINIT flywheel.
x.com/zerokn0wledge_/status/1949666887077601714
4 images on X
How the call played out · since 04 Aug 2025
Prices as of 23 Oct 2026This piece takes a view on $IN, so that move is read against the call.
Traction of 174k+ users and a v2 that turns INFINIT into DeFi's agentic execution layer support its DeFAI lead.
−70%
Moved against the call · since it listed on 08 Aug 2025, 4 days after this piece
- At listing
- $0.0921
- Now
- $0.0275
- vs BTC
- −57%
- After 1 month
- −39%
- After 3 months
- +5.4%
- After 1 year
- −62%
- High since
- +112% 11 Oct 2025
- Low since
- −71% 19 Oct 2026
Since then
Zero has written 6 more pieces on INFINIT and $IN since this one.
- INFINIT x Google Cloud: A2A integration for agentic financeOn INFINIT
- INFINIT thesis: AI agents as the coordination layer for financeBullish call on $IN
- INFINIT and agentic finance: why $IN surged 150% on Upbit listingBullish call on $IN
- INFINIT Strategies live: bull case for agent-driven DeFiCovers $IN
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish call in a thesis piece is tracked; explainers, lists, maps and mentions are neutral context. Not financial advice.