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Kaito

46 pieces · May 2025 to Jan 2026 · 3 flagship

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AI22 Market structure20 DeFi11 L1/L28 Other5 ZK5

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12026

No calls on Kaito since 2025 · show price and coverage

Price and coverage

KAITO $KAITO

Calls: None yet
Since first piece: −87%
vs BTC: −82%
Now: $0.269

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 46 piecesCalls onlyWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Kaito

Map17 Jun 2025Ultimate Crypto x AI Landscape: 14 categories of DeAI projectsComprehensive landscape of DeAI across GPU networks, privacy computation, verifiable ZK compute, decentralized training, user-owned models, inference networks, data storage, agent frameworks, identity, IP, data infra, DeFAI and InfoFi.Data29 Jul 2025BLESS and TIME tokenomics: modeling yapper and tester rewardsReconstructs the BLESS/TIME token model from public data: an implied 1 TIME to 0.45 BLESS rate, 78 monthly epochs to full dilution and yapper payouts by rank and mindshare. Lists the unknowns that could change the outcome.Explainer09 Jul 2025OpenLedger deep dive: Datanets, Proof of Attribution, OpenLoRA and ModelFactoryOpenLedger is an OP Stack L2 where dataset uploads, training and rewards occur onchain, with Proof of Attribution linking data to outputs. OpenLoRA serves thousands of fine-tuned models on one GPU and ModelFactory offers no-code fine-tuning across nine LLM families.

Timeline · every piece, newest first

2026 1

09 Jan 2026Fluent Prints: programmable reputation as an anti-bot primitiveDescribes Prints as a composable, programmable representation of social footprint that lets builders filter and reward verified users, packaged as an open primitive like SocialFi tools circle around.BreakdownOtherTooling

2025 45

27 Dec 2025Valuing creator influence by follower net worth and dollar value per followerArgues onchain net worth per follower is a better proxy for a creator's real influence than raw follower count, since it filters bots and inactive accounts, and should guide how projects pick and price creators.Market takeToolingOther

24 Oct 2025RISE Chain: real-time EVM L2 with 10 gigagas throughputArgues RISE is under the CT radar versus MegaETH and Monad, having raised on Kaito at a $200M FDV. Lists its 10 gigagas throughput, continuous block building, shreds, PEVM on Reth and Celestia DA.ThesisL1/L2Ethereum

05 Aug 2025Warden swap stats: 1.4M swaps and 7.7% of Uniswap on BaseReports Warden's campaign numbers: over 1.4M swaps (1M on Solana) and 7.7% of Uniswap swaps on Base. Cautions that airdrop farmers likely inflate the figures and notes 1% of supply is allocated to Kaito campaign seasons.DataAIDeFi

04 Aug 2025INFINIT bull thesis: DeFAI leader as Kaito season 1 endsArgues 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.ThesisAIDeFi

03 Aug 2025Warden Protocol: AI-native chain features as Kaito season 2 startsOutlines Warden as an AI-native chain with a verification layer (SPEX), EVM and CosmWasm support and chain-agnostic virtual signing. Notes season 2 rewards 0.25% of supply, then 0.5% in season 3, amid expected AI narrative catalysts.BreakdownAIL1/L2

29 Jul 2025Boundless Kaito allocation and TGE outlook: 0.25% of supply in rewardsPuts Boundless' 0.25% Kaito allocation in dollar terms ($2.5M at $1B FDV) and sketches expected TGE structure: sale, 10-20% initial unlock and 5-10% airdrop. Expects Succinct's PROVE to set a $1B-$2B FDV precedent.Market takeZKMarket structure

29 Jul 2025BLESS and TIME tokenomics: modeling yapper and tester rewardsReconstructs the BLESS/TIME token model from public data: an implied 1 TIME to 0.45 BLESS rate, 78 monthly epochs to full dilution and yapper payouts by rank and mindshare. Lists the unknowns that could change the outcome.DataDePINAI

28 Jul 2025Almanak launch strategy: points program plus capital-aligned Kaito campaignBreaks down Almanak's dual-track launch: a staged vault points program and a Cookie/Legion campaign where capital commitment boosts social rewards. Legion sale terms are $90M FDV with full TGE unlock, $75M for top supporters.BreakdownDeFiAI

28 Jul 2025InfoFi thesis: why Kaito persists and what creators should doDefines Kaito as analytics platform, attention marketplace and value distribution layer, and argues creators should adapt rather than deny InfoFi. Expects Kaito to stay dominant and its yap data to be used when projects pick creators.ThesisMarket structureTooling

28 Jul 2025Theoriq swarm thesis: THQ staking, delegation and slashing flywheelTheoriq's thesis is that onchain automation depends on agents coordinating as teams. THQ ties token demand to agent activity via staking for access, time-locked delegation and slashing with burn.BreakdownAIDeFi

27 Jul 2025Sale terms vs outcome: Theoriq 100% TGE unlock vs Espresso heavy vestingCompares Kaito launchpad sale terms and results: Theoriq's 100% TGE unlock at $75M FDV drew heavy oversubscription, while Espresso's long vesting at $400M FDV missed its raise target.Market takeMarket structure

25 Jul 2025ACM and the Almanak sale vs earlier Kaito launchpad salesArgues ACM arrives at the right time after the first two Kaito sales drew mixed sentiment over heavy vesting and, for Espresso, a high valuation. Almanak's full TGE unlock plus capital-backed snapping rewards early believers over pure farming.Market takeMarket structureDeFi

25 Jul 2025Anoma bull case: intent-centric infra, ecosystem and testnet tractionBull case for Anoma: intent-centric infra addressing liquidity fragmentation, dozens of builders, strong community via a gamified testnet, Boundless ZK proving partnership and a Kaito campaign. TGE FDV could reach $1B+.ThesisDeFiL1/L2

25 Jul 2025Attention Capital Markets (ACM) explained: SNAPS, cSNAPS and the Almanak saleACM links social attention to onchain capital: SNAPS for posting, cSNAPS boosted by investing, staking or using the dapp. 80% of airdrops go to cSNAPS holders, and Almanak's sale is the first test at $90M FDV with 100% TGE unlock.ExplainerMarket structureDeFi

24 Jul 2025Kaito leaderboards: yapper counts and smart followers by projectRanks Kaito leaderboards by active yappers and by average smart followers. Anoma leads on yapper count, MegaETH on smart followers, both of which determine how hard it is to climb a leaderboard.DataMarket structure

24 Jul 2025Why the OpenLedger OPEN TGE likely lags mainnet until OctoberExpects OpenLedger's OP Stack L2 mainnet to launch within weeks while the token follows around October, when the Kaito campaign ends, since the chain needs no live token on day 1. Sees the gap as a window for early usage incentives.Market takeAI

24 Jul 2025ALLO tokenomics and yapper reward napkin mathsAssumes 1% of supply to Kaito and 0.75% to yappers, with a $500M-$1B TGE valuation, giving a $3.75M-$7.5M pool. Compares proportional and tiered payouts, benchmarking against Chainlink ($17.6B FDV) and Bittensor ($8.7B).DataAIMarket structure

24 Jul 2025THQ yapper rewards: Theoriq's 6M token Kaito commitment modeledTheoriq committed 6M THQ (0.6% of supply) to Kaito rewards across base, ambassador and earn tracks. Models payouts at a $100M-$200M launch FDV under proportional and power law distributions.DataAIMarket structure

24 Jul 2025Kaito pre-TGE arena: 24h attention leaders Theoriq, Anoma, UnionIdentifies the 24h attention leaders in Kaito's pre-TGE arena and what drove each: Theoriq's sale terms, Anoma's testnet hype and Union's 1% Kaito allocation announcement.DataMarket structure

24 Jul 2025Theoriq THQ tokenomics and Kaito launchpad sale terms assessedSale terms are better than Espresso's but still back-loaded: $2M at $75M FDV with 25% unlock at TGE, investors need 4x to break even. Tokenomics have capped supply and fee-driven value accrual, with ~14.7% of supply potentially airdropped.BreakdownAIMarket structure

24 Jul 2025Union yapper reward per 0.1% mindshare at $250M to $1B FDVBenchmarks Union against interop peers (FDVs of $250M to $2B) and computes reward per 0.1% mindshare across scenarios. Season 0 pool is 0.45% of supply and Season 1 is 0.20%.DataZKMarket structure

24 Jul 2025Union Mad Yapper rewards: 1% of supply to yappers and Kaito ecosystemUnion allocates 1% of supply to Kaito rewards: 0.75% for yappers across Season 0 (retroactive) and Season 1, 0.25% for stakers and Yapybara NFT holders. No leaderboard cap and 0.10% set aside for Chinese and Korean speakers.BreakdownZKMarket structure

23 Jul 2025What Internet Capital Markets means: tokenized business models, onchain marketsDefines Internet Capital Markets as tokenized, equity-like fundraising for internet-native businesses, completed by launchpads, onchain CLOBs and AMMs, and DeFi infra. Expects the model to extend to tokenized equities and other RWAs as regulation matures.ExplainerMarket structureRWATokenized stocks

23 Jul 2025Theoriq: AI agent swarm coordination for DeFi, second Kaito launchpad projectTheoriq, backed by a $6.2M seed led by Hack VC, targets agent-driven DeFi: AI liquidity provisioning, dynamic yield rotation and risk-managed delta-neutral trading. It is the second project on the Kaito launchpad.BreakdownAIDeFi

22 Jul 2025Espresso's Kaito launchpad sale terms: $400M FDV with 1y cliff is unattractiveWelcomes the Kaito launchpad but criticizes Espresso's $4M sale at $400M FDV with a one-year cliff plus one-year linear vesting. Buyers would need a roughly $800M FDV after 12 months just to break even, so a full or large TGE unlock is recommended.Market takeMarket structureL1/L2

22 Jul 2025Pre-TGE DeAI watchlist with live Kaito leaderboardsLists seven pre-TGE DeAI projects with live Kaito leaderboards, each with a one-line role. Argues major DeAI infra launches historically reach a few hundred million in market cap, sometimes billions.MapAI

21 Jul 2025Espresso and shared sequencing: Kaito launchpad hype versus modular token recordShared sequencing has been a tough narrative since few chains outsource ordering and block building, and modular infra token launches have often disappointed as VC cashouts. Still, being first on the Kaito launchpad plus >$63M raised could drive hype and a high initial FDV, as with Caldera's ERA.Market takeL1/L2Market structure

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts 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.Market takeMarket structureAI

12 Jul 2025Top six pre-TGE AI plays with live Kaito leaderboardsLists six pre-TGE AI projects with live Kaito leaderboards and a one-line role for each: predictive ML, attributable data, verifiable AI, verification, edge compute and DeFAI.MapAI

11 Jul 2025INFINIT: one-click agentic DeFi and the strategy marketplaceINFINIT's Agent Swarm uses deterministic agents with ERC-4337 and EIP-7702 bundled verifiable steps to run multi-step DeFi strategies. A strategy-creator marketplace is planned with initial strategies and a social layer in Q3 2025.BreakdownAIDeFi

09 Jul 2025OpenLedger deep dive: Datanets, Proof of Attribution, OpenLoRA and ModelFactoryOpenLedger is an OP Stack L2 where dataset uploads, training and rewards occur onchain, with Proof of Attribution linking data to outputs. OpenLoRA serves thousands of fine-tuned models on one GPU and ModelFactory offers no-code fine-tuning across nine LLM families.ExplainerAIEthereum

09 Jul 2025NEAR momentum not yet priced in: ETP, Intents volume and inflation cut proposalArgues NEAR's ecosystem progress is not yet in price: a staking ETP on Frankfurt, Intents with >$215M 30d volume, and a proposal to cut inflation from 5% to 2.5%. NEAR leads AI-native chain and user-owned AI narratives.Market takeAIL1/L2

08 Jul 2025Cysic network breakdown: ZK proof layer, Proof-of-Compute and dual-token designCysic is a Cosmos SDK network with EVM execution, CometBFT consensus and Proof-of-Compute, with provers, verifiers and validators on GPUs and ASICs. It has a CYS/CGT dual token, a 3-year halving schedule and 10% community allocation.BreakdownZKDePIN

04 Jul 2025Pre-TGE infra protocols with Kaito leaderboards: ZK, compute, AI and rollupsA list of nine pre-TGE infra protocols with Kaito leaderboards, each with a one-line role, spanning ZK proving, ML networks, interop, compute, real-time EVM, intents, AI training and RaaS.MapZKAIL1/L2

02 Jul 2025INFINIT on Kaito: season 1 allocation and yapper reward estimatesLays out the INFINIT Kaito yapper campaign: 0.5% of supply across 3 seasons and 2M IN in season 1, with power-law reward estimates for top global yappers at several FDV levels.DataAIDeFi

25 Jun 2025Anoma explained: intent-centric OS and the Kaito yapper allocationExplains Anoma as a distributed OS where users submit intents and solvers compose them into balanced cross-chain transactions on a generalized UTXO resource model, with no bridges. Also covers the 1% supply Kaito leaderboard allocation.ExplainerDeFiL1/L2

17 Jun 2025Ultimate Crypto x AI Landscape: 14 categories of DeAI projectsComprehensive landscape of DeAI across GPU networks, privacy computation, verifiable ZK compute, decentralized training, user-owned models, inference networks, data storage, agent frameworks, identity, IP, data infra, DeFAI and InfoFi.MapAIDePINPrivacy

13 Jun 2025What is wrong with Kaito and InfoFi: engagement farming crowds out researchAudits the Caldera Kaito leaderboard and argues InfoFi in its current form pays engagement farmers and timeline spam, not original research, letting projects show inflated vanity metrics. Warns this will hurt both CT and the projects.Market takeMarket structureOther

11 Jun 2025Kaito leaderboards reward engagement farming over real mindshareQuestions why Kaito does not filter engagement-farming posts that dominate leaderboards and airdrop rewards, and whether projects actually want that as their mindshare. Supports InfoFi in concept.Market takeMarket structureOther

11 Jun 2025Ultimate Crypto x AI Landscape Overview (first edition)Initial 4-part landscape of DeAI across compute, privacy, verifiable ZK compute, training, user-owned models, inference networks, storage, agents, identity, IP, data and InfoFi. Later reworked into the 14-category version.MapAIDePINPrivacy

08 Jun 2025Narratives to watch in mid-2025: Hyperliquid, Bittensor, DeAI, zkTLS, InfoFiLists eleven narratives being watched: HyperEVM, dTAO subnets, decentralized AI training and inference, zkTLS verification, utility agents and DeFAI, InfoFi, AI-native chains, verifiable data, real-time execution layers, WASM and RISC-V execution, and RWAs.OtherHyperliquidAIOther

30 May 2025Loudio attention economy: expected fade after the first payoutsNotes about 60% of CT conversation is dominated by Loudio, a productless attention experiment. Predicts hype fades once the top 1000 have allocations, with madness in the first top-25 payout week, and flags the risk of lost trust if loud voices lack skin in the game.Market takeMemecoinsMarket structure

29 May 2025LOUD IAO on HoloLaunch: allocation phases and supply splitDetails the LOUD IAO on 31 May 2025: 45% sold for about 400 SOL, 45% to liquidity, 10% to community and market makers, no vesting. Phase 1 gives the top 1,000 yappers 0.2 SOL each, Phase 2 is FCFS for about 120k Kaito users.BreakdownMemecoinsSolana

28 May 2025Loudio model: mindshare rewards meet creator-speculator alignmentArgues Loudio merges Kaito's mindshare-based rewards with Believe's long-term speculator-creator alignment, and if the experiment works the attention model could be applied to other tokens as a way to capture attention sustainably.BreakdownMemecoinsMarket structure

27 May 2025Loudio explained: a productless attention economy on SolanaExplains Loudio's mechanics: LOUD swap fees on Meteora pools fund weekly distributions to the top 25 mindshare contributors, with 80% to KOL marketing per Kaito mindshare and 20% to KAITO stakers. LOUD has no utility beyond acting as an attention proxy.ExplainerMemecoinsSolana

Often covered with

INFINIT25 Theoriq18 Allora38 Anoma33 OpenLedger34 Bless Network17 Union36 Warden Protocol13

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