Recently, Twitter has been flooded with posts, and I’ve seen many friends getting a significant airdrop through “talking about” Huma. In today’s article, I will attempt to dissect what is known as InfoFi, to see what has created it and what it has changed.

With the birth and popularity of Kaito, we can now see a paradigm shift happening within the Web3 world.

In this transfer, “mouth licking” airdrops have shifted from fringe behavior to a mainstream participation channel; “information output” has transformed from content creation to a key element in building industry identity; while “narrative ability” is taking over the dominant position of “usage behavior” in the airdrop system.

All of this points to a single trend: the structure of attention is being reconstructed, information behavior is being financialized, and consensus is becoming a resource that can be manufactured.

1｜The death of interactive airdrops began with its illusion.

The airdrop logic of the older generation is as follows:

“Let’s create a product, design the interaction, and distribute tokens to early users. This can help cultivate their usage habits and form user retention.”

This logic established seemingly reasonable positive expectations between 2018 and 2022, but today it has collapsed:

• A large number of interaction addresses are script behaviors and do not reflect the true intentions of users.
• The project launches with an airdrop, the airdrop means immediate delivery, and users can take short-term arbitrage and leave.
• The so-called “incentive retention” has become an empty talk, and the vast majority of projects experience a data cliff after airdrops.

You expect to tame today’s users with future expectations, but users don’t believe in that future at all.

More importantly, interactive behavior is no longer scarce and can no longer reflect the true intentions of users.

The conclusion is obvious: Airdrops have never been a cure-all for activating products; they are merely a traffic explosion tool, suitable for making the market aware of you, but not for retaining users.

Thus, the airdrop logic began to shift, evolving from “Behavioral Finance” to “Information Finance”:

It’s not about what you did, but what you said, who saw it, and how much social spread it brought.

This is a shift in the value recognition model and a re-understanding of the core driving factors of the crypto world:

In a Web3 world where consensus precedes products and narratives precede use, information is the raw asset.

2｜InfoFi’s Triple Logic Base

If we consider InfoFi as a mechanism design, its logical foundation comes from three dimensions:

1) Reconstruction of Value Creation

Traditional airdrops measure “early value” based on interaction behavior. However, InfoFi believes that information behavior itself is the starting point for consensus generation.

Every tweet, every meme, every opinion output is a writing of consensus, creating the market memory of the future.

2) The binding mechanism of personality and identity

On-chain addresses are anonymous, but social behavior is not. InfoFi binds off-chain identities, modes of expression, and social reach capabilities to on-chain addresses, thereby forming an influence weight system with personality traits.

This increases the “accuracy of distribution” for airdrops, moving away from the old mindset of “interaction equals user.”

3) The deep coupling of narrative timing and capital release.

The project’s launch nodes are highly coupled with the peak of social discourse, leveraging airdrops to amplify early enthusiasm, ignite the attention dividend window, and form a liquidity pivot.

In this structure, “Zui Lu” is no longer a cheap act, but a deep alignment with the logic of cryptographic consensus.

Let’s put it more plainly:

Mouthstroke is the native mining mode of the information age.

• In PoS, capital is a form of collateral;
• In InfoFi, influence is a type of “collateral.”

In the “Zui Lu” logic, what you are mortgaging is your identity, your opinions, and the social risks of voicing for a project. This is fundamentally no different from traditional participation methods, and may even incur greater costs in the early stages (you need to understand the project, produce content, and bear the risks of speech). It is a complete value creation path.

When on-chain behaviors are mechanized and scripted, the mouth becomes the only input that still carries a personal touch. This is also why mouth miners can benefit from the InfoFi mechanism, as they provide social trust that cannot be forged by contracts.

Of course, there has been a significant occurrence of using AI for rewriting and obtaining airdrops nowadays, with content copying, viewpoint disguise, and bulk generation of content farms. This is an issue that the InfoFi project team needs to address through model optimization and identity recognition mechanisms.

But just like in the era of Web2 SEO, even “website farms” and “content farms” serve a certain distribution goal; they do not disrupt the system but rather push the system to evolve further.

3｜InfoFi is a positive response from Web3 to attention finance.

Let’s compare social media with another infrastructure that directly reaches users.

The wallet is the cold start layer, while social is the hot start layer.

Wallet represents “operating power”, social represents “discourse power”.

In this information-first, asset-lagging structure, all early users are forced to become “content distribution nodes.”

You are not promoting a project; you are creating a “consensus air layer” for the project’s token release. This air layer is not void; it is a kind of informational friction that provides legitimacy for capital flow.

InfoFi is building a mechanism:

Whoever can create a greater social friction for me, I will give more chips to.

In this structure, “Zui Lu” is not a shortcut for speculation, but a professional entry point for the social consensus mechanism.

This is a sign of information participating in production relations as a financial asset.

The rapid development of mouth-sucking airdrops is a manifestation of the narrative itself becoming a product.

The project is building a narrative, users are participating in the narrative, the platform is recognizing the narrative, and the token is carrying the narrative.

In this blockchain society, narratives go live earlier than products, and content flows faster than code.

InfoFi is the orthodox response to the financialization of attention in the crypto world, and mouth-licking is one natural way to participate, rather than a gray area.

If using is proof of participation, then information expression is proof of trust. If liquidity is the lifeblood of the market, then social volume is the source of this lifeblood.

4 | Next Development: Ultra-Individual Consensus Engineering, Information Becomes Organizational Asset

If you pay enough attention and delve deep enough, you will find that it has already faintly revealed a prototype of industrial logic. A group of KOLs are no longer working alone, but are participating in the narrative in an organized manner.

The future narrative of airdrops is no longer a random emergence of the crowd, but rather like filming a drama, with a clear theme design, rhythm arrangement, and division of roles:

• The project’s cold start phase is preheating;
• The period before the IDO is the climax buildup;
• Launch day creates a high-energy explosion;
• After the airdrop is implemented, organize a collective review and produce a successful narrative template.

We will see a small dissemination DAO composed of “content creators + topic organizers + social amplifiers + visual aesthetic planners” launching a series of informational campaigns in a collaborative manner.

The most radical inference is: the information itself will assume part of the liquidity issuance function.

The past Liquidity Bootstrapping emphasized capital synergy; in the future, Info Bootstrapping may emerge, determining the distribution ratio, price benchmark, and even the circulation window of initial tokens through the depth of narrative dissemination and breadth of coverage.

First create the narrative, the coin is just a prop for the climax of the plot. Information is no longer a medium for accessing assets, but rather a part of the asset creation process itself.

We are entering an era where narratives are structurally manufactured, in which:

Whoever can organize the expressions of more people will have stronger consensus generation ability; whoever can create a replicable narrative rhythm can forge true “information assets.”

The mouth is no longer just a mining machine; it is becoming an industrial belt.

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