2026-01-16 05:31:56

Regarding the turning point of the InfoFi era, I want to share a perspective. The information financial model represented by Kaito is essentially redefining the airdrop distribution logic for small and medium-sized projects. This wave of change has a selective impact on the ecosystem—large projects like Monad and Zama each have their own strategies and will not be directly affected by this trend.

The peak period of profit-chasing on platforms like Kaito has gradually transitioned into a mature stage. So the question is: will the culture of profit-chasing on-chain truly return? Or will it evolve into a different form?

My observation is that this is not just about which model wins. More fundamentally, the entire industry's perception of the value of airdrops is being reconstructed. Small and medium projects face real choices—whether to continue along the path of information finance or to return to more traditional community incentive methods. This decision will directly influence the future direction of the profit-chasing ecosystem.

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ShamedApeSeller

· 01-18 05:09

The "撸毛" culture will not return; it will only become more intense. Kaito's move is just a variation of "cutting leeks," and small to medium projects have no choice at all.

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FunGibleTom

· 01-17 20:44

Luo Mao has never really died; it's just changing shells to continue harvesting the leeks. Kaito's move this time is also the same. The seemingly high-end InfoFi is, in essence, just the old trick of monetizing information asymmetry.

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MEVSandwichMaker

· 01-17 07:46

But to be honest, I saw that Kaito's wave of hype is heading towards a plateau long ago. The question is, will there really be projects willing to return to traditional incentives? Or is it just being forced? Large projects like Monad and Zama already have plenty of buzz; it's the small and medium projects that are under pressure. Without the InfoFi model, what else can they do? Airdrop competitions are so intense.

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RumbleValidator

· 01-16 06:01

In essence, Kaito's information financial logic is fundamentally an efficiency issue—who can verify user value more accurately, who will hold the distribution rights. But once this mechanism is platformized, it loses the decentralized nature of the original "撸毛" (profit-taking) approach. I'm more concerned about a data issue: how much have the actual incentive costs for small and medium projects decreased? If it's just a change in the distribution method without optimizing the core consensus mechanism, then this transformation is merely a superficial change without real substance.

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TokenomicsTinfoilHat

· 01-16 06:01

The evolution of the "Lumao" culture, I believe in the continued development of information finance. Kaito们 are just the beginning; the real gameplay should be projects replacing blind boxes with data.

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NotFinancialAdvice

· 01-16 05:53

There has never been a true climax in the market, only the anticipation of the next bubble.

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DEXRobinHood

· 01-16 05:53

Is the peak of the hype cycle transitioning into a plateau? Haha, to put it plainly, it's the decline of the dividends. The problem is that small and medium projects really have no options left now; the InfoFi approach has already hijacked the entire distribution logic.

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orphaned_block

· 01-16 05:48

The peak of chasing profits and the platform phase... That statement really hits home, making me feel like the days of obsessively chasing airdrops are truly over. I'm actually more concerned about whether models like Kaito, which are driven by information, can really help small and medium projects survive, or if it will just be a cycle where big players take the meat and small investors drink the broth. But you're right, the core is still the reshaping of airdrop value concepts... It feels like the real reshuffling period is just beginning.

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ImpermanentLossEnjoyer

· 01-16 05:43

Uh, I really need to rethink this logic. Kaito's approach has indeed turned small and medium projects into information games. To be honest, big investors don't care about this wave of changes at all; it's the small projects that are struggling with whether to follow the trend or not. A plateau has definitely arrived; now it depends on who can come up with new tricks next.

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LiquidationWizard

· 01-16 05:35

Is the climax phase of pulling hair heading towards the plateau phase? Hey, isn't this just the beginning of a death spiral... Can small and medium projects really be chosen, or are they just forced to follow the trend?

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