$KAITO officially live - happy to see people receiving theirs, regardless of if they sell, buy more, hold or stake the good thing about airdrops is they can be both rewards and ways to align further with projects it's only day 1 of $KAITO, but year 3 for Kaito - we will continue to build out our vision and invite all of you along the journey importantly, we now have so much more to do towards building InfoFi and the role of $KAITO out, and I'm truly excited by the scope of what's ahead for everyone involved there's more to be said, so will put out a longer post tomorrow, especially covering some of the questions appreciate everyone

people spotting our token deployment onchain not officially live yet - only trust official communications from us in relation to allocation %s and anything else related 🤝 appreciate the excitement! more info to come later this week

will publish Q2 recap and Q3 outlook in early July - Q2 was the biggest Q ever for Kaito - Q3 we shall see the introduction of new products, new distribution, and new mechanisms of existing products stay tuned for - capital launchpad - relaunch of Kaito Connect (new mechanism) - introduction of gkaito 👀 and many more major themes: - big focus on signal over noise, sustainability, and rewarding high-quality (incl non-incentivized) content - big focus on alignment - big focus on combining yapping with usage + ownership - big focus on building culture in the meantime, laying the foundation to move beyond the CT echo chamber and generalize the tech infra - a multi-year journey ahead think long-term. execute short-term more to come!

we heard your feedback on @_kaitoai Yaps - algo-based shadow ban incoming. if necessary, will evaluate slashing while low-quality engagement baits aren’t gaining yaps, they are creating confusion and noise, violating the principles of the majority the network will increase the cost of doing harm as part of its (dis)incentive mechanism without happy users, creators won’t get paid sustainably we will continue to listen to your feedback and evolve 🫡

big wins across the Kaito eco today Magic Newton are a great example of what we’re increasingly focusing on fostering - yappers bringing real users with real adoption (Kaito ecosystem referrals represent 1/3 of all Newton verified agents) on this note, we are thinking about incorporating opt-in onchain reputation to help further filter out AI slops and reward high-quality *real* users keen to hear thoughts about it

one of the most exciting parts about $KAITO will be its role in the long-term vision growing brands and social presence takes time, new and existing projects will always be looking to engage their community and reward, and we plan to build out the network and its functions far further there's also a whole world outside of crypto that we want to build towards a long-term network that reshapes the relationship between creators, brands, users, and operators many things still to come 🙏

out of ~1mn registered users on Kaito, only <30k have ever earned any yaps that's less than 3% (!) next leg of growth for the network is to maximize conversion and you've probably noticed many of the recent initiatives yap, use, and evangelize will become the power trio

we are entering one of the best times for individuals to grow social presence and capitalize brand value - and the goal of Yaps has always been to reward such valuable voices. finding the balance between the aim of intended monetization and incidental farming is the trickiest part, and currently Yapper Leaderboard has swayed too far into allowing noise and farming - amplified by the proliferation of AI tools and X’s monetization push altogether, regardless of the existence of Kaito. so improvements and iterations will be a constant part of our roadmap, and I’m excited to announce the introduction of two major things, updates to Yapper Leaderboards, and gKAITO - both live in the coming weeks. Yapper Leaderboards have served as a valuable alternative to the historically opaque and performance-agnostic KOL distribution model. however, over time, certain negative externalities have emerged - namely noise, low-effort content, and an overemphasis on rewards (which is also on us). these dynamics have discouraged some genuinely strong accounts from participating and attracted lower-quality engagement. with all of these in mind, we are introducing a series of changes to the network, including a reputation threshold to all yapper leaderboards - coming live in a few weeks it’s a mechanism we’ve put a lot of consideration into, and it’s very much based on addressing the feedback we see across the timeline, both from Kaito community members and the wider crypto audience (very grateful for both negative and positive constructive feedback and flags). every single creator platform has a minimum threshold for creators to monetize - X requires 5 million impressions over last 3 months - TikTok is 10,000 followers and 100,000 video views - for Youtube it’s 4000 valid watch hours creators need to prove influence and impact prior to monetization, and a large part of this is to ensure equitable distribution, as well as to prevent low effort, low quality content from being able to participate which overall makes the network more attractive to all involved. you’ll be able to see the various elements we’re going to implement based on this in the tweet below. supplementing this, we wanted a way to involve the crypto community more widely in the Kaito ecosystem even if they aren’t more actively able to be involved - and this is through gKAITO. gKAITO represents the five core pillars of a project-community relationship: Thought Leadership, Attention, Participation, Ownership, and Culture. for us, the significance of the gKAITO mechanism is it brings together everyone, both in our ecosystem and the broader crypto space in a unified way. gKAITO then becomes the unified proof of contribution that allows all participants - of different degree - to benefit from the platform’s success in terms of fee sharing, priority access to deals, and more. overall, as we’ve always said in the past - improvements and iterations will be a constant part of our roadmap, especially for something brand new. the reality is, the incentive structure that worked yesterday may no longer work today, and the technology landscape is always changing. but this is exactly how we move the space forward - together. build. iterate. and keep moving.

Yaps went from a concept to TGE in less than 3 months with healthy ongoing cash flow supporting both creators and the network if this is what we built in 3 months - think about what it will do in 6, 12, 18 months and beyond at Kaito we don't wait for things to drag on - we ship, we announce, and we ship again if you think TGE is the end for a project, we will prove you wrong

Initial Community Offerings via a launchpad OWNED by the community next chapter of Kaito starts here more details soon

my 2.5hr interview with @KevinWSHPod, summarized in 50 points. with some additional hints and details 👇 1/ life is summarized in 4 places - south of china (childhood), UK (teenage/adult/work), seattle (start of Kaito), singapore (now) 2/ most of my professional career at Citadel - trading equities 2017-late 2021 - believe it’s one of the most hyper-competitive places on earth 3/ loved Citadel for being purely meritocratic and results-driven - doesn’t matter who you are, where you come from, who you know 4/ quit Citadel in late 2021 to join Millennium - forced out of the market for 6-months due to non-compete, but used it to trade crypto full-time, one of the best times in my life 5/ realized the information inefficiency in crypto was unbearable 6/ the market’s momentum is also insane - mean reversion rarely works because markets can stay irrational longer than you can survive. understanding momentum in mindshare and sentiment is key 7/ couldn’t wait for others to build it - started Kaito 8/ 3 reasons for the name “Kaito”: a) our early engineers were anime fans, b) “AI” is in the name, c) Kaito means “sea” and “people” in Japanese - aligns with our mission of helping people navigate the sea of information 9/ moved from the UK to seattle for a bigger engineering talent pool - mobility is key for entrepreneurialship 10/ 6 months into building Kaito, chatgpt launched in nov 2022 - aha moment to rebuild search from the ground up 11/ while others focused on chat interfaces, we used LLM for the entire production pipeline - your AI is only as good as your data 12/ Kaito wasn’t all smooth sailing - we started during a 1.5-year bear market 13/ struggled with monetization at first - targeted the wrong users before launching the right features 14/ best decision was becoming more public - started writing trade theses using Kaito in jan 2024, and suddenly people realized what it could do 15/ adoption accelerated rapidly after that - looking back, the change was so quick it was almost unimaginable 16/ learned as a founder you must be your product’s biggest evangelist, everywhere 17/ broke even in jun 2024 - a big moment, but still early days 18/ Kaito’s goal isn’t being an alpha platform - it’s about fundamentally changing how people work 19/ since jun, we doubled down on helping project teams with growth and marketing 20/ memes and the attention economy gave us a huge tailwind 21/ believe valuation = attention x narrative - true for memes but also many other things in crypto 22/ attention has fundamental value 23/ in crypto, founders are most willing to pay for two things: liquidity and attention 24/ attention also ties to liquidity - it dictates how much people care 25/ why tokenize Kaito? a) our retail strategy, b) yaps is demand-pulled 26/ retail strategy isn’t a lite Kaito version - exploring a new model where everyone can participate 27/ yaps addresses the broken KOL model: complicated, ineffcient, opaque, exclusive, and lacking accountability 28/ Kaito’s KOL analytics revealed a market desire for reinvention 29/ we launched yapper leaderboard to solve these problems: simple, no middlemen, freely accessible, transparent, and merit-based 30/ yapper leaderboard isn’t the end 31/ believe there are 3 stages of information efficiency: a) disorganized info, b) AI distribution, c) market-driven distribution 32/ as a trader, I respect the market as the most efficient distribution model 33/ polymarket is a great example but tough to cover the long tail - AI fills that gap 34/ Kaito moved crypto from unorganized to AI-powered - next is market-driven efficiency, our InfoFi vision 35/ soon launching a market-driven yapper leaderboard launchpad where yappers decide how attention is distributed 36/ as market forces grow, Kaito’s role will naturally decrease, reducing centralized risks 37/ big prediction for 2025: yaps become a currency 38/ yaps = tokenized attention; account-level yaps = tokenized influence 39/ yaps is Kaito’s points program - many lessons from hyperliquid on distribution 40/ yaps is hard to earn, with strict anti-farming measures to protect the ecosystem 41/ farming peaked during xmas but died quickly - it not only doesn’t earn yaps but hurts reputations 42/ ideal state: people forget about yaps and focus on building their brand 43/ best way to describe Kaito is crypto’s distribution center, for info, attention, and capital - powered by AI 44/ Kaito is a hybrid software and crypto company, not so much of an analytics company 45/ believe the space moves forward when people think on first principles and push boundaries together 46/ hope for 2025: people realize Kaito’s vision and what we’re actually building - hoping for that aha moment 47/ yaps is highly expandable across other social media platforms and beyond crypto 48/ north star: everything we do should positively impact the industry 49/ one day, people may forget kaito, but the network we build will be our legacy 50/ Kaito can rise and fall - your brand is always your brand. don’t farm yaps - build your brand

yaps is phase 0 of Kaito excited to ride this out with all of you see you in the next chapter soon

a very exciting day, but truly only the next step in our roadmap kaito has been building for three years - we are so grateful to have hundreds of thousands of users supporting us to this day many of you have asked me in the past: will kaito have a token? plenty of times, we could have launched one but never did, so you know we don’t take the decision lightly the introduction of $kaito is a key milestone for what we're building and hopefully an important day for all of you too - it will be play a big role in how we envision the relationship between community and our ecosystem plays out in fact, one thing is always true about kaito: we think from first principles kaito is never a fork of anything we will always keep pushing for what we believe makes sense and where we can make the biggest, most tangible impact for those of you who know me, you know that as a trader throughout my career, i have deep respect for the market infofi is what i truly believe in so stay tuned for what comes next after $kaito i invite all of you to join us in this new chapter 🌊

it’s been pretty insane to see the growth and hype the loudio team has pulled off in just a week far beyond what i imagined when @0x_ultra first came to us with the idea for an experiment a few words from me ahead of their launch tomorrow - $loud is an experiment. it’s testing a perpetual engine for attention generation, subsidized by speculators. it’s testing a new bootstrapping mechanism - initial attention offering (IAO) Kaito is the social and attention layer - we empower applications building on top of it Kaito is also pro-innovation - we're always open to experimenting with new ideas, mechanisms, and partnerships while the Loud experiment is centered on attention, InfoFi is so much more new primitives are forming around trends, reputation, influence, sentiment, opinion, and beyond and yes, you WILL be seeing more launches soon across the Kaito eco the InfoFi supercycle is real - one of the most active frontiers, with new ideas and innovations emerging every day, every week. i’m genuinely excited about what’s coming now, back to loudio - with less than 24h to go, i’m wishing them the smoothest launch it’s now up to @0x_ultra and the team to take it even further and in the meantime, while crypto is inherently hyper-financialized, i hope everyone involved stays patient, grounded in expectations, and guided by good intent let’s keep pushing boundaries gkaito

the goal is still to empower high quality small accounts and we will be working relentlessly towards that at the end of the day, every big account was once small

who wants to build yap.fun? you pay for others to yap about you good for the lonely souls 😇 any builders interested feel free to get in touch in our discord yaps is an open protocol Kaito

over the past few days, I've TWAP’ed 1M KAITO with my own funds (~$1.4M USD) staked all of it, making me the 2nd-biggest KAITO staker onchain I've also put the full amount on a self-imposed, milestone-dependent lockup: - unlock 50% when Kaito hits $50M protocol revenue - unlock 100% when we hit $100M protocol revenue tomorrow, i’ll explain: - why i did it - why alignment is so important in our space - why Kaito is different - how Kaito aspires to lead the change in the years to come - why i'm so bullish KAITO just the start - gkaito

I predict one day - creators, users, and brands will all buy and stake $kaito to get aligned and become owner of the network mark my words

what might seem on paper a relatively simple update to some, has actually been very complex - hence the time it’s taken we’re in a fortunate position as a team to work with so many projects, and to have a wide spanning audience and user-base across the globe with this comes a tricky balancing act: ensuring sustainability, intention, and subjective quality on both sides, plus a wider social responsibility for the space we feel that today’s first update, as part of an iterative process, is key to ensuring that real creators are able to continue being recognized by more and more projects for their efforts this is especially true in the age of AI dominance undoubtedly, as Kaito leaderboards became more prevalent, there was an influx of malicious actors and - more unique to monetized social platforms - AI slop from the start, our intention has been to be as inclusive as possible, but as we’ve seen - over time this has, in some cases, led to bad actor involvement and increased spamming overall therefore with reference to how other social platforms manage their monetization for creators, we’re rolling out updates to both increase the necessary threshold for participation, and for preventing and cutting out spam, malicious actors and slop there will never be a one-and-done solution for this, so do expect it to have imperfections - there will inevitably be real, high quality emerging creators or community members who are left out of the leaderboard (for now!) and there will also be some folks still on it that people feel are unjustified (again, for now!) and this is why we’ll treat this as an iterative process of improvements with this just being the first step. during the process we want assure three things: - changes are essential here for sustainability of the product in terms of its quality and utility to both participants and projects - we will be constantly looking at and adapting to issues, and missteps, so know we’re very focused on this as a task - thresholds are there to be met, and as we’ve seen with so many accounts who have grown in the 9 months through consistent quality content and intersections, they are more than achievable another key element here is that each project has different focuses in the communities they want to foster and highlight, so expect variance, and we’ll work closely with the projects to make sure they are able to recognize the creators they want it’s a big change, and a complex one, but ultimately it’s hugely important as we continue to push our strategy, so I’m excited to see the progress from here the next steps of gKAITO, onchain integration, multi platform integrations and others mentioned in the tweet below will really tie this all together - so stay tuned for that!

new week, new boards, new drops TVD

seen some posts around claim rate of $KAITO so just wanted to cover some of the points from day 1 of starting Yaps, the consistent feedback we got was that "it only benefits big accounts" so we wanted to address that in the eventual claim hence, we actually set an allocation to users who even just signed up to Yaps - this is understandably a very long tail as (which we're grateful for) the app grew very large very fast many of the users weren't expecting it at all and you see a lot of them on the TL positively surprised our philosophy is simple - InfoFi needs both creators and users to thrive. not everyone is creator, not everyone is able to earn Yaps, but users are forming the backbone of the attention economy and are in fact the reason why creators are getting paid there may be other reasons beyond our control - people waiting for tax reasons, haven't got around to it, unaware, uninterested (i.e. VCs or founders who just wanted to try the app) something unique to Kaito too is sign-up requires just a X account (not even a wallet) - seen some users unfamiliar with setting up wallets, gas fees, bridging, etc - our team has been helping to ensure everyone gets their allocation simply put, the reasons can only be assumed - and we've seen this with various big airdrops - some people simply don't claim or they claim late many examples of this, $PENGU which ended up burning over $150M worth of unclaimed, $EIGEN social airdrop claim rate was anecdotally ~20% despite repeated reminders, etc ultimately, we cannot control who does and doesn't claim - we will however make sure the full allocation of supply rolls into future incentives/rewards dedicated only to creators and users we're also open to ideas on what people think should happen to any left over, so do let us know your thoughts now, if you haven't claimed, or are unsure if you can, do head over to our claim site below to have a look for people who held their claim/bought and are now holding $KAITO - it's only week 1 with so much more to come one thing I hope you've all noticed about Kaito - we stay shipping

Kaito is the only play where you can bet on both utility and attention at the same time one of a kind Kaito

tge season is upon us 🌊

we've received more clarity from the Humanity team on the Kaito-related distribution from their June 25th airdrop due to their added eligibility requirements, there were a few reasons why certain accounts were receiving 0 allocations despite being a yapper/staker - all were required to complete palm verification on the Humanity site prior to the airdrop checker - for stakers, they also needed to have linked wallets holding sKAITO/YT-sKAITO - for yappers, the needed to have inputted a claim wallet after the release of the airdrop checker, before the claim started - the Humanity team also added a strict anti-sybil mechanism in the final distribution, largely based on quality of referrals if you have questions, do head over to the Humanity discord for support from Kaito side, here is the process update post-humanity claim: - we now strongly encourage all teams to let kaito handle the final distribution for yappers and kaito eco - this will make it more seamless for the wider community and to ensure a simplified claim - over the coming weeks we’ll work on further highlighting claims handled by kaito

bull market is back each unit of attention is now worth more competition will heat up let that sink in

i spoke with hundreds' of founders YTD and can only attest to this crypto is becoming less and less attractive for builders if we don’t act in the past people could argue tokenization gave access to a global user base and liquidity pool now you're up against - increasingly dried up VC funding - increasingly aggressive listing agreements - ever-growing airdrop expectation relative to mkt liquidity - stigmatized selling regardless of business maturity or investment duration more and more are hoping to see: - transparency reform (eg financial reporting) - liquidity reform (exchange listings based on merit, not negotiations) - distribution reform (ICO vs airdrops) - accountability reform (holding bad actors accountable) and many more otherwise, we risk being left with no users, no builders - only a bunch of intermediaries it takes every one of us to do our part

never intended to build a social app but being at a layer sitting on top of socials is pretty amazing human connections and emotions are one of the most powerful things in the world glad to see so many of you bonded together because of Kaito regardless of big or small accounts one of the best decisions we made was to drop to all the 0 yaps accounts, in a meaningful way at the end of the day, everyone deserves to have a key to the InfoFi future we will build it together 🌊

for Kaito, or monetized social media more generally in the age of AI, the issue we collectively need to solve is: - real creators and communities vs farmers and AI slop later this week we are going to roll out the beginning of major improvements we've been referencing recently a combination of creator threshold + capital launchpad + over time a community governed layer to decentralize decision-making we’ve always seen crypto as one of the best - and toughest - places to get it right, given the extent of financialization but the potential from getting it right is massive more info soon, and appreciate everyone sharing their views both good and bad - both sides are essential to us improving!

one thing Kaito will never stop doing is pushing boundaries experiment and innovate build and iterate first we made some noise with @noise_xyz (follow if you haven’t) now we stay loudio with @stayloudio let's keep building new primitives loudio

we kicked off social airdrop season in Jan with bera, story, kaito and many others we kicked off our strategic KAITO accumulation in Mar and accumulated ~3M KAITO in < 60 days we are kicking off our earn and drop season in May with BOOP and so many other opportunities to come you will soon find out stay tuned

the current reward station will be transformed significantly as we build out Kaito Earn imagine - Yap to Earn Refer to Earn Trade to Earn Use to Earn can be either broadcasted to all users or to only a subset of relevant users based on user segmentation Kaito takes a success fee by facilitating all tx and returns value to holders / believers win-win-win for brands, users and Kaito holders top contributors (referrer, user, yapper, etc) - based on verified PoW - can even get into a round hosted on Kaito capital launchpad for further, long-term alignment predict this will become the playbook for many successful launches this year

this is the widest lead i've ever seen on CT influence aixbt likely redefines the whole distribution power balance between machine/agents vs human with Kaito now quantifying every account's influence, rewarding quality creators, and facilitating a better and more efficient matchmaking marketplace, it is truly intriguing to witness what will unfold before our eyes would you believe - aixbt will start getting significant airdrops in the "yap-to-earn" meta - aixbt will start competing in yapper leaderboards for public rewards (no under table deals) - aixbt will start investing in seed rounds i believe this will happen faster than most think

when you’re so bullish on something and see so much purpose in it you simply put everything else aside and dedicate all to it Kaito

Kaito has grown to become a huge community at this point we started the journey with Kaito Pro - with more 700 teams of builders, researchers, investors, marketers, traders using the tool in dec 2024, we launched our first major retail expansion, Yaps. quickly grown to ~1mn registered users and 200k active monthly yappers. till this date it’s one of the most widely used applications in crypto with more than 60 leaderboard teams joining us in the family and growing rapidly in feb 2025, we airdropped KAITO to the overwhelming majority of CT, including all registered users regardless if they had any yaps, as the key to join us on the InfoFi journey that’s our version of the web3 evolution - let users become owners of the network so, what does Genesis NFT come into play? it represents the OGs of the InfoFi network. It’s the first onchain asset we ever issued. and it represents the culture and community element of the Kaito ecosystem the goal of the Yapybara Genesis NFT is every yapper would want to own one. and every owner of the Kaito InfoFi network will want to own one eventually as well also, capybaras (other than the name fit) felt a perfect match - known as highly-sociable, well connected and inclusive while KAITO represents the ownership of the network, Yapybara Genesis NFT acts as a multiplier to everything we do in the ecosystem. as KAITO increasingly gets distributed, the value of the multiplier becomes an ever-appreciating asset as part of the Yapybara reveal, we will work on a future featuring, highlighting everyone using their Yapybara as their pfp oh, and new pfp time Yapybara. gyap

KAITO stakers are the diamond-handed core of the yappers majority staked from day 1 they are the true believers in the InfoFi era everything we do at Kaito is to be aligned with them proof? KAITO stakers have been printing on BOOP and Virtuals (via virgens) KAITO stakers will be printing on another 10 drops already announced (watch out for next week) KAITO stakers will be printing on all other unannounced drops in the works (also - watch out for next week) Kaito accelerates

gkaito

shoutout to our no 1 $kaito staker 🫡 thank you for the trust in us we in it for the long game together pioneers are formed pre-tge community is formed post-tge let's build it together

new real-time plagiarism checker coming to @KaitoAI Yaps soon combines - the low-cost + low-latency benefits of a small embedding model - high precision of a large language model - huge database with the exact time sequence of every single tweet this is most probably the state-of-the-art framework to incentivize originality (most social media platforms have no such mechanism at all) good to see the cutting edge AI infra being leveraged to solve real problems will continue to iterate 🫡

we are hiring! looking for a junior BD in Singapore (can sponsor work permit) if you are keen to learn, grow and challenge yourself, this is for you perk: Kaito works with pretty much every team in crypto - this is one of the best platforms to grow your network apply below 👇

when we said we are committed to turning the network into a net sink, we meant it today, we conducted a strategic accumulation of $KAITO reserves using the fees the network has generated we have purchased 13,333 KAITO in the open market, which is 2x the current daily network emissions (6,666 KAITO in staking rewards) we can't comment on future market operations given the regulatory framework but can only say the network is in a very healthy state, with strong cash flows to fuel future growth and growing use cases there are 80+ partners in the pipeline to launch yapper leaderboards, and numerous partners for various new use cases we expect that these will all bring significant value to the network today’s buy is much more than the quantity itself - it signals the strong confidence we have, and the ongoing commitment to preserving the fundamentals of the network by strategically building our own token reserves and our intention to sustainably grow the network Kaito is built different we grow with all of you onwards

welcome Bandit to Kaito! one of the funniest accounts on CT, and someone who very early on understood what Kaito is really trying to achieve Bandit will be joining our growth efforts across socials, helping to take our presence to the next level across platforms the creator economy is one of the fastest-growing segments in the world. once dominated by mainstream media, the landscape is now rapidly evolving into one powered by everyone’s voices this shift represents the democratization of power and the ultimate individual freedom - and it’s simply irreversible let's build towards it!

in case you haven’t noticed - for limitless, hana, anichess, novastro and possibly a lot of the future upcoming launchpad raises there’s minimum 20-30% allocation reserved for the broader Kaito community this means the more yaps/skaito/yapy you have - the more allocation you have in an oversubscribed round this could be very valuable (personally think some ICOs will be big cooks) and this will pave the way for yaps to be valuable again along with a basket of kaito assets

i see a lot of short-termism on the timeline sometimes people need to remember you can't always run-rate things things aren't always as good as they seem, but also not as bad as they are rome wasn't built in a day zoom out - and focus on what really matters you plant your seeds, and harvest when they mature we've been here before, and it won't be the last time onwards

simple math - there's only 18M KAITO staked today = $15m (NFT another $5m) BOOP drop = 50bps * 30M = $1.5m that's ~10% return right there from 1 drop we're in talks with so many teams on all kinds of collabs attention is the real scarcity

build good apps let the rest follow

we welcome any VCs, foundations and ecosystem funds to consider having a strategic $KAITO reserve to tangibly support your projects with distribution and capital Yapper launchpad is quite literally the first use case - many more in the brewing I firmly believe Kaito as the distribution center of information, attention and capital will have a profound and lasting role both in crypto and beyond let’s build for the long term 🌊

remember to check your claim 🫡 Kaito is for everyone

Staking rewards are now live - currently ~10% staked with 70% APR. expect this to normalize over the coming days none of the locked tokens (incl investors/foundation/team) are able to stake source of rewards are currently from Liquidity Incentives but next week onwards this will be a net sink given network fees more on the utility of the staking will be released - some of you have noticed a HODL score which will boost voting rights in Kaito Connect - this is just one aspect Genesis NFT holders and $KAITO stakers will always get priority access to everything we do at Kaito Kaito

new algo is live for the project yapper leaderboard in the 7d time horizon - over time, it’ll gradually take over the 30d / 3m, etc seen positive takes from many yappers - but as always, happy to hear directly from you all: the good, the bad, and the to-dos main changes: - stricter anti-farming filters for coordinated group farming, solicited engagement, and fake/bot accounts - reputation boosting - historical behaviour across Yaps & project yapper leaderboards - loyalty boosting - niche, loyal community members get boosted (harder for accounts to dominate multiple boards) - ongoing parameter fine-tuning these changes aren’t final - expect us to keep iterating and improving the algo based on feedback for transparency, we’ve also published a detailed FAQ (linked below) - any recurring questions will be added over time thanks for your patience with the changes, and the feedback leading the changes so far 🤝

i do think what happened yesterday will have profound implications on the future of the economic relationship among token holders, traders, and vault depositors at hyperliquid tge, traders and token holders were basically the same group of people. in fact, not just the same - their ownership was even scaled based on volume and usage. that was almost perfect alignment. over time, this inevitably diverged - now you’ve got people who don’t trade at all but own $HYPE, and others who trade in huge size but own zero $HYPE fundamentally, that’s why some traders were left with a sour taste when they saw $HYPE holders celebrating the largest buyback day and the biggest HLP vault win yesterday had this happened before tge, alignment would’ve been easier - you’d just drop certain traders some points. post-tge, it’s much tougher, especially when the protocol doesn’t have a cash reserve (or an insurance fund) personally, i think this likely triggers a rethink of the incentive model and possibly marks the end of the ~100% buyback era. the pendulum has likely swung too far to one side - risking the equilibrium lighter’s approach here feels more balanced and likely more trader-friendly. LLP took the hit, and traders were protected by it longer term though, for lighter, this does raise two questions: - if LLP becomes a quasi-insurance fund, should there be a cap on network OI relative to LLP? - how does it incentivize LLP to compensate for the higher risk so it stays competitive? I think this is likely where revenue and incentive structure come in. instead of using 100% of revenue for buybacks (ie incentivizing ONLY token holders), it could perhaps be split among: - an insurance fund to backstop system-level risks - some incentives for the vault to compensate for higher risk while keeping a more trader-friendly risk mechanism - cover development costs - and finally, excess capital going back to token holders no one knows where the future of perp dexes and the incentive model will be, but thanks to all the builders - we’ve come a long way vs a few years ago. the exciting part is, being a derivative product, it can scale to almost any asset in the world - the upside is huge for our industry if defi gets it right. i’m hopeful we get there one day. let’s all keep building!

kaito has had its share of big and small missteps along the way. but two things we’ve gotten right at the core - and will continue to double down on - are: - democratizing creator monetization so that emerging creators have a real chance to earn (today’s $FF is a great example) - democratizing capital formation so that users and contributing communities can get skin in the game on same or better terms than VCs both of these require strong anti-sybil mechanisms and significant data analytics - which is exactly what we’ve been building over the past 3 years i’m glad to see our believers winning lately (and thanks to our partners too) honestly, for all of you who've been following our journey - it has not always been a smooth sail we’ve been through troughs, we’ve also been through good times, and i know there’s so much more ahead the future of kaito will continue to be headed towards big visions, but equally importantly - grounded in solving real problems and creating real opportunities we will be building towards a world of interoperable data. and that, imo, will be the real catalyst bringing about infinite monetization you’ll learn more about this when the time comes for now, we continue to march forward skaito wins

Kaito family is getting stronger day by day Kaito in Q3 will be very different from Kaito today in a way we've never talked about in public always reinvent forward

great to see Bybit now on Kaito Earn! the kaito ecosystem has come a long way in the 7 months since launch, with much much further still to go. but today is definitely a milestone, to see a major CEX utilizing kaito, and in a unique way too. $1,000,000 in deposit rewards for trading, $100,000 in yapping rewards for attention, combined with referral bonuses for direct attribution expect to see more and more innovative ways in the coming weeks and months with capital launchpad on long-term alignment and community ownership and expansion to mass-market social platforms onboarding new users back to building and more partnerships onwards

remember - yapper launchpad was just launched 1 month ago (with the voting) it will be one of the many use cases of Kaito Connect MUCH more to come

some of you may have noticed irregularities on the yaps leaderboard over the past few days - with some accounts showing outsized yaps this was due to intermittent data disruptions with our X data now that the situation has largely stabilized, we’ve done a data backfill for the affected period as a result, while some of you may have lost a few yaps, most will see gains given more complete data coverage happy yapping!

today's leaderboard at @_kaitoai gave me some surreal feelings - when you see people you've respected for years becoming your users, it just hits different when i started @_kaitoai three years ago, i never thought about building a social layer of any sort i simply wanted to find a solution to a problem i struggled with myself - information inefficiency / noise / breaking out of echo chamber in crypto admittedly, our algo will never be perfect, but the intention has always been to give everyone a platform, and will always evolve to be better hence why, on the same leaderboard today - next to the absolute gigabrains - you also have much smaller emerging accounts (less than 200 smart followers) and accounts posting in local languages (eg Chinese for @lorrainelolo) @_kaitoai Yaps is still in its early days, but we are truly grateful to be an inclusive platform for everyone - whether you're a builder, researcher, investor, trader, content creator, or enthusiast we want to have a place for all of you back to building 🫡

4 days post tge - Kaito is still the top mindshare after majors - one of the rare things in crypto people simply enjoy using it constantly talking about it and sharing their growth stories lots of positive energy lots of excitement lots of empowerment demand for yapper launchpad is sky-high second batch coming in 2 days new use cases for Kaito Connect are brewing 👀 can't ask for a better community to build with we're forever grateful 🌊

things never go in a straight line be humble, be nimble fix what doesn’t work, drive innovation where it matters focus and execute

seeing more photoshopped yap count tweets with claimed methods of what works - eg reply for reply - these are just attempts to farm engagement for account growth over anything remember yap counts are always verifiable on any timeframe - public leaderboard goes down to any account that gained as low as ~10 yaps L24H - don't trust, verify our goal has always been to drive meaningful conversations farming, low quality, reply baits will continue to be filtered out post as you usually would, and avoid getting farmed 🫡

we are currently experimenting and implementing some changes to the project leaderboards asking for all yappers' patience while we backfill some data there will be a detailed FAQ coming out tonight as well our goal is the same - to protect the InfoFi network and reward the best contributors stay tuned!

Jan - start of social airdrop season Mar - start of KAITO accumulation season May - start of earn and drop season Jul - ???

seeing so many big X payout screenshots this weekend many of the people I know started building their brand as recently as Yaps now they have a steady income stream from both the Kaito InfoFi ecosystem + X if it still isn’t obvious - attention has value InfoFi will accelerate the monetization for the masses

not every feature we launch is going to be successful not every protocol building on top of Kaito - or more generally, leveraging Kaito - is guaranteed to succeed either what Kaito positions itself as is an enabler we are the attention layer that empowers both existing and new use cases nothing should be taken as an endorsement but we do our part in pushing boundaries and advancing new ideas and if any of the new experiments actually work, the Kaito ecosystem becomes stronger than it was before always exercise caution. always have patience. gkaito

we did a 50,000-tweet sample to illustrate CT copy pasta and what the new real-time plagiarism checker can do the above graph shows what CT looks like today - basically a massive spike in copy pasta near the 100% similarity score the below graph shows the distribution after applying the new plagiarism checker - it becomes a pretty amazing normal distribution out of the 50,000 tweets, ~11,000 (22%) are considered plagiarism we will start implementing this new algo over the next few days hopefully this helps protect all the content creators out there 🌊

KAITO is the BNB for attention few

stake if you believe in the long term of Kaito stake if you bet on future multiplier of yourself the latter point will become obvious to people in the coming days/weeks, and years to come

if you believe the attention economy is here to stay and boom Kaito is probably the best proxy in the entire space right now

spotting Kaito proficiency in job descriptions for social roles cool to see!

when people still think about Kaito as yap-to-earn that's the opportunity to learn about the bigger picture of what we want to build in InfoFi attention formation capital formation market formation will be obvious in hindsight gkaito

the Ethereum Leaderboard, now live! those following Kaito since early last year will know that the Ethereum Foundation actually gave us a grant for providing our data, so played a role in launching us along our journey to where we are now. this is a launch done through us, for free and public use, and is one of the best examples of our new algorithm update in action! very excited to have it out, and to see what people think about the rankings. believe in somETHing.

Kaito airdrop was probably one of the most unconventional - it didn’t require you to do any work specifically for Kaito - for the first time in history at such scale, it leveraged AI as the true, unbiased arbiter of alignment pre-airdrop, we did one of the most comprehensive analyses in the space to identify and reward the most likely long-term aligned holders - those who will continue to care about Kaito in the long term it’s never perfect, but here’s the data: overall, accounts with high boosting multiplier had a significantly higher likelihood of hodling and staking KAITO (~20% higher) the three most impactful predictors are: - Kaito long-term loyalty (if you knew about Kaito for a long time) - Kaito value alignment (sentiment) - overall Kaito ecosystem participation (accounts active in both Kaito Pro and Yaps) regional stats overall are a wash, though some regions are exceptionally high - eg Korea's hodl rate is 50% higher than average, while some regions are lower yaps determined the base but had no positive or negative predictability overall however, smart follower is a meaningful predictor AI was given the specific task of identifying accounts most likely to be long-term aligned, and accounts least likely - overall, this had a positive impact protecting the network and rewarding the believers granted, this will never be perfect there will be false positives there will be FUD and unhappy accounts we did it with first principles thinking, in our unique circumstances the journey is long and we're just getting started Kaito will continue to be relevant for years to come there are plenty of opportunities to get involved (not just Yaps) one thing will always hold true - we will continue to reward alignment and believers just as i’m doing myself with Kaito onwards

heard the Kaito community wants Virgen Points?

good things take time execute with urgency strategize with clarity build and iterate

big congratulations to @AlexOnchain - coinbase @binji_x - EF top-ranked yappers, with proof of social capital and a track record of mastering attention, continue to land top roles if it's still not clear - personal brand matters more than ever in the digital era and social capital is - and will continue to be - one of the most valuable forms of capital

recently, we've seen small groups of accounts looking to game community Yapper Leaderboards, with feedback from users showing the same later today, we'll be implementing a new mechanism to penalize these behaviours, bringing the new reward mechanism closer to Yaps, which at this point has been battletested changes include: - slashing on group farmers across all leaderboards (starting today) - adding a downvote button for all community members to channel their voice, which helps train our model iteratively note this won't apply to genuine content creators who writes about multiple Yapper Leaderboards projects this isn't the first time we've seen this - Yaps has gone through waves and has been battletested to its current form the response is always one that's systematic as opposed to manual review, so that the network can scale efficiently - having a proper reward mechanism - slashing becomes necessary to protect the network in its current state - leveraging all community input to iteratively train and evolve the model thanks to everyone who has provided the feedback. changes coming soon!

Kaito community has shown that when you combine yapping with a good working product you get real users and grow exponentially Kaito community will eat well will @newton_xyz 🤝

if cabal becomes so big cabal becomes the network itself and if such network is - permissionless to join - composable to build upon - and computationally scalable a whole new economy is born with unstoppable flywheel that is Kaito few today

see this as the new meta - Polkadot showing up big here for their community yappers, with large monthly rewards - a signal of the importance they place on community Yapper Leaderboards aren't only meant for up-and-coming projects; they're also a way for established projects to recognize and reward the long-standing community driving forward their mindshare we are hopeful that Kaito's Al-powered solution will bring a fairer, more transparent, and more efficient reward distribution mechanism that enables a stronger project-community relationship the yapper rewards continue 🌊

when you bet on a team, you are betting on their ability to execute and iterate over a multi-year journey you are betting on them being locked in 24/7 you are betting on them putting your interests first and staying aligned we build for the believers

the beauty of capital launchpad’s Yaps & Kaito eco allocation priority is - maximize social flywheel to give direct value to yaps (either or not holding any Kaito assets) - scale perfectly with capital (the more allocation you want, the more sKAITO/yapy you should hold) win win

$90mn total value distributed to yappers & holders the more value the network helps distribute the more value the network captures (fees & drops) the more improvement and innovation the network continues to push through it's clear that in the future there will be two types of drops - those that are pre-announced (listed on Kaito Earn) and those that are surprise-drops - like Boop and Loudio, both of which brought significant TVD to the Kaito Eco in general, surprise-drops are typically projects that are: - mostly community-bootstrapped - allocated a larger % to the Kaito Eco - more deeply integrated with Kaito tech (some are InfoFi experiments themselves) we’ll see a wider variety of surprise-drops as the tech expands from powering mature use cases to unlocking nascent innovations forward

long term thinking long term building Kaito will always iterate and improve You have it from me

loudio has distributed ~522 SOL from their fees to kaito we'll be distributing the full amount as sKAITO to our community once we have our embedded claims live on Yaps, allowing more seamless airdrops, including Yapper Payouts once live we'll then also share more on distribution eligibility as the fees are currently in SOL, we'll OTC to sKAITO and update you all with the sKAITO address in the replies once done for now, you can see the SOL in the address below!

a lot of excitement from our community - we are really, really grateful a year ago, i wrote this tweet below - most of it still applies today one thing that’s always true at @KaitoAI is we are hyper-focused on fundamentals and common sense for everything we do, we ask if there is a long-term viable business model despite kaito never really brands itself as a crypto x AI company, it’s probably one of the most used without people explicitly knowing to us, it should really be the other way around: - if you are an AI-first company, what value does crypto/token flywheel bring you? - if you are a crypto-first company, what part of the stack can actually solve an AI problem? we’ve written a lot about the whys in our whitepaper (link below) - made it intentionally succinct so that it’s easy to read spoke about this on the recent podcast with @KevinWSHPod - we’re in a bit of uncharted territory now so would ask for everyone’s patience and feedback along the way let’s build this together 🌊

Yap points are now live - start collecting today! this is our biggest release at Kaito and the first that everyone can get involved in. Season 1 of Yap Points is all about recognizing those who actively contribute meaningful discussions to CT. this isn’t just for the KOLs - it’s about all of us, the yappers. the introduction of Yaps marks the first step in our initiative to level the playing field for the entire space and to reimagine how attention can be, and will be distributed. we’re making this happen with the AI architecture we’ve spent the past three years building, and with every one of you - those who’ve come together, yapping non-stop and standing up for what you believe in. Kaito is here to connect AI, attention, and capital, with more big releases coming in the weeks and months ahead. can’t wait to show you what comes next, and for now - yap early, yap only, yap often.

strategizing a time-weighted, loyalty-based system to incentivize and reward long-term behaviours long-term staking long-term yapping believers will eat

seeing plenty of these these days - seems like a pretty inefficient market should we add a web3 job launchpad to Kaito Connect? brands list opening users vote based on desirability to surface high quality openings network potentially runs an algo to find the most likely candidate based on all the data we have users apply network takes a success fee -> $KAITO holders eat (sometimes i see referral fee as high as 1 BTC) in fact, can think of a lot of other use cases that could be hosted on Kaito Connect leveraging the network - incentivized testnet launch? TVL campaign? early alpha test? angel matching? thoughts?

30% of Genesis NFT minted and never moved despite going up 100x majority of KAITO stakers staked right after receiving one of the largest airdrops in 2025 top 1000 KAITO stakers have an avg smart followers of 600 (!) - so many cracked builders who think long term in our space the Kaito community is built different

one of the benefits of our wider ecosystem being profitable and sustainable we can deploy rather than preserve - fundamentals matter 🤝

About the Wayfinder x Kaito claim - 1/ clarifying re allocation - the eligibility criteria was announced at the start of the campaign - as with every drop, there’s been some confusion around the criteria - if anything, the Wayfinder team has shown every intention to be generous and inclusive - increased the allocation mid-way from 0.25% to 0.50% - factored in slippage so people don’t miss out (1100 smart followers instead of 1000) - expanded the criteria to include accounts with fewer than 100 yaps - some people posting that they never talked about Wayfinder but still qualified, actually did - every single eligible account has a list of qualifying tweet URLs. @sjdedic pointed out he genuinely forgot. others didn’t realize tweets from back in 2024 also count. i’ve replied to a few but can’t physically get to all - yappers needed to hit a certain threshold of mindshare contribution towards Wayfinder - there’s an alignment/sentiment/anti-farming weighted mechanism behind it - Wayfinder focused on rewarding smaller accounts (<1100 smart followers) - as with every drop, we’ve identified learnings and areas for improvement that we’ll implement in future drops 2/ re the claim issues - we partnered with Sign / TokenTable, who handled the full claim process - Sign / TokenTable is an established claim partner for many drops in the space - Kaito works with multiple claim partners across different campaigns - given the claim format was similar to our own drop, we chose the same partner - after the MEV issue was identified, the Sign / TokenTable team paused the claim and is actively working on a fix - they’ve committed to fully compensating all affected users - everyone will receive their intended $PROMPT allocation + refunded gas - Sign will reopen the claim once they are confident the issue is mitigated

been working on a lot of UX improvements alongside major product launches stay tuned!

Virtuals owns a % of all AI agents Kaito owns a % of the attention economy Kaito accelerates

on kaito community allocation priority in the limitless sale - the sale reached 200x oversubscription so on average people got 0.5% of allocation - 75% of the kaito community got more than 0.5% (some significantly more) thanks to the dedicated pool (note avg also includes a large number of limitless users) - the kaito community participation was unprecedented - 11M KAITO and 576 yapy, with more than 46M USDC pledged. while the activation was great, it inevitably also diluted share given dynamic supply/demand. this typically wasn't the case as most kaito pledgers got full allocation in hana and novastro despite the rounds being significantly oversubscribed. so it is a dynamic case depending on how many other kaito community members also joined in - that being said, within kaito community, there are still stakers and holders who got significant size. large KAITO stakers who pledged in the first minute, max 250k size, were able to get 20k allocation and on average kaito community got 2x+ more than the rest - the timing boost was applied within the kaito community (and in each other bucket). so if you pledged very late, someone else within the kaito community would have got more relative to you (max 3x difference). the timing consideration was communicated prior to the sale - rationale is people pledging early had no idea how the sale would evolve and also had to lock up funds for much longer - the kaito community pool is ADDITIVE to all other factors. so if you were also a limitless user, or creator, then it'd help to get more allocation a few learnings from this to iterate on: 1/ we will work to show how many skaito / yapy have directly participated in a round to help kaito community know how competitive it is within the kaito community pool - this should give more visibility 2/ we'll look at putting a cap on oversubscription to prevent the round getting too diluted let me know your thoughts too, it was an incredibly successful sale, but also a complex one in terms of allocations, so lots to learn from 🙏

so great to see major projects like Story rewarding high quality dialogue around topics that they care about Yapper Leaderboards proving that attention is value 🤝

had significant issues with our claim partner which held up the $ZKC allocations and instead we airdropped covering gas to save time instead of waiting longer equally frustrated as all of you on this, so will debrief after this is sorted on how we stop this happening again for those facing wallet function issues due to traffic these should all be solved now too very much understand the annoyance - especially on what should be a day of great sentiment given the public sale val vs launch val one of those bad days at work for sure, lots to learn from, so really do apologize once again 🙏

$25mn+ raised on Capital Launchpad in just 4 days from everything we've seen - this is the beginning of a whole new meta re smart token distribution both Kaito community, and the broader crypto community will cook more mechanisms, more project types, and more innovation to come stay tuned!