A statement from the founder of Kaito has sealed the coffin of the wild era of InfoFi.

Twitter cutting off the API is essentially putting a gun to its own head. This is not just a matter of active evolution; it is a passive, bloody struggle for survival.

Combining the sense of fate from Qimen Dunjia with the cold logic of business, I will take Kaito, and even the entire InfoFi track, for a diagnosis.

1️⃣ The Disillusionment of Traffic Illusion: From Business K to Club

What did Kaito used to be like? Like a noisy decentralized traffic wholesale market. As long as it's an individual (even a script/bot), retweeting or interacting gives a chance to receive an airdrop.

This is called 'Jingmen Kongwang' in the Qimen chart. It means: What you see as lively is all fake. Once the Twitter algorithm changes, the data built up by those who rely on their mouths will instantly return to zero.

In the future, Kaito Studio aims to be a '4A company on the blockchain'. In the past, it was 'Anyone can do it as long as they share'; in the future, it will be 'No cooperation with non-elites'. It's like transforming from a business where anyone can enter to a high-end club that only VIPs can access. They will compete with traditional advertising giants for a slice of the pie, and the only bargaining chip is to prove that even 10 real conversions are worth more than 10,000 robot celebrations.

2️⃣ Only real data is the antidote.

There is a 'White Tiger Drying' in the Qimen chart, meaning 'to use a knife, to perform surgery'. Kaito is currently performing this surgery: cleaning users.

This is not just a technical upgrade; it's about cutting flesh. The redundant data that used to help AI/was ineffective has now become Kaito's negative asset. To survive, it must grasp a real data cleaning algorithm.

The next logic is very cruel: Kaito must be able to precisely map a wallet address to a living person, even corresponding to their influence in the traditional world. Whoever can create this identity mapping will have a better chance of thriving in the next cycle.

3️⃣ Retail investors, retreat; class solidification.

This is the most heart-wrenching point, but it must be faced. The Qimen chart shows that the old rules have already shattered.

- For those who rely on their mouths: the game is over. In the future, Kaito's threshold will be so high that it will leave you in despair; this is a stage prepared for top KOLs, not for AI and ordinary mouth-reliant players.

- For KOLs: This is a typical gentlemanly process. The original slums have been flattened, and high-rise buildings have been erected. Only those top and mid-tier KOLs with depth and conversion ability will share a piece of the pie in this game.

4️⃣ Token logic: in the future, one must earn hard-earned money.

In the past, $KAITO the logic was simple: stake and obtain airdrops from cooperative projects. What about now? In the Qimen chart, the 'Shengmen' falls in the 'Xun' palace. This hexagram signifies that making money is difficult, and one must bend down to work.

In the future, $KAITO
the scenario of getting change may no longer be about receiving airdrops falling from the sky, but rather a logic similar to stock buybacks: Kaito goes to earn dollars from brand owners (Nike, AI companies) and then uses this real cash to buy back or empower tokens. This money is earned slower than before and is more tiring, but it is real. In the short term, without the FOMO effect, the token price will definitely not be as explosive as before; but in the long term, this is a return from PONZI to a legitimate business.

🎲 A big gamble about 2026.

Kaito is betting its future on a precise strategic shift. It judges that the Crypto market in 2026 will no longer be a noisy arena, but a decisive place for precise signals.

If they win the bet, it will be the 'Nielsen + Ogilvy' of the Crypto world, connecting trillion-level traditional demand with the supply of the Crypto world. If they lose the bet, without the FOMO from the community and failing to convince traditional world investors, it will truly become an unappealing 'data outsourcing company'.

But in any case, the era where you could make money just by moving your fingers has completely come to an end.