KAITO S2 airdrop hype is heating up, and the Infofi ecosystem is undergoing a serious reshuffle.
Long-time users are keeping an eye on the allocation rules for Season 2, while new players are scrambling to capture early mindshare. The significant difference from S1 is that participants are clearly more "woke"—the quality of content, depth of interaction, and account weight are all being repriced.
Here are my observations:
First, Infofi's moat is no longer just about traffic, but rather its ability to produce high-quality signals;
Second, KAITO's Yapper system is turning attention into quantifiable assets, and this logic will be replicated by more projects;
Third, once the airdrop expectations are fulfilled, the market will quickly differentiate between the "creators who stick around" and the "hunters who just come to scoop and run."
In the short term, it's about expectation trading, and in the medium term, we’ll see if the ecosystem can sustain this wave of attention dividends.
#KAITO #Infofi #Airdrop $KAITO
Long-time users are keeping an eye on the allocation rules for Season 2, while new players are scrambling to capture early mindshare. The significant difference from S1 is that participants are clearly more "woke"—the quality of content, depth of interaction, and account weight are all being repriced.
Here are my observations:
First, Infofi's moat is no longer just about traffic, but rather its ability to produce high-quality signals;
Second, KAITO's Yapper system is turning attention into quantifiable assets, and this logic will be replicated by more projects;
Third, once the airdrop expectations are fulfilled, the market will quickly differentiate between the "creators who stick around" and the "hunters who just come to scoop and run."
In the short term, it's about expectation trading, and in the medium term, we’ll see if the ecosystem can sustain this wave of attention dividends.
#KAITO #Infofi #Airdrop $KAITO