Recently, @GoKiteAI announced the first batch of incubation and funding projects for its ecosystem fund, covering various fields from decentralized machine learning platforms and vertical industry AI model stores to new rendering farms based on its computing power network. This move is interpreted by the market as GoKiteAI actively transitioning from the 'infrastructure building' phase to a new stage driven by 'ecological prosperity'. Affected by this news and the overall rebound in the AI sector, the price of the $KITE token and the number of registered network nodes have both shown significant growth.
Interpreting the ecological incubation strategy:
The announced incubation projects have obvious characteristics:
1. Supplement core capabilities: Projects focusing on AI task 'workflow orchestration' can greatly simplify the difficulty for developers to deploy complex training processes on the GoKiteAI network, lowering the entry barrier.
2. Expand application scenarios: In addition to common LLM training, some projects focus on biomedical simulation calculations, while others are creating decentralized video generation. This demonstrates the versatility of GoKiteAI's computing power in high-performance computing and inference services, breaking the market's single perception that it only serves AI training.
3. Enhance network effects: A decentralized 'AI model marketplace' is being strongly supported. In the future, developers can deploy trained models on the GoKiteAI network with one click, directly providing API services to global users and earning $KITE. This attracts the AI developer community, which is both a consumer of computing power and will become a core supplier of future network services, creating strong stickiness in the bilateral market.
Market impact and $KITE value reassessment:
The launch of the ecological project signifies that the demand for the underlying computing power network will shift from testing and proof of concept to real, ongoing productive demand. Every successful ecological DApp will become a stable demand point for the $KITE token. The market is beginning to view $KITE with the valuation logic of 'platform-type assets'—its value comes not only from the transaction fees of its own protocol but also from the total value of the entire ecosystem it supports.
At the same time, unlike the closed ecosystems of traditional cloud platforms, GoKiteAI's ecosystem, based on open protocols and token incentives, is more collaborative and has positive externalities. The success of one project can bring users and traffic, which may in turn benefit the underlying network. This composable, community-driven growth model is a unique advantage of crypto-native projects.
Significance of industry benchmarks:
The launch of GoKiteAI's ecosystem is a critical turning point in the AI + DePin track from 'storytelling' to 'building ecosystems.' It proves to the market that decentralized computing power networks can not only run the technology but also attract developers to build valuable applications. This may attract more capital and talent to this track, triggering an investment boom in decentralized AI infrastructure and applications.
For investors, the focus should shift from purely technical indicators to ecological growth indicators: such as the number of active developers, the number of listed models, and the TVL of ecological projects. The price trend of $KITE will become a barometer of market confidence in the development of this emerging ecosystem.
