Kite started gaining serious attention around October 2025, right when the market narrative shifted from pure speculation to infrastructure that could actually support the next wave of AI-driven applications. As someone who’s watched dozens of Layer-1s promise the world and deliver very little, Kite feels different not because it’s flashy, but because it’s trying to solve a specific problem: how autonomous AI agents interact economically without relying on traditional centralized systems. That focus alone explains why traders and developers started paying attention almost immediately after its exchange listings.
At its core, Kite is an EVM-compatible blockchain built to support AI agents as economic participants. In simple terms, an AI agent is a piece of software that can make decisions, perform tasks, and now, on Kite, hold funds and pay for services on its own. This matters because AI tools are becoming more autonomous every month. By late 2025, we already see agents booking cloud compute, trading APIs, and data feeds automatically. Kite’s thesis is that these agents will need native financial rails, not patched-together Web2 payment systems.
From a market perspective, Kite’s token launch in late October 2025 came with heavy volume and fast price discovery. The circulating supply currently sits near 1.8 billion tokens, with a maximum supply capped at 10 billion. That structure tells experienced traders one thing immediately: liquidity will be strong, but dilution risk must be monitored over time. Early price action hovered in the $0.08–$0.09 range, with volatility driven largely by listings and speculative positioning rather than long-term fundamentals.
What makes Kite interesting beyond price is progress. Testnet activity picked up through November and December 2025, with early demonstrations of agent-based payments using stablecoins. Stablecoins are crucial here. AI agents can’t operate efficiently if transaction values swing 10% in a day. By building stablecoin support directly into its payment logic, Kite reduces friction and improves usability, especially for developers building subscription-based or usage-based AI services.
Why is Kite trending now? Timing. The market is clearly rotating toward AI infrastructure, not just AI tokens. Traders who missed earlier AI runs are searching for projects with a believable roadmap and real developer interest. Kite checks both boxes, at least for now. It also benefits from being EVM-compatible, meaning developers don’t need to learn an entirely new language to build on it. That lowers friction and speeds up adoption.
From a personal trading standpoint, I view Kite as a volatility asset in the short term and a narrative asset in the long term. Short-term moves are driven by listings, announcements, and liquidity shifts. Long-term value depends entirely on whether agent-based commerce actually gains traction. If AI agents remain mostly experimental, Kite risks becoming just another quiet chain. But if autonomous services explode, the payment rails behind them suddenly matter a lot.
For investors and builders, Kite isn’t about hype. It’s about watching execution. Mainnet milestones, real usage metrics, and developer retention will tell the real story. Until then, it remains a calculated bet on where AI and blockchain might intersect next.
