Title: Tracking the treasury wallet of the Kite Foundation to see what projects they are investing in.
In the vast starry sky of Web3, there are entities like interstellar navigators, whose routes often foreshadow future wealth coordinates. Today, I—Stellar—will take you through the fog with a digital telescope to track a highly regarded name: the Kite Foundation (specifically referring to Kite Company and its strategic investment landscape), to see where they are sowing seeds of hope in the corners of Web3. Rather than tracking a cold, hard on-chain address, we are interpreting a digital investment philosophy aimed at the future.
Kite, an entity emerging in 2025, is not a 'foundation' in the traditional sense, but an ambitious company whose core mission is to build underlying infrastructure for **Agentic Payments**. Imagine a future economy driven by autonomous AI agents that need to conduct verifiable, programmable, and secure transactions just like humans. Kite is paving the way for this vision, providing a blockchain-native network for AI agents that achieves secure digital identity, programmable spending limits, and instant, low-cost stablecoin settlements. They have secured $33 million in Series A funding from top-tier investors including Coinbase Ventures, PayPal Ventures, and General Catalyst, which undoubtedly is a strong recognition of the market for its vision.
So, when we 'track' Kite's 'vault wallet', what are we really looking at? What we are observing is the strategic layout reflected by its capital flow and what they believe will lead the Web3 wave in 2025 and beyond. Although we cannot directly peek into every investment decision they make internally, through their public statements, partnerships, and current market trends, we can sketch a clear investment map.
The future investment compass of the Kite Foundation: Deep integration of AI and Web3.
The cornerstone of the AI agent economy: Blockchain-native identity and payment layer.
Kite's core business itself is the biggest bet on the fusion of 'AI + Web3'. What they are building is a blockchain that enables AI agents to have verifiable identities and programmable governance. This is like building highways and gas stations in advance for the upcoming surge of AI agents. By 2025, the fusion of AI and Web3 is an inevitable trend, and the market value of AI crypto projects reached $29.5 billion in August 2025, a significant increase from $3.2 billion a year ago. AI is seen as a key force driving the development of Web3 projects, assisting in smart contract design, data analysis, system testing, etc., significantly reducing development costs and time. Kite has recognized this huge market gap and is committed to solving key bottlenecks in the AI revolution: allowing AI agents to break free from reliance on human operational cycles and achieve truly autonomous transactions. Its deep integration with Coinbase's x402 agent payment standard further indicates its desire to become the main execution and settlement layer in the AI-to-AI commerce space.
Modular blockchains: Providing resilience and efficiency for AI agents.
As an L1 blockchain, Kite's architectural choices are crucial. By 2025, modular blockchains have become a disruptive trend, separating blockchain functions to allow execution, consensus, and data availability layers to optimize independently, thus achieving higher scalability, cost efficiency, and flexibility. Kite's choice to be the first L1 fully implementing x402 compatible payment primitives suggests its embrace of modular design concepts. This 'Lego block' architecture ensures that its network can handle massive AI agent transactions efficiently while maintaining decentralization and security. It is expected that by the end of 2025, the blockchain industry will reach a valuation of $57.72 billion, with modular blockchains being one of the main driving forces.
Zero-knowledge proofs (ZKPs): Ensuring the privacy and scalability of AI agents.
In the AI agent economy, privacy protection and scalability are core challenges. Zero-knowledge proof (ZKP) technology provides an elegant solution. It allows one party to prove the truth of a statement to another without revealing any underlying information. For AI agents that need to conduct confidential transactions, verify identities, yet cannot expose sensitive data, ZKPs are undoubtedly an ideal choice. By 2025, ZKPs have moved from theory to practice, with applications in blockchain scalability (such as zk-Rollups) and privacy protection becoming increasingly mature. The global zero-knowledge proof market is expected to reach $7.59 billion by 2033, with a compound annual growth rate (CAGR) of 22.1%. Kite's 'Agent Passport' concept provides each agent with a unique cryptographic identity and programmable governance control, likely supported by ZKP technology to ensure no unnecessary information is leaked during verification.
Decentralized Physical Infrastructure Networks (DePIN): Building the physical skeleton of the Web3 world.
Although Kite directly focuses on AI agent payments, as a Web3 company deeply engaged in infrastructure, it will undoubtedly pay attention to broader decentralized infrastructure trends. DePINs utilize blockchain technology to decentralize the management of physical infrastructure, such as storage, computing, wireless networks, etc. By 2024, the DePIN market has reached $25 billion, and it is expected to exceed $3.5 trillion by 2028. These decentralized physical resource networks can provide AI agents with more resilient and cost-effective computing and storage services, thus supporting the operation of the AI agent economy. Kite may encourage DePIN projects to build services on its platform through strategic partnerships or ecological incentives, forming a complementary and win-win ecosystem.
Tokenization of real assets (RWA): Link between traditional and digital wealth.
By 2025, tokenization of real assets (RWA) has become an important avenue for institutional investors to enter the crypto space. From U.S. Treasury bonds to real estate, traditional assets worth trillions of dollars are being tokenized, with the RWA market expected to reach $50 billion by 2025. The acceptance of RWA by institutions, such as BlackRock and Franklin Templeton launching tokenized products, signifies the deep integration of traditional finance and Web3. Although Kite does not directly invest in RWA projects, its constructed AI agent payment network is very likely to empower AI agents in the future, enabling them to participate more efficiently and automatically in RWA transactions, management, and distribution, thus indirectly capturing the immense value of the RWA market.
Restaking: Enhancing capital efficiency and network security.
Restaking, as an emerging Web3 mechanism, allows staked ETH (or its derivatives) to provide security for multiple networks simultaneously, thus enhancing capital efficiency and earning additional returns. By 2025, the total locked value (TVL) of restaking protocols has reached billions of dollars, becoming an important component of the DeFi space. For new L1 blockchains like Kite, restaking offers a potential 'shared security layer' option, leveraging Ethereum's robust economic security foundation to lower the costs of launching and maintaining security while providing stronger trust for the AI agent economy.
How to think like Kite: Your action guide.
Kite's strategic layout reveals several key directions for the future of Web3: **AI-driven automated economy, high-performance infrastructure, privacy and security first, and deep connection with the real world.**
For ordinary investors and Web3 builders, this means:
Focus on the intersection of AI and Web3: Seeking out Web3 projects that truly solve the pain points of AI agents and empower the landing of AI applications. They may concentrate on decentralized AI computation, data markets, or payment and coordination between AI agents, like Kite.
Deepening infrastructure: * Focus on the development of underlying technologies such as modular blockchains, ZK technology, and DePIN. These are the cornerstones supporting the large-scale application of Web3 and the operation of the AI agent economy in the future.
Embracing the institutional narrative of RWA and restaking: * Understanding how these fields attract traditional capital, improve capital efficiency, and finding projects with innovative solutions within them.
Utilizing on-chain tools for analysis: * Although we cannot see Kite's private wallet, professional on-chain analysis tools (such as Nansen, Dune Analytics, CryptoQuant) can help us track the movements of 'smart money', observe the preferences and capital flows of large institutional investors, thereby gaining insights into market trends.
In 2025, the world of Web3 is accelerating its evolution, and the integration of AI has brought unprecedented imaginative space. What the Kite Foundation is drawing is not just an investment map, but a blueprint for the future digital economy. By closely following these key trends and builders of infrastructure, you may also find your own 'stars and sea' in the next wave of Web3.
In your opinion, where will the next hot spot be that is targeted by Web3 giants?
This article is an independent analysis and does not constitute investment advice.
