At the end of this crazy year 2025, if the crypto market is compared to a turbulent sea, then the AI track is the strongest warm current. Last week, my old friend 'Old K', who has been navigating the industry for ten years, made an astonishing decision: he emptied all his blue-chip NFTs and part of his ETH positions, even using the savings he had prepared to buy a house for his child, and bet everything on a project called Kite.
I asked him, there are at least 800 projects in the market under the banner of AI, ranging from decentralized computing power to model training, why do you only have faith in Kite? Old K lit a cigarette and pointed at the code dancing on the screen and said: 'Star, you must understand, if the current AI models are like an old hermit in a deep mountain, possessing great skills but unable to come down the mountain, then Kite is the hub that builds the road down the mountain for the hermit and issues them ID cards.'
From Old K's perspective, Kite is definitely not just a simple AI network. If the current mainstream AI infrastructure is compared to a 'digital mine,' then Kite is more like the 'court and bank of digital civilization.'
From a technical architecture perspective, Kite fills the most critical gap in the current Web3+AI field: the trusted collaboration of agents and economic sovereignty. In 2025, we no longer lack computing power or large models; what we lack is an 'intelligent agent' that can represent users in making autonomous decisions, making payments, and signing contracts on-chain. Kite adopts an underlying logic called 'intention routing protocol,' which ensures that every AI agent is no longer an island. Through its innovative verification node cluster, Kite can ensure that the results generated by AI are traceable and immutable on-chain. It's like putting a tight ring on AI while also giving it the key to unlock the vault.
From a market positioning perspective, Kite cleverly avoids direct confrontation with traditional computing power giants like NVIDIA or decentralized computing power protocols. It chooses to be the 'middle layer,' that is, the coordinating layer of the AI Agent Economy. In the current competitive landscape, most projects are still struggling with how to reduce inference costs, while Kite is already planning how to distribute the value created by AI. According to on-chain data from Q3 2025, developer activity within the Kite ecosystem has increased by 400% over the past three months, with over 60% of new projects concentrated in the two explosive subfields of 'autonomous trading agents' and 'on-chain social assistants.'
Regarding the economic model, Kite's token KITE is designed very cleverly. It is not just a simple gas fee, but a form of 'credit collateral.' In Kite's network, if an AI agent wants to call for high-level cross-chain liquidity, it must stake a sufficient proportion of KITE. This design directly ties the demand for the token to the business scale of AI agents. As AI automated trading accounts for over 40% of the total trading volume on DEX by the end of 2025, a rigid demand for KITE is forming a huge black hole.
However, Old K's 'family bucket' investment is not without risks. I reminded him that the biggest challenge facing Kite currently lies in the regulatory definition of the legal status of 'autonomous agents,' as well as the potential algorithmic crashes that may be triggered by AI agents collectively reducing positions in extreme market conditions. This is a common Sword of Damocles hanging over all AI track projects today.
For ordinary investors, I recommend paying attention to two core indicators in the Kite ecosystem: first, the decentralization score of its verification nodes, and second, the monthly call frequency of its supporting SDK. These two indicators reflect the project's true quality better than the coin price.
Old K told me that he is optimistic about Kite because he sees that human society is at a turning point from 'collaboration between people' to 'collaboration between people and agents, and between agents.' At this turning point, whoever can set the rules for collaboration will be the future king.
The footsteps of 2026 are approaching, and the integration of AI and Web3 has transformed from science fiction into reality. Whether Kite can soar high and stabilize its footing in the winds of AI as its name suggests, we need to observe its real pressure resistance performance after the mainnet launch in the first quarter ahead.
This article is a personal independent analysis and does not constitute investment advice.
