If early blockchain was a 'hardcore accountant' that only recognized ledgers and did not question logic, then Kite at the end of 2025 is installing a precise 'digital nervous system' onto this cold skeleton.
Standing at the time node of December 2025, the paradigm of the cryptocurrency market has undergone a dramatic change. We no longer discuss simple liquidity mining, but have entered the deep waters of the 'agent economy.' The reason Kite has stood out in this cycle is that it is not just a protocol, but more like a laboratory for digital alchemists, reassembling scattered computing power and chaotic data into AI assets with sovereign awareness.
For geeks, Kite is the final utopia. While many so-called AI+Web3 projects are still using centralized APIs to sell dog meat under the guise of sheep's head, Kite has truly realized on-chain proof and execution of intelligent logic. Its proposed 'smart proof' mechanism is like issuing a decentralized identity card to each AI agent. Geeks here are obsessed with how to build self-evolving agents with financial autonomy on the ETH layer through minimal code. There are no cumbersome manual reviews, only a game between code and code. If you can write a highly efficient collaboration protocol, Kite's underlying ecosystem will automatically match you with the computing resources you need. This absolute respect for technology makes it a 'knowledgeable' haven in the eyes of developers.
But for capital, Kite is another face: a top hunting ground filled with blood and profit.
The reason capital is flocking in is that they have caught the scent of 'infrastructure monopoly'. In the narrative of 2025, the daily active number of AI agents has already surpassed one million, and Kite occupies a pivotal position in these agents' interactions. Every cross-chain transaction initiated by intelligent agents and every on-chain call of the model contributes real cash flow to KITE token holders. Current on-chain data shows that the treasury income of the Kite ecosystem has maintained a quarter-on-quarter growth of over 40% for the past three quarters. This hardcore data support is far more lethal than those ethereal roadmaps.
Capital plays a game of 'dimensionality reduction' here. Through early node layouts and ecological incubators, they have locked in a large number of high-quality original assets of intelligent agents. It’s like seizing all the steam engine factories at the beginning of the industrial revolution. They don’t care whether a specific AI agent will fail; what they care about is that as long as everyone is building AI on Kite, they are the 'digital lords' who are always collecting taxes.
However, the halo is not without shadows. Although Kite's technical architecture is elegant, it also faces the risk of 'computing power exclusion'. When a large amount of capital flows in, leading to extreme fluctuations in computing power prices, will the small geek teams that rely purely on technology be squeezed out of the market? This is the game balance point that Kite must face in 2026. In addition, a regulatory storm regarding the assetization rights of AI agents is brewing globally. Whether Kite can maintain its decentralized essence will determine whether it becomes a great protocol of an era or just another ephemeral capital toy.
For ordinary investors, the so-called 'blind box period' has passed for participating in Kite. The current advice is:
First, focus on the activity of 'agent minting' within the ecosystem, rather than just looking at token prices. Only when new, profit-capable AI Agents are continuously born on Kite can the value capture of **KITE** have underlying support.
Second, be wary of traditional plates disguised as AI. In Kite's hunting ground, many projects that claim to be intelligent are actually just a few lines of simple automation scripts. We need to learn to identify the hardcore projects that truly utilize Kite's core cryptographic primitives.
The year 2026 will be the year when AI agents truly take over Web3 trading decisions. Kite has already set the stage, geeks are sweating here, capital is harvesting dividends here, and what we need to do is to see clearly for whom this complex digital machine is actually working.
This article is a personal independent analysis and does not constitute investment advice.
