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Daft Punk马到成功版
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【Alpha Mining】Discovering an invisible giant with an annual income of $80M, $KGEN, whose fundamentals are terrifyingly strong
Recently, the market has returned to rationality, and funds are beginning to look for targets with "Real Yield." I dug up $KGEN, and the data is astonishing.
Fundamental Analysis:
Revenue Scale: $80M+ ARR. What does this concept mean? Most public chains with market values in the tens of billions do not have this level of on-chain revenue. $KGEN relies on solid B-side business (game UA + AI data).
User Moat: 48.9M+ verified users. These are not fake accounts with inflated numbers, but real humans verified through the KGeN protocol. In the AI era, "Verified Human Data" is like oil.
AI Narrative Implementation: Many people only see $KGEN as a gaming guild, which is wrong. It is essentially a supplier of AI training data (KAI Engine). It utilizes a massive user base to conduct RLHF (Reinforcement Learning from Human Feedback) and directly sells services to tech giants.
Investment Logic (The Thesis):
The market may currently only value it as a "gaming infrastructure," overlooking its potential as an AI data provider.
The $KGEN token directly captures protocol revenue. With the explosive demand for high-quality real human data by AI models, the revenue ceiling for $KGEN is extremely high.
Conclusion:
There is revenue, AI business, and tens of millions of users.
After the emotional tide recedes, projects with blood-making capabilities like this will be the most resilient and have the strongest potential for explosion.
Add to favorites and pay close attention.
Recently, the market has returned to rationality, and funds are beginning to look for targets with "Real Yield." I dug up $KGEN, and the data is astonishing.
Fundamental Analysis:
Revenue Scale: $80M+ ARR. What does this concept mean? Most public chains with market values in the tens of billions do not have this level of on-chain revenue. $KGEN relies on solid B-side business (game UA + AI data).
User Moat: 48.9M+ verified users. These are not fake accounts with inflated numbers, but real humans verified through the KGeN protocol. In the AI era, "Verified Human Data" is like oil.
AI Narrative Implementation: Many people only see $KGEN as a gaming guild, which is wrong. It is essentially a supplier of AI training data (KAI Engine). It utilizes a massive user base to conduct RLHF (Reinforcement Learning from Human Feedback) and directly sells services to tech giants.
Investment Logic (The Thesis):
The market may currently only value it as a "gaming infrastructure," overlooking its potential as an AI data provider.
The $KGEN token directly captures protocol revenue. With the explosive demand for high-quality real human data by AI models, the revenue ceiling for $KGEN is extremely high.
Conclusion:
There is revenue, AI business, and tens of millions of users.
After the emotional tide recedes, projects with blood-making capabilities like this will be the most resilient and have the strongest potential for explosion.
Add to favorites and pay close attention.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.