【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.
Recently, I saw that some people have been saying something unpleasant on the Internet. May I ask you, what do you think you will become if Binance is gone? $BNB {spot}(BNBUSDT)
🚨 Gold Shock in 3 Days: From Shortage to Plunge, What Did People in the Crypto World Understand?
Just 3 days after the gold counters were emptied, there was a plunge of 5.22%. This plot is even more thrilling than crypto contracts!
While the grandmas are still frustrated about not being able to buy gold jewelry, spot gold has already fallen below $5,100. This wave of operations tells us:
• There are no forever safe-haven assets; chasing highs is a death sentence
• The truths that people in the crypto world have understood long ago are also being replayed in traditional markets
Total circulation at opening: 75 million HD Total destroyed in the community: 21.7 million HD Today's buyback and destruction: 400,000 HD Daily destruction, automatic destruction, passive destruction, all are real money being destroyed constantly, the currency is getting less and less, it's hard not to rise! #HD #25666 #哈希娱乐
Welfare🧧🧧🧧 On the occasion of the upcoming second anniversary of #Hawk , replacing the bald eagle will grant you a limited-time benefit of 🧧8000 pieces of #Hawk ! Huge future value! Open the image below👇🏻👇🏻👇🏻 to see the collection method! $BTC $BNB $SHIB {spot}(SHIBUSDT)
Hello everyone! I sent a small red envelope 🎁 at Binance Square, Follow me for a chance to grab it! Let's discuss hot topics in the crypto world, airdrops, and mining experiences. Welcome to chat! Follow▶️+Grab the red envelope, first come first served!#BTC
🤣Whenever the Federal Reserve makes a move, a bunch of 'macro analysts' immediately pop up in the circle of friends. 🤭🤭Actually, everyone is quite honest in their hearts: 'Just tell me, will I become poorer?'🥺 🧧Code: 996 $BTC bring it home directly
Encrypted chat room benefits raid! 🧧🧧🧧🧧 1. Click the avatar → Enter directly 2. Scan the QR code → Instant entry 3. Chat room, big red envelopes are waiting for you! Don't be slow, hurry up!