Kaito Ecosystem Project Analysis: Potential and Risks Coexist

With the vigorous development of the Kaito ecosystem, numerous projects have emerged like mushrooms after rain, making it difficult to keep up. This article will categorize and evaluate these projects based on core indicators such as project fundamentals, community incentives, and market prospects, in order to provide readers with a clear "gold digging map".

Projects with Huge Potential

INFINIT

INFINIT is elevating DeFAI to new heights with its solid fundamentals and practical products. Currently, the project has allocated 0.5% of the IN token supply to active community members.

Lombard

As a leader in the BTCfi field, Lombard's core metrics are showing exponential growth. The project team has established a reward pool ranging from 1 million to 5 million dollars, with plans to distribute it all by the end of the year.

Infinex

Infinex is committed to building a DeFi super application, focusing on chain abstraction and optimizing user experience. Currently, approximately $6 million in rewards have been allocated to community members.

Caldera

Active in the Rollup sector, the current total locked value (TVL) has surpassed the 1 billion dollar mark. A community reward program is expected to be launched soon.

Openledger

As a pioneer of the AI network, Openledger is committed to promoting community co-creation of data and AI models. The project team has allocated $2 million worth of OPEN tokens for community incentives.

Projects with Uncertain Prospects

Hana

Although the project's vision is commendable, the execution progress still needs improvement. It is worth noting that a 1.5% allocation of tokens to community members is quite considerable, and the current market competition is not intense.

Mitosis

Focusing on the liquidity sector, but facing fierce market competition. Whether the project can stand out largely depends on its execution capability. Currently, it has not yet joined the community incentive program.

Mira

Dedicated to building a trust layer for AI, but the field is highly competitive and the market is becoming saturated. The project team has allocated 0.5% of the token supply to community members.

0G Labs

As the largest decentralized AI ecosystem at present, 0G Labs has a strong fundamental basis. However, due to its high popularity, the participation threshold for new users is quite high. Furthermore, the project has not yet launched any community reward activities.

Camp Network

The project vision and product quality are good, but it also faces challenges of a crowded market and excessive competition. Currently, 0.25% of the CAMP token supply and a monthly reward of $40,000 are being allocated to community members.

High-Risk Projects

MemeX

Having a pessimistic view towards memecoins and their issuance platforms, believing that this narrative is already outdated.

Puffpaw

The fundamentals are weak, user value and distribution channels are limited, essentially just an "electronic cigarette store".

Lumiterra

The GameFi sector is currently still in a sluggish state, not fully developed, with relatively low potential investment returns.

Monad

As one of the most highly anticipated projects currently, Monad carries the market's high expectations. However, its future development path is uncertain and may repeat the mistakes of some predecessor projects.