Kaito Ecosystem Project Analysis: Potential and Risks Coexist

With the vigorous development of the Kaito ecosystem, various projects have emerged like mushrooms after rain, leaving people dazzled. This article will outline a clear "gold mining map" for readers, starting from core indicators such as project fundamentals, community incentives, and market prospects, categorizing these projects into three levels: high potential, uncertain prospects, and high risk.

Projects with Huge Potential

INFINIT: This project has a solid fundamental basis and possesses highly practical products, pushing DeFAI to new heights. Currently, 0.5% of the IN token supply has been allocated to users actively participating in the community.

Lombard: As a leader in the BTCfi sector, its core metrics have shown exponential growth. The project has established a reward pool ranging from 1 million to 5 million USD, with plans to distribute it all by the end of the year.

Infinex: This is a leading DeFi super application that focuses on chain abstraction and optimizing user experience. Approximately $6 million in rewards have been allocated to active users.

Caldera: One of the most active actual builders in the Rollup space, with a TVL that has surpassed the 1 billion dollar mark. Relevant reward activities are expected to be launched soon.

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

Projects with Unclear Prospects

Hana: Although the project vision is good, the execution progress is slightly lagging. However, a user allocation ratio of 1.5% is quite considerable, and the current market competition is not very intense.

Mitosis: Focused on the liquidity sector, but this niche market has become saturated. Whether the project can stand out largely depends on its execution capability. It has not yet joined any relevant reward programs.

Mira: Committed to building a trust layer for AI, but the field is highly competitive and the market has become saturated. The project team allocated 0.5% of the token supply to active users.

0G Labs: Currently the largest decentralized AI ecosystem, with strong project fundamentals. However, due to excessive hype, competition is exceptionally fierce, making it difficult for new users to participate. In addition, the project has not yet launched any related incentive activities.

Camp Network: The project vision and product quality are good, but it also faces issues of market saturation and excessive arbitrage by users. A distribution of 0.25% of the CAMP token supply and a monthly reward of $40,000 are being allocated to active users.

High-Risk Projects

MemeX: Holding a pessimistic attitude towards meme coins and their issuance platforms, this narrative may need to exit the market stage.

Puffpaw: Weak fundamentals, limited user value and distribution channels, essentially just an "e-cigarette store".

Lumiterra: The GameFi sector is currently still in a weak state, not fully developed or utilized, with relatively low potential investment returns.

Monad: As one of the most highly anticipated projects at present, the market has very high expectations for it. The future trajectory of this project may be similar to Hyperliquid or ZKSync, but it is more likely to lean towards the latter.