Kaito Ecosystem Project Analysis: Potential Stocks and Risk Items

With the vigorous development of the Kaito ecosystem, numerous projects have emerged like mushrooms after rain, making it overwhelming to keep up. This article will classify and evaluate these projects based on core indicators such as project fundamentals, community incentives, and market prospects, dividing them into three categories: high potential, unclear prospects, and high risk.

Huge Potential

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

Lombard: As a leader in the BTCfi field, its core metrics are showing exponential growth. The project team has set up a considerable reward pool, planning to complete the distribution by the end of the year.

Infinex: This is a leading DeFi integrated application platform that focuses on chain abstraction and optimizing user experience. It has provided millions of dollars in rewards to active users.

Caldera: Active in the Rollup space, currently managing assets exceeding $1 billion. A new community incentive program is expected to be launched soon.

Openledger: As a leading AI network, it is committed to promoting community co-creation of data and AI models. The project has allocated significant funds for community rewards.

Uncertain Outlook

Hana: Although the project vision is good, the execution progress is somewhat lagging. However, the proportion of tokens allocated to the community is quite substantial, and the current market competition is not very intense.

Mitosis: Focused on the liquidity sector but facing fierce market competition. The project's ability to break through largely depends on its execution capabilities. It has not yet joined mainstream community incentive programs.

Mira: Committed to building a trust layer for AI, but the field is highly competitive and the market is becoming saturated. A certain proportion of the token supply has been allocated to active users.

0G Labs: Currently one of the largest decentralized AI ecosystems, with strong fundamentals. However, due to excessive hype, the participation threshold for new users is relatively high. There have not yet been large-scale reward activities launched on mainstream platforms.

Camp Network: The project's vision and products are good, but it also faces the problem of market saturation. Token distribution and monthly reward programs are currently underway.

High Risk

MemeX: Holds a pessimistic view on meme coins and their issuance platforms; this narrative may already be outdated.

Puffpaw: The project's fundamentals are weak, with limited user value and distribution channels, essentially lacking innovation.

Lumiterra: The GameFi sector is currently still in a sluggish state, with a low potential return on investment.

Monad: As one of the most watched projects currently, the market has high expectations for it. However, high expectations also mean high risks, and its future development path remains uncertain.