
pepper 花椒 解盘㊂ 正EV|Jul 03, 2025 07:44
I personally find it difficult to chat about Kaito in the flywheel group chat
@Punk9277 (you can take a look or we can chat privately)
❇️ What crisis is there?
1. More and more infoFi stations (with low threshold)
2. AI Matrix Pollution Timeline
3. High listing fee+low conversion=low cost-effectiveness
❇️ How to solve or where the problem lies?
1. Kaito solves the problem of awareness (brand mindset building). If his needs are different from those of the project team (the project needs to align with CEX's requirements=quantity), then Yapper naturally cannot fill this gap
Conclusion: The project requires both volume and data coverage, and Kaito can only provide a portion of the volume at most, making it difficult to align the requirements
2. The AI matrix quickly homogenizes the timeline. If I'm not mistaken, Mineshare uses keyword extraction and yap score is the interaction between smart followers' comments. If Kaito were to add an anti AI mechanism, the cost would be too high, so the anti AI mechanism cannot be sustained or implemented
The important thing is to make those who want to follow the timeline not want to, and can easily see the AI tweets. The original top KOLs who wrote with care are defeated by AI and do not want to follow up anymore
Conclusion: AI matrix puts original authors in a dilemma, leading to head loss, agency succession, kaito gathering heads ->failure to generate volume
3. Kaito is essentially a bonus board. He cannot control what CEX will be added after the listing project, but he can filter the desired projects by increasing the listing fee. The problem is that 150000 USDT is a low cost-effective output, which is a cycle. This path is not feasible. Kaito also wants to do asset issuance, perhaps seeing the path of Cloud, but I can say that if this board is not properly split, the collapse of the bonus board is already something that can be seen
Conclusion: Without spending money, the project team cannot go online without data, the demand cannot be aligned, and there are fewer and fewer good projects (they would rather go to designated agencies for advertising). Kaito's involvement in the split disk launcher pad indicates that the dividend disk is almost impossible to play anymore
❇️ What they need to do is very simple
1. Ensure that top KOLs continue to engage in kaito yap (not necessarily on the leaderboard) with sustained discussion heat, and privately build small deals between KOLs and project parties. Flywheel_daO is good
2. Ask the project team to reduce the airdrop ratio and listing fee, and only serve the middle and lower tier yappers
3. Lajnchoad is used to take care of the stakes and cooperate with the mid waist volume to increase purchasing power
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