Notes
回归第一性：流动性才是话语权的来源
从上次 @AIWayfinder 的空投开始，我提出了针对 @KaitoAI 目前的经济模型和商业模式的一大问题，那就是核心资产未被赋能的重点
这次创始人 @Punk9277 也专门写了一篇文章来对 Kaito Connect 发射台进行了一次重要迭代，那就是让 yaps 和 NFT 被赋能，加入类似 Launchpad 的功能
版本更新重点如下：
「Yaps 和 $sKAITO 可以被投给最喜欢的项目」
- 分配的 yaps 奖励您根据特定项目的 Yapper 排行榜提升 mindshare 积累速度
- 分配 sKAITO，奖励您与我们即将推出的资本启动平台中的特定项目相关的代币奖励分享，以及其他用例（更多详细信息即将发布）
- Kaito Genesis NFT 将为这两种提升增加乘数效应
另外，文中提到的 @noise_xyz 是一个在 @megaeth_labs 上交易声量的项目，我其实会倾向于认为 kaito 应该自己做这件事，因为交易量和流动性才是话语权的来源，徒有声量，InfoFi 则无法对市场产生实际影响
作为 yap 的大量持有者，因为 yap 也是一种 kaito 的未来期权，很高兴能看见 kaito 继续迭代，也算是某种程度上利益相关。只有 kaito 能对这些 pre-tge 项目的声量产生统治性影响，kaito 的天花板才能提高，而统治性影响是必须要与核心资产与流动性绑定的
[Kaito 近期更新总结]
1. $KAITO 在TGE后表现了强劲的市场表现，在过去的24小时里上涨 50% 最高3美金今天回调，目前价格 $2,Genesis NFT价格最高上涨至10 $ETH。
$KAITO 的看涨前景与 Kaito 作为Mindshare配发中心打造的注意力流量经济正向飞轮，以及近日发布的权益质押、投票系统和平台采用等强劲基本面有关。
Kaito 生态价值：
Kaito → 注意力经济分发调度中心（链）
KOL→ 支撑这一系统运转的矿工（验证节点)
$KAITO → 对矿工持久的商业分红（代币经济）
Mindshare → Kaito 网络生意模式（区块容量租用）
项目方 → 关键客户（Gas消耗方）
持续看好 KAITO 强劲的商业价值支撑 以及 $KAITO 作为金铲子的价格上涨。
2.Kaito Connect 第二期投票昨晚已经开始，这次入选的几个项目在上一篇里面有介绍，大家可以选择自己喜欢的项目投票，注意有些项目如果选上后期在TGE时可能会奖励代币当初投票给他们的朋友。
例如 @AlloraNetwork 有说明前 500 名投票者将有资格分享积分池：
https://t.co/gxIDf8erST…
3. KAITO 更新了投票系统，增加了质押后 $SKAITO 的投票权，记得绑定一下质押钱包后才能使用质押的KAITO 投票 。
步骤：点击右上角 KAITO Connect - 点击My Votes - 链接钱包
4.@MitosisOrg 是从 #Kaito Yapper Launchpad 中选出的下一个 Pre-TGE 的项目，并将在7天内公布排行榜，大家可以关注起来，到时一起Yap起来。
@0g_CN @0G_labs今天会公布榜单，祝大家拿到og,需要注意的是节点用户记得填表，抽奖派发og白单！预计4到8以太！
5.巨鲸也看好$KAITO 了： 今天下午，一个新钱包从币安提取了一百万 枚KAITO用于质押，价值250万美元。
1.$KAITO has had a strong market performance after tge, rising 50% in the past 24 hours, with the Genesis NFT price rising to 3.5 $ETH.
The bullish outlook for $KAITO is related to the attention Kaito has been building as a Mindshare distribution center, as well as strong fundamentals such as staking, voting systems, and platform adoption in recent releases.
Kaito Ecological Value:
Kaito → Attention Economy Distribution Dispatch Center (Chain)
KOL→ Miners that support the operation of this system (Verification Nodes)
$KAITO → Lasting business dividends for miners (Tokenomics)
Mindshare → Kaito Business Model (block capacity rental)
Project Party → Key Customer (Gas Consumer)
Continue to be optimistic about KAITO's strong business value support and the price increase of $KAITO as a golden shovel.
2. The second phase of voting for Kaito Connect started last night. Some projects were introduced in the previous article. You can choose your favorite projects to vote. Note that if some projects are selected later in TGE, they may reward their friends who voted for them with tokens.
3. KAITO has updated the voting system and added the voting rights of $SKAITO after staking. Remember to bind the pledge wallet before you can use the pledged KAITO to vote.
Steps: Click KAITO Connect in the upper right corner - click My Votes - link wallet
4.@MitosisOrg is the next Pre-TGE project selected from the #Kaito Yapper Launchpad, and the ranking will be announced within 7 days. Everyone can pay attention and join the Yap together.
5. The whale is also optimistic about $KAITO: This afternoon, a new wallet withdrew one million KAITO from Binance for pledge, worth $2.5 million.
#Kaito #Yaps @aixbt_agent @KaitoAI @Punk9277
大清早的又开始了，这次居然看到7字头的大饼了？目前的行情只能 做空 + 撸毛 + Yap了。瀑布洗脸，还好有 @KaitoAI 给我们慰藉，真的越来越喜欢 #yaps 了。
川普上台后政策大变脸，关税大战+失业数据，无论对股市还是币市，都是双重打击。美国股市全线下跌。在遭遇大规模ETF资金流出后，大饼一早最低跌到8万以下，已经到了之前川普大选带来主升浪效应的价格区间了。就看本周五将要公布的核心PCE数据能不能有所回落让大家缓口气了。
目前的行情还好有 @KaitoAI 给我们慰藉。TGE后虽然 yaps分数涨的很慢，但好在每天都有涨分，稳稳的幸福。
Kaito 跌了我会继续屯一点 $Kaito 。今天 @KaitoAI 公布了他们将为 Yapper Launchpad 列表实施基于市场的机制：Pre-TGE 项目可以通过质押和/或向网络支付$KAITO来表明意图和一致性。更多细节等待官方公布。
https://t.co/gMzq7SmZAH
这将增强 $KAITO 的经济效用和生态系统价值，有利于激励更多早期项目方回购市场的 $KAITO 并质押来展示他们的项目，从而高 $KAITO 预期。
Kaito Connect 第二期投票已经开始，目前票数最高的是 @MaplestoryU 项目，属于Gamefi赛道，“冒险岛”Ip已经深耕了20年，有着庞大的web2用户基础。我也投了一部分票数给冒险岛游戏。
另外我还投了部分票给 @SuccinctLabs， 通过 @KaitoAI 为 @SuccinctLabs 进行投票后可以推特私 @0xCRASHOUT，从而获得激活码。
投票链接：https://t.co/XKPU7pSYal
获得激活码后记得在网站进行激活：https://t.co/tyMp18an3W ，然后存10usdc后，主网存款后就可以获得星星。
@0G_labs 前100名Yappers 今天就要快照了，终于进榜了，暂时 0G 的kaito yaps 榜单 53名，不枉前段时间的努力输出文章，感恩 @0g_CN @0G_Foundation @mheinrich ！
It started again early in the morning, and we saw $BTC have reached "7" ? The things we can do in current market situation are only be “Short + Airdrop + Yap”. Luckily we have @KaitoAI to give us comfort, I like #yaps more and more.
After Trump becamed president, his policy changed dramatically. The tariff war + unemployment data were a double blow to both the stock market and the currency market. U.S. stocks fell across the board.
After encountering large-scale ETF fund outflows, $BTC fell to a low of less than 80,000 early in the morning, which has reached the price range where Trump brought about the main wave effect. It depends on whether the core PCE data to be released this Friday can fall back and let everyone breathe a sigh of relief.
Fortunately, the current market situation we has Projects like @KaitoAI which is giving us comfort. Although my Yaps score increased very slowly after TGE.But fortunately, my score is increasing every day, which makes me feel stable and happy.
If Kaito falls, I will continue to buy some $Kaito. Today @KaitoAI announced that they will be implementing a market-based mechanism for the Yapper Launchpad list: Pre-TGE projects can signal intention and alignment by staking and/or paying the network with $KAITO.
This will enhance the economic utility and ecosystem value of $KAITO, and will help encourage more early project parties to repurchase $KAITO in the market and stake it to showcase their projects, thereby increasing expectations of
$KAITO price.
The second phase of voting for Kaito Connect has begun. Currently, the project with the highest number of votes is the @MaplestoryU project, a Gamefi project. The "Maplestory" IP has been deeply cultivated for 20 years and has a huge web2 user base. I also gave part of my vote to the MapleStory .
In addition, I also partially voted for @SuccinctLabs. After voting for @SuccinctLabs through @KaitoAI, you can tweet @0xCRASHOUT privately to get the activation code.
Voting link: https://t.co/XKPU7pSYal
After obtaining the activation code, remember to activate it on the website: https://t.co/tyMp18an3W, then deposit 10usdc, and you can get stars after depositing on the mainnet.
The top 100 Yappers @0G_labs are about to take a snapshot today, and I have finally entered the list. Currently, I rank 53rd on the kaito yaps list. The efforts I have made in the past period of time are not in vain. Thank you @0g_CN @0G_Foundation @mheinrich!
#Kaito #Yaps @aixbt_agent @KaitoAI @Punk9277
[Kaito 近期更新总结]
1. $KAITO 在TGE后表现了强劲的市场表现，在过去的24小时里上涨 50%，目前价格 $2.8 ,Genesis NFT价格上涨至 3.5 $ETH。
$KAITO 的看涨前景与 Kaito 作为Mindshare配发中心打造的注意力流量经济正向飞轮，以及近日发布的权益质押、投票系统和平台采用等强劲基本面有关。
Kaito 生态价值：
Kaito → 注意力经济分发调度中心（链）
KOL→ 支撑这一系统运转的矿工（验证节点)
$KAITO → 对矿工持久的商业分红（代币经济）
Mindshare → Kaito 网络生意模式（区块容量租用）
项目方 → 关键客户（Gas消耗方）
持续看好 KAITO 强劲的商业价值支撑 以及 $KAITO 作为金铲子的价格上涨。
2.Kaito Connect 第二期投票昨晚已经开始，这次入选的几个项目在上一篇里面有介绍，大家可以选择自己喜欢的项目投票，注意有些项目如果选上后期在TGE时可能会奖励代币当初投票给他们的朋友。
例如 @AlloraNetwork 有说明前 500 名投票者将有资格分享积分池：
https://t.co/DnCym7bzG4
3. KAITO 更新了投票系统，增加了质押后 $SKAITO 的投票权，记得绑定一下质押钱包后才能使用质押的KAITO 投票 。
步骤：点击右上角 KAITO Connect - 点击My Votes - 链接钱包
4.@MitosisOrg 是从 #Kaito Yapper Launchpad 中选出的下一个 Pre-TGE 的项目，并将在7天内公布排行榜，大家可以关注起来，到时一起Yap起来。
5.巨鲸也看好$KAITO 了： 今天下午，一个新钱包从币安提取了一百万 枚KAITO用于质押，价值250万美元。
1.$KAITO has had a strong market performance after tge, rising 50% in the past 24 hours, with the Genesis NFT price rising to 3.5 $ETH.
The bullish outlook for $KAITO is related to the attention Kaito has been building as a Mindshare distribution center, as well as strong fundamentals such as staking, voting systems, and platform adoption in recent releases.
Kaito Ecological Value:
Kaito → Attention Economy Distribution Dispatch Center (Chain)
KOL→ Miners that support the operation of this system (Verification Nodes)
$KAITO → Lasting business dividends for miners (Tokenomics)
Mindshare → Kaito Business Model (block capacity rental)
Project Party → Key Customer (Gas Consumer)
Continue to be optimistic about KAITO's strong business value support and the price increase of $KAITO as a golden shovel.
2. The second phase of voting for Kaito Connect started last night. Some projects were introduced in the previous article. You can choose your favorite projects to vote. Note that if some projects are selected later in TGE, they may reward their friends who voted for them with tokens.
3. KAITO has updated the voting system and added the voting rights of $SKAITO after staking. Remember to bind the pledge wallet before you can use the pledged KAITO to vote.
Steps: Click KAITO Connect in the upper right corner - click My Votes - link wallet
4.@MitosisOrg is the next Pre-TGE project selected from the #Kaito Yapper Launchpad, and the ranking will be announced within 7 days. Everyone can pay attention and join the Yap together.
5. The whale is also optimistic about $KAITO: This afternoon, a new wallet withdrew one million KAITO from Binance for pledge, worth $2.5 million.
#Kaito #Yaps @aixbt_agent @KaitoAI @Punk9277
从明天开始的 Kaito 投票开始，除了使用Yap、NFT Genesis 和Smart Follower外，您将能够使用您质押的 $sKAITO 参与投票。
sKAITO 将与 Genesis NFT 一起成为持有者投票的一部分—共同占总投票数的 50%，另外 50% 为 yapper 投票。
@KaitoAI 在持有者（Genesis Nfts 和 $KAITO 持有者）和 Yappers 之间取得了良好的平衡。我认为这是明智的决定，并且 $KAITO 的持续坚挺价格也反映了这一点。
明天又有9 个新的独特项目投票活动即将登陆 @KaitoAI Yapper Launchpad！ 以下是这几个项目的简单介绍：
🔹Allora @AlloraNetwork : 自进化的去中心化AI网络
🔹Common @commondotxyz : 去中心化社区治理工具
🔹Fableborne @fableborne : 快节奏ARPG游戏
🔹Fogo @FogoChain : 低延迟大带宽 SVM L1
🔹Morph estory @MaplestoryU : 《冒险岛》元宇宙
🔹Morph @MorphLayer : 专注消费场景的 EVM L2
🔹Somnia @Somnia_Network : L1 + 元宇宙的全链协议
🔹Sophon @sophon : 专注娱乐的模块化网络
🔹Succint @SuccinctLabs : 基于ZK的验证器网络
您的 sKAITO 的投票权取决于 4 个要素。
1）持有量
2）Hodler 评分
3）时间加权得分
4）汇率
因此，您质押的时间越长$KAITO ，您的投票权就越大！
Kaito 每天都有新项目增加。一起质押 $kaito 以获得下一季的空投。
详情请看：https://t.co/GQW4vPKzRw
From Kaito voting starting tomorrow, you will be able to participate in voting using $sKAITO your staked in addition to using Yap, NFT Genesis, and Smart Followers.
sKAITO will be part of the holder votes with Genesis NFTs - together representing 50% of the total votes, with the other 50% as yapper votes.
@KaitoAI has a good balance between holders (Genesis Nfts and $KAITO holders) and Yappers. I think this was a wise decision, and $KAITO’s continued strong price reflects this.
9 new unique project voting events coming to the @KaitoAI Yapper Launchpad tomorrow! The following is a brief introduction to these projects:
🔹Allora @AlloraNetwork: Self-evolving decentralized AI network
🔹Common @commondotxyz : Decentralized community governance tool
🔹Fableborne @fableborne : Fast-paced ARPG game
🔹Fogo @FogoChain: Low latency and large bandwidth SVM L1
🔹Morph estory @MaplestoryU : "Maplestory" Metaverse
🔹Morph @MorphLayer: EVM L2 focusing on consumption scenarios
🔹Somnia @Somnia_Network: L1 + the full chain protocol of the Metaverse
🔹Sophon @sophon : Modular network focused on entertainment
🔹Succint @SuccinctLabs : ZK-based validator network
The voting power of your sKAITO will be dependant on 4 elements.
1) Amount held
2) Hodler Score
3) Time-Weighted Score
4) Exchange Rate
So, the longer you stake $KAITO, the more voting power you have!New excellent projects are added to Kaito every day. Stake $kaito together to receive next season’s airdrop.
#Kaito #Yaps @aixbt_agent @KaitoAI @Punk9277
