「Has Kaito Been Debunked?」 I was lucky enough to rank around #500 and get into the first round of @stayloudio. I put in 0.2 SOL and walked away with $3,000. Here are my thoughts after a month of engaging with Kaito. 📌What’s Kaito’s moat, really? Is it the thousands of Yappers on the leaderboard? Or the countless pre-TGE projects on the Yapper Leaderboards? Not quite. Kaito’s core strength lies in its ability to quantify attention, and then use that data to spin up a flywheel. The last few months proved this flywheel can gain momentum—but let’s be honest, the foundation isn’t unshakable. Being a “Yapper” is arguably one of the easiest roles to replicate. The project remains the same—anyone can just walk in off the street, plug into AI, and generate high-sounding shills. Almost anyone can produce "mindshare." That’s not a moat; that’s a bubble. Which brings us to why Kaito had to roll out its sub-product: Loudio. In just one week, you probably noticed your timeline flooded with content about Cookie—the shill-to-earn platform—and their first project, Spark. This single campaign accounted for 15–20% of mindshare on Kaito. A lot of KOLs joined Cookie because they felt like no matter how much they posted on Kaito, it didn’t translate into rankings or rewards. But on Cookie, they hit Top 100 instantly. The most obvious example? Certain Twitter circles migrated in groups. Kaito must’ve known from day one how thin the moat is for this whole “infofi” vertical. There’s only one platform. There are only 24 hours in a day. Users can only give their attention to *one* project at a time—which means if one wins, another loses. Cookie’s aggressive entry only reinforced that idea: while mindshare helps with *exposure*, the real question is—**does it bring in real buy-side demand?** Here’s an example: 0xSun is one of the most prominent Chinese KOLs in crypto, but he barely ranked on Kaito. Meanwhile, someone random with minimal influence might show up on top just by spamming content. But if 0xSun ever publicly supported Loudio, I bet his buy-side power would outperform any Top 1 Yapper on the board. See the problem? Right now, Kaito ranks people based on **content density**. This setup ironically *hides* those with true conversion power—the ones who can actually drive capital. That’s where Loudio comes in. Loudio aims to: 1. Quantify how much real buying power the Top 1000 Yappers actually bring. It’s a way to test how much “shill-to-conversion” efficiency can be measured. 2. Turn attention into a launchpad. The Loudio model is about packaging attention—again and again—into something monetizable. Loudio’s first experiment? To test whether **pure attention alone** could successfully launch a meme coin—and complete the full loop of primary sale → secondary market → fees redistributed to Yappers. Let’s look at the numbers from last night’s \$LOUD launch: Phase 1 (Whitelist): Raised 194.8 SOL; each wallet contributed 0.2 SOL for 225,000 tokens Phase 2 (Public Sale, FCFS): Raised 205.2 SOL; each wallet contributed 0.05 SOL for 56,250 tokens At peak: FDV hit \$30M Whitelist buyers could sell for \~\$3,150 (approx. 100x) Public sale buyers could sell for \~\$780 (approx. 90x) Fee Model: 72% of trading fees go to the Top 25 Yappers Most of the leaderboard was dominated by international Yappers. But it’s not quite accurate to say they drove the \$30M market cap, since the Phase 2 inflows came largely from Chinese buyers. The actual buy-side distribution is hard to quantify. Today, the FDV has dropped to \$12M. Buy-side demand is fading, and the trend is weakening. The takeaway? Attention is great for liftoff, but it doesn’t hold the floor. Why? Because attention is fluid—and highly prone to dilution. So what exactly is Loudio testing? At its core, it’s an experiment in “attention-driven token launches.” It’s testing how high a Kaito-ranked shiller can push a coin. If they can shout loud but no one buys, the whole thing is just a vanity metric. But if they can shout *and* convert, then you’ve got a repeatable, scalable, and sellable model. This, in many ways, is Kaito testing itself: **Can attention data become an actual engine?** The challenge? Attention seems priceless—but in reality, it’s fragile and constantly eroding. Which brings us back to Kaito’s existential risk: It must escape the role of a “content mining platform.” Because Yappers and attention are abstract and unstable—they lack vesting, locking mechanisms, and contract-based incentives that tokens naturally have. $LOUD is a critical test —it’s the first time the “Yap Index” KOL distribution model is being used to actually launch a token. How much attention → converts into trading volume → supports the final FDV—that path will determine whether this whole framework is viable. If this works, Kaito’s flywheel kicks back into gear. And more Kaito-powered data products—both internal and third-party—will emerge. That’s when Kaito starts building a real moat. Regardless of where Kaito goes next—one thing is clear: Right now, it’s damn impressive. @0xWenMoon @Punk9277 @cryptex8843 @0xfs7 @sandraaleow @0x_ultra