温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.bee.com/ja/64681.html
点击访问原文链接

Tiger Research: If I Were the Founder of Kaito, How Would I Make Decisions in the Face of InfoFi’s Upheaval? | Bee Network

进入原网站 导航首页
Tiger Research: If I Were the Founder of Kaito, How Would I Make Decisions in the Face of InfoFi’s Upheaval? | Bee Network Login トレンドニュース ミーム・ローンチパッド AIエージェント デサイ トップチェーンエクスプローラー 初心者向け 100x コイン ビーゲーム 重要なウェブサイト 必須のアプリ クリプトセレブリティ デピン ルーキーズ・エッセンシャル トラップディテクタ 基本的なツール 高度な Web サイト 交換 NFTツール こんにちは、 サインアウト Web3 ユニバース ゲーム ダップ ミツバチの巣 成長するプラットフォーム 広告 検索 英語 コインをリチャージする ログイン ダウンロード Web3 ユニ ゲーム ダップ ミツバチの巣 広告 ホーム-分析-Tiger Research: If I Were the Founder of Kaito, How Would I Make Decisions in the Face of InfoFi’s Upheaval? Tiger Research: If I Were the Founder of Kaito, How Would I Make Decisions in the Face of InfoFi’s Upheaval?分析1ヶ月前更新ワイアット 9,195 28 Core Insights Ecosystem Collapse in Three Days: X platform’s policy adjustments destroyed the InfoFi ecosystem within just three days, fully exposing the structural fragility of Web3 projects’ over-reliance on centralized platforms. Five Survival Paths: InfoFi projects currently face five choices: complete shutdown, transformation into a bounty funding platform, adoption of a Korean-style sponsorship model, multi-platform expansion, or evolution into an MCN-style KOL management model. Evolution of InfoFi 2.0: The future model will be more refined and controllable, shifting from “permissionless scaling” to “curated, high-quality collaboration.” Fundamental Challenges: Establishing a fair incentive compensation system and re-proving the intrinsic value of tokens remain chasms the industry must cross. 1. The “Collapse” of InfoFi in Three Days

Source: X(@nikitabier)

On January 15th, X platform’s Product Lead, Nikita Bier, issued a brief announcement explicitly stating that applications incentivizing users to post via rewards would no longer be permitted to operate on the platform. For the InfoFi sector, this was tantamount to a “death sentence.”

According to the timeline disclosed by Kaito founder Yu Hu, the events unfolded as follows:

January 13th: Kaito received an email from X platform hinting at a possible review and requesting clarification. January 14th: X platform sent a formal legal notice, to which Kaito submitted a legal response the same day. January 15th: The official statement was publicly released, and Kaito, along with the entire industry, learned of the final decision simultaneously. The market reaction was extremely severe, with the price of $KAITO plummeting. The community criticized the team for failing to provide advance warning despite claiming to have contingency plans. Kaito subsequently issued an emergency statement, explaining that they had previously resolved similar disputes through legal channels multiple times, leading them to misjudge the room for negotiation in this incident.

Lesson: A single decision by a centralized company ended an emerging Web3 category within three days. This reality, where the “power of life and death” lies in the hands of others, is suffocating the entire ecosystem.

2. If I Were an InfoFi Founder Now Does this mean InfoFi has reached a dead end? Projects like Kaito are already preparing their next development plans. However, what is needed now is not a continuation of the old path but a distinctly different version of “InfoFi 2.0.”

If I were the founder of an InfoFi project like Kaito, what practical choices are actually available now? By examining these potential forward paths, we can begin to outline the contours of InfoFi’s next phase.

2.1 Complete Shutdown This is the simplest and most direct option: cease operations before funds are completely exhausted. In reality, many small and medium-sized projects may enter a “zombie phase”—largely inactive, occasionally posting on social media, and gradually fading from public view.

Since the “product-market fit” (PMF) previously established around the X platform has now vanished, choosing to shut down may be more realistic than continuing to burn cash in search of an elusive new direction. If a project still holds usable data assets, these can be sold to other companies to recover some residual value. Therefore, most smaller-scale InfoFi projects will likely choose this path.

2.2 Bounty-Based Funding Platform If access to X’s API is no longer possible, another option is to revert to an earlier business model: KOLs directly apply for relevant campaigns, submit content for manual review, and receive rewards upon approval.

Source: Scribble

The model represented by Scribble is a typical example. Projects post funding tasks in the form of bounties, KOLs create and submit content for platform review, and receive payment upon approval. This is a “submit first, review later” model, not reliant on real-time API tracking.

This structure can be scaled as an open platform: the platform only provides matching intermediation and infrastructure, while individual project teams manage their own campaigns. As more projects participate, the KOL pool expands; the growth of the KOL base, in turn, provides more choices for projects. Its drawback is the high uncertainty for KOLs—if submitted content is rejected, the invested time and effort are wasted. After multiple failures, high-quality KOLs are likely to leave the platform.

2.3 Korean-Style Sponsored Blog Model

The Korean sponsored blog model follows a “select first, manage later” approach, not post-hoc review. Agencies like Revu have been using this model for over a decade.

The process is very clear: the project sets a target number of participants and launches a campaign; applicants submit applications, and the project selects suitable KOLs based on data like follower count and past performance. Selected KOLs receive clear creation ガイドlines; after content is published, operations staff review it. If it doesn’t meet standards, revisions are requested; if deadlines are missed, corresponding penalties apply.

In this model, KOLs can effectively avoid wasted effort. Once selected, payment is largely guaranteed as long as guidelines are followed. Unlike bounty-based systems, there’s no risk of being arbitrarily rejected after completing the work. From the project’s perspective, quality control also becomes easier since only pre-vetted participants are chosen.

2.4 Multi-Platform Expansion If X platform is no longer fertile ground, the next logical choice is to pivot to YouTube, TikTok, and Instagram. In the Web3 space, there is already a strong push to move beyond X. The prevailing view is that real growth requires shifting from platforms dominated by 暗号-native users to mass-market channels with broader audiences.

The main advantage of this path is a much larger potential user base than X, especially in emerging markets like Southeast Asia and Latin America where TikTok and Instagram hold significant influence. Additionally, each platform runs on different algorithms, so operations can continue even if one channel is restricted.

However, the trade-off is a dramatic increase in operational complexity. On X, reviewing text-based posts was often sufficient; on YouTube, content length and production quality are crucial; on TikTok, the first three seconds of a video determine its performance; and on Instagram, the execution and format quality of Stories must be evaluated. This requires platform-specific expertise and may even necessitate developing entirely new internal tools. Given the vastly different API policies and data collection methods across platforms, this is practically equivalent to rebuilding the entire project from scratch. Furthermore, policy risks remain ever-present—any platform could suddenly change its rules like X did. However, spreading activities across multiple platforms does significantly reduce dependency on any single one, and for larger projects, this is the only option that offers substantial scalability.

2.5 MCN-Style KOL Management In the Web2 MCN (Multi-Channel Network) model, a KOL’s brand value is paramount. In Web3, this influence is even more decisive: narratives drive capital, and a single comment from an opinion leader can directly impact token prices.

Successful InfoFi projects have typically cultivated an active and highly loyal KOL community—creators who have grown through months of deep engagement on the platform. The project can retain this group and pivot them towards a data-driven management model, rather than starting from scratch to find creators. This differs from traditional Web2 MCNs that rely on continuously discovering new talent.

An MCN-style structure implies establishing formal contractual relationships, not loose, selective participation. Leveraging accumulated historical data and established relationships, the platform can wield stronger influence within the Web3 ecosystem and negotiate better commercial deals. For InfoFi projects, this requires a robust management system where data becomes the core asset. If KOLs can be precisely guided via data, and projects are provided with professional, data-driven GTM (Go-To-市場) strategies, this model offers a lasting competitive advantage.

3. InfoFi 2.0 This collapse of the InfoFi ecosystem leaves two profound lessons for the Web3 world:

The Irony of Decentralization: Many Web3 projects were deeply dependent on the centralized X platform, and a single decision by X was enough to destroy the entire system. The Limitations of Incentive Design: While reward mechanisms successfully attracted a large number of participants, there was no effective method to control content quality. The proliferation of spam content gave X platform a clear justification for intervention.

Source: X(@nikitabier)

Does this mean the road for InfoFi has come to an end?

Not entirely. A few projects that found “product-market fit” may survive by altering their business form. They can pivot to multi-platform expansion, curated premium campaigns, or transform into MCN-style management.

InfoFi 2.0 will likely become smaller in scale, more controllable, and more focused on content quality. It will shift from an open, permissionless platform to a strictly curated professional network, taking a form closer to an integrated marketing platform that combines local GTM efforts with components like offline advertising.

However, fundamental questions remain on the table. Joel Mun から Tiger Research House points out: once reward mechanisms are introduced, participants inevitably seek ways to exploit system loopholes, making a fair incentive structure extremely difficult to design. This speculative behavior leads to low-quality content and creates a negative feedback loop that can break the platform.

Furthermore, researcher デビッド raises a more fundamental issue: he argues that the value maintenance of InfoFi tokens in the past relied more on staking airdrop expectations and belief in a certain narrative than on the platform’s actual performance. Now, both have lost relevance. This leads to a direct question: why should investors buy InfoFi tokens in the future?

For InfoFi 2.0 to truly survive, these questions must be answered clearly and convincingly. If a project cannot align its interests with those of its token holders, it cannot achieve genuine sustainability.

Original Link

この記事はインターネットから得たものです。 Tiger Research: If I Were the Founder of Kaito, How Would I Make Decisions in the Face of InfoFi’s Upheaval?

Related: 2025 US Stock Market Yearbook: New Walls Rise, Fences Collapse, How to Find the Anchor Point for a New Order in 2026? All that has passed is but a prologue. As 2025 comes to a close, looking back at the US stock market and global financial markets over the past 12 months, it is difficult to summarize this year with linear terms such as “rise” or “correction.” Instead, it is more like a series of dramatic and mutually reinforcing structural changes— technological acceleration, capital expansion, political polarization, and institutional loosening occurred simultaneously and were amplified by each other within the same cycle. I tried to approach the market from a timeline perspective and also used market fluctuations as the main axis, but I quickly discovered that what truly shaped the market landscape of 2025 was not a few landmark highs or crashes, but a series of recurring and overlapping main narratives. When…

#分析# エアドロップ#暗号#ガイド# マーケット#トークン# ツール#ウェブ3© 版权声明配列 上一篇 The "Ultimate Projection" by Silicon Valley's Smartest Minds: What Should We "All-In" on in 2026? 下一篇 Early Trading Bonanza? Understanding Genius' New Rules in One Article 相关文章 トランプが仲介、イランとイスラエルが停戦、米連邦準備制度理事会（FRB）が利下げを示唆、暗号市場は反転した。 6086cf14eb90bc67ca4fc62b 28,182 Gold mining in the Base ecosystem AI: What other treasure projects are there besides Virtuals? 6086cf14eb90bc67ca4fc62b 48,342 2 WLFI is about to be launched. What other related concept projects are worth paying attention to?Recommended Articles 6086cf14eb90bc67ca4fc62b 22,612 3 Ethereum Pectra Upgrade Guide: From Account Abstraction to Staking Changes, Key Points You Need to Know 6086cf14eb90bc67ca4fc62b 38,006 2 Matrixport Market Insights: Crypto Market Repair Window Opens, Structure and Sentiment Warm Simultaneously 6086cf14eb90bc67ca4fc62b 11,606 2 Is Bitcoin poised for a breakout? Three key factors for a December price surge. 6086cf14eb90bc67ca4fc62b 15,480 コメントはありません コメントを残すにはログインが必要です！ すぐにログイン コメントはありません... 最新記事 Blockchain etabliert sich als Schlüsseltechnologie in klassischen Branchen 11時間前 489 Polymarket vs Kalshi: Who is the King of Prediction Markets? 20時間前 670 CRCL Surges 35%: Circle’s Q4 EPS Exceeds Expectations by 169%, AI + Stablecoin Moat Continues to Deepen 20時間前 531 Jane Street Halts “10 AM Dump,” BTC Stages Strong V-Shaped Rebound, Surging Toward $70K 20時間前 572 From Terra’s Collapse to the “10 AM Smash”: How Jane Street Played Both Continents’ Markets? 20時間前 493 人気のウェブサイトTempoGAIBLighterグライダープランクレイリーズBCPoker（ビーシーポーカーカイトAI Bee.com 世界最大の Web3 ポータル パートナー コインカープ バイナンス コインマーケットキャップ CoinGecko コインライブ 鎧 Bee Network APP をダウンロードして、Web3 の旅を始めましょう 白書 役割 よくある質問 © 2021-2026.無断複写・転載を禁じます。. プライバシーポリシー | 利用規約 Bee Networkアプリをダウンロード そしてWeb3の旅を始めましょう 世界最大のWeb3ポータル パートナー CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors 白書 役割 よくある質問 © 2021-2026.無断複写・転載を禁じます。. プライバシーポリシー | 利用規約 検索 検索インサイトオンチェーン社交ニュース 热门推荐： エアドロップハンター データ分析 クリプトセレブリティ トラップディテクタ 日本語 English 繁體中文 简体中文 Tiếng Việt العربية 한국어 Bahasa Indonesia हिन्दी اردو Русский 日本語

智能索引记录