Kaito Ecosystem Analysis: Exploring Potential Projects and Risk Projects

Recently, the Kaito ecosystem has been thriving, with various projects continuously emerging. This article will conduct an in-depth analysis of these projects, categorizing them into three levels based on key indicators such as fundamentals, community incentives, and market prospects: huge potential, unclear prospects, and high risk.

Projects with Huge Potential

INFINIT

This is a project that stands out in the DeFAI field, with highly practical products. The project team has allocated 0.5% of the token supply to users who actively participate in community activities.

Lombard

As a leader in the BTCfi field, the project's core metrics are showing explosive growth. The project team plans to distribute rewards ranging from $1 million to $5 million by the end of the year.

Infinex

This is a project dedicated to creating a DeFi super application, focusing on chain abstraction and user experience optimization. Approximately 6 million dollars in rewards have been distributed to community members.

Caldera

Active in the Rollup space, the current total locked value has surpassed the $1 billion mark. A community reward program is expected to be launched soon.

Openledger

As a pioneer of the AI network, this project is committed to promoting the community's joint creation of data and AI models. A token reward pool of $2 million has been established for community incentives.

Projects with Uncertain Prospects

Hana

Although the project vision is good, the actual progress seems a bit lagging. However, the token allocation ratio of 1.5% is quite considerable, and the current market competition is relatively mild.

Mitosis

Focusing on the liquidity sector, but facing intense market competition. The success of the project largely depends on the team's execution ability. Currently, it has not joined the community reward program.

Mira

Committed to building a trust layer for AI, but the field is highly competitive and the market is becoming saturated. The project team has allocated 0.5% of the token supply for community rewards.

0G Labs

One of the largest decentralized AI ecosystems currently, with strong fundamentals. However, due to the high level of enthusiasm, it is difficult for new users to participate. Community reward activities have not yet been launched.

Camp Network

The project's vision and product quality are good, but it also faces issues of market saturation and excessive competition. A token supply of 0.25% is being allocated along with a monthly reward of $40,000 to community members.

High-Risk Projects

MemeX

Holding a negative attitude towards meme coins and their issuing platforms, this narrative may be difficult to sustain.

Puffpaw

The project's fundamentals are relatively weak, with limited user value and distribution channels, essentially just an electronic cigarette sales platform.

Lumiterra

The GameFi sector is currently in a sluggish state, with low potential investment returns.

Monad

As one of the currently highly regarded projects, market expectations are overly high. Its future development path may be similar to Hyperliquid or ZKSync, but it is more likely to lean towards the latter.