Original Author: Geek

Original Translation: Luffy, Foresight News

If we have indeed reached the end of the InfoFi era, or are gradually approaching this point, I would not be surprised.

Since the rise of InfoFi, many people have made considerable profits, with some accumulating five-figure earnings and others even reaching six figures. However, today, some signals warrant our heightened vigilance.

Changes in Threshold Rules

Strictly speaking, I do not think Kaito's recent upgrade is entirely a bad thing; it may effectively curb the behavior of numerous accounts generating low-quality content with AI to "inflate" numbers, while also improving content quality.

However, after the upgrade, not only were small accounts impacted, but many large accounts were also not spared. This led to a significant number of users who relied on Kaito choosing to leave, as they had almost no opportunity to earn money through the platform post-upgrade.

In response, some project teams chose to eliminate thresholds to attract small accounts. This precisely indicates that, in most cases, the small account group is crucial.

My view is that Kaito seems confused about the direction of this upgrade, and many project teams clearly dislike this "threshold restriction." However, it is undeniable that Kaito has performed quite well over the past few months.

Token Distribution Plans Underperforming

For content creators (yappers), the conventional token distribution ratio of 0.5%-1% is now far from sufficient, as these tokens often have a low valuation when they go live.

In the early days, some accounts could earn four to five figures through 1-2 months of promotional activities; now, even participating in activities for 3-6 months can only yield three to four figures, which has left many feeling disheartened.

Even top accounts, despite producing high-quality content, find it difficult to earn a substantial four-figure income.

Why is this bad news for creators relying on InfoFi? Before the rise of InfoFi, many creators earned decent income by promoting content as brand ambassadors or KOLs. Now, the compensation offered by project teams on Kaito simply cannot compare with external collaborations. Given this reality, it is not surprising that more and more creators are choosing to leave the InfoFi platform.

The Dominance of "Capital Launchpad" Becomes Apparent

On July 22, Kaito's "Capital Launchpad" officially launched, with the first project being Espresso, followed by more projects joining.

For Kaito, this is undoubtedly a good product, but I have a few concerns:

• Not a single project from Kaito's initial token offerings has gone live on the public market;
• These projects have not announced their launch dates;
• Most projects are overvalued, and the token unlocking plans are unfriendly to investors.

My additional point: Kaito was initially designed specifically for InfoFi, and later decided to add extra platform features (like Launchpad), which is a great attempt in itself. However, recently, more and more projects are choosing to join the "Capital Launchpad" rather than participate in the "Creator Leaderboard." This trend is clearly not optimistic for an InfoFi platform.

However, this is just an obvious phenomenon I have observed, and it seems not many people have raised questions about it.

Project Teams Prefer Direct Collaboration with KOLs Rather Than Through Kaito Platform

This is quite evident: project teams are no longer as enthusiastic about participating in InfoFi collaborations.

Recently, Zachxbt released a Google spreadsheet listing accounts that received compensation from a certain project team. I mention this not out of surprise, but because the compensation amounts are quite substantial, especially compared to the projects on Kaito's "Creator Leaderboard."

I believe this has made many realize that there are many ways to make money besides InfoFi. The reality of human nature is "to find ways to earn more money," and therefore I believe this poses direct competition to Kaito.

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