The author of this article will classify some upcoming token projects listed on Kaito into three levels: "Bullish" with great potential, "Consolidation" with unclear prospects, and "Bearish" with higher risks, based on core indicators such as project fundamentals, community incentives, and market outlook.

Written by: DeFi Warhol, Crypto KOL

Translated by: Yuliya, PANews

As the Kaito ecosystem flourishes, numerous projects are emerging like mushrooms after rain, dazzling to behold. Which ones are true value opportunities, and which are hidden traps? The author, DeFi Warhol, will provide a clear "gold mining map," classifying them into three levels: "Bullish" with great potential, "Consolidation" with unclear prospects, and "Bearish" with higher risks, based on core indicators such as project fundamentals, community incentives, and market outlook. Below is the original text of the article, translated by PANews, representing the author's personal views and not constituting any investment advice. DYOR.

Great Potential

INFINIT: This project has solid fundamentals, with a truly usable product, elevating DeFAI to a new level. Currently, 0.5% of the IN token supply has been allocated to yappers (users participating in tasks or community interactions).

Lombard: A leading BTCfi project, with core indicators showing exponential growth. The project has set up a reward pool of $1 million to $5 million, planned to be distributed by the end of the year.

Infinex: A leading DeFi super application built around chain abstraction and a centralized exchange-like user experience. Approximately $6 million has been allocated as rewards for yappers.

Caldera: One of the most active builders in the Rollup space, with a current TVL exceeding $1 billion. A Kaito reward campaign is expected to launch soon.

Openledger: A leading AI network driving community co-creation of data and AI models. The project has allocated $2 million in OPEN tokens for community rewards.

Unclear Prospects

Hana: The project has a good vision, but execution is still lagging. On the other hand, the 1.5% allocation for yappers is quite substantial, and competition in the market is not fierce at the moment.

Mitosis: Focused on the liquidity sector, but this niche is already highly crowded. Whether it can break through largely depends on the project's execution capability. It has not yet joined the Kaito Earn program.

Mira: Building a trust layer for AI, but the field is highly competitive and the market is nearing saturation. The project has allocated 0.5% of the token supply to yappers.

0G Labs: Currently the largest decentralized AI ecosystem, with strong fundamentals; however, its high popularity and intense competition make it difficult for new users to participate. Additionally, the project has not yet launched reward activities on Kaito Earn.

Camp Network: Both the vision and product are good, but it also faces issues of overcrowding and excessive exploitation. It is allocating 0.25% of the CAMP token supply and $40,000 monthly rewards to yappers.

Higher Risks

MemeX: Holds a pessimistic view on memecoins and memecoin issuance platforms; this narrative needs to exit the stage.

Puffpaw: Weak fundamentals, limited user value and distribution channels, essentially just an "e-cigarette store."

Lumiterra: The GameFi sector is currently weak and underutilized, with low potential investment returns.

Monad: Monad is one of the most anticipated projects currently, with extremely high market expectations. The outcome of this project is likely to be the next Hyperliquid or ZKSync, leaning more towards the latter.

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