🧐 Finally, it has arrived, the end of the mouthpiece: InfoFi is undergoing a brutal but necessary recalibration | The watershed of content, brand, and token price!

Last night, X revoked the API access for the "InfoFi" application—

X believes that the "posting = earning money" model has been deemed by the platform as detrimental to user experience, thus decisively eliminating the "content production system that exists for incentives."

Within 24 hours of the news brewing:

$KAITO dropped over 15%

$COOKIE dropped over 14%

Kaito founder Yu Hu @Punk9277 responded by stating, "Kaito will gradually stop YAPS and incentive-based leaderboards, and launch Kaito Studio."

How Kaito Studio will operate has not been disclosed; Yaps is dead, and whether Studio can survive depends on two things: real conversion ability + whether the token becomes a necessity, otherwise the token price will be quite awkward.

1️⃣ I personally believe this reform is a good thing,

Regardless of whether you engage with InfoFi, no one truly wants their timeline filled with ads, template posts, and AI-generated spam.

Therefore, the content on our timelines in the future should visibly become cleaner, coupled with X's bonus incentives, the relative weight of genuine opinions, real experiences, and true information will rise.

This is beneficial for content consumers,

And it is a delayed but necessary cleanup for genuine creators.

2️⃣ InfoFi is not dead, but the 1.0 model has ended!

Starting today, for the concept of InfoFi to survive, or to survive on X:

❌ Airdrop-driven open incentives;

❌ Leaderboards + posting mining;

❌ "Brushing presence = quantifiable value."

These will gradually become ineffective.

The only viable solution must shift from "airdrop-driven open incentives" to "brand-driven controllable placements."

In other words: budgets must come from real brands, placements must have clear goals, content must deliver results, and creators need to be "selected," rather than "everyone can mine."

Thus, the weight of agencies is increasing, and the weight of good brand KOLs is increasing.

3️⃣ The long-term impact on KOLs who value their reputation is structurally beneficial!

Behind this, it actually reinforces a trend: the brand influence leverage of individual creators/KOLs is amplifying.

Thus, the brand effect of KOLs will become increasingly valuable, and those with a clean reputation will become more valuable.

Therefore, I have always encouraged everyone to do the right thing, cherish their reputation, and value their brand. The mouthpiece may have been efficient once, but in the long run, it has never been a moat.

4️⃣ From the perspective of token price: this is a "valuation system recalibration":

The reason the market crashed immediately is not due to excessive emotion, but rather a fact: the valuation of many InfoFi tokens originally implied the premise that "the scale of incentives could continue to expand."

When this premise was denied by X officials, the price naturally had to quickly deflate.

In the coming period, you will likely see: significant volatility in InfoFi-related tokens, the market shifting from "narrative" to "focusing on data / implementation," and frequent mentions of Studio, Enterprise, and B2B.

If a certain project:

Fails to present real brand collaborations for a long time;

Has no clear consumption or settlement scenarios for the token.

Then its token price is likely to enter a "slow but continuous valuation decline," so we can only say the pressure is on Kaito and Cookie!

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