Yapper Daily | February 17, 2025 🐸🐸🐸 Yapper Daily Special Article - How much is Yap worth? Below is today's daily report. Please don't forget to leave a message for interaction. Thank you for your support Let’s YAP 🚨 Breaking News 🚨 @Caneleo55 He made a shocking discovery on surveillance last night@ KaitoAI has been deployed on @ base. 1000000000 kaito is divided into three parts: 33.3% of which may be used for airdrops. https://(((((x.com)))))/Caneleo55/status/1891121455141654655 Then the boss @ Punk9277 gave a vague response to this matter, acknowledging the deployment on the base and not denying the 33.3% airdrop ratio. https://(((((x.com)))))/Punk9277/status/1891131080138215888 The confirmed airdrop ratio may have significantly raised expectations, at least from the perspective of attention, Kaito has undoubtedly achieved great success in the InfoFi era. ⬇️⬇️⬇️⬇️⬇️⬇️ This daily report collects and organizes three teachers' valuations of Yap, not investment advice. one ⃣ @ Ren_gmi Model: Yap value=(FDV x airdrop ratio)/total Yap circulation The tweet provided the independent variables as snapshot date fdv、 We can conduct sensitivity analysis based on the chart of airdrop ratio with Yap value as the dependent variable. Assumption: Snapshot date: March 11th (90 days after the start of the Yapper program), which is 2.275M of total flow volume. FDV：1B Airdrop ratio: 30%, Conclusion: 131U/Yap Shortcoming: The airdrop ratio of Genesis NFT has not been considered. https://(((((x.com)))))/Ren_gmi/status/1890385280114315736 two ⃣@ DeFiTeddy2020 Model: Yap Value=Genesis NFT Market Price/Genesis NFT Voting Weight 1 Genesis NFT=9.3 ETH, corresponding to a voting weight of 1162 Yaps, Conclusion: 22U/Yap Shortcomings: Risk of ETH price fluctuations, incomplete reflection of voting weights on price ratios https://(((((x.com)))))/DeFiTeddy2020/status/1891033298845249752 three ⃣ @ Steve_4P This article is not simply a Yap valuation, but an evaluation of the @ KaitoAI ecosystem. He compared @ KaitoAI and @ HyperliquidX and pointed out the differences between the two in three dimensions, so that KAITO's expected returns will not exceed HYPE. 1. PMF maturity: Hyperliquid： Optimize the validated exchange model KAITO： Exploring the New Paradigm of Information Finance (InfoFi) 2. Comparable valuation targets: Hyperliquid： Can be compared to DEX such as dYdX/Drift KAITO： No direct competitors (closest) http://Friend.tech But model flaws) 3. Token value capture: Hyperliquid： Clarify the destruction mechanism KAITO： The profit distribution mechanism has not yet closed loop https://(((((x.com)))))/Steve_4P/status/1891295172518170874 The above is the content of Kaito Yap Daily on February 17th. If you think the above content is helpful to you, please feel free to like, share, comment and support it! I will also try my best to reply 100% to the comments in the comment section, hoping to help everyone earn Yap points. Yap early, yap only, yap often.