土澳大狮兄BroLeon 🐙
土澳大狮兄BroLeon 🐙|Jul 26, 2025 01:40
Regarding Kaito's Recent New Release Platform When I woke up this morning and saw that the @ TheoriqAI team had changed the TGE terms from 25% TGE unlock (37.5% after one year, and then 37.5% after another year) to 100% TGE unlock, I finally decided to participate in this new update. To be honest, I was very disappointed when I saw the details and terms of the first project @ espresso FNDN for Kaito Launchpad that I was looking forward to. Not only because we haven't seen enough empowerment for Kaito Eco (such as the expected Kaito Golden Shovel effect), but also because we have discovered such a big gap between the expectations of VC projects and market reality. 0% unlock, 50% of coins will only be available after 1 year of Cliff, and then linearly released after 1 year??? How much brainpower does it take to come up with such conditions for retail investors? Do you think it was during the heyday of VC? The Qing Dynasty has fallen. It is common for tokens to drop by 90% after a year of hype in the sky dead level projects. Now, with no community heat or basic projects, where do you have the confidence to tell me to start unlocking in a year??? Later, when I saw the announcement of the second @ TheoriqAI, I thought it was okay to finally have a normal brain when I heard about TGE unlocking 25% and 75M. Upon closer inspection, it was found that the remaining 75% had gone on to spend another year on clips and the like, which really made me laugh out loud. I understand that the project team hopes to select so-called 'believers and retail investors', but at this point in time, it may be a bit arrogant to choose through a one-year lock. I asked a group of KOLs around me, and most of them thought it was a mediocre deal. But fortunately, after hearing the intense feedback from the market, they turned back and changed TGE to 100% unlocked, and stated that those early participants could obtain certain shares, which made this deal appear much more valuable. ~~~~~~~~~~· In the past few days, perhaps due to disappointment with the top project of Launchpad, the quantity and price trend of Kaito's staking have not been very good, and some holders who feel that they have not met expectations are voting with their feet. After all, even if the projects on the pad generate profits and are distributed to sKaito holders, if the sales are not booming and the subscription popularity is not strong, the willingness to invest in new projects in the future will inevitably decrease, resulting in a decrease in platform revenue. So in my opinion, @ TheoriqAI's apology and change of terms this time is quite important (for them as well as for Kaito). After the modification, it can be seen that the subscription intention has significantly increased, and it is currently over subscribed - this is the popularity that a new platform should have. On the other hand, @ espresso FNDN is currently progressing at 25%, and I think there is a high probability that they will not be able to hit it and become an inconspicuous wave that quickly disappears from the timeline. ~~~~~~~~~~~ I heard that Kaito will have many more project meetings in the future, and Pad is not just pursuing the boutique route, but also taking the route of seizing MarketShare. At present, I plan to continue to monitor the progress, as the @ Punk9277 team's iteration and adjustment speed is top-notch in the industry. Pad didn't give me a surprise at first, but it hasn't been impossible since then. Today, I saw @ Greta0086, one of the top haters in the Kaito Chinese speaking community, and she exclaimed that Kaito is indeed a rare and popular project among Chinese people 🤣🤣。 It's really like this. Whether it's the previous "domestication of KOLs" battle, "mouth watering pollution of social media" or the current "airdrop distribution rules", although controversial, @ KaitoAI has always been in the spotlight and quickly iterated and adjusted to find Infofi's survival path. Against the backdrop of numerous Copycats, it has become the real Infofi dragon. Perhaps it's not perfect, but I still respect having such a team full of combat effectiveness and a desire to win. Being a pioneer in the field is really much more difficult than copycats and critics. I am willing to give more patience, Good Luck @KaitoAI
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