Kaito Ecosystem Project Analysis: Potential and Risks Coexist

With the vigorous development of the Kaito ecosystem, various projects have emerged like mushrooms after rain, overwhelming investors. This article will classify these projects into three levels based on core indicators such as project fundamentals, community incentives, and market prospects: great potential, unclear prospects, and high risk.

Huge Potential

1. INFINIT: With highly practical products, it is pushing DeFAI to new heights. 0.5% of the token supply has been allocated to active users.

2. Lombard: A leader in the BTCfi sector, with core metrics showing exponential growth. A reward pool at the million-dollar level has been established, with plans to distribute it by the end of the year.

3. Infinex: Committed to creating a DeFi super application, focusing on chain abstraction and optimizing user experience. Approximately $6 million in rewards have been allocated to active users.

4. Caldera: A practical player in the Rollup field, currently with a locked amount exceeding $1 billion. Community reward plans are expected to be launched soon.

5. Openledger: A pioneer in the AI network, promoting community co-creation of data and AI models. $2 million worth of tokens have been allocated for community incentives.

Uncertain Outlook

1. Hana: The vision is good but the progress is lagging. A user allocation of 1.5% is relatively considerable, and market competition is relatively mild.

2. Mitosis: Focused on the liquidity sector, but competition is fierce. Success depends on project execution capabilities. Has not yet joined the community incentive program.

3. Mira: Building a trust layer for AI, but the competition in the field is fierce and the market is becoming saturated. Allocating 0.5% of the token supply to active users.

4. 0G Labs: A leader in the decentralized AI ecosystem with strong fundamentals. However, the hype is too high, and the participation threshold for new users is elevated. Community reward activities have not yet been launched.

5. Camp Network: The product and vision are good, but it faces issues of overcrowding and exploiting opportunities. It is allocating 0.25% of the token supply and a monthly reward of $40,000.

High Risk

1. MemeX: Holds a pessimistic view on meme coins and their issuing platforms, this narrative may be outdated.

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

3. Lumiterra: The GameFi sector is currently weak, with low potential returns on investment.

4. Monad: The market expectations are extremely high, but the outcome is uncertain. It could become the next Hyperliquid or ZKSync, with a preference for the latter.

Investors should carefully assess the potential and risks of each project to make informed investment decisions. This article is for reference only and does not constitute any investment advice.