Kaito's steady climb likely reflects growing revenue, about 1.4M, as a confidence signal. Its AI research tools and Yaps social mining system are gaining traction, which could drive organic demand for the token. x.com
DΞFI PΞNIΞL
DeFi Researcher, Marketing & Advisory at Ronin Network
Kaito's new Katalyst system could make it the standard for performance-based marketing in crypto if its attribution works well. Projects can now reward creators for results such as mindshare, clicks, signups, deposits and on-chain activity rather than impressions alone. In token-launch campaigns, 20% of the reward pool is shared with KAITO stakers and 80% goes to creators. x.com
Five AI-crypto categories are very likely to materially outperform the broader market, because each has liquid tokens with demonstrated traction, revenue and accelerating growth. They are consumer AI apps that preserve data privacy, distributed training of models comparable to the frontier labs', data protocols for model pretraining, tokenized compute, and identity attestation. x.com
The Kaito token should go lower because its new launch won't fix the team's record. That team manipulates lists, pushes influencers it picks and has rugged holders of its coins, and the new product looks designed to make people forget it. Replying to @cryptansha, who flagged an upcoming token unlock, the call is simply lower. x.com x.com
AI and AI-agent crypto tokens remain an asymmetric bet, one of the last sectors where the speculative premium is alive. AI has dominated the market over the past month, with Claude adoption skyrocketing, Grok video generation getting more efficient and Nvidia announcing Nemoclaw. Per data from @_dexuai, agent tokens such as AIXBT rose 27% and AI tokens FET and TAO rose 57% and 54%. x.com
Decentralized AI tokens like Bittensor and Venice should outperform anything else over the next 12-18 months. The AI bubble is still at an early stage, with AI stocks rising 500-1,000%, and the same should happen in crypto. x.com
Kaito is losing its hype as the story weakens: the X partnership, Katalyst and Kaito Studio have not brought buyers back. The token fell from $1.38 on July 29 to $0.46, every bounce has been sold, and leveraged longs worsened the drop. An August 20 unlock of 32.6M tokens, about $15M or 3.3% of supply, could add more selling, so this may not be the bottom. x.com